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Release Cadence:
- Fulfillment/Alma course reserves: Feature release quarterly (February, May, August, November).
- Leganto: Monthly
Alma Enhancements to Consider Word Document. The word document exists to describe the enhancement and allow the members of FuWG review and discuss asynchronously between meetings. The tables below is used to track reviewed dates and decisions over time.
Alma Enhancements to Consider_Reviewed Word Document. This word document exists to keep our comments history and general discussion on enhancements that lead to the assessment/decision/action items listed below.
Fulfillment
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Already in production - no testing required
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- Action: Try turning some on (see list below) in SB and testing
- Item has requests, feedback message
- Transit, feedback message
- Work Order, popup message
Decision: FWG would like to enable the enhancement; however, this creates an issue for ITS; will need TSWG conversation to pursue
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Option to Exclude the Grace Period When Calculating Fee
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- Action: SB testing
- Current SB configuration: 7 days after item went on hold
- Should say, where it is held; when the hold expires
- Test to see what happens if patron has 1 item at Lamont and 1 item at Countway where the hold expires on the same day
- Action: Add FWG folx to email table so they receive notices from SB
- Action: Enable enhancement
- Julie draft email
- Solicit feedback from FWG
- Kara adds notice to Sandbox
- Kara share draft with Corinna; next meeting Thursday, June 23
- SH finalizes some notice language with AB
- Configure reminder email to occur 7 days after item went on hold
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Fulfillment jobs config (has to be manually kicked off on sandbox) set to 7 days?
Turn on hold shelf reminder letter
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Display Override Return Date
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Notify Users' on Cancellation Requests for Staff Requests
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Already in production - no testing required
- Notices customized for cancellation reason
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Could be useful depending on what information/language is conveyed
- Reaching renewal limit
- Resource Sharing
- Item has active Reserves Work Order request
- Account expiring
- Action: Group would like to test.
- Action: Enable enhancement
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Already in production – no testing or changes in configuration required
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Add/Renew Patron Role from Circulation Desk
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Description Column Added to the Patron Services Workbench
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ILLiad APIs
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Patron Waitlist Management for Controlled Digital Lending
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Prioritize order of Libraries in Primo
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Proxy requesting
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Customizable labels for Internet Archive Book Reader and Universal Viewer
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- Action: Kara will share with Corinna for D2D review; next meeting Thursday, June 23
Decision: Enhancement enabled, some language updates by Corinna for UX
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- Action: Test to see how Courtesy notices behave if you have multiple items from multiple libraries due on the same day. If 1 notice, no further testing needed, if multiple notices consider testing enhancement.
Decision: Do not enable enhancement because patrons are already receiving combined emails.
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Configure fulfillment messages to pop up without the Confirm or OK button being automatically in focus
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Extend a loan due date at check-out time beyond the expiry date of a patron
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- Action: Julie ask SB and FG if they have any concerns for implementation for individual logins; if no concerns implement.
Decision: pending feedback from SB and FG; do not implement
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Courtesy letters update
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- Action: Kara will work with Julie and Cynthia to test
- Action: Andy will document on LTS wiki and Kara will review
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Anonymization feature expanded
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Not applicable to us based on current config; will want to revisit if we ever move things to a temp location upon being checked in at a RR. See doc. This is a configuration at the circ desk level, but only if temp loc is being used.
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New layout for Resource Sharing
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The Fines/Fees tab of the User Details page
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Additional information about resource-sharing requests
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Long term digital loans
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Lending Requests Returned to Temporary Location
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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.
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You can now display the Due Date of the loan associated with the borrowing request.
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Resource Sharing: The Print Slip bulk action
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Leganto
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Automate Reading List Status While Course Active or Inactive
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Primo Newspapers Scope Added in Leganto
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overlay_no_type
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Purge menu added to Reading List actions list
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- Action: Fulfillment Enhancement Review (FER) Area Communicate with relevant Access Staff the difference between "Purge" and "Delete" for Reading Lists and update Staff Libguide
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Generating Citations Based on Reference Files (Beta)
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- Action: see doc for formatting guidance
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Hide or Show Newspaper Menu when searching for resources
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Notification to Students of upcoming due dates
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Subscription Letter for List Owners after Rollover
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Group liked the idea, but wasn't clear on how it would appear in Alma for the librarian processing the item
- Action: Someone should look at the documentation to see how this is represented: see video
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Leganto has integrated with Syndetics Unbound
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Citation’s Public Notes in Compact View
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YouTube how-to videos for Leganto
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- Kara turned on in Sandbox and in production.
