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    Alma 2021 Release Notes

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    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of December's Release

    Action Items

    Add Watermark to Digital Image Files - You can now overlay your viewed and downloaded images with a copyright watermark by uploading the watermark image, as described here

    GetIt Libraries - Customized Display Order - For better controlling which of your libraries and locations are highlighted in a Primo search result, a new Locations Ordering Profile option allows you to configure which libraries should be prioritized when the Primo GetIt includes more than one holding library, and how locations within the library may be prioritized for display

    Proxy Requesting - You can now create proxy patrons that are full proxies, i.e. not only loan on behalf of a sponsor, but also place hold and resource sharing requests on behalf of the sponsor.

    Upcoming Issues to Note

    TLS Cryptographic Protocol Support 

    Read the following to avoid service disruptions.

    TLS is a cryptographic protocol that provides authentication and data encryption between different endpoints (for example, the user’s desktop and the application server). Various vulnerabilities (such as POODLE and DROWN) have been found in TLS versions 1.0 and 1.1 in recent years. 

    As announced in the latest security update, to avoid security vulnerabilities and to align with industry standards, Ex Libris will block TLS 1.0 and 1.1 traffic for Alma API in production environments and will support only TLS 1.2. The deprecation plan which was communicated will begin by October 2021 and will be concluded by May 2022:

    • Canada – October 17, 2021
    • APAC – February 20, 2022
    • Europe – March 10, 2022
    • America – May 15, 2022

    For practical steps to be taken, see  Ex Libris Higher Education Platform API - deprecation of TLS 1.0 and TLS 1.1.

    You can find additional information on TLS at:

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificate must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    January Release Sneak Preview

    Click here to view the January sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of November's Release

    Action Items

    Link Resolver ViewIt Online Service Order - Preference to Electronic Resources with Orders - You can now configure Alma Link Resolver to prefer online services of collections/portfolios that are associated to PO lines. For more information see Configuring the Order of Online Services.

    Upcoming Issues to Note

    TLS Cryptographic Protocol Support 

    Read the following to avoid service disruptions.

    TLS is a cryptographic protocol that provides authentication and data encryption between different endpoints (for example, the user’s desktop and the application server). Various vulnerabilities (such as POODLE and DROWN) have been found in TLS versions 1.0 and 1.1 in recent years. 

    As announced in the latest security update, to avoid security vulnerabilities and to align with industry standards, Ex Libris will block TLS 1.0 and 1.1 traffic for Alma API in production environments and will support only TLS 1.2. The deprecation plan which was communicated will begin by October 2021 and will be concluded by May 2022:

    • Canada – October 17, 2021
    • APAC – February 20, 2022
    • Europe – March 10, 2022
    • America – May 15, 2022

    For practical steps to be taken, see  Ex Libris Higher Education Platform API - deprecation of TLS 1.0 and TLS 1.1.

    You can find additional information on TLS at:

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificate must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    December Release Sneak Preview

    Click here to view the November sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of October's Release

    Action Items

    Expiration Date Now Configurable for Digital Access Rights - Institutions can set an expiration date to digital resources, after which the content will not be accessible. The expiration can either be a static date or dynamic, relative to a time-based attribute of the content.

    Sending Emails to Multiple Recipients via CC Email Accounts - You can now assign multiple CC email address to a patron. Emails to the patron will be sent to all of the CC addresses in addition to the preferred address.

    Upcoming Issues to Note

    TLS Cryptographic Protocol Support 

    Read the following to avoid service disruptions.

    TLS is a cryptographic protocol that provides authentication and data encryption between different endpoints (for example, the user’s desktop and the application server). Various vulnerabilities (such as POODLE and DROWN) have been found in TLS versions 1.0 and 1.1 in recent years. 

    As announced in the latest security update, to avoid security vulnerabilities and to align with industry standards, Ex Libris will block TLS 1.0 and 1.1 traffic for Alma API in production environments and will support only TLS 1.2. The deprecation plan which was communicated will begin by October 2021 and will be concluded by May 2022:

    • Canada – October 17, 2021
    • APAC – February 20, 2022
    • Europe – March 10, 2022
    • America – May 15, 2022

    For practical steps to be taken, see  Ex Libris Higher Education Platform API - deprecation of TLS 1.0 and TLS 1.1.

    You can find additional information on TLS at:

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    November Release Sneak Preview

    Click here to view the November sneak preview.

    As many of you already know, Alma development periodically needs to take a "back seat," and maintenance, cloud infrastructure, and other important tasks need to be handled in order to ensure that Alma meets the highest standards of performance and high availability. The September 2021 release is devoted to such tasks.

    We would also like to take this opportunity to update you on the following:

    Alma Announcements

    Alma Announcements is a new feature that will display as an icon clipboard_e70d4afdad4427bc65a203f1e255e2d6d.pngon the Persistent Menu Bar in Alma. It enables Ex Libris to update users about important issues, unusual occurrences, or major feature rollouts, as well as ad hoc updates and announcements.

    While there are a number of channels for communicating with our Alma community, most of these channels have various limitations, which prevent us from reaching the widest audience possible. For example, only one email per institution is sent from Salesforce; not all users subscribe to the Alma list-serv.

    While some announcements are relevant for all users, the aim is to filter other announcements by roles and privileges, so that only relevant staff users will see these topic related announcements. For example, an announcement reminding users to activate fiscal rollover will only display for users with fund related privileges. In addition, in the same way that announcements can be filtered by roles and privileges, they can also be filtered by region.

    Alma Announcements will be turned on for all users in October.

    Alma Updates

    NERS (New Enhancements Request System)

    The NERS 2021 voting process has been completed. The Alma community voted for the following enhancements to be developed. Delivery will be by the end of H1, 2022:

    • Add option to configure Process Types for Unavailable Physical Items, without creation of requests
    • Ability to Move/Re-Order Requests
    • Restricting the number of fields that show when manually creating new users via Register New User
    • Disable Item description confirmation message
    • Provide the ability to batch-edit electronic collections

    Alma’s Pixel Perfect Day

    User Experience is very close to our hearts and as such, in addition to the ongoing planned UX improvements, we conducted a Pixel Perfect day!

    You may well be thinking ‘What is a Pixel Perfect day?’

    In the Alma context, a Pixel Perfect day was when all Alma developers spent a whole day improving and correcting User Interface (UI) and User Experience (UX) issues.

    The team worked hard, and resolved an impressive number of issues, but at the same time had lots of fun.

    We hope that you will see the benefit of this day in the coming releases where many of the small – but sometimes annoying - UI/UX issues will have been resolved.

    Alma Analytics

    Data Visualization Reports

    An exciting new tool Data Visualization (DV) was added as part of Alma Analytics’ move to the newer Oracle Analytics Server (OAS). It can be easily accessed for users with the Analytics designer role from the Analytics menu.

    DV reports offer a rich variety of visualization options from simple tables to rich visual charts.

    For example - In the "Loans" dashboard below, three charts, all created in minutes, present clear trends:

    • a bar chart representing material type loans by year,
    • a treemap chart presenting loans by classification and,
    • a pie chart presenting loans by user groups.

    clipboard_e91dcf97c5d722b7826f05baf55cf1334.png

    With just a few minutes of simple drag and drop actions, staff users can immediately identify usage trends and get a clear overview of the activities in their libraries.

    2022: Analytics User Experience Enhancement

    2022 will be devoted to improving the user experience for Alma Analytics, helping users to access and share reports quickly and intuitively.

    These improvements will be done with the close cooperation and input of the Alma user community.  

    The first step in this exciting process was the survey that recently took place focusing on how Alma users interact with Alma Analytics. We received a great number of important insights and comments from this survey which will help us as we plan our next steps.

    Watch this space for more updates.

    Cloud Apps

    Usage of Cloud Apps is growing! Over 500 institutions have enabled Cloud Apps and are used by more than 2000 users.

    There are now 35 Cloud Apps available, 17 of which have been developed by customers.

    Our Cloud App of the month is Change RS Request Type.

    This popular app (it has been activated more than 240 times) allows changing a Resource Sharing 'book request' to 'article request' and vice versa.

    clipboard_e6de5c9d247fea1e14bda3e0c6e765047.png

    Check out more exciting Cloud Apps here.

    Global Knowledge Delivery

    1. Training

    a. Close to 6,000 Ex Libris customers attended the 2021 Knowledge Days webinar series hosted in June of this year. Follow the link to find the recordings and supporting documents for each of the 10 webinars, each subject selected based on submissions to our annual customer interest survey.

    b. Alma Essentials, the re-designed training kit, released towards the end of 2020 is now available in 6 translated versions - Polish, French, Spanish, Portuguese, Chinese (Simplified) and Chinese (Traditional). Italian and German will be released by end of August 2021. The entire kit has been modularized and organized in order to make the content more approachable and easier to consume. It contains shorter sessions (averaging ~5 min) with more demo and workflow driven content.

    c. Check out the recently completed Implementing Acquisitions in Alma webinar series! This five-part series walks you through the benefits of using acquisitions, gives you guidance on getting started, and helps you discover workflows that will ultimately save you time and effort when it comes to acquiring physical and electronic resources.

    2. Education and Knowledge Webinars

    You can see our full list of upcoming webinars and recordings of past events on our Education & Knowledge Webinars page on the Ex Libris website. We also encourage you to sign up for our Global Knowledge Delivery updates and pass this on to interested colleagues.

    3. GuideMe

    We're happy to introduce two new GuideMe walkthroughs. These and more step-by-step walkthroughs are available in Alma, accessible from the GuideMe menu in the Alma help menu, try them out!

    a. Test Access to an Activated E-Resource

    b. Testing Loan Policies with the Fulfillment Configuration Utility

    Administration & Infrastructure

    Transport Layer Security (TLS) Support – call for action

    This is a reminder that you might need to take necessary actions in order to avoid service disruptions. TLS is a cryptographic protocol that provides authentication and data encryption between different endpoints. Various vulnerabilities have been found in TLS versions 1.0 and 1.1 in recent years. As previously announced in the latest security update, to avoid security vulnerabilities and to align with industry standards, Ex Libris will block TLS 1.0 and 1.1 traffic for Alma API in production environments and will support only TLS 1.2. The deprecation plan will begin by October 2021 and will be concluded by May 2022.

    For more information, please review Ex Libris Higher Education Platform API - deprecation of TLS 1.0 and TLS 1.1 

    Top Trending Books

    Starting with the October release, the Top Trending Books dashboard widget will be removed from the list of available dashboard widgets. The Top Trending Books dashboard widget is currently available for institutions that opted into sharing their anonymized data (Configuration menu > General > Data sharing Selection and development section). The deprecation of this dashboard widget is done due to the low adoption of institutions who opted into the "Selection and Collection Development" functionality and this is imperative in order to conduct analysis and provide reliable and effective data to be presented within the widget.

    October Sneak Preview

    Click here to view the October sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of August's Release

    Action Items

    Integration with Netpunkt - Danish libraries integrated with Netpunkt can use an improved integration with Alma by placing Alma’s Internal Identifier in the note field of the Netpunkt request form. This will enable Netpunkt to update Alma with relevant updates.

    The Increase of Analytics Export Size - We are happy to let you know that we have been working to increase the maximum size of exports from Alma Analytics, and it has been moved from 500k lines (in csv format) to 10 million rows.  You should now be able to create a single report to gather the data you need, and as needed, export it from Alma Analytics.

    Patron Waitlist Management for Controlled Digital Lending - A waitlist of patrons for accessing a controlled digital lending resource can be configured under Alma Configuration > Access Rights. Once the “concurrent users” policy is selected, a waitlist configuration section will be displayed, enabling to define factors such as grace period for accessing the resource and waitlist activity hours. Patrons will then be provided with a new waitlist registry page and provided with relevant details during the viewing session.

    Resource Sharing Directory - To add your institution to the Resource Sharing Directory, please contact Ex Libris if you would like to join a pod.

    Define a Specific Time Frame While Manually Harvesting R5 SUSHI Data - Do you use the option to manually retrieve SUSHI reports? Note that you can now specify the time period to be harvested.

    Upcoming Issues to Note

    Sandbox Refresh

    As a reminder, premium sandboxes will be updated in August according to Alma's premium sandbox refresh policy.

    TLS Cryptographic Protocol Support 

    Read the following to avoid service disruptions.

    TLS is a cryptographic protocol that provides authentication and data encryption between different endpoints (for example, the user’s desktop and the application server). Various vulnerabilities (such as POODLE and DROWN) have been found in TLS versions 1.0 and 1.1 in recent years. 

    As announced in the latest security update, to avoid security vulnerabilities and to align with industry standards, Ex Libris will block TLS 1.0 and 1.1 traffic for Alma API in production environments and will support only TLS 1.2. The deprecation plan which was communicated will begin by October 2021 and will be concluded by May 2022:

    • Canada – October 17, 2021
    • APAC – February 20, 2022
    • Europe – March 10, 2022
    • America – May 15, 2022

    For practical steps to be taken, see  Ex Libris Higher Education Platform API - deprecation of TLS 1.0 and TLS 1.1.

    You can find additional information on TLS at:

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    Starting with the October release, the Top Trending Books dashboard widget will be removed from the list of available dashboard widgets. The Top Trending Books dashboard widget is currently available for institutions that opted into sharing their anonymized data (Configuration menu > General > Data sharing Selection and development section). The deprecation of this dashboard widget is done due to the low adoption of institutions who opted into the "Selection and Collection Development" functionality and this is imperative in order to conduct analysis and provide reliable and effective data to be presented within the widget.

    September Release Sneak Preview

    The September 2021 is a maintenance release that will not contain any new features.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of July's Release

    Action Items

    Open the descriptions in the Genders code table for update - The list of gender value is now fully customizable. You can disable existing values, or add new values by changing the description and activating any of the added place holder categories. This will affect the list of gender options in the user form.

    Library input parameter to user registration rules - The User Registration Rules can receive a library input. This way, you can set up separate rules depending on the library at which the registration took place. For example, registering at a library desk in some libraries may be set up to trigger a fee and grant patron permissions at that library for a couple of months, while registering at a library desk in other libraries may be set up to not trigger a fee and grant patron permissions at that library for a full year.
    Push user records to ILLiad - If you use Alma’s capability to push borrower requests into ILLiad, you can now do that without having preloaded the user records in ILLiad. Your ILLiad partner record can be set up to push also the patron information into ILLiad in real time.

    Upcoming Issues to Note

    Sandbox Refresh

    As a reminder, premium sandboxes will be updated in August according to Alma's premium sandbox refresh policy.

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    Starting with the October release, the Top Trending Books dashboard widget will be removed from the list of available dashboard widgets. The Top Trending Books dashboard widget is currently available for institutions that opted into sharing their anonymized data (Configuration menu > General > Data sharing Selection and development section). The deprecation of this dashboard widget is done due to the low adoption of institutions who opted into the "Selection and Collection Development" functionality and this is imperative in order to conduct analysis and provide reliable and effective data to be presented within the widget.

    August Release Sneak Preview

    Click here to view August's sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of June's Release

    Action Items

    'Type of Request' Indicator on Patron Request or Work Order - A new "Item is requested by the library" block preference can be used to activate alerts about the specific request type on the item when items are scanned in.

    New Reports Added to Consortia Folder - Some great new Consortia Analytics reports have been released for help with duplicate collection analysis as well as overlap analysis within a consortia. These can be used as is, or copied and modified for your particular need.

    New Dashboards Added to Alma Analytics - A new set of OTB dashboards is being released, which provides a comprehensive set of reports for all activities of a library. These will also be added as preconfigured analytics objects – if you want to change these settings you can do so after the release is deployed.

    Assigning Recommendations - This great new feature supports the ability to configure specific recommendations for specific staff users, and also to be able to assign them between the relevant users for handling.

    Upcoming Issues to Note

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    July Release Sneak Preview

    Click here to view July's sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of May's Release

    Action Items

    Generate Representation Labels from Templates - You now have the flexibility to generate bulk representation labels, based on a label template that could include constant strings or bibliographic details with an optional regular expression.

    Upcoming Issues to Note

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    June Release Sneak Preview

    Click here to view June's sneak preview.

    As many of you already know, Alma development periodically needs to take a "back seat," and maintenance, cloud infrastructure, and other important tasks need to be handled in order to ensure that Alma meets the highest standards of performance and high availability. The April 2021 release is devoted to such tasks.

    We would also like to take this opportunity to update you on the following:

    Chat Support

    On February 14th, we were excited to roll out online chat support for Alma and Leganto in our European instances. And on March 15th we expanded this service to our North American Alma and Leganto customers. This is a gradual rollout, with chat support for all regions as our end vision.

    We have received over 100 chat sessions with a 100% satisfaction rate in the last week.

    In addition, we're happy to share with you some of the great feedback posted:

    • "The chat function is user friendly, quick and efficient. So is the representative who assisted."
    • "Quick reply and help, excellent service for simpler questions."
    • "Pleased to be able to get quick answers to small questions without having to open a case."

    User Experience

    Through 2019 and 2020 new UI concepts were introduced, in different areas of Alma. We will be implementing additional new UI concepts throughout 2021such as side-by-side display. For more information see Alma new UI concepts.

    With the April 2021 release, the New Metadata Editor reached an important milestone of providing full functionality by enabling the Rules management model. At this time, the New Metadata Editor became the default editor; we encourage all catalogers to use this new editor. Catalogers can still switch to the classic Metadata Editor if they come across issues that hinder their workflows. In these cases, please open a support case. Ex Libris is doing its best to address all critical issues before the new Metadata Editor becomes the only editor by June 2021 release.

    Analytics

    Look out for some important changes coming up regarding Alma Analytic dashboards in the May and June releases of Alma.

    In May, the following new dashboards will be available. 

    • Fulfillment - Loans Returns and Overdue
    • Acquisitions – Claims
    • Acquisitions – Fund

    These dashboards were made together with Ex Libris and a group of institutions who contributed their ideas and analytics knowledge to the project.  Each of the dashboards will have a default Analytics Object of type Dashboard.

    Additional dashboards with an Analytics Objects of type ‘Dashboard’ will be available as part of the June Release, enabling them to be used via a menu option from the Analytics menu in Alma.  All analytics objects can be customized by the institution.

    Cloud Apps

    Cloud Apps were released in the second half of last year. Already there are 24 apps released and available for use! This includes apps written by Ex Libris, by partners, and by members of the community.

    Apps have been installed thousands of times by hundreds of users. If you’re just getting started with Cloud Apps in your institution, check out the announcement blog and promotional video, the directory of currently available Cloud Apps, and instructions for enabling Cloud Apps for use in your institution.

    If you’re interested in developing an app, check out the Developer Network. This month the Australia/New Zealand User Group is sponsoring a hackathon to encourage the community to write apps that address the specific needs of their members. If you’re interested in sponsoring a hackathon in your region, we’re happy to help- reach out to us!

    This month’s Cloud App is the Interlibrary Add-on,  an app that helps to handle Borrowing Request activities more smoothly.

    clipboard_e070493f160be88c1a316755ce226264d.png

    Idea Exchange

    We have created a chart of completed ideas by subject area. As you’ll be able to see by the highest number of completed ideas, Fulfillment is still a very important area of a library’s activities. Analytics, Resource Sharing and Acquisitions are the next areas with the most completed ideas.  

    clipboard_e05bfa598ec253b383a409eb70dcd51b7.png

    Global Knowledge Delivery

    eLearning

    A re-designed Alma Essentials training kit was recently released as well as new modules for Rialto kit. We continuously update existing content and release new eLearning modules and courses, across all products, moving away from long tutorials towards micro learning, short and specific videos.

    Customer Education

    Primo VE: Become an Expert webinar - a 12-part webinar series is currently in progress, with over 4,500 registrants to date. You can sign up for future sessions or watch recordings here.

    Premium Services

    To support the evolving needs of libraries, Ex Libris offers an array of Premium Services for libraries that are in production with Ex Libris solutions. These services will help you to improve efficiency, deploy new features or services, and learn more about functionality.

    Learn more about our various offerings through the links above, or contact us for more information: Premium.Services@exlibrisgroup.com

    Alma Documentation Update 

    The Resource Management section of the Alma Documentation has been split into smaller sections and reorganized to make it clearer where information is, making it easier for you to find content when you need it.

    The new sections are:

    GuideMe 

    Recentlywe released new walkthroughs on CDI, SUSHI Account, Course Management, Activating an Electronic Collection and more, check them out. See full list and more information here. 

    May Release Sneak Preview

    Click here to view the May release sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of March's Release

    Action Items

    Denied Note for Unregistered Users - Institutions can now add a secondary denied note for unregistered users, which will allow displaying a different message to logged out and logged in users who are denied access to a digital resource.

    Upcoming Issues to Note

    New GuideMe Workflows

    This month sees three new GuideMe walkthroughs:

    1. Avoid Duplicate Ebook Results in CDI
    2. Enable Collection for CDI Discovery Only
    3. Configure a SUSHI Account.

    See the GuideMe FAQ page for more information about all the GuideMe workflows. 

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    Next Release Sneak Preview

    April 2021 is a maintenance release that will not contain any new features.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of February's Release

    Action Items

    Identifier Based Locate - You can fine tune the resource sharing locate profiles to prefer identifier (such as ISBN) based locate and use other information (such as title) only if the borrowing request has no ISBN.

    Book chapter form - The Primo resource sharing request form can be enhanced to enable easier filling in of book chapter information. This is achieved by showing the chapter relevant fields (chapter/pages) only if the patron explicitly indicates that a book chapter is requested. The requested format will automatically be ‘digital’.
    Allow automation of branch requesting for RS serial requests - As resource sharing lenders, you can have Alma automatically create pickup request at branch libraries (for physical and for digital supply). When the requested resource is a serial or multi volume, you can now have Alma create a general hold/digitization request. This is in addition to the previously only option to automatically create a title level request. This would enable an automated branch requesting process for libraries that have cataloged their serial issues.

    Upcoming Issues to Note

    Sandbox Refresh

    As a reminder, premium sandboxes will be updated in February according to Alma's premium sandbox refresh policy.

    SAML Certificate Workflow Update

    Starting in August 2021, to accommodate the updated expiration policy of the certificate vendors, the signed certificate will be issued twice yearly.

    For example, the certificate made available in August 2021 will expire in June 2022 and the certificate made available in February 2022 will expire in December 2022. This means that institutions that wish to use the signed certificated must update it twice a year.

    Ex Libris highly recommends using the provided self-signed certificate to reduce the frequency of certificate updates.

    As of February 1, 2021, Leganto will use the Copyright Clearance Center’s standard fee of $3.50 per order line item (citation), instead of the $0.45 discounted fee which is charged today. In the transition period, the calculation will be as follows: Any citation where the first download occurs before February 1st will retain the current $0.45 fee for the duration of the course. Citation that are not downloaded until after February 1st will include a fee of $3.50.
    For more information about the integration between Leganto and the CCC, see Clearing Copyrights Through the Copyright Clearance Center (CCC).

    Next Release Sneak Preview

    Select March 2021 Sneak Preview to view the next release sneak preview.

    Download a PDF of the Release Notes and Resolved Issues.

    Make the Most of January's Release

    Action Items

    Receiving Digital Files for Borrowing Resource Sharing Requests - Two new options are included in this release for libraries that receive or ship digital files for fulfilling resource sharing requests:

    1. If you have received an attachment as a borrower, you can upload it to the borrowing requests task list and have Alma send an email with a link to the patron
    2. When both the borrower and lender are Alma institutions, the lender can trigger the borrower side to send an email directly to requesting patron, without requiring that the borrower exposes the patron’s email to the lender.
    Retry Rapid Requests - If you are using Rapid ILL in an integrated manner, you can now override Rapid self ownership blocks using a dedicated "Override local holding" action in the Alma task list.
    Improved Inventory Import - As part of the import profile, you can now define how to map the imported records to existing records in Alma.
    Additional Recent Entities Added - This release adds three key configuration entities (Code table, mapping table and integration profiles) to the Recent Entities slide out, enabling you to easily view recent changes made by you, and in a single click, navigate back to the specific table or profile you modified.

    Upcoming Issues to Note

    Sandbox Refresh

    As a reminder, premium sandboxes will be updated in February according to Alma's premium sandbox refresh policy.

    Analytics Infrastructure Performance Upgrades

    Ex Libris is currently implementing performance upgrades to the Alma Analytics infrastructure which will include the Oracle In-Memory Database. These upgrades will greatly improve performance when running analytics reports and are being rolled out gradually. The table below describes the rollout plan. For more information, see the Analytics - Infrastructure Improvements in 2020 document.

    Instance

    Will be implemented during

    NA01

    Completed

    NA02

    Completed

    NA03

    Completed

    NA04

    Completed

    NA05

    Completed

    NA06

    Completed

    NA07

    Completed

    NA91

    Completed

    EU00

    Completed

    EU01

    Completed

    EU02

    Completed

    EU03

    Completed

    EU04

    Completed

    AP01

    Completed

    CA01

    Completed

    CN01

    January 2021

    Change to the Community Zone collection used for SAGE for orders originating from OASIS/GOBI via 'Real Time' Orders

    In March release orders for SAGE resources coming into Alma via Real Time ordering  from OASIS/GOBI will look for the relevant resource under the following collection: SAGE Knowledge A-Z (collection ID 613790000000000598) and not in the collection which is being used now.

    In case you would like to move PO lines/License associated with resources under the previous SAGE collection to the new collection please use the " Move electronic portfolio information" job, more information can be found in Running Manual Jobs on Defined Sets.

    Alma Roadmap Highlights

    The next version of the Alma Roadmap Highlights document will be published in January 2021.

    Next Release Sneak Preview

    Select February 2021 Sneak Preview to view the next release sneak preview.

    Main Features

    Support for the Safari Browser

    December 2021 Administration and InfrastructureURM-143082, 143083

    Alma is now certified to run Safari browser on Apple OS (in addition to the existing certification for the Chrome, Firefox, and Edge browsers).

    See Browser and OS Requirements

    Sharing Letter Customizations within Alma

    December 2021 Administration and Infrastructure
    Now Alma supports the ability to contribute XSL templates of customized letters to the Community Zone and to copy them over to your institution for local use, as well as preview how the template will work and look like before copying it over. This makes it much easier to share XSL configurations between institutions.  URM-159372

    In addition, get the presentation: How to contribute letter configurations to the Community Zone and copy them to the institution

    See the online help at Contributing Letter Customizations to Community Zone.

    "Update from Central Catalog" Job Schedule Change

    December 2021 Administration and InfrastructureURM-161345
    The scheduling of the Update from Central Catalog job now runs the job on the half of the hour. As of this release, the job runs hourly, but will start in the mid of every hour (12:30, 13:30, etc.). 

    Excel Report Enhancements 

    December 2021 Administration and Infrastructure URM-157940
    Now the Excel reports exported from Alma (including the Print Slip Report used for Requests) are formatted in a way that is easier for users to view and understand, and eliminates the need for the user to handle the Excel formatting. This makes it easier for users to use and analyze the information in Excel reports produced from Alma.
    The Excel files exported from Alma are now formatted out-of-the-box as follows:
    • Headers have the options to sort / filter
    • Column width is auto-adjusted to fully display the contained information
    • Content is wrapped in a cell - specifically important for cases where the cell contains multiple lines separated by Alt+Enter
    • Hebrew & Arabic text (right-to-left direction) is aligned to the right

    This functionality is enabled by default. To disable it and return to the previous way Excel reports were exported, contact Ex Libris Customer Support. 

    Watch the Improved Format for Excel Reports video (1:08 minutes).

    Counter Added to Printouts Queue in Task List

    December 2021 Administration and Infrastructure URM-122686

    The Tasks List widget and the Tasks panel now display the items currently in the Printout Queue, including names of letters and how many there are of each letter. This helps Operators to work more efficiently, as printing is not always automated via email. 
    print queue in the tasks.png

    GetIt Libraries - Customized Display Order 

    December 2021 Fulfillment NERS NERS Enhancement (ID #6676)
    URM-141300

    Now customers can define a list of libraries and list of locations within a library in a prioritized order, and have this order reflected in Primo or Primo VE search results. This enables more meaningful sorting of locations in the Get It menu.

    When displaying a list of locations in the GetIt tab, if the record has multiple holdings, they will be listed in the order that has been defined by the institution. 

    To support this, a new option "Use Custom Sorting" was added to the Locations Ordering Profile page (Configuration > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile). Once you select this option, you can customize the order in which the libraries will be displayed in the discovery system. 
    Locations_Ordering_Profile.png

    The priority of each location within the library can also be determined by configuring the 'Discovery Priority' attribute of a  location (Configuration Menu > Fulfillment > Physical Locations, when the selected configuration scope is a library). 

    See Configuring the Order of Locations in Primo Search Results.

    For more information on the new options for customizing the order of libraries in Primo VE, see Get It - Custom Order of Locations.

    Proxy Requesting

    December 2021 Fulfillment idea exchange Idea ExchangeURM-149101

    A new type of proxy user is introduced, that will function as an extension for the sponsor user: Fulfillment proxies will have a proxy account (separate from their personal account, if exists), with which they'll be able to log into Primo or Primo VE, place hold and resource sharing requests on behalf of their sponsor user, follow up on these requests, be notified when they reach the hold shelf, and check out items on behalf of the sponsor user.

    To create a fulfillment proxy user, check the "Add as a fulfillment proxy" when adding the new user, and select the sponsor user from the list. The new account created will only be able to perform fulfillment activities on behalf of the sponsor.

    See Managing Proxy Users.

    Reshare Integration — Push Borrowing Request

    December 2021 Fulfillment-Resource SharingURM-155623

    Alma enables you to push user borrowing requests to Reshare (Fulfillment > Resource Sharing > Partners). Alma can check whether the resource is found in the ReShare network without your users needing to leave their known discovery system. Additionally, your users do not need to enable Alma to search for the resource they need via the various resource sharing options that your institution supports.

    Reshare_Integration.png

    Reshare integration

    Enter the ReShare credentials in the Parameters tab.

    Reshare_Credentials.png

    Reshare credentials

    Network Member Can See Physical Usage Information for an Item

    December 2021 Collaborative Networks URM<-127545

    Now users of consortia members can see physical usage information for items available in other institutions, including last loan date and the number of loans. This enables staff users to give a good recommendation from which member to loan an item, based on better availability prognosis due to the lower frequency of lending.

    To view this information, when searching in the Network Zone, go to the 'Held By' tab under the Title search, select one of the institutions from which this item can be loaned, and open the new Physical Usage tab:

    Physical usege tab in Held By.png

    This functionality is disabled by default. To enable it, set the share_item_usage_across_network customer parameter to true in the Network Zone (see Configuring Other Settings (Resource Management)). 

    See Repository Search when Using a Network Zone and Searching in Alma.

    Automatic Deletion of Network Zone Bibliographic Record not Held by Other Institutions

    December 2021 Collaborative Networks URM-159367

    Now when you delete a bibliographic record in the Institution Zone, and you're the last library in the consortium to hold it, the bibliographic record is deleted in the Network Zone.

    This happens only for Network Zones where the withdrawn inventory is linked to a Network Zone-cached record.

    This functionality is disabled by default. To enable it, set the delete_nz_bib_without_inventory customer parameter to true (see Configuring Other Settings (Resource Management)).

    See Withdrawals, Working with Bibliographic Records and Manual Jobs

    Libraries Sorted by Relevance as Default

    December 2021 Resource Management URM-154893

    To facilitate the work of Inventory Operators, who are interested first and foremost in seeing inventory within the library they work in, the sort_library_by_relevance customer parameter (Configuration > Resources > General > Other Settings) is now set to True as default. 

    Now the below functionalities within Alma are sorted first by "Physically At" location of the user:

    • Metadata Editor Holdings 852 $b:
      Now when you press Ctrl+Fthe "Library" dropdown "Sublocation or collection(b)" displays first the library that is selected as your "Physically at" location:852 sublocation field my library on top.png
    • "Libraries" Facet in Physical Item search and Holdings search:
      Now when doing a Physical Items search and Holdings search, the "Library" facets in the search results displays first the library that is selected as your "Physically at" location.
      Library facet sorted by physically at.png
    • Holdings list in the "Physical" tab in Physical Titles search:
      Now in the Physical tab that appears under each title, the holdings records that appear first are the Holdings records for the library selected as your "Physically at" location.
      holdings sorted by library.png

    For additional details, see Support for Libraries Sorting by "Physically At" Location in August 2021 release notes. 

    See Configuring Other Settings (Resource Management).

    December 2021 Resource Management URM-141706

    Related records can now be republished to external systems, so that the external catalog has a full representation of the catalog and inventory of your library. You can include the related record information (bibliographic and physical inventory). If the institution is part of a consortium, then when publishing bibliographic records from the Network Zone to an external system, the related records information can also be published to the external system.

    The section Related Records Enrichment was added to the Publishing Profile Details page > Step 2. On this page you can define the information that will be added to the published bibliographic record from its related records. This new section is relevant for all types of publishing levels and all output formats, except Dublin Core simple / qualified.

    Related records enrichment.png

    To deploy this feature for existing profiles, running Republish Entire Index is required.

    See Publishing and Inventory Enrichment (General Publishing)

    UNIMARC / Marc21 Bibliographic/Authority Crosswalk Enhancements

    December 2021 Resource Management URM-153079

    A number of enhancements were introduced to the UNIMARC/MARC21 crosswalk to handle missing/new/incorrect fields mapping. This includes the following enhancements (not an exhaustive list):

    • Authority MARC21 to UNIMARC - New Authority crosswalk was added both directions for the below subfields:

      UNIMARC Authority

      MARC21 Authority

      280

      $a

      $j

      $x

      $y

      $z

      155

      $a

      $v

      $x

      $y

      $z

      480

      $a

      $j

      $x

      $y

      $z

      $6

      455

      $a

      $v

      $x

      $y

      $z

      $6

      580

      $a

      $j

      $x

      $y

      $z

      $6

      555

      $a

      $v

      $x

      $y

      $z

      $6

    • Authority UNIMARC to MARC21 - UNIMARC AUTH 822 is now crosswalked to MARC21 AUTH 922. Indicators and subfields are copied as is.

    • Authority UNIMARC to MARC21 - UNIMARC AUTH control X10 $8 (language code of cataloging) is NOT mapped into AUTH MARC21 $9.

    Authority Control Task List Enhancements

    December 2021 Resource Management URM-129587

    Major performance improvements were introduced on the Authority Control Task List, enabling the staff users to access it in a much shorter time. 

    In addition, three filters were added on top of the table instead of the facets:

    • Brief Level – Use this option to view records for a specific brief level. This can be configured to appear as an additional column of information in your authority control task list.
    • Suppressed from Discovery – Use this option to view only the records that are suppressed from discovery (Yes) or to view only the records that are not suppressed from discovery (No).
    • Linked to Community Zone – Use this option to view only the records linked to the Community Zone (Yes) or to view only the records that are not linked to the Community Zone (No)

      Authority Control Task List.png

      See Using the Authority Control Task List.

    MARC21 Updates

    December 2021 Resource Management URM-158725

    The following MARC21 bibliographic and holdings configuration profile updates have been completed:

    • MARC 21 Bib – Update No. 32 (June 2021) 
    • MARC 21 Holdings - Update No. 32 (June 2021) 

    See MARC 21 Search Indexes.

    Metadata Editor Accessibility Improvements

    December 2021 Resource Management URM-145831
    • The blue color on text/icons/buttons was replaced to provide a better contrast with their surroundings. 
    • When opening tow records side by side, the user can zoom out to 200%.
    • When the Metadata Editor is loading for the first time, the screen reader says “Metadata Editor loading alert, please wait” for the benefit of screen user users. 

    Alma Accessibility Improvements

    December 2021 Resource Management

    The following improvement was done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    • In records lists with checkboxes, a label was added to every checkbox for screen reader users with the relevant title. This helps users know what they are selecting or clearing when focused on the checkbox, without needing to go ahead in order to hear the title and then go back to checkbox.
      accessability_checkbox with titles.png

    Patron Waitlist Notification By SMS

    December 2021 Digital Resource Management URM-156791

    Patrons waiting for a resource with the Patron Waitlist feature now have an option to be notified by SMS when it becomes available.

    To configure this option, enable the new Delivery Registration Status Letter that is sent by SMS (Configuration > General > Letters > Letters Configuration):

    delivery_registration_status_leter.png

    Delivery Registration Status Letter

    When a logged in user requests a resource that has reached its maximum number of concurrent users, the waitlist registry page now displays an option to receive availability notification via SMS:

    receive_notification_via_sms.jpg

    Receive Availability Notification Via SMS

    When the patron selects the checkbox, a notification is sent by SMS to the phone number in the user's profile when the resource is available.

    Add Watermark to Digital Image Files

    December 2021 Digital Resource Management URM-159872

    For a PowerPoint describing how to add a watermark, see Alma Digital - Copyright Watermarks for Image Files.

    You can now add a watermark image to digital image files.

    You configure watermarks from Configuration > Fulfillment > Copyright Management > Digital Watermark:

    watermark_details.png

    Watermark Details

    Load an image from the Image field to select it as a watermark.

    To apply a watermark to the images of a representation, add the watermark to a copyrights statement associated with the representation. To support this feature, the Watermark field was added to the Digital Copyrights configuration page (Configuration > Fulfillment > Copyright Management > Copyrights Statements - Digital:

    copyrights_statements.png

    Watermark

    Select a watermark from the Watermark field to add it to the copyrights statement.

    As part of this feature, the procedure for configuring obtrusive copyrights for boilerplate copyrights statements was aligned to match the procedure for custom copyrights statements. To configure obtrusive copyrights for boilerplate copyrights statements, edit the copyrights statement and select the Obtrusive checkbox.

    obtrusive_boilerplate_statements.png

    Obtrusive Copyrights for Boilerplate Copyrights Statements

    API Restrictions for Loans and Fees

    December 2021 API URM-159909

    The API restrictions Integration profile enables limiting the get loans API and the GET fees API to specific libraries.  It is possible to set the fulfillment API restriction to a specific library or a few libraries.

    This refers to the APIs related to the user’s activities: Requests, loans, Resource Sharing requests, Fine & Fees.

    Integration_Profile.png

    Integration Profile

    For more information, see: Working with API Restriction Profiles in the Developer Network.

    Added CDI Group Settings Fields in Electronic Collection API

    December 2021 API URM-147500

    The Electronic Collection API is enhanced to include CDI group settings fields. These fields are: cdi_collection_id, number_of_records_in_cdi, cdi_update frequency, full_text_linking_in_cdi, cdi_newspapers_search, provider_coverage, resource_types, full_text_rights_in_cdi and cdi_type.  

    For more information, see: Rest Electronic Collection in the Developer Network.

    Attachments Enabled for Invoice and License API

    December 2021 API URM-129216

    The invoice and license APIs include expand parameters for attachments. A GET API will return the number of attachments for invoices and licenses.

    For more information, see: Acquisitions in the Developer Network. 

    Add Historical Loans to the getLoans API

    December 2021 API URM-17674

    An option has been added to provide historical loan information in the get Loans API. There are two possible use cases for this option:

    • Historical Loans for a User - subject to Anonymization
    • Historical loans for an Item

    For more information, see: Users and Fulfillment in the Developer Network. 

    OpenID Connect (OIDC) Integration Profile Enhancements 

    November 2021 Administration and Infrastructure URM-149692, 158052
    The OpenID integration capabilities were enhanced to support multiple profiles and more ways to match on user information, supporting a more flexible and robust integration for SSO and Authentication.  The following is now supported:
    • New fields were added to the OpenID Connect Integration profile to enable you define additional OIDC information: "Scopes", "Additional Claims", "Matching claim", "UserInfo Endpoint". 
    • You can now populate the integration profile by using the .well-known URL.
    • More than one OIDC profile can now be configured in Alma.

