Page Comparison

...

• A new Tech Services Work Order status has been added: Serials Cataloging
• In Manage Sets, the order of sets can now be sorted by any column, including: Active, Content Type, and Creation Date. Sorting is sticky across sessions.
  
• DARA recommendations can now be assigned.

Analytics & Reporting

Enhancements

The User Details subject area has been enhanced with the following improvements:

You can now create reports with fields from different folders as is possible in other subject areas.

• The User Measures dimension was added, which contains measure fields relating to the number of users.
• The following fields were added under the User Details dimension:
  • Cataloger Level – the cataloger level of the patron
  • Patron Letters Opt In – the letters for which the patron has opted in
  • Patron Letters Opt Out – the letters for which the patron has opted out
  • Has Role Other Than Patron – indicates if the patron has a role other than Patron
  • Has Role Other Than Patron and Instructor – indicates if the patron has a role other than Patron and Instructor
  • Is Blocked – indicates if the patron is blocked
• The Proxy For dimension was added, which contains fields that indicate for whom the patron is a proxy.
• The names of the various Status, Type, and Note fields were expanded to include the dimension name to clarify which fields are intended.

The following enhancements were added to the configuration for Scheduled Dashboard Alma Analytics Objects:

• Scheduled reports can be configured in CSV format
• If you configure Alma to place the report on an FTP server, you can now have a timestamp included in the file name of the report. This prevents the file from being overwritten the next time the report is run.

For more information, see Scheduling and Subscribing to Alma Analytics Reports.

New Dashboards Added to Alma folder in Alma Analytics

The following new dashboards were added to Alma Shared folder in Alma Analytics. For each dashboard, a new analytics object of type Dashboard was added. The dashboards are now available as links from the Analytics menu in Alma according to specific roles that you can configure:

• Acquisitions Dashboard (Ex Libris)
• Analytics Objects Dashboard (Ex Libris)
• Analytics Usage Tracking Dashboard (Ex Libris)
• API Usage Dashboard (Ex Libris)
• Benchmark Analytics KPI Dashboard (Ex Libris)
• Cost per Use for Electronic Inventory and COUNTER reports Dashboard (Ex Libris)
• Cost per Use for Physical Inventory and loans Dashboard (Ex Libris)
• E-Inventory Dashboard (Ex Libris)
• Fines and Fees Dashboard (Ex Libris)
• Physical Items Dashboard (Ex Libris)
• Licenses Analysis Dashboard (Ex Libris)
• Purchase Requests Dashboard (Ex Libris)
• Overlap Analysis Dashboard (Ex Libris)
• Usage via Alma Link Resolver Dashboard (Ex Libris)
• Usage via COUNTER Reports - Release 4 Dashboard (Ex Libris)
• Usage via COUNTER Reports - Release 5 Dashboard (Ex Libris)
• Monthly Usage Data - Release 5 Dashboard (Ex Libris)
• Vendor analysis - physical one time Dashboard (Ex Libris)
• YoY (Year over Year) Dashboard (Ex Libris)

The following out-of-the-box reports were added to the Consortia folder. These reports can aid an institution in evaluating overlap as well as unique titles across the consortia:

• Titles with inventory in only one institution based on field 035 subfield a with library and location – displays titles held by only one institution in the consortia. The analysis uses the field 035 subfield a as a basis for determining the uniqueness of the title. This report is designed to be run in the Network Zone.
• Duplicate electronic collections in different member institutions linked to Community Zone – displays a list of electronic collections that were activated from the Community Zone from multiple member institutions. The electronic collections were not activated from the Network Zone using the Available For functionality and therefore cause many duplicate titles across the member institutions.
• Duplicate titles by ISBN for NETWORK institution – displays duplicate titles by ISBN in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
• Duplicate titles by ISSN for NETWORK institution – displays duplicate titles by ISSN in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
• Duplicate titles by Title Author Combined and Normalized for NETWORK institution – displays duplicate titles by the field Title Author Combined and Normalized in a Network Zone institution and excludes titles linked to the Community Zone. This report is designed to be run in the Network Zone.
• Duplicate titles by 035a for network institution – displays a list of titles that exist in the Network Zone institution and are duplicate titles. The records are determined to be duplicates based on the 035 field subfield a.

