Alma Roadmap – Completed – 2021 H1

As part of the new Metadata Editor project, the records editing capabilities and workflows were redesigned.  The catalogers will be able to navigate better, work with improved workflows, and edit modes.

• Easy to use navigation panel with relevant actions​

• Adaptive menu according to record type and context​

• Consistent split screen behavior with improved workflows​

• Improved inline editing​

• Quick creation of new records from favorite templates

• Easy to use navigation panel showing all templates with all the relevant actions​

• Main menu organized by record type and aligned with the navigation panel​

• Improved workflows for managing templates and applying them to records

• Easy to use navigation panel showing all rules with all the relevant actions​

• Main menu organized by rule type and aligned with the navigation panel​

• Improved workflows for managing rules and testing them with records

The repository operator will be able to perform an improved advanced search for titles with high accuracy, using specific metadata fields and subfields. It will allow for the use of criteria beyond the predefined indexes.

• Ability to perform search refinement on given search results using metadata fields and subfields base on indication rules​

• Ability to import additional item general information subfields such as “Copy ID” and “Replacement cost”​

• Ability to import item temporary location and due backdate​

• Ability to import inventory information such as number, date, and price

Staff users dealing with the import of records and the creation of physical inventory will be able to import more information on items thus saving manual updates

• The next unused call number will be generated at the item and holding level
• It will be possible to define a Prefix and Suffix for the call number
• New call number sequences will be added dynamically to the accession number configuration table
• An improved User Experience management of sequences 

• infrastructure improvements (SOLR) supports more complex queries and speed up response time and​ will allow future development of

  • New facet options​

  • New PO Line attributes in the advanced search​

Move bulk purchase orders from one vendor to another and automatically send the newly created orders to the new vendor 

Read more about Changing Vendors in PO Lines and POs ​

• The enhanced “Change vendor in order” function allows users to determine whether to send the newly created order to the new vendor or not.​

• For continuous purchase order lines Alma includes information about the last received item and pass it to the new vendor in order to maintain receiving continuity.

Users are able to replace an electronic resource associated with a PO line, with another electronic resource

Read more about Replacing Resource Associated With An Electronic PO Line

• This functionality is efficient in cases where a PO line was created for a local resource and there is a need to associate the PO line to a resource managed by the Community/Network Zone (or to another local resource). This means that the user does not need to delete the PO line and create a new one.​

• When relevant, users will are able to decide whether to delete the previous resource or maintain it.

The purchasing and receiving of a physical resource will be done by the purchasing institution​

The item will be sent to the host institution​

The host institution will receive the item and adds/change any necessary item information

• With the new header the search bar, as well as access to main actions, is always on top ​

• A new adaptive and scalable vertical menu shows different areas of the system​

• User is able to customize the menu and quick links​

• The summary section has more vertical space to see more fields and sections from a form​

• Colors and contrasts standards​

• Keyboard usage instead of mouse​

• Support screen readers​

• Zoom and responsiveness