    Job Results Displayed on the Monitor Jobs Page

    November 2021 Administration and InfrastructureURM-152915
    The new columns "Records Processed" and "Records with Exceptions" were added to the jobs table on the Monitor Jobs page (Admin > Manage Jobs and Sets). These columns allow the staff users to easily scan the list and identify jobs that view how many records were handled by the jobs on the fly. 
    To display these columns in the table, select the above the table and select this columns from the list that opens. 
    November 2021 Fulfillment NERS NERS Enhancement (ID #6941)

    When presenting Electronic Services via Alma Link Resolver, Alma now gives the library the option to prefer services of collections/portfolios that have a linked PO Line (i.e., subscribed services or owned ). Once enabled, services for portfolios that have a PO Line, either at the level of the collection or at the level of the portfolio itself, are displayed above all the other services. This preference overrides both the default alphabetic sorting order and the list of services listed in the Top Services section. 

    To support this feature, a new option "Prefer Ordered Resources Option" was added to the Online Services Order page (Configuration > Fulfillment > Discovery Interface Display Logic> Online Services Order).

    See Configuring the Order of Online Services.

    Holdings Search Introduced

    November 2021 Resource Management URM-153079

    A new search option "Physical Holdings" was added to Alma repository staff search. The holdings search provides the ability to search holdings based on title, holding, and item information. The retrieved results provide the list of holdings records that match the defined search criteria, along with the titles for these holdings, and the items that are associated with these holdings. This search option allows librarians to have direct access to multiple titles and provides more accurate results for holdings-level records​ by library.  
       

    Although physical inventory does not exist in a Network institution, the Physical Holdings option still appears in Network Zone (similarly to the existing Physical Items option).

    The "Physical Holdings" search option and the search results panes are based on new-generation infrastructure, which offers more convenient and user-friendly user interface, and quicker performance. 

    In the November release, only the simple search is available for this search option. The advanced search will be introduced in upcoming releases. 

    Viewing Items per Holdings Record  

    To view the list of items associated to a particular holdings record, select the holdings record. The Details pane opens that displays the information for that holdings record, including the list of all items associated with it.  

    list of items per holding.png

    To view the information for a particular item, select View Items. A sliding pane opens above the search results where you can sort the items, search for items, and perform the different actions on the list of items (for details, see Working with the List of Items). The sliding pane allows you to view and work with items, and then resume your ongoing work without interrupting its context. The items list displays up to ten items. There is a pagination option if there are more than ten items.

    sliding pane with list of items.png

    When you add a new item from the sliding pane (by selecting the Add Items option), the new item is immediately added to the list of items on the right pane of the search results. 

    Watch the Search for Holdings Records video (1:49 minutes).
    November 2021 Resource Management URM-143825

    In the Physical Title search results, all possible inventory is now accessibleto the Inventory Operators. This allows the Inventory Operator would like to check possible availability in holdings and items in its hierarchy, and also in related holdings or items. This improves the staff user’s ease of use and efficiency.

    The Inventory Operator can navigate to related items for the specific title and see them as physical items search results. Navigation links to related records and associated inventory were now added similarly to the links that appear for the main record.

    Similarly, the related holdings are displayed as search results using the new Holdings search. 

    In addition, the navigation between the related record and the main records items and holdings was enhanced, such that when a specific item or volume or issue are being referenced in the related record (the 77X field contains a $g with specific item information, or even when $g is unspecified), only the relevant holding or item record is shown when using these new navigation links.

    See Searching in Alma.

    MARC21 Updates 

    November 2021 Resource Management URM-130895, 152187

    The following MARC 21 updates (for bibliographic, holdings, classification, and community information formats) have been added to Alma:

    Authority records:

    • Profile updates - New fields were added: 147, 447, 547, 747 
    • Display - New fields were added: 147, 447, 547, 747
    • Search - New fields were added: 147, 447, 547
    • Headings -  New fields were added: 147, 447
    • F3 functionality for "See Also" (5XX) fields in authority records used for linking between two authority records now applies to 547 as well

    Bibliographic Data and functionality:

    • MARC21 Bibliographic Profile updates:
      • Field 335 was added. 
      • Field 345 was renamed. 
    • Search - New field was added: 647
    • Headings - New field was added: 647 
    • Browse bibliographic headings - New source code 'Even Name' was added to heading types Names and Subjects.
    • Browse bibliographic headings - Name / Subject -  Field 647 was added. 

    Authority Control:

    • Field 647 was added to the list of authority-controlled fields.

    See MARC 21 Search IndexesBrowsing Bibliographic HeadingsWorking with Authority Records

    UNIMARC / CNMARC Updates

    November 2021 Resource Management URM-125908

    UNIMARC and CNMARC updates (for bibliographic, holdings, classification, and community information formats) have been added to Alma in the November 2021 release to keep them up to date with the latest (same updates to both formats).

    These updates include, among others (not an exhaustive list):

    • New values e-j were added to the position 1 of subfield a of bibliographic CN/UNIMARC 135 field. 
    • New value '2' was added to the second indicator of the authority 801 field. 
    • Authority fields 231, 431, 531 with all subfields were added to the CNMARC profile.

    See UNIMARC Search Indexes.

    Support for Lithuanian Alphabet

    November 2021 Resource Management URM-157666

    Alma now supports the Lithuanian language, including repository search, user search, browse bibliographic and authority headings, using F3, and sorting results.

    As part of the release of this functionality, re-indexing is automatically triggered for the customers that use the Lithuanian search settings. Until re-indexing completes, inconsistencies may appear.

    See Lithuanian CharactersBrowsing Bibliographic Headings and Configuring Institution Languages

    Semi Annual Re-indexing

    November 2021 Resource Management URM-157936

    During November, the semi-annual re-indexing (described in greater detail in Updates) will be run. Features or resolved issues that require re-indexing to be fully functional will be addressed by the November semi-annual re-indexing. See the list below.

    • Support for Swedish and Norwegian alphabet. See here.
    • Support for Icelandic alphabet. See here
    • Field 335 was added and field 345 was renamed. See here

    Change the CDI Option 'Do not show as full text available in CDI even if active in Alma' for Alma Consortia

    November 2021 Resource Management URM-151643

    In the CDI tab of the Electronic collection editor, in case on ‘Available for’ activation exists for a member institution, campus or library, the option 'Do not show as Full text available in CDI even if active in Alma' is disabled for this member institution, campus or library. In addition, when hovering over the option checkbox, a message is displayed stating: 'This option cannot be used because there is no corresponding 'Available for' activation for this collection'.

    Metadata Editor Accessibility Improvements

    November 2021 Resource Management URM-142368
    • Level A - The correct HTML tags were set on Records/Template/Rules items and on the buttons of the Browse Bibliographic Heading form to improve Metadata Editor readability to screen reader users.
    • Level AA - Color-contrast issues were fixed for icons and on the frames of the Browse Bibliographic Heading form and the indicators and fields in the Editing area.
       
      Darker frames on the Browse Bibliographic Heading form

    Alma Accessibility Improvements

    November 2021 Resource Management URM-142368, 116790

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    Visibility:

    A high-contrast color scheme was added to aid users with eyesight disabilities who have difficulty using the standard color scheme. A high-contrast color scheme helps users better distinguish between different visual elements. 

    This is currently available in the following browsers:

    • Chrome - standard extension both on Windows and MacOS
    • Firefox on Windows
    • Issues in main pages such as home page, search, and editors.

    In future releases, this will be made available for Safari on MacOS as well. 

    Facets:

    • Text was added to the below button for screen reader users to know whether the facets area is open or closed.

    • Colors were changed to increase the contrast ratio between text and its background to at least 4.5:1.

    Default Display Now Configurable in Internet Archive Book Reader

    November 2021 Digital Resource Management URM-156605

    You can now configure the default display for the Internet Archive Book Reader (Configuration > Discovery Interface Display Logic > Viewer Services > Internet Archive Book Reader) to be Single-page, Two-page, or Thumbnail view:

    default_display_configuration.png

    Default Display Configuration

    Run "Filter Set by Indication Rule" Job from API

    November 2021 API URM-155897

    Alma's API now enables filtering a set by indication rule(s). This feature is helpful when you need a set that is based on metadata elements that are not indexed.
    For more information, see https://developers.exlibrisgroup.com/alma/apis/docs/conf/UE9TVCAvYWxtYXdzL3YxL2NvbmYvc2V0cw==/ in the Developer Network.

    API for Circulation Desks

    November 2021 API URM-51015

    A new API enables retrieving a list of circulation desks for a given library. 
    For more information, see https://developers.exlibrisgroup.com/alma/apis/conf/ in the Developer Network.

    RFID Connector Popup Now Served Over HTTPS (Secure) Protocol

    November 2021 API URM-154196

    Following recent security related modifications in Chrome and Edge, the RFID connector popup is now served over https (secure) protocol.

    'Requester Note' Displayed in Purchase Requests List

    October 2021 Acquisitions URM-156375

    In Alma, the Requester note has been added to be displayed in the list of purchase requests. The note adds helpful information for managing requests to users who will be approving or rejecting the request. The requester note contains information about the course, instructor, number of copies, and number of participants.

    Requester_Note_Pur-Req_List.png
    Requester Note

    Alma Announcements Now Available in Alma

    October 2021 Administration and Infrastructure URM-150683

    Alma Announcements are now available by selecting the Announcements icon.png icon on the Persistent Menu Bar in Alma. This now allows Ex Libris to update users about Release announcements, new feature rollouts, important issues, unusual occurrences, as well as ad-hoc announcements. This is in addition to the existing Ex Libris communication channels (SalesForce emails, list-serv groups, etc.), which are still in place and have not changed.

    While some announcements are relevant for all users, other announcements will be sent only to specific roles or specific geographical regions, so that only relevant staff users receive these announcements. 

    Alma Announcements are enabled on the institution level. The individual staff user has the option of hiding the Announcements icon. 

    See Alma Announcements and The Alma User Interface

    Watch the Introducing: Alma Announcements video (1:28 minutes).

    Sending Emails to Multiple Recipients via CC Email Accounts

    October 2021 Administration and Infrastructure  idea exchange Idea Exchange URM-103396

    Now Alma can send emails to multiple recipients simultaneously, for example emails addressed to under-aged patrons can also be sent to their legal guardians. To enable this, Alma now supports a new type of email "CC address" for public and staff type users only. When an email is sent to the patron, it is sent to all of the CC addresses, in addition to the address that is marked as Preferred

    Managing the CC emails is currently possible using the Alma UI , Create User API and the SIS load. Primo VE will enable managing CC emails in an upcoming release.

    Changes to Resource Sharing Facets

    October 2021 Fulfillment-Resource Sharing URM-156519

    On the lender task list, there is a newly added facet labeled External System Status. This new facet will include updates from broker systems that support request updates with Alma. On the borrower side, the existing 'BL status' field was renamed to 'External System Status'. In addition to BL, other broker systems that support updating Alma on changes to the borrower requests may also update this field.

    Joint Inventory Workflow - Purchasing Items for Another Institution in the Consortia

    October 2021 Collaborative Networks URM-152521

    Now one institution can order for another institution in the Consortia. When the resource arrives, the ordering institution can transfer the resource to the other institution, by a dedicated action for a single resource, or in batch using the 'Change Physical Items information' job (see Moving Items to Host Location in Batch below). This enables a single workflow for joint use of inventory, so that all consortia members can have one streamlined method for transferring inventory between them.

    See Joint Use of Inventory in Consortia, Configuring Physical Locations, Manual JobsWorking with Items, and Performing Actions on the Repository Search Results Page.

    Moving Items to Host Location in Batch

    October 2021 Collaborative Networks URM-156523

    Now users can copy items to a hosting library in bulk. To support this, the Copy Items to Host action was added on the 'Change Physical Items information' job. This copies a set of items to the host location (with or without changing their location data by the job). 

    This functionality supports the joint use of purchasing inventory in Consortia, where one member of Consortia purchases items for another (see Joint Inventory Workflow - Purchasing Items for Another Institution in the Consortia above). However, this functionality can also be used for simple transfer of items from one institution to another, when the bibliographic record is an Network Zone record. 

    See Joint Use of Inventory in Consortia.

    Switch to the New Metadata Editor and Classic Metadata Editor Availability Extension

    October 2021 Resource Management URM-154021

    In October release, all users will be switched to the new Metadata Editor, while the classic Metadata Editor is still available. The "Switch to old" button continues to be available in the new Metadata Editor, and users can switch to the classic Metadata Editor. In the near future. Ex Libris will inform on a new date for the end of classic Metadata Editor availability.

    See Usability Improvements and Navigating the New Metadata Editor Page.

    October 2021 Resource Management  idea exchange Idea Exchange URM-152833

    Various staff users actions such as editing, updating, deleting, activating, deactivating, etc., are now enabled/disabled based on the library scope of the user role (whether a specific library or institution level (across libraries)). This functionality provides better control over staff activities across libraries.

    As part of this development, library ownership defined at the level of the collection is now inherited by all portfolios under the collection. This means that a portfolio cannot be owned by a different library than the library defined at the collection level. The release of this functionality includes the removal of any library defined at the portfolio level (unless there is no library defined at the electronic collection level).

    To know if your institution has cases in which the library at the level of the collection is different than the library at the level of the portfolios, Ex Libris recommends that you run the following report:​ "Ex Libris - Portfolios with portfolio library unit different than electronic collection library unit" in the folder: /shared/Community/Reports/Shared Reports/Reports/Inventory – Electronic. This will give you the option to review the library setup of the electronic resource in your institution, and allow you to do the data corrections necessary before the release of the new functionality.

    This functionality is disabled by default. To enable it for your institution, please contact Customer Support. 

    For Q&A regarding this functionality, see Q&A: Limiting Actions Related to Portfolios and E-collections According to User Role Scope.

    See Managing User RolesManaging Electronic ResourcesWorking with the Community Zone Updates Task ListActivating Electronic Resources and Activation Task ListWorking with RecordsPurchase RequestsManaging Licenses and AmendmentsSearching in Alma, Manual JobsManaging Import Profiles.

    Binding of Items Not in Place Now Allowed

    October 2021 Acquisitions, Fulfillment, Resource Management
    Alma now allows binding items when they are in process in a work order department, are being handled by the Acquisitions or Technical Services departments, or by a work order department. This enables users from the Technical Services department to bind issues that are not yet in place.
    Binding is not allowed for Acquisitions items that were not received yet (in process type "Acquisition") or for items are not in place but not in process (e.g. missing, on loan, lost). 
    As before the introduction of this development, when items are being bound together, the original items are deleted and a new item, with no history, is generated. Now the following happens when items are bound:
    • For in-process items, if the original items are attached to open PO lines, Alma will attempt to remove the PO line, or remove the item from the PO line to allow the binding process. 
    • The work order processes that the items are in will be completed. 
    • Alma will attempt to move item-level requests from the items to be bounded to the new item. If the new item cannot fulfill the request, the request is canceled. 
    See Binding (Merging) Items.

    Improved Modal Forms for Rules

    October 2021 Resource Management URM-147827

    In the Rules area of the Metadata Editor, the visual appearance of dialog boxes that pop up when modifying rule properties and when creating new rules was revamped.  
     new norm rule message UI.png

    Alma Accessibility Improvements

    October 2021 Resource Management URM-152833

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    • Facets:
      1. The description of the "X" button were made clearer.
      2. Navigation between the search results list and the facets list by shortcuts was improved: press ALT+Shift+S to focus on search results or press ALT+Shift+F to focus on facets.
         oct Alma accessability 1.png
    • Date picker:
      1. Visual tooltips were added to “From” and “To” inputs.
        oct Alma accessability 2.png
      2. The pressed state was exposed to screen reader users:
        oct Alma accessability 3.png
      3. Roles were added to calendar dates:
        oct Alma accessability 4.png
    • Records list – The state of additional action buttons for screen reader users was fixed, to indicate whether the state is open or close:
      oct Alma accessability 5.png
    • Tables – Grouping labels were added to the Customize Table box:
      oct Alma accessability 6.png

    No Limit Option Now Available for Maximum Number of Deposited Files

    October 2021 Digital Resource Management URM-156052

    You can now configure patron deposits to have no maximum limit as to the number of deposited files per deposit. This is configured on the Deposit Profile page (Resources > Deposit > Manage Deposit Profiles) under the Validation section in the Maximum number of files field:

    deposit_no_limit.png

    No Limit

    Select No Limit from the drop-down list to configure no maximum limit as to the number of deposited files per deposit.

    For more information on Configuring Deposit Profiles, see Managing Deposit Profiles.

    Customizable Notification Letter Now Available When Downloading Digital Files

    October 2021 Digital Resource Management URM-154873

    The new Download Files Job Letter is now sent after running the Download Files job to download the files of a digital title into a zip file (see Download Files). The letter is customizable from the Letter Configuration page (Configuration > General > Letters > Letters Configuration). This letter informs you that the job is completed.

    For more information on configuring this letter, see Download Files Job Letter.

    Expiration Date Now Available as a Digital Access Rights Policy

    October 2021 Digital Resource Management  idea exchange Idea Exchange URM-156375URM-50712

    You can now configure access rights to expire for a patron according to a time period after a certain date. To support this feature, the Expiration option is now available when configuring parameters for access rights rules (Configuration > Fulfillment > Copyright Management > Access Rights):

    expiration.png

    Expiration

    Select a date from the files metadata on which to base the expiration date, such as the Publication Year or select a fixed date.

    expiration_date.png

    Time Period

    Enter the time period after the date you selected for access to the digital file to expire.

    time_period.png

    Expiration

    For more information on Configuring Access Rights, see Access Rights Policies for Digital Objects.

    Local Authorities Alma Analytics Subject Area

    October 2021 Analytics  idea exchange Idea Exchange URM-138937

    The Local Authorities subject area is now available in Alma Analytics. Using the Local Authorities subject area you can create reports and dashboards for Local Authority records that are defined locally in the institution.

    Authority records are part of process that organizes bibliographic information to create uniformity in the names of people, topics, and places in a bibliographic record so that it is easy to search for the record in the repository. This creates a single, distinct spelling of a name (heading) or a term for each topic.

    Each Authority record contains a subject, such as an author, topic, series, or corporation and a particular unique identifier or heading term which is then used consistently, uniquely, and unambiguously for all references to that subject.

    You can use the Local Authorities subject area to answer the following types of business questions:

    • How many local authority records are created, deleted, and revised on monthly and annual basis?
    • How can I generate reports that allow counting authority records and listing the detail of these records, for example: by creator, date of creation or modification, heading type, etc.?
    • Which bibliographic headings or records are linked to an individual authority record?
    • Which authority records are not linked to any bib headings searchable authority RDA elements, for example, records that contain keyword from MARC tags 37X, 667, 670 and some local fields?

    For more information, see Local Authorities.

    DARA Alma Analytics Subject Area

    October 2021 Analytics URM-125584

    The DARA subject area is now available in Alma Analytics. Using this subject area, you can create reports and dashboards concerning the use of the DARA recommendations received by your institution and can answer the following types of business questions:

    • How many recommendations were used?
    • How many recommendations were dismissed?
    • What were the recommendations?
    • What was the dismissal reason for the recommendation?
    • Who made the changes to the recommendation?
    • When was the recommendation created and when was it changed?

    For more information, see DARA.

    User Registration Rules for Create User API

    October 2021 API URM-155359

    Alma's user APIs enable registering a user that not only creates a user record, but also assigns a patron role and potentially creates fees using rules. The API enables a process exactly identical to registering at a circulation desk and triggers the user registration rules, including setting the relevant library to trigger rules configured at the library level. Libraries will be able to implement this for self registration from their library portal. For more information, see: https://developers.exlibrisgroup.com/alma/apis/docs/users/UE9TVCAvYWxtYXdzL3YxL3VzZXJz/ in the Developer Network.

    Creating a User via API for Centrally Managed Users 

    October 2021 API URM-150078

    Alma enables using the Create User API to create user accounts that are linked to the "Network Zone" copy of the user account for libraries in a centrally managed user network (see Centrally Managed Users for consortia with a network zone).

    When a Create User API call is sent to a member institution, it can be sent with '&source_institution_code=AAA_NETWORK' and '&source_user_id=XXX' where XXX is the ID of the user in the Network Zone and the user will be copied over to the member institution. For more information, see: https://developers.exlibrisgroup.com/alma/apis/docs/users/UE9TVCAvYWxtYXdzL3YxL3VzZXJz/ in the Developer Network.

    'Invoice Due Date' Field Added to Invoice Editing Screen

    August 2021 Acquisitions URM-144930

    Alma has added a new field, "Invoice due date", to the Invoice editing screen. The Invoice due date is used mainly for ERP export purposes and does not affect the invoice progress within Alma.

    Once the invoice's status is "Ready to be paid" or "Waiting for payment", the invoice due date field is not editable (as the invoice was exported to the ERP already).

    The field is populated in two ways:

    • When an invoice is created manually.
    • When an invoice is created automatically via EDI. The date information is populated from the "DTM+13" field of the EDI file.

    An invoice due date can not be earlier than the "Invoice date" defined in the invoice.
    Additionally, the invoice date and invoice due date information is added to the invoice main list (to be used when searching for invoice and when using the invoice links from the Acquisitions menu).

    The "Invoice due date" field can also be updated (POST, GET, PUT) via API. 

    Invoice_Due_Date.png

    Invoice Due Date field 

    Define a Specific Time Frame While Manually Harvesting R5 SUSHI Data

    August 2021 Acquisitions idea exchange Idea ExchangeURM-134451

    In Alma, a new option is included enabling users to define a specific time frame while manually harvesting SUSHI data. This is only available for SUSHI Release 5 accounts. The existing "Harvest Now" function remains and will harvest usage from the past 12 months while the new "Custom Harvest" function presents users with a pop-up window allowing them to define the exact time frame for the harvest period. The "Custom Harvest" operation can run on the entire SUSHI account or on a specific report within the account. Users can define multiple harvest time frames.

    If the selected date range(s) contain months previously uploaded to Alma, these will get overridden.

    Harvest_Date_Range_SUSHI.png

    Harvest Due Date Range 

    Watch the Harvest SUSHI Data from a Specific Time Frame video (1:18 minutes).

    New SAML Certificate

    August 2021 Administration and InfrastructureURM-153999

    The current DigiCert SAML Certificate will expire on December 1st 2021. If your institution uses this certificate, Ex Libris recommends that you consult with the IT dept. in your institution, and if required, replace the certificate for Alma and/or Primo VE. If replacing the certificate, this must be done in coordination with your IDP. For more information, see Replacing a Signed Certificate.

    If your institution uses ADFS, Ex Libris highly recommends that you replace the certificate to avoid any complications.

    No immediate action is needed. Replacing the certificate can be done at any time till its expiry on December 1st, 2021.

    Support 'Partial' Network Unique Item Barcodes in SIP2

    August  2021 Fulfillment URM-146135

    Alma now allows institutions to select whether to allow SIP2 transactions for items of other institutions in networks where barcodes are fully or partially unique (this option can be set by Ex Libris support). This is done by enabling/disabling the “Allow Fulfillment Network Items” option in the self-check integration profile. If self-check is configured to allow items from other institutions, the existing behavior for network items is maintained. Alma checks if there are duplicate barcodes in the network and if so the self-check transaction is refused and the item must be loaned at the desk. If self-check is configured not to allow items from other institutions, then only items of the local institution will be handled by SIP2.

    The new option appears only for institutions that are set up to allow fully or partially unique barcodes.

    Resource Sharing Integration - Netpunkt - OpenReceipt Enhancements

    August  2021 Fulfillment-Resource Sharing URM-152341

    Resource sharing integration with Netpunkt (a Danish ILL system)  was enhanced to update existing borrowing requests. Alma will identify the resource sharing borrowing request using Alma Internal Identifier.
    Resource sharing staff will need to include Alma’s Internal Identifier in the note field of the Netpunkt request form.

    Resource Sharing Integration - LIBRIS -Improved Import

    August  2021 Fulfillment-Resource Sharing URM-139793

    Alma has improved the workflow of how imports from LIBRIS (A Swedish ILL System) are performed. Previously, if an import request already existed or if the partner or patron of the request were unknown in Alma, the import process would not complete. The enhanced workflow now incorporates the following:

    • Alma now checks for an existing match on request IDs (External Identifier) with an active request. If there’s a match, then the rota of the matched request is updated with the rota information provided in the imported request.
    • If the partner record on the imported requests rota is not known to Alma, then the request will be imported and a note will be added to indicate that some partners were not identified in Alma.
    • If the requester one the imported record is not known to Alma, the request will be imported with a general configurable patron.
      The incoming patron information will be saved as a note.

    Resource Sharing Directory

    August  2021 Fulfillment-Resource Sharing URM-152086

    The Resource Sharing Directory is a global Community Zone based repository with up-to-date information about resource sharing libraries in Alma. Libraries can use this directory in order to create a resource sharing partner record and locate profile based on information that has  been contributed to the repository by the peer library itself. This greatly simplifies the process of creating resource  sharing partners, and reduces the chance of errors that  result in no communication between borrower and lender. Pulling a partner record from the community is described in Resource Sharing Partners.

    For the peer to peer process to work, the borrower must pull the lender’s partner record, and the lender must pull the borrower’s partner record.

    A library can contribute its own information to the repository. Please submit this form for Ex Libris to enable this for you. Once enabled, you can contribute your own resource sharing library information to the repository , see "Adding a member to RS Directory from existing RS library" for details.

    Support for Libraries Sorting by "Physically At" Location

    August 2021 Resource ManagementURM-1633

    To facilitate the work of Inventory Operators, who are interested first and foremost in seeing inventory within the library they work in, now the below functionalities within Alma support sorting by "Physically At" location of the user:

    To enable this new sorting, set the sort_library_by_relevance customer parameter to True (Configuration > Resources > General > Other Settings). When the parameter is set to False, the previous sorting order is used. See Configuring Other Settings (Resource Management).

    Metadata Editor Holdings 852 $b - Support for Libraries Sorting by User Location

    August 2021 Resource ManagementURM-124182

    When cataloging the holdings record and updating the 852 field in the Metadata Editor, now when you press Ctrl+Fthe "Library" dropdown "Sublocation or collection(b)" displays the available libraries in the following fashion:

    1. The library that is selected as your "Physically at" location.
      852 sublocation field my library on top.png
    2. Other libraries in the scope of your user roles that are assigned the PHYSICAL_INVENTORY_MANAGE privilege (for the roles assigned this privilege, see below). Note: If you have only one library in the scope of your user roles assigned the PHYSICAL_INVENTORY_MANAGE privilege, this library is selected automatically when editing 852 $b.

    If the holdings record already has a value in 852 $b (if the field was opened from a template), and the library is not in scope of your user roles assigned the PHYSICAL_INVENTORY_MANAGE privilege, Alma issues an error message and you need to select a library that is in the scope.error message if library is inherited from template.png

    Error message when a library inherited from template is not in scope of  your user roles assigned the PHYSICAL_INVENTORY_MANAGE privilege

    When cataloging without using CTRL+F, Alma now allows to modify the value of $b field only if both the existing library and the new library are in the scope of your PHYSICAL_INVENTORY_MANAGE privilege.

    The privilege PHYSICAL_INVENTORY_MANAGE is part of the below roles:

    • PHYSICAL_INVENTORY_OPERATOR
    • PHYSICAL_INVENTORY_OPERATOR_LIMITED
    • PURCHASE_MANAGER
    • PURCHASE_OPERATOR
    • REPOSITORY_MANAGER

    Physical Item Search - "Libraries" Facet Sorted by User Location

    August 2021 Resource Managementidea exchange Idea ExchangeURM-1633

    When doing a Physical Items search, the "Library" facets in the search results can now be ordered as follows:

    1. The library that is selected as your "Physically at" location.
    2. Other libraries in the scope of your user roles that are assigned the PHYSICAL_INVENTORY_MANAGE privilege.
    3. Other libraries, sorted alphabetically. 

    "Physical" Tab in Titles Search - Holdings Sorted by User Location

    August 2021 Resource ManagementURM-71606

    In the Physical tab that appears under each title, the holdings records can now be ordered as follows:

    1. Holdings records for the library selected as your "Physically at" location.
    2. Holdings records for the other libraries in the scope of your user roles that are assigned the PHYSICAL_INVENTORY_MANAGE privilege. 
    3. Holdings records in other libraries, sorted alphabetically. 

    holdings sorted by library.png

    Holdings records sorted by library, when the user's "Physically at" location is 'enew' location

    See Searching in Alma.

    Publishing Profile Information Added to Publishing Information Page

    August 2021 Resource Management URM-152062

    The Publishing Information page (Resources > Publishing > Publishing Information) displays the publishing information of specified identifier and chosen publishing profile. Now this page also displays general information of the selected publishing profile and enables the user to jump to the profile in order to edit it. 

    publishing information page pub profile info section.png

    See Publishing Information

    Additional Columns added to the "List of Holdings"

    August 2021 Resource ManagementURM-153037

    Three new columns were added to the List of Holdings:

    • Summary Holdings: field 866 $$a,x,z,9
    • Supplementary Material: field 867 $$a,x,z
    • Indexes: field 868 $$a,x,z

    The subfields are extracted according to the original cataloging order. Repeatable fields are separated by a semicolon. The new columns are hidden, to display these fields, select the open hidden columns icon.pngicon and select these columns from the list. 

    Additional columns in list of holdings.png

    August 2021 Resource Management

    Alma Link Resolver now supports incoming CDI OpenURLs with multiple ISBNs and eISBNs. Alma will use these ISBNs and eISBNs to match bibliographic records and return all relevant electronic services. 

    Support for Icelandic Special Characters

    August 2021 Resource Management URM-123945
    Alma now supports special Icelandic language diacritics for: repository search, user search, browse bibliographic headings, using F3, and sorting results.

    As part of the release of this functionality, re-indexing will be automatically triggered for the customers that use the Icelandic search settings.

    Until re-indexing completes, inconsistencies may appear.

    See Icelandic Characters, Browsing Bibliographic Headings and Configuring Institution Languages

    Alma Accessibility Improvements

    August 2021 Resource Management URM-152833

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    • Recent entities area - focus indicator were added to all elements:
      focus in recent entities list.png

    • The content of feedback messages is now exposed to screen reader users:
      Expose to screen reader users the feedback messages content.png

    Metadata Editor Accessibility Improvements

    August 2021 Resource Management
    • Keyboard navigation over the list of Records/Sets/Templates/Rules:
      • Use Tab to focus on the first element in the list for record, set, or folder. For templates and rules, Use Tab to focus on the first element in Private/ Shared/ Community lists.
      • Use Up and Down arrows to navigate across a list. It may be a top-level list (in Records tab), or a nested list in a set or folder.
      • Use Enter to open/close a set or folder.
      • Use Enter to open a record/ template/ rule.
      • Use Right arrow to dive into an open nested list of a set or folder.
      • Use Left arrow to zoom out of an item within nested list of a set or folder, and close it.
      • Use Space bar to dismiss tooltips of any item.
    • Tooltips in the Metadata Navigation lists now matches the level-AA behavior:
      • Use ESC to dismiss tooltips (with the exception of tooltips that are dismissed by Space bar).
      • Hover over tooltips with the mouse to view without dismissing.
      • Tooltips are dismissed automatically when the focus moves to the next element.

    Default Cataloging Level Applied to New Records Created by Metadata Import 

    August 2021 Resource ManagementURM-149538

    Now whenever a new record is created from the input file, the cataloger level of this record is the default cataloger level, or "00" level if no default is defined.

    It is recommended to set a default value in the "Cataloger Permission Level" configuration. See Cataloging Privileges for more information.

    See Configuring Cataloging

    August 2021 Digital Resource Managementidea exchange Idea ExchangeURM-144900

    Previously, copyright statements for digital representations were configured through the access rights functionality. This required separate access rights for each copyright statement that was associated with a representation. Now, in addition to the previous functionality, you can configure copyright statements directly on a representation, independently of the access rights.

    The copyright statement configured directly on the representation takes precedence over any configured through access rights.

    To support this feature, the following changes were made:

    • The Copyrights field was added when adding representations to a title:

      copyrights.png

      Copyrights
    • Copyright statements are now configured to be obtrusive per statement on the Configuring Copyright Statements – Digital page (Configuration > Fulfillment > Copyright Management > Copyrights Statements - Digital):
      • For boilerplate copyright statements, select Make Obtrusive. A check mark appears in the new Obtrusive column:

        boilerplate.png

        Make Obtrusive – Boilerplate Copyright Statements
      • For custom copyright statements, select the new Obtrusive checkbox when editing the statement:

        boilerplate - custom.png

        Make Obtrusive – Custom Copyright Statements
    • You can now run the Global Representation Changes job with Copyrights as an input or output parameter:

      global_rep_changes_parameters.png

      Global Representation Changes Parameters – Copyrights
    • You can now search for copyright statements that were configured independently of access rights.

      search_copyrights.png

      Search Copyrights

    Patron Waitlist Management for Controlled Digital Lending

    August 2021 Digital Resource Management URM-148010

    You can now configure a waitlist for patrons when applying concurrent users access rights to support controlled digital lending flows. When the access rights blocks a patron from accessing a digital resource because the limit of concurrent users is reached, the patron is given the opportunity to join a waitlist. When a slot opens, the patron is notified that the resource is now available.

    To support this new functionality, a new Waitlist Management section was added when configuring concurrent users access rights (Configuration > Fulfillment > Copyright Management > Access Rights):

    waitlist_management.png

    Waitlist Management

    From this section you can:

    • Select a grace period during which the patron must access the resource or lose the place in line
    • Limit the waitlist to specific hours outside which the functionality is first come, first serve

    When a waitlist is configured and the maximum number of concurrent users was reached, the following appears to the patron:

    waitlist_registry.png

    Waitlist Registry

    The patron selects Join the Waitlist to be notified when the resource is available.

    Alma sends emails to notify the patron when the patron joins the waitlist, when a resource becomes available, and when the grace period expires.

    After the patron receives access to the resource, the patron can display the time remaining in the session by selecting the hour glass icon and return the resource before the time available is over by selecting Return Early.

    return_early_and_display_time_remaining.png

    Display Time Remaining and Return Early

    For more information, see Configuring a Patron Waitlist.

    Watch the Patron Waitlist for Digital Lending video (4:38 minutes).

    August 2021 Digital Resource Managementidea exchange Idea ExchangeURM-151564

    You can now configure or remove the copyright symbol © that appears in the public note when selecting ViewIt and a copyright statement is associated with a representative:

    copyright_symbol.png

    Copyright Symbol

    To configure the copyright symbol, the following parameters were added:

    • For Primo at Configuration > Fulfillment > Discovery Interface Display Logic > Labels:

      copyright_icon_configuration.png

      Copyright Symbol Configuration – Primo
    • For Primo VE at Configuration > Discovery > Display Configuration > Labels > Viewit Labels:

      copyright_icon_configuration_primo_VE.png

      Copyright Symbol Configuration – Primo VE

    To remove the symbol, set the code table value to NOT_DEFINED.

    Create or Update a Proxy User Via API

    August  2021 API URM-49447

    Alma enables users to create or update a proxy user via API. Previously, the proxy segment for updating users was not supported. Now, when a customer wants to load a new user as a proxy, the user is created/updated with the "Proxy for" users in the XML.

    Recommendations for Jobs that Stopped Working

    August 2021 DARA URM-145088

    DARA now identifies if the Student Information System (SIS) job stopped working and recommends that you check the relevant job reports.

    job_failure.png

    Job Failure Recommendation

    There are three recommendations related to this development:

    • Job failure – if the SIS synchronization job fails 3 times in 10 days
    • No data processed – if no user/researcher was processed in the last 5 days
    • No job instance – if there is no job instance in the last 3 days
    The conditions listed for the recommendations above are configurable.

    For more information, see DARA – Data Analysis Recommendation Assistant.

    Default Type For Disabled PO Line Types

    July 2021 Acquisitions URM-122865

    A new functionality will verify that the "PO Line Type" is active for orders created via API/purchase request. If a certain PO Line type is disabled, Alma will automatically look at the new "default" column and create the PO Line type according to it. These PO Lines will be added with an assertion (alert).

    This functionality can be configured in Configuration Menu > Acquisitions > Purchase Order > PO Line Types as follows:

    • Add a default type for the disabled PO Line type ("Default PO Line Type" column).

    Default POL type 1.png

    PO Line Types Mapping Table

    Selecting a "Default" value will affect the following workflows:

    • When an order is created via API, Alma will validate that the specified "PO Line Type" is actually enabled by the institution, If Yes, Alma will continue.
      • If the PO Line Type is not enabled but does have a "Default" type, Alma will add a new assertion to the PO Line that will state that the order's original "Type" is not enabled and the PO Line was created with the default "Type" value.
      • If the PO Line Type is not enabled and a default value was not selected in the "PO Line Types" table, Alma will add a new assertion to the PO Line stating that the order's original "type" is not enabled, and no "default" value was selected the PO Line was created with the original "type".
    • When an order is created via Purchase Request, currently the "type" for the PO Line which will be created once a purchase request is approved is determined based on the user selection within the Purchase Request form. If the institution would like approved purchase requests to create a PO Line type different from the default stated above, see Configuring default "types" for disabled PO Line types.

    Control "Interested User" Options For Automatically Created PO Lines

    July 2021 Acquisitions URM-38342idea exchange Idea Exchange

    An enhancement in the PO Line's "Interested Users" management area allows institutions to control whether to disable/enable the interested users options for PO Lines created via Purchase Request and EOD process. Additionally, a new job was created to provide institutions the ability to update the Interested users options on a set of PO Lines. Below is a short explanation for each option:

    1. When working on a purchase request, a new "Interested Users" field allows users to define the options that will pass to the PO Line which will be created once the purchase request is approved. 

    intersted user options.png

    Interested Users field

    For backwards compatibility (previously the first two options below were always selected by default) the parameters controlling these options are now set to 'True' by default. The default selection of options can be defined by the institution (Configuration Menu > Acquisitions > General > Other Settings). For this purpose, the following customer parameters were created: 

    Parameter The option it controls Default value of parameter
    po_line_hold_item_for_interested_users Hold Item False
    po_line_notify_interested_users_upon_cancelation Notify upon cancelation True 
    po_line_notify_interested_users_upon_receiving_activation Notify user upon receiving/activation True
    po_line_notify_interested_users_upon_renewal Notify upon renewal False
    1. PO Lines created via EOD process (new order import profile) has a new control over the interested users options for PO Lines created via this process.

    clipboard_e0c4e4b21dc80453188cf3d5353708cc6.png

    Interested users options for PO Lines
    1. A new job, "Update PO Lines Interested Users" located within the "Update PO Line" jobs area (Admin > Run A Job) provides institutions the ability to update the "Interested users" options on a set of PO Lines (the new Job does not handle closed and canceled PO Lines).

    clipboard_e800f5fd74b08ef067a23584fa65d12aa.png

    Update PO Lines Interested Users

    ​See Manually Creating a PO Line and Configuring Other Settings (Acquisitions).

    CDI New Information Field, Search Fields and Facets

    July 2021 Resource Management URM-142288, URM-147790, URM-147723, URM-144632, URM-144621

    A new field has been added in Alma: ‘CDI Last Market Update’. This field will indicate the 'last update date' for an electronic collection in CDI.

    Alma has incorporated new CDI related search fields that are available in the Advanced Search for Electronic collections.

