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    Alma 2024 Release Notes

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    Upcoming Issues to Note

    Updated Documentation for Analytics Tables

    As part of an ongoing project and in alignment with the Analytics Community of Practice, Ex Libris is currently enriching the documentation of several analytics field tables each month with additional information. This initiative aims to assist and support users in comprehending how our Alma data is presented within the realm of Analytics fields. For this month, the following tables within the Funds Expenditure subject area have been updated:

    Discontinuation of Support for Alma Mobile Version 1

    Starting with the April release, support for Alma Mobile Version 1 will be discontinued.

    Action Required: To ensure a seamless transition and continued access to the latest features, we recommend that you delete the original "Alma Mobile" app from your devices. Instead, we encourage you to install the new and improved "Alma Mobile 2" by following the links below:

     

    Upcoming Issues to Note

    Discontinuation of Support for Alma Mobile Version 1

    Starting with the April release, support for Alma Mobile Version 1 will be discontinued.

    Action Required: To ensure a seamless transition and continued access to the latest features, we recommend that you delete the original "Alma Mobile" app from your devices. Instead, we encourage you to install the new and improved "Alma Mobile 2" by following the links below:

    Updated Documentation for Analytics Tables

    As part of an ongoing project and in alignment with the Analytics Community of Practice, Ex Libris is currently enriching the documentation of several analytics field tables each month with additional information. This initiative aims to assist and support users in comprehending how our Alma data is presented within the realm of Analytics fields. For this month, the following tables within the Funds Expenditure subject area have been updated:

    Upcoming Issues to Note

    Prediction Patterns Update

    During December, we identified and fixed an issue with prediction patterns, where opening over 50 predicted items for the same holdings record (e.g. weekly or daily publications) sometimes created items with wrong chronology and enumeration. We have identified all potentially affected institutions and will contact them in the upcoming weeks to ensure any impact of this issue is handled.

    Updated Documentation for Analytics Tables

    As part of an ongoing project and in alignment with the Analytics Community of Practice, Ex Libris is currently enriching the documentation of several analytics field tables each month with additional information. This initiative aims to assist and support users in comprehending how our Alma data is presented within the realm of Analytics fields. For this month, the following tables within the Funds Expenditure subject area have been updated:

    Main Features

    Loan Measures Dimension Added to Physical Items Subject Area

    March 2024 Analytics and Insights URM-211946

    The Loan Measures dimension was added to the Physical Items subject area. It contains measure fields that display the number of loans per item that were made either in the past two, three, four, five, or more than five years ago for either in house, not in house, or total loans.

    For more information, see Loan Measures.

     

    Lending Requests Returned to Temporary Location

    February 2024 Fulfillment and Resource Sharing URM-159646

    Items that are shipped for fulfilling a resource sharing lending request are moved to a temporary location. If, before shipping, the item was already in a temporary location then, when returned, the item would revert back to the permanent location (instead of the previous temporary location). Now, the item will revert back to the previous temporary location.

    Temporary Location.

    Temporary Location

    For more information see Temporary Location Information.

    Hold Shelf Policy for Resource Sharing Requests

    February 2024 Fulfillment and Resource Sharing  idea exchange Idea Exchange URM-93313

    To prevent items from sitting on hold shelves for extended periods of time, Alma now enables you to configure if the maximum time for an item to remain on a hold shelf before being returned to the lending library should be based on:

    • Due Date for the request
    • Circulation Desk Hold Shelf Expiration Time

    Held Until.

    Held Until

    For more information see Managing the Hold Shelf.

    Display User's Loan Due Date in Borrowing Request Page

    February 2024 Fulfillment and Resource Sharing   NERS NERS Enhancement (ID #8125) URM-191486

    You can now display the Due Date of the loan associated with the borrowing request.

    Loan due date.

    Loan due date on Borrowing Request

    You can configure this in the Records Customization page.

    Due Date Column in Record Customization.

    Records Customization Page

    For more information see Customizing the Record Display.

    Sort Lending Resource Sharing Requests by Location

    February 2024 Fulfillment and Resource Sharing URM-203325

    To efficiently organize your lending requests, you can now sort lending requests by location. After selecting Sort by: Shelving Location, when printing pickup slips, the pickup slips are printed in order by shelving location.

    Shelving location.

    Shelving Location

    This is only relevant for requests that have not yet shipped.

    For more information about working with lending requests see Managing Lending Requests.

    Support for Visiting Patrons Functionality Using the Inn-Reach D2IR API

    February 2024 Fulfillment and Resource Sharing URM-198254

    It is now possible to integrate Alma with Inn-Reach using version 3 of the D2IR API. This will enable using Alma and Inn-Reach in an integrated manner for supporting the Visiting Patrons workflow, in addition to the classic resource sharing requesting workflow.

    Visiting Patron Checkout.

    Visiting Patron Checkout

    For more information see InnReach API Implementation Guide.

    Support Pickup Location for InnReach Requests

    February 2024 Fulfillment and Resource Sharing URM-202218

    Alma now supports Pickup Location for InnReach requests. When a new borrowing request is created via the D2IR V3 call, the pickupLocation element is parsed. The information is used to identify the requested Alma pickup location. The location reported by InnReach must be a valid Alma location.

    If there is no match to an existing location then the default pickup location of the owning Resource Sharing library is used (as is the case today).

    For more information see InnReach API Implementation Guide.

    Borrowing Task List — Print Slip in Bulk

    February 2024 Fulfillment and Resource Sharing  idea exchange Idea Exchange-203318

    The Print Slip bulk action enables the library staff to reprint received or returned slips in bulk. When multiple borrowing requests are selected, selecting Print Slip reprints all the slips.

    Print slip.

    Print Slip

    For requests that were not received, no print slip is printed. For requests that were received but not yet returned, the Resource Sharing Receive Slip Letter is printed. For requests that were returned, the Resource Sharing Return Slip Letter is printed. When multiple items are selected, all slips that were received/returned are printed and a message appears indicating which slips were printed successfully and which slips could not be printed.

    Statuses for print slips.

    Statuses for Print Slips

    For more information see Managing Borrowing Requests.

    Dismiss/Activate Notes Action in Right Pane of Resource Sharing Task Lists

    February 2024 Fulfillment and Resource Sharing 

    URM-181532

    Both the borrowing and the lending resource sharing task lists now allow dismissing or activating notes from within the right pane of the task list. This makes it easier to manage the request notes without having to navigate to the full Edit form.

    Active notes toggle.

    Active notes toggle

    For more information about working with notes see Managing Notes

    Conditional Terms of Use for Digital Requests

    February 2024 Fulfillment and Resource Sharing 

    Lenders that provide a document delivery service can now indicate whether the supplied document can be made available to the patron in digital form, or whether the digital content requires manual handling by the borrowing staff, such as printing a physical copy that can be shared with the patron as a non-returnable physical copy. This new option enhances copyright control by enabling the lender to specify to the borrower that the document cannot be shared with the patron. As a lender, you can enable the relevant terms from Configuration > Fulfillment > Resource Sharing > Shipping Terms of Use. By default, only the NONE term is enabled.
     

    Shipping Terms of Use.

    Shipping Terms of Use

    When the message is received on the borrower side and a term of use is selected by the lender, an alert is added to the request indicating that the request has a loan condition. The received digital file is not automatically forwarded to the patron, and the borrower request remains in a Shipped Digitally status.

    Request has loan condition.

    Loan Condition Alert

    In addition, the Shipping Terms Of Use condition appears in the Request information on the right pane.

    Request Information with Shipping Terms of Use.

    Request Information

    For more information see Delivering Digitized Items Using the Document Delivery Page

    Resource Sharing Off Time Updates

    February 2024 Fulfillment and Resource Sharing URM-209399

    Previously, Rapid users needed to update both Alma and RapidILL when setting their library off times. Now, when the parameter rs_update_rapid_with_lending_offtime (Configuration > Fulfillment > General > Other Settings) is set to true (default false), when updating the resource sharing library's Inactive dates range in Alma (Configuration > General > Libraries > Add a Library or Edit Library Information > Summary tab > check Temporarily inactive for lending), the date range in RapidILL is automatically updated with the data configured in Alma.

    • The start date must be less than one year in the future.
    • The duration cannot be longer than 30 days.
    • Setting this configuration to true means that the configured inactive dates override the dates submitted using RapidILL webpages.
    • The temporarily inactive checkbox remains selected after the date range until it is manually deselected.
    The inactive dates range settings.
    Inactive dates range

    Linked Open Data Enrichment for IdRef Authorities

    February 2024 Linked Open Data idea exchange Idea ExchangeURM-203688

    The Linked Open Data enrichment process for bibliographic records that are linked to IdRef authorities now also generate URIs to the IdRef authority records. This enables libraries that work with IdRef authorities to benefit from their Linked Open Data capabilities. For more information, see Using Linked Open Data While Working with Bibliographic Records.

    Retrieval of LOD Enriched MARC Record

    February 2024 Linked Open Data URM-201791

    Retrieval of a MARC record with Linked Open Data enrichment is now supported using the Bib GET API

    Example of MARC record extracted from GET API with linked data enrichment.

    Example of MARC record extracted from GET API with Linked Open Data enrichment

    For more information see the Developer Network.

    BIBFRAME Records Are Now Supported in the SRU as a New Record Schema

    February 2024 Linked Open DataURM-209099

    The SRU protocol facilitates the search for a BIBFRAME instance, whether it is sought after as a BIBFRAME record or as a converted MARC record. Users can search for BIBFRAME records in the same manner as they do for other record types. BIBFRAME records seamlessly integrate into existing workflows and are treated as converted MARC records. This support for BIBFRAME enables the integration of Alma search with other automated systems, facilitating processes such as inter-library loan, copy cataloging, and selection.

    For more information, see: SRU documentation in the Ex Libris Developers Network.

    Read-Only Browse Bibliographic Headings Access

    February 2024 Metadata ManagementURM-198798

    Previously, only users with roles permitting work in the Metadata Editor could access Browse Bib Headings. Now, a read-only Browse Bib Headings is accessible to all users, much like the repository search feature, offering greater access to the library's repository. This enhancement proves beneficial for users seeking to view a list of records by title, author, or subject, even without precise search terms for retrieval.

    For more information, see Browsing Bibliographic Headings.

    Browse BIB Headings displaying both Authority and Bibliographic Records tabs

    Browse BIB Headings displaying both Authority and Bibliographic Records tabs

    Repository Import - Limit Match of Bibliographic Records to a Specific Electronic Collection

    February 2024 Metadata Management idea exchange Idea ExchangeURM-96415

    Alma now facilitates targeted matching of incoming repositories specifically to a chosen electronic collection and not the entire catalog. This ensures avoidance of multiple match events, enhancing data accuracy, and simplifying management processes.

    For more information, see Creating/Editing an Import Profile: Match Profile.

