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    Ziv Alma Scratch 202202

    (URM-149354) Enhancements to the PO Line Pricing Section

    February 2022 Acquisitions idea exchange Idea ExchangeURM-149354

    Two new elements were added to the PO line's Pricing section:

    1. Update Net Price according to item quantity (relevant only for physical PO lines) checkbox reflects the number of ordered items within the Quantity for pricing field. When the checkbox is enabled, the Quantity for pricing amount is updated automatically once the user adds/removes items, and as a result, the Net Price field is also updated.
      The Update Net Price according to item quantity checkbox is enabled by default when creating new PO lines. If you want to disable this checkbox by default for newly created PO lines, go to; Configuration menu > Acquisitions > Other Settings and customize the po_line_quantity_updated_with_items_number parameter and set it to False.

      PO lines created via EOD/API do not have the new checkbox enabled by default.

      ACQ1_Feb2022.png

      PO Line Pricing Section
      When creating a new PO line using a template, the Automatically update price to quantity of item(s) checkbox is enabled by default.
    1. Discount (amount) field - this field enables users to insert a specific discount amount which is automatically calculated and reflected in the Discount (%) field.
      Alma always looks at the Discount (%) field in order to reflect the actual Net Price. When a user populates the Discount (amount) field, a 0.01 difference between the net price and the list price may occur.

    (URM-21522) TBD

    February 2022 Acquisitions idea exchange Idea ExchangeURM-21522

    05.01.22 - Sent email to Noam to consider merging URM-149354 and URM-21522 since they refer to similar funtionalities

    05.01.22 - Noam agreed w/ Ziv - this story similar to URM-149354. This story is to be deleted from Feb RN.

    (URM-153488) Record IP Addresses for Failed Alma Logins

    February 2022 API URM-153488

    Institutions can now use an API to generate a report that indicates the IP addresses for users that failed to login to Alma.

    Failed login will register only when the password is internal (in ExLibris IdP).

    For more information, see: Retrieve Staff Login Report in the Developer Network.

    (URM-163096) Portfolio Loader Support for KBART Format

    February 2022 Resource ManagementURM-163096

    Alma Portfolio Loader now supports using KBART format files for electronic resource management of electronic collection portfolios (in addition to the existing Alma Proprietary format).

    (URM-159395) Flexible Customer Scheduling

    February 2022 Resource ManagementURM-159395

    Enhancements to Alma's job scheduling capabilities now enable users with more scheduling options. The options, handled by the E-Holding job, decrease the load on the vendor's API/FTP resulting in faster processing.

    NOTE TO ITAI V - is there a list of the added scheduling options? Screen Cap? Not much info in JIRA. 

    (URM-154582) Fulfillment Library Independence

    February 2022 FulfillmentURM-154582

    Fulfillment Library Independence supports better separation of private fulfillment data between multiple libraries that are grouped in an Alma institution, for instance:

    • Small Universities or other organizations that are grouped into a single Alma institution
    • Independent colleges that are part of a single institution
    • Institutions that are organized as independent campuses

    Maintaining a single Alma institution but still enabling greater independence of the libraries correctly balances the requirement for a single Alma institution with the need of the libraries to maintain their independence. The Fulfillment Library Independence enables separating fulfillment activities in one of two models:

    1. The Full Fulfillment Independence Model
      This model restricts fulfillment data access at the highest degree, enabling access to patrons’ fulfillment activity only to staff with required roles in the owning library of the resource.
    2. The Partial Fulfillment Independence Model
      This model balances the patrons’ privacy with giving them the best service experience. It is similar to the Full model in all aspects, except that it gives more liberal access to the pickup library’s staff, as they are the ones who are in direct contact with the patron and need access to the relevant fulfillment data in order to provide better services.

    For more information, see Fulfillment Library Independence.

    (URM-162828) Warehouse Management System Integration

    February 2022 FulfillmentURM-162828

    Remove this story - as per Lili (10.01.22) and Moshe confirmed (11.01.22)

    Alma now integrates with the new remote storage management system used by the Nor National Library. This integration enables patron and library placed requests to seamlessly be fulfilled by resources managed by the national library's remote storage system. Alma automatically communicates with the new national library system for requesting an item and for returning it back to the storage. This is based on an API endpoint in Alma that enables this communication as per the system's specifications.