    • CDI Activation required (This search field is visible for EasyActive customers only)
    • CDI Provider Coverage
    • CDI Type (Alma subscribes to only some titles in this collection)

    Support for Swedish and Norwegian Special Characters

    July 2021 Resource Management URM-123945idea exchange Idea Exchange

    The handling of Scandinavian characters was enhanced as follows:

    • Special characters cataloged in non-Scandinavian languages (such as French letters with accents), are now normalized during indexing. This means that a search for a term including these special characters now behaves as if the search was done without them. (However, the opposite does not happen: a search for a term without these special characters is not treated as if done with these special characters.)
    • Support for Swedish and Norwegian special diacritics in Browse Bibliographic and Authority Headings was added. 
    • Sorting of Swedish and Norwegian/Danish special characters in Staff Search & Browsing was added.

    As part of the release of this functionality, re-indexing will be automatically triggered for the customers that use the Swedish and Norwegian search settings.

    Until re-indexing completes, inconsistencies may appear

    See Scandinavian Characters.

    Alma Accessibility Improvements

    July 2021 Resource Management URM-151326, 142204, 81926

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    • Color contrast - the colors of low-contrast elements were changed to more prominent.
    • An indication for active state or hover was added.
    • 200% zoom with no content loss is now supported.
    • Increased text spacing with no content loss is now supported.
    • The loading blocker for screen reader users was exposed.
    • Recent entities – support for keyboard navigation in entities filter is now supported
    • Date picker – keyboard navigation and labels for screen reader users is now supported. To open the calendar, press Enter on the Calendar icon.
      date picker improvements.png

    Metadata Editor Accessibility Improvements

    July 2021 Resource ManagementURM-149529

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions.

    • Menu actions - screen-reader related improvements
    • Navigation panel - keyboard navigation is now supported on the displayed registry tabs (using tab key) and on the collapsed registries list (open using Enter, navigate using up/down arrows, select with Enter)
      tab navigation mde.png
    • Panels of the Editing area - keyboard navigation between the two panels (in case of a split screen) and the Alerts area is now supported. Use tab/Shift +tab to move between the elements. 
    • Browse Bib Headings - support for tab navigation 
      browse bib heading tab navigation.png
    • "Open in Repository Search" is now accessible via tab navigation

    New Metadata Editor: Improved Display of Format Tabs 

    July 2021 Resource ManagementURM-149529

    In the Records area, the format tabs are now displayed in two rows instead of one--this enables you to see more formats, and removes the need to select the  icon when opening one of these tab. 

    In addition, the default order in which tabs are displayed is now the following: the sets, the bibliographic formats, the holdings, the authorities, and finally the DC formats (select to display them). 

    two rows of record formats.png

    Enhanced Ability to Filter a Set Using an Indication Rule

    July 2021 Resource ManagementURM-149521NERS NERS Enhancement (ID #6795)

    Filtering logical sets using indication rules can now be done faster and with less clicks, and each set now displays a link to the set it was filtered from or a link to its filtered sets (as appropriate for the set).  

    The button for saving a query that appears for all types of repository Title searches (All Titles, Physical Titles, Electronic Titles, Digital Titles), is now called "Save and Filter Query" (previously was called "Save Query"). This was done only on repository Title searches since filtering logical sets is possible only on these search types. 
    Save and Filter Query on all title repository searches.png

    Once you select this button, the Set Details page opens where you define the set to create from the search results. On this page, a new button "Save and Filter" allows you to initiate the process of saving a set that is to be filtered.
    Save and Filter on Set Details page.png

    Once you select this button, a new page opens where you can create the filtered set of that main set. The main set is created in the background in the meantime. Select "Filter This Set" to create an itemized set that consists of the filtering done on the main set according to the selected rule.

    When the new set is ready, it appears on the Set Details page of the main set; click on the link to open it. A similar section appears for the original set from which this set was created, listing all its filtered sets. The row actions list for the new set contains all the actions that can be achieved on this set, identically to the actions available from the Manage Sets page. 
    sets created by filtering this set.png

    See Filtering Sets

    Automatic Generation of Call Number Prefix and Suffix

    July 2021 Resource ManagementURM-144743

    The mechanism of generating call numbers and temporary call numbers for items and holding records was enhanced as follows:

    • You can now enter a new prefix on-the-fly when working with items and holding records. Alma generates the call number based on that prefix and saves the prefix in the list of prefixes for future use. This speeds up call number generation. 
    • You can now concatenate a suffix to the call number. 
    • To enable the method of call-number generation on-the-fly, contact Ex Libris staff. 
    • Suffix concatenation is disabled by default. Contact Ex Libris staff.

    Call numbers and temporary call numbers are generated on the fly as per the below:

    • Physical item's call number generation: The Physical Item Editor > Location Information tab allows you to update item-level information for physical items and generate the call number. If the prefix does not exist in Alma and you want to set it, enter the desired prefix for the sequence in the "Choose Prefix" field, and select GenerateThe system presents the following message: "An accession number sequence with the prefix <prefix> was selected and will be used to generate the call number upon save. The expected value is <expected value>." In addition, Alma saves this prefix for future use in the Accessions Numbers configuration table, see Configuring Accession Numbers
      generate item lelvel call number method 3.png

      See Updating Item-Level Information

    • Holding-level Call Number Generation: The 852 field $h allows you to update holdings-level information for items and generate the call number. If the prefix does not exist in Alma and you want to set it, enter the desired prefix  for the sequence in the 852 field $h, and then enter '?' (question mark), and (optionally) the suffix. Then select Generate Accession Numbers (in Record Actions menu) or press Ctrl+Shirt+A.
      852_field_prefix_creation with suff.png

      The system populates the 852 $h with the specified prefix + sequence (+ suffix). In addition, Alma saves the prefix for future use in the Accessions Numbers configuration table. 

      To change the accession number, delete the value in 852 $h. You are redirected to the Accession Configuration page, where you can select a different accession number. Clicking Select automatically returns you to the Metadata Editor and populates the 852 $h with the selected value.   

      • To apply the 'Accession Number' on holding level, the 'Physical Location' configuration for the Library+Location should be set with 'Accession Placement'. See Configuring Accession Numbers.
      • The 852 subfield that stores the generated number can be $h OR $j OR $p--the exact field is set at the Physical Location table > "Accession Placement" field. The above refers to 852$$h as the placement of the accession number; however, the same logic applies also when other placement ($j OR $p) is defined in the Physical Location table. 

      See Holding-level Call Number Generation.

    (URM-149538) Default Cataloging Level to Be Applied to New Records Created by Metadata Import 

    July 2021 Resource ManagementURM-149538

    This is an advanced notice for a future release. The below development is not being released in July 2021.

    In an upcoming release, Ex Libris will introduce the following new functionality for the Metadata Import: Whenever a new record is created from the input file, the cataloger level of this record will be the default cataloger level, or "00" level if no default is defined.

    It is recommended to set a default value in the "Cataloger Permission Level" code table.

    Download Digital Files in a Set

    July 2021 Digital Resource Management URM-147000idea exchange Idea Exchange

    You can now download the digital files of a digital title set into a zip file. To support this feature the new Download Files job is now available (Admin > Manage Jobs and Sets > Run a Job > Download Files.

    download_files.png

    Download Files

    After the job runs, you receive an email with a download link to download a zip file with the digital files.

    For more information, see Download Files.

    Watch the Download Files of a Digital Set video (1:31 minutes).

    Add/Renew Patron Role from Circulation Desk

    July 2021 Fulfillment URM-146771

    Alma now enables staff operators to easily add a patron role to a user, as well as view and update the patron role's expiration date. Previously, this functionality was only possible by User Managers and is now attainable by operators in the circulation desk. The new functionality performs the following:

    • Adds the new patron role either in the institution or the scope the desk operator is currently in (depending on the User Registration Rules).
    • Renewing a patron role is only allowed if the scope is at the "institution/specific library" which the operator is currently at.  

    This is possible by using the new "Add/Renew Role" button at the Manage Patron Services page.The button appears only in the user's Circulation Desk Operator role has a 'renew patron' privilege.

    In addition, the Expiration Alert Period that is defined in the User Registration Terms of Use will be used to warn (in the User Notes area of the Patron Services Workbench) about an expected expiry of the patron role in the current library or institution. This is in addition to the previous behavior where this parameter warned about an expected expiry of the user account.

    Add-Renew_Patron_Role_2_RN07.png

    Add/Renew Patron Role (Patron Services)

    Add Library Input Parameter to User Registration Rules

    July 2021 Fulfillment URM-138344

    User registration rules have been enhanced to support library-specific registration rules (to support different registration fees to different libraries). Previously, user registration rules could be used to add a patron role at the physical library. However, the rules are sensitive only to a user group as input. Therefore, different registration fees could not be automatically applied to the  same user when registering at different libraries. The new functionality supports different registration fees to different libraries.

    • If patron role is created using the Renew Role option (for example, when a loan is blocked due to missing patron role), then the user registration rules use the physical library of the loaned item as the scope and not that of the 'currently at'.
    • If patron role is created using the 'Register User' option, then the user registration rules use the scope of the 'currently at' library.

    Creating Fines/Fees at Library Level

    July 2021 Fulfillment URM-138348

    Alma now allows the option to have fines and fees related to a user to be created in relation to a specific library. Previously, manually assigned fees were  only attainable on an institution level or derived from the item barcode they are attached to. The new enhancement enables the following:

    • Ability to manually add a library-owned fine/fee.
    • Ability to add a library-owned fine/fee using API.

    Description Column Added to the Patron Services Workbench

    July 2021 Fulfillment idea exchange Idea ExchangeURM-145632

    A new 'Description' column can be added to the list of loan items in the Manage Patron Services page. The column shows the value of the physical item's 'Description' field.

    Description Column in Patron Services

    View Digitized Content in 'My Account' (Primo VE)

    July 2021 Fulfillment-Resource Sharing URM-148062

    Completed digitally received resource sharing requests will allow downloading the file from Primo VE and remain accessible in Primo VE as per the number of days that the library has configured to keep the file. This depends on the 'Document delivery files cleanup' job being active in the institution. For more information, see the Primo VE 2021 Release Notes.

    Quick Access to RapidILL Requests

    July 2021 Fulfillment-Resource Sharing URM-145615

    Alma now enables users to easily and quickly access RapidILL requests in the system by introducing new tasks showing unassigned resource sharing requests (borrowing and lending) attached to RapidILL partners. Previously, to view RapidILL requests, users had to access the task list. The newly added quick access tasks add benefit to RapidILL requests which require a quick turnaround for both lender and borrowing sides. 

    RapidILL_Requests_RN07.png

    RapidILL Requests in Borrowing and Lending Requests

    Convert 'Hold' to 'Resource Sharing' Requests for Personal Delivery

    July 2021 Fulfillment-Resource Sharing idea exchange Idea ExchangeURM-46550

    In Alma, institutions can now convert 'Hold' requests to 'Resource Sharing' requests if the pick-up location is personal delivery and the resource sharing library supports personal delivery. Whenever a convert action is triggered, either by a request expiry or as an online action, it will successfully convert a personal delivery request. Previously, Alma did not allow personal delivery requests to be converted to resource sharing requests.

    The conversion will only work if the resource sharing policy allows the same personal delivery (home/office) as the converted request.

    See: 'Automatically Converting a Hold Request to a Resource Sharing Request' for more information on converting hold to resource sharing requests.

    Push User Records to ILLiad

    July 2021 Fulfillment-Resource Sharing URM-148064

    Alma can now use ILLiad APIs to push user records to ILLiad (a resource sharing management system). The push will only occur if this is configured by the library and the user does not already exist in ILLiad. Before pushing a request to ILLiad, Alma will verify that the account exists and create a user account if not.

    The resource sharing partner record for ILLiad API was enhanced to allow configuring the following API values:

    • Search user in ILLiad using – the value which Alma will use to locate / create a user in ILLiad (user identifier or preferred email)
    • NVTGC -free string
    • Status - free string
    • NotificationPreferences - repeatable free text field with two comma separated values. The first will be sent as ActivityType and the second as NotificationType. For example - {RequestPickup,Email},{RequestOverdue,Email}.
    • Notification method - 'Electronic', 'Phone' or 'Mail'
    • Delivery Method - 'Hold for Pickup' or 'Mail to Address'
    • Loan Delivery Method - 'Hold for Pickup' or 'Mail to Address'
    • Electronic Delivery
    • Authtype - 'Default','ILLiad'

    ILLiaad_RN07.png

    Create user in ILLiad

    Alma will look up for the user in ILLiad. The value that will be used for the match will be from the above mentioned 'Search user in ILLiad' using mapping.

    The ILLIAD response will either provide details of their user record or will indicate a user cannot be found, in which case, Alma will  attempt to automatically create a user record in ILLiad.

    ‘Convert to Resource Sharing’ Option Available for ‘In Transit’ Requests

    July 2021 Fulfillment-Resource Sharing idea exchange Idea ExchangeURM-147573

    In Alma, the ‘Convert to resource sharing’ option is now available for ‘In Transit’ requests. Previously, this option was available only if the request was in "pick from shelf" or "not yet active".

    Customization of the Genders Code Table

    July 2021 Administration and Infrastructure URM-144743idea exchange Idea Exchange

    Institutions can now change the values of the list of user genders to conform with their local legislation. This can be done in the Genders table (Configuration > User Management > User Details > Genders). Once gender values have been defined, they can be assigned to users in the User Details page. 

    The Genders table contains four default genders: male, female, other and none. These values can be disabled and their description can be altered. In addition, the institution can define its own gender values in the "Additional" fields, up to total of 10 gender values in a list.

    Every change to the gender values will affect existing users to which this gender is assigned. 

    In a Network Zone, genders can be defined from the Network institution, in which case the gender values defined from the network are locked for editing by the member institutions.
    Genders table.png

    See User DetailsConfiguring User Genders.

    Watch the Configuring Genders in Alma video (1:28 minutes).

    Fund Management APIs - Full set of Management APIs

    July 2021 API URM-151579

    Alma now incorporates a full set of CRUD (Create, Read, Update and Delete) APIs for managing funds and ledgers. Previously, Fund APIs were limited to just GET services. The new set enables institutions to integrate financial systems and be able to create, modify and delete library ledger/fund structure as needed.

    Fund Management APIs:

    • Search and retrieve ledgers and funds
    • Search and View transactions for a fund
    • Create/Update/Delete Funds
    • Business functions: Allocate, Transfer

    Item API - Generate Description

    July 2021 API URM-148414

    Alma's user interface (UI) currently has a specific function to generate "item descriptions" when handling items received. This operation of generating an item description has now been extended to be performed via the API.

    Manage the Price Threshold and Amount Threshold for PO Lines and Invoices at the Library Level

    June 2021 Acquisitions URM-124285

    Alma has now enhanced the configuration of PO Line and Invoices price and amounts threshold to also be managed at the library level. The previous configuration was at the institution level only. This level is retained as the default option. If a value is configured on both the institution and on the library level, Alma will prefer (select) the PO Line/Invoice owning library definition (if it has been defined). For more information, see: Manage Price Threshold and Amount Threshold for PO Lines and Invoices at the Library Level.

    The existing customer parameters; assertion_over_po_line_price [POLine] and invoice_high_total_price [Invoice], will be removed and replaced with 2 new configuration tables: 

    1. PO Line Price Threshold configuration table (Configuration Menu > Acquisitions > Purchase Orders):
      • High -Level price allows institutions to define the threshold amount on a PO line/invoice which will trigger an alert for the PO line/invoice, for example, institutions may want to prevent orders (PO lines) created in the system automatically (API/EOD) from progressing in their workflow in case the order's amount is higher than 100 USD (or any other default currency the institution had defined) so the institution can configure  a High -Level price of 100 which will add an alert to any PO line created with an amount exceeding 100 USD.clipboard_e62b3f04e2c927927c6ef4568dc755ca3.png
    2. Invoice Amount Threshold configuration table (Configuration Menu > Acquisitions > Invoices):
      • Alma has now enhanced the configuration of High-Level price PO Line and Invoices to also be managed at the library level. Previous configuration of High-Level price was at the institution level only. The new configuration maintains that the institution level is the default High-Level price, but with an added option to add a High-Level price at the library level. In case there is a value configured on both the institution level and on the library level, Alma will check the PO Line/Invoice owning library, if there is an entry within the new configuration table for the owning library, Alma will use it, if there is no entry fir the specific library, Alma will use the value defined on the institution level.clipboard_e11310066be64efaef520aaee8a54dc58.png

    Existing Customer Parameters for Invoice and PO Line have been deprecated (assertion_over_po_line_price [POLine] and invoice_high_total_price [Invoice]) and are not functioning.

    • In case the institution already had a value customized within one of the Customer Parameters (Configuration Menu > Acquisitions > Other Settings table), this value will pass automatically to the new configuration tables. To update the values, go to the new configuration screens.
    • In case no value was customized by the institution, the default value (institution level) will be:
      • Invoice = 2,500
      • PO Line = 10,000

    Two New PO Line Types for Digital Inventory

    June 2021 Acquisitions URM-134355, URM-114083idea exchange Idea Exchange

    Alma now supports acquisition workflows for digital material that enables institutions to manage ordering and receiving of digital material. To enable this functionality, two new PO Line types were created:

    • Digital One Time (DIGITAL_OT)
    • Digital Continuous (DIGITAL_CO)

    Enable the new PO Line types for the functionality to work. By default, they are disabled.

    PO Line type "Digital" is created with no inventory (both One Time and Continuous), there is a need to associate a representation with the PO line. There are 2 ways to associate a representation with a PO line:

    1. From the PO Line editing page, there is an option associate a new representation. When selecting the +Add Representation action from the PO line's "Ordered Representation" section, the Representation editor screen will open for the creation of a new representation. Title, Library and PO Line number will be pre-populated in the representation when it is created via the PO Line, as they are inherited from the PO Line. The digital title will need to be associated with a collection and the representation must contain files. Once users create the representation and click Save, they will be redirected to the PO line and the representation will be attached to it. To complete the process, click on Save and Continue located on the top right corner of the PO line's editing page.

    clipboard_e19dd74c2826a66af6584ae7523e8fa95.png

    1. From a new/existing representation, to add a PO Line to a representation, the representation must be associated with an existing Title. Once the user edits the representation, adds a PO line and clicks SaveAlma will automatically attempt to push the PO line to the next step of the workflow.

    clipboard_e5392a90868a52d69690ca50fa961a27b.png

    After a Digital PO Line is created, the workflows differ for One Time and Continuous:

    • One Time PO Line: In review > Closed
    • Continuous PO Line: In review > Waiting for renewal OR Waiting for manual renewal

    To provide purchasing roles the ability to edit a representations from the PO Line, a new privilege is added: UPDATE_REPRESENTATION_FROM_ACQ.

    A PO Line can not be "Saved and continued" without a representation. If user attempts to "save and continue", the PO Line will prompt the user with a warning message that the information is missing.

    Watch the Two New PO Line Types for Digital Inventory video (2:50 minutes).

    Extended Availability for the Classic Metadata Editor

    June 2021 Resource ManagementURM-144745

    The availability of the Classic Metadata Editor was extended for users in production till October 2021 release. It will give more time to the users in production to test all changes that were done in the new Metadata Editor. Also this will allow more time for the users to be educated on and get used to the new Metadata Editor. 

    See Usability Improvements

    Improved Integration with SBN Italian Union Catalog

    SBN MARC Version Upgraded to 2.03

    June 2021 Resource Management URM-149269

    Alma now supports the SBN MARC format, version 2.03.

    To upgrade your system to this version, contact Ex Libris customer support. Note that upgrading to this version means that you will get different results when searching authority records of the Titoli Uniformi type: the uniform title term will be in 231/431/531 fields and not in 230/430/530 fields. 

    Merge Records In Central Catalog

    June 2021 Resource Management URM-140535

    Institutions working with the Italian Central Catalog SBN on level 4 now can can perform a fusione (merge) operation in SBN. This is available for both SBN bibliographic and authority (AU,MA,TU,UM,SO,CL) record types. To support this, a new option "Merge Records in Central Catalog" was added to the Metadata Editor (MD Editor > Editing Actions menu). Note that this option is available only for UNIMARC bibliographic and authority records. 

    If the records to be merged do not have a counterpart in SBN database, the operation does not take place, and you receive an error message. 

    merge records in central catalog option.png

    • The option is visible only if a Central Catalog integration profile for SBN is defined.
    • To perform a merge of records in SBN, the "Merge Records in Central Catalog" privilege must be selected for your user role. Currently the Catalog Manager role has this privilege enabled by default. Other roles must have enable this privilege. 

    For details, see Menu Bar of the Records AreaContribution of Redirection to SBN.

    Metadata Editor - Color Improvements

    June 2021 Resource Management URM-145831

    The color-coding on the Metadata Editor was made consistent across all tabs and registries. 

    The color-coding of the Metadata Editor now consistently indicates the following:

    Color Sample Description
    Dark Blue
     
    dark blue tab sample.png The records currently displayed in the Navigation Pane are from this tab.
    Light Blue
     
    light blue tab sample.png

    The record being edited in the Editing pane, and its pane is currently in focus (when the Editing pane is in split mode).

    If there is no light blue record, this means that the record being edited (marked in dark blue color) is the record currently focused as well as belongs to the tab currently displayed in the Navigation Pane.

    Grey 
     
    gray tab sample.png The record being edited in the Editing pane, but its pane is currently not in focus (when the Editing pane is in split mode).
    White white tab sample.png There are no opened records under this tab in the Editing pane, and it is not currently selected to display in the Navigation pane.

    Metadata Editor Accessibility Improvements

    June 2021 Resource Management URM-145831

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions.

    • The filtering area of the Navigation panel is now accessible by keybord keys:
      filter and sort accessibility fixes June.png
      • To navigate within the Filter and Sort selection box by arrows
      • To select or clear a checkbox option, press the Space key.
        To select or clear a radio-button option, navigate with arrows. 
      • To apply your selection, press Tab to focus the "Apply" button, and press Enter to perform the action.. 
      • Tp close the Filter and Sort selection box, press Esc.  
      • To go back to the previously selected element, press Shift+Tab. 
      • Once you closed the  Filter and Sort selection box, press Tab to move to the other elements of the Navigation Panel. 
    • Now you move between registries in the Navigation panel using keyboard keys. The selected registry is highlighted in light gray color, so you can always know where the focus is. In addition, the name of the currently selected tab will now be read by the reader, so that you know what the selected tab is.  
    • Now the reader can read every section of the Browse Bibliographic Heading form. 

    Alma Accessibility Improvements

    June 2021 Resource Management URM-142200, URM-148201

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    Color Contrasts

    • Visual boundaries and colors of screen controls were adjusted to maintain 3:1 contrast ratio with its background.

    Lists 

    • "Search in List" button – Triggering operation by keyboard button (Enter), and discernible text with the explanation of the purpose of the button were added to the reader:
      Accessability_search in list button.png
    • Customize list – Group labels were added to the checkboxes list in the reader 
    • "Select All" checkbox and "Select Record" checkbox – A label for screen reader was added with explanation of the purpose of the checkboxes
    • "More Actions" button – The state of the button (collapsed or expanded) was exposed in the reader:
      Accessability_More Actions button.png
    • Drawers – The tabs were made accessible and the currently-chosen tab is exposed:
      Accessability_drawers.png
    • Pagination - adding accessible names to "Next", "Previous" and “Jump To” buttons and exposing which page is currently displayed.
    • "Results per page" – the selected amount of results to display is now exposed in the reader.

    Forms

    • Combo-box – attributes were added to explain to screen reader that there is a list with options in clicking 
      Accessability_Combobox.png
    • Checkboxes – Group labels were added to screen reader 
      Accessability_Checkboxes.png
    • An accessible name was added for the Back button: 
      Accessability_Back button.png
    • Chosen facets - Accessible names were added and keyboard navigation was added for the "Remove Facet" button: 
      Accessability_chosen facets.png

    Facets

    • The state of panel (collapsed or expanded) is now exposed and the buttons all have descriptive text.
    • Every facet group now has a correct count with the number of items in group.
    • The state of every facet group (collapsed or expanded) is now indicated:
      Accessability_focus order.png
    • Focus order – a shortcut was added when focusing on title for focus on facets and back to title.
    June 2021 Resource ManagementURM-144745

    This is an advanced notice for a future release. The described development is not being released in June 2021.

    In an upcoming release, Ex Libris will introduce new functionality that will enable limiting electronic resource management actions according to user role’s scope. Various staff user's actions such as editing, updating, deleting, activating, deactivating, etc., will be enabled/disabled based on the library scope of the user role (whether a specific library or institution level (across libraries)). This functionality will provide better control over staff activities across libraries.

    As part of this development, library ownership defined at the level of the collection will be inherited by all portfolios under the collection. This means that a portfolio cannot be owned by a different library than the library defined at the collection level. The release of this functionality will include the removal of any library defined at the portfolio level (unless there is no library defined at the electronic collection level).

    To know if your institution has cases in which the library at the level of the collection is different than the library at the level of the portfolios, Ex Libris recommends that you run the following report:​ "Ex Libris - Portfolios with portfolio library unit different than electronic collection library unit" in the folder: /shared/Community/Reports/Shared Reports/Reports/Inventory – Electronic. This will give you the option to review the library setup of the electronic resource in your institution, and allow you to do the data corrections necessary before the release of the new functionality.

    For Q&A regarding this functionality, see Q&A: Limiting Actions Related to Portfolios and E-collections According to User Role Scope.

    For a full description of the functionality, see Limiting Actions Related to Portfolios and E-collections According to User Role Scope.

    Additional Sorting and Filtering Abilities for Sets

    June 2021 Resource Management URM-148298idea exchange Idea Exchange

    The following enhancements were introduced on the Manage Sets page, Run a Job page, and on Publishing Profiles page > Select Set list:

    • Now you can sort the list of sets by any of the existing fields. This helps you easily locate sets, for example, if you sort by date, you can find the latest created sets. To sort, select the  icon in the heading of the column by which you would like to sort. Once a column displays sorted information, its icon changes to .
    • Now you can filter the list of sets by content origin (to display only sets that were created by the institution or in the Community Zone). To do so, use the "Content Origin" filter above the table. 

    Once you sorted or filtered the list, these sorting and filtering options are used in the next Alma sessions as well. 

    All Users Allowed to Manage Their Own Sets

    June 2021 Resource Management URM-101642

    All roles who can perform a repository search were now given the ability to do the following: 

    • Save a query in order to create a set,
    • Manage sets - have the link shown, and relevant options of set management open

    Saving a query

    • When performing a search in the repository, the Save Query option is now enabled for all users for any entity available in the search options.
      any user can select save query.png

    Adding a set

    • The user can now add sets, as long as the set belongs to the content types types that the user is allowed to work with according to the user's roles.

    Managing sets

    • The "Manage Sets" link is now open to all users
      manage sets open for all users.png
    • Manage Sets page - for sets created by the user, all of the actions are now enabled.
      For sets created by other users - the user can view and use the set (but not to edit the set).
      Users have all actions enabled on their sets.png

    For details, see Managing Search Queries and Sets

    Watch the All Users Allowed to Manage Their Own Sets video (1:05 minutes).

    General Publishing Profile - Option to Include Authority Headings

    June 2021 Resource Management URM-132484
    The General Publishing profile now supports the ability to enrich the published data with Authority headings. Any update to the selected authority headings triggers re-publishing of the data. The functionality of updating a record when preferred terms are updated will keep its current functionality.

    This is useful, for example, when the name 'Mark Twain' is embedded within a bib record and library would like to publish both 'Mark Twain' and the non-preferred term 'Samuel Clemens'.

    Institutions interested in this feature need to re-publish the data to apply the new policy.

    To support this development, the Authority Enrichment section was added to the General Publishing Profile. Here you can set up your authority enrichment scheme.

    Authority enrichment.png

    See Publishing and Inventory Enrichment (General Publishing)

    Courtesy Letter Indication for Block on Patron

    June 2021 Fulfillment URM-124746

    Alma's courtesy letter, which is sent to patrons when a loan due date is about to arrive, can include the reasons renewal of the loan is not possible. Previously, this included only blocks on the specific item. Following June release, it will also include an indication of blocks on patrons (such as too many overdue items or a manual block).

    'Type of request' indication on loan block pop-up

    June 2021 Fulfillment URM-138721

    A new block preference, “Item is requested by the library”, was added, to allow libraries to let operators override internal library requests, such as; move request, work order, etc. but not fulfillment requests, for instance; patron physical item request, resource sharing ship physically, etc., which are still controlled by the “Item is requested by another patron” block preference.

    Alma will also display the type of request blocking a loan, to give operators more information when deciding whether or not to override the block.

    Loan_Blocked.png

    'Notify Users' on Cancellation Requests for Staff Requests

    June 2021 Fulfillment idea exchange Idea ExchangeURM-150132

    Alma now sends cancelation notices to requesting staff via email when a move or work order request is canceled. Cancelling any non-patron request (such as work orders or move requests) with the 'Notify User' checkbox enabled will send the cancelation letter to the request creator, such as the operator who placed it.

    Ability to Change Alma Full Text Activation to CDI -Only Full Text Activation

    June 2021 Fulfillment-Resource Sharing URM-147072

    In cases where an electronic collection is active for full text you can now change it so it will only be active in CDI using the action  'Change to CDI-only full text activation'

    When using the option 'Change to CDI-only full text activation', the following will occur:

    • The collection will be activate for full text in CDI only.
    • In case of aggregator/selective collection:
      The full text service will be deactivated, and a confirmation pop-up message will be shown:
      "The service of this collection will be deactivated. The collection will be active for full text only in CDI, not in the Alma link resolver."
    • In case of database type of collection:
      The BIB record will be suppressed, and a confirmation pop-up message will be shown:
      "The collection will be deactivated. The BIB record will be suppressed. The collection will be active for full text only in CDI."

    User Details Subject Area Enhanced

    May 2021 Analytics URM-145599idea exchange Idea Exchange

    The User Details subject area has been enhanced with the following improvements:

    • You can now create reports with fields from different folders as is possible in other subject areas.
    • The User Measures dimension was added, which contains measure fields relating to the number of users.
    • The following fields were added under the User Details dimension:
      • Cataloger Level – the cataloger level of the patron
      • Patron Letters Opt In – the letters for which the patron has opted in
      • Patron Letters Opt Out – the letters for which the patron has opted out
      • Has Role Other Than Patron – indicates if the patron has a role other than Patron
      • Has Role Other Than Patron and Instructor – indicates if the patron has a role other than Patron and Instructor
      • Is Blocked – indicates if the patron is blocked
    • The Proxy For dimension was added, which contains fields that indicate for whom the patron is a proxy.
    • The names of the various Status, Type, and Note fields were expanded to include the dimension name to clarify which fields are intended.

    Enhancements to Scheduled Report Configuration

    June 2021 Analytics URM-146779/span>

    The following enhancements were added to the configuration for Scheduled Dashboard Alma Analytics Objects:

    • You can now produce scheduled reports in CSV format.
    • If you configure Alma to place the report on an FTP server, you can now have a timestamp included in the file name of the report. This prevents the file from being overwritten the next time the report is run.

    Enhancements to Scheduled Report Configuration.png

    Enhancements to Scheduled Report Configuration

    For more information, see Scheduling and Subscribing to Alma Analytics Reports.

    New Dashboards Added to Alma Analytics

    June 2021 Analytics URM-148167/span>

    The following new dashboards were added to Alma Analytics. For each dashboard, a new analytics object of type Dashboard was added. The dashboards are now available as links from the Analytics menu in Alma according to specific roles that you can configure:

    • Acquisitions Dashboard (Ex Libris)
    • Analytics Objects Dashboard (Ex Libris)
    • Analytics Usage Tracking Dashboard (Ex Libris)
    • API Usage Dashboard (Ex Libris)
    • Benchmark Analytics KPI Dashboard (Ex Libris)
    • Cost per Use for Electronic Inventory and COUNTER reports Dashboard (Ex Libris)
    • Cost per Use for Physical Inventory and loans Dashboard (Ex Libris)
    • E-Inventory Dashboard (Ex Libris)
    • Fines and Fees Dashboard (Ex Libris)
    • Physical Items Dashboard (Ex Libris)
    • Licenses Analysis Dashboard (Ex Libris)
    • Purchase Requests Dashboard (Ex Libris)
    • Overlap Analysis Dashboard (Ex Libris)
    • Usage via Alma Link Resolver Dashboard (Ex Libris)
    • Usage via COUNTER Reports - Release 4 Dashboard (Ex Libris)
    • Usage via COUNTER Reports - Release 5 Dashboard (Ex Libris)
    • Monthly Usage Data - Release 5 Dashboard (Ex Libris)
    • Vendor analysis - physical one time Dashboard (Ex Libris)
    • YoY (Year over Year) Dashboard (Ex Libris)

    New Reports Added to Consortia Folder

    June 2021 Analytics URM-148114/span>

    The following out-of-the-box reports were added to the Consortia folder. These reports can aid an institution in evaluating overlap as well as unique titles across the consortia:

    • Titles with inventory in only one institution based on field 035 subfield a with library and location – displays titles held by only one institution in the consortia. The analysis uses the field 035 subfield a as a basis for determining the uniqueness of the title. This report is designed to be run in the Network Zone.
    • Duplicate electronic collections in different member institutions linked to Community Zone – displays a list of electronic collections that were activated from the Community Zone from multiple member institutions. The electronic collections were not activated from the Network Zone using the Available For functionality and therefore cause many duplicate titles across the member institutions.
    • Duplicate titles by ISBN for NETWORK institution – displays duplicate titles by ISBN in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
    • Duplicate titles by ISSN for NETWORK institution – displays duplicate titles by ISSN in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
    • Duplicate titles by Title Author Combined and Normalized for NETWORK institution – displays duplicate titles by the field Title Author Combined and Normalized in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
    • Duplicate titles by 035a for network institution – displays a list of titles that exist in the Network Zone institution and are duplicate titles. The records are determined to be duplicates based on the 035 field subfield a.

    Enable Easy Rollover of IDP Certificate

    June 2021 Administration and Infrastructure URM-117149

    When a SAML IDP changes their certificate (for security reasons), the certificate needs to be updated on the integration profile. If the certificate is not updated at the same time on both systems, this can cause downtime, since Alma does not trust the response from the IDP  that was signed with the "wrong" certificate.

    Now Alma allows holding two certificates simultaneously, and tries to authenticate using both certificates. This allows the institution to add the new certificate ahead of time, without removing the old certificate until after the IDP has made the switch.

    To support this, a new set of fields was added on the SAML intergration profile that enables uploading the second certificate. In addition, now the information describing each certificate (thumbprint, expiry date and upload date) are displayed for easy recognition of each certificate. 

    SAML integration profile second certificate.png

    See SAML-Based Single Sign-On/Sign-Off.

    Assigning Recommendations

    June 2021 DARA URM-148003

    You can now assign recommendations to a specific user. This can be done both for a specific recommendation and for all the recommendations of a type. This can be useful in the following ways:

    • Administrators can assign individual recommendations to be handled by a specific user in the library.
    • Users can assign a recommendation to themselves and prevent it from being displayed to other users.
    • A user that handle all of the recommendations of a specific type can have all those recommendations automatically assigned to that user only.

    To support this feature, the following enhancements were implemented:

    • A new Assign To option was added to the Actions menu for recommendations:

      assign_to_option.png

      Assign To

      After selecting this option, a drop-down list is displayed from which you can select a user to which to assign the recommendation.

      assign_to_dropdown.png

      Assign To Drop-Down List
      Only users with roles configured to view the recommendation are available in the drop-down list.

      You can also add a note.

    • After assigning a recommendation to a user, the assignment is indicated in the information of the recommendation:

      assigned_to.png

      Assigned To Information
    • You can filter recommendations to display only recommendations assigned to you, unassigned recommendations, or all recommendations:

      assigned_to_filter.png

      Assigned To Filter
    • Users with the new Recommendation Manager role can view recommendations assigned to others:

      assigned_to_others.png

      Assigned To Others
    • You can assign recommendation types to a specific user. This allows only that user to view all the recommendations of that type. To support this feature, a new Assign To field is available when configuring DARA (Configuration > General > General Configuration > DARA Recommendations):

      assign_to_recommendation_type.png

      Assign To - Recommendation Type
      Only users with roles configured to view the recommendation type are available in the drop-down list.
    Watch the Assigning DARA Recommendations video (1:36 minutes).

    4th and 5th reporting codes added to acquisitions entities  

    May 2021 AcquisitionsURM-124287
    Two new reporting codes have been added to the Purchase Order Line editing screen; 4th and 5th reporting codes. The additions include the following in Alma:
    • These new options within the PO line, Invoice line and Fund transaction screens (4th and 5th reporting codes).
    • Two new menu links in Alma configuration menu (4th and 5th reporting codes).
    • The names of the fields in the Alma UI have been modified and are now called "1st reporting code, 2nd reporting code, 3rd reporting code, 4th reporting code and 5th reporting code".
    • There is a new dedicated section for the reporting codes in the POL.
    • Only the UI labels have changed. The tags for API and EOD remain the same.
    Watch the Additional Reporting Codes in PO Lines video (1:53 minutes).

    Receiving workbench incorporates sticky filters

    May 2021 Acquisitions  idea exchange Idea Exchange URM-113263

    Alma's receiving workbench (Manage items screen) now incorporates sticky filters. These sticky filters (Sort Routine, Receiving Status and Location) enable users to easily re-access these workspaces when either a user leaves the screen and returns after a short while or logs in again to Alma. The filters remember the selections made by users so that they don't have to be re-defined when re-accessing the system.

    The Filter "Location" will be sticky only if there are items with the same location as previously selected. If a POL, which was opened, does not have items which match the value in the "Location" filter, the filter will automatically move to "All".

    If a "Sort Routine" is selected by the user and then deleted by the system administrator, the user who will login to the receiving workbench will not see the Sort Routine name listed. The user will need to select a new sort routine.

    Changing Holdings or Relinking Item is Possible Only in User Role Scope

    May 2021 Resource Management URM-148034

    Now when changing holdings for an item or relinking item to a bibliographic record, the target library must be within the scope of the user role. This prevents moving item or changing holdings for an item, if a new holding is not in user scope. When attempting one of these actions and the target library is not in scope, the user receives an error message "You are not allowed to move items to the selected holdings library" and the action is aborted. 

    user not allowed to move items to another library.png

    This functionality is disabled by default. To enable it, contact Customer Support. 

    See Moving Items Between Holdings and Deleting Holdings Records and Moving Holdings Between Bibliographic Records (Relinking).

    'Suppress from Discovery' is Available for Unsaved Records

    May 2021 Resource Management URM-89709

    The 'Suppress from Discovery' option is now available in the Record Actions menu of the Metadata Editor for new records before they are saved. This allows you to suppress from discovery new bibliographic records while creating them in the Metadata Editor. In addition, now you can use the new keyboard shortcut Alt+Shift+S to suppress records. 

    Discovery and Research Rules in the Rules Area

    May 2021 Resource Management URM-105811

    Now the Discovery Display rules (rules that control the display of information from Alma in Primo VE) and Research rules are easily accessible and easily distinguishable in the Metadata Editor. To create these rules, when clicking New, now users can select Normalization (Discovery) (appears only if Primo VE is defined in the system) or Normalization (Research) (appears only when Esploro is defined in the system). 

    creating discovery rules.png

    Each rule that you create has an appropriate badge (for example, "Normalization (Discovery)"), and appears in a dedicated tab (bearing the same name as the badge). 