    Select an Electronic collection to match against option

    Select an Electronic collection to match against option in Match Profiles tab

    Option to Publish Entire Bibliographic Records Repository

    February 2024 Metadata ManagementURM-207520

    Institutions now can efficiently export the complete content of their bibliographic records through a newly introduced general publishing option. This enables users to customize pertinent publishing profiles that encompass the entire repository. This option is activated by a new checkbox, Publish the entire repository in the General Profile configuration page.

    This option is relevant only for bibliographic-level publishing.

    Publishing Profile Configuration page indicating the Publish the entire repository option

    Publish the entire repository option

    For more information, see Creating a General Publishing Profile.

    Filtering Holdings Sets Using Indication Rules

    February 2024 Metadata ManagementURM-176970

    Alma users can now apply indication rules to filter collections of holdings records either during the process of saving a holdings search or by utilizing the "Filter Set" feature on the Manage Sets page. Additionally, when generating indication rules through a form, it is now feasible to create rules based on the metadata of holdings records. This functionality proves especially beneficial for libraries aiming to refine their holdings sets using metadata not included in the search indexes.

    For more information, see Creating a Form-Based Indication Rule.

    Watch the Filter a Holding Set by Indication Rule video (1:48 mins).

    Exporting Bibliographic Rank in the General Publishing Profile

    February 2024 Metadata ManagementURM-189997

    Within the General Publishing Profile, there is now a feature allowing the inclusion of the Bibliographic Rank as part of bibliographic enrichment. To enable this, mark the "Add Management Information" checkbox, provide the repeatable field where you want the enrichment placed (if not already configured), and indicate the subfield for inclusion of the bibliographic rank.

    For more information on the bibliographic rank, see Bibliographic Ranking in Metadata Editor.

    For more information on the general publishing profile, see Publishing and Inventory Enrichment (General Publishing).

    General Publishing Profile - Add Management Information - Bibliographic Rank

    General Publishing Profile - Add Management Information - Bibliographic Rank

    Deletion of Community Zone Originated Records

    February 2024 Metadata Management idea exchange Idea ExchangeURM-210338

    Previously, users were able to remove a Network Zone bibliographic record from their institution tab, given that the record is created within the network zone or has a "Held by" indication. However, deleting a record that originated from the community zone was not enabled. Users are now able to delete a Network Zone bibliographic record from the Institution/Network tab, even if the record has its origins in the Community Zone.

    For more information, see Deleting Bibliographic Records.

    New Save and Receive Action Added to Item Editor

    February 2024 Physical Resource Management    NERS NERS Enhancement (ID #6669)URM-206228

    A recently introduced functionality, the Save and Receive action, has been incorporated into the "Physical Item Editor" page in Alma. This action will be accessible under the following conditions:

    1. Users possessing Receiving Operator/Receiving Manager roles for the owning library of the Purchase Order (PO) line, and/or users with Receiving Operator/Receiving Manager roles for a library designated as "acquire for" the owning library of the PO line.

    2. When the "Receiving date" field is unfilled, and the "PO line" field is populated.

    This feature enables users to work on an item (in the Item Editor), save and receive the item in a single action. Upon selecting Save and Receive, a dialogue window is displayed enabling users to fill the receiving date and choose whether to keep in department.

    The department listed under "Currently At" directly impacts the ability to save and receive the item; an error occurs if the user is not in the correct department. Furthermore, the values shown in the "Next step" field within the dialogue window correspond to the "Currently At" department.

    Save and Receive item dialog window

    Save and Receive Item dialog window

    For more information, see Updating Item-Level Information.

    Configurable Physical Item Condition

    February 2024 Physical Resource Management idea exchange Idea ExchangeURM-208272

    Libraries now have the ability to customize the selection of physical conditions available for describing items in the physical item condition field. This feature proves beneficial for libraries seeking a more diverse range of terms to accurately depict the physical condition of their items.

    For more information, see Configuring Physical Item Condition.

    Watch the Physical Item Conditions video (1:15 mins).

    Pre Release Indication for Upcoming Community Zone Collections

    February 2024 Electronic Resource ManagementURM-209420

    This will be released gradually during March 2024.

    A new Pre Release indication is now displayed for Electronic Collections that are currently in the process of being added to the Community Zone by the Ex Libris content team. This proactive feature enables customers to stay informed about the most recent content additions, eliminating the necessity to contact Ex Libris or provider support teams for updates.

    • The Pre Release indicator only appears for Community Zone Electronic Collections.
    • For Electronic Collections that are Pre Release, all actions other than the "Portfolio list" are disabled.
    • All Community Zone Portfolios under "Pre Release Electronic collections" also have a "Pre Release" indication and will have their actions disabled.
    • Community Zone Titles that only have Pre Release portfolios associated with it also have the "Pre Release" indication and will have their actions disabled.

    Pre-Release Indication

    Pre Release Indication

    For more information, see Contributing to the Community Zone – Local Electronic Collections.

    Automatic Upload Electronic Holdings from Taylor & Francis (Journals)

    February 2024 Electronic Resource ManagementURM-208959

    Libraries can now easily update their holdings for Taylor & Francis Journals through the Automatic Upload of Electronic Holdings feature. When activated, this process automatically downloads a file with your holdings information from the Taylor & Francis platform in a standardized format, and then updates your holdings in the Taylor & Francis collection. This integration eliminates the need for manual updates when the Taylor & Francis side makes changes.

    Obtaining the token ID for the Journals integration will be available in the Taylor & Francis site from February 13.

    The following Community Zone collections should be activated in order to utilize the automated process for journals:

    • (Journals) - Taylor & Francis Current Content Access (Community Zone Collection ID = 611000000000002216)
    • All portfolios that are updated from the various upload electronic holdings integrations modify the portfolio as "Available".
    • All portfolios are activated from the Community Zone.
    • A portfolio that is not found in the Community Zone, will not be created locally. The job only activates matching portfolios from the Community Zone.

    Taylor and Francis Journal Collections Supported

    Taylor & Francis Journal Collections

    For more information, see Upload Electronic Holdings from Taylor and Francis.

    Collection-Level Access Model Setting

    February 2024 Electronic Resource Management idea exchange Idea ExchangeURM-209130

    Users now have the capability to establish an access model at the collection level, with all portfolios within that collection automatically adopting it. This functionality is especially advantageous for libraries employing auto-activated collections, ensuring that each new addition seamlessly inherits the access model.

    This empowers users to define and oversee access models at the collection level, promoting a consistent and efficient approach to portfolio discovery.

    For institutions that have the "Ebook Central Perpetual, DDA and Subscription Titles" Collection activated from the Community Zone and have the "Upload Electronic Holdings" integration enabled with "ProQuest Ebook Central", the new "Electronic Collection Access Model" field will be disabled.

    For more information, see Managing Electronic Resources.

    February 2024 Electronic Resource ManagementURM-49550

    The Overlap Analysis reports have been updated with the addition of two new columns:

    1. Link resolver usage (access)
    2. Link resolver usage (appearances)

    Overlap Analysis Reports with the two new columns displayed

    Overlap Analysis Report displaying the two new columns

    Dedicated columns have been incorporated into Electronic Portfolios within the report to showcase the Link Resolver usage of each portfolio. This data mirrors the information available in Alma analytics and can be accessed from the Alma UI under portfolio search results in the "Other details" section.

    The "Analysis information" tab in the Excel report generated through the overlap analysis has been improved to display usage range information, consistently covering the past 12 months.

    This enhanced information is valuable for librarians as it provides insights into the portfolio's usage, aiding in the assessment of its overall value.

    If a portfolio has no associated usage, irrespective of whether it is from the Community Zone or any other portfolio, the report will display N/A as the indication.

    Analysis information tab indicating the usage data

    Overlap Analysis Report > Analysis Information tab indicating  usage range

    For more information, see Overlap and Collection Analysis Reports.

    Master Usage Type Renamed to Primary

    February 2024 Digital Resource Management URM-206020

    As part of our continuous efforts to promote Diversity, Equity, and Inclusion and to remove any unintentional bias from our system, the digital representation Usage Type of Primary is now supported when using a CSV file to import the metadata for digital bibliographic records as well as in APIs and when using the SRU protocol. Note that Master is still a supported value for backward compatibility purposes.

    OAI MODS Now Supported for Remote Digital Repositories

    February 2024 Digital Resource Management idea exchange Idea Exchange URM-204771

    OAI MODS format is now supported for importing digital bibliographic records from remote digital repositories. To support this enhancement, the following changes were made:

    • When configuring a remote digital repository (Configuration > Resources > Record Import > Remote Digital Repositories), OAI MODS is now available as a format. Note that you must select Other for the remote system type for this option to be available:

      remote_diigital_repository_details.png

      Remote Digital Repository Details - Format MODS

      For more information, see Managing Remote Digital Repositories.

    • When configuring a digital import profile (Resources > Import > Manage Import Profiles) and selecting a remote digital repository instance with OAI MODS configured as the format, the Source format and Target format fields are filled in with OAI MODS:

      import_profile_details.png

      Import Profile Details for MODS Remote Repository

    Digital Viewer Now Supports ePub

    February 2024 Digital Resource Management idea exchange Idea Exchange URM-197712

    The Digital Viewer now supports the display of files in ePub format.

    Collection Type Now Changeable

    February 2024 Digital Resource Management URM-206360

    You can now change the collection type of a collection from logical to fixed-list and from fixed-list to logical. You can do this by selecting or clearing the Logical Collection checkbox when editing a collection. (Previously, this was non-editable.) When a logical collection is changed to a fixed-list one, the titles in the collection are changed to a fixed list and are no longer updated. When a fixed-list collection is changed to a logical one, you must add a logical set to the collection. A job updates the titles of the collection according to the set.

    If you change a collection to logical, but you do not add a logical set, the existing titles in the collection will be removed, and no new titles will be added.

    For more information on Collections, see Managing Collections.

    Update Record Identifier with MMSID Task for MODS Now Available

    February 2024 Digital Resource Management URM-206477
    The new Update Record Identifier with MMSID normalization task is now available to add to processes for the MODS metadata schema (Resources > Cataloging > Metadata Configuration > MODS > Add Process > Add Task):

    update_record_identifier_with_MMSID.png

    Update Record Identifier with MMSID Normalization Task

    The task updates the recordIdentifier element with the Alma MMS ID.

    When adding this task to a process, an option is available to record the change in the recordinfoNote element under the recordIdentifier element.

    record_change_in_a_recordIdentifier_element.png

    Record Change in a recordIdentifier Element Checkbox

    Select the checkbox to have the change recorded as a note in the MODS record.

    For more information on MODS normalization processes, see Working with MODS Fields, Normalization, and Validation.

    Download All Files in Representation

    February 2024 Digital Resource Management URM-197776

    You can now download all of the files of a representation with one action. To support this feature, a Download All link was added to the Digital Representation Resource Editor.

    download_all.png

    Download All

    Selecting the Download All link saves the files of the representation to a zip file on your computer. If the total download size is very large, the new Download Digital Files job runs and downloads the files to an external server. (You can monitor the job from Admin > Manage Jobs and Sets > Monitor Jobs.) When the job finishes, you are sent an email with a link to download the files.

