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Table of Contents
Ex Libris Documentation

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General

Enhancements

  • Manage Sets Page
    • A new option to add one or more Labels to a set is now available.
    • Labels will also be available as a facet (you may need to refresh the sets page to see the option). 

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Resolved


Acquisitions / Finance

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Analytics & Reporting

Enhancements

  • The following fields were added to a new Edition Simplified folder to the Bibliographic Details dimension in all subject areas in which it appears. These fields allow you to differentiate between editions of the same title for reporting purposes:
    • Edition Simplified (Combined) – the values of the Edition Simplified (Num) and Edition Simplified (Text) fields
    • Edition Simplified (Num) – the number of the edition found in the MARC 250 field, simplified
    • Edition Simplified (Text) – the text of the edition found in the MARC 250 field, simplified
    These fields do not display all of the edition information in the bibliographic record and are only a tool for comparison and reporting
  • The following two fields relating to Transformative Agreements were added to the Licenses subject area in a new Agreement Definitions folder:
    • Transformative Agreement Tokens Total – the number of articles that can be published in the agreement period
    • Transformative Agreement Unlimited – indicates if the transformative agreement has a limited or unlimited number of articles that can be published in a year
  • The Created with AI and Enriched with AI fields were added the Bibliographic Details dimension in all subject areas in which it appears. These fields indicate if the bibliographic record of the resource was created or enriched with the AI Assistant.

In addition, the Num of Titles Created with AI and Num of Titles Enriched with AI fields were added to Titles > Titles Measures. They indicate the number of titles created or enriched with the AI Assistant.

  • The following fields were added to Titles > Titles Details regarding item retention:
    • Has Item Committed to Retain – indicates (Yes/No) if the title has at least one item that was marked as Committed to Retain
    • Item Retention Reasons – the reason selected for retaining the item. If there is more than one item with a retention reason, the reasons are concatenated.
  • The prompts of the ACRL/IPEDS dashboard were enhanced so that when a value is selected for one prompt in a tab only relevant values can be selected in the other prompts. This enhancement was implemented for the following tabs:
    • Library Number of Titles (Physical)
    • Library Number of Titles (Electronic)
    • Volume Count
  • The Has W1 field was added to The Other Classifications > NLM Classifications dimension in all subject areas in which it appears. When a bibliographic record has two values in the 060 field, one containing the code W1 and another with a different code, the second code is the one that appears in the NLM Classification Code analytics field. To indicate that the record also contains a W1 value, the W1 analytics field displays Yes. The presence of the W1 code in the bibliographic record indicates that the item is a journal.
  • For POs sent automatically by Alma, the value in the PO Line Approver Primary Identifier field (Funds Expenditure > PO Line Approver) is System.
    The approval data is displayed for automatic POs sent from the November release date and later.
Resolved
  • In Analytics > Funds Expenditure, the vendor contact information (preferred email, preferred address, preferred phone) was taken from the vendor account. This was fixed, and now vendor information is taken from the vendor information in Alma.

Course Reserves/Leganto

Enhancements

  • (Informational)The Leganto UI now provides a dedicated Library View which aims to support more efficient and customizable list processing and list review workflows. When accessing Leganto as a library staff member, the User Menu iconThe librarian view icon.now includes a library behind the user icon, indicating that the user is seeing functionality not available to instructors. Additionally, when hovering over the User Menu icon, Library view is now appended next to the user's name.

  • (Informational)Library staff can now customize their User settings in the following ways; for more information, see Library View:

    • Set the preferred tab when opening an item in full view (default is Links & availability tab)
    • Set the preferred tab when editing an item (default is Item details tab)
    • View tags, notes, and due dates on the full view under the item summary, and visible from all tabs
    • Display a Mark as done icon The mark as done icon. on both item brief and full views.

    • The Mark as done icon can be used to track personal progress while reviewing reading lists. Marking an item as done crosses it off in the UI, enabling you to visually track your progress. It is also possible to filter a list by the Mark as done status. Students, instructors, and other library staff do not see that you have marked an item as done.

    • Additionally, an edit icon The edit icon.is available on the brief view, providing library staff with one-click access to edit items. The edit icon is also available from the full view in Leganto standalone.

    • The course code is now displayed on the section and item stand-alone views of Leganto, ensuring that library staff who navigate directly to a citation from Alma can always view the course context. You can hover over the course code to see the course dates, number of participants, and other details.

    • Lastly, the Citation status can now be updated in bulk, providing the option to set the citation status to any out-of-the-box citation statuses or any custom status configured in the Additional Reading List Citation Statuses table (Fulfillment > Courses). 