    Heading Information in Metadata Editor and Repository Search

    May 2021 Resource ManagementURM-144783

    The ability to search for bibliographic records that are related to a specific heading was improved as follows:

    • In the Metadata Editor: When you search for bibliographic records related to a heading by Browse Bibliographic Headings > View, now you can open the results that display in the Bibliographic Records tab in the repository search. To do that, select the new option Open in Repository Search.
      Once the results are in the repository search, you can create a set that would include all these results, and work with the set as usual. This significantly improves the workflow for browsing bibliographic headings. 
      heading_information_search_MDE.png
    • A new option Heading Information was added to the Advanced Search. This option allows searching for bibliographic records related to a specific heading in the same way as by using Browse Bibliographic Headings in the Metadata Editor.
      heading information advanced search.png

    See Browsing Bibliographic Headings and Performing an Advanced Search

    Information Loss Prevented when Changing Item Location by Moving the Last Item to a New Holdings

    May 2021 Resource Management URM-29290

    When a holdings record holds only a single item, and you move this item to a different location (via the "Change Physical Items" job), now the item remains associated to the same holdings record, and only its details are modified. Previously a new holdings record would be generated, and the information related to the previous holdings record, such as versions, notes, etc., would be lost. Now this information loss is prevented. 

    To notify users that there have been recent changes to the holdings record, an indication now appears in the History tab of the Physical Item Editor that states "There have been Holdings changes in the past 6 months". This indication appears when any type of change in the holdings took place, not only when the location has changed. Click the Holdings changes button to view the history of item changes. 

    Holdings changes in last 6 months.png

    Note that this behavior only takes place for a holdings record with a single item. When the holdings record has several items and you want to move some of these items, the existing functionality remains - a new holdings record is created and all the selected items are moved to that holdings record.  

    See Updating Item-Level Information.

    Field 060 Added to Search Index 'National Library of Medicine Call Number' 

    May 2021 Resource Management URM-39331

    MARC 21/KORMARC field 060 $$a,b was added to the index "NLM (National Library of Medicine)-Type Call Number". This in addition to MARC 21 field 096 $$a,z, which continues to be available for this index. Now searchers retrieving records from NLM can find records by using "NLM-type Call Number" index based on both fields 060 and 096.

    Full inventory indexing must be run for this development to take effect. 

    Metadata Editor Accessibility Improvements

    May 2021 Resource Management URM-73033

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions.

    On the search result panel in the Metadata Editor (for example, Browse Shelf Listing panel), the users can use the mouse to navigate between the records and pages. However, some users might find the repetitive use of the mouse problematic. Now, these users can navigate the results list by using the keyboard's keys.

    You can navigate as follows:

    • Use Tab/Shift +Tab to navigate from the fields panel to the results panel.
    • Use Tab/Shift +Tab to navigate the different results panel tabs.
    • Use Tab/Shift +Tab to browse next and previous pages. Press Enter to open the desired page. 
    • Use Tab/Shift +Tab to navigate between results in the panels. Press Enter to open the desired result. 
    • Use the Enter to open the ellipsis button, and use the up/down arrows to move between the options. To close the options, press Esc/Tab (focus on the next button) or Shift +Tab (focus on the previous button).

    opening elipsys options with tab.png

    In addition, more accessibility improvements were made to improve the ability of screen readers to correctly convey the state of elements to the reader, on Browse Bib Heading panel, in the Editing panel and in the Filter and Sorting panel.  

    Alma Accessibility Improvements

    May 2021 Resource Management URM-142181

    The following improvements were done with the purpose of making Alma meet Level A and AA of the W3C Web Content Accessibility Guidelines (WCAG 2.1) and Section 508 of the US Rehabilitation Act for features and functions:

    • Form fields – A label was added for the "X" button.
      Page sections now have group labels.
    • Record List View – In internal search the labels of the search box and the search icon are now accessible by keyboard.
      The Sort Routing action is now accessible by keyboard:
      sort routine accessability improv.png
      The Expand action is now accessible by keyboard, and you can open and close the list using keyboard keys, see the selection there (if any), and remove or change it:
      Expand option.png
    • Floating Messages – the floating messages are now accessible by keyboard navigation. You can press on the icon to open the message and to navigate to the Collapse and Close buttons with keyboard keys. In addition, now the message indicates if there is a list of comments in the message or a single comment.
      floating message accessability improvements.png

    Holding Search - Additional Indexes

    May 2021 Resource Management URM-142153

    Additional indexes were added to holdings search. This allows you to conduct a more refined search for physical title and physical items. All these indexes are part of Advanced search only.
    searching encoding level within holdings.png

    New indexes 

    Index name

    Taken from

    Possible Values

    Show in Part of Keywords
    Encoding level  LDR pos17

    1 - Holdings level 1
    2 - Holdings level 2
    3 - Holdings level 3
    4 - Holdings level 4
    5 - Holdings level 4 with piece designation
    m - Mixed level
    u - Unknown
    z - Other level

    Advanced no
    Type of record LDR pos06 u - Unknown
    v - Multipart item holdings
    x - Single-part item holdings
    y - Serial item holdings
    Advanced no
    Receipt, acquisition, or access status 008 pos06

    0 - Unknown
    1 - Other receipt or acquisition status
    2 - Received and complete or ceased
    3 - On order
    4 - Currently received
    5 - Not currently received
    6 - External access

    Advanced no
    Method of acquisition 008 pos07

    c - Cooperative or consortial purchase
    d - Deposit
    e - Exchange
    f - Free
    g - Gift
    l - Legal deposit
    m - Membership
    n - Non-library purchase
    p - Purchase
    q - Lease
    u - Unknown
    z - Other method of acquisition

    Advanced no
    Completeness 008 pos16

    0 - Other
    1 - Complete
    2 - Incomplete
    3 - Scattered
    4 - Not applicable

    Advanced no
    Creation date (physical holdings) HOL creation date date field Advanced no
    Modification date (physical holdings) HOL modification date date field Advanced no
    URL method 856 $2 text simple and advanced no
    URL materials specified 856 $3 text simple and advanced no
    URL access status 856 $7 text simple and advanced no

    Pattern first level of enumeration

    853 $a text simple and advanced no
    Pattern second level of enumeration 853 $b text simple and advanced no
    Pattern third level of enumeration 853 $c text simple and advanced no
    Pattern fourth level of enumeration 853 $d text simple and advanced no

    Pattern fifth level of enumeration (NR)

    853 $e text simple and advanced no
    Pattern sixth level of enumeration (NR) 853 $f text simple and advanced no
    Pattern frequency 853 $w text simple and advanced no

    Textual holdings

    866 $a

    867 $a

    868 $a

    text simple and advanced no
    Linkage Number 014 $a text simple and advanced yes
    Control Number (Holdings) 001 text simple and advanced yes
    Other System Number (035a) 035 $a text simple and advanced yes
    Other System Number (035z) 035 $z text simple and advanced yes
    Other System Number (035a+z) 035 $$a,z text simple and advanced yes
    OCLC Control Number (035a) 035 $a (OCLC prefix) text simple and advanced yes
    OCLC Control Number (035z) 035 $z (OCLC prefix) text simple and advanced yes
    OCLC Control Number (035a+z) 035 $$a,z (OCLC prefix) text simple and advanced yes
    Action note note 583 $$x,z text simple and advanced yes

    Action Note Authorization

    583 $f text simple and advanced yes

    URL

    856 $u text simple and advanced yes
    URL non public note 856 $x text simple and advanced yes
    URL link text 856 $y text simple and advanced yes
    URL public note 856 $z text simple and advanced yes
    Textual holdings nonpublic note

    866 $x

    867 $x

    868 $x

    text simple and advanced yes
    Textual holdings public note

    866 $z

    867 $z

    868 $z

    text simple and advanced yes

    Full inventory indexing must be run for this development to take effect. 

    See Search Indexes.

    Overlap Analysis Tool - Support for Sites with Distributed Electronic Resources

    May 2021 Resource Management URM-140755

    Sites who manage distributed electronic resources using the 'Available For' group setting can now use the Overlap and Collection Analysis tool for collection development analysis. Using the Overlap and Collection Analysis tool it is possible to analyze the overlap of electronic resources for specific library/campus according to the 'Available For' group settings. 

    See Working with Overlap and Collection Analysis and Overlap and Collection Analysis Job Reports.

    This feature is not activated by default. Please contact Ex Libris support in order to enable it.

    Semi-Annual Re-indexing

    May 2021 Resource Management URM-128820
    During May, the semi-annual re-indexing (described in greater detail in Updates) will be run. Features or resolved issues that require re-indexing to be fully functional will be addressed by the May semi-annual re-indexing. See the list below.
    • Holding Search - Additional Indexes. See here
    • Field 060 added to search index 'National Library of Medicine Call Number'. See here
    • Support for Czech Alphabet. See here.
    • Extended Lookup for Authority UNIMARC Classification. See here

    Solution for Institutions with 'Active for Search' restricted collections

    May 2021 Resource Management 

    URM-142654

    Alma now allows institutions to use the search activation function for collections that require a subscription for search (for example, A&I databases). Such collections are marked on Alma as 'CDI search rights: Subscription'. Previously, it was only possible to activate these collections in Alma in the same way you activate a full text collection (or use the ‘CDI only full text: Yes’ setting) to indicate the institution had a subscription and the collection would become searchable in CDI. This was not intuitive and led to a lot of confusion, not least because such collections do not usually contain any full text. With this release, both types of activations are now possible. No changes are needed for collections that you already activated, and you can continue to fully activate these types of collections. Additionally, activation for search in CDI is now also possible and has the same effect as the full activation: both types of activations will ensure the collections will be discoverable in CDI.

    This change is relevant for Fully Flexible setting customers only.

    Generate Representation Labels from Templates

    May 2021 Digital Resource Management idea exchange Idea Exchange URM-134626

    You can now add labels to representations based on a template that you configure. The labels can be fixed text or based on a field from the bibliographic record with an optional regular expression. Labels can be added to representations individually or in bulk using a job. In addition, a job can be used to remove the labels from representations in bulk.

    You configure the representation templates from the Representation Label Template Setup Editor (Configuration > Resources > General > Representation Label Templates). To create a template for representation labels, create a parameter with an entity type equal to None.

    entity_type_none.png

    Entity Type - None

    The following fields are displayed.

    representation_label_output_parameters.png

    Representation Label Output Parameters

    Enter information in the fields to determine the text of the label. For more information, see Configuring Representation Label Templates for General Representations.

    You can add the labels defined in the templates to representations:

    • To a single representation:

      The Auto-Generate Label button now appears for all representations.

      auto_generate_label.png

      Auto-Generate Label

      Select the button to add a label to the representation according to the template you configured.

    • To a set of representations:

      Create the set of representations to which you want to add the labels. Configure the Global Representation Changes job to run on the set.

      global_representation_changes.png

      Global Representation Changes

    From the Label row, select Generate.

    To remove labels from the set, from the Label row, select Empty.

    For more information, see Global Representation Changes.

    Suppress Bibliographic Records Without Active Inventory

    May 2021 Digital Resource Management URM-105189/span>idea exchange Idea ExchangeURM-105189

    You can now configure the Global Representation Changes job to suppress bibliographic records that have no active inventory after the job is run. To configure this feature, select the Suppress bib without active inventory option when selecting Inactive from the Label row.

    suppress_bib_without_active_inventory.png

    Suppress Bib Without Active Inventory

    For more information, see Global Representation Changes.

    Additionally, when manually setting an individual representation to Inactive, if there are no other active representations on the bibliographic record, a pop-up appears asking if you want to suppress the record.

    suppress_bib_record_confirmation.png

    Handling Bibliographic Record Without Active Inventory - Confirmation

    In addition, a parameter was added to the Update Representation Rest API to suppress bibliographic records without active representations.

    Support ability to Waive All/Large lists of Fines/Fees in User Record (Fines and Fees tab)

    May 2021 Fulfillment URM-75227

    Alma now enables user to select fines and fees across the full paginated fees list (among multiple pages) and waive them. A 'Waive All' option is added to the Fines\Fees tab. Previously, users could only waive selected fines and fees on a currently displayed page. 

    For more information, see Managing User Fines and Fees.

    The new ability to select fines and fees across the full paginated fees list (i.e. selecting from different pages) implies that any personalization a user may have previously done for the fees' list columns will have to be redone following this release.

     

    It is not possible to waive more than 100 selected fees in one action.

    Watch the Waive All the Fines and Fees of a Patron video (1:13 minutes).

    Search user records by phone number

    May 2021 Fulfillment   URM-142433

    In Alma, phone numbers are now a searchable user field. Phone numbers can now be entered in the simple or the advanced  search to find users. Previously, this was not a supported search user field in Alma.

    Since phone numbers are encrypted upon save, a phone search will be an exact match search (e.g. if country code is entered in the phone number it should be used when searching), on numeric values only (any non-numeric values, e.g. hyphens, spaces or brackets, will not affect the search).

    Sort user list by User Group Code and Expiration/Purge Date

    May 2021 Fulfillment   idea exchange Idea ExchangeURM-140301

    Alma now enables the User List to be sorted by User Group Code, Purge Date  and Expiration Date. When using the advanced search, a set can be created to include multiple user groups. These groups or the expiry/purge date can now be sorted. The purge date column is hidden by default and can be added to the displayed columns.

    Pop-up message when scanning in an item with a request note

    May 2021 Fulfillmentidea exchange Idea ExchangeURM-138658

    A new 'Requester Note' message has been added to the Scan In Messages Configuration screen. By default, this message is enabled and will appear as a 'Pop-Up'. The message will be displayed when an item that is scanned in has a 'Requester Note' associated to it.

    Watch the Requester Note Appears Upon Scanning In an Item video (1:39 minutes).

    Enhanced export when sending requests to remote storage

    May 2021 Fulfillment URM-141730, URM-141732

    The integration profile for exporting requests to remote storage was enhanced in the following ways:

    1. Privacy enhancement: For integration types XML and XML/NCIP (regardless of system type), a new configuration, "Include patron info in physical item requests", now allows libraries to have patron information in the exported XML for physical requests.

    For digital requests, patron information is controlled by an existing configuration (‘Handles digitization requests locally' in the remote storage). In the past, this affected physical requests as well - this was fixed, and digital requests handling will no longer affect physical requests. Libraries that wish to include patron information in physical requests will need to enable the new checkbox in the integration profile.

    It is our recommendation that libraries that choose to export patron information will use an encrypted sFTP connection (see FTPing encrypted files to Alma using PGP).

    1. XML file changes: For integration types XML and XML/NCIP (for system "BIBSYS" and "XML" only), the following information is added to the exported file:
      • Request note
      • Title (exists today for manual description requests only, will be added for all request types)
      • Author
      • ISSN/ISBN
      • Place & date of publication
      • When patron information is exported, it will now include requester's preferred address
    2. Request itemization enhancement: A new "itemize remote storage requests" option was added to the remote storage integration profile (export request section). This allows libraries to choose if remote storage requests are itemized upon export (as today) or when waiting for export to remote storage.
      For more information, see Requests to Remote Storage Facilities.
    3. The label "System (for EXL purposes...)" is modified to "System" – as the remote storage system may impact the XML file format for integration types XML and XML/NCIP.

    Locate status added to the audit trail of borrowing and lending Resource Sharing requests

    May 2021 Fulfillment-Resource Sharing URM-142219

    Locate status has been added to the audit trail of borrowing and lending RS requests. This allows librarians to see when locate status changed between "Locate not run", "Resource located" and "Locate failed". This change in the 'locate status' is reported in the request history.

    Prefer electronic format in lender locate

    May 2021 Fulfillment-Resource Sharing URM-141640

    Alma can be configured to show preference to electronic format articles in the lender side locate process. If a requested article is found in electronic format then that resource will be considered the only option for the lender. Other potential physical options are considered only if no electronic resources are found.This behavior is activated by the new "Prefer Uresolver locate results" switch that can be switched on at the Lending Setup section of the resource sharing library. Note that electronic resources are considered a match only if their coverage matches the details of the request.This affects both the automatic and the manual locate process on the lender side.

    For more information, see Configuring Parameters of a Resource Sharing Library.

    Combined Search - Support For Electronic Collections of Type Database

    May 2021 Collaborative Networks URM-141679

    Electronic collection of type 'Database' (electronic collection with no portfolios) managed in the Network Zone for all members or for specific members (using an 'Available For' group) will now be included in the Institution Zone's combined search for the relevant member. 
    Using combined search results provides consortia members quick access to electronic resources that are managed for them in the Network Zone.

    combined search - support electronic collections with no portfolios.png

    This functionality is supported for institutions where combined search is enabled. Contact Customer Support to enable combining Institution and Network Zone search results. For details, see Combining Institution and Network Zone Search Results

    New Acquisitions and Fulfillment Dashboards

    May 2021 Analytics URM-146004

    The following new out-of-the-box dashboards were added to Alma Analytics. For each dashboard, a new analytics object of type Dashboard was added. The dashboards are now available as links from the Analytics menu in Alma according to the following roles:

    • Acquisitions – Claims Dashboard (Ex Libris)
      and
    • Acquisitions – Fund Reports (Ex Libris):
      • Acquisitions Administrator
      • Fiscal Period Manager
      • Fund Manager
      • Invoice Manager
      • Invoice Operator
      • Invoice Operator Extended
      • Ledger Manager
      • Purchasing Manager
      • Purchasing Operator
      • Purchasing Operator Extended
      • Receiving Operator
      • Receiving Operator Limited
      • Vendor Account Manager
      • Vendor Manager
    • Fulfillment Loans Returns and Overdue Dashboard (Ex Libris):
      • Circulation Desk Manager
      • Circulation Desk Operator
      • Fulfillment Administrator
      • Fulfillment Services Manager
      • Fulfillment Services Operator

    The old Acquisitions – Claims dashboard is now marked to be deprecated and will be removed for the June release.

    Improved Letter XML Examples

    May 2021 Administration and Infrastructure URM-142450 idea exchange Idea ExchangeURM-142450

    When configuring letters, users can make use of out-of-the-box XML examples. These examples were now enriched to provide more detail that can help uses to customize the letters. To view these examples, open the DefaultLetter.xml file that is located in the Letter Examples tab of the Letters Configuration page for the desired letter. 

    Letter_Examples tab.png

    Testing Authentication on SAML Integration Profile

    May 2021 Administration and Infrastructure URM-146296

    Alma supports the SAML 2.0 Web Browser SSO profile. This enables Alma to exchange authentication and authorization information, allowing a user to sign in or out of an external system and be automatically signed in or out of Alma, or vice versa. For the details of configuring this profile, see SAML-Based Single Sign-On/Sign-Off

    The Save And Test button has been added to the log-in integration profiles (SAML, CAS, LDAP and social log-in profiles). This removes the need to log out from Alma and log in again, and if the authentication fails, provides a clear indication of what went wrong. 

    Currently, this is available for the SAML integration only. In the upcoming releases, this will be supported on all authentication integrations.

    See Testing Authentication on SAML Integration Profile.

    Download Staff Login Report via API

    May 2021 API URM-145346

    Previously in Alma, creating a login report required a staff member to login, produce and download the Excel spreadsheet, and convert it to CSV. Alma now enables institutions (via API) to retrieve staff login data via a new API and further execute processes as they desire, e.g. export it to a CSV file. For more information on creating the report via the API, click here and scroll to section labeled Staff Login Report.

    Fund Management APIs

    May 2021 API URM-145081

    Alma enables institutions to create a richer integration with their finance systems with updated capabilities of retrieving funds and associated transactions. The Fund Management APIs have added the following two capabilities:

    • Search and Retrieve Ledgers and Funds
    • Search and View Transactions for a fund

    For more information, see Fund Management APIs.

    API for running Import profile on a single BIB record

    May 2021 API URM-123393

    Alma introduces a new API designed for running Import profiles on a single BIB record. The new API, labeled "Importing a single record" will execute the following:

    • Receive an import profile ID as a parameter
    • Receive a BIB record as payload
    • Run the import profile on the BIB and return the resulting BIB record:
      • If no match found - a new record is created.
      • If match found - the matched record is used.

    This will be done in a similar way to the existing "Import a single record" option in Alma: In order to run the API you will need to have a defined import profile. The API will import a bibliographic record only – not inventory records.

     

    This API is intended for individual record imports. Bulk imports should be performed via the MD Import functionality.

    New fields added to the REST Item APIs

    May 2021 API URM-104745

    A number of existing item fields in Alma (previously not supported by API) have now been added and are supported in the REST Item APIs. Listed below are the added item fields:

    • Issue date (get, put, post)
    • work_order, process_at (currently will be added only to GET and will not be supported in PUT/POST)
    • temporary location source (get, put, post)
    • break indicator (get, post, put)
    • pattern type (get, post, put)
    • linking number (get, post, put)
    • type of unit (get only)

    Chat with Support

    March 2021 Administration and Infrastructure URM-146018

    Staff users who have been assigned chat permissions can now chat with our Support team regarding the following types of Alma and Leganto issues directly from within the Alma management interface:

    • Simple how-to questions and configurations
    • Behavior and general inquiries
    • Known issues

    PVE_ChatLink_NewLayout.png

    Chat Icon in Alma's Persistent Menu

    This functionality is disabled by default. Only staff users who have been assigned the Chat with Support role will be permitted to open a Chat session with our Support team. For more configuration information, see Managing User Roles.

    For more details, see Online Chat Support and Chat Support Availability.

    Beginning on March 1, 2021, Chat will be available for Alma and Leganto customers who are in production in the European region. For production customers in the North American region, Chat will become available a couple of weeks later. Chat will not be available for customers in implementation.

    PO Line Infrastructure Upgrade

    March 2021 Acquisitions URM-136168
    In upcoming releases, technical upgrades to the PO Line infrastructure will take place, which will not result in any functional changes.

    New Option To Replace Resource Associated With An Electronic PO Line

    March 2021 Acquisitions URM-140777
    When editing an electronic PO line (Collection/Portfolio) users now have the option to detach the existing resource from the PO line and replace with another electronic resource associated with the Institution Zone, Community Zone or the Network Zone. Additionally, an indication to which "Zone" the resource is associated with, was added to the Ordered items table with the color coding Alma uses to indicate whether the resource is "Available" or "Not Available".



    Utilizing the "Replace Resource" function will prevent the users from the need to delete a PO line in case it was associated with the wrong electronic resource. Institutions who are part of a Network Zone and their Electronic resources are managed by the Network Zone (but their purchases are handled locally) will be able to:

    • Create a local PO line associated with an electronic resource.
    • Send the order to the vendor.
    • Once the resource is available for them, ask the Network institution to enable the electronic resource in the Network Zone and have it "Available for" them.
    • Use the new function to replace the resource associated with the PO line with the Network Zone resource made available for them.

    In case the PO line doesn't have a license and the Network Zone resource has a license - the Network Zone license will be associated with the POL. In case the PO line has a license and the Network Zone resource has a license as well - the Network Zone license will not be associated with the POL.

    This operation is available for any resource type of type "Electronic" and the resource type for the replaced resource must be with the same "Type". For example: if the source resource is "Electronic Portfolio", only "Electronic Portfolio" can be selected as the new resource.

     

    In case the resource replaced is associated with a different bibliographic record, the POL will be associated with this new bibliographic record and the user will be prompted with a pop-up asking whether to keep the detached resource or delete it. In case the user selected to delete the electronic resource and the bibliographic record for that resource has no other inventory associated to it, the a pop-up will also present the user with the options to handle this bibliographic record (depending on the settings done for pol_handle_bib_record_without_inventory.

    Read more about this parameter here.

    Multiple runs per day for PO packaging and EDI jobs

    March 2021 Acquisitions URM-140017

    In order to improve communication between Alma and vendors, additional scheduling options were added to the PO packaging job so that PO lines can be packed automatically to a PO several times a day and ready to be sent to the vendor. For institutions using EDI to communicate orders with their vendors, institutions now can have the EDI job run a few times a day. This will result in orders being sent to vendors closer to the time the orders were actually created in Alma. The 2 new scheduling options for both jobs are "Every 2 hours" and "Every 4 hours".

     "PO Line package" job which handles purchase order lines that are not marked for manual packaging was added with two more scheduling options in addition to the existing job scheduling options (located in Configuration > Acquisitions > Job configuration):

    Read more about PO packaging job.

    "EDI" job runs to communicate with vendors configured to work with EDI. Two more scheduling options were added in addition to the existing job scheduling options to allow the communication to run multiple times per day (located in Vendor > EDI information > Input job parameter):

    Read more about EDI job scheduling.

    New "Survey Language" field in the trial surveys editor

    March 2021 Acquisitions URM-64646

    In order to allow Survey composers the ability to send a survey form in a dedicated language (other than English), institutions utilizing the Trials functionality in Alma now have a new field "Survey Language" which was added to the survey editing form ("form configuration" section), this new field supports selecting the language in which the survey is sent to the user (up until today users which received the survey had the option to view it only in English). 
    When creating a new trial or editing an existing trial, the default language in this field will be the institution's default language. 

    Text for questions that are composed by the creator of the survey should match the language selected in the new "Survey Language" field.

    Read more about Managing Trials in Alma.

    Watch the Compose a Trial Survey in a Selected Language video (0:53 seconds).

    New Metadata Editor

    New Metadata Editor Layout Turned On as Default for All Users

    March 2021 Resource ManagementURM-145427

    Continuing the rollout of the new Metadata Editor, starting from this release, the new Metadata Editor opens up for all Alma users as the default.

    Users can switch back and forth between the new and the original Metadata Editors.

    To switch:
    • to the new Metadata Editor, select new MDE button.jpg on the right-hand side of the top toolbar of the Editor.
    • back to the original Metadata Editor, select  Old Editor on the right-hand side of the top toolbar of the Editor.

    Ex Libris recommends that all relevant users become familiar with the new Metadata Editor prior to it becoming exclusive use, which is planned to take place with the deployment of the June 2021 release.

    Rules Management in Metadata Editor

    March 2021 Resource ManagementURM-98936

    Ex Libris continues the rollout of the new Metadata Editor. In the current release, the Rules Management core functionality was introduced (the functionality available in the original Metadata Editor plus new features). 

    See New Metadata Editor Functionality.

    Rules Right-click Menu

    March 2021 Resource ManagementURM-132883

    You can now perform actions in the Rules area from the right-click menu in the new Metadata Editor. See below for the list of right-click actions:

    Rules right-click Menu
    Action Available for Description
    Edit Private rules,
    Shared non-default rules
    Select to edit the rule (not available for out-of-the-box (default) rules and Community Zone rules). 
    View All rules Select to view the rule in cases when you cannot edit it.
    Duplicate  All rules Select to duplicate the rule to modify the copy and create another rule based on this rule. 
    Contribute to CZ All rules Select to contribute this rule to Community Zone (if you have this capability).
    The contributed rule appears both in the Shared folder and in the Community Zone folder. 
    Properties All rules Select to view and modify the rule properties, such as its name.
    Delete  Institution rules,
    CZ rules contributed by your institution
    Select to delete the rule (available for local rules and rules in the Community Zone that were contributed by your institution).
    Test external records Institution rules Select to save and test the rule in Primo-VE. For details, see Testing Normalization Rules for External Data Sources.

    Message to Users Opting-out from New Metadata Editor

    March 2021 Resource ManagementURM-140860

    Starting from the March release, only users with the below roles can opt-out from the new Metadata Editor and work in the classic Metadata Editor:

    • CATALOGER
    • CATALOGER_EXTENDED
    • CATALOG_ADMINISTRATOR
    • CATALOG_MANAGER
    • PHYSICAL_INVENTORY_OPERATOR (users with this role can switch back to the class Metadata Editor only if they have a cataloger role as well)
    • PURCHASE_MANAGER
    • PURCHASE_OPERATOR
    • REPOSITORY_MANAGER

    Users who haven't opted-out or did not switch to the new Metadata Editor yet, will get a message with a link to opting-in and a warning that the classing Metadata Editor is only available till June 2021.

    See Usability Improvements.

    Enhanced Message Display

    March 2021 Resource ManagementURM-142406

    The display of messages in the new Metadata Editor was enhanced. Notification messages that appear in a specific context (related to records, rules, etc.), now appear in the relevant panel of the Metadata Editor:  
    message in context 1.png

    Opening New Holdings from the Add Inventory Menu

    March 2021 Resource ManagementURM-143706idea exchange Idea Exchange

    The ability to add new holdings was added under the Add Inventory menu (in addition to the existing ability to add them under the New menu). This makes it more intuitive for operators to create new holdings.

    The same Holdings section that appears in the New menu now also appears in the Add Inventory menu. You can choose which template to use for creating the holdings in the same way as it is done in the New menu. 

    add new holdings under add inventory.png

    See Add Inventory Menu.

    Watch the Add New Holdings from the Add Inventory Menu video (0:47 seconds).

    Accessibility Improvements in the New Metadata Editor

    March 2021 Resource ManagementURM-142176

    The below improvements were done with the purpose of making the new Metadata Editor compliant with the Americans with Disabilities Act (ADA). The improvements include:

    • Ability to close the Navigation panel using keyboard, when it is opened in hover above the Metadata Editor. To close it, press Escape. Note that if a tooltip is opened in the Navigation panel, you have to press Escape twice - the first closes the tooltip, the second closes the Navigation panel. 
      navigation panel on hover.png
    • You can now navigate up and down within the lists of items in the Navigation panel using the keyboard. 
    • You can now open the Alerts panel and navigate within it using the keyboard. 
    • Unique IDs were added to Html elements of each record/template/rule in the Navigation Panel and within the Editing area.
    • The page title was set to "Metadata Editor" for screen readers.

    Editing Tasks from Authority Control Task List in the Metadata Editor

    March 2021 Resource ManagementURM-123960

    Now when you review tasks in the Authority Control Task List, you can edit the relevant record directly in the Metadata Editor. To support this, a new type of set "Authority Controlled Task List" was created under Sets in the Records area. To open records in the Metadata Editor, select the desired records in the Authority Control Task List and select Edit in the row list actions, or Edit Selected above the list.  

    Managing Brief Levels in Record Header

    March 2021 Resource Management URM-134130

    The brief level indication now appears in the record header for all MARC bibliographic formats.

    brief level in new MDE.png

    See Working with Brief Record Levels.

    Side-by-side Editing of Primary and Searched/Browsed Records

    March 2021 Resource Management URM-140990

    Now you can view the searched/browsed record alongside your primary bibliographic record, whether on the right of the primary record, or on the left. This allows you full flexibility in how you want to display the records, while also providing easy navigation back to the search form to refine your search if needed.

    See Working with Search Resources in the MD Editor.

    Use Existing Bibliographic Record when Creating a PO Line via "New Order" Import Profile

    March 2021 Resource Management URM-142153

    Continuing the enhancements to the "New Order" import profile (see Associate a PO Line Created via the Import Profile to an Existing Portfolio), now you can use the existing matched bibliographic record without modifying it, and associate the newly created resource and PO line under this matched bibliographic record. In case a matching resource is also found under the bibliographic record (see Associate a PO Line Created via the Import Profile to an Existing Portfolio), only a PO line will be created.

    To support this, a new radio button "Use Existing Record" was added to the Match Profile tab of the Import Profile (New Order profile only). When this radio button is selected, Alma does not update the bibliographic record and and only creates the resource and the PO line.

    Community Zone Update Task List Improvements

    March 2021 Resource ManagementURM-141433idea exchange Idea Exchange

    The Community Zone Update Task List is used to display all changes that were made to to your Community Zone activated electronic resources as a result of Community Zone updates. The Community Zone was enhanced to enable faster and more efficient access to the data included in it. This includes new access points, information fields, actions, as well as more filters and sorting abilities. All the new features apply to both the Review and All tabs. 
    enhancements to cz updates task list.png

    Enriched Title Display
    The Title of the portfolio is now identical to the way the portfolio's Title is displayed in the Service editor Portfolios list.

    Enhancements to Columns
    All new columns are hidden by default. 

    • Submit Date (enhanced column) - now displays date and time of the change. When portfolios are added or deleted, this helps you know which came first from the task list, thus letting you know if content was removed without being re-added. The date and time formats are defined by customer parameters system_date_format and system_time_format.
    • Resource ID (new column) - displays the local ID of the resource (portfolio ID / electronic Service ID / Electronic Collection ID), depending on the resource level of the selected Report Type.
    • Resource Type (new column) - displays Electronic Portfolio / Electronic Service / Electronic Collection to let you know the resource level of every entry.
    • Is Free (new column) - displays the electronic collection/electronic service's 'Is Free' parameter value (if the override is populated, displays the override value). For every Collection/Service, state Yes/No, and for Portfolio states the portfolio's Service's 'Is Free' value (inherited).
    • Collection Type (new column)  - displays the electronic collection's type: Selective package / Aggregator package / Database.
    • Collection content type (new column) - displays the electronic collection type: Book Package / Journal Package / Mixed Package / Abstract & Index Package / Web Service / Database.
    • Library (new column) - displays the library of the resource. If the library is inherited from the e.collection, displays "<Library_Name> (e.collection)".
    • Orders (new column) - displays the number of the resource's PO Lines. The number is a link, select it to view the relevant PO Lines. Select Back to return to the Community Zone Update Task List.
    • Local Information (enhanced column) - previously appeared only on the Review tab. Now it was added to the All tab as well.

    Enhancements to Row Actions

    • Edit Electronic Portfolio / Electronic Service / Electronic Collection - Select to open the resource in its editor (if you have the required permissions).
      If you do not have editing permissions to the resource, you will be able to view the resources but not edit them.
      This option is not available for deleted resources. 
      To return to the Community Zone Update Task List after editing/viewing the resource, select the new "Review CZ Updates" button that appears at the top of the resource (see below for details).
    • Report To ExLibris - Select to send a report for Ex Libris, in case of any issue. 

    Enhancements to Reports

    • Portfolio deleted from non auto-active electronic service - The report 'Portfolio deleted from non auto-active package' was renamed to 'Portfolio deleted from non auto-active electronic service'This is because an electronic collection may have more than one electronic service, with one service set to auto-active and the other to non auto-active, so the portfolio inherits its auto-active status from the electronic service, not the electronic collection.
    • Portfolio deleted from auto-active electronic service - This report was available previously in the All tab. Now is is available on both tabs. The report lists the portfolios deleted from electronic services that are defined as "Activate new portfolios associated with service automatically" = Yes.

    New Filters 
    New filters were added:

    • Electronic Service - Include the values All / Auto-Active / Non Auto-Active. This filter displays only entries of the Service level. This filter has no corresponding column.
    • Resource Type - Includes the values All / Electronic Portfolio / Electronic Service / Electronic Collection. If any of the resource types is not displayed in the table, the filter does not provide the option to filter by it.
    • Has Order - Include the values All / Yes / No. If any of the resource types is not displayed in the table, the filter does not provide the option to filter by it.
    • Is Free - Include the values All / Yes / No on the electronic service and electronic collection levels only.
    • Has Local Information - Includes the values All / Yes / No
    • Library - Includes the available libraries of the institution.
    • Collection content type - Include the values All / Book Package / Journal Package / Mixed Package / Abstract & Index Package / Web Service / Database. If any of the resource types is not displayed in the table, the filter does not provide the option to filter by it. 
    • Collection Type - Include the values All / Selective package / Aggregator package / Database. If any of the resource types is not displayed in the table, the filter does not provide the option to filter by it.

    New Search Options
    New search options were added to enable searching for a specific identifier, MMS ID, and Resource ID.

    Default Time Range Modified
    The table's time range now defaults to the last 30 days.

    New Sorting Options
    The table now supports the ability to sort from additional column headers:

    • Identifier
    • Resource Type
    • Is Free
    • Package Type
    • Collection Type
    • Library
    • Orders

    New Selection Counter and Ability to Clear Selection
    On the Review tab, a selection counter was added. The counter supports multi-page selection. Also, an action Clear selection was added, to enable easily clearing of the selected rows across pages.

    See Working with the Community Zone Updates Task List.

    New Access Points to the Community Zone Update Task List from Electronic Resource Editors

    March 2021 Resource Management

    New access points were added to the electronic resource editors (Electronic Collection Editor / Service Editor / Portfolio Editor) that enable navigating from the editors to the Community Zone Update Task List page. The access point is the button "Review CZ Updates (X)", where "X" indicates the number of CZ updates available in the Review tab of the Community Zone Update Task List for that resource.
    Review CZ update button.png

    This button appears for resources linked to the Community Zone, including portfolios that were linked to CZ in the past and got localized due to portfolio deletion from the CZ. This button appears only for users with Repository Manager role (regardless if the role's scope is library-level or institution-level).

    See Accessing the Community Zone Update Task List from Electronic Resource Editors

    User Interface Improvements in Accession Number Generation Configuration 

    March 2021 Resource Management URM-143863

    The user-interface that supports the generation of call numbers and temporary call numbers for items was enhanced to enable you to work quicker with a large number of call numbers:

    • Pagination and search were added to the Accession Configuration page (Configuration Menu > Resources > General > Accession Number) and to the Accessions Number list that opens when generating a call number from the Metadata Editor. 
    • In the Accession Configuration page, saving is now automatic, which means all data that you enter is saved without the need to select the Save button (which was removed from this page.)
      Accession configuration new table.png

    See Configuring Accession Numbers

    Accessibility Improvements

    March 2021 Resource Management URM-142176

    The following improvements were done with the purpose of making Alma compliant with the Americans with Disabilities Act (ADA):

    • Recently used options in dropdown lists are now labeled with a recently-used indication. 
      accessability_issues_march_1.png
    • The Clear button in the search bar is now accessible by keyboard navigation and is labeled. 
      accessability_issues_march_2.png
    • The Selection History button in pickup fields is now a label and complies with the screen reader expectations. 
      Selection History button.png
    • The Search bar input field now displays an explanation of what to do in the field.
    • All options in dropdown lists are now enabled to keyboard navigation, the screen reader reads the correct number of options.
    • Input fields in the Advanced search were labeled appropriately.
    • Group fields in the Advanced search are now marked as a group. 
    • When multiple buttons exist in the Advanced search, each now has its own label. 
      accessability_issues_march_4.png

    Denied Note for Unregistered Users

    March 2021 Digital Resource Management URM-138800

    When defining access rights for digital objects, you can now configure a separate Denied Note for unregistered users. This allows you to have one note configured to inform unregistered users of the need to log in and a separate note for logged in users to inform them of additional conditions required for viewing the resource. To support this development, a new Denied Note (override for unregistered users) field was added to the Access Rights Policy page.

    access_rights_policy.png

    Denied Note (override for unregistered users)

    Enter the note in this field that you want to appear when access is denied for unregistered users. If no note is configured, the note configured in the Denied Note field is displayed.

    For more information, see Access Rights Policies for Digital Objects.

    PDF.js Viewer now Available to Display PDFs

    March 2021 Digital Resource Management URM-120743

    Alma now uses the PDF.js viewer when displaying PDFs to provide a rich tool set of viewing capabilities.

    Enhanced request cancelation after “date needed by” has passed

    March 2021 Fulfillment  idea exchange Idea Exchange URM-23558

    The "Date needed by" field (also known as “Not Needed After”), which can be populated by the patron, was taken into account only in the "pick from shelf" workflow step, cancelling the request when the date was in the past without sending a cancel notification (since the patrons indicated that hey are no longer interested).

    Following this development, this behavior will be applied in other workflow steps in the request lifecycle:

    • Queued requests that are not yet active but are past their date needed by will now be canceled by the "Request - handle last expiration STEP" (to avoid recalling items to fulfill requests that are no longer relevant).
    • When an item is scanned in, if the "date needed by" of the request had passed, the request will be canceled.
    • When an item is placed on the hold shelf, if the date needed by is earlier than the regular hold shelf expiry, the hold shelf expiration date will be populated by the date needed by (so that the request will not remain on the hold shelf after the patron is no longer interested).