    The existing job that was named Download Files Job before this development was renamed to Download Digital Titles Inventory Job.

    MODS Enhancements

    February 2024 Digital Resource Management URM-209971 URM-210047

    The following enhancements were made to the Alma and Primo search and display fields for MODS records:

    • Update to Alma search keywords:
      • <physicalDescription><form> is searchable under the title’s Other Physical Details keyword.
      • <physicalDescription><digitalOrigin> , <originInfo><dateOther> , <originInfo><dateCaptured> without iso8601 encoding, <language><languageTerm> with attribute type equals text is searchable under the title’s Notes keyword.
      • <language><languageTerm> with attribute type equals code is searchable under the title’s Language keyword.
      • <identifier> with a type attribute value that is not already mapped today (for example, not isbn, issn, ismn) is searchable under the title’s Standard Number keyword. The type attribute value is searchable under the Standard Number Source keyword.
      • <location><holdingSimple><copyInformation><sublocation> is searchable under the title’s Sublocation keyword.
      • <relatedItem><location><url> is searchable under the title’s Electronic Location and Note keyword. <location><url> is already searchable.
    • Update to Primo display:
      • <location><url> and <relatedItem><location><url> elements are displayed under the Links section in Primo.
      • <physicalDescription><form> and <physicalDescription><interentMediaType> are displayed under the title’s Physical Description / Format field.
      • <language><languageTerm> with attribute type equals code is displayed under the title’s Language field.
    • Update to Primo search:
      • <language><languageTerm> with attribute type equals code is searchable under the title’s Language keyword.
      • <originInfo><dateOther> , <originInfo><dateCaptured> without iso8601 encoding, <identifier> with a type attribute value that is not already mapped today (for example, not isbn, issn, ismn) is searchable under the title’s General keyword
    • For display and indexing purposes, in Alma and Primo, a colon is added to the bibliographic title between the <title> element and the <subtitle> element.

    Rollout of the New Layout for the PO Lines Task List

    February 2024 Acquisitions 

    The new, next-generation, Alma UI design is available for the PO Lines task list. In this release, the new UI is automatically set as the default for all users, with no option to opt out.

    For a general overview of the new PO Lines task list, see New Unified PO Line Task List. See also Searching for PO Lines - New LayoutManaging PO Lines - New Layout.

    For more information see the New Unified PO Line Task List in the Alma 2023 Roadmap Webinar Series.

    There is a known issue with saving a faceted PO lines list as a logical set with the following facets:

    • Owner
    • Assigned user
    • Vendor account ID
    • Creation date
    • Sent date
    • Renewal date

    The issue will be corrected as part of the March 2024 release. Until then, we recommend to base logical sets on advanced search query results and not on facets.

    Improvement to the New Layout for PO Lines 

    February 2024 Acquisitions URM-209514

    Some improvements were implemented to the new layout for PO Lines.

    • The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.

    Material Supplier.

      Pickup Icon

    Fund Pickup Sliding.

    Fund Pickup Sliding Panel

    The Change Vendor dialog box will not have the option to select a vendor from a list within a sliding panel.

    • There is now a default action in the confirmation pop up when selecting Save or Save and Continue. This saves the user from having to explicitly select the common action.

    • Changes in the PO line (such as change of material type) are now reflected in the related inventory. This is similar to the behaviour in the old layout. 

    • Save and Continue is now considered to be a main action and appears more prominently on the right hand side with the institution theme color.  

    Save and Continue.

    Save and Continue as Main Action

    For more information see Editing PO Lines

    Enable Users to Keep in Department when Receiving Items from a PO Line

    February 2024 Acquisitions URM-207294

    When performing the Receive action in the PO line for Ordered Items, a dialog box now appears enabling users to update the receiving information. 

    New Receive Item Pop Up.

    Keep in Department

    For more information see Receiving Physical Material.

    The department listed under Currently At directly impacts the ability to receive the item from the PO line; an error occurs if the user is not in the correct department. Furthermore, the values shown in the Next step field in the dialogue window correspond to the Currently At department.

    Bulk Deletion of COUNTER Reports

    February 2024 Acquisitions  idea exchange Idea Exchange-99582

    Previously when deleting COUNTER reports, users needed to delete them one by one. Now, before deleting COUNTER reports, users have an option to select multiple reports for deletion. In addition, the Select All and Delete All options were added.

    Delete Sushi Reports.

    Delete Reports in Bulk

    This functionality is only available to the Usage Data Operator role.

    For more information see Manually Uploading and Deleting COUNTER Data.

    Receiving Workbench - New System Event (Webhook) for Receiving Continuous Materials

    February 2024 Acquisitions URM-180458

    Alma Integration Profile type "Webhooks" (Configuration > General > Integration Profiles) was enhanced with a new event. This event is called Receive - continuous PO line.

    Receive continuous PO line.

    When selected, an event will be triggered in the following cases:

    1. From the receiving workbench select the Continuous tab and then the Manage items screen. Then select Receive in the row actions menu. As a result, an event is sent for the selected item.
       
    2. From the receiving workbench select the Continuous tab and then the Manage items screen. Select multiple items and then Save & Receive in the row actions menu. As a result, an event is sent for each item which was selected.
       
    3. From the receiving workbench select the Continuous tab and then the Manage items screen. Select Receive new items.

    An event upon receiving will only be triggered for an item received from the Receiving WB in the Continuous tab. The One-Time tab will not trigger an event when an item is received.

    For more information see Webhooks.

    Top Right Menu in Alma Now Supports 'Alt' Keyboard Shortcuts and Voice Dictation Software

    February 2024 User Experience, Accessibility & InfrastructureURM-191122

    Users can enhance accessibility by utilizing the 'Alt' shortcut mechanism or voice dictation software to interact with the top right menu icons. By pressing the 'Alt' key, the menu displays shortcut options, enabling users to navigate and select functions without relying extensively on mouse input.

    For more information, see Global Alma Hot Keys.

    For information on the keyboard shortcuts available in the MD Editor, see Metadata Editor Menu and Toolbar Options.

    Alt Keyboard Shortcuts in Alma

    'Alt' Keyboard Shortcuts

    Letters Configuration - Easy Selection of Letter Example XML File

    February 2024 User Experience, Accessibility & InfrastructureURM-206136

    Previously, users had to navigate to the Letter Examples side-pane, choose the desired XML by selecting the corresponding radio button, and then click Save to pick another XML letter file for testing the XSL. Now, a new dropdown has been introduced above the XML editor, displaying all available example letters XML files. Users can effortlessly switch between files by selecting an option from this dropdown. Upon selection, the XML editor content is replaced with the information from the chosen file, and the letter preview is automatically refreshed.

    For more information, see Using Example Letters for Testing.

    XSL Editor enabling navigation between Letter Example XML Files

    XSL Editor enabling navigation between Letter Example XML Files

    Manage Sets List Now Customizable

    February 2024 User Experience, Accessibility & InfrastructureURM-204678

    Users now have the option to personalize various aspects of the Manage Sets List. This includes determining the sequence and appearance of sections and facets, as well as customizing the display of records. To begin customizing the Manage Sets List, simply select the customization icon (Configuration/Customize Icon) located at the top right corner of the page. This provides you with a range of options that enable you to configure the sections within the edit view, select the elements visible in the record view, and select the facets that are available for the list.

    For more information, see Manage Sets List Customization.

    Manage Sets List - Customize Menu Options

    Manage Sets List - Customize Menu Options

    Information Icon - Aria Label Enhancement

    February 2024 User Experience, Accessibility & InfrastructureURM-201538

    Alma now enhances the PopOver component (Information icon Info icon) to enable support for both Click and Esc commands. When hovering over the icon, the text "More information" is revealed. Clicking the component displays more descriptive text on the focused are in the UI. Deactivating the component can be achieved by selecting the Tab button, selecting the Close icon (Close icon) in the text box or clicking outside the text area. For more information, see Info Icon.

    Information icon - PopOver Component

    Real-Time Notification Upon Job Completion

    February 2024 User Experience, Accessibility & InfrastructureURM-203453

    Upon completion of a job initiated from the UI, a popup notification appears. Furthermore, all such notifications are accessible through the notification icon () on the top menu bar. Rather than repeatedly refreshing the page while awaiting job completion, you can engage in other activities, and a notification will appear regardless of your location in the UI.

    For more information, see Real-Time Notifications.

    Real-Time Notifications Panel

    Real-Time Notifications Panel

    Enable Filters Selection to be Sticky Cross Sessions

    February 2024 User Experience, Accessibility & InfrastructureURM-207164

    Previously in the Alma UI, scope filters were automatically defined by default. Consequently, every time a user visits an Alma page that was previously viewed and set with the defined filters would need to re-set the filters because the page reverted to the default settings.

    To address this, Alma now enables users to define filters based on their preferences. By making the filter sticky, the recurring need to manually re-select the defined filter settings of a viewed page is eliminated.

    The sticky filter feature has been implemented in the Manage Sets UI. The Scope filter, for example, is automatically saved so that the previously viewed filter settings are sticky and are saved when users re-visit the page. 

    For more information, see Managing Search Queries and Sets > Filtering Sets.

    Sticky filters settings saved in Manage Sets page

    Sticky Filters Selection

    Customization Improvement of the New Layouts Lists

    February 2024 User Experience, Accessibility & InfrastructureURM-207364

    The enhancement of the latest layout lists now offers improved customization. Users are no longer required to manually drag and drop entries to conceal them. Instead, checkboxes are provided, enabling users to easily select and hide entries within the new layout lists. One instance of this improvement is found in the customization of sections for Lending Requests.

    For more information, see Lists and Tables in Alma.

    Old and New Layout Lists Customizations

    Old and New Layout Lists Customizations

    Recommendation for Mail Relay and Support DomainKeys Identified Mail (DKIM)

    February 2024 User Experience, Accessibility & Infrastructure    NERS NERS Enhancement (ID #8197)URM-193518

    (Updated: February 22, 2024) The best practice and recommended approach is to move over to your own institutional mail relay.

    Gmail and Yahoo announced that emails lacking DKIM signatures may be flagged as spam.

    DKIM support is applicable to all email service providers and not just subject to Gmail and Yahoo.

    DKIM, or DomainKeys Identified Mail, serves as an email authentication method specifically designed to identify fraudulent sender addresses in emails, addressing the issue of email spoofing.

    It is strongly recommended to configure DKIM, especially for institutions sending emails to Gmail and Yahoo addresses. Additional email service providers are expected to follow up with similar practice in the near future.