• The Operator Identifier 1 and Operator Identifier 2 fields were added to Fines and Fees > Staff Operator Details. They allow you to enrich the user details exported to Analytics with additional identifiers.
• Two additional reporting code fields (#4-5) were added for reporting codes and reporting code descriptions to the PO line dimension for all subject areas in which it appears. The names of the fields were also changed, so that the reporting code fields are as follows:
  • Reporting Code - 1st
  • Reporting Code - 2nd
  • Reporting Code - 3rd
  • Reporting Code - 4th
  • Reporting Code - 5th
  • Reporting Code Description - 1st
  • Reporting Code Description - 2nd
  • Reporting Code Description - 3rd
  • Reporting Code Description - 4th
  • Reporting Code Description - 5th
  ​
• The DC License and DC Rights fields were added to the Bibliographic Details dimension for all subject areas in which it appears. These fields contain the license and rights information from Dublin Core bibliographic records.
• The TR_J1 - Unique Title Requests field was removed from the Usage Data Details - Release dimension in the Usage Data subject area. This field was removed because it was erroneously added when COUNTER Release 5 was added to Alma and Alma Analytics.

Resolved

• When creating reports on physical item requests, sometimes the report was empty. This was fixed.
• When running reports with a Material Type Description of 'Undefined', no results were displayed. This was fixed.
• Fields from the Physical Items dimension were visible in the Purchase subject area. This was fixed.
• Clicks to Bx recommendations were not counted in Analytics reports in the Link Resolver subject area after Direct Linking became active in Primo. This was fixed

Acquisitions/Finance

Enhancements

...

• New file upload form: The process of uploading a file to a citation is now more intuitive and user-friendly. To streamline the process of creating a new citation that is based on a file, the File option directs the user to first load the file. In many cases, Leganto extracts the metadata from the files and saves manual entry of the citation details. Also see Adding a Citation Manually.
• List header redesign: Leganto now displays a streamlined view of the reading list header, showing only the first line of the list description and fewer details about the list. When expanded, you can select Read less or Less info to collapse the view. See Working with Reading Lists.
• Left navigation panel removed
• List status auto update when citation status changes: When a previously completed list has a citation status change due to one of the following parameters set in Configuration > Leganto > List Management > Course Reserves Automatic Statuses. For example, you can choose to have the list status change to Ready for Processing if the citation status changes when the instructor adds a tag.
• Institutions can now integrate with the Learning Management System via LTI 1.3. 
  • LTI 1.3: Canvas LMS supports the ability to add a new button to the LMS text editor. Using this button in Canvas, you can now embed citations from your Leganto lists directly into the Canvas editor. For more information, see Editor Button.
• The Reports tab was removed from Leganto due to technical issues. In the interim, you can use the List Analysis report. For more information, see Reading List Analytics.
• A new parameter was added to Leganto Features: display_file_option (true/false, default true). When set to false, Add file (in the add item menu) does not display.
• For instructor rollover, we updated the Rollover Look up course text to Select the course to which to roll over this list.
• The Library can now decide how to display the login screen to a user who selects CiteIt! before logging in to Leganto. You can now configure Leganto to display a small login window and then redirect the user back to CiteIt.
• When the request status of an item changes to In Process, an automatic resource locate is no longer performed since Leganto performs the resource locate automatically when the resource is added to the list. This previously resulted in an error message.
• Upon selecting some actions, the citation menu in Leganto did not automatically close until the user manually selected elsewhere on the screen. Now, the citation menu automatically closes after selecting any option.
• Section notes no longer have a full display. Only relevant note information such as the title and description displays.
• We added the option for librarians to include a Description for item request questions (Configuration > Leganto > Item Request Questions). The Description is defined in the customer labels table and supports HTML tags.

Resolved

• List description was lost when working with two tabs. This was fixed.
• When uploading a PDF file, in some cases the citation type changed to Article for no reason. This was fixed.
• List scrolled to the top In some cases for no reason. This was fixed.
• In some cases, the list thumbnails were not displaying the correct thumbnails. This was fixed.

...