- LER subgroup to review and decide which videos should remain on.
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How to install Cite It! video
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Changes to label values
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URLs can be included in a citation’s public note
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Move a citation to a different list or section within a list, using the new Move Citation option
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Lock section for editing
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Reading lists in the Recently Deleted lists group will now be automatically removed from the system once they have spent more than 30 consecutive days in the deleted lists group.
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- Action: Spruill Harder Communicate with relevant Access Staff the difference between "Purge" and "Delete" for Reading Lists and update Staff Libguide
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Citations Insights job
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Action: Kara will activate in Sandbox
- Action: Reserves folx will review and provide feedback
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Create reading lists by import
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Using tags to update citation status
Adding a tag or removing a tag can trigger a status change.
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- Action: Are there any applications for this functionality? Spruill Harder will take this to March's reserves meeting
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Leganto Configuration > List Management > Course Reserves Automatic Statuses
Rows 21,22,24
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Default section name
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Configure notifications for when new notes are added to a list
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We decided not to change any current configurations.
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You can now add a second page range for citations of type Book Extract
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We decided to adopt this enhancement without testing.
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Update a set of courses with the Course Bulk Update job
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This enhancement is a new standard feature and did not require discussion.
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Display item’s chapter number in brief display
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We decided to adopt this enhancement without testing.
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Add general message to top of reading list citations
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We discussed the role that this feature may have in communicating copyright information to students and instructors.
This requires follow-up from J and Spruill.
- J Armstrong will reach out to Kyle about draft language. UPDATE: Kyle forwarded draft language to J and Spruill 9/13/2022.
- Once language is finalized, Kara Young will add as a general message.
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Select how permalinks appear in export file
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This enhancement is a new standard feature and did not require discussion.
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Automatically Calculate Total Chapter Count
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Add/Edit public notes, due dates, and visibility dates on edit and create item forms
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Reminder email to instructors to create reading lists
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May 3, 2023
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Needs to be run on a defined set; Letter needs customization prior to implementation.
April 19, 2023: Decided to pilot for summer for DCE courses.
- Action: J Armstrong to draft letter for approval during 5/3 meeting.
- Action: J Armstrong&Ronnie Broadfoot to come up with list of courses to send letter to.
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Run job > Course bulk updates > Leganto create list reminder email. Input is a list of courses. Associated letter also needs customization. Options:
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You can now create a set of courses from an uploaded file
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Help page customization
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While these help pages are customizable, the LER Subgroup decided to keep them as they are for now.
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Update of text labels for links
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New filter menu in Leganto
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New display_in_process parameter
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You can now use multiple digital viewer services in Leganto
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general_message_dates and general_message_role parameters
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default_list_sort_instructors parameter
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Annotating PDFs
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Labels can now be imported into Leganto
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Citation Number of Loans Field
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Add or remove courses from reading lists with citations that have an approved copyright
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Digitization workflow
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Configure URLs for the default thumbnails used when there is no cover image
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Changes have been made to processing citations in bulk
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New file upload form
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List header redesign
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Left navigation panel removed
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List status auto update when citation status changes
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There is a setting to possibly turn a list back to "Ready for Processing" when there are changes on the list. Kara will investigate in sandbox if this actually solves our problem of changes to requests being unfindable.
- Action:J Armstrong to look into this and report back.
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Institutions can now integrate with the Learning Management System via LTI 1.3.
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Reports tab removed from Leganto
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New parameter: display_file_option
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Instructor rollover
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CiteIt! login screen
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In Process status and resource locate
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Citation menu automatically closes
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No full display for Section notes
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Include Description for request questions
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Select which users can see your useful links
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We determined it would be best to start with just the Library Course Reserves Service Page.
Useful Links are accessed via the Link icon in the header.
Useful Links are defined by Library Staff.
The LER Subgroup discussed options for what we might want to include as a Useful Link:
Harvard Library Course Reserves Service Page?
Liaison contact information?
Links to individual Schools' course reserves information resources?
This led to a discussion about what ought to be included on the Service Page if the majority of our "how-to" content moves to Ex-Libris-provided links.