    The following instructions are relevant for institutions that have configured the Mail-Handling integration profile to utilize "Send directly from Ex Libris" while using their own domain, at the 'SMTP EnvelopeFrom address' field (as opposed to the @exlibrisgroup.com address):

    Institutions that use Ex Libris’s mail relay and wish to continue using it, should configure DKIM to ensure their emails remain trusted and mitigate the risk of your emails being treated as spam.

    Once the DKIM functionality is activated for your institution, the Mail-Handling Integration-Profile will include support for DKIM digital signatures in outgoing emails. Configuration instructions can be found here.

    If your institution cannot undertake any of the above, please reconfigure your Mail-Handling integration profile to "Send directly from Ex Libris" and set the 'SMTP EnvelopeFrom address' field to <your_user>@exlibrisgroup.com 

    For more information, see:

    SAML and CAS Now Available as Authentication Methods for Analytics Reports

    February 2024 Analytics and Insights SF: 06718285 06718883 06793209 URM-197777

    You can now configure Analytics to use SAML and CAS as authentication methods when accessing the report URL from analytics objects. To configure SAML or CAS as the authentication method, set the analytics_auth_method parameter (Configuration > Analytics > General Configuration > Other Settings) to SAML or CAS.

    Configure Custom HTTP Header to be Sent with Webhook Requests

    February 2024 API SF: 06892033URM-207227

    Users can now optionally configure a custom HTTP header to be sent with each webhook request. The header name and value should be separated by “:”

    webhook listener URL.

    Webhook Listener URL

    For more information see Webhooks.

    February 2024 Analytics and Insights URM-209864

    When a Data Visualization dashboard is added as the Alma homepage, only one tab of the dashboard is displayed. To display the full DV workbook, a new View Full Workbook in Analytics link was added to the bottom of the homepage. Selecting the link opens the DV dashboard within Alma Analytics, allowing access to all of the workbook tabs.

    vew_full_workbook2.png

    View Full Workbook in Analytics

    For more information on configuring a Data Visualization dashboard as the Alma homepage, see To select a data visualization (DV) workbook to be displayed as the Alma homepage.

    Physical Books Retention and Physical Books Deselection Dashboards Now Available

    February 2024 Analytics and Insights URM-211100

    The Physical Books Retention and Physical Books Deselection data visualization dashboards are now available under the Alma > Inventory folder. These dashboards provide collection managers with insights on the uniqueness and redundancy of the physical book items in the institution. The dashboards display visualizations of physical book data according to different cross-sections such as classifications, libraries, and marked for retention. In addition, there are tabular reports for in-depth analysis.

    • Physical Books Retention

      The Physical Books Retention dashboard is designed to provide insight about single book items in the institution and possible actions they require. For example, identifying items that must be committed to retain by the library holding them. Data is derived from Physical Items, Titles, and Fulfillment subject areas.

      physical_books_retention.png

      Physical Books Retention
    • Physical Books Deselection

      The Physical Books Deselection dashboard is designed to provide insights about items you may want to deselecting due to low usage or alternative ways to receive the title. Data is derived from the Physical Items, Titles, and Fulfillment subject areas.

      physical_books_deselection.png

      Physical Books Deselection

    For documentation on the dashboards, see the Documentation tab of each dashboard as well as the information on each individual report tab.

    These dashboards were added as out-of-the-box objects to the Alma menu for the following roles: Analytics Administrator, Designs Analytics, General System Administrator, Physical Inventory Operator, and Physical Inventory Operator extended.

    Update to the URL Used for auto SUSHI Harvest from Ebook Central 

    January 2024 Acquisitions 

    Update January 10, 2024: The following three certified SUSHI vendors (COUNTER release 5) were updated with the new URL:

    • ProQuest Ebook Central 
    • Ebook Central
    • Proquest LibCentral

    New URL: https://bookservice.proquest.com/anr/release/sushi/ebooks/r5

    Institutions that have an account linked to one of these certified vendors, will get the update automatically. If an “override URL” was entered by the institution, the override URL will still be used.

    Institutions that defined a local account that is not linked to a certified SUSHI vendor, will need to update the URL manually. The old URL still works for now and will need to be updated by February 28, 2024, at the latest.

    Additional Enhancements

    • March 2024 Analytics and Insights URM-207087
      The Has Perpetual Electronic Access field was added to the Titles > Title Details. It indicates (Yes/No) if the access type of the electronic title is Perpetual. Note that if the access type is mixed (current and perpetual) the value of this field is No.
    • March 2024 Acquisitions URM-207785
      PO line indexing is moving from Oracle text to SOLR. This allows for better performance in searching for PO lines, especially in the receiving workbench. This will also enable future enhancement for searching in PO lines. Note that this will be implemented gradually on the various Alma environments.
    • February 2024 Linked Open Data
      The Linked Data enrichment process applied to bibliographic records connected to FAST authorities is revised to the URI format to align with the entity URI structure. The format now follows this pattern: http://id.worldcat.org/fast/XXXXX. For more information, see Linked Data in the Developer Network.URM-201398
    • February 2024 Linked Open Data
      Support for BIBFRAME records extends to their publication as part of general publishing. Users can leverage BIBFRAME works and instances held in Alma for use in external systems as required. For more information, see Publishing and Inventory Enrichment (General Publishing).URM-210035
    • February 2024 Metadata Management
      The SBN "Italian Union Catalogue (Servizio Bibliotecario Nazionale)" redirection mechanism is enhanced to support the handling of Bibliographic related records. For more information, see SBN Redirection (Fusione)URM-180702
    • February 2024 Digital Resource Management URM-207912
      You can now display an image in Full View when viewing images with the Digital Viewer on a mobile device in portrait orientation. To display an image in Full View, select the Full View icon or tap the image.
    • February 2024 Analytics and Insights URM-209773
      The following fields were added to E-Inventory > Portfolio Details for Consortia Members > Institution to align it with the fields located under the Institution dimension available in every subject area:
      • Institution Address Line 1
      • Institution City
      • Institution State Province
      • Institution Country
      • Institution Postal Code
      • Institution Timezone
      • Data Available As Of
      • Data Updated As Of
    • February 2024 Analytics and Insights URM-193380
      The ACRL and IPEDS dashboard was updated to reflect the changes made to the guidelines for 2024.
    • February 2024 Fulfillment and Resource Sharing URM-208240 SF: 06918869
      Libraries can now configure what happens when a purchase request is relinked to a new MMS ID. When a purchase request is linked to a citation, and the purchase request is then relinked to a different MMS ID, when the parameter purchase_request_relink_citation (Configuration > Fulfillment > General > Other Settings) is set to true (default), the citation is linked to the new MMS ID. When the parameter is set to false, the citation remains linked to the original MMS ID.

      If the original MMS ID had an associated copyright record, the copyright is cancelled and not applied to the newly linked MMS ID, and an alert is added indicating that the copyright was cancelled.

      The option to relink a purchase invoice.

      Relink a purchase invoice

      For more information, see Creating Requests for Citations.

    • February 2024 Fulfillment and Resource Sharing URM-186377
      Excel files are now supported in the course loader (Configuration > General > External Integrations > Integration Profiles) directory, in addition to .csv.

      The option to input the file path.

      Input File Path

      For more information, see Configuring Course Loading.

    • February 2024 Fulfillment and Resource Sharing URM-191244
      When configured, archived lists can be included in the Demand in other lists calculation that enables library staff to see which reading lists or courses utilize the same resource when reviewing and processing citations. When the parameter demand_in_other_lists_include archived_lists (Configuration > Fulfillment > General > Other Settings) is set to true (default false), archived lists are included in the Demand in other lists calculation and are displayed in the This Record In Other Lists table. When set to false, citations associated with at least one archived list are excluded from the Demand in other lists calculation.
      The demand in other lists indication.
      Demand in other lists indication

      For more information, see Configuring Other Settings (Fulfillment).

    • January 2024 Acquisitions URM-203344
      The new, next-generation, Alma UI design is available for the PO Lines task list. Until February, you will have the the option to move back to the older version using the Feature Rollout Preferences menu (User icon-> Feature Rollout Preferences). As of February 2024, there will be no option to opt out, and the new UI will be the only available layout for all users. It is therefore important to use the time before the February release to introduce and train your library staff regarding the new UI.
      For a general overview of the new PO Lines task list, see New Unified PO Line Task List. See also Searching for PO Lines - New LayoutManaging PO Lines - New Layout.
      For more information see the New Unified PO Line Task List in the Alma 2024 Roadmap Webinar Series.
    • January 2024 User Experience, Accessibility & Infrastructure
      The "Generate Performance Tracking File" task has been modified to read as "Start Performance Tracking Session" and "Stop Performance Tracking Session and Generate File". This enables users to specifically define the time range of the performance tracking recording. For more information, see How to Report Alma Performance Issues.
      Updated: January 17, 2024: Watch the Performance Tracking File video (1:31 mins).
    • January 2024 Analytics and Insights SF: 06770947 URM-204838
      The Invoice-Payment Voucher Currency field was added to Funds Expenditure > Invoice Line. It displays the currency of the voucher payment.
    • January 2024 Analytics and Insights URM-189873
      The Object Report URL field was added to Analytics Usage Tracking > Query Details and Analytics Objects > Analytics Objects Details. It displays the report URL of the analytics object.
    • January 2024 Analytics and Insights URM-189231
      The National Agricultural Library Call Number field was added to the Bibliographic Details dimension in all subject areas in which it appears. It displays the call number used by the American National Agricultural Library and is mapped from MARC field 070 a.
    • January 2024 Analytics and Insights SF: 06727765 URM-208734
      The following fields were added to E-Inventory > Service Details:
      • Service Activation Status – Indicates if the service is available or not
      • Service Portfolio Auto Activate – Indicates if automatic activation of new portfolios associated with the service is configured
      • Service Site Down Message – Indicates if a message to display when the service is unavailable is configured
    • January 2024 Analytics and InsightsURM-202225
      The Institution filter was added to the Analytics Usage Tracking dashboard. It enables consortia to filter the data by institution.
    • January 2024 Analytics and InsightsURM-207694
      All analytics fields available in the E-Inventory subject area for the Portfolio and Electronic Collection folders are now available for consortia members under the Portfolio Details for Consortia Members folder in the Portfolio and Electronic Collection subfolders.

