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    5. Alma 2023 Release Highlights Videos

    Alma 2023 Release Highlights Videos

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    1. Videos
      1. Logical Collections with Automatic Title Assignment
      2. Update Holdings via Batch Jobs
      3. Mapping Table Enhancements
      4. Append Text to Notes via Change Physical Items Information Job
      5. Additional Personal Delivery Locations
      6. New PO Line Task List
      7. New Letters Configuration
      8. New Manage Sets Layout
      9. Improved Menu Search
      10. Search for Physical Titles in the Library Scope
      11. Prevent Deletion of Records Committed to Retain
      12. Search Analytics Objects by Creator
      13. Metadata Editor Quick Links
      14. Detailed Description for Alma Menu Items
      15. Edit Closed Invoice Lines
      16. Enhanced Notes Section in Resource Sharing Task Lists
      17. Overlap Analysis for Physical Titles
      18. View Items Action in the Metadata Editor
      19. New Interface for Analytics in Alma
      20. Improved UX in the Alma Viewer
      21. Alt Key Shortcuts for Metadata Editor Menus
      22. Import Enhancements: Normalize PO Lines and Inventory, Assign Cataloging Level
      23. Customize Request Cancellation Reasons
      24. Bib Details of E-Collections in E-Inventory Analytics Reports
      25. Additional Analytics User Statistics
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    Logical Collections with Automatic Title Assignment

    November 2023

    You can now assign titles to collections automatically based on a logical query, instead of assigning them manually. Collections based on a query are called Logical Collections, and their titles assignment is updated on a nightly basis.


    Update Holdings via Batch Jobs

    November 2023

    You can run jobs on sets of holdings records to change the holdings information, or to perform various actions on the items of these holdings.


    Mapping Table Enhancements

    November 2023

    Mapping tables in Alma now offer several enhancements, including searching for specific parameters within the table, and adjusting the column widths.


    Append Text to Notes via Change Physical Items Information Job

    November 2023

    You can now append text to notes on physical items in batch via the Change Physical Items Information Job. Previously, this job could only overwrite the existing notes.


    Additional Personal Delivery Locations

    November 2023

    Patrons who qualify for personal delivery can now choose a pickup location different from their registered home or office address. Your institution can configure these new types of locations, such as school, dormitory, or PO Box.


    New PO Line Task List

    August 2023

    Alma's new Unified PO Line Tasks List is designed to help staff view, edit, process, and create purchase order lines more quickly and intuitively!


    New Letters Configuration

    August 2023

    The Letters Configuration page has been restructured to allow viewing and editing the Letter XSL template, the Letter Preview, and the XML with the sample data all in one page!


    New Manage Sets Layout

    August 2023

    We've revamped the layout for the Manage Sets page, to make editing and creating sets more efficient and intuitive!


    Improved Menu Search

    August 2023

    The Alma menu search is now more flexible and intuitive, and can provide suggested menu options for misspelled search terms, or for related and interchangeable terms that describe the action you want.


    Search for Physical Titles in the Library Scope

    August 2023

    When searching for physical titles in Alma, you can filter the results to specific libraries. This is useful for setting your current library as the default library scope for all physical title searches.


    Prevent Deletion of Records Committed to Retain

    August 2023

    To prevent the deletion of bibliographic records that your library is comitted to retain, you can protect records containing specific metadata from deletion. For example, you can configure Alma not to delete records with a 583 field specifying the record is to be conserved.


    Search Analytics Objects by Creator

    August 2023

    You can now search the Analytics Objects List by the Object Creator. This is useful for finding your Analytics Objects, or those of a colleague.


    Metadata Editor Quick Links

    May 2023

    The Metadata Editor's Quick Links menu allows you to quickly access the menu actions you mark as favorites!


    Detailed Description for Alma Menu Items

    May 2023

    To help users learn more about Alma, the bottom of the Alma menu now features detailed descriptions of the available actions, when you hover over them.


    Edit Closed Invoice Lines

    May 2023

    You can now edit certain fields of invoice lines even after the invoice line was closed. This can help you fix data that did not migrate properly and maintain subscription management.


    Enhanced Notes Section in Resource Sharing Task Lists

    May 2023

    The Notes of a resource sharing request can now be displayed in List layout, allowing you to sort and search the notes. You can toggle between the List layout and the previously available Notes layout.


    Overlap Analysis for Physical Titles

    May 2023

    Alma's Overlap Analysis Tool now supports physical titles (in addition to electronic). This allows you to load a list of titles and check if theses titles exist in your physical (or electronic) inventory.


    View Items Action in the Metadata Editor

    May 2023

    When viewing a holdings record in the Alma Metadata Editor, you can immediately navigate to view its items via the new View Items action in the View Related Data menu. This feature is particularly beneficial for cataloging physical resources and can enhance the efficiency of the process.


    New Interface for Analytics in Alma

    February 2023

    We've revamped Alma's UI layout for viewing and managing Analytics objects! The new UI features many improvements to help staff navigate more intuitively and efficiently; including an analytics dashboard as your homepage, quick access to favorite reports, and an improved Analytics Objects List.


    Improved UX in the Alma Viewer

    February 2023

    The Alma Viewer now provides more screen space for the displayed media content.


    Alt Key Shortcuts for Metadata Editor Menus

    February 2023

    You can open the Metadata Editor menus using Alt hot-keys, increasing accessibility and cataloging efficiency.


    Import Enhancements: Normalize PO Lines and Inventory, Assign Cataloging Level

    February 2023

    The import profiles in Alma now allow you to normalize PO Lines and inventory during import, and assign to the imported records a cataloging level.


    Customize Request Cancellation Reasons

    February 2023

    Your institution can now customize the text labels of existing request cancellation reasons, disable unneeded reasons, and add up to ten new request cancellation reasons of its own.


    Bib Details of E-Collections in E-Inventory Analytics Reports

    February 2023

    When creating Analytics reports in the E-Inventory subject area, you can now include the bibliographic details of electronic collections. This is useful, for example, to include the 'Suppressed From Discovery' information for Electronic Databases with no portfolios.


    Additional Analytics User Statistics

    February 2023

    Alma now offers five additional Analytics User Statistics, for a total of ten statistical category types you can configure. Analytics User Statistics in Alma allow you to generate Analytics reports on your users with custom data of your choice, such as the users' academic discipline, country of origin, or dietary preference.


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