Alma 2021 What's New Videos
Add Related Records Information to Published Record
When publishing your bibliographic records to a third party system, you can enrich a published record with the content of any fields from its related records. This ensures your external catalog remains up-to-date when changes are made to the related record.
Improved Format for Excel Reports
Excel reports exported from Alma now have improved formatting to ease viewing and analysis, and spare you the formatting effort.
Alma Digital - Copyright watermarks for image files
In this session Yoel Kortick, the Ex Libris Senior Librarian, describes how to set up and use copyright watermarks for image files. An accompanying PowerPoint presentation may be found here.
Contributing Letter Configurations to the Community Zone and Copying to the Institution
In this presentation Yoel Kortick, Senior Librarian at Ex Libris, describes a new feature for the Alma December 2021 release: the ability for 1) institutions to contribute local XSL letter customizations to the Community Zone and 2) the ability of other institutions to copy the XSLs to their own how institutions. An accompanying PowerPoint presentation may be found here.
Search for Holdings Records
You can search for holdings records directly from the persistent search bar. The search results page has been revamped to allow for quick editing of the holdings and its items in a more user-friendly interface.
Navigate to Inventory of Related Records from Search Results
The physical titles search results now display the inventory for related records, in addition to the inventory of the searched title. You can easily navigate from the search results to the holdings records and items of the related records.
Introducing: Alma Announcements
The Alma Announcements feature keeps you updated on important Alma issues communicated by Ex Libris, starting in the October 2021 release.
Requester Note Displayed in Purchase Requests List
In the Purchase Requests list, the requester note is now displayed on each request, for the attention of staff managing the request.
Send Emails to Multiple Recipients via CC Email Accounts
You can add CC email addresses to an Alma user, in addition to their regular email, so that when Alma sends that user a message, the additional addresses will be copied as well.
Patron Waitlist for Controlled Digital Lending
You can configure a waitlist for patrons to access a digital resource when the limit on concurrent users is reached, allowing controlled digital lending flows. In this demonstration, we'll show what the waitlist looks like in Primo, and then how to configure it in Alma.
Harvest SUSHI Data from a Specific Time Frame
You can specify to harvest SUSHI data from a specific time frame, for COUNTER Release 5 accounts.
Physical Item Search – "Libraries" Facet Sorted by Relevance
When viewing the search results for a Physical Item, the libraries in the Library facet can be listed by relevance; starting with your current physical location, followed by the libraries for which you have physical inventory managing privileges, and then the rest of the libraries sorted alphabetically. Your institution's administrator can enable this feature.
Configuring Genders in Alma
Your institution can configure the values in the list of user genders in Alma to conform with your local legislation. This can help your staff respectfully address library patrons using their preferred pronouns.
Download Files of a Digital Set
You can download the digital files of a Digital Set into a zip file.
Automatic Generation of Call Number Prefix and Suffix
Call Number Generation in Alma sees two enhancements in the July Release. When editing an item or holdings record, you can enter a call number prefix on the fly that will be used for this item, and stored for future use. Additionally, you can concatenate a suffix to the call number. These features are disabled by default. Please contact Ex Libris staff if you'd like to activate them.
Two New PO Line Types for Digital Inventory
Alma now supports two new PO Line Types: One Time Digital Orders and Continuous Digital Orders. PO Lines of these types must be associated with a Digital Representation as inventory. The new digital PO Line Types can be enabled by your Alma Administrator.
Assigning DARA Recommendations
You can assign a DARA Recommendation to a specific user. This is useful for efficiently dividing up the tasks between your staff, and displaying only the relevant recommendations to each user. Furthermore, Administrators can configure all recommendations of a given type to be assigned to a specific user.
All Users Allowed to Manage Their Own Sets
Starting in the Alma June 2021 release, all users can create and manage Sets. Sets are useful for cataloging records in batch and running automated processes on many Alma entities at once.
Requester Note Appears Upon Scanning In an Item
When scanning in an item in the Scan-In page, if there is a requester note on the item, a message will appear with the note, thus ensuring you won't miss it.
Additional Reporting Codes in PO Lines
Two new reporting codes have been added to Purchase Order Lines; the Fourth and Fifth reporting codes. This is useful for institutions requiring additional reporting codes on top of the three existing ones.
Waive All the Fines and Fees of a Patron
You can now waive all the fines and fees of a patron in a single action, from the Fines and Fees tab of the User Details page.
Enhancements to Letters Configuration Table
The Letters Configuration code table was enhanced to help you find the desired letter quicker.
Edit Records from Authority Control Task List in Metadata Editor
Now when you review tasks in the Authority Control Task List, you can edit the relevant record, or set of records, directly in the Metadata Editor.
Add New Holdings from the Add Inventory Menu
You can now add holdings to a title open in the Metadata Editor via the Add Inventory menu.
Compose a Trial Survey in a Selected Language
Survey composers for Trials can now create and send the survey form in a dedicated language, other than English.
Support for Campus Name Translation
You can now define your campus names to appear in the user's selected display language in Alma and Primo VE. This is very useful for multilingual Primo VE sites.
View Invoice when Editing a PO Line
When editing a PO Line, you can now view an invoice by clicking on the Invoice Number for a given Invoice Line in the Invoice Lines tab.
Additional Fields for Inventory Import
Starting in the Alma February 2021 release, there are additional fields related to inventory which can be populated during inventory import, including the item Copy ID.
Manage Record Templates
Manage your Record Templates in Alma's New Metadata Editor; where you can create, edit, and share your templates!
Assign Record to a Cataloger in Another Institution of the Network
Members in an Alma Network can now assign network-shared records to catalogers from fellow institutions in the network, via the New Alma Metadata Editor.
Turn Off the Option to Override Return Date at a Circulation Desk
You can configure a circulation desk to not display the option to override the return date and time of a loan in the Return Items page.