    Resolved Issues

    • March 2024 Acquisitions URM-198911
      When sending operational mark_in_erp the related POLs were not closed. This was fixed.
    • March 2024 Acquisitions SF: 06966881 06886687 URM-212289
      An error was displayed when searching for a specific PO Line. This was fixed.
    • March 2024 Acquisitions SF: 07005500 URM-213261
      In some cases users could not access certain PO Lines because their "Is integrated with vendor" field was set to null. This was fixed.
    • March 2024 Acquisitions SF: 06844635 06845876 06933294 06927278 06863838 URM-207065
      In the new PO Line Task list, the facets for PO Line Owner displayed a mixed set of translations. This was fixed.
    • March 2024 Acquisitions SF: 06954716 URM-209793
      When saving a PO Line in the Japanese UI, the PO Line number in the popup message was not a clickable link. This was fixed.
    • March 2024 Acquisitions SF: 06904035 06627403 URM-191099
      The Participants tab for Trial Details indicated that content was present, but no participants were shown when selecting that tab. It happened when the trial had more than 1000 participants. This was fixed.
    • March 2024 Acquisitions SF: 07038544 06815133 06953980 06928654 07026120 URM-203440
      In the new UI, after saving an order, there was a difference between fund and net price. The problem occurred when there were three or more digits after the decimal point, and specifically when the third digit was 5 (there was a wrong rounding of the sum). This was fixed.
    • March 2024 Acquisitions SF: 06929331 URM-211578
      An unexpected error message was displayed when trying to add a fund to a POL. This was fixed.
    • March 2024 Acquisitions SF: 06935915 URM-212863
      SUSHI harvesting failed in certain cases. This was fixed.
    • March 2024 Analytics and Insights SF: 06723090 URM-207657
      When running a report with the Physical Items > Physical Item Details > Has Committed to Retain field, the count of "No" values changes when the "Retention Reason” field is added to the report. This was fixed.
    • March 2024 Analytics and Insights URM-210743
      The options of the Type filter drop-down list in Main Menu > Analytics > Share with me / Analytics Object List did not appear in the same language as the interface. This was fixed.
    • March 2024 Analytics and Insights SF: 06987206 URM-211699
      Exports of the Analytics Object List included a maximum of 100 items. This was fixed, and now all of the items in the list are included in the export.
    • March 2024 Analytics and Insights SF: 06844130 URM-201890
      In the Primo analytics subject area, Customized Values Usage, the Year field displayed the thousands separator in the default format. This was fixed, and now no separator is displayed.
    • March 2024 Analytics and Insights SF: 06954917 06964860 06984425 07015035 06981331 07029088 06981653 06988995 06983664 URM-212483
      The Fulfillment > Patron Details > Patron Group field was sometimes empty in reports for renewed items depending on the renewal date. This was fixed.
    • March 2024 Analytics and Insights SF: 06958367 07013378 URM-212475
      Users without the Design Analytics role could not export reports with prompts. This was fixed.
    • March 2024 APIs SF: 06993456 06984966 URM-211606
      The Retrieve Set Members API for a logical Courses set returned an error. This was fixed.
    • March 2024 Digital Resource Management URM-195284
      Sometimes, the Remove Titles from Collection job did not remove the titles from the collection. This was fixed.
    • March 2024 Digital Resource Management SF: 06808477 URM-198688
      The Open File icon in the embedded PDF viewer has no function in Alma. It was removed.
    • March 2024 Digital Resource Management SF: 06760851 URM-199106
      PDFs were slow to load or failed to load in the Digital Viewer. This was fixed.
    • March 2024 Digital Resource Management SF: 06858429 06906455 06917123 06850299 06973180 06971798 06920194 URM-204723
      The Synchronize All Logical Collections Job deleted records from the logical collection and added them back the next day when no records should have been deleted. This was fixed.
    • March 2024 Digital Resource Management URM-211834
      PDF downloads from the embedded PDF viewer download icon were not counted in Alma Analytics, so the icon was removed. PDFs can be downloded instead from the Digital Viewer download icon.
    • March 2024 Digital Resource Management SF: 06917523 URM-212118
      Changes to the metadata filename in CSV format in digital import profiles could not be saved. This was fixed.
    • March 2024 Digital Resource Management SF: 06937289 URM-212119
      The Digital Viewer did not display MP4 files if the extension was in uppercase. This was fixed.
    • March 2024 Digital Resource Management SF: 06990386 URM-212259
      The login interface from the Digital Viewer is a standalone page, which is different from PrimoVE where it is a floating window. This was fixed, and now the floating window login interface appears from the Digital Viewer as well.
    • March 2024 Electronic Resource Management SF: 06957775 URM-212181
      A specific portfolio was not indexed correctly which caused the Upload Electronic Holdings job to fail. This was fixed.
    • March 2024 Electronic Resource Management URM-213088
      The service type within a portfolio name will display as a translated label instead of an untranslated label key. The modification will also apply to the portfolio name column within the export file of electronic portfolio results.
    • March 2024 Fulfillment and Resource Sharing SF: 06791262 URM-203492
      Previously, the Ful Cancel Request Letter contained the cancellation reason Code instead of the description this was fixed by changing the XSL and replacing the cancel_reason with cancel_reason_display.
    • March 2024 Fulfillment and Resource Sharing SF: 06805054 06850377 06939124 06777474 06381558 URM-198164
      The 'Fulfillment - Handle Historical Archiving Job' was slow. This was fixed and the performance was improved.
    • March 2024 Fulfillment and Resource Sharing SF: 06886373 URM-206603
      In a specific case, an error occurred when progressing a digitization request to the next step. This was fixed.
    • March 2024 Fulfillment and Resource Sharing SF: 06842498 06731087 06678871 URM-192960
      The order of libraries in the Resource sharing form was incorrect. This was fixed and from now on, when configuring the alphabetical_sort_pickup_inst_lib to True (Configuration > Discovery > Other > Customer settings), the owner list is also sorted.
    • March 2024 Fulfillment and Resource Sharing SF: 06928456 06833923 URM-199976
      The Blank ILL form opened with default as Book instead of Article and format as Physical instead of Digital. This was fixed.
    • March 2024 Fulfillment and Resource Sharing SF: 06909105 URM-207653
      In some cases, the Received Items window Item Policy descriptions and Locations were displayed in English rather than in the selected language. This was fixed.
    • March 2024 Fulfillment and Resource Sharing SF: 06984603 URM-212510
      Inconsistent suppress icon displayed in the metadata editor. When navigating away from a newly suppressed record in the MDE, the 'Suppressed' icon disappears from the persistent record list. This was fixed.
    • March 2024 Fulfillment and Resource Sharing SF: 06891855 06960866 06958253 URM-211238
      In the metadata editor, when saving a record with field 006 position 0 = 'o' and a matching material is defined in the LDR field position 6 (g, k, o, or r), the warning message was displayed: "'o' not a valid code for position 0 for field 006". This was fixed and now the warning message is not displayed for this combination.
    • March 2024 Fulfillment and Resource Sharing SF: 06580298 URM-188743
      Aleph Central Catalog Integration Profile - When a record with linked records is being redirected to another record, the related records were not indexed and therefore the search for the merged record didn't return its related records. This has been fixed.
    • March 2024 Metadata Management SF: 06655451 URM-188960
      General publishing - When related record configuration was enabled, in rare cases some of the records were not published. This has been corrected.
    • March 2024 Metadata Management SF: 06843546 06945576 URM-209470
      General Publishing > Campus level: records with both deleted portfolios and physical items were not published as deleted, This was fixed.
    • March 2024 Metadata Management SF: 06888317 URM-207804
      When replacing sets in a logical collection, the title count combines the sets and gives an incorrect count. This was fixed and the title count now matches the set that is currently used for the logical collection.
    • March 2024 Metadata Management SF: 06742725 06713628 URM-192107
      Terms containing Swedish characters that are indexed in two forms and also contained diacritics that should be normalized to standard ASCII were sometimes not returned in search results. This has been fixed.
    • March 2024 Metadata Management SF: 06917048 URM-210674
      Manage Sets > Sort by > The sort by Creation Date did not sort correctly according to the creation date. This was fixed.
    • March 2024 Metadata Management SF: 06836348 URM-211987
      When trying to create a physical holding set from a file and the header is "Holding Id" the created set is empty. This was fixed and now the set contains entries.
    • March 2024 Metadata Management SF: 06232949 06759158 URM-180668
      CDI-only full text activation is missing for database collections with CDI type Hybrid. This was fixed by adding another condition to the display of the "CDI-only full text activation" option: CDI type is Hybrid & Alma collection type is Database.
    • March 2024 Physical Resource Management SF: 06309923 URM-170415
      Physical Item Editor: When one of the following fields of an item in work order is updated - Material Type, Item Policy, Description - a misleading message is displayed in the save confirmation popup window: "The item is in work order, moving the item might cancel the requests if the item not requestable in the new location.". This has been fixed, i.e. this message is no longer displayed.
    • March 2024 Physical Resource Management SF: 06838908 06776954 06864928 06787955 URM-199090
      After editing a holdings in the metadata editor and viewing its items (view related data > view items), changing the work order of an item or withdrawing one or more items resulted in a Java error message, although the operation succeeded. This was fixed and now no error message is displayed.
    • March 2024 Physical Resource Management SF: 06701106 URM-205051
      Previously edited holdings remain stuck in the Metadata Editor when the item is saved using Write to RFID and Save. This is fixed
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06473503 06969022 06826866 URM-178247
      In a Fulfillment Network, when creating a request in Primo, pickup locations in other institutions were not translated. This was fixed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06912651 URM-207631
      The "Exlibris - Implementer" user role could be added to accounts via the API/cloud apps etc. This was fixed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06966133 URM-212731
      Sending emails from the integration profile using the Save and Test button failed with a general error message. This was fixed; A specific error message with the reason of failure is displayed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06874064 URM-166007
      The slash key "/" shortcut to reach the persistent search bar did not work for the physical holdings search. This is fixed and now the shortcut works as expected.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06825150 URM-209054
      The "Alt" key did not work for some time after returning back from the Metadata Editor page. This was fixed and the "Alt" key now works as expected.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06958125 URM-209963
      The 'Updated by' audit trail did not appear on the 'New Digital Adoption Tool' page. This was fixed and the "Updated by" indication is now displayed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06877987 URM-212479
      When exporting the User Statistical Categories table, the ampersand (&) in "Target Code Combo [Statistical Category]" was incorrectly converted into & amp;. This is fixed and the ampersand is exported as the character &.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06654450 06586791 06661962 URM-187052
      In some cases, it was not possible to save a translation for a library name. This was fixed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06673914 URM-196517
      The Item policy translation was not used in On Hold Shelf Letter according to the user preferred language. This was fixed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06891184 06827070 06586791 06937432 URM-209060
      Updating translations for the Institution name and description was not saved in some cases. This was fixed.
    • March 2024 User Experience, Accessibility & Infrastructure SF: 06560703 06881423 URM-192047
      In Email Notifications for Scheduled Jobs, in some cases, the emails/users added were not saved. This was fixed.
    • February 2024 Release Update Analytics and Insights SF: 07037794 07038541 URM-215055