    (URM-155142) Resource Sharing Enhancements - Move to SOLR

    February 2022 Fulfillment-Resource Sharing idea exchange Idea Exchange URM-155142

    Remove this story - as per Lili (10.01.22)

    The move to SOLR greatly enhances the search capabilities for Alma's resource sharing functionality. The enhancement displays completed resource sharing requests without having to enter a search term. The links to the resource sharing borrowing and lending task lists now use SOLR indexing which substantially improves performance.

    The following customer parameter controls the use of the enhanced SOLR lists:

    parameter: temp_enable_rs_solr_lists

    parameter value: False (default value)

    To enable working with the SOLR lists for Alma resource sharing, change the parameter value to True.

    (URM-112997) Job Category Added as Input Parameter for Borrowing Resource Sharing Rule

    February 2022 Fulfillment-Resource Sharing idea exchange Idea Exchange URM-112997

    Alma has enhanced its borrowing resource sharing rules to include Job Category. When adding a fulfillment rule of type Borrowing Resource Sharing, the input parameter options include Request Format, Resource Sharing Partner, User Group, and Job Category. Previously, resource sharing requests could not use the same kind of identifying data in the patron record as was possible for local requests. The enhancement enables the same pickup and delivery options for both locally held items and for resource sharing requested items.

    FRS_1.2_Feb2022.png

    Input Parameters - Resource Sharing Fulfillment Units

    Job Category is taken into account when calculating the borrowing request Terms of Use (TOUs). When calculating if a user can place a resource sharing request (in all channels, including Alma and primo / VE Get It or blank form), both user group and job category are inspected.

     

    All places that check the terms for a borrowing request, at any point in the request's lifecycle (receive fee, renew fee, limits, and so forth), take the user's job category into account.

    ----------------------------------------

    Template

    (URM-XXXXXX) TBD

    February 2022 Acquisitions URM-XXXXXX

    TEXT

    (URM-XXXXXX) TBD

    February 2022 API URM-XXXXXX

    TEXT

    TBD - Get updates from Ori M --> For more information, see: https://developers.exlibrisgroup.com/blog/working-with-api-restriction-profiles/ in the Developer Network.

    (URM-XXXXXX) TBD

    February 2022 Fulfillment-Resource Sharing URM-XXXXXX

    TEXT.

    (URM-XXXXXX) TBD

    February 2022 Fulfillment idea exchange Idea ExchangeURM-XXXXXX

    Text.

    (URM-XXXXXX) TBD

    February 2022 Resource Management idea exchange Idea ExchangeURM-XXXXXX

    Text.

    (URM-XXXXXX) TBD

    February 2022 Administration and Infrastructure idea exchange Idea ExchangeURM-XXXXXX

    Text.

    (URM-XXXXXX) Cloud App: TBD

    February 2022 Cloud Apps URM-XXXXXX

    TEXT

    This application is available as a Cloud App. It can be installed in your Alma instance. For more information on Cloud Apps, see the Online Help.

    ~~~~~~~~~~~~~

    Additional Enhancements

    • February 2022 Fulfillment SF: 00976566
      (URM-161394) TEXT.
    • February 2022 Resource Management SF: 00877677
      (URM-139422) TBD - All instances in the Alma UI that refer to "Full text active in CDI only" have been changed to "CDI-only full text activation".
    • February 2022 Fulfillment URM-XXXXXX
      (URM-XXXXXX) Text.

    List of Resolved Issues

    • February 2022 Acquisitions SF: XXXXXXXX
      (URM-161254) TEXT
    • February 2022 Administration and Infrastructure SF: XXXXXXXX
      (URM-156097) TEXT
    • February 2022 Fulfillment SF: XXXXXXXX
      (URM-162403) TEXT
    • February 2022 Consortial Patron SF: 00915555
      (URM-XXXXXX) TEXT.

     

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