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Ex Libris Documentation

Harvard Alma working groups have summarized key updates below. See the Ex Libris monthly notes for complete details:

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Course Reserves/Leganto

Enhancements

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Resolved

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  • Library staff can now receive email notifications when a user marks a link as broken. The library can configure that emails are sent to one or more Alma users and/or one or more email addresses. 

    To configure that email notifications are sent to Alma users, configure the mark_as_broken_email_notification (Configuration > Leganto > Features > Leganto Features) parameter, using a comma to enter multiple entries. If the mark_as_broken_user_notification parameter is populated, a copy of the letter is also available in the user's Attachments list.

    To configure that email notifications are sent to specific email addresses (such as a generic helpdesk), configure the mark_as_broken_email_notification parameter, using a comma to enter multiple entries.

    It is possible to have email notifications sent to both specific users and specific email addresses. When either the mark_as_broken_email_notification parameter or the mark_as_broken_user_notification parameter is configured, an email is sent to that address each time a link or file is marked as broken. When multiple users report the same link as broken, a counter is added in the Alerts tab indicating how many users have marked the link as broken.

    The Leganto Link Marked As Broken Letter (enabled by default) can be customized under General > Letters > Letter Configuration.

  • 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.
  • Prevent instructors from creating lists: Some libraries create all reading lists on behalf of instructors. For institutions whose librarians are the sole list creators, it is now possible to configure Leganto to prevent instructors from creating new lists.
  • Analytics: The new Reading List Sections Without Citations report is now available. It displays the reading list sections without citations. You can use this list to remove these sections, if desired.
  • When more than one list is linked to the same course, each list is now published to Primo in a separate $w.

E-Resources

Enhancements

  • New Pre-release indication is now displayed for Electronic Collections that are in the process of being added to the Community Zone by the Ex Libris content team. Note that this will be released gradually during March 2024
    • Only available for CZ Collections
    • For all collections that are Pre-Release, all actions aside from Portfolio List are disabled
    • All of the CZ portfolios under the Pre-Release Electronic Collections will also have a "Pre-Release" indication and will have actions disabled
    • CZ titles that only have Pre-Release portfolios associated will also have the "Pre-Release" indication and will have their actions disabled
  • Collection-level access model settings are now available. Staff can configure the access model at the collection level and all portfolios under that collection will inherit the access model. 
  • Overlap Analysis reports have two new columns:
    • Link resolver usage (access)
    • Link resolver usage (appearances)

This mirrors the information available in Analytics.  

Resolved

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Fulfillment

Enhancements

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Resolved

  • PlaceholderLending Requests Returned to Temporary Location:
    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.

  • 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
    • For more information see Managing the Hold Shelf.

  • You can now display the Due Date of the loan associated with the borrowing request. Configured at the individual user's level via the Records Customization page.

  • Resource Sharing: 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.

Resource Management

Enhancements

  • Filtering Holdings Sets Using Indication Rules

    • 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).

  • Physical Item Condition field in the Item Record
    • Harvard can now customize the values in this field. Currently, they are: Brittle, Damaged, Deteriorating, Fragile. LTS can add values to this list and is consulting with TSWG on what options should be added. To request values, please contact LTS Support. 

Resolved

  • Browse Bib Headings - "Open in repository search" was not working for headings containing asterisk characters. This was fixed.
  • Batch imports: the default search drop down under Resources > Import > Import Profiles was changed to Profile Name instead of Profile Description.