      Primo Analytics was not available in the Alma menu. This was fixed and now the Primo link appears in the menu.
    • February 2024 Release Update Acquisitions SF: 07037894 URM-215102
      An error occurred when the PO line receiving note contained an ampersand. This was fixed.
    • February 2024 Release Update Metadata Management SF: 07038033 07043333 URM-215101
      An error occurred when there were Hebrew characters in the Browse Shelf Listing input form. This was fixed.
    • February 2024 Release Update Fulfillment and Resource Sharing SF: 07038718 07039695 URM-215261
      Changing the format of a resource sharing borrowing request to digital changes the owning library. This was fixed.
    • February 2024 Release Update Fulfillment and Resource Sharing SF: 07009195 URM-213853
      In SIP2 ACS Status (98), Alma sent Y on the 8th position in the BX field even though Alma does not support EndPatronSession. This was fixed, and Alma now sends N.
    • February 2024 Acquisitions SF: 06856983 06941132 URM-199029
      After deleting PO lines, the list did not refresh. This was fixed.
    • February 2024 Acquisitions SF: 06860134 06957562 06950279 06858390 06959022 URM-204300
      Exporting to Excel for itemized sets did not work. This was fixed.
    • February 2024 Acquisitions SF: 06754687 URM-206633
      For the New Order import profile, the interested users checked options were removed when the Scheduler status was activated. This was fixed and the interested user checkboxes are now correctly marked, even when updating a field in a different tab.
    • February 2024 Acquisitions SF: 06906368 URM-209063
      PO lines with "No charge" were incorrectly set to "Waiting for invoice". This was fixed and No Charge PO lines are now closed after being received/activated.
    • February 2024 Acquisitions SF: 06922937 URM-209140
      When selecting some facets for PO lines, the results included libraries that were out of scope for the user's role. This was fixed.
    • February 2024 Acquisitions SF: 06941890 URM-209318
      In the new layout for PO Lines, changes to the material type were not copied to the items. This was fixed.
    • February 2024 Acquisitions SF: 06900098 06976949 06985620 06987622 06976246 07011743 06972222 06957366 06978536 URM-210935
      In the new layout for Acquisitions, when removing the subscription interval, the field became null instead of 0. This was fixed here as well as for other fields in the vendor information section.
    • February 2024 Acquisitions SF: 07013678 07009543 07003504 07005155 07000664 URM-212846
      When the license on the poline was not changed, it overrode the license of the resource. This was fixed, and now only changing the license on the PO line overrides the license on the resource.
    • February 2024 Acquisitions SF: 06924048 06973031 URM-209313
      In the new layout for PO lines, the reporting codes were listed in a different order than configured (they were sorted alphabetically). This was fixed.
    • February 2024 Acquisitions SF: 06918957 06952161 06960746 URM-211016
      In the new Acquisitions layout, an error was displayed when using a template for an order without inventory. This was fixed. Note that the customer needs to verify that the template matches the PO line type.
    • February 2024 Acquisitions SF: 06949405 06960553 06960570 URM-209514
      In the new layout for PO lines, there were various issues regarding the display of certain fields and messages, such as the Save and Continue button, the Deferral reminder, the Deferring reason fields, etc. These were fixed.
    • February 2024 Acquisitions SF: 05310951 05317919 06656854 URM-142676
      When trying to send an EDI Order, an error (EDI File created empty) was sometimes displayed. Prints were added to the log to identify the issue when it occurs.
    • February 2024 Acquisitions SF: 06866241 URM-206952
      New order imports created multiple orders and multiple copies for the same title. This was fixed.
    • February 2024 Acquisitions SF: 06906912 URM-207607
      In the new layout for PO lines, there was a discrepancy in the activation calculation where "Not Activated" was displayed instead of "Active". This was fixed.
    • February 2024 Acquisitions SF: 06956063 06959041 URM-210162
      In the new layout for Acquisitions, PO lines were automatically assigned to the current user after relinking. This was fixed.
    • February 2024 Acquisitions SF: 06960968 URM-211676
      Customers were able to (accidentally) create POs with a blank at the end of the PO number. This caused the sending of EDI files job to fail. This was fixed, and leading and trailing spaces are now trimmed before saving.
    • February 2024 Acquisitions SF: 06794699 06943594 06648178 06645510 06799215 URM-189549
      When creating an invoice from a PO, the Search by Title option was not available. This was fixed. Note that searching by title is not available when "All" is selected for the search criteria.
    • February 2024 Acquisitions SF: 06733671 URM-207212
      PO Line Aggregated Claim Letter: When all claimed PO Lines were from the same owning library, the sender address displayed on the notification was the institution's address instead of the library's preferred address. This was fixed.
    • February 2024 Acquisitions SF: 06970282 06954681 06968974 URM-211005
      In the fund editor, expended and encumbered balances were not shown as links when the form was opened in view mode. This was fixed.
    • February 2024 Acquisitions SF: 06905126 URM-211466
      Vendor Accounts did not display the institution name. This was fixed.
    • February 2024 Acquisitions SF: 06870478 URM-207244
      In certain cases, the EDI load job report said that nothing was processed even though records had been successfully processed. Prints were added to the log in order to follow up if this issue occurs again.
    • February 2024 Acquisitions SF: 06275266 06564712 06621140 06573671 06638644 06963135 URM-171236
      Weekly and daily prediction patterns did not count the next cycle correctly. The first cycle of "Open predicted items" worked properly, but when clicking again on the "Next predicted item's information" menu item, the dialog box presented the information from the previous cycle. This was fixed.
    • February 2024 Analytics and Insights SF: 06885535 URM-207839
      Patron deposits appear as created by System in Analytics in the Digital Inventory subject area. The information on the patron that created the deposit is missing. This was fixed and now the patron details appear.
    • February 2024 Analytics and Insights SF: 06700562 URM-196712
      The default data format for the Object ID in the Analytics Objects subject area inserts a comma as a thousand separator. This was fixed, and now the separator does not appear.
    • February 2024 Analytics and Insights SF: 06842785 URM-205355
      Export from the Analytics Object List and Share with Me in the analytics new layout failed in some cases. This was fixed.
    • February 2024 Analytics and Insights SF: 06951833 URM-209842
      The Digital Inventory > Digital File Size (In Bytes) field was in plain text format (VARCHAR) and not numeric. This was fixed.
    • February 2024 Analytics and Insights SF: 06697526 URM-197475
      In the Analytics Object List, the time zone of the "Object created by" and "Object modified by" fields was not configured for the customer and always displayed the timezone for GMT. This was fixed, and now the date fields reflect the time zone configured for the customer.
    • February 2024 Analytics and Insights URM-209530
      Infrastructure improvements were made to enhance overall analytics performance with an emphasis on the Network Zone. If you experience any decrease in performance or negative effects on your reports, contact Ex Libris Support.
    • February 2024 Fulfillment and Resource Sharing SF: 06889649 06999447 06878268 URM-206190
      The list of call number types was not displayed in the Create Request tab. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06684433 06762570 06965903 06730805 06708573 06847405 06681627 06947566 06956077 06731941 URM-192103
      In some cases, the Quick Print dialog window for the Resource Sharing Shipping Slip Letter was not displayed as expected. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06782142 URM-206245
      The Reshelve without Transit rules between locations within the same library did not work when scanning in an item that was already in transit. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06510599 06657234 URM-181944
      In some cases, an error message (Could not send message: Failed to process message) appeared for an FSU request in the Ready to be Sent status. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06493894 06706084 06661180 06901719 06723618 06762904 06942751 06468567 URM-179649
      In some cases, selecting "Show file" on a borrowing request did not open the associated file. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06762029 06719009 06746060 06874839 06932465 06505299 06763320 06486736 URM-181216
      In some cases, borrowing requests had duplicate active partners leading to multiple issues such as lending libraries getting two identical requests from borrowing libraries. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06931268 06834652 URM-209679
      The title enriched from PubMed was different from the actual title. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06680840 06708573 06681627 06690682 URM-189608
      When the print slip was sent by email, the print slip did not open even when a success message was displayed. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06822506 URM-199005
      In some cases, when calculating items for serial multi volumes, an error occurred when printing all items in the letters. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06879314 URM-208252
      In some cases, when users shared the same pod, a duplicate partner was created. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06929751 URM-208546
      In some cases, when a request was assigned to a lender, but the request failed to be received, no error was generated. This was fixed.
    • February 2024 Fulfillment and Resource Sharing SF: 06978810 URM-213022
      The Rapido Expand search in the Advanced Search did not work. This was fixed.
    • February 2024 Metadata Management SF: 06865878 URM-204926
      Update inventory import profile failed with “File Failed” in Additional Services Processing. This was fixed and the files are imported correctly.
    • February 2024 Metadata Management SF: 6298838 06566483 URM-173323
      Slowness when “Saving New Item” if Title has ~2000 Items. Unfortunately, this issue cannot be resolved and no improvements can be done about performance when creating a new item for a holdings record that has more than 2,000 items.
    • February 2024 Metadata Management SF: 06701845 URM-204318
      When a holdings record was deleted, the modification date was not updated in field HOLDING_MODIFICATION_DATE of its equivalent INVENTORY_HOLDING record. This was fixed by including the fetched data from the MODIFICATION_DATE column.
    • February 2024 Metadata Management SF: 06699207 URM-197087
      Previously, when using the portfolio loader to create a local portfolio with a bibliographic record linked to the CZ, the electronic material type was not appropriately considered, even though the portfolio itself was local. This issue was fixed. Now, when activating a local portfolio with a CZ-linked bibliographic record, the electronic material type is correctly utilized based on the input file, aligning with the documentation.
    • February 2024 Metadata Management SF: 06873294 URM-207316
      Opening a Universal Viewer URL with an adjusted position or file reverted to the first file automatically. This was fixed, and now the position and file information is retained.
    • February 2024 Metadata Management SF: 06835505 05306392 URM-164393
      Collection-related search indexes for certain bibliographic records, if they were part of a collection and also attached to an electronic collection with portfolios, were sometimes built incorrectly. This was fixed.
    • February 2024 Metadata Management SF: 06807914 URM-206371
      The "Inventory Remote Storage Update" job only handled items that were modified since the end time of the previous job. As a result, items that were modified while a job was in process were not handled by any job. To fix this, now the job handles all items that were modified since the start time of the previous job instead of from its end time.
    • February 2024 Metadata Management SF: 06879954 URM-206125
      When combining sets in the new UI, the option to see the recently used sets is not available. This was fixed. The recent values are added to the pickup in the manage sets merge dialog.
    • February 2024 Metadata Management SF: 07003427 URM-212852
      The "Creator" column was missing from the Excel export in the New UX for Manage Sets. This was fixed and the column is now displayed.
    • February 2024 Metadata Management SF: 06708845 URM-195882
      Browse Bib Headings - "Open in repository search" was not working for headings containing asterisk characters. This was fixed.
    • February 2024 Metadata Management SF: 06644396 URM-197628
      The Dynamic URL with "REPLACE" action did not work properly. This was fixed and now the "REPLACE" action functions as expected.