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Add or remove Reading List owner/collaborator
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Reading List Complete automation
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Concat_mapping_fields
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Reading List Citation Update task
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Digital_display_in_collection
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Manually attach a citation to a specific bibliographic record
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Copying citation note
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The Leganto List Library Notes and the Leganto List Library Notes Last Update
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Share annotations
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Out-of-the-box messages
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We were curious what these messages are, but we were unable to locate them.
- Action: Follow-up with Kara Young for more information.
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Select Subject filter label changed to Other
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Citation Number of Loans field
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Read and Respond
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Add tag
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Initial Request for Review
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Top Panel and Scroll
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Join the Waitlist
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Cite It! Other Type
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Recent Changes tab
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List status changed to draft notification
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Requires further discussion.
- Action: We decided to enable this feature.
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Behavior and Design Changes
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Sorting when Exporting
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Set Default Sort
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Filter Date Field
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Receive notifications when Library-External tags are added or removed
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Uploading to CiteIt!
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Copy Internal Library Note when rolling over a course
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Automatically Create First Section When Creating a List in Leganto
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While this enhancement is a new standard feature and did not require discussion (to turn on the feature), it did motivate some thoughts about our creating new templates for instructions and library staff.
- J Armstrong will solicit ideas for templates, and we can test creating them in the Sandbox.
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New template in effect for Spring 2023.
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Quick Cite
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Reply to public annotations
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PDFs now open in a new tab
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Create course records in situations where the instructor selects the LTI link to Leganto and the course does not already exist in Alma
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LIBRARY REVIEW
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During our discussion of templates, we discussed how unwieldy large lists are. We discussed the possibility of having it be a default setting that all sections in the list are collapsed. This is a possibility, but requires further discussion–perhaps in consultation with Amy Deschenes.
April 19, 2023: We decided to leave the sections as expanded.
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Citation Material Types
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- Action:Kara Young to add the following types:
- Unlimited user ebook
- Limited user ebook
- Digital reserve book
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Citation Alma Digital Views
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Marking a link as broken
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Cite It Improvements
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Reading List name in Primo search results
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Upload a file when reporting a broken link
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Customize the Active and Inactive labels for Course Status
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Instructor Creates an Assignment By Uploading a File That Requires Copyright Approval
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Cite It! Supports…
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mark_as_broken_file_upload Parameter
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Automate assigning reading lists
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Cite It! now supports CiNii.
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Demand in Other Lists
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Archive courses in Alma
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send_list_on_published
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We were curious if this could help with batch process of emailing the Reading List reminder to instructors.
April 19, 2023: Discovered that we are able to exclude courses marked as "no list expected" from reminder email list.
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| Table of Contents |
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Overview
Release Cadence:
- Fulfillment/Alma course reserves: Feature release quarterly (February, May, August, November).
- Leganto: Monthly
Alma Enhancements to Consider Word Document. The word document exists to describe the enhancement and allow the members of FuWG review and discuss asynchronously between meetings. The tables below is used to track reviewed dates and decisions over time.
Alma Enhancements to Consider_Reviewed Word Document. This word document exists to keep our comments history and general discussion on enhancements that lead to the assessment/decision/action items listed below.