    A new cancelation reason, “date needed by has passed”, was added for requests that were canceled because the date needed by indicated by the patron was reached before the item could be placed on the hold shelf.

    Requests in transit will not be canceled when their date needed by is past, as the transit step needs to be completed. The cancelation will happen when the item is scanned in at the destination.

     

    If a library is not interested in working with Date Needed By, it can hide the "notNeedAfter" field from the patron’s request form. See: Customizing Primo Request Forms, Configuring Request Forms for Primo VE or Configuring the Request Forms for Alma-Summon.

     

    If date needed by is enabled on RS requests, the requests will also be affected. Customers who wish to prevent automatic cancellation of requests that are no longer required by patrons can remove the field from the request form.

    Refresh "linked accounts" when using Primo VE My Account

    March 2021 FulfillmentURM-143769

    In Primo VE, when a Fulfillment Network patron uses the Primo VE My Account to view activity in another Alma institution, their linked account in that Alma institution is now refreshed using the user record at the patron's home institution. Refreshing the account allows an up to date assessment of the patron's eligibility to renew loans (e.g. if the patron is blocked).

    Temporary renew of a Resource Sharing loan

    March 2021 Fulfillment-Resource SharingURM-131560 NERS NERS Enhancement (ID #6962)

    In Alma, when asking a lender to renew a RS loan that is about to become overdue, it is now possible to have the loan due date extended by a configurable short period (up to 9 days after the request renew date). This will prevent the loan from becoming overdue and accruing fines while the lender is contacted to arrange a renewal and new due date. Once the renewal has been confirmed with the lender, the loan and the borrowing request will be renewed to the agreed upon due date (using the existing workflow). The option is activated by selecting the new 'Extend due date when renew requested'   checkbox and populating the new ''Extend due date by (days)' field on the resource sharing library configuration page.

    Borrowing and lending request lists to display create and update time

    March 2021 Fulfillment-Resource Sharing idea exchange Idea ExchangeURM-124170

    In Alma, the borrowing and lending resource sharing requests lists will now display the time as well as the date in the create and update date. This feature will enable institutions to sort borrowing and lending requests by date and time, to help libraries that want to handle digitization requests quickly and efficiently. The time display will depend on the institution’s system_time_format customer parameter.

    Recall process for SLNP requests

    March 2021 Fulfillment-Resource SharingURM-75741

    A lender using Simple Library Network Protocol (SLNP) can now recall items by sending a recall email to the email address configured in the SLNP partner of the borrower. When recall is allowed in the partner’s workflow and triggered by the operator or an incoming request, the Lending Recall Email Letter email is sent to the borrowing library and the lending request is considered recalled.

    Primo VE Blank Request DOI/PMID Lookup Options

    March 2021 Fulfillment — Resource Sharing URM-126299

    It is now possible to add ‘Auto Fill’ buttons to the DOI and the PMID fields of the article request form. When clicked, Alma uses the value in the DOI or PMID fields to search for the article information and auto-completes the remaining form fields (such as article name and pages) based on these identifiers.

    Blank_Request_Form.png

    Activate this feature by enabling the new ‘DOI Auto Fill’ and ‘PMID Auto Fill’ fields on the Discovery > GetIt Configuration > Resource Sharing Request configuration form.

    Additional Chapter and Article Information in Primo VE My Account Requests Lists

    March 2021 Fulfillment — Resource Sharing URM-141075

    Resource sharing requests listed in Primo VE’s My Account requests lists are now richer with more information describing the requests’ publication date, pages, and name of the journal.

    My_Account_Requests_Lists.jpg

    Book chapter requests include their chapter title, author, and number in addition to the requested pages. The fields only display if they are populated.

    New System Events Subject Area

    March 2021 Analytics URM-142900

    The new System Events subject area is intended to replace the current Events subject area. The current Events subject area reports on a very large number of events, some of them redundant or not used, which makes it very difficult to produce effective reports on events that run in a reasonable amount of time. The new System Events subject area includes only a select number of events so that reports can be run quickly and efficiently. For a period of time, both subject areas will be available to allow customers to adjust to the new System Events subject area.

    The following events are available in the System Events subject area:

    • Events that are used in reports that the institution created and ran at least once in the past year.
    • Events in out-of-the-box reports under Alma/shared/events/reports
    • Events related to the creation, deletion, and update of invoice lines and invoices 

    For more information, see System Events.

    Borrowing and Lending Request Time in Hours and Minutes

    March 2021 Analytics URM-141733

    Previously, it was only possible to calculate borrowing and lending request time in terms of days. The following fields were added that enable you to create reports that calculate the borrowing and lending request time in hours and minutes:

    • In Borrowing Requests > Borrowing Request Details:
      • Hours of Request for Partner
      • Hours of Request to Material Arrival
      • Hours of Request Sent to Material Arrival
      • Hours of Request Sent to Non-Fulfilled
      • Hours of Arrival to Patron Loan
      • Hours of Patron Check-In to Return
      • Minutes of Request for Partner
      • Minutes of Request to Material Arrival
      • Minutes of Request Sent to Material Arrival
      • Minutes of Request Sent to Non-Fulfilled
      • Minutes of Arrival to Patron Loan
      • Minutes of Patron Check-In to Return
    • In Lending Requests > Lending Request Details:
      • Hours of Request
      • Hours of Request Created to Material Sent
      • Hours of Material Sent to Return
      • Minutes of Request
      • Minutes of Request Created to Material Sent
      • Minutes of Material Sent to Return

    Support Discontinued for Internet Explorer

    March 2021 Administration and Infrastructure

    Starting from the March 2021 release, Alma no longer supports the Internet Explorer browser, including no longer fixing potential display and performance issues on IE.

    Enhancements to Letters Configuration Table

    March 2021 Administration and Infrastructure URM-130472

    The Letters Configuration code table was enhanced to enable you to find the desired letter quicker:

    • You can now search for letters by name.
    • Pagination enables you to jump between pages.
    • Filters enable you to see a subset of relevant letters:
      • Enabled: To see letters you enabled during implementation and need to configure.
      • Channel: To filter letters by email, SMS or Webhook.
      • Patron Facing: To easily disable patron-facing letters if you do not want to send them out to patrons.
      • Customized: To see only letters that were customized or were not customized. 

    enhanced letter configuration table .png

    See Configuring Letters.

    Watch the Enhancements to Letters Configuration Table video (1:03 minutes).

    Importing Code Table UILeganto Labels

    March 2021 Administration and Infrastructure URM-137898

    Now you can import the UILeganto Labels code table. This enables you to update the Leganto labels elsewhere and then import all of them into Alma. Note that the number of rows in the imported table must be identical to the number of rows in the table in Alma. 

    It is advised that you export the existing Alma table (select ), make your changes and import it back to Alma. 

    Import UILeganto Labels.png

    Support for Campus Name Translation

    March 2021 Administration and Infrastructure URM-19144idea exchange Idea Exchange

    Now you can translate Campus names (Configuration > General > Libraries > Define Campuses) to the languages defined in your system. The translated campus names subsequently appear in Alma and in Primo VE, for example in the pickup locations list, in Get It Request Form, and more, if you choose to display Primo VE in the interface language to which campus names were translated. This is an important ability for multilingual Primo VE sites.
    campus language selection.png

    See Configuring the Institution and Its Libraries.

    Watch the Support for Campus Name Translation video (0:54 seconds).

    New Alma Layout - Exclusive Use

    March 2021 Administration and Infrastructure URM-143811

    Finalizing the rollout of the new Alma layout, the new layout is now exclusively available for Alma users. Users can no longer switch back and forth between the new and the old Alma layouts. For instructions on working with the new layout, see The Alma User Interface

    To switch back to the old Alma layout in case of specific needs, please contact Ex Libris customer support. 

    Physical Inventory Viewer Privileges Added to All Relevant Roles

    March 2021 Administration and InfrastructureURM-126672

    Now all staff users can view all inventory (physical, electronic and digital), across the entire institution, regardless of the user role's scope. Users who do not have the permissions to edit the inventory can only view it. 

    To limit the ability to view holdings and items in your institution only to certain roles, contact Ex Libris customer support. 

    See Managing User Roles.

    The Licenses API was enhanced to support retrieving additional types of Licenses

    March 2021 APIURM-128869

    It is now possible in Alma for the GET licenses API to retrieve a list of negotiations and amendments. Previously the GET licenses API returned a list of licenses of type='LICENSE' only and not negotiations or amendments. 

    The following newly added parameter 'types" are used to retrieve the license types:

    • type=ALL (will return both licenses & negotiations)
    • type=NEGOTIATION (only negotiation)
    • type=LICENSE (only licenses)
    • type=ADDENDUM (only amendments)

    Amendments can also be retrieved using GET /almaws/v1/acq/licenses/{license_code}/amendments ).

    Negotiation type licenses are only available in a Network Zone (NZ).

    The Electronic Portfolio API now supports the "Public access model" field

    March 2021 APIURM-124860

    Users now have the ability to use 'GET/PUT/POST' API for Electronic portfolios in order to create/update the Public access model field in portfolios. Previously, the API for electronic portfolios did not include information/update ability to the Public access model field which is found within the Acquisition tab of the Electronic Portfolio Editor. 

    Valid values for the Public access model field can be found in the "Code" column of the "Access Model" table located in Alma->Configuration->Acquisitions->Licenses -> Access Model.

    The access model code can be edited by the user. When using the create/update API, in case the access model code in the API does not match a code in Alma, this will not prevent the creation of the POL.

    Enhanced Library Calendar

    March 2021 FulfillmentURM-140592

    The availability calendar in booking requests was enhanced to also reflect the times when the library is closed. If a pickup location is selected before checking the availability calendar, the calendar will show when the library is closed, in addition to when no item is available for booking. This will help patrons to better understand when an item is available for booking. The closed times and the unavailable times will differ in color, and new customizable labels were added to specify in writing the time and nature of closed/unavailable windows in order to improve the availability calendar’s accessibility. 

    As part of the May release, the “Check Availability” label’s OTB value will change to inform patrons that in order to see the library's opening hours, they should first select a pickup location. As this is a patron-facing change, it will not be reflected in existing environment – libraries that wish to implement it will need to configure this label. For more information on customizing labels, see: Modifying Display Labels or Configuring Display Labels for Primo VE.

    Associate a PO Line Created via the Import Profile to an Existing Portfolio

    February 2021 AcquisitionsURM-138280

    When a PO line is created via the "New order" import profile, Alma can now locate and use existing inventory and associate the newly created PO line to it. Once matching inventory is found, a PO line is created and associated to that inventory item, instead of creating a new resource for each order.

    To support this, a new checkbox "Locate Existing Resource" was added to the "New Order" import profile > PO Line Information tab. This checkbox is only visible for electronic type of inventory (import types Electronic/Mix).

    PO Line Infrastructure Upgrade

    February 2021 AcquisitionsURM-136168
    In upcoming releases, technical upgrades to the PO Line infrastructure will take place, which will not result in any functional changes.

    View Invoice when Editing a PO Line

    February 2021 Acquisitions idea exchange Idea Exchange  NERS NERS Enhancement (ID #7049) URM-130717

    Now, when editing PO lines, and accessing the Invoice Lines tab, the invoice numbers on invoice lines are clickable and linkable to the invoice. The invoice opens in a view mode. Note that only users with roles that allow viewing/editing invoices can view the invoice via this link. Click "Back" from the invoice page to be directed back to the location from which you clicked the invoice line.

    This was done in the following locations:

    • On invoice lines in the Purchase Order Line Details page > Invoice Line tab 
      invoice number clickable on the PO line.png
    • On the Invoice Line Details page > Summary pane was made clickable and linkable to the invoice as well. 
      invoice line number with link.png
    Watch the View Invoice when Editing a PO Line video (0:40 seconds).

    See Orders Associated with Requests When Receiving Multiple Orders  

    February 2021 AcquisitionsURM-117968

    In the Receive page, when receiving one or more PO lines from the main receiving screen, the existing pop-up message (which indicated that one of the orders has a user request associated with the order) was enhanced to present the users with a clear indication of the PO line that is associated with a user request:

    confirm message receiving items with requests on them.png

    This enhanced message can be disabled from the Manage Acquisitions Alerts configuration page. Another message, which was also added to the "Receiving Alerts" section, is the confirmation message that appears when receiving items from the Receiving > Manage Items page (item that has a request associated to it). 

    receiving alerts section in manage acquisitions alerts.png

    See Managing Acquisitions Alerts

    Assign Holding Records to Another Cataloger by Scope

    February 2021 Resource Management URM-141045

    Now when assigning a holding record to another cataloger using the Assign Record to Another Cataloger dialog, you can only assign it to users who have the privilege to work with holdings in the scope of the record (Physical Inventory Manage privilege). 

    For details on the scope of holdings records, see the following presentation: Holdings record management on the library level.

    See Navigating the MD Editor Page.

    Reload Record from the SBN Central Catalog

    February 2021 Resource Management URM-141128

    The following enhancements were done in the SBN Integration profile:

    • Ability to select the desired merge routine when contributing records to SBN - A checkbox "Use this Merge Routine in Contribution" was added to the Contribution Configuration section of the SBN Integration Profile. This determines how the SBN record will be merged with the existing one when contributing a record to SBN:
      • When this checkbox is selected, then the merge routine for copy cataloging is used during contribution as well.
      • When this checkbox is clear, then the merge routine defined in the repository import profile that is configured on the Integration profile is used in contribution.
    • Preferred Record when Reloading from SBN in MD Editor- A checkbox "Preferred Record when Reloading from SBN in MD Editor" was added to the Bibliographic Alignment Configuration section of the SBN Integration Profile. This allows you to select which is primary record during reloading from SBN ('SBN' is the default option).

    use this merge routine in contribution - SBN.png

    See Integrating the SBN Italian Union Catalogue

    Merge and Combine Process

    February 2021 Resource Management URM-106363

    The Merge Records and Combine Inventory tool was added under Resource Management > Advanced ToolsThe Merge Records and Combine Inventory tool allows you to handle duplicate titles by merging them and combining their inventory.

    Merge and Combine inventory tool.png

    The duplicate records to be merged are taken from the report file (.csv) of your Duplicate Title Analysis job (see Using Duplicate Title Analysis). 

    See Using Merge Records and Combine Inventory and Using Duplicate Title Analysis.

    Additional Fields for Inventory Import

    February 2021 Resource Management idea exchange Idea Exchange URM-41382

    Additional fields were added to the Import Profile page > Inventory Operations tab for physical inventory. You can map item-level information from these fields in the input file, or indicate a value to be placed in the imported records. 

    new fields of import details for physical inventory.png

    See Creating/Editing an Import Profile: Inventory Information

    Watch the Additional Fields for Inventory Import video (1:32 minutes).

    Support for Cataloger Level in Authorities (New MDE)

    February 2021 Resource Management URM-138263

    Now the Cataloger Level is displayed in the new Metadata Editor for authorities. For this to display, you need to have cataloging levels configured for your institution (see Configuring Cataloging Levels for Contribution to Externally Managed Authorities).

    When Cataloger Level is displayed in the Metadata Editor, and your cataloging level is lower than the authority record you are trying to edit, a message is displayed providing you insight as to why you cannot edit the record. 

    authority catalog level.png

    This functionality is available only in the new Metadata Editor layout.

    See Assigning Cataloging Levels Upon Save and New Metadata Editor Functionality.

    Support for Czech Alphabet

    February 2021 Resource Management URM-136366
    Alma now supports special Czech language characters for staff searches in the following areas: repository search, user search, purchase and fulfillment requests, and deposits. It also applies to browse bibliographic headings, using F3, and sorting results. If you are interested in this capability, contact Ex Libris Support to configure this for your institution.

    To apply the above changes for Bibliographic/Authority/Inventory data, the following indexing jobs must be run for Czech institutions:

    • Full Indexing Job
    • Full Inventory Indexing Job

    A more detailed explanation of this process can be found here.

    See Czech Characters and Configuring Institution Languages

    Accurate Partial Linking Indication

    February 2021 Resource ManagementURM-142942

    In some cases, the MDE showed a partial linking icon  instead of the full linking icon . During the February release, Ex Libris will run a data correction job that will fix the data, to align the data with the actual link in all these cases.

    New Alma Hot Key

    February 2021 Resource Management URM-133922

    The following hot key was added to Alma, to allow you to work faster. 

    • Alt+M - Press to toggle the Metadata Editor open/closed.

    See Global Alma Hot Keys.

    Shared MD Import Profiles in the Community Zone are Now Published to the Developer Network

    February 2021 Resource Management URM-48516

    To help users share Metadata Import profiles in the Community Zone, Ex Libris now publishes the list of shared Metadata import profiles in the Developer Network: https://developers.exlibrisgroup.com/alma/integrations/sharedmdimpprof/.

    This is the same list that can be viewed from Import Profiles page > Community tab. Publishing this list in the Developer Network enables both Alma users and others who cannot log in to Alma to see the sharing that is done within the system. The list updates automatically whenever new MD Import profiles are shared in the Community Zone. 

    See Sharing Import Profiles in the Community Zone.

    New Metadata Editor - Accessibility Improvements

    February 2021 Resource ManagementURM-140976

    The improvements were done in the new MDEditor with the purpose of making it compliant with the Americans with Disabilities Act (ADA). The improvements include addition of labels and tooltips where they were missing, and in the the ability of screen readers to convey the state of elements to the reader. This was done in the following areas of the MDEditor:

    • Tabs:
      tab button labels.png
    • Filter and sort:
      filter and sort accessibility fixes.png
    • Buttons on the Navigation panel header:
      nov pane header accessibility fixes.png
    • Item list (records/templates/rules)
    • Record validation

    Fulfillment Administrator Role Support for Library-Level Scoping

    February 2021 Fulfillment URM-101627

    The Fulfillment Administrator role can now be scoped to a specific library within an institution. This affects the Alma links that are accessible to the user with this role. To support this feature, you can now select a library from the Scope drop-down list when configuring the Fulfillment Administrator role for a user:

    user_role_details.png

    Scope Drop-Down List

    For a user whose role is scoped to a specific library:

    • In the Fulfillment menu:
      • The following links are not visible:
        • Distribute Fulfillment Network Configuration (only for network institutions)
        • Distribute Resource Sharing Network Configuration (only for network institutions)
        • Resend Printouts/Emails
        • Loans Overdue Notification Status Update
        • View Overdue and Lost Loan Jobs
      • The following links remain visible:
        • Create Fines and Fees Report ( The Received by Library drop-down list and the Fine Owner drop-down list are not limited to libraries in the role's scope)
        • Create Fulfillment Sets
        • Citation Alternate Suggestions
      • Pages that currently enable library level management remain visible.
    • In the Fulfillment configuration menu:
      • The Configuring drop-down list displays the library for which the configuration links are displayed.
      • If the user has another role besides the Fulfillment Administrator role that allows access to all of the Fulfillment links (for example, the General Admin role), all the menu options appear.

    For more information on User Roles, see Managing User Roles.

    Limit Loan Renewal Time Frame

    February 2021 Fulfillment URM-109366

    You can now limit the time period during which a user can renew a loan to a specific number of days before the loan is due. You do this with the new Time frame when loan renewal is allowed policy type.

    limit_renewal_time_frame.png

    Limit Loan Renewal Time Frame

    When selecting a Value Type of Other, the Days before due date field appears. Enter the number of days before the loan is due that you want users to be able to renew the loan.

    The limit applies as well to any automatic renewal configurations.

    For more information on Fulfillment policies, see Adding Fulfillment Policies.

    Limit Courtesy Notifications for Daily Renewal Attempt to Once Per Loan

    February 2021 Fulfillment URM-109366

    A new Handle loans option, Daily within range without repeating notification, was added to the Send Courtesy Notices and Handle Loan Renewals Fulfillment job:

    daily_within_range.png

    Daily Within Range Without Repeating Notification
    It allows the job to run multiple times if the loan cannot be automatically renewed, but only sends one courtesy notification to the patron.
    If the due date is changed after the courtesy notice is sent, this function is reset and an additional notification may be sent for the loan.

    For more information on configuring fulfillment jobs, see Configuring Fulfillment Jobs.

    Identifier Based Locate

    February 2021 Fulfillment-Resource Sharing URM-138275

    You can configure Alma’s locate by fields from both the borrower side (Configuration > Fulfillment > Resource Sharing > Locate Profiles) and the Lender side (Configuration > Fulfillment > Library Management > Library Details) to find a matching record by matching one of the selected identifier fields. The new Locate only if all fields match option was added to allow this.

    locate_only_if_all_fields_match_borrowing_side.png

    Locate Only if All Fields Match

    If set to Yes, the existing behavior of successful locate only when all selected fields match is maintained. If set to No, then:

    • If the request has identifiers (such as ISBN, OCLC number or LCCN), locate is successful if any of the selected identifier fields finds a match. Other fields such as Title and Author are not used for the match.
    • If no identifier fields exist on the request, locate is only successful if all of the other selected fields match.
    Customers already using the locate by fields functionality have the Yes option selected by default to maintain their current behavior.

    For more information concerning Resource Sharing Locate by Fields, for the borrowing library side, see Adding Locate Profiles and for the lending library side, see Configuring Parameters of a Resource Sharing Library.

    New Checkbox to Display Chapter Fields in Primo VE Request Form

    February 2021 Fulfillment-Resource Sharing URM-139694

    A new checkbox appears at the top of the Primo VE book request form that allows you to indicate that you only need a specific chapter or pages. Selecting this checkbox displays fields for requesting book chapters (Chapter and Pages). In this way you can display these fields only when they are relevant.

    primo_specific_chapter_or_pages.png

    Chapter Fields Checkbox

    To configure the checkbox to appear, select a checkbox next to the new Specific Chapter or Pages option from the Resource Sharing Form Customization page (Configuration > Discovery > GetIt Configuration > Resource Sharing Request). If the Specific Chapter or Pages option is not selected, there is no change in the behavior of the request form, and the chapter fields always appear if activated for the book request form.

    specific_chapter_or_pages.png

    Specific Chapter or Pages

    For more information, see Primo Book Chapter Request.

    Allow automation of branch requesting for RS serial requests

    February 2021 Fulfillment-Resource SharingURM-129616

    The process for automatically creating an internal ship physically/digitally request for a serial/multi volume resource was enhanced. Before, when the lending request was for a serial/multi volume resource, Alma supported either mediating the request or have a title level request created automatically. A new option was added which will automatically create requests with a manual description containing the relevant metadata from the lending request (if exists), providing the librarian picking the item from the shelf with information to help select the required volume/issue.

    This can be done by setting the values of the rs_auto_request_lending_with_serials and rs_auto_request_lending_with_volume_issue parameters to 'general'.

    SIP2 Certificate Updated to SHA-256

    February 2021 Administration and InfrastructureURM-137087

    In order to provide improved security and integrate with the latest versions of Stunnel, the certificate used to integrate between Alma and Stunnel was updated to the SHA-256 standard.   If you would like to upgrade to the latest Stunnel version, you can now download a new certificate from Alma which is compatible with this version.

    Stunnel is software used as a proxy between self-check machines and Alma (for details, see  Stunnel). It is configured to listen on a defined port (e.g. 5003) over TCP/IP and routes the request to Alma port 6443 over SSL using a pem file used as key&cert download from the Self-check integration profile. 

    See Self-check - Stunnel.

    Accessibility Improvements

    February 2021 Administration and InfrastructureURM-140976

    The following improvements were done with the purpose of making it compliant with the Americans with Disabilities Act (ADA):

    • In the Summary section (that appears above the page when viewing on small-sized window):
      • "More Info" button is now available by keyboard
      • More Info popup (after clicking) is now available by keyboard
      • The "Close" button of the More Info popup is now available by keyboard
      • The user card that opens from the More Info popup is now available by keyboard
      • "Collapse" button now indicates the real meaning and the expanded/collapsed state of the section.
        accessibility - summary section.png
    • In the Summary panel (that appears to the right of the page when viewing on normal-size window):
      • "More info" button is now available by keyboard, and describes the real meaning and the current state of section (expanded/collapsed).
      • "Collapse" button now indicates the real meaning and the expanded/collapsed of the section.
        accessibility - summary panel.png
    • Correct contrast was added to dropdown hover:
      contrast on dropdown hover.png

    Enhanced Code Table API

    February 2021 APIidea exchange Idea Exchange
    The Code Table API now privies support for updating code-tables, in addition to the existing ability to retrieve this configuration entity. In addition, the GET-Code-Table API now supports the parameter "scope" that can receive as a value a particular library within the institution. Thus supports the ability to retrieve tables that are specific to a library. See  Developer Network.URM-82356

    PO Line Infrastructure Upgrade

    January 2021 AcquisitionsURM-135408
    In the upcoming releases, there will be technical upgrades to the PO line infrastructure but will not result in any functional changes

    PO Line confirmation messages to include the owning library

    January 2021 Acquisitions URM-122327

    In Alma, the existing pop-up message for the "Create PO Line" workflow was enhanced to notify users to which library the existing PO line is associated and with which library the existing item is associated with (when creating a physical PO line).

    RN02.png

    Additionally, these 2 alerts was added to the 'Manage Acquisitions alert' configuration screen (Configuration Menu -> Acquisitions > Manage acquisitions alerts) so that institutions can set it not to appear:

    clipboard_e93936367415217cf0b33145623cf02ae.png

    Control Availability Status of Electronic Resources created via Real Time Ordering

    January 2021 Acquisitions URM-137953

    A new customer parameter (acq_activate_portfolio_from_API) was added to enable institutions to decide if electronic resource orders created via Real Time Ordering will create the Community Zone (CZ) linked portfolio as 'available' or as 'not-available'. 

    RN01.png

    In case the parameter is set to 'true', institutions are no longer required to go via the E-Activation task list in order to make the resource available as it is created as such when the order enters into Alma.

    The Out of the Box (OTB) value for this parameter is set to "False" and will create the e-resource via the Real Time order process as "Not Available" to modify the parameter go to Configuration menu -> Acquisitions -> Other settings -> acq_activate_portfolio_from_API (set this to 'true' for portfolios to be created as 'Available').

    Additional collections for activating OASIS 'Real Time' Ordered Portfolios from the Community Zone

    January 2021 Acquisitions URM-139825

    Five new collections were added to the 'Real time Order' workflow of activation of Community Zone resources for orders originating from OASIS.

    The collections are:

    Provider Name Collection Name Collection ID
    Brill Online Brill Online Books 613170000000000148
    De Gruyter  De Gruyter eBooks Complete 611000000000002268
    IGI Global Online  IGI Global InfoSci-Books 611000000000002255
    JSTOR JSTOR Books 613170000000000272
    Oxford Scholarly Editions Online Oxford Scholarly Editions Online 613840000000000106
    Project MUSE Project MUSE - EBA All Single Title Collection 615410000000000517

    See OASIS vendors list for full list of Community Zone collections which supports this functionality.

    Email Notification from CDI Publishing Profile

    January 2021 Resource ManagementURM-132951

    The Alma Publish Electronic Records to Central Discovery Index job now has an Email Notification button for users to opt in to automated emails updated when publishing runs.

    New Holdings Management Privilege

    January 2021 Resource Management
    The privilege PHYSICAL_INVENTORY_MANAGE was added to ensure that unauthorized users cannot change existing holdings. Users with CATALOGING privileges only are no longer able to create and edit holdings. Only users with the privilege PHYSICAL_INVENTORY_MANAGE can create and edit holdings by scope.   URM-137391

    To make sure that holdings management is only done by authorized users, the following changes were made to Alma roles:

    • New privilege PHYSICAL_INVENTORY_MANAGE is now part of the following roles:
      • PHYSICAL_INVENTORY_OPERATOR
      • PHYSICAL_INVENTORY_OPERATOR_LIMITED
      • PURCHASE_MANAGER
      • PURCHASE_OPERATOR
      • REPOSITORY_MANAGER
    • Users with PHYSICAL_INVENTORY_DELETE role can delete a holdings record. 
    • Users with CATALOGING privileges only will no longer be able to manage holdings. They will need to be given a role that has the PHYSICAL_INVENTORY_MANAGE/DELETE privilege.

    Users without CATALOGING privileges cannot open and work in the Metadata Editor in its classic layout. They can only work in the new MDE layout.

    See Metadata Editor and Navigating the MD Editor Page, Working with Holdings Records, Searching in Alma, Viewing Read-Only Records in the Simple Record View Page.

    New Metadata Editor

    Enhancements to the New Metadata Editor Layout

    January 2021 Resource ManagementURM-138297

    The following changes were made:

    • The three functional areas of the MDEditor - Records, Templates and Rules - are now located on the Navigation pane as tabs, and not as a dropdown, for better visibility and quicker access. 
    • Under each functional area, the tabs of the new MDEditor are now located in the Navigation pane. This frees valuable real estate on the MDEditor that can be used for cataloging work. The new compact design allows quick access for users who work with few record types, while still providing full access for users who work with many record types. 
      Each tab represents a different type of records (Sets, DC, MARC21, UMIMARC and the other formats, Holdings, Authorities formats). To open records of a certain record family, click the tab. The tab changes its color to blue (see Holdings in the screenshot below) to indicate that its records are currently displayed in the Navigation pane. To view other record types, select the  arrow, and select the desired type of records from the list.   

    New layout of the MDE header.png

    See Draft RecordsMetadata EditorRecords.

    Template Management in Metadata Editor

    January 2021 Resource ManagementURM-98935

    Ex Libris continues the rollout of the new Metadata Editor. In the current release, the Template Management core functionality was introduced (the functionality available in the original Metadata Editor plus new features). Rule management will be rolled out in the upcoming releases (see Rollout Plan), giving users enough time to adjust to the changes.

    Alma users can switch back and forth between the Records and Templates areas in new and the original Metadata Editors.

    To switch:
    • to the new Metadata Editor, select new MDE button.jpg on the left-hand side of the top toolbar of the Editor.
    • back to the original Metadata Editor, select  Old Editor on the left-hand side of the top toolbar of the Editor.

    Ex Libris recommends that all relevant users start familiarizing themselves with the new Metadata Editor prior to its Go-Live, which is planned to take place with the deployment of January 2021 release.

    See New Metadata Editor Functionality.

    Watch the Manage Record Templates video (2:26 minutes).

    Side-by-side Editing of Primary and Searched/Browsed Records

    January 2021 Resource ManagementURM-135440

    Now you can view the searched/browsed record alongside you primary bibliographic record. This allows you to compare your bibliographic record with the searched record, while also providing easy navigation back to the search form to refine your search, if needed.

    When you have a bibliographic record open in the MDEditor, and you trigger Search External Resources, the search form opens in the right pane. Search Results cover the search panel with the option Back to Results that allows you to go back to refine your search. When selecting View on one of the results, the viewed record now covers the left pane, with an option to go back to results. The bibliographic record that you had open in the right pane appears again, allowing you to compare both.

    search results alongside edited record.png

    See Working with Search Resources in the MD Editor.

    Improved Inventory Import

    January 2021 Resource ManagementURM-134878

    As part of the import profile, you can define how to map the imported records to existing records in Alma (if there are such). This is done on the Inventory Information tab of the Import Profile page (Resources > Import > Manage Import Profiles or Acquisitions > Import > Manage Import Profiles).

    The following changes were made to the Inventory Information tab: 

    • For physical inventory, you can now map the inventory information in the input file either from a single field or from different fields.
    • The tab was redesigned to display information clearer.

    See Managing Import Profiles.

    Search Index Operators for Local Call Numbers

    January 2021 Resource ManagementURM-132398

    Search operators were added to the local call numbers index. 

    range operators for local call numbers.png

    Community Zone Updates - Remove Bibliographic Records With No Inventory

    January 2021 Resource ManagementURM-140080

    Up till now, when a Community Zone portfolio was updated to relink to a different bibliographic record, the Community Zone Update process updated the Institution Zone portfolio to point to the new bibliographic record, but the old bibliographic record remained in the Institution Zone even if it no longer had inventory.Starting from this release, if the bibliographic record does not have any inventory, the Community Zone Update process removes it.

    Community Zone Task now includes a dedicated report type for this type of Community Zone updates, "Portfolio bibliographic record updated". This report type shows the MMS ID of the deleted bibliographic record and MMS ID of the new bibliographic record to which the portfolio was relinked.

    New Alma Hot Key

    January 2021 Resource ManagementURM-140981

    The following hot key was added to Alma:

    • Ctrl+Alt+C - Press to toggle the Configuration menu open/closed. When pressing to close the Configuration menu, you are taken to the Alma homepage.

    See Global Alma Hot Keys.

    Collection of Type ‘Search Rights in CDI: Subscription’ Require Activation 

    January 2021 Resource Management

    Collections that are defined as ‘Search Rights in CDI: Subscription’ can only be activated for search in CDI if your institution subscribes to the collection

    As of this release CDI Fully Flexible customers can indicate that they have subscription for these type of collections by activating the collections in Alma or by setting them up as 'Full text in CDI Only; it will no longer be possible to  'Activate for Search in CDI' 
    example:

    clipboard_e757140cf1255941d497745949d5ca2ad.png

    January 2021 Digital Resource Management URM-138801

    Several enhancements were implemented for configuring Digital Copyright statements:

    • Digital copyright statements were separated from the general copyright declarations and now has its own page: Copyright Statements - Digital.
    • The out-of-the-box set of boilerplate copyright statements now includes all Creative Commons licenses, Rightsstatements, and US Code. These statements are view-only and are available in the Boilerplate section of the page.
    • A new Custom section is available on the Copyright Statements - Digital page where you can add an unlimited number of custom made copyright statements.

    copyright_statements_digital.png

    Copyright Statements - Digital

    For more information, see Configuring Copyright Statements – Digital.

    New circulation desk configuration to control the appearance of the 'Override return Date and Time' field in the 'Return Items' page

    January 2021 Fulfillment

    Institutions now have the ability to configure that the circulation desk does not display the Override return date and time field in the 'Return Items' page.Previously, this field was displayed at all times and scenarios for user roles where this was enabled, because the field was not associated to any circulation desk configuration. Institutions now have control and can limit the appearance of the field.

    To set this configuration, go to the relevant location in the 'Configuring' dropdown menu on the top of the configuration menu then go to Fulfillment->Circulation Desks-> Add/Edit the relevant desk and see the 'Supports overriding return date' field (enabled by default):

    clipboard_ed63b091f4248037c6fed3d7a3a45990d.png

    Automated Resource Sharing Request Digitization Process

    January 2021 Fulfillment-Resource SharingURM-135772

    Alma now allows the resource sharing request digitization process to be automatic even when there are multiple branch library level digitization departments. Previously, the process of creating a request could work if there was only one digitization department at the institution. If there were branch library digitization departments then the digitization requests needed to be created manually by the resource sharing staff and manually assigned to the relevant branch library.

    To enable this functionality go to the Configuration menu->Fulfillment->General->Other settings, customize the 'rs_default_digitization_department' parameter and set its value to 'prefer_local':

    clipboard_e3eb387774ed3ce8a77967248b66dcce0.png

    The new configuration is currently not supported for AFN requests. If your consortium is working with AFN, a specific digitization department needs to be used.

    Alma to Alma - Send digitized content directly to patron

    January 2021 Fulfillment-Resource SharingURM-139507

    In Alma ISO resource sharing, digitized content provided as a link by the lender can now be sent to patrons without the email address of the patron being shared with the lender. The shipped digitally message from the lender triggers the borrower side to send an email to the patron with a link that requires authentication on the borrower side, which then directs the patron to the document the lender uploaded. Before, this process required sharing the patron email with the lender by setting the partner to support ADD address, which raised a privacy concern for libraries. The email with the link to the digitized content is now sent regardless of the ADD address configuration. The customer parameter borrower_document_delivery_send_automatically (on the borrower side) determines whether the document delivery email is sent automatically to the patron when resource is shipped by the lender, or will be sent manually by the librarian on the borrower side using new 'View File' and 'Send File to Patron' row actions in the borrowing request task list.

    Send digitized content to patron - Upload file

    January 2021 Fulfillment-Resource Sharingidea exchange Idea ExchangeURM-109783

    Library staff is now able to upload a file to a borrowing resource sharing request in Alma and have Alma send the document delivery email with a controlled link to the file. When a non-Alma library sends a digital file to an Alma library the file has to be sent as an attachment to an email. Before, forwarding this email to the patron had to be done using tools outside of Alma. Librarians can now use Alma to send patrons uniformed emails and not different emails depending on how the file was obtained,  using new 'Upload File' and 'Send File to Patron' row actions in the borrowing request task list 

    Retry Rapid request

    January 2021 Fulfillment-Resource SharingURM-131551

    In Alma, when a borrowing request is sent to Rapid using the API, the operator is now notified by Alma that Rapid found a local match for the request. The operator is then given an option to override this and send the request to Rapid anyway. If the request is sent to Rapid and rejected because of a local match then the request is assigned the new 'Local Holding' status. This allows to easily identify automatic send attempts to Rapid that were rejected because of local holdings. The new "Override local holding" action allows to override the Rapid rejection.

    Allow automation of branch requesting for RS serial requests

    January 2021 Fulfillment-Resource SharingURM-129616

    This feature has been deactivated and will appear in the February release.

    The process for automatically creating an internal ship physically/digitally request for a serial/multi volume resource was enhanced. Before, when the lending request was for a serial/multi volume resource, Alma supported either mediating the request or have a title level request created automatically. A new option was added which will automatically create requests with a manual description containing the relevant metadata from the lending request (if exists), providing the librarian picking the item from the shelf with information to help select the required volume/issue.

    This can be done by setting the values of the rs_auto_request_lending_with_serials and rs_auto_request_lending_with_volume_issue parameters to 'general'.

    New Alma Layout - Hurry to Opt In for a Better Working Experience

    January 2021 Resource ManagementURM-140830

    The rollout of the new Alma layout continues, and the new layout is already the default for thousands of Alma users. 

    Ex Libris recommends that all users opt-in to gain experience with the new layout. Starting from March 2021, it will no longer be possible to use the old layout. 

    The new layout increases your working area, improves navigation, gives you more options to customize your menus, and facilitates improved user workflows. For a full list of changes and opt-in instructions, see Layout Improvements.

    Consortia CDI Inheritance

    January 2021 Collaborative NetworksURM-130742

    The CDI inheritance indication has been added to the Network tab making it visible and easy to understand whether the institution inherits the collection CDI setup from the Network Zone (NZ) or not. CDI inherited collections will be presented in the combined search results and the Network Zone tab with the specific CDI related setup present in a new dedicated CDI drawer.

    RN03.png

    clipboard_eabc5b575135b69d8efc5986adbf51813.png

    The example above shows that the collection 'Scholars Portal Books: Springer-Religion and Philosophy 2017' was activated in Alma for 'Alma Academy' but the Network decided not to mark its content as Full Text Available in CDI.

    The CDI drawer will indicate the following information (when relevant):

    • Available for: Contains the Alma full text activation.
    • Do not show as full text in CDI even if active in Alma: Lists all member institutions / campuses for which ' Do not show as full text in CDI even if active in Alma' is selected.
    • CDI only full text activation: Lists all member institutions / campuses with FT in CDI only activation. 
    • CDI search activation: Lists all member institutions / campuses with CDI search activation.

    The CDI drawer will also be displayed for institutions with distributed management of electronic resources. In this case, it will present the CDI setup for the relevant "Available For Groups".

    Re-assign MMS Records in Network Shared Catalog

    January 2021 Collaborative Networks URM-139514

    The Assign Record to Another Cataloger action in the Metadata Editor now provides the ability to assign Bibliographic and Authority Network Zone records to a cataloger from another institution within the network. 