    • February 2024 Metadata Management SF: 06720661 URM-204419
      MD Editor > Holdings record: Record Actions > "Update from Bibliographic" - When the holdings record has field 852 with 1st indicator "7" and TEXT in subfield $$2, and column "852 subfield 2" of the "Call Number Mapping" table is set to TEXT, and the bib record has more than one relevant bib field (e.g. 084), Alma selects the first bib field, regardless of the contents of dssubfield $$2. This has been fixed. That is if the bib record has more than one matching field (e.g. 084), the field with the correct contents in subfield $$2 is selected for the "Update from Bibliographic" action.
    • February 2024 Metadata Management SF: 06776098 URM-198070
      KORMARC: When adding 041 $$k, a warning was displayed saying "Sub-field "k" is not listed in profile for field 041"; however, according to KORMARC, this is valid. This was fixed and 041 $$k was added to the metadata profile.
    • February 2024 Metadata Management SF: 06797477 URM-198071
      Metadata Editor > KORMARC: Leader position 7 was requested to be updated. This was resolved and 041 $$k, was added to the metadata profile.
    • February 2024 Metadata Management SF: 06835597 URM-206389
      When running a normalization process with a normalization rule that checks for # or space characters in the condition part, the normalization was not applied to records created by import, which include the '#' sign in a control field and matches the condition. This was fixed and now the normalization works as expected.
    • February 2024 Metadata Management SF: 06700868 URM-193118
      Non-filing text was not removed from the non-preferred authority heading normalized value for UNIMARC uniform title fields 430, 431, 530, 531. (It is removed from the preferred heading normalized value.) As a result, bibliographic headings linked to the non-preferred headings were marked as partial instead of full matches (indicated by a half-binocular icon instead of a full binocular icon in the MD Editor). The preferred term correction job did correctly update the bibliographic record fields, but the preferred term correction job did not change the status of the bibliographic heading "full match" property, so even after the PTC job, the bibliographic record fields still displayed a partial match icon. This was fixed by removing the non-filing text from these authority non-preferred fields so that the normalized value is the same format as that generated by the preferred field and by the field in the bibliographic record.
    • February 2024 Metadata Management SF: 06813234 URM-204700
      The Authorities > Preferred Term Correction job duplicates subfield $$e in MARC fields 711 and 880. This was fixed. To implement the fix, set the new customer parameter "preferred_term_correction_dont_duplicate_711_sub_e" to "true".
    • February 2024 Metadata Management SF: 06797757 URM-210853
      The Alma UI Authority record copy functionality pop-up is not translated into Spanish. This was fixed and the Alma UI Authority record copy functionality pop-up is now translated.
    • February 2024 Metadata Management SF: 06855072 06892524 URM-204769
      When running an import job using a profile configured with 'Single match – match only record with the same inventory type' or 'match on title type' and configured to 'do not add' upon match, single matches are found but not shown on the report when previewing the matched records. This was fixed and now the matches are shown on Report > Matches found > Preview Records.
    • February 2024 Metadata Management SF: 06630824 URM-207835
      UNIMARC Authority records display the incorrect pos. 25 in tag 100. This was fixed and the UNIMARC Authority - Field 100 position 25 was removed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06768464 URM-163162
      The default search drop down under Resources > Import > Import Profiles was changed to Profile Name instead of Profile Description.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06824195 06642135 URM-187126
      Having a '$' sign in the block description caused the history tab to show an error. This was fixed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06766884 06781864 URM-197847
      Multi-select fields were not displayed in the search results header on advanced searches for users. This was fixed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 05553980 06624418 URM-61709
      EDI > Invoice line contains <br> tags when you open it in View mode. This was fixed and <br> tags are not displayed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06859929 URM-210556
      Letter's Subject was not translated when Sending the Letter Example from the XSL Edit page. This was fixed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06971955 06520653 URM-183442
      License terms' values were not translated when using the Catalan UI on Primo VE. This was fixed by adding the code table LicenseTermsPermittedProhibited to the TranslationData mapping table.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 05539323 05469450 05310992 URM-128982
      IDP initiated single logout does not work. The SAML response comes back with a status of partial logout to logout requests. This was fixed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06893190 06944377 URM-207238
      Scheduling for the "Notifications - Send Periodic Fulfillment Activity Report" job was recalculated each time the "Fulfillment Jobs Configuration" page was accessed. This was fixed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06897174 06904867 06964447 URM-207517
      The "Overlap and Collection Analysis" job would sometimes fail in the finalizing stage due to failure to send the email to the user who initiated the job. This was fixed.
    • February 2024 User Experience, Accessibility & Infrastructure SF: 06877671 URM-208597
      Local fields were not displayed in the Alma Viewer for DC records. This was fixed, and now Local fields for DC records are displayed in the Alma Viewer.
    • URM-198647 February 2024 Fulfillment and Resource Sharing SF: 06696033 06773525 06853099 06869112
      In some cases, when a request was changed from digital to physical, the request status incorrectly changed to Returned item to partner. This was fixed.
    • URM-206799 February 2024 Fulfillment and Resource Sharing SF: 06848438
      In some cases, the lending request would display the first value from the Requested Media drop-down list rather than a blank value. This was fixed.
    • URM-193553 February 2024 Fulfillment and Resource Sharing SF: 06746793
      In some cases, when an item was received by the Circulation Desk, the wrong Pickup location was displayed in the right pane. This was fixed.
    • URM-180783 February 2024 Fulfillment and Resource Sharing SF: 06802260
      In some cases, the wrong font was outputted on the print slips. This was fixed.
    • URM-194108 February 2024 Fulfillment and Resource Sharing SF: 06587987 06844403
      In some cases, when selecting a location in the Create Move Request dialog box, the loan was not recalled, and the Ship physically was created with a "Pickup From Shelf" status rather than "Place in Queue:1". This was fixed.
    • URM-181216 February 2024 Fulfillment and Resource Sharing SF: 06486736 06505299
      In some cases, lending libraries received duplicated requests. This was fixed.
    • URM-210413 February 2024 Fulfillment and Resource Sharing SF: 06656516
      When Alma responded to an NCIP P2P RequestItem message, the response had some fields in the wrong order. This was fixed, and Language is now after BibliographicLevel.
    • URM-201825 February 2024 Fulfillment and Resource Sharing SF: 06656516
      When sending a request to a NCIP P2P partner, the volume/issue/chapter/part information was sent under the Ext element. This was fixed and the information is now sent in the ItemNote element, separated by pipes, such as in the following example:
      ||Language: ab|| ||Pmid: PMID|| ||Volumes: Volume|| ||Issues: Issue||
    • January 2024 Acquisitions SF: 06965964 06973064 06933377 06891026 06936420 06909220 06918857 06955899 URM-198595
      Changing the expected receipt date on a Product Order Line did not update the receiving date for its item. This was fixed.
    • January 2024 Acquisitions SF: 06913249 URM-209902
      Saving PO Lines resulted in an error message when there ACQ an empty Access Model. This was fixed.
    • January 2024 Acquisitions SF: 06616660 06802230 06788619 06810447 URM-189321
      The Danish translation was not working for the PO Line Aggregated Claim Letter. This was fixed.
    • January 2024 Acquisitions SF: 06945630 06922974 URM-208573
      An error message was displayed when trying to create a logical set from an advanced search with more than one group of queries. This was fixed.
    • January 2024 Acquisitions SF: 06819403 06796008 06789480 URM-198762
      When trying to change the acquisition method for two migrated PO lines, the "Update PO Lines Information - Advanced" job completed with errors. This was fixed.
    • January 2024 Acquisitions SF: 06833198 URM-203354
      When doing an advanced search for PO Lines, the disabled material types were displayed. This was fixed.
    • January 2024 Acquisitions SF: 06854826 URM-204918
      The PO Line history showed that the “Renewal Note” was removed by the user when in fact it was not removed and still appeared in the PO Line Summary. This was fixed.
    • January 2024 Acquisitions SF: 06889740 06947727 06820585 06905150 06896387 URM-206798
      When creating a PO Line of type 'Print Book - One Time', no material type was inserted into the ordered item. This was fixed.
    • January 2024 Acquisitions SF: 06672523 06924759 URM-209357
      Updating a renewal date in a PO Line via the API did not update the PO Line status to Recurring Renewal. This was fixed.
    • January 2024 Acquisitions SF: 06954716 URM-209793
      When saving a PO Line in the Japanese UI, the PO Line number in the popup message was not a clickable link. This was fixed.
    • January 2024 Acquisitions SF: 06702686 URM-191469
      Until now, it was possible in Alma to create two invoices for the same supplier with the same invoice number. This was fixed and now, when the "invoice_not_unique" customer parameter is false, it is impossible to duplicate the invoice number of the same supplier.
    • January 2024 Acquisitions SF: 06826272 URM-205096
      There was a data issue with invoices that had extra spaces in the invoice number (at the beginning or at the end). The job was fixed to ignore these spaces.
    • January 2024 Acquisitions SF: 06898063 URM-207250
      The Invoice Approval Rules output parameter was disabled and could not be selected. This was fixed.
    • January 2024 Acquisitions SF: 06871891 06887946 06955160 06907580 06967685 URM-206703
      Users received an error when searching for a fund in the "Update PO Lines transactions" job. This was fixed.
    • January 2024 Acquisitions SF: 06977291 06677100 06709371 URM-196842
      Pagination was not working correctly for Vendor Usage Data. This was fixed.
    • January 2024 Acquisitions SF: 06849276 06934946 06859004 06806758 URM-204851
      When viewing or downloading letters attached to users, the logo appeared as a broken image. This was fixed and the logo is now removed from the attachments when downloaded.
    • January 2024 Acquisitions SF: 06822332 URM-199595
      The New Order Import job completed with errors. This was fixed.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06841563 URM-209573
      In the Fine/Fee Transaction List, the column "Transaction Type" always displayed with the value in English. This was fixed and now the "Transaction Type" column is translated.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06770224 URM-201412
      Deleting a sponsor user record via the ‘Users - Purge Records’ job manually, did not delete "Proxy for" entries in the proxy user record. This was fixed.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06770510 URM-206141
      In the General Electronic Service List, the copy option from the Community tab was unavailable for a user that did not have the 'Catalog Administrator' role. This was fixed and the copy option is now available for users with 'Fulfillment Administrator' and 'General System Administrator' roles.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06903539 URM-208416
      The User Identifiers section did not appear when trying to register a new user. This was fixed.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06946584 06330794 URM-172641
      A "Successful Login" event was logged for Alma logins and also Primo VE and Esploro logins. This was fixed and now events are only logged for Alma logins.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06845886 06353924 URM-178880
      Sending a preview of an email from the XSL editor included an XSL file as an attachment, which caused it to be filtered out by some email servers. This was fixed by removing the XSL attachment.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06905998 06957373 URM-209648
      When updating existing users via SIS, two new entries were documented in the user history, containing roles that were removed and added again. In addition, the Patron Welcome Letter was sent to the updated user. This was fixed.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06905666 URM-209183
