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    May 2023 Feature Release Highlights


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    idea exchange - green.pngIdea Exchange - Edit Invoice Lines on Closed Invoices

    Users with the relevant role are now able to to edit invoice line/s associated with a 'closed invoice'.

    Impact-Logo_small.png Editing information for Invoice lines associated with closed invoice allows staff to handle needed data corrections caused by manual errors.
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    Alma Integration with InCites

    The Alma Collection Report in InCites is intended to help institutions get insights about their holdings regarding publication types, research areas, usage, and publication model trends. Data shared from Alma is used exclusively to generate this report for institutions using Alma and is not shared with other Clarivate products or services.

    For more information on how to share your data with Web of Science, see the Developers Network blog regarding the Journal Citation Reports (JCR) Cloud App.

    Sunset of the Classic Metadata Editor
    After many years of service, the Classic Metadata Editor has been retired, and all work will continue in the new and improved Metadata Editor. 
    Impact-Logo_small.png Catalogers are already benefiting from the many new features available in the new MD Editor.
    Personalized Quick Links in the New Metadata Editor
     It is now possible to create single-click shortcuts to your most commonly used (favorite) actions in the MD Editor. The first actions also have a dedicated keyboard shortcut.
    Impact-Logo_small.png This allows each cataloger to customize the editor to suit their workflows and needs, increasing efficiency and ease of work in the MD Editor.
    New View Items Workflow in the New Metadata Editor
    A new action, "View Items", has been added to the "View Related Data" menu, to easily navigate to the items list of the holdings record being edited.
    Impact-Logo_small.png This is especially useful when cataloging a holdings record, and will increase the efficiency of cataloging physical resources.
    New in Alma: Bibliographic Rank

    Alma now evaluates the completeness and richness of MARC 21 bibliographic records, based on such information as including identifiers, names, subjects, informative LDR and 008 fields, publication details, etc.

    In order to help libraries identify records that may need attention, a new titles search option has been added, allowing staff to search titles by range of the new Bibliographic Rank. 

    Impact-Logo_small.pngThe new Bibliographic Rank provides a helpful tool for libraries to identify records that may need attention. It is displayed in the record view and in the MDE.

    Up until now Overlap Analysis focused on the overlap and analysis of electronic resources. With the May Release, the tool has been enhanced to compare and analyze physical titles. Staff now have the ability to upload a list of titles and compare it with the institution’s Electronic and Physical holdings (or both).

    Impact-Logo_small.png This will allow the institution to make informative decisions regarding titles/collections that they own or would like to purchase and as a result, potentially help the institution manage their financial budget expenses/savings.

    Community Update Task List - New Indication 

    Prior to the May Release the Community Zone's (CZ) planned activities such as deletion of an electronic collection was communicated in advance to Alma customers via the Community Zone Release Notes.

    With the May release the Community Zone update Task List now indicates the changes that are made to the CZ collection's management level. Additionally, there is a new "Management Level in Community Zone" search index under "E collection". 

    Impact-Logo_small.png Users are able to see the planned changes to CZ content, allowing institutions to prepare in advance for any potential change that might have an impact on the institution’s electronic CZ linked inventory.

    New and Generic Physical Material Types  

    New physical material types options are now available in Alma, including generic material types that libraries can configure as needed.

    Impact-Logo_small.png Configuring generic types is especially useful for libraries that have unique materials (e.g. medical libraries that circulate anatomical models). 

    NERS2.png NERS Development - New Options for Index Searching

    It is now possible to run more "Not Equals" and "Not Contains" searches in the titles, inventory & authority searches, allowing for more powerful and detailed searches in the catalog.

    Impact-Logo_small.png Users are able to create more specific searches.

    Fulfillment Banner.pngRequest Anonymization 

    It is now possible to configure the fulfillment anonymization process to remove notes, in addition to removing patron information. 

    Impact-Logo_small.png This helps ensure that private information does not remain in requests,loans and fee notes.

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    idea exchange - green.pngIdea Exchange - Unused Labels Automatically Removed

    Unused labels are automatically removed in resource sharing task lists

    Impact-Logo_small.pngThis enables managing a cleaner list of labels, with only the labels that are actually in use.

    NERS2.png NERS Development - New 'Ready to be Sent' Links in Tasks Widget

    The Borrowing Requests section of the Tasks Widget has new links to 'Ready to be Sent' Requests.

    Impact-Logo_small.png This allows for quick access to requests in this status, a status that requires manual handling by library staff. It also gives a clear understanding of how many requests are in this status.

    New Configurable Fields in Requests Lists 

    A list of fields has been added to the displayable fields in both the borrowing request task list and the lending request task list.Staff can use the customize record option to add these fields to the task list.

    Impact-Logo_small.png This improves visibility for important request fields.

    Sunset of the Classic Resource Sharing UI

    The New Layout of Alma task lists is now the only available interface for the Borrowing Requests and the Lending Requests task lists. 

    Impact-Logo_small.png The new resource sharing UI offers a much improved user experience.

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    Detailed Descriptions for Menu Items

    A new feature has been added to the Alma menus allowing users to hover over a menu item. Before clicking the link the user can read its short description in the lower part of the menu called "Additional Information".

    This feature can be easily switched on or off. 

    Impact-Logo_small.png Improved clarity and ease of use of the Alma menu.  

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    Library Independence in Analytics

    With this new feature it is now possible to have one analytics report which will filter by different libraries per staff user.

    Impact-Logo_small.png This is useful for institutions where each library in the institution is a completely independent entity and staff users are allowed to see data only from their "own" libraries or certain libraries.

    New Analytics UI: Menu Entries Support Alma Menu Quick Links

    The new Analytics UI menu now includes all customization capabilities including adding entries as quick links. In addition, its structure has changed slightly to allow more space for “Favorite reports.”

    Impact-Logo_small.png Users now have a more personalized Analytics menu. 


    Due to customer requests to extend the “learning period” for the new analytics user interface, phase 1 allowing users to individually switch on the new interface will be extended in the May release and will continue until August 2023.

    Phase 2 will start with the August 2023 release, defaulting to the new user interface but allowing users to individually switch to the old UI.

    In November we plan to move to phase 3 enabling only the new user interface and sunsetting the classic user interface.

    This schedule may change according to feedback from the community.

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