Ex Libris Documentation

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Acquisitions / Finance

Enhancements

• New PO Line Task List is now the default option for all users, with no option to opt out. 

• Improvement in PO Line Layout
  • Material Supplier and Fund fields now allow users to select from a list instead of just a dropdown or typing the name of the vendor/fund.
  • Save and Continue is now considered to be a main action and appears more prominently on the right hand side with the highlighted color.

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• • A default action is selected in the confirmation screen when selecting Save or Save and Continue, saving the user from having to explicitly select the action.
• New "Save and Receive" action was added to the Item Editor. Users with relevant roles will now be able to select the "Save and Receive" action from within the Physical Item Editor page. This enables users to work on an item in the Item Editor, save, and receive that item in a single action. When the user clicks on Save and Receive, a dialogue window will display, enabling users to fill the receiving date and choose whether to Keep in Department (e.g. for cataloging or physical processing). 
  • Note that the department selected in the "Currently At" directly impacts the ability to save and receiving the item. Only users with the relevant roles for that library/department will be able to receive those items. 
  • This option will only display for items where the "receiving date" is unfilled and the PO line field is populated.
• When receiving items from within a PO Line, users can now select the "Keep Item in Department" option. Individual Acquisitions/Technical Services units will have different options configured in the "Next Step" dropdown–these correspond directly to what you have selected in the "Currently At" department.

Resolved

• After deleting PO Lines the list did not refresh. This is fixed.
• Exporting to Excel for itemized sets did not work. This is fixed.
• When selecting some facets for PO Lines the results included libraries that were out of scope for the user's role. 
• In the new PO line layout, if the material type was updated, those changes were not copied to the items. This was fixed.
• When the license on the PO line was not changed, it overrode the license on the resource. This is fixed and now only changing the license on the PO line overrides the license on the resource. 
• The order of reporting codes was listed in a different order than what was configured. This was fixed.
• There were a number of display issues in the new PO Line view, including the Save and Continue button, the Deferring reminder, the Deferring reason fields, etc. These were fixed.
• In the new PO Line layout, PO lines were automatically assigned to the current user after relinking. This was fixed.

Analytics & Reporting

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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.

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• Lending 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

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