    This functionality is available only in the new Metadata Editor. 

    The new functionality is available only when the new customer parameter enable_nz_record_assignment in NZ environment is set to True (Configuration Menu > Resources > General > Other Settings). This parameter is available only for the Network Zone, since the network sets this policy for all its member. Stand-alone institutions and NZ members do not have access to this parameter.

    See Assigning a Network Zone Cataloging Record to a Cataloger of Another InstitutionContributing to the Community Zone – Bibliographic Records and Configuring Other Settings (Resource Management).

    New Alma Analytics Dashboard for Analytics Objects

    January 2021 Analytics URM-134426

    A new Alma Analytics dashboard is now available for the Analytics Objects subject area. It contains the following reports that display information concerning the Analytics Objects of your institution:

    • Customized objects with at least one user
    • Customized objects with no users
    • Number of objects created per user
    • Objects breakdown by type
    • Objects created in the last year (last 365 days)
    • Top 5 most popular scheduled reports and widgets

    For more information, see Out-of-the-Box Reports.

    Configuration Change Tracking in Code and Mapping Tables

    January 2021 Administration and InfrastructureURM-132217

    Now you can see the history of changes made by your staff to code and mapping tables (but not the full details of the change). This helps you know what configuration changes were made, and by whom, for audit purposes.

    The decision of whether to store these events and the period during which they are kept is controlled by the institution. The customer parameter code_and_mapping_table_log_retention_period (Configuration Menu > General > General Configuration > Other Settings) controls the duration of days for which this data is stored. The default is 0 (data is not stored), and you can change it to any number of days. 

    When the parameter value is higher than 0, Alma now supports storing events when changes are made to the Code or mapping tables. Events include the user that made the change, the table where the change was made, and the action (new row, row update, row deletion). You can then run a report of these events via Alma Analytics. 

    See Configuring Other Settings.

    Support for Authentication Forcing in OpenID Authentication

    January 2021 Administration and InfrastructureURM-131362

    Now the OIDC (OpenID Connect) authentication of Alma supports authentication forcing when Alma authenticates users via OIDC. If you want to force authentication when Alma authenticates users via OIDC, select the "Force Authentication" checkbox in the Actions tab of the OpeinID Connect integration profile.

    force authenticaiton on OIDC integration profile.png

    See OpenID Connect.

    Additional Recent Entities Added

    January 2021 Administration and InfrastructureURM-123260,123259,123259

    Actions performed on the following pages are now listed on the Recent Entities pane:

    • Mapping tables
    • Code tables
    • Integration Profiles

    New entities on the Recent Entities pane.png

    This provides quick access to the entities you updated recently, without having to go through the entire list of tables or integration profiles. For more information, see Recent Entities List.

    January 2021 APIURM-72715

    In Alma, it is now possible to manage itemized sets of vendors via the API.

    For further details, click here

    The Items API was enhanced to include a new option for Sorting by Expected Receive Date

    January 2021 APIURM-132320

    The Get-Items API now supports sorting by the expected received date. When working with continuous orders and prediction patterns, this enables fetching the items that should be received next and helps to identify items that should be claimed.

    Allow Multiple RolloversURM-154445

    December 2021 Fulfillment - Course ReservesNERS NERS Enhancement (ID #7334)

    Alma now enables the institution to run the rollover job multiple times without fear of unintentionally duplicating reading lists that have already been rolled over. The Course Loader integration profile (Configuration Menu > General > External Systems > Integration Profiles) now includes an On rollover copy only lists created before field. By default, the calendar field is empty. Institutions that run the rollover job more than once per term can enter the date of the previous rollover to ensure that reading lists that were previously rolled over will not be rolled over again. 

    Allow_Multiple_Rollovers.png

    Course Loader - Allow Multiple Rollovers

    The job checks if the reading list associated with the COURSE_CODE was created before the date defined in the field. If the reading list was created prior to the defined date, the reading list associated with the OLD_COURSE_CODE is rolled over to the course defined in COURSE_CODE. Otherwise, the reading list is not rolled over.

    For more information, see Configuring Course Loading.

    November 2021 Fulfillment - Course Reserves SF: 00939891
    Previously, the journal/article Issue field (Fulfillment > Course Reserves > Citations > Edit) only supported numbers. Leganto now also supports alpha characters for the journal/article Issue field.
    The field is not case sensitive, but the characters need to match exactly for the copyright engine to identify a match against previous records. For example:
    • March-April is the same as March-april
    • March April is not the same as March-April
    • March is not the same as Mar 
    Article_Issue.png
    Journal/Article Issue

    For more information, see Copyright Management.

    Streamlined Digitization Workflow for Course Materials

    October 2021 Fulfillment - Course Reserves
    For Libraries using Alma's digitization workflow for course materials, it is now possible to complete the digitization request from the citation. Alma now includes a Deliver Digital Document task to easily finalize the digitization workflow for the item. 

    Digitization_Workflow.png

    Deliver Digital Documents Action

    If the copyright status of a citation is approved, or the copyright workflow is configured to happen in parallel to the digitization workflow, upon selecting Deliver Digital Documents, you are prompted to upload the digital file. After uploading and selecting Done, the attachment is added to the citation and the request is marked as complete.

    Digitization_Workflow2.png

    Upload Document
    For more information, see Delivering Digitized Items.

    Attach Citations Manually to a Specific Bibliographic Record

    August 2021 Fulfillment - Course Reserves URM-149886

    You can now manually attach a citation to a specific bibliographic record. Use the Manual Locate action to manually select or change which record the citation is attached to.

    manual_locate.png

    Manual Locate

    The Manual Locate action is always available, regardless of if a citation is located.

    Search for the bibliographic record you want to attach the citation to, then select the relevant bibliographic record from the search results.

    If the citation selected is already associated with an MMS ID, the following confirmation message appears:

    ConfirmationMessage.png

    Manual Locate — Confirmation Message

    If you select Confirm, the citation is detached from its current MMS ID and attached to the new MMS ID.

    Alert for Duplicate Purchase Orders

    August 2021 Fulfillment - Course Reserves URM-149887

    You now see an alert before submitting a duplicate purchase request from a citation. When selecting Citation > Purchase Request, if an unapproved purchase request already exists with the same MMS ID, the following message appears:

    DuplicateConfirmation.png

    Duplicate Purchase Request — Confirmation Message

    Upon selecting Confirm, the purchase request form opens.

    Upon selecting Cancel, you are returned to the previous screen.

    Run Course Loader in Report Mode

    July 2021 Fulfillment - Course Reserves URM-107170
    You can now run the Course Loader (Configuration > General > External Systems > Integration Profiles) in Report Mode by selecting Run in Report Mode from the Actions tab. The report mode creates a report as if the Course Loader had run, detailing the records that would have been processed and a list of anticipated issues, warnings, or errors. This report enables the library to clean up the file as needed before running the job, to ensure the Course Loader runs successfully.
    Report_Mode.png
    Leganto Course Loader Actions

    Update Citation Type in Bulk

    July 2021 Fulfillment - Course Reserves URM-139271

    Alma now includes the option to update the citation type using the Reading List Citation Update task (Admin > Run a Job). Note the following exceptions
    • book chapter, article, and electronic article cannot be updated in bulk as they require an additional title 
    • citations associated with a copyright request or license type-CLA cannot be updated in bulk

    Updating the type using the Reading List Citation Update task will not trigger a resource locate or change in the citation status.

    For more information, see Running Manual Jobs on Defined Sets.

    Citation_Type.png
    Citation type
    June 2021 Fulfillment - Course Reserves URM-146581 URM-146582 URM-147839
    For Norwegian customers, Leganto now supports the ability to request Extended Right Clearance from Bolk. When an Extended Right Clearance is required, the Copyright Status updates to Declined and the Bolk Status updates to Rejected.
    ExtendRightClearance.png
    Extend Right Clearance status
    Use the Extend Right Clearance action to submit your request to Bolk. The Copyright Status updates to Waiting for Approval and the Bolk Status updates to Ordered.
    BolkStatus2.png
    Bolk status
    Use the Update Bolk Status action from the citation menu to track your Bolk status. Currently, tracking your status is a manual process, but this will be replaced in the next release with an automatic daily job to update the status.
    UpdateBolkStatus.png
    Update Bolk Status

    When the Bolk status changes to Approved, the user sees a price per page and required fee in order to make the material available to students. The Copyright Status at this stage maintains the status of Waiting for Approval.

    Two new actions display in the citation menu:

    • Accept Bolk Right Clearance — you agree to the terms of use. The material will be available for students. The Copyright Status updates to Approved.
    • Reject Bolk Right Clearance — you do not agree to terms of use. The Copyright Status updates to Declined and the material will not be available for students. You can then update the Bolk request.

    AcceptRejectRightsClearance.png

    Bolk Right Clearance
    In order to better follow Bolk Right Clearance requests, two new alerts were added to the citation:
    • Bolk Right Clearance Approved
    • Bolk Right Clearance Rejected

    These alerts were also added to the user task list:

    UserTask.png
    User tasks
    You now have the option to update excerpt requests, respond to limitations on additional requests, and lock curriculums. See Integrating with Bolk for more information.
    After a request is submitted, you now have the option to update a Bolk request as long as the course is not locked.
    UpdateBolkStatus.png
    Update Bolk Request
    When selecting Update Bolk Request, a dialog box displays to enter the required page range.
    AdditionalBolkRequest.png
    Bolk request
    Selecting this action opens a window to enter your required page range. The default page ranges are pre-populated according to the page ranges required by the instructor.

    When a second request is submitted containing the same ISBN as a previous request, the initial request is resubmitted to Bolk as well. Upon submitting a second request, a dialog box displays informing you that an approved request already exists:

    Confirmation.png

    Confirmation Message

    Upon selecting Confirm, you are prompted to enter the pages you are requesting and reconfirm that all requests related to this ISBN are resubmitted.

    Upon selecting Lock Bolk request from a course, Leganto checks whether there are any outstanding requests still awaiting processing. If there are any outstanding requests, the following message is displayed:

    LockedCourse.png

    Locked message
    March 2021 Fulfillment - Course Reserves SF: 00895060 00895525 URM-141486
    You can now add or remove courses from reading lists with citations that have an approved copyright. The recalculation will be done overnight.
    The process of adding or removing courses from reading lists can be done individually or in bulk from the Reading Lists Task List. (See Adding and Removing Courses from a Reading List). When doing so, if a copyright on the list is already approved, it will be recalculated.
    • You cannot remove an association in bulk if a copyright on the list is approved.
    • To remove a course from the list, there must be another course already attached to the list.
    An overnight job will run to recalculate the copyright on any lists in which the course association was changed during that day. The job report can be seen via the scheduled job.
    If a copyright's start date is in the past when the recalculation is done, the Date Available To of the existing copyright will be changed to the date of the course association, and a new copyright request created. If the end date on the request has already been reached, no additional action is taken. If the start date has not yet arrived, the date of the course is added to the copyright. If there are two or more courses, the earliest start date and the latest end date of all the courses will be used.
    If the recalculation causes the copyright status to change to Not Approved, the citation status will change to Ready for Processing. If the copyright is approved, the citation status is taken from the citation_copyright_approved parameter.
    If the copyright status was previously approved and it changes to Not Approved, an Approved copyright changed alert is added to the citation.
    Copyright alert.png
    Copyright Alert

    This does not apply to lists with a License Type of Bolk, CLA, or CCC.

    Option to Attach Files to Citations Automatically as Part of the Digitization Workflow

    March 2021 Fulfillment - Course Reserves URM-130011
    Alma will now attempt to automatically add the file to the citation at the completion of the digitization workflow, in addition to the existing notification email that is sent to the library staff that manages the list.
    The handling of the file(s) is as follows:

    If the citation has no file and only one file was digitized:

    • The digitized file is added to the citation associated with the request.
    • The existing email is sent with a notification that the digitized file was added to the citation.

    If citation has no file and multiple files were digitized:

    • The digitized files are not attached to the citation.
    • The existing email is sent with a notification that the digitized files were not added to the citation because the digitization request contains multiple files.

    If citation has already a file:

    • The digitized file is not attached to the citation.
    • The existing email is sent with a notification that the digitized file was not added to the citation because the citation has an existing file.

    If file could not be uploaded (in instances such as a communications error):

    • An email is sent with a notification that the file was not added to the citation due to a general error.

    The citations can be tracked using the following facets:

    • Citation Digitization Request Completed
    • Citation has a new file
    Notification Item Letter.png
    Notification Item Letter
    The Ful Digitization Notification Item Letter contains the following new fields:

    File_not_uploaded_file_exists

    The digitized file was not uploaded because another file is already attached to the citation.

    File_uploaded

    The digitized file was uploaded to the citation.

    File_not_uploaded_multiple_files

    Because the digitization request contains multiple files, they could not be automatically uploaded to the citation.

    File_not_uploaded_general_error

    Due to a general error, the file could not be uploaded to the citation.

    For more information about the letter, see Configuring Alma Letters.

    Recalculate Copyrights of Multiple Citations (Job)

    February 2021 Fulfillment - Course Reserves SF: 00889528 URM-139484
    You can now recalculate the copyright rules in bulk for a set of citations. To do so, select the Bulk Citation Copyright Recalculate job from Fulfillment > Advanced Tools. The job will not recalculate the following types of citations:
    • Citations that are not associated with a copyright request.
    • Citations that have a copyright request in the past (the copyright has ended).
    • Citations that have a License Type of Bolk, CLA or CCC.
    URM-139484.png
    Bulk Citation Copyright Recalculate Job

    Automatically Calculate Total Chapter Count

    January 2021 Fulfillment - Course Reserves URM-139606
    In the Copyright Attributes tab of a Reading List Citation, the Total Chapters Count is now automatically calculated from the Required Chapters field. The calculation is performed only if Required Chapters contains numbers, Roman numerals, '-' or ','. You can override the automatically calculated value by typing over the number.

    DCS Create Courses

    January 2021 Fulfillment - Course Reserves SF: 00842179 URM-112062
    The UK CLA Digital Content Store (DCS) now includes support for adding courses. If a copyright request is created in Alma/Leganto and the course does not exist in DCS, then the course is automatically created in DCS using the Submit Course API.

    Additional Enhancements

    • December 2021 Digital Resource Management URM-157329
      The following labels for the Internet Archive Book Reader and Universal Viewer are now customizable (similar to the Alma Viewer) from Configuration > Fulfillment > Digital Fulfillment > Alma Viewer Labels.
      • Renew
      • Your session will expire in {0} seconds
      • Your session has expired
      • Time Remaining
      • Return Early
      • Remaining session time: {0}
      • Confirmation Message
      • Cancel
      • OK
      • Zoom in (for IABR)
      • Zoom out (for IABR)
    • December 2021 Digital Resource Management URM-159975
      The Internet Archive Book Reader was updated to the latest version, which provides an enhanced user experience through an improved full text search function, better accessibility, and more.
    • December 2021 Analytics  NERS NERS Enhancement (ID #7421) URM-152493

      The PO Line Notes field was added to the PO Line dimension in the following locations. It contains the notes on the PO line. Multiple notes are separated by a semicolon.

      • E-Inventory
      • Funds Expenditure
      • Physical Items
      • Purchase Requests
    • December 2021 Analytics URM-155953

      The Expenditures Per Reporting Code - 4th and Expenditures Per Reporting Code - 5th reports were added to the Reporting Code tab of the Acquisitions dashboard as pie charts and to the table:

      expenditures_per_reporting_code.png

      Expenditures Per Reporting Code - 4th and Expenditures Per Reporting Code - 5th
    • December 2021 Fulfillment - Resource Sharing idea exchange Idea ExchangeURM152745

      When configured (Configuration > General > Letters > Letters Configuration > Resource Sharing Request Confirmation Letter), Alma now sends a confirmation email when a request is placed. This letter is disabled by default.

      Confirmation_Letter.png

      Confirmation Letter

      For more information, see Letter List (Alma) or Rapido Letters (Rapido).

    • November 2021 Digital Resource Management URM-157810
      The functionality of all digital viewers was aligned so that when no share options are configured (Configuration > Fulfillment > Digital Fulfillment > Viewer Share Buttons), the Share icon does not appear in any of the viewers.
    • November 2021 Analytics URM-155064
      The date filter fields in the various subject areas can now be filtered by Current Academic Year.

      current_academic_year.png

      Current Academic Year

      The current academic year of your institution is determined by your country, according to the following table:

      Current Academic Year
      Country Code Start Month End Month
      Argentina 54 March February
      Australia 61 January December
      Austria 43 October September
      Belgium 32 August July
      Botswana 267 August July
      Brazil 55 January December
      Canada 01 August July
      Chile 56 January December
      China 86 September July
      Colombia 57 January December
      Czech Republic 420 September August
      Denmark 45 August July
      Ecuador 593 September August
      Finland 358 August July
      France 33 September August
      Germany 49 October September
      Hong Kong 852 August July
      Ireland 353 September July
      Israel 972 October September
      Italy 39 September August
      Japan 81 April March
      Luxembourg 352 September August
      Macau 853 August July
      Malta 356 September August
      Mexico 52 January December
      Netherlands 31 August July
      New Zealand 64 January December
      Norway 47 July June
      Peru 51 January December
      Philippines 63 September August
      Poland 48 October September
      Portugal 351 September August
      Qatar 974 September August
      Singapore 65 August July
      South Africa 27 January December
      South Korea 82 March February
      Spain 34 September August
      Sweden 46 August July
      Switzerland 41 September August
      Taiwan 886 September August
      United Arab Emirates 971 September August
      UK 44 September August
      USA 01 August July
      Vietnam 84 January December
    • November 2021 Analytics URM-158982
      The Object Type field was added to Analytics Usage Tracking > Query Details. It indicates if the object type is dashboard or widget.
    • November 2021 Analytics URM-155930
      The Rep Availability field was added to Digital Inventory > Representation Details. It indicates if the representation is active or inactive.
    • November 2021 Analytics URM-152090
      The number of retrieved titles now appears at the top of each tab of the Title Level Overlap Analysis dashboard:

      number_of_titles.png

      Number of Retrieved Titles
    • November 2021 Analytics URM-148352
      Additional security enhancements were implemented to block reports to which you are not allowed access.
    • November 2021 Analytics URM-157274 URM-156650
      In continuation from the October release, additional irregularities across several subject areas, including typographical errors, inconsistencies between common fields, and missing fields were corrected.
    • October 2021 Resource Management
      The following improvements have been made in CDI:
      • The CDI holdings file export has been enhanced to include active collections with the 'We subscribe to only some titles in this collection’ option set to ‘No’ in the <INST_code>_INST_db_ids.xml file. See more information about the 'We subscribe to only some titles in this collection’ setting.
      • The CDI option, "Do not show..." check box that is displayed in the CDI tab of the Electronic Collection editor is now disabled (read-only) for collections that are not active in Alma. When the option is disabled, the following message is displayed upon hovering over the checkbox; "This option cannot be used because the collection is not currently active in Alma."
        CDI_Option_Disabled.png
        CDI Options Disabled
      • The Network Zone in Alma now generates a tar.gz with holdings for the Publishing Electronic Records to CDI Job.
      • Added "hybrid" value for CDI related descriptive fields for Alma electronic records. For more information, see Hybrid Collections in CDI.
    • October 2021 Digital Resource Management URM-156335
      An information icon was added to the File Details section on the Representation Details page (Resources > Create Inventory > Add Digital Representation):

      specify_directory.png

      Information Icon

      It instructs the user to Specify the directory containing the files to upload.

    • October 2021 Analytics URM-152112
      The Num of Recalled Requests field was added to Lending Requests > Lending Requests Details. It indicates the number of recalled lending requests.
    • October 2021 Analytics URM-153438
      The Invoice-Due Date field was added to Funds Expenditure > Invoice Line. It indicates the due date of the invoice.
    • October 2021 Analytics URM-152524
      The following fields were added to Users > User Details:
      • Can't edit restricted users – indicates if the user can edit restricted user groups
      • Disable All Login Restrictions – indicates if the user has IP login restrictions disabled
    • October 2021 Analytics URM-156971 URM-155028
      Irregularities across several subject areas, including typographical errors, inconsistencies between common fields, and missing fields were corrected.
    • October 2021 Analytics URM-157027
      The Borrowing Institution and Borrowing Library fields (Lending Requests > Lending Request Details) were renamed to Borrowing Library (Rapid ILL) and Borrowing Institution (Rapid ILL) to indicate that these fields are related exclusively to Rapid ILL.
    • October 2021 Analytics URM-URM-155895
      The following out-of-the-box Acquisitions reports were renamed:
      • P and E Expenditure Trends was renamed to P and E Expenditure Trends - last 8 quarters
      • Expenditure Trends for Physical and Electronic Resources was renamed to P and E Expenditure Trends
    • October 2021 Analytics URM-154625
      Linked reports that open in a new window are a security risk and are no longer supported. If you have any such reports, you must change them to be either Embedded in Section or Link – Within the Dashboard:
      1. From the Compound View of the relevant report, select the Properties icon:

        properties_icon.png

        Properties Icon
      2. From the Display Results drop-down menu, select either Embedded in Section or Link – Within the Dashboard:

        display_results.png

        Display Results
    • August 2021 Resource Management SF: 00877677 URM-139422
      All instances in the Alma UI that refer to "Full text active in CDI only" have been changed to "CDI-only full text activation".
    • August 2021 Analytics URM-151780
      The date filter fields in Alma Analytics (such as the Fulfillment Due Date Filter) can now be filtered according to the Older than 7 Days filter. Select this option from the New Filter pop-up to apply this filter:

      older_than_7_days.png

      Older than 7 Days
    • August 2021 Analytics URM-88987
      The Uniform Resource Identifier Exists field was added to the Bibliographic Details folder for all subject areas for which it exists. It indicates if 856 subfield u contains data.
    • August 2021 Analytics URM-148218
      The Chapter Number field was added to Borrowing Requests > Borrowing Request Details.
    • August 2021 Analytics URM-139696
      When calculating the cost-per use (E-Inventory > Cost Usage), matching is now done using the ISBN Valid and ISSN Valid fields.
    • August 2021 Analytics URM-152968
      The following reports were added to the Consortia folder:
      • Number of fully processed COUNTER files per institution in current calendar year
      • Number of fully processed COUNTER files per institution in previous calendar year
    • August 2021 Analytics URM-153110
      Alma now supports the display and export to CSV format of 10 million rows.
    • August 2021 Analytics URM-152823 URM-154624
      Several security enhancements were implemented when viewing reports in Alma Analytics:
      • Previously, it was possible to alter the URL of an accessible report to view a report that should be blocked. This is no longer possible.
      • Linked reports that open in a new window are a security risk and are no longer supported. If you have any such reports, you must change them to be either Embedded in Section or Link – Within the Dashboard:
        1. From the Compound View of the relevant report, select the Properties icon:

          properties_icon.png

          Properties Icon
        2. From the Display Results drop-down menu, select either Embedded in Section or Link – Within the Dashboard:

          display_results.png

          Display Results
    • August 2021 Fulfillment - Course Reserves SF: 00808972 URM-130012idea exchange Idea Exchange
      When copying a citation with a public note, the note is copied in the following scenarios:
      • Duplicating a list
      • Copying a citation
    • July 2021 AcquisitionsURM-147560
      When searching for a PO using a Pickup (List of POs presented in a lightbox), the pickup field presents all POs except those in Closed status. The pickup POs are:
      • Change vendor in order
      • Create invoice from PO
    • July 2021 Digital Resource Management URM-147560
      The display of the Alma Viewer in landscape mode for mobile devices was improved.
    • July 2021 Analytics URM-88987
      The following fields were added to the E-Inventory subject area:
      • No. of Portfolio (In Repository Contributed to CZ) – the number of portfolios in the repository contributed to the Community Zone
      • Portfolio Contributed to CZ – indicates if portfolios were contributed to the Community Zone
      • No. of Electronic Collections (In Repository Contributed to CZ) – the number of electronic collections in the repository contributed to the Community Zone
      • Electronic Collection Contributed To CZ – indicates if electronic collections were contributed to the Community Zone
    • July 2021 Analytics URM-143885
      The Num of Locate Failed Requests field was added to Lending Requests > Lending Request Details and Borrowing Requests > Borrowing Request Details. It indicates the number of failed locate requests.
    • July 2021 Analytics URM-143885
      The following fields were added to User dimensions located in subject areas besides the Users subject area:

      These fields were added to:

      • Cataloger Level
      • Has Role other than Patron
      • Has Role other than Patron and Instructor
      • Is Blocked
      • Patron Letters Opt In
      • Patron Letters Opt Out
      • Borrowing Requests > Requester
      • Course Reserves > Librarian
      • E-Inventory > Cost Usage POL Approver
      • E-Inventory > Electronic Collection PO Line Approver
      • E-Inventory > Portfolio PO Line Approver
      • Fines and Fees > User Details
      • Fulfillment > Borrower Details
      • Funds Expenditure > PO Line Approver
      • Leganto Student Usage > Student Details
      • Physical Items > PO Line Approver
      • Purchase Requests > Purchase Request Approver
      • Purchase Requests > Purchase Request Assigned To
      • Purchase Requests > Purchase Request Creator
      • Purchase Requests > Purchase Request Modified By
      • Purchase Requests > Purchase Request Requester
      • Requests > Requester
    • July 2021 Analytics URM-96443
      On the Alma Analytics Object page (Analytics > Analytics Objects > Analytics Objects List), the Analytics Folder and Name fields are now on their own lines which gives these fields additional space to display values.
    • July 2021 Analytics URM-151339 URM-151349
      The following three new tabs were added to the Consortia Network dashboard:

      The Logins to Alma per institution tab was removed.

      • Logins in last 30 days – the number of logins in the last 30 days
      • Logins in last 365 days – the number of logins in the last 365 days
      • Bibliographic records – the number of active (not deleted) bibliographic records per institution in consortia
    • July 2021 Analytics URM-147302
      Reports created with the Institution Name field that was filtered to a specific institution now run faster. Reports that were created before this enhancement require the filter to be reapplied to benefit from this enhancement. An indication that the report is now benefiting from the improved speed is that in the filter text under the report, the institution code is displayed and not the institution name.

      institution_name_filtered.png

      Filtered Institution Field
    • June 2021 Analytics URM-147495
      The Operator Identifier 1 and Operator Identifier 2 fields were added to Fines and Fees > Staff Operator Details. They allow you to enrich the user details exported to Analytics with additional identifiers.
    • June 2021 Analytics URM-138607
      Two additional reporting code fields (#4-5) were added for reporting codes and reporting code descriptions to the PO line dimension for all subject areas in which it appears. The names of the fields were also changed, so that the reporting code fields are as follows:
      • Reporting Code - 1st
      • Reporting Code - 2nd
      • Reporting Code - 3rd
      • Reporting Code - 4th
      • Reporting Code - 5th
      • Reporting Code Description - 1st
      • Reporting Code Description - 2nd
      • Reporting Code Description - 3rd
      • Reporting Code Description - 4th
      • Reporting Code Description - 5th
    • June 2021 Analytics SF: 00720550 00844304 URM-137250
      The DC License and DC Rights fields were added to the Bibliographic Details dimension for all subject areas in which it appears. These fields contain the license and rights information from Dublin Core bibliographic records.
    • June 2021 Analytics URM-146037
      The following Acquisitions reports were removed:
      • Non-Serial Issues Claims Report (Items without material type issue and expected receiving date greater than seven days that have not been received)

        It was replaced by: POLs with Items which should have arrived in the last 2 years and have not - all material types

      • Serial Issues Claims Report (Items with material type issue and expected receiving date greater than seven days that have not been received)

        It was replaced by: Report name: POLs with Items which should have arrived in the last 2 years and have not - material type journal

    • June 2021 Analytics URM-148164
      The following improvements were made in the Physical Items dashboard:
      • An indication of the total number of items was added to the Item Count by Library and Location tab and to the Item Process Type tab.
      • In the Inventory > Physical Items dashboard, the Physical Items > Num of Items field was renamed to Num of Items (Deleted + In Repository).
    • June 2021 Analytics URM-148163
      In the Fulfillment > Fines and Fees Dashboard for the User Cash Transactions and Library - Type Transactions tabs, when there are no results, the message displayed is now: No Transactions meet the criteria specified in the filters.
    • June 2021 Analytics URM-149603
      The TR_J1 - Unique Title Requests field was removed from the Usage Data Details - Release dimension in the Usage Data subject area. This field was removed because it was erroneously added when COUNTER Release 5 was added to Alma and Alma Analytics.
    • May 2021 Acquisitions SF: 00922507
      When Alma harvests usage reports from a vendor's URL, not all vendors know to accept the 2 date formats which are sent via the URL. Alma was enhanced to inter-operate error codes that are sent from the vendor, send another request with 1 date format and add an additional request (if needed) with another date format.
    • May 2021 Fulfillment URM-98676
      Alma's search for partner records has been enhanced. Previously, the records were only searchable by name and code. The enhancement now allows other elements to be searched, i.e. partner symbol, email address (from parameters tab) and customer code (for AFN).
    • May 2021 Fulfillment
      An enhancement to the current export capabilities in Alma has been made. The existing export job will now include the following:
      • Request comment
      • Bib metadata - description, author, title and year
      • User data (requester ID, full name and preferred address)
    • May 2021 Analytics URM-140468
      Out-of-the-box reports are now available for the System Events subject area that was released in March. These reports were taken from the old Events subject area.
    • May 2021 Analytics URM-146014
      The new Invoice Related Events report was added to the System Events folder.
    • May 2021 Analytics URM-144695
      The Invoice-Internal copy Ind field was added to Funds Expenditure > Invoice Line. It indicates if an internal copy of the invoice exists.
    • May 2021 Analytics URM-147304
      The User Record Type field (Users > User Details) now indicates if the user is a Contact user.
    • May 2021 Analytics URM-145419
      The following folders were renamed for improved clarity:
      • Usage Data Details was renamed to Usage Data Details – Release 4
      • Usage Data Details – JR5 was renamed to JR5 Usage (Release 4)
    • May 2021 Analytics URM-145640
      Tool tips were added to the following fields in E-Inventory > Cost Usage fields to indicate the source of the data: 
      E-Inventory Field From Usage Data Field
      E-Inventory > Cost Usage Measures > Usage DR Usage Data > Usage Data Details - Release 5 > DR - Unique Title Requests
      E-Inventory > Cost Usage Measures > Usage TR_B1 Usage Data > Usage Data Details - Release 5 > TR_B1 - Unique Title Requests
      E-Inventory > Cost Usage Measures > Usage TR_J1 Usage Data > Usage Data Details - Release 5 > TR_J1 - Unique Item Requests
    • May 2021 Analytics URM-146036
      The following Acquisitions reports will be removed for the June release:
      • Non-Serial Issues Claims Report (Items without material type issue and expected receiving date greater than seven days that have not been received)

        It will be replaced by: POLs with Items which should have arrived in the last 2 years and have not - all material types

      • Serial Issues Claims Report (Items with material type issue and expected receiving date greater than seven days that have not been received)

        It will be replaced by: Report name: POLs with Items which should have arrived in the last 2 years and have not - material type journal

    • March 2021 Resource Management URM-141433
      A new advanced search index 'Electronic Collection Content Type' was added on the Electronic Collection level. It enables you to search for electronic collections of a specific type.
    • March 2021 Digital Resource Management URM-125510
      Quick Access for Primo VE is now available for mobile devices. For more information, see Configuring the Quick Access Service.
    • March 2021 Digital Resource Management URM-144511
      The IIIF infrastructure was upgraded for better performance in displaying high resolution images with all of the Alma viewers.
    • March 2021 Analytics URM-144434
      The procedure for deleting an object from the community folder was changed. You now enter DeleteObject in the Description field in the Properties of the object. For more information, see Deleting a Folder, File, or other Object from the Community Folder.
    • March 2021 Analytics URM-140895
      The Num of Rapid Local Override field was added to Borrowing Requests > Borrowing Request Details > Partner Level Requests. It indicates the number of times librarians overrode the RapidIILL block for borrowing requests when the borrowing library has the requested item locally.
    • March 2021 Analytics URM-142547
      In the Titles Level Overlap Analysis dashboard, the explanatory text was moved to the right of the fields for better readability in the following tabs:
      • Overlap any inventory
      • Only P
      • Only E

      Additionally, the explanatory text was added to the Overlap P and P tab.

    • March 2021 API
      The "GET" PO-line API was enhanced to include information regarding the ID of the portfolio associated with the PO line.
    • March 2021 API
      The Alma UI and API have been updated to clearly indicate "Process_ID". Previously, there were instances that "Process_ID" was referred to as "Job_ID" and "Instance_ID". This has been rectified to all instances to refer to "Process_ID".

    • February 2021 Resource Management URM-140976
      Various issues related to accessibility in the Metadata Editor were treated, with the purpose of making the MDE compliant with the Americans with Disabilities Act (ADA).
    • February 2021 Fulfillment-Resource Sharing idea exchange Idea Exchange URM-112144
      The Automatically Print Slip option in the resource sharing receiving interface was enhanced. This option is used when printing the Resource Sharing Receive Slip Letter when receiving a physical item. It now retains the last value you selected for this option.
    • February 2021 Analytics URM-138124
      The following fields were added to the Fulfillment subject area:
      • The Loans (Not In House) from Resource Sharing Borrowing Request field was added to the Loan dimension. It indicates the number of not in house loans that came from a resource sharing borrowing request.
      • The Is Resource Sharing Borrowing Request Loan field was added to the Loan details dimension. It indicates if the loan was initiated by a resource sharing borrowing request.
    • February 2021 Analytics URM-139428
      The Active for Fulltext In CDI field in E-Inventory > Electronic Collection was renamed to CDI-only full text activation to be consistent with the naming style of the other CDI fields.
    • February 2021 Analytics URM-141963
      The In CDI field in E-Inventory > Electronic Collection was renamed to CDI - Available for CDI search activation to better explain the purpose of the field.
    • January 2021 Acquisitions URM-135752
      The summary section in the 'Fund and Ledger' screen was moved to be positioned at the top of the page.
    • January 2021 Digital Resource Management URM-131617
      The Share focused file checkbox that allows you to share a URL with the viewer focused to a specific file is displayed only when there are multiple files in the representation.
    • January 2021 Digital Resource Management URM-134930
      In the new Alma Viewer, you can now collapse the Descriptive Information pane for a larger file display in the center pane.
    • January 2021 Analytics URM-137922
      The Label and Label History (deleted labels) fields were added to Borrowing Requests > Borrowing Request Details and Lending Request > Lending Request Details.
      These fields are relevant for customers with Rapido.
    • January 2021 Analytics URM-140149
      The Duplicate Titles by 035a for network institution out-of-the-box report was added to the /shared/Alma/Consortia/Reports folder. It retrieves duplicate titles by field 035 subfield a in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
    • January 2021 Analytics URM-139031
      The new YoY (Year over Year) out-of-the-box dashboard was added to Alma Analytics. It contains the following reports that display changes to data in one period from one year to the next.
      • API executions YoY
      • COUNTER usage Books R4 YoY
      • COUNTER usage Books R5 YoY
      • COUNTER usage Journals R4 YoY
      • COUNTER usage Journals R5 YoY
      • Expenditure for Electronic Format
      • Expenditure for Physical Format
      • Leganto Student Usage Events YoY
      • Loans YoY
      • Patron Physical Item Requests YoY
    • January 2021 Analytics URM-126999 URM-136233
      The Proquest Purchase Model field was added to E-Inventory > Portfolio. It contains information for both single institutions and multi-institution implementations. Possible vales are:
      • Subscription
      • DDA
      • Owned
    • January 2021 Analytics URM-125171
      The following fields were added to Usage Data > Usage Data Details - Release 5 to display information for IR R5 COUNTER reports:
      • IR - Total Item Requests
      • IR - Unique Item Requests
      • IR - Total Item Investigations
      • IR - Unique Item Investigations
      • IR - No License
      • IR - Limit Exceeded
      • IR_A1 - Unique Item Requests
      • IR_A1 - Total Item Requests
      • IR_M1 - Total Item Requests
    • January 2021 Analytics URM-139319
      The Has Active Items (to be deprecated) field (Physical Items > Holding Details) was removed.
    • December 2021 Fulfillment - Course Reservesidea exchange Idea Exchange

      When a purchase request is created from a citation, a new bibliographic record is created if one does not already exist. If the purchase request is rejected, the bibliographic record is deleted. Previously, the citation remained attached to the MMS_ID of the deleted bibliographic record. Now, the MMS_ID is also detached from the citation.

    • December 2021 Fulfillment - Course Reservesidea exchange Idea Exchange

      Institutions now have the option to set the DCS Synchronize job to run every six hours, in addition to the existing option of running it once a day.

      For more information, see DCS Synchronize.

    • December 2021 Fulfillment - Course Reservesidea exchange Idea Exchange

      When rolling over a course, Alma now enables you to Copy (Configuration Menu > Leganto > List Management > Instructor Rollover Operations) an:

      • internal library note

      The option is disabled by default.

      For more information, see Configuring Course Loading.

    • November 2021 Fulfillment - Course Reserves URM-156618
      The Section ID field, already in Leganto Student Usage and Leganto Instructor Usage Events > Reading List Sections, was added to Course Reserves > Leganto Reading List Section.
    • November 2021 Fulfillment - Course Reserves URM-158676
      The Citation Material Type Code field was added to the following subject areas under the Citations or Reading List Citations dimensions:
      • Course Reserves
      • Purchase Requests
      • Leganto Student Usage
      • Leganto Instructor Usage Events
    • October 2021 Fulfillment - Course Reserves
      Alma now supports itemized Reading List sets containing more than 1000 Reading List IDs.
    • October 2021 Fulfillment - Course Reserves SF: 00924743 URM-150320
      The following changes were made in the Reading List dimension of the Course Reserves, Leganto Student Usage, and Leganto Instructor Usage Events subject areas:
      • The Leganto Date Sent For Library Review and Leganto Date Sent For Library Review (Calendar) fields were renamed to Leganto Last Sent for Library Review Date and Leganto Last Sent for Library Review Date (Calendar) respectively.
      • The Leganto First Sent for Library Review Date field and Leganto First Sent for Library Review Date (Calendar) field were added
      URM-150320
    • August 2021 Fulfillment - Course Reserves SF: 00924743 URM-152506
      The Leganto List Library Notes and the Leganto List Library Notes Last Update fields were added to Course Reserves > Reading List. They indicate the reading list library notes and the date that the notes were last updated.
    • August 2021 Fulfillment - Course Reserves URM-151990
      If the reading list has no citation, the Librarian > First Name and Librarian > Last Name fields now contain the librarian name. However, if there is no reading list, the value of these fields is unassigned. In this case, the Librarian > User ID field is also unassigned.
    • July 2021 Fulfillment - Course ReservesURM-152351
      A new event was added to the DCS synchronize job report to include copyrights whose statuses remain unchanged.
    • June 2021 Fulfillment - Course Reserves
      The following DSC system tags can be used when creating a rule to auto-generate a purchase request (Configuration > Fulfillment > Courses > Citation Processing Rules):
      • Digitisation Approved
      • Digitisation Rejected
      • Digitisation Removed
      • Digitisation Sent
      • Digitisation In Progress
        DigitisationRequests.png

        Digitisation
    • April 2021 Fulfillment - Course Reserves URM-148969
      You can now control whether there will be an option to automatically attach files to a citation in a digitization request. When the auto_attach_digitization_to_citation parameter is set to true (Configuration Menu > Fulfillment > General > Other Settings), the option is available. When set to false, the option is unavailable. See Configuring Other Settings (Fulfillment)
    • February 2021 Fulfillment - Course Reserves URM-143162
      You can now create a set of courses by uploading a file that contains the course IDs. For more information, see Creating Itemized Sets.
    • January 2021 Fulfillment - Course Reserves SF: 00855648 URM-136134
      When a user is added as an instructor to a course in Alma, the instructor role is added if it was not already present for the user. The role expiration date is calculated based on the instructor_role_expiration_months parameter (Fulfillment > General > Other Settings). 