      In Overlap Analysis > Compare collections, the new checkbox of physically related titles was cut off at the end of the page for small-size pages. This was fixed.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06452271 URM-180639
      A label with the Relation Type was displayed in English when searching the NZ. This was fixed and now it appears translated, according to the UI language.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06749523 URM-197634
      Some translations were missing in the German Alma interface. This was fixed and the translations are displayed correctly.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06827070 06586791 06937432 URM-209060
      Updating translations for the Institution name and description was not saved in some cases. This was fixed.
    • January 2024 User Experience, Accessibility & Infrastructure SF: 06852556 06863747 06848719 URM-208427
      General Publishing > Entire Repository for single institution > Records were incorrectly published as 'deleted'. This was fixed.
    • January 2024 Analytics and Insights SF: 06768996 URM-199847
      Previously, event type 9110 - "Successful login" recorded successful logins for Alma, Primo, and Esploro. Now two new events were added that distinguish between the logins for Primo and Esploro - 9914 - "Successful login - Primo" and 39110 - "Successful login - Esploro".
    • January 2024 Analytics and Insights SF: 06844130 URM-201890
      In the Primo analytics subject area, Customized Values Usage, the Year field displayed the thousands separator in the default format. This was fixed, and now no separator is displayed.
    • January 2024 Analytics and Insights SF: 06793372 URM-204878
      The loan notes were not anonymized by the anonymization job even though the "Anonymize item loans" and "Anonymize item loans Notes" checkboxes were selected. This was fixed.
    • January 2024 Analytics and Insights SF: 06913155 06877204 URM-208831
      An error message was displayed when trying to access a Data Visualization workbook. This was fixed.
    • January 2024 Analytics and Insights SF: 06939368 06904808 URM-209664
      Pinned objects did not display in the "Pinned Objects" area under the main Analytics menu for some users. This was fixed.
    • January 2024 Analytics and Insights SF: 06867486 URM-207610
      Searching for analytics objects by the creator name did not return results if the user configured the user display name format. This was fixed.
    • January 2024 Analytics and Insights SF: 06879710 URM-208471
      When the Analytics New Layout attempted to display a report preview for very large reports, performance was slow and the page eventually crashed. This was fixed by improving performance.
    • January 2024 API SF: 06725312 URM-198295
      When sending an invalid id_type to the user API, a misleading error message appeared. This was fixed. The new message is "Identifier type <id_type> does not exist."
    • January 2024 Digital Resource Management SF: 06525080 URM-180869
      Thumbnails of records in the Institution Zone and Network Zone were not displayed in the Full View Search page in Primo Discovery. This was fixed.
    • January 2024 Digital Resource Management SF: 06852489 URM-205042
      It was not possible to save access rights policies when the interface language was set to a language other than English. This was fixed.
    • January 2024 Digital Resource Management SF: 06783763 URM-207531
      The Digital Viewer stretched images instead of displaying them in their proper proportions. This was fixed.
    • January 2024 Digital Resource Management SF: 06894835 URM-209104
      The Digital Viewer did not display remote representation videos from YouTube. This was fixed.
    • January 2024 Digital Resource Management SF: 06936191 URM-209366
      The import job imported records even though an Indication Rule was configured to not include them. This was fixed.
    • January 2024 Electronic Resource Management SF: 06638145 06630663 06651795 06556464 06665253 URM-186712
      In the Upload Electronic Holdings job for Wiley, there were some cases that related (preceding/succeeding) titles were grouped with a common e-ISSN identifier which caused coverage records to be saved for the wrong portfolio in the group. We've developed an opt-in fix for this which can be activated by Support.
    • January 2024 Electronic Resource Management SF: 06934542 06743363 URM-207342
      In Upload electronic holdings job the vendor file was downloaded partially due to a network connection issue. The job deleted portfolios that were not loaded in the file. This issue was Fixed and if the file is not fully downloaded the job will fail and not delete data. The network issue remains and is still being tested.
    • January 2024 Electronic Resource Management SF: 06859460 URM-208835
      The Available Online Service Order list would sometimes reorder unexpectedly after using the up/down arrows. The issue was caused by previous deletions of elements from the list. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 06572730 06784765 URM-198089
      When returning items on the Return Items page, quick printing would only print the last one. This was fixed and now all the letters are printed.
    • January 2024 Fulfillment and Resource Sharing SF: 06811842 URM-199233
      “Export to Excel” from the "Loans - Overdue and Lost Item" job was not working. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 05333163 06753870 URM-149958
      Requesting the item information through SIP returned incorrect current location and permanent location. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 06783363 URM-201495
      The digitization requests Note field was not populated when viewing the "Monitor Requests & Items Process" page as it is in the 'Approval requests list'. This was fixed and the notes display is now aligned between the two pages.
    • January 2024 Fulfillment and Resource Sharing SF: 06927537 URM-198111
      Link resolving was not working correctly for some portfolios with URL linking parameters that needed encoding. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 06682547 URM-198303
      The Display Logic Rules for electronic collections was not working in some cases. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 06842498 06731087 06678871 URM-192960
      The order of libraries in the Resource sharing form was incorrect. This was fixed and from now on, when configuring the following, the owner list will also be sorted: Configuration > Discovery > Other > Customer settings > alphabetical_sort_pickup_inst_lib to True.
    • January 2024 Fulfillment and Resource Sharing SF: 06845568 URM-207363
      The new PO Line task list did not support Cloud Apps. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 06722286 06638742 URM-196639
      When creating a move request using the lending request task list action, in certain cases it returned a general error. This was fixed.
    • January 2024 Fulfillment and Resource Sharing SF: 06783317 URM-196735
      Prior the fix, in Firefox, each field in the “Request form (filled out by the requester)” was not wide enough to display all the information filled in by the requester and the text was cut off in the middle. This was fixed - the fields are now auto-adjusting themselves to the window size.
    • January 2024 Fulfillment and Resource Sharing SF: 06575033 URM-199969
      'Borrowing Resource Sharing' FU rule didn't not work when it has “Request Format” = Digital, Physical non-returnable as Input Parameter. It was fixed - now the rule works with or without the parameter, accordingly.
    • January 2024 Fulfillment and Resource Sharing SF: 06819035 URM-204993
      When manually creating a Resource Sharing request for local inventory from the borrowing requests task list in Alma, the warning message: "The institutional inventory has services for the requested title" appears.
    • January 2024 Fulfillment and Resource Sharing SF: 06838857 06813375 06794098 URM-205145
      When selecting the "Renew" action for a blocked user, the "override and renew" button did not override the blocks. Now, selecting this button overrides the user's relevant blocks.
    • January 2024 Fulfillment and Resource Sharing SF: 06852437 06733299 URM-206592
      When exporting borrowing requests, the Volume did not appear for items of material type other than Book. This was fixed and these now appear in the exported file.
    • January 2024 Fulfillment and Resource Sharing SF: 06788171 URM-197882
      Previously, "Find user in other institution" allowed the user to select all of the fulfillment members, including inactive members. This was fixed, and now only active fulfillment members are selectable.
    • January 2024 Fulfillment and Resource Sharing SF: 06786750 06785297 URM-199980
      In some cases for SLNP, borrowing and lending requests were created as an "Article" instead of a book. This was fixed.
    • January 2024 Physical Resource Management SF: 6865878, URM-204926
      Update inventory import profile failed with "File Failed" in Additional Services Processing. This was fixed and files are processed without failure.
    • January 2024 Physical Resource Management SF: 06706368 URM-204528
      Physical holdings advanced search results are no longer displayed when the search is saved. This was fixed and search results saved as logical sets are displayed.
    • January 2024 Metadata Management SF: 06896322 URM-208522
      General Publishing - When publishing a combined results set to an FTP server with 'Binary' format and 'Institution Code Subfield' was not defined, the published records were not written to the file. This was fixed. A default sub-field code 'A' is used when 'Institution Code Subfield' is not defined.
    • January 2024 Metadata Management SF: 06877613 URM-209257
      Previously it was possible to incorrectly delete a collection that is in use or has a sub-collection with titles. This has been fixed and collections in use or sub-collections with titles cannot be deleted.
    • January 2024 Metadata Management SF: 06586304 URM-184789
      In an advanced search for Physical Holdings, setting the keyboard language to Chinese does not offer suggestions after entering the first Chinese character. This was fixed.
    • January 2024 Metadata Management SF: 06803548 URM-201898
      Authorities Advanced Search > When changing the default index and then duplicating the condition > The default index is duplicated, not the chosen one. This was fixed.
    • January 2024 Metadata Management SF: 06979504 06844447 06872953 URM-206717
      Assign set in the logical collection editor led to pickup without tabs. Only "My sets" was available and all/public tabs were missing. This was fixed.
    • January 2024 Metadata Management SF: 06868269 URM-209474
      API call returned INTERNAL_SERVER_ERROR in cases that attempted to fetch a set member that was deleted (PO Line set only). This was fixed so that instead of PO Line reference number in the member, the following is returned:
        <member>
          <id>PO line 90333130000521 was deleted</id>
       </member>
    • January 2024 Metadata Management SF: 06805199 URM-201659
      When limiting a search to a single record, the retrieved record was not the first record retrieved when searching with a larger number of 'maximumRecords' is used. This was fixed and now when limiting for a single record in SRU, we receive the first result.
    • January 2024 Metadata Management SF: 06393626 URM-176744
      The "time_zone" field in Rest-dlf loans API did not consider daylight saving time. This was fixed.
    • January 2024 Metadata Management SF: 06747893 URM-195927
      Loans that were renewed did not show the last renew date field in Primo and Primo VE. This was fixed.
    • January 2024 Metadata Management SF: 06802730 URM-201588
      852 $z notes were entered in the same order in Alma and were displayed in a different order in Primo VE. This was fixed.
    • January 2024 Metadata Management SF: 05311154 05316382 05316373 URM-189468
      In UNIMARC, headings created from 410/411 fields are not displayed in the 'Headings from bibliographic records' tab. This was fixed.
    • January 2024 Metadata Management SF: 06425159 URM-175547
      MDE performance issues (slow) for headings from the bibliographic records list. This was fixed and the performance improved.
    • January 2024 Metadata Management SF: 06715059 URM-197392
      In the Browse Bibliographic Headings, when searching for Subjects (with Marc21 6XX) and the institution has defined more than one vocabulary in the 'authority_names' customer parameter, sometimes the results are not accurate. In some cases, headings from one of the name's vocabularies are not displayed in the results list. This was fixed and now the list of results is accurate and all headings are displayed sorted, as expected.
    • January 2024 Metadata Management SF: 06889657 URM-207642
      When multiple authority vocabularies have the same Direct ID prefix, only one of the vocabularies was checked when attempting to match bibliographic headings to authority headings. This has been fixed.
    • January 2024 Metadata Management SF: 06800454 06709008 06948925 06767353 06757865 06747275 06750229 06754779 06947479 06747433 06984274 URM-193438
      Selecting "Resolve Import Issues" gives a blank screen with an error message and a unique tracking ID. This was fixed and no errors are displayed.
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