  • (Informational)Search the library enhancements; for more information, see Searching for an Item from the Institution's Library.

    • There are a number of enhancements to the Search the library functionality in Leganto. It is now possible to filter a library search by all material Type. The top six filters (by number of results) display, with a Show more option to see all material types. It is still possible to select multiple filters.

    • When searching the library, the Open access icon indicator is now displayed next to the relevant search results.

    • Additionally, the Advanced search now includes the option to search by Publication/Creation date (default Any year).

    • The Advanced search also includes the option to search by an exact phrase.

    • Lastly, the Advanced search includes the option to search by DOI and Publisher

  • (Informational)Save Course Reserves Search Lists:
    • To enable users to save filters/searches as sets, a Save Query button is now available on the Course, Reading list, and Citations task list screens. This makes it much easier to create sets and to take advantage of the bulk jobs available. 

    • Saving a query generates a Logical set with the set type from which the query was saved. By default, the set is Private and Active.

  • When adding/editing an item, the Item details display can now be customized to show/hide the Hide from students checkbox, Due date and/or Note for Students. The parameter item_actions (Configuration > Leganto > Features > Leganto Features) can be left blank to hide all options, set to all to display all options, or set to any combination of hide,date,note to display the Hide from students checkbox, Due date and/or Note for Students. For more information, see Configuring Item Details Display.
  • (Informational)When a citation is in Edit mode, an Open in new tab icon open in new tab icon is now available to support navigating to and checking external (non-link resolver) links on the item Links & availability tab. 
  • In order to keep the instructor informed of the list status, when the parameter List status marked as complete (Configuration > Leganto > Features > Notifications - instructors) is set to Yes (default No), the notification List status marked as complete is available in the Notification type list. 
  • (Informational) Based on customer feedback, we changed the design and behavior of the text formatting options. It is now more obvious where to select to get in and out of the text field, and the formatting options are only displayed when text is highlighted. The formatting options can also be toggled on and off using common keyboard shortcuts (CTRL + B for Bold, CTRL + I for Italics, CTRL + U for Underline, and CTRL + K to insert a link).
  • (Informational) Based on customer feedback, when the Favorites menu does not have any items, the message Start adding items to your favorites is displayed and items can be added using the Add button.
  • (Informational) Based on customer feedback, when no usage data is available for analytics, the Analytics List and Per student tabs now indicate No data to present.
  • (Informational) When viewing a section in Leganto standalone, the Compact view/Expanded view toggle is now available.
  • Based on customer feedback:
    • The error message error.sub_msg.unknown_user label (Configuration > Leganto > General > Labels - New UI) now supports HTML.
    • The Item details tab no longer includes the More item details button when no more details are available.
    • Institutions can now display a message to instructors when duplicating a list. When list.duplicate.message (Configuration > Leganto > General > Labels - New UI) is configured (default blank), the message is displayed at the top of the Create new list window.
    • When hovering over the tooltip, the full course code is now included in the tooltip.
    • When the parameter mark_as_broken (Configuration > Leganto > Features > Leganto Features) is set to all or links, users can now Report a problem with the file or Mark as broken when viewing an image/video in the pop-up.

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Resource Management

Enhancements

  • Holding re-linking - new option 
    • When you are relinking the last holding on a bib, Alma will now ask you how you want to handle the bib (suppress, delete, do nothing). 
  • Authority control: Preferred Term Correction can now change the field tag where appropriate.
    • LTS will work with AARGH on the timing of turning on this new option. 
  • Browse Shelf List:  a new column has been added for Author (containing 1XX data)
  • Metadata Editor: new menu option equivalent of F3

    • A new menu option named 'Open Authority Headings' is available in the "Editing Actions" menu.

    • This menu action option does the equivalent of using the F3 key in a , making it particularly beneficial for catalogers who do not use function keys.The Open Authority Headings action becomes available when the cataloger is in a field that supports the F3 function. It opens the same lookup for that field as the F3 key, displaying identical data (including vocabularies, headings, field indicators, etc.) and offering the same functionality, such as viewing and selecting headingfield for controlled headings – it will open a list to view and select headings from LNAMES, LCSH, etc. 

  • Forthcoming: Searching Bibliographic Records by Language Code (available after re-indexing in November)
    • A new search index, "Language code", was added to enable users to search the code directly as it appears in the record (in 008 or 041).
    • The existing Language index, which contains a dropdown list of MARC language options, has not changed. 

Resolved