    Resolved Issues

    • December 2021 Release Update Administration and Infrastructure SF: 06205385 06205680URM-164005
      The Fine & Fee Report didn't run while the "Received by library" and "Fine owner" fields were empty. This was fixed.
    • December 2021 Release Update Fulfillment SF: 06045252 06045840URM-163551
      After Creating a Customer Order, the 'Locations Ordering Profile' Page became empty, if 'Use Alphabetical Sorting Only' was initially enabled This was fixed.
    • December 2021 Release Update Resource Management SF: 06211418 06209913 06205958 06205777 06205494 06054187 06042810URM-163873
      Templates for Holdings were not working correctly. This was fixed.
    • December 2021 Release Update Resource Management SF: 06204207 06204443URM-163905
      The 'Internal error occurred' error message was received when executing all titles search for some Chinese terms. This was fixed.
    • December 2021 Release Update Resource Management SF: 05312776 05324222 06204772 06206726URM-159664
      Add holding from a template was not loading all subfields from the template if the user had only one physical inventory operator or circulation desk operator role. This was fixed.
    • December 2021 Release Update API SF: 0620474 06204751 06206235URM-163934
      Webhooks for Loans and Requests were not being sent. This was fixed. 
    • November 2021 Release Update Resource Management SF: 05304651URM-160334
      Lithuanian characters in searching, sorting and browsing were not ordered properly. This was fixed.
    • November 2021 Release Update Resource Management SF: 05322141URM-160544
      GetIt in the UResolver was producing inconsistent results. This was fixed.
    • November 2021 Release Update Fulfillment SF: 06022886URM-162402
      When receiving RS borrowing requests, the message "The email channel is disabled" is displayed when the letter 'Borrower Receive Email Letter' is disabled. This was fixed.
    • October 2021 Release Update Acquisitions SF: 00999797URM-160239
      There was an issue with the field name of the PO number. This was fixed.
    • October 2021 Release Update API SF: 00999708 00999751 00999765 00999850 00999855 01000191 01000226 01000250 01000537 01000739 01000789URM-160190
      The Pay-all-fines API created new (negative) fees. This was fixed.
    • October 2021 Release Update Fulfillment - Resource Sharing SF: 01000428URM-160273
      When shipping an item for a resource sharing request via the scan-in interface, the shipping message was not sent to the borrower and the borrowing request status was not changed to Shipped. This was fixed.
    • October 2021 Release Update Resource Management SF: 00999942URM-160257
      New Metadata Editor: Duplicating an indication rule from the NZ to the IZ did not work. This was fixed.
    • October 2021 Release Update Resource Management SF: 01000702 01000663 00999903 01000223 00999870 01000203 01000318 01000346 01000304 01000367 01000857 01000499 01000448 01000713 00999636 00999637 01000703 01000532 01000371 01000548URM-160249
      New Metadata Editor: In some cases, the cursor disappeared while editing records. This was fixed.
    • October 2021 Release Update Administration and Infrastructure SF: 00999852 00999949URM-160245
      Some translations of the labels on the "Run a Job - Select Job to Run" page were displayed in English even when other languages were selected. This was fixed.
    • August 2021 Release Update Resource Management SF: 00980566URM-147435
      When using the new Metadata Editor to edit a holdings record, there was no option to select "Open Form Editor" from the row actions menu of the 852 field. This was fixed.
    • August 2021 Release Update Resource Management SF: 00980815 00978808 00980300 00980538 00980677URM-147436
      The holding field 852/b was not taking into account the "Library/Location display" set by the user. This was fixed.
    • August 2021 Release Update Analytics SF: 00978892 00978926 00978941 00978947 00978959 00980143URM-157383
      The Analytics Physical Item Details report was not running properly. This was fixed.
    • August 2021 Release Update Acquisitions SF: 00980672URM-147473
      The Invoice Export XML had changed causing several issues. This was fixed.
    • August 2021 Release Update API SF: 00980477 00980324 00978956 00979012 00978970 00978962 00980329 00978935 00978998 00979018 00978953 00978936 00980344 00978988URM-157358
      Roles were missing from the API requests. This was fixed.
    • July 2021 Release Update Acquisitions SF: 00967612 00970977 00970987 00970989 00971104 00971108 00971110 00971211 00971233 00971237 00971400URM-155228
      Purchase requests were missing from the Manage Purchase Requests page. This was fixed.
    • July 2021 Release Update Resource Management SF: 00971334 URM-155521
      The Customize View settings were not working for the Electronic Collection display in the Repository Search. This was fixed.
    • July 2021 Release Update Resource Management 
      In the Accession configuration mapping table, certain values disappeared. This was fixed.
    • July 2021 Release Update Resource Management SF: 00967920 00967963 00969460 00969832 00971059 00971074 00971225 00971389 00971405 00971410 00971422 00971443 URM-155968
      Words containing "aa" and "ä" were not searchable. This was fixed.
    • July 2021 Release Update Fulfillment SF: 00960945 00964042 URM-154257
      Comments added to an AFN request in Primo are were visible to the lender. This was fixed.
    • July 2021 Release Update Fulfillment - Resource Sharing URM-154239
      When an item was received with an item policy, the policy was not used. This was fixed.
    • July 2021 Release Update Fulfillment - Resource Sharing SF: 00966805 00968674 URM-155857
      When borrowing requests were submitted for titles with multi-volumes, "locate of lending request" failed because Volume and Barcode were missing. This was fixed.
    • June 2021 Release Update Resource Management SF: 00951262 00954778URM-152868
      When items were scanned and assigned to the "Main Library," the process status stayed as "Transit". This was fixed.
    • June 2021 Release Update Resource Management SF: 00948650 00951262 00953962 00954778URM-152670
      Moving items to a temporary location left the item connected to a deleted holding. This has been fixed. This was fixed.
    • June 2021 Release Update Resource Management SF: 00961926URM-154079
      Available items sometimes returned the message: "The Item has no requestable inventory". This was fixed.
    • June 2021 Release Update Resource Management SF: 00962673URM-150924
      New Metadata Editor: For GND records in the community, the cataloger level value always remained at 2. This was fixed.
    • June 2021 Release Update Resource Management SF: 00962405 00962761URM-154170
      New Metadata Editor: When adding a new field in the new Metadata Editor, the field width changed, and fields jumped while editing. This was fixed.
    • June 2021 Release Update Resource Management SF: 00962261 00962719 00963122URM-154335
      New Metadata Editor: When opening the new Metadata Editor from Configuration > Discovery > Normalization rules for External Data sources, it did not load. This was fixed.
    • June 2021 Release Update Resource Management SF: 00962673 00962683 00963525URM-154259
      The CatLevel in Authority records was set automatically to catalogers CatLevel. This was fixed.
    • June 2021 Release Update Resource Management SF: 00920248 00950781URM-146920
      The update from Central Catalog job took more than 10 days to finish. This was fixed.
    • May 2021 Release Update Acquisitions SF: 00952423 00952428 00952452URM-152039
      Adding the Sort Routine to the user preferences caused the fetch from it to fail when the sort routine's name had a comma in it. This was fixed.
    • May 2021 Release Update Fulfillment - Resource Sharing SF: 00951885URM-151894
      Shipping a digital item via 'Ship item' without an attached file generated an error. This was fixed.
    • May 2021 Release Update Resource Management SF: 00952426 00952547URM-152103
      The Allocate button disappeared from the Item editor in the May release. This was fixed.
    • May 2021 Release Update Resource Management SF: 00941842URM-150206
      In some instances, corrupted XMLs were created by the general Publishing job. This was fixed.
    • May 2021 Release Update Resource Management SF: 00951895URM-151895
      When Show Directional Characters was enabled, it wasn't possible to highlight text in the New Metadata Editor using the arrow keys. This was fixed.
    • May 2021 Release Update Resource Management
      Updates were made to ensure the new Metadata Editor is not from the cache when deploying the new NG version.
    • May 2021 Release Update Resource Management SF: 00942008URM-150113
      Bib Records with MARC_6XXNAME heading were returned when browsing for Names (without MARC21 600/610/611). This was fixed.
    • May 2021 Release Update Administration and Infrastructure SF: 00952137 00952621 00952643 00952666URM-151974
      Unable to create itemized set from a list of OCLC numbers. This was fixed.
    • May 2021 Release Update Administration and Infrastructure SF: 00924518URM-148563
      The access rights for concurrent users were not reset after a user logged out. This was fixed.
    • May 2021 Release Update Administration and Infrastructure SF: 00909405URM-149939
      Some users were blocked from accessing links to digital files in the View It. This was fixed.
    • March 2021 Release Update Acquisitions SF: 00918081URM-145923
      An error message was received when sending a PO. This was fixed.
    • March 2021 Release Update Acquisitions SF: 00932591 00933369 00934045 00933284 00933495 00932431 00930859 00930813 00933242 00932844 00930609 00927386 00931489 00932461 00932759 00932399 00931110 00933130 00933638 00932483 00933395 00930687 00932720 URM-147706
      There were some issues with the Update PO Lines jobs and sets in Solr. This was fixed.
    • March 2021 Release Update Resource Management SF: 00903532 00933914URM-148718
      Call Number Range integer qualifiers were not working. This was fixed.
    • March 2021 Release Update Resource Management SF: 00923930 00934220URM-148159
      Publishing to Primo finished with the status “Completed with Errors” every time with Publishing Error “Failed to retrieve holdings for mmsids”. This was fixed.
    • March 2021 Release Update Resource Management SF: 00861689 00907589 URM-142983
      SBN integration - The update of a Uniform title in SBN was producing an error "Authority was contributed but failed on non-preferred fields". This was fixed.
    • March 2021 Release Update Fulfillment SF: 00924347URM-148955
      Previously, sorting the list of loans, using any of the column fields (i.e. Title, Loan Status), did not work. This was fixed.
    • March 2021 Release Update Fulfillment SF: 00907725 00926353URM-148461
      Downloading files created following a digitization request was not possible when the authentication was based on 'Social Login' or 'Login via Email' and the user had only the Patron role. It is now supported. This was fixed.
    • March 2021 Release Update Administration and Infrastructure SF: 00934832URM-148369
      The duplicate row button in Advanced Search for users was not working properly. This was fixed.
    • March 2021 Release Update Administration and Infrastructure SF: 00934351 00934580 00934776URM-148872
      Itemizing logical user sets created sets that did not return any members. This was fixed.
    • February 2021 Release Update Resource Management SF: 00924032URM-146915
      The Export Urls job was failing. This was fixed.
    • February 2021 Release Update Resource Management SF: 00890776URM-144971
      Linked Data (publishing and APIs) is now enriched with URIs pointing to the National Library of Israel Authority base.
    • February 2021 Release Update Fulfillment SF: 00924811URM-147047
      The drop-down list of the libraries in the advanced search for physical items/titles is now sorted alphabetically.
    • January 2021 Release Update APIURM-143393
      Create request API now supports manual description with holdings.
    • January 2021 Release Update Resource Management URM-143098
      General publishing using Authority Enrichment did not publish non-preferred fields from CZ records when publishing IZ records that were linked to NZ records. This was fixed.
    • January 2021 Release Update Resource Management SF: 00914603 URM-144864
      All the jobs in the Bridge caused errors. This was fixed.
    • January 2021 Release Update Resource Management SF: 00914444 00914499 00914514 00914526 00914530 00914594 URM-144803
      The Accession Numbers in the old Metadata Editor were not displaying or being created correctly. This was fixed.
    • January 2021 Release Update Resource Management SF: 00897901 URM-141040
      EOD Import jobs failed but Inventory and PO Lines were created successfully. This was fixed.
    • January 2021 Release Update Administration and Infrastructure URM-141423
      Several UNIMARC classification enhancements were implemented due to incorrect functionality. This was fixed.
    • January 2021 Release Update Administration and Infrastructure SF: 00893421 URM-140615
      In UNIMARC, the commas were taken into consideration when linking bib headings to authority. This was fixed.
    • December 2021 Analytics SF: 00622887 05320828 05707447 05809011 05959895 URM-101539 URM-XXXXXX
      The Loan Note field (Fulfillment > Loan Details) did not display data. This was fixed.
    • December 2021 Analytics SF: 00930827 05300458 URM-149386
      Adding the Cancellation Reason field (Requests > Request Details) to a report when run from a Network Zone caused results to be removed. This was fixed.
    • December 2021 Analytics SF: 00993672 05316902 05321556 URM-159585
      The Analytics Objects List does not display Primo objects when "Analytics Source System=All". This was fixed.
    • December 2021 Analytics SF: 00991055 05325464 URM-159773
      Alma Analytics reports displayed the wrong day of the week for when API calls were made. This was fixed.
    • December 2021 Analytics SF: 05299461 05312706 05321225 URM-159876
      Analytics reports using the fields from Users > Phone Number did not display all of the phone number data. This was fixed.
    • December 2021 Analytics SF: 00991462 05326461 URM-160074
      The Reading List Owner fields displayed duplicate values. This was fixed.
    • December 2021 Analytics SF: 05304025 URM-160803
      The Display Value field (Local Authorities > Local Authorities Details) displayed only a maximum of 50 characters. This was fixed.
    • December 2021 Analytics SF: 05304115 URM-160863
      The Creator field (Local Authorities > Local Authority Details) could display only a maximum of 10 characters. This was fixed and expanded to 255.
    • December 2021 Acquisitions SF: 05298976 URM-144057
      Changing the POL to In Review status is not recorded in the history tab. This was fixed.
    • December 2021 Acquisitions SF: 00834450 05329907 URM-154243
      New order import profile not creating inventory or PO lines and Alma unable to handle Fund Percentages with decimal points. This was fixed.
    • December 2021 Acquisitions SF: 00951564 05301501 05319321 URM-154244
      When updating the reporting code on a POL, the old behavior would have update the new reporting code for all fund transactions associated to the POL from all the Fiscal Periods. Now after the fix, the user will only see two rows in the transaction changes in the POL (and not see multiple rows for updates from previous FP). Row one will present indication that the original transaction is deleted and row two will indicate that the fund transaction was created again with the same values it had before and the updated reporting code.
    • December 2021 Acquisitions SF: 05299768 05303268 URM-147677
      ISBN was missing from EDI order message when creating an additional order for a portfolio with type License Upgrade. This was fixed
    • December 2021 Acquisitions SF: 00939062 05300264 05300765 05301595 05333276 URM-149977
      PO Line - Packaging failed when Packed by fund = "true" and some PO Lines did not have funds. This was fixed.
    • December 2021 Acquisitions SF: 00932366 05307782 05317903 URM-150065
      Activate resource in update inventory profile did not sent letter to interested users. This was fixed.
    • December 2021 Acquisitions SF: 00956862 05430071 05321805 05324479 05323661 05399434 05322356 05323766 05757683 05301771 05324451 05754904 05317625 05323806 05323593 05317152 05322309 05323707 05301616 05301633 05301777 05317325 05322482 URM-152822
      Received Items List displays empty instead of showing the ordered item (happens infrequently only for some users). This was fixed.
    • December 2021 Acquisitions SF: 05325169 URM-159669
      Unable to enter content into Invoice reference # field by EDI messages. The field Invoice reference # is now populated.
    • December 2021 Acquisitions SF: 00985003 05312422 05316845 URM-159100
      Job report of ERP import job states "Total number of files 0" even though a file was retrieved from the FTP and the invoice payments from the file were processed. This was fixed.
    • December 2021 Acquisitions SF: 05300568 05310820 05319334 05322395 URM-145415
      Incorrect year values in Monthly Usage Data Tab. This was fixed.
    • December 2021 Acquisitions SF: 00934846 05322413 05719723 URM-152173
      It was not possible to change the Owner of Standing Order type of PO Lines. This was fixed.
    • December 2021 Fulfillment SF: 05332205 URM-146207
      Previously, in specific cases, multiple rows appeared in loan history when an item on hold shelf was loaned via Self-Check, No Block = Y. This was fixed.
    • December 2021 Fulfillment SF: 00916543 05299166 05299240 URM-147699
      Borrowing request with FN partner would stay open and the Hold request appears as not started at the patron level when the item was actually loaned to the patron at the lender's desk. This was fixed.
    • December 2021 Fulfillment SF: 05320706 05324329 URM-158716
      Previously, in specific cases, Overdue and Lost Loan notifications were not sent to all loan. This was fixed.
    • December 2021 Fulfillment SF: 05314337 URM-160337
      Some labels in tab Work Order Department edit page were not translated. This was fixed.
    • December 2021 Fulfillment SF: 05308406 URM-161195
      In certain circumstances, the Maximum Overdue Block Period was not being calculated as expected. This was fixed.
    • December 2021 Fulfillment SF: 06022575 06022575 URM-162623
      Read RFID" Hotkey (Alt+A) is not working in Alma. This was fixed
    • December 2021 Fulfillment SF: 00886607 05332051 URM-141436
      Adding a message in the Alma UI failed to create the lost fine for an item due to the Replacement cost with a comma as decimal separator. This was fixed.
    • December 2021 Fulfillment SF: 00965159 05319388 URM-159019
      When a loan was not renewed automatically since automatic renewal rules did not apply or since the loan was a resource sharing loan, the Renew Status field in the Courtesy Notice incorrectly showed "Renewed Successfully". This was fixed. The Renew Status field in these cases will now show "The loan cannot be renewed automatically".
    • December 2021 Fulfillment SF: 00963437 05319182 URM-159225
      Reading Room items sometimes did not appear in the Activate Next tab in the Expired Hold Shelf page when they should have. This was fixed.
    • December 2021 Fulfillment SF: 00956687 05399228 URM-155334
      When booking requests had no available item to be placed on the shelf at the time of the preview period, no indication was given as to why they are not in pick from shelf. A note was added to the request to explain that the request will re-attempt to activate at the booking request start time.
    • December 2021 Fulfillment SF: 00881600 05332763 URM-141036
      Staff Digitization Requests could only be created with an institution level Fulfillment Services Operator/Manager role. Now this can be done also when the role is a library level role.
    • December 2021 Fulfillment SF: 00983079 05319399 05320863 05792113 URM-158477
      In specific cases, after the create request ran the "Recalculate after Inventory Update" job, the Send Requests to Remote Storage job completes with errors. This was fixed.
    • December 2021 Fulfillment SF: 05303744 URM-161394
      It was previously not possible to set Czech as the default language used for system messages generated by Alma's SIP2 protocol since Czech was not supported. This was fixed.
    • December 2021 Fulfillment SF: 05302006 05333347 URM-149897
      When using Open Athens proxy, none of the integrations profiles related to Open Athens were constructing the end URL correctly, therefore not working. This was fixed.
    • December 2021 Fulfillment-Resource Sharing SF: 05318958 URM-151913
      When trying to renew a borrowing request, Request Renew, and the request has multiple items loaned to the patron, an error was received. This was fixed.
    • December 2021 Fulfillment-Resource Sharing SF: 00969104 05320559 URM-158978
      Send Overdue Message to Resource Sharing Borrowing Partner job failed in some cases due to corrupted data. This was fixed.
    • December 2021 Fulfillment-Resource Sharing SF: 05299168 URM-159152
      In some cases, submitting a resource sharing request in Primo after form validation failed would display an error message even though the form was valid. This was fixed.
    • December 2021 Fulfillment-Resource Sharing SF: 05302565 URM-160027
      When un-checking the Is resource sharing library for an institution, an error message was displayed. The "Resource Sharing Information" section is relevant only for libraries and was removed from the Institution configuration.
    • December 2021 Fulfillment-Resource Sharing SF: 05321145 URM-160363
      Occasionally, a BLDSS (British Library) partner failed to register the located bldss_id. Hence, failing to send the request to the lender upon a positive sending request rule. This was fixed.
    • December 2021 Fulfillment-Resource Sharing SF: 05316578 URM-160755
      The item arrival date was not being populated when document delivery was sent to the borrower as a link (Alma to Alma). This was fixed.
    • December 2021 Fulfillment-Resource Sharing SF: 05325354 URM-161221
      Alma's status report, when used with ISO 18626, would create a confusing note with some hardcoded XML text. The confusing note element was removed from the messageInfo for "Status Request Response" message of ISO18626 profile.
    • December 2021 Resource Management SF: 00873634 05331165 05402082 URM-138527
      Changing the date range for Reminders and then clicking Enter, resulted in returning to the previous page. This was fixed.
    • December 2021 Resource Management SF: 00956225 05371738 05355385 05355247 05324050 05323569 05321456 05314465 05312694 URM-152708
      In some cases, when a member institution updated a network Bibliographic record, the local (linked) Bibliographic record was not updated. This was fixed.
    • December 2021 Resource Management SF: 00928196 05299568 05321287 URM-157745
      Performance issues occurred when duplicating or updating items, if a holding has more than 1000 items. Performance was improved.
    • December 2021 Resource Management SF: 05317387 URM-159252
      A user could edit physical items from the task list of one of the work order departments, even if they had no Physical Inventory Operator role for the library. This was fixed. Access to items without having a proper role is now restricted.
    • December 2021 Resource Management SF: 00994025 05321495 05332666 URM-159633
      When a BIB record has several holdings records, and one of them has a large number of items (e.g. more than 2,000), it took a very long time to duplicate an item from the Items List of one of the other holdings (with a small number of items). This was fixed.
    • December 2021 Resource Management SF: 05306429 URM-159855
      Physical Item Editor: a redundant pop-up appeared upon save for items with no material type associated with a work order. This was fixed.
    • December 2021 Resource Management SF: 05317762 05391376 URM-160178
      Holdings records list: the "Relink" option was not displayed for holdings record entry even if the record was not locked. It happened because the customer parameter "working_copy_lock_timeout" wasn't taken into account. This was fixed.
    • December 2021 Resource Management SF: 05300538 URM-152226
      Portfolio Group Display in Search Results was looking messy when many groups with coverage existed. This was fixed.
    • December 2021 Resource Management SF: 05319585 00965064 URM-156161
      Bibliographic records contributed to the Community Zone kept 856 $$u fields. This was fixed. On contributing bibliographic records, 856 fields will be removed from the bibliographic record.
    • December 2021 Resource Management SF: 05325434 00989845 URM-159767
      In some cases, Export Electronic Portfolios job processed deleted portfolios. This was fixed.
    • December 2021 Resource Management SF: 00993999 05320851 05324609 00993999 URM-160462
      Update in Community > Collection Contribution job failed with "Error during electronic collection preparation, Please contact Exlibirs: java.lang.NullPointerException" error. This was fixed.
    • December 2021 Resource Management SF: 00962079 05319018 URM-157053
      In the IABR Viewer, fulltext searching did not work properly. This was fixed.
    • December 2021 Resource Management SF: 00984948 05317119 00984948 URM-158645
      Displaying digital files with large fulltext did not work. This was fixed.
    • December 2021 Resource Management SF: 00953556 05300576 URM-158815
      When a record was opened from the collection display with the Quick Access Viewer, the full display overlay had overlapping windows. This was fixed.
    • December 2021 Resource Management SF: 00977658 05316596 00977658 URM-159144
      The Alma Viewer download button did not work properly. This was fixed.
    • December 2021 Resource Management SF: 05324855 00988219 URM-159308
      The import profile to import digital titles was matching on deleted records. This was fixed.
    • December 2021 Resource Management SF: 05302769 URM-159734
      The "Report set of titles to change log" internal job was displayed. This was fixed.
    • December 2021 Resource Management SF: 05300519 00948492 URM-154472
      A third-party library was overwriting the LDR/10 value, since it is a non-standard use of the field. This has been fixed.
    • December 2021 Resource Management SF: 00969221 05320602 05376581 00969221 URM-156190
      Publishing of BIB records with LInked-Data enrichment has failed to include records in some cases in the output files. This was fixed.
    • December 2021 Resource Management SF: 00962748 05319261 00962748 URM-157034
      The publishing job failed every time it ran because of an error when trying to convert a faulty record to binary format. This was fixed. The fix will prevent the job from failing in this case, but note that the record will be skipped.
    • December 2021 Resource Management SF: 00883278 05332468 00883278 URM-139300
      Add Members to Set jobs had no End Date even though they completed successfully. The was fixed.
    • December 2021 Resource Management SF: 00995654 05322025 00995654 URM-159845
      Confusion was created by search index "Electronic Collection PID", when elsewhere in Alma it is called "Electronic Collection ID" or "Collection ID". This was fixed. Search index "Electronic Collection PID" was changed to "Electronic Collection ID".
    • December 2021 Resource Management SF: 05304651 01000231 URM-160334
      Default SOLR collation for locale="lt" was sorting some characters as equivalent, when they should have been ordered (for example, e < ę < ė). This was fixed. A custom sort configuration was added to correct this. Re-indexing is required both Full Indexing Job and Full Inventory Indexing Job.
    • December 2021 Resource Management SF: 05326264 URM-129000
      The creating_job_id index was redundant. This was fixed. The index was removed from the search options.
    • December 2021 Resource Management SF: 00859569 05332641 00859569 URM-134104
      New Metadata Editor: MARC21 Profile - field 650 showed "Level of subject" instead of "SUBJECT ADDED ENTRY--TOPICAL TERM". This was fixed. An incorrect description of field 650 was set back to "SUBJECT ADDED ENTRY--TOPICAL TERM".
    • December 2021 Resource Management SF: 05300389 05300593 05318216 05729084 URM-147784
      New Metadata Editor: When using "Expand from Template", it was not focusing automatically on the Template search box. This was fixed.
    • December 2021 Resource Management SF: 05301794 05303563 00953521 URM-152304
      New Metadata Editor: Copy, Paste, and Cut actions via the Editing menu worked only if the text in the field was not highlighted and the actions were on the field level. This was fixed. The Copy, Paste, and Cut menu actions labels changed to Copy Field, Paste Field, and Cut Field.
    • December 2021 Resource Management SF: 05301385 00948997 URM-152650
      After running record enhancement process from Happiness Metadata External Enhancement, the record became unsuppressed. This was fixed.
    • December 2021 Resource Management SF: 05319434 00965563 URM-154858
      New Metadata Editor: Users were experiencing slow response and performance. This was improved.
    • December 2021 Resource Management SF: 05303897 05317632 05319706 05333270 00938109 URM-154917
      New Metadata Editor: Changing the template name when doing 'Expand from template' put wrong data into the bibliographic record. This was fixed.
    • December 2021 Resource Management SF: 05319459 URM-155101
      New Metadata Editor: The notification regarding bib heading linking attempt was unclear and unneeded. The notification was removed. Upon saving actions, only successful/error message will be displayed.
    • December 2021 Resource Management SF: 00962442 05301979 05302704 05319168 00962442 URM-155526
      Metadata Editor: When opening a CZ Authority or Bibliographic record in view mode, and then editing it, an error message appeared. This was fixed.
    • December 2021 Resource Management SF: 05302765 00973482 URM-156587
      New Metadata Editor: When there's an ampersand in the title, opening that bib record in view more (locked by another user), the title displayed '& and cut off the title. Also, "Locked by" information was not displayed. This was fixed.
    • December 2021 Resource Management SF: 05302601 URM-156617
      New Metadata Editor: When switching from Physical Item editor to Browse Shelf Listing, the fields "library" and "location" weren't pre-filled like in the classic Metadata Editor. This was fixed.
    • December 2021 Resource Management SF: 00980368 05303328 05316890 05321231 05325353 00980368 URM-158318
      New Metadata Editor: Users were experiencing slow response and performance. This was fixed.
    • December 2021 Resource Management SF: 05317583 00984342 URM-160077
      Metadata Editor: 010 field displayed '#' sign instead of blank, after the record was edited in Metadata Editor. The issue was fixed.
    • December 2021 Resource Management SF: 05319757 00966277 URM-155689
      Metadata Editor: It was impossible to add fields to a template without control fields. This was fixed.
    • December 2021 Resource Management SF: 05326650 URM-160199
      Authority Management: In some cases, a local authority vocabulary could be created although such vocabulary already existed. This was fixed.
    • December 2021 Resource Management SF: 05323638 05330756 URM-151247
      If a normalization rule contained a comment preceded by the hash sign, then when it was saved, all comment lines remained except for the comment line which was the first line of the rule. This was fixed.
    • December 2021 Resource Management SF: 00969404 05301889 URM-159920
      Metadata Editor: Saving a bibliographic record linked to a local authority heading, similar to a CZ authority heading, caused a wrong linkage of the bibliographic record to the CZ authority. This was fixed.
    • December 2021 Resource Management SF: 05307623 00924797 URM-150029
      Relation from 777 field was displayed as "Contains, Part Of", instead of being displayed as "Issued with". This was fixed.
    • December 2021 Resource Management SF: 05319469 00964856 URM-154673
      During the contribution process of the authorities, some of the link fields were deleted. This was fixed.
    • December 2021 API SF: 00969199 05320701 URM-160557
      It was possible for an External User to use the "Reset password" flow, linked from Primo, to create an internal password. This is now prevented.
    • December 2021 API SF: 05751265 05981224 00902622 URM-146735
      API GET request for holdings does not include the correct suppressed status if the holdings are suppressed in the location level. This was fixed.
    • December 2021 API SF: 05314897 00911147 URM-149395
      When creating a PO line of type OTHER_SERVICE_OT via API, the PO line is create without a title. This was fixed.
    • December 2021 API SF: 05322649 00959203 URM-156592
      It wasn't possible to waive a fine in the status 'In dispute' using an API. This was fixed.
    • December 2021 API SF: 00996022 05322051 URM-161028
      When trying to create a PO Line from API for a portfolio that is part of a collection and the portfolio links to a non existing PO Line, an error message is displayed. This was fixed and now Alma will ignore the non-existing PO Line and replace it by the newly created one.
    • December 2021 API SF: 05314181 00906578 URM-160068
      E-Collection Quick Update Cloud App failed to update the notes field for certain collections. This was fixed.
    • December 2021 Administration and Infrastructure SF: 00953419 05301860 URM-152459
      Receiving a Borrowing request used to show the original cost to a patron fee amount, even though it was already paid. In such a case, it also updated the remaining balance of the fee. This was fixed.
    • December 2021 Administration and Infrastructure SF: 00956129 05323759 05326943 URM-156258
      Integration with WPM Online Payment System required a minimum amount of £1. Per WPM technical recommendation, the minimum amount to be sent and validated by Alma is now set to 0, allowing payments of less than 1 .
    • December 2021 Administration and Infrastructure SF: 05331217 00861895 URM-134242
      Exporting users failed due to an intermittent issue. This was fixed by using new method of exporting files.
    • December 2021 Administration and Infrastructure SF: 00959964 05322671 URM-158300
      When the "Record Last Patron Activity Date" feature was enabled, whenever a user performed a patron activity the "Last updated on" field in the user's record was incorrectly updated. This was fixed. Now the "Last updated on" field does not change when a patron activity is performed.
    • December 2021 Administration and Infrastructure SF: 05323779 00957720 URM-158486
      Centralized User Management update failed on some rare occasions. This was fixed.
    • December 2021 Administration and Infrastructure SF: 05300778 URM-158779
      The Update/Notify Users job had a wrong tooltip for the Purge date parameter. This was fixed.
    • December 2021 Administration and Infrastructure SF: 00970179 05302055 URM-159105
      Reset-PW URL didn't work after an attempt to set a password that is too short. This was fixed.
    • December 2021 Administration and Infrastructure SF: 05321178 URM-160907
      The type of an address created via Primo was previously chosen randomly from the possible types for the specific user record type. Now the type can be set by support to one of home/work that will take affect to a new address set from Primo My Account/Library Card.
    • December 2021 Administration and Infrastructure SF: 05307748 00933576 URM-151508
      Validation process for CZ contributions did not remove CNO fields. This was fixed. On contributing bibliographic records to the Community Zone, CNO fields will be removed from the bibliographic record.
    • December 2021 Administration and Infrastructure SF: 00954328 05301776 URM-157001
      The total reading list in the Widget doesn’t match with the reading list task. This was fixed
    • December 2021 Administration and Infrastructure SF: 00988771 05530585 URM-159220
      Branding Management screen jumped and options "Load your new Login page logo file" and "Load your new email logo file" disappeared when a large image was uploaded. This was fixed.
    • December 2021 Administration and Infrastructure SF: 05326540 00992184 URM-159656
      Hardcoded tabs' shortcuts were preventing scanners and RFID readers to work when keyboards are in alt mode. This was fixed.
    • December 2021 Fulfillment-Course Reserves SF: 00985753 05317443 05324613 URM-159075
      Purchase requests failed when there was an '&' character in the academic department. This was fixed.
    • November Fulfillment - Resource Sharing 2021
      When copying a partner from the community tab into your institution, the server and port partner parameters did not populate correctly. This has been fixed. To fix any local partners that you have already copied, remove them and copy them again.
    • November 2021 Analytics SF: 00913246 00910503
      The Electronic Material Type field (E-Inventory > Portfolio) is not updated with information from Alma. This was fixed.
    • November 2021 Acquisitions SF: 00950038 00796250 00711237 00794740 00854784 00935320 00923964 00946720 00922044 00827911 00800644 00919984
      Claim was automatically triggered twice for the same PO line with one item. This was fixed.
    • November 2021 Acquisitions SF: 00898995 00987365
      When creating the Order list letter to the vendor, the Rush field was reset to 'false' no matter its value. This was fixed.
    • November 2021 Acquisitions SF: 00968849 00950231
      SUSHI Account filter in Uploaded Files list does not return files This was fixed.
    • November 2021 Acquisitions SF: 00973310
      Using parameter op=mark_in_erp for Invoice Service API caused the invoice to be stuck in Waiting for Payment. This was fixed.
    • November 2021 Acquisitions SF: 00797362 00923795
      Changing Expected Receipt Date in PO Line is not recorded in PO Line History. This was fixed.
    • November 2021 Acquisitions SF: 00975916
      Renewal letter is sent despite the POL having an acquisition method of ‘Purchase without letter‘. This was fixed, so that notification is not sent for PO Lines whose Acquisition method does not require notification.
    • November 2021 Acquisitions SF: 00894254
      Review task list displays invoices and PO‘s that are not in the scope of the user‘s roles. This was fixed. The invoices in task list are now counted by the privilege.
    • November 2021 Acquisitions SF: 00997941 00992750 00991042 00997786 00835020 00987661 00991295 00978328 00917777 00926293 00948276 00966211 00996758
      The monthly scheduled SUSHI harvesting job is not retrieving Elsevier Science Direct usage reports. This was fixed.
    • November 2021 Acquisitions SF: 00983695
      Rollover PO Lines failed when trying to get the location from standing order PO Lines. This was fixed.
    • November 2021 Fulfillment SF: 00922078 00906215
      When loaning an item that is on the expired hold shelf to a different patron, Alma cancels the expired request to enable the loan. Previously the expired request was canceled even if the loan failed due to a loan block. This caused items on the hold shelf to sometimes incorrectly appear as in place. This was fixed. Now the expired request is canceled only if the loan succeeds.
    • November 2021 Fulfillment SF: 00966877
      Previously, special characters in work order type are not presented when configuring the work order type‘s statuses. This was fixed.
    • November 2021 Fulfillment SF: 00961918
      The option of changing a due date if the status of a loan is Claimed Return was removed since a due date cannot be changed for this status.
    • November 2021 Fulfillment SF: 00987873
      One of the preliminary conditions of library deletion has encounter a problem and prevents the deletion of the library. This was fixed.
    • November 2021 Fulfillment SF: 00886909
      SIP2 passwords appearing in the Alma logs unencrypted. This was fixed. The password field in SIP messages will not be printed to log as is, but rather will be hidden with asterisks.
    • November 2021 Fulfillment SF: 00996079
      The item policy in the patron workbench was not translated. This was fixed.
    • November 2021 Fulfillment SF: 00834526 00877220 00884692 00977415 00988353 00864231
      It was not possible to edit a Course or Reading-List name when the UI was not in English. This was fixed.
    • November 2021 Fulfillment SF: 00489396 00944501 00133518 00481372 00185027 00114851
      The error message shown while entering the ILL form in Primo Classic without logging in used to be constant. This was fixed. It is now customizable by editing the ‘c.uresolver.request.ill.msg.serviceNeedLogin‘ label.
    • November 2021 Fulfillment SF: 00826833
      The locate process using the UResolver locate would sometimes miss relevant services due to direct linking configuration. This was fixed.
    • November 2021 Fulfillment SF: 00950394
      Ship Item Digitally row action for Lending requests did not work when sending a URL rather than uploading a file. This was fixed.
    • November 2021 Fulfillment SF: 00993190 00973952 00971404
      Inconsistencies have been found between RapidILL tasks widget and the task list requests count. This was fixed.
    • November 2021 Fulfillment SF: 00973014
      Resource Sharing Languages was not using the translation in the ILL Request form. This was fixed.
    • November 2021 Fulfillment SF: 00984785
      The option to Send File to Patron from a Borrowing request returns an error when the requester was already anonymized. This was fixed.
    • November 2021 Resource Management SF: 00999049
      When viewing a Holdings record in the Record View page, the ‘Relink‘ option was not displayed even if the record was not locked. It happened because the customer parameter ‘working_copy_lock_timeout‘ wasn‘t taken into account. This was fixed.
    • November 2021 Resource Management SF: 00865175
      General Publishing: A managed set was created based on Electronic Collection (electronic collection type = database). A bibliographic record was associated with each electronic collection (Additional descriptive information). Publish profile was set to publish at Bibliographic level, but no records were being published. This was fixed.
    • November 2021 Resource Management SF: 00949714
      Community Zone Electronic Activation job - Activate all - double-click activate triggered the activation job twice . This was fixed, now the screen prevents double clicking.
    • November 2021 Resource Management SF: 00821780 00716947 00847406 00844955
      Alma failed to generate a thumbnail image from a representation. This was fixed.
    • November 2021 Resource Management SF: 00843643 00965329 00932864 00841024
      A thumbnail image was not generated for some digital files. This was fixed.
    • November 2021 Resource Management SF: 00859995 00863089 00948661 00988250 00947567
      The thumbnail generation did not work properly. This was fixed.
    • November 2021 Resource Management SF: 00945967
      The normalization rule to prevent bibliographic records of patron deposits from being published to OCLC did not work. This was fixed.
    • November 2021 Resource Management SF: 00951960
      The job to generate thumbnails did not function properly. This was fixed.
    • November 2021 Resource Management SF: 00983348
      Thumbnail selection and display did not work properly in the Digital Representation Editor. This was fixed.
    • November 2021 Resource Management SF: 00954719
      An error occurred when converting MARC21 records to CNMARC or UNIMARC in binary format. This was fixed.
    • November 2021 Resource Management SF: 00960091
      Upload files to FTP jobs are completing successfully, even if not all files have been uploaded.. This was fixed. In case of an FTP issue during the export, the Export job report will indicate that.
    • November 2021 Resource Management SF: 00929316
      Physical Items Advanced Search: Searches for the ‘Temporary physical location‘ index with the ‘Is Empty‘ or ‘Is Not Empty‘ operators did not work properly. This was fixed. The fix will be deployed gradually with the semi-annual indexing job starting in the November release.
    • November 2021 Resource Management SF: 00972361 00964779 00971947
      Repository search returns ‘Unresponsive page‘ error message when using ‘Expand all‘. This was fixed.
    • November 2021 Resource Management SF: 00963215
      Repository Advanced Search for Physical Titles / Items: The following index names were changed, to improve their order and readability
      From: Pattern fifth level of enumeration, Pattern first level of enumeration, Pattern fourth level of enumeration, Pattern frequency, Pattern second level of enumeration, Pattern sixth level of enumeration, Pattern third level of enumeration.
      To: Pattern 1st level of enumeration, Pattern 2nd level of enumeration, Pattern 3rd level of enumeration, Pattern 4th level of enumeration, Pattern 5th level of enumeration, Pattern 6th level of enumeration, Pattern frequency.
    • November 2021 Resource Management SF: 00982375
      Fixed capitalization issue when normalizing for Swedish and Norwegian. Reindexing is required.
    • November 2021 Resource Management SF: 00967403 00973612
      Due to duplicated services and a technical issue, the svc_dat=CTO was breaking the OpenURL flow. This was fixed.
    • November 2021 Resource Management SF: 00634339
      Pickup location for resource sharing requests was not set correctly according to the request owner library. This was fixed.
    • November 2021 Resource Management SF: 00813346
      When coming from browse search, details query of full view records did not account for ‘Filter by availability‘ of remote search. This was fixed.
    • November 2021 Resource Management SF: 00970599 00997356
      Using the PNX API through the API gateway failed if multilingual fields were defined in the system. This was fixed.
    • November 2021 Resource Management SF: 00986454 00964860 00984468 00977149
      Course information did not appear in brief record display. This was fixed.
    • November 2021 Resource Management SF: 00919834
      Normalization Rules: changeSubFieldExceptFirst and correctDuplicateSubfields operators behave differently than others - they cannot exist one after another within the same rule. This was fixed.
    • November 2021 Resource Management SF: 00903141
      Merge & Combine from the Metadata Editor in a Network institution: When the Network Zone primary record had no local fields in its linked Institution Zone record, and the linked Institution Zone record of the Network Zone secondary record did have local fields, the local fields of the secondary record were not appended to the primary record after the merge. This was fixed.
    • November 2021 Resource Management SF: 00971497
      New Metadata Editor: When the user edits a KORMARC bibliographic record and opens the form editor for field 008, the value for Korean University (26-27) is not displayed correctly. The issue has been fixed.
    • November 2021 Resource Management SF: 00974701
      New Metadata Editor: Network Zone records could not be open for editing in Institution Zone, with error text: java.lang.NumberFormatException: For input string: ‘gnd3‘ non-numeric. This was fixed. Cataloger Level values like ‘gnd3‘ are now supported for external authorities.
    • November 2021 Resource Management SF: 00974288
      New Metadata Editor: When opening a record and trying to create an order for it, if the order creation is cancelled, either an oops error appears or an infinite loading screen. This was fixed.
    • November 2021 Resource Management SF: 00988824
      MODS record does not redisplay after closing editor (clicking on the X). This was fixed.
    • November 2021 API SF: 00921289
      The Get-Invoice API returned an inaccurate Invoice Total Price in some cases. This was fixed.
    • November 2021 API SF: 00957305 00971897
      Get Users API did not support finding users by birth_date. This was fixed.
    • November 2021 API SF: 00941494
      In the Create request API, when 'last_interest_date' is included, the date changes to a past date in some cases. This was fixed.
    • November 2021 API SF: 00969134
      The Get-Users API did not support a search of users by their phone number in some cases. Now the phone_number field is supported.
    • November 2021 API SF: 00987474
      In some cases, Alma User APIs allowed creating (or updating) of a user with the same identifier value. This was fixed.
    • November 2021 API SF: 00981518
      The Get-list-of-code-tables API was missing UserGroups. It was now added.
    • November 2021 Administration and Infrastructure SF: 00940096
      In case of a Borrowing request which has been created manually with a Resource Sharing Request Fee, the External Identifier was missing from the Fine/Fee Comment. This was fixed.
    • November 2021 Administration and Infrastructure SF: 00954488 00812655 00950400
      User Title could not have a dotted value (e.g. ‘Dr. Dr.‘) in the code and the saved value was automatically modified when editing the user record. This was fixed.
    • November 2021 Administration and Infrastructure SF: 00905690
      Whenever the network_users_unique_identifiers customer parameter is set to FULL the UserIdentifierDefinition table cannot have an identifier with uniqueness set to AcrossType. The ILLIAD_ID identifier was introduced with Out-of-the-box value of AcrossType which caused the Customer Parameters table to fail on save. This was fixed, the ILLIAD_ID is now excluded from the validation check.
    • November 2021 Administration and Infrastructure SF: 00949432
      Linked users created by loan from another institution resulted in inconsistent ‘Linked From Institution Name‘. From now on, linked users created by loan from another institution will use the English name of the original institution, and not its translated name.
    • November 2021 Administration and Infrastructure SF: 00976114 00962098
      Missing academic title in User Notifications Letter XML. This was fixed by additional data added to the User Notifications Letter XML (e.g. user_title, identifiers) by adding user_for_printing data to the XML.
    • November 2021 Administration and Infrastructure SF: 00870544 00899837
      New Layout: Loss of information was exhibited in the Summary panel when changing display density. This was fixed. Changing density will now redirect to Alma Home page.
    • November 2021 Administration and Infrastructure SF: 00919838 00921159 00973839
      New Layout (Accessibility): Alma was not fully complying with high contrast theme in Windows 10 and High Contrast Extensions in Firefox. The drop-downs were still white. This was fixed.
    • November 2021 Administration and Infrastructure SF: 00964019 00973995
      In Letters Configuration, XMLs with the same name could not be added to the XML list. This was fixed.
    • November 2021 Administration and Infrastructure SF: 00980930
      Delivery URL in Deposit Status Update Letter does not use CNAME. This was fixed.
    • November 2021 Administration and Infrastructure SF: 00982621
      Accessibility issues of missing labels/page titles were fixed in Deposits page.
    • November 2021 Administration and Infrastructure SF: 00973043
      Export User letter was indicated as ‘Patron Facing‘ in Alma Letter Configuration and in the Online help. This was fixed, it is now set to No.
    • October 2021 Acquisitions SF: 00861933
      The Harvesting process fails when running a large file. A resolution to this is when sending request for 12 months, the tr_j4 report, will use the new ‘Customer Harvest‘ functionality with a period of two months.
    • October 2021 Acquisitions SF: 00922414
      Now when running ‘update inventory‘ job, if a portfolio was not found under the collection, it will not be created. This was fixed.
    • October 2021 Acquisitions SF: 00962339 00964362 00985755 00926887
      PO-Line Inventory Material Type appearing as ‘none‘ despite being in Alma / Oracle DB. This was fixed.
    • October 2021 Acquisitions SF: 00958866
      When the default value of any reporting code is disabled, Alma does not add it to the invoice line. This was fixed.
    • October 2021 Acquisitions SF: 00973188 00959739
      Issues in the library facet when there is a translated value of the library name. This was fixed.
    • October 2021 Acquisitions SF: 00919515
      Query to Requester Letter uses first email for ‘from‘ email, rather than the user‘s preferred email. This was fixed.
    • October 2021 Acquisitions SF: 00743001
      There is a missing option to stop orders originating from EOD for review if the portfolio already exist. This was fixed by adding a new assertion when a PO line is created (only from EOD/API) for an existing Portfolio.
    • October 2021 Acquisitions SF: 00910022
      In the Purchase Request form, when the Relink button was used to relink the Purchase Request with an electronic book, the ISBN field in the Purchase Request form was filled from MARC 776 instead of MARC 020. This was fixed.
    • October 2021 Acquisitions SF: 00939572
      POL Renewal Cycle - after adding new values, the dropdown list is not in order. The renewal cycle is now sorted according to the Code Table and not alphabetically.
    • October 2021 Acquisitions SF: 00954961
      Approve and Review tasks were counting the number of POs in approval/review of the whole institution, rather than counting only the ones of the library in the user role scope. This was fixed and are now fetched by user‘s role scope.
    • October 2021 Acquisitions SF: 00972514
      Reject selected purchase request failed with an error message. This was fixed.
    • October 2021 Acquisitions SF: 00926269
      Assertion /Alert 'EDI Fail' has become obsolete and has been removed from code table AssertionCodes and mapping table InvoiceAssertions.
    • October 2021 Acquisitions SF: 00843639
      Use of Receiving Operator in Physical Items in analytics displays no results. This was fixed.
    • October 2021 Acquisitions SF: 00937174 00808402
      Prediction patterns in the holdings record fields 866 and 863 were missing subfield ‘i‘ when ‘next predicted items information‘ had Enumeration A. This was fixed.
    • October 2021 Administration and Infrastructure SF: 00861355
      Export users job would restart the process in cases where there was a server restart. This process duplicated the files in the FTP server. This was fixed by preventing interrupted jobs to restart.
    • October 2021 Administration and Infrastructure SF: 00945004 00944537 00920011 00932748 00956369 00957622 00953550 00872667 00936648 00956166 00825167 00932569 00935822
      In case of intermittent failing SIS jobs due to a DB issue, the imported files names ‘.old‘ extension will be removed, and ‘.zip‘ extension will be returned. This way, the next job run will import the file again.
    • October 2021 Administration and Infrastructure SF: 00734625 00853545
      SIS was prevented from updating preferred name fields if the ‘set by‘ property (indicating what process previously changed the preferred name) was null. This has been fixed.
    • October 2021 Administration and Infrastructure SF: 00962650 00969157
      Searching for users according to date fields used different ways to calculate Before, After and Equals. This was fixed by making them equal.
    • October 2021 Administration and Infrastructure SF: 00928006
      The Short Loan Letter in certain languages did not include the fine amount. This was fixed.
    • October 2021 Administration and Infrastructure SF: 00935048 00935023
      When importing UI Leganto Labels code table, some of the translations from column ‘German‘ were not loaded as expected from the imported file. This was fixed.
    • October 2021 Administration and Infrastructure SF: 00472098 URM-87477
      The Send Loan Receipt functionality did not have a confirmation message. This was fixed. A feedback message was added to the Send Loan Receipt action in the Patron Services page.
    • October 2021 Administration and Infrastructure SF: 00932673 00937825 00936460
      The Copy option in the Persistent Search appeared hidden by the browser bar. This was fixed.
    • October 2021 Administration and Infrastructure SF: 00967898
      Facet name sorting was sorting according to the rules of the UI language, but was inserting spaces after all other letters. This was fixed. Now spaces are sorted before other letters.
    • October 2021 Administration and Infrastructure SF: 00951782 00845539
      The Alma Viewer was unable to load video on Apple devices. This was fixed.
    • October 2021 Administration and Infrastructure SF: 00949930
      Some digital books in PDF format loaded very slowly in Alma. This was fixed.
    • October 2021 Administration and Infrastructure SF: 00952503
      PDFs were not displayed by the Alma viewer if pdf.js was enabled. This was fixed.
    • October 2021 Fulfillment SF: 00652298
      It was not possible to save a fulfillment unit rule where the terms of use name included a dot. This was fixed.
    • October 2021 Fulfillment SF: 00725539
      Errors occurred when trying to execute Print Slip from Manage In Process Items. This was fixed.
    • October 2021 Fulfillment SF: 00876813
      When cross consortia barcode search was enabled (customer parameter ‘fulfillment_network_unique_barcodes‘), scanning barcodes with leading/trailing whitespaces failed with error ‘Item not found at any member institution‘. This was fixed.
    • October 2021 Fulfillment SF: 00933598 00971333 00964516 00960951 00961818 00963604 00972157 00963126 00933339
      In a fulfillment network, if the customer parameter ‘fulfillment_network_search_by_all‘ was set to true, creation of a linked account failed for users that had a primary identifier that contained a partial match to another user. This caused fulfillment network loans and requests to fail for these users. This was fixed.
    • October 2021 Fulfillment SF: 00964334
      Fines\Fees Notification Letter did not contain user_gender for Print Profile. This was fixed.
    • October 2021 Fulfillment SF: 00895088
      Previously, Recalled Overdue Fine was not calculated from the end of the grace period. This was fixed.
    • October 2021 Fulfillment SF: 00971542 00976285 00972490 00968721
      The Document Delivery Files Cleanup job is now enabled by default for all customers. Previously, the job wasn't enabled and as a result the customer parameter: ‘document_delivery_cleanup_days‘ was not always enforced. This was fixed.
    • October 2021 Fulfillment SF: 00936770 00963201
      Previously, running the Cancel Physical Items Requests job did not populate the note and cancellation reason values. This was fixed.
    • October 2021 Fulfillment SF: 00972661
      Creating a move request for multiple copies moved only a single copy. This was fixed.
    • October 2021 Fulfillment SF: 00911431 00951980
      In a fulfillment network, the parameters: 'Closed days' and ‘Maximum time on hold shelf' were ignored in the calculation of the hold shelf expiration date for items placed on the hold shelf for a different institution. This was fixed.
    • October 2021 Fulfillment SF: 00660181 00983524
      An item was sometimes loaned to two different patrons simultaneously. This happened in scenarios involving personal delivery requests. This was fixed.
    • October 2021 Fulfillment SF: 00919646
      When a patron created a request from discovery on a physical item of a title that had both a physical BIB record and an electronic bib record, sometimes the mms ID in the request incorrectly corresponded to the electronic BIB record instead of to the physical BIB record. This caused errors in analytic reports. This was fixed.
    • October 2021 Fulfillment SF: 00942708
      Previously, errors occurred when trying to scan items with digitization requests in the workflow step 'Request Communicated to Storage'. This was fixed.
    • October 2021 Fulfillment SF: 00960983
      Previously, duplicate requests were visible to patrons (in both borrowing and hold requests). This was fixed. The borrowing request is now visible in My Account until an item is placed on the hold shelf and the hold request is closed.
    • October 2021 Fulfillment SF: 00933922
      Leganto digitization requests expiring on Pick From Shelf list: ‘Library physical digitization request‘ was not one of the configurable request statuses on the Request Pickup Configuration menu. This was fixed. ‘Library physical digitization request‘ was added to one of the configurable request statuses on the Request Pickup Configuration menu.
    • October 2021 Fulfillment SF: 00889836
      Link Resolver was not able to handle variant capitalizations in OpenURLs (‘id‘ vs.‘ID‘). This was fixed - ‘ID‘ is now supported.
    • October 2021 Fulfillment SF: 00874364
      For the Analytics Link Resolver SA, Leganto sources were excluded from the Link Resolver Usage report. This was fixed.
    • October 2021 Fulfillment SF: 00989637 00996844 00997479
      URM-159835In Get-It loanable items were sometimes displayed as not loanable. This was fixed.
    • October 2021 Fulfillment - Resource Sharing SF: 00528019 00633646 00732674 00719696
      The Save button did not appear when duplicating a completed Lending request. This was fixed.
    • October 2021 Fulfillment - Resource Sharing SF: 00966740
      Testing 'Locate Profiles' without credentials was still sending out requests. This was fixed. Testing 'Locate Profiles' connection now does not use the customer credentials. This is reflected now in the successful connection message.
    • October 2021 Fulfillment - Resource Sharing SF: 00650845
      When a borrowing or lending request from an SLNP message is created, the request is incorrectly created with a requested format of 'Physical'. This was fixed, so that requests for journal articles are created with requested format of 'Physical non returnable'. This is determined by the existence of the article title or article author fields (AufsatzTitel‘ or‘AufsatzAutor‘).
    • October 2021 Resource Management SF: 00952263
      When creating a set from an import report and using diacritics in the set name, the diacritics were not correctly displayed. This was fixed.
    • October 2021 Resource Management SF: 00947354
      When the customer parameter ‘include_subfields_delimiter_in_analytics‘ was set to ‘true‘, subfield $$9 was not extracted from the bibliographic fields (specified in the ‘Local Parameters for Reports‘ code table) to create fields; local_param_1 to local_param_10 in the Analytics. This was fixed.
    • October 2021 Resource Management SF: 00981623 00985021 00988443
      The ‘Held By‘ page, accessed from the Network Zone institution, showed zero holdings for records of member institutions whose ‘sort_library_by_relevance‘ customer parameter was set to ‘true‘ (although there were holdings to show). This was fixed.
    • October 2021 Resource Management SF: 00965831 00864980 00967665 00864986 00969508
      Portfolio loader was finding multiple matches in the Community Zone, but only one match belonged to the Collection. This happened because the MMS record had multiple identifiers but only one identifier found a match and all others were tagged as solitary. This was fixed. Now these will be tagged as solitary only if the customer parameter temp_pl_disable_match_solitary_idens is set to true (default is false).
    • October 2021 Resource Management SF: 00875677
      In the portfolio creation page, if a collection without a UTF8 title was selected, it caused a mismatch in the display. This was fixed.
    • October 2021 Resource Management SF: 00868275
      Electronic Holdings Upload - Multiple coverage lines exist in KBART, but only one was imported. This was fixed. Support for multi coverages for the multi campus was added. This is controlled by the customer parameter: temp_multi_coverage_multi_campus.
    • October 2021 Resource Management SF: 00917211
      ‘No MMS found‘ error appeared for existing ISSN and two lines for coverage. This was fixed. Support for multi coverage and for multi campuses was added. This is controlled by the customer parameter temp_multi_coverage_multi_campus.
    • October 2021 Resource Management SF: 00971334
      Search Electronic Collection > Customize View did not behave according to the definitions. This was fixed. The columns of electronic collection results are now aligned.
    • October 2021 Resource Management SF: 00954884
      PDFs were not displayed in the New Alma Viewer‘s mobile view. This was fixed.
    • October 2021 Resource Management SF: 00951009
      When the ‘Use Primo Metadata Fields for Delivery‘ option was enabled, the Alma Viewer did not display all of the values for the creators/contributors field and the values of a local field, although these fields were displayed in Primo VE. This was fixed.
    • October 2021 Resource Management SF: 00969623
      Integration Profile Z39.50 has "Enrich with Representations" = Yes, but shows a Representation which is not active.This was fixed.
    • October 2021 Resource Management SF: 00972272
      Downloading files in a sandbox environment failed, since the files were copied from the local bucket instead of the production bucket. This was fixed.
    • October 2021 Resource Management SF: 00978118
      Deleting representations with more than 1000 files did not work. This was fixed.
    • October 2021 Resource Management SF: 00946181 00966226 00923475
      In some cases, the ‘Holding OCLC Republish Set of Titles‘ job (launched from ‘Run a Job‘) appeared to finish successfully, although no records were actually processed. This was fixed.
    • October 2021 Resource Management SF: 00966113
      When converting a MARC21 BIB to UNIMARC by the publishing profile, the 035 tag‘s subfield '$$9' was removed from the published record. This was fixed.
    • October 2021 Resource Management SF: 00961244
      In collection members, the title listed DC records field ‘dcterms:alternative‘ was displayed instead of ‘dc:title‘. This was fixed.
    • October 2021 Resource Management SF: 00860853 00931676 00906355 00964898 00842130
      Three issues were resolved in this Jira, relevant for Ovid, Springer, and Elsevier:
      1) If two portfolios exist for the same bib record in the Upload Electronic Holdings job collection (with different URLs, for example), the warning in the Excel file would warn that two bib records were found, even though it was actually two portfolios for one bib. This error message has been updated. Here is an example of the new error: Multiple portfolios were found for identifier 1744-1609: 533860000000333028 (MMS: 991000000000021483), 534570000000001276 (MMS: 991000000000021483). It is advised to activate the correct portfolio directly from the Community Zone.
      2) If two titles from the vendor‘s file matched a single bib record in the Community Zone, duplicate portfolios would be created every time the job ran. This will no longer happen; from now on, the portfolio will now be activated only once.
      3) If two titles from the vendor‘s file matched a single bib record in the Community Zone that had two portfolios in the relevant collection (a combination of the first two scenarios), the Excel file would have one title saying that multiple MMS records were found, and the other title would say ‘No MMS found.‘ Both titles will now show the new warning message from Scenario 1.
    • October 2021 Resource Management SF: 00962279 00968926 00958428
      Text that included double quotes could be copied using select the text > mouse right-click > copy. This was fixed.
    • October 2021 Resource Management SF: 00922957 00794092 00840640 00955229
      Virtual browse did not display thumbnails, though records did have covers on full display (Google books Vs. Amazon). This was fixed. Virtual browse items now go through the same logic as normal records when searching for thumbnails.
    • October 2021 Resource Management SF: 00864616 00951889 00902387
      Digital holdings were not displayed correctly. This was fixed.
    • October 2021 Resource Management SF: 00900951 00935296
      Primo VE: Full text indexing was not working when the source was a Dublin Core record. This was fixed. Changed the DC field matching to use the correct ‘discovery‘ namespace and the correct local ## key in case the current matching doesn‘t work (failsafe in case it did work for certain cases).
    • October 2021 Resource Management SF: 00909581
      Primo VE - rendertron: Indexing error in Google Search Console was fixed. Upgraded Rendertron from version 0.1.5 to version 3.1.0 and added a config.json file with a timeout value of 15 seconds instead of 10 seconds.
    • October 2021 Resource Management SF: 00961863 00983168 00842430
      Display logic rules with restrictions for user groups did not work with guest users. This was fixed.
    • October 2021 Resource Management SF: 00981578
      Primo VE: DB, Browse and Journal searches contained the ""Expand"" button. This was fixed. The ""Expand"" button is hidden in DB search and Journal search.
    • October 2021 Resource Management SF: 00595698 00720385 00719541 00744972 00978453
      MARC21 OTB template of Books/Computer Files/Maps/Music, field 008 positions 7-11 had the year 2013. This was modified to the current year 2021.
    • October 2021 Resource Management SF: 00820714
      Hanzi to Pinyin task issue - brackets (??) and other characters were giving wrong pinyin transliterations. This was fixed.
    • October 2021 Resource Management SF: 00803303
      External Search from record in Hebrew opened in New Metadata Editor > ULI. When Title included slash, it prevents finding results. This was fixed. Now in case of metalib requests, all slashes in title, creator, subjects fields are removed. This fix is is controlled by customer parameter temp_remove_slash_metalib_search_resources.
    • October 2021 Resource Management SF: 00886710
      New Metadata Editor: Unable to cancel out the ‘Share with Network‘ action when matches were found. This was fixed. A ‘Cancel‘ option was added to the popup.
    • October 2021 Resource Management SF: 00942108 00886923
      New Metadata Editor: Search Resources panel did not close after import. This was fixed.
    • October 2021 Resource Management SF: 00972470 00963036
      New Metadata Editor: The promotional widget/page linked to a wrong online help page. This was fixed.
    • October 2021 Resource Management SF: 00938271 00966283 00970724 00964881 00966265 00963676 00975547 00976583 00972852 00967671 00942859 00971088 00968985 00963552 00974728
      New Metadata Editor: In long fields, the cursor location was not where text was added or deleted. This was fixed.
    • October 2021 Resource Management SF: 00970036
      New Metadata Editor: When the user was using the Holding form editor, the spinning wheel appeared and disappeared many times. This was fixed.
    • October 2021 Resource Management SF: 00963525
      New Metadata Editor: GND level was set to gnd2 per default when opening a GND record (authorities). This was fixed. From now on, the customer parameter use_record_cataloging_level_by_default allows external authorities as well to keep the current cataloging level.
    • October 2021 Resource Management SF: 00942590 00963520
      New Metadata Editor: In Firefox, when a user clicked on the dropdown list for cataloger level, the list only displayed part of the label. This was fixed.
    • October 2021 Resource Management SF: 00874256
      New Metadata Editor: Templates were not sorted alphabetically after adding them to the display configuration. This was fixed.
    • October 2021 Resource Management SF: 00954313
      KORMARC changed for BIB control field 008 if LDR position 06 was ‘w‘ ‘Rare books‘. This was fixed. New 008 control field definitions were added for KORMARC ‘Rare Books‘.
    • October 2021 Resource Management SF: 00934547
      The LDR of Holdings template for Continuing Resources had defects in it. This made the LDR tag incorrect. The was fixed.
    • October 2021 Resource Management SF: 00898001 00907893 00940908
      The authority headings update process did not remove the old authority headings because they had a different originating system. The process was fixed to remove the authority headings with the old originating system before creating the new ones. A data correction job should be run to remove any authority headings with incorrect originating system values.
    • October 2021 Resource Management SF: 00984925 00985323
      Repository Import Profile lost ability to indicate if item is in temporary location = yes. This issue works as expected and was closed. According to the import profile requirements, there is no option to define if an item should be in a temporary location or not - only the option to set both permanent and temporary locations.
    • October 2021 Resource Management SF: 00837521
      In the conversion from danMARC21 to MARC21, Field ($)082 first indicator was wrong. This was fixed. Now when crosswalking from danMARC21 to MARC21 for field 082, if the resulting MARC21 record has a value in $2, then the first indicator is set to 7. Otherwise, it is set to 0.
    • October 2021 Resource Management SF: 00937032
      Update Inventory > Fulfillment Note was not defined in the profile. Item’s Fulfillment Note was deleted as a result of the import. This was fixed.
    • October 2021 Resource Management SF: 00924773
      Wrong Material Type was displayed for Unimarc ebook records in Alma. This was fixed.
    • October 2021 Resource Management SF: 00652238
      Author number was not generated when author name included diacritics. This was fixed. Author number is now generated even if the input contains special characters. If a transliteration is defined by the customer, it will be used.
    • October 2021 Resource Management SF: 00890091
      When adding or modifying a 311 field in an existing record in SBN, the changes were not sent to SBN. This was fixed.
    • October 2021 Resource Management SF: 00903977
      SBN: Name Authorities: ‘See from heading‘ disappears when an authority record has been updated and contributed. This was fixed. The ‘Contribute to Central Catalog‘ functionality for SBN has been corrected to only create / link / unlink variant access point (4XX fields) and related access point (5XX fields) records when there is an actual change in the access point links in the authority record that needs to be communicated to SBN.
    • October 2021 Resource Management SF: 00947638
      Adding one of the fields: 701/ 702/ 711/ 712 to a TU record did not work. This was fixed.
    • October 2021 Resource Management SF: 00867145
      When adding or modifying a 312 in an existing record in SBN, the changes were not sent to SBN. This was fixed.
    • October 2021 Resource Management SF: 00934899 00934965 00935084 00935220 00935282 00935939 00920860
      URM-149455Previously in Alma, some CDI fields selected in Customize View were not displayed in the Electronic Collection search results. This functionality has been resolved and the search results view is customized to show all available and selected fields in the CDI tab of the Electronic Collection.
    • October 2021 Analytics SF: 00871250 00975689 00952308 00889875 00663631 00700798 00795218 00930143 00921271 00954964
      The Item Policy field (Physical Items > Physical Item Details) displayed a value of UNKNOWN instead of the correct value. This was fixed.
    • October 2021 Analytics SF: 00893357
      An analytics scheduled report email contains no data. This was fixed.
    • October 2021 Analytics SF: 00920187
      Fields from the Physical Items dimension were visible in the Purchase subject area when using a search. This was fixed.
    • October 2021 Analytics SF: 00944125
      The possible values for E-Inventory > Column Vendor Interface > Available was 0 and 1. This was changed to ‘Yes‘ and ‘No‘.
    • October 2021 Analytics SF: 00943542
      When a bibliographic record is deleted, the value of the Rep Lifecycle field was still Active. This was fixed.
    • October 2021 Analytics SF: 00930662
      Renewals in the Borrowing Requests SA were being counted incorrectly. This was fixed.
    • October 2021 Analytics SF: 00964513
      Adding the Bibliographic Details > Place of publication - Country field to a report produces incorrect results. This was fixed.
    • October 2021 Analytics SF: 00964298
      The value of the Author field was truncated to 250 characters. This was fixed.
    • October 2021 Analytics SF: 00926132 00958452
      The Full Inventory Indexing Job changed the value of the Holdings Record Creation Date and the Holdings Record Modification Date fields (Physical Items > Holding Details) to be incorrect. This was fixed.
    • October 2021 Analytics SF: 00978064
      The values in the Users > Address field consist only of preferred address values and not all address values. This was fixed.
    • October 2021 API SF: 00903025
      Wrong error message when creating or updating a RS partner via API. The error message was fixed.
    • October 2021 API SF: 00980657
      The ‘Retrieve a list of Integration Profiles‘ API failed when the ‘Mail Handling‘ profile was configured. This was fixed.
    • October 2021 API SF: 00912192
      When using the REST API to pay for multiple fines/fees owned by different libraries, the receiving library was the same for all. This was fixed.
    • August 2021 Acquisitions SF: 00757262 00816764 URM-122654
      Query to Requester, Letter not attached to User Record. This was fixed.
    • August 2021 Acquisitions SF: 847138 URM-135196
      The title for Purchase request was taken from the DC record. Now if the bibliographic record exists, the title will be taken from the display section where it contains the full title.
    • August 2021 Acquisitions SF: 00921373 URM-146016
      The creation date and modification date were exported in String format. This was fixed to be exported in date format.
    • August 2021 Acquisitions SF: 00898120 URM-146955
      The recalculate encumbrance job didn‘t update the dis-encumbrance in some cases. This was fixed.
    • August 2021 Acquisitions SF: 00961351 URM-153951
      There was a typo in the description of the Trail Letter (Acquistions Department). This was fixed.
    • August 2021 Acquisitions SF: 963493 URM-154758
      CZ/NZ/IZ Icons in PO Line details was not visible. This was fixed.
    • August 2021 Acquisitions SF: 00904716
      EDI file names are not assigned unique names which can cause the file names to be overwritten. This was fixed. This fix handles Standard naming convention only.
      - With the fix in June, the file name included the milli seconds INSTEAD of the date.
      - After the fix in August, the file name will have the milliseconds in ADDITION to the date.
    • August 2021 Acquisitions SF: 00914419 URM-148224
      A new label with code 310159 for customizing "Please sign-in in order to enable purchase request service" was added to the Discovery Interface Labels table.
    • August 2021 Acquisitions SF: 00847557 URM-132488
      When PO Line is not fully funded, trying to renew it will display an error message. This was fixed
    • August 2021 Acquisitions SF: 885071 URM-142881
      E-Activation Task created upon sending order that was imported via EOD where New Order import profile has ‘Do not create electronic activation task‘ checkbox ticked. This was fixed.
    • August 2021 Acquisitions SF: 00926026 URM-149463
      When creating Purchase Request for a user with status = DELETED (It is possible if the user is selected from the recently used records) Alma will display an error message ‘Requester is not found...‘. This was fixed.
    • August 2021 Acquisitions SF: 819267 URM-127874
      In invoice list, when sorting the list by Vendor, some of the records disappeared. This was fixed.
    • August 2021 Acquisitions SF: 00903503 00903069 00961311
      Claims Facets are incorrectly reset once a change is made to a PO Line. This was fixed.
    • August 2021 Acquisitions SF: 00788203 URM-121659
      Cancelling PDA program will deactivate the import profiles and the scheduled jobs for them. This was fixed.
    • August 2021 Acquisitions SF: 00936673 00883444 00855819 00944379 00835020 00915789 00945587 00880988 00922269 00918660 00915560 00926293 00948276 00912595 00918645 00931781 00922641 00959236 00913740 00910070 00896168 00905854 00917777 00919706 00962671
      Sushi Harvesting job not harvesting automatically. This was fixed.
    • August 2021 Acquisitions SF: 00943927 00949099
      DARA‘s ‘High Request Load‘ recommendation is now available also for ‘Purchase request operator‘ and ‘Purchase request manager‘.
    • August 2021 Acquisitions SF: 00892250
      When license is in use, the label in ‘Discovery Interface Labels customize’ table was not updated. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00942230 URM-152413
      An error was encountered when trying to access Rota Templates. This happens after the Scope column was selected for sort. This was fixed, the sort for Scope was removed since it is not supported.
    • August 2021 Administration and Infrastructure SF: 00954749 URM-153995
      Searching users by phone number used to return inaccurate results due to indexing issue with SIS process. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00856445 URM-132844
      Some document files were not displayed in the New Alma viewer. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00960668 00942290 00936452 00955194 00948784
      The full display of a brief record appeared empty in the Quick Access view. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00946747 00938681
      When signing out from the Deposit link, users were redirected incorrectly to an irrelevant URL. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00957528 00939388
      When Primo VE customers accessed the deposit direct link, they would be directed to the Deposit UI with the AlmaGeneralView vid. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00909122 URM-147895
      The Arabic semicolon broke the linking to the authority record. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00965610 00965810
      Previously, the volume metadata for book chapter requests did not transfer from RapidILL to Alma. This was fixed.
    • August 2021 Administration and Infrastructure SF: 00954817 00962921
      Hidden User Roles no longer being displayed in Analytics. This was fixed.
    • August 2021 Analytics SF: 00871250 00952308 00889875 00663631 00700798 00795218 00930143 00921271 00954964
      The Item Policy field (Physical Items > Physical Item Details) displayed a value of UNKNOWN instead of the correct value. This was fixed.
    • August 2021 Analytics SF: 00913246 00910503
      The Electronic Material Type field (E-Inventory > Portfolio) is not updated with information from Alma. This was fixed.
    • August 2021 Analytics SF: 00911000
      Adding a logo image to a report did not work properly. This was fixed.
    • August 2021 API SF: 00908709 URM-145131
      Customer cannot perform two subsequent returns. This was fixed.
    • August 2021 API SF: 00934710 URM-149565
      The Update Electronic Service API, when in Group-Settings ‘Proxy enabled‘ is ‘Resource Default‘, the API failed and deleted the Group-Setting. This was fixed.
    • August 2021 API SF: 00920172 URM-151421
      The Get-Lending-Requests API when used with the ‘lang‘ parameter, returned no results. This was fixed.
    • August 2021 Fulfillment SF: 00928852 00929028
      Previously, when items are available in different locations within the same library and multiple requests are placed, in Pick from shelf list, the requests are assigned to only one item location. This was fixed.
    • August 2021 Fulfillment SF: 00941694 00935908 00949545 00942260
      The library filter of manage in process items page for non acquisition departments was wrong. This was fixed.
    • August 2021 Fulfillment SF: 00945162 URM-153046
      Previously, comments containing quotation marks did not save. This was fixed.
    • August 2021 Fulfillment SF: 00875781 URM-146674
      Performance issues with the library deletion process. This was fixed.
    • August 2021 Fulfillment SF: 00936491 00934042
      Previously, request was created with status ‘FAIL_TO_MATCH_ITEM‘ due to simultaneous access to the same record/item. Now, recalculation brings these requests back to the track.
    • August 2021 Fulfillment SF: 00964907 URM-154753
      Cancellation notices cannot be sent to requesting staff via email when a work order request is cancelled. Now, the Notify Users checkbox in the cancel requests popup is displayed for all request types.
    • August 2021 Fulfillment - Resource Sharing SF: 00945291 00936973
      Resource Sharing Shipping Slip Letter was missing the item information for a lending request with multiple barcodes. This was fixed.
    • August 2021 Fulfillment - Resource Sharing SF: 00942076 URM-153269
      Resource Sharing Lending Requests Task List: When opening the Physical Drawer, the ‘Items of Related Records‘ link is displayed, but when clicking it, an error message is displayed and there are no results. This has been corrected, now the ‘Items of Related Records‘ link is not displayed.
    • August 2021 Fulfillment - Resource Sharing SF: 00943501 URM-153369
      A search in Borrowing/Lending task lists with phrase ‘pattern‘ would fail because it is a reserved word in the indexer. This was fixed.
    • August 2021 Resource Management SF: 00873634 URM-138527
      Changing the date range for Reminders and then clicking Enter, resulted in returning to the previous page. This was fixed.
    • August 2021 Resource Management SF: 00951020 URM-152706
      Holdings Management: When relinking holding with over 1000 items, the relink operation failed. This was fixed.
    • August 2021 Resource Management SF: 00696528 URM-152840
      Analytics: Physical Items fields ‘Public Note‘ and ‘Fulfillment Note‘ were limited to 400 characters. They are now expanded to 4,000 characters.
    • August 2021 Resource Management SF: 00928196 URM-153050
      Physical Item Editor: When editing a physical item and changing its process type, the save fails for items belonging to a holdings record having more than 1,000 items. This was fixed.
    • August 2021 Resource Management SF: 00961583 URM-154073
      Repository Search: Selecting over 1000 items in the Physical Items search and performing 'Run A Job' operation caused an error. This was fixed.
    • August 2021 Resource Management SF: 00880241 00900514 00875863
      When activating portfolio only PO Lines when the status is ‘sent‘, are moved to the next status.
    • August 2021 Resource Management SF: 953266 URM-149076
      Finding a Network Zone record with portfolio using the ‘combined search‘ results in an error when clicking on Electronic tab > View. This was fixed.
    • August 2021 Resource Management SF: 931059 URM-149594
      The definition ‘Display closely related records holdings‘ did not work when location sorting was enabled. This was fixed.
    • August 2021 Resource Management SF: 00922805 URM-149763
      Group setting embargoes appeared as 'Available' instead of 'Not Available' in some contexts because the operator variable wasn‘t set correctly. This was fixed.
    • August 2021 Resource Management SF: 00935765 URM-154061
      In staff search results (Electronic results, Collection results, Portfolio results), the ISBN field was taken from 776 in some cases. This was fixed.
    • August 2021 Resource Management SF: 00950957 URM-151873
      Some jp2 files in Jpx format failed to process and display in Alma. This was fixed.
    • August 2021 Resource Management SF: 952056 URM-152216
      Full-text generation failed for some files. This was fixed.
    • August 2021 Resource Management SF: 00939228 URM-152430
      When adding a representation to a digital title and selecting a Library or Access Rights from the Recent list, the selections were not retained. This was fixed.
    • August 2021 Resource Management SF: 955586 URM-152498
      Some docx files did not display in the new and classic Alma viewer. This was fixed.
    • August 2021 Resource Management SF: 00584628 00894287
      Publishing Information: for sporadic records, publishing history could not be created. This was fixed.
    • August 2021 Resource Management SF: 00902359 URM-146066
      Sometimes a published bibliographic field was not enriched with authority data, when the bibliographic and authority field have the same tag. This has been fixed.
    • August 2021 Resource Management SF: 00951418 URM-152121
      General Publishing job report: There was a discrepancy between the total for Records Processed and the number of records displayed in the report counters section. This was fixed.
    • August 2021 Resource Management SF: 00927442 URM-149717
      Repository Search: The Language facet showed code rather than description for ISO 639-1 language. This was fixed.
    • August 2021 Resource Management SF: 00854277 URM-135236
      Search result on ‘Tag Suppressed (Title)‘ and ‘Tag Sync External Catalog‘ give incorrect results. This was fixed.
    • August 2021 Resource Management SF: 00883681 URM-151734
      Repository Search: The series information is displayed in reversed order If the record has more than 1,490 fields. This was fixed.
    • August 2021 Resource Management SF: 00928870 URM-148052
      The GetIt took a very long time to load the list of items when the user was signed in if the record was a serial title that had many items with the same description. This was fixed.
    • August 2021 Resource Management SF: 00939839 00931783 00814507 00888964
      Bx recommendation services weren‘t filtered by date coverage in Primo VE. This was fixed.
    • August 2021 Resource Management SF: 00868686 URM-141157
      Home and work addresses weren‘t shown in user requests list as a pickup location in My Account. This was fixed.
    • August 2021 Resource Management SF: 00871595 00943256 00935752 00851226 00932229
      Item level general electronic services weren‘t filtered by display logic rules. This was fixed.
    • August 2021 Resource Management SF: 00911593 URM-147004
      Local field labels appeared as codes in basic pre-filters se