Fulfillment
| Enhancement Name/Brief Description | Release Month | Date Reviewed by FWG | Assessment/Decision/Action Items | Notes |
|---|---|---|---|---|
| Quick Printing Option for Multiple Records | February 2020 | February 25, 2021 | Already in production - no testing required | |
| March 2020 | February 25, 2021 |
Decision: FWG would like to enable the enhancement; however, this creates an issue for ITS; will need TSWG conversation to pursue | Turn on: Scan in messages configuration | |
Option to Exclude the Grace Period When Calculating Fee | July 2020 | February 25, 2021 | Not implemented because no fines are currently accruing | |
| December 2020 | February 25, 2021 |
| Fulfillment jobs config (has to be manually kicked off on sandbox) set to 7 days? Turn on hold shelf reminder letter | |
Display Override Return Date | January 2021 | February 25, 2021 | Shared logins shouldn't be able to override due dates; if staff want some student workers to have more privileges then they can get an individual login | |
| Option to waive all files | May 2021 | April 27, 2022 | Already in production - no testing required | |
| In Alma, phone numbers are now a searchable user field. | May 2021 | April 27, 2022 | Already in production - no testing required | |
| 'Requester Note' message has been added to the Scan In Messages Configuration screen. | May 2021 | April 27, 2022 | Already in production - no testing required | |
Notify Users' on Cancellation Requests for Staff Requests | June 2021 | April 27, 2022 | Already in production - no testing required
| |
| June 2021 | April 27, 2022 | Could be useful depending on what information/language is conveyed
| ||
| June 2021 | April 27, 2022 | Already in production – no testing or changes in configuration required | ||
Add/Renew Patron Role from Circulation Desk | July 2021 | April 27, 2022 | Decided not to implement - not functionality that we need. | |
Description Column Added to the Patron Services Workbench | July 2021 | April 27, 2022 | Didn't inspire significant discussion | |
ILLiad APIs | July 2021 | April 27, 2022 | Wait to discuss until LTS project that is exploring Atlas APIs has findings from their work. Will investigate with Resource Sharing authentication project TBD. | |
Patron Waitlist Management for Controlled Digital Lending | August 2021 | April 27, 2022 | Already in production - no testing required | |
Prioritize order of Libraries in Primo | December 2021 | April 27, 2022 | D2D decided not to implement | |
Proxy requesting | December 2021 | April 27, 2022 | Not currently using due to limitations of 1:1 relationship between proxy and sponsor. | |
Customizable labels for Internet Archive Book Reader and Universal Viewer | December 2021 | April 27, 2022 |
Decision: Enhancement enabled, some language updates by Corinna for UX | |
| Library-level patron notifications | January 2022 | April 27, 2022 |
Decision: Do not enable enhancement because patrons are already receiving combined emails. | |
Configure fulfillment messages to pop up without the Confirm or OK button being automatically in focus | March 2022 | April 27, 2022 | Decided not to implement | |
Extend a loan due date at check-out time beyond the expiry date of a patron | March 2022 | April 27, 2022 |
Decision: | |
Courtesy letters update | May 2022 | April 27, 2022 | Decided not to implement | |
| Set Unavailable Physical Items Process Types | May 2022 | April 27, 2022 |
| |
| Next-generation Alma UI | November 2022 | November 18, 2022 | Didn't inspire significant discussion | |
| Copyright Attributes, Copyright percentage | November 2022 | November 18, 2022 | Didn't inspire significant discussion | |
| Additional Parameters for Automatic Loan-Renewal Rules | February 2023 | Decided not to implement | ||
| User-defined statistical categories | February 2023 | March 7, 2023 | Decided not to implement | |
| Customize the list of request-cancellation reasons | February 2023 | March 7, 2023 | Decided not to implement | |
Anonymization feature expanded | May 2023 | Decided not to implement | ||
Reading Room Circ Desk Configuration | May 2023 | May 31, 2023 | Not applicable to us based on current config; will want to revisit if we ever move things to a temp location upon being checked in at a RR. See doc. This is a configuration at the circ desk level, but only if temp loc is being used. |
|
New layout for Resource Sharing | May 2023 | May 31, 2023 | No need to implement, just more options in the RS layout | |
The Fines/Fees tab of the User Details page | August 2023 | December 2023 | Nothing to implement | |
Additional information about resource-sharing requests | August 2023 | December 2023 | Nothing to implement | |
Long term digital loans | August 2023 | December 2023 | A longer-term lending period than DRP; don't see immediate need for it. | |
Lending Requests Returned to Temporary Location | February 2024 | February 2024 | Nothing to implement (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.) | |
| Hold shelf: Max time configurable | February 2024 | February 2024 | 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:
| Discuss again in next meeting |
You can now display the Due Date of the loan associated with the borrowing request. | February 2024 | February 2024 | Nothing to implement. Configured at the individual user's level via the Records Customization page | |
Resource Sharing: The Print Slip bulk action | February 2024 | February 2024 | Nothing to implement. 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. |
Leganto
| Enhancement Name/Brief Description | Release Month | Date Reviewed by FWG | Assessment/Decision/Action Items | Notes |
|---|---|---|---|---|
Add general message to top of reading list citations | December 2020 | July 14, 2022 | We discussed the role that this feature may have in communicating copyright information to students and instructors. This requires follow-up from J and Spruill.
| |
Reminder email to instructors to create reading lists | January 2021 | May 3, 2023 | Needs to be run on a defined set; Letter needs customization prior to implementation. April 19, 2023: Decided to pilot for summer for DCE courses.
| Run job > Course bulk updates > Leganto create list reminder email. Input is a list of courses. Associated letter also needs customization. Options: |
default_list_sort_instructors parameter | February 2021 | |||
| Find lists by course year and term | February 2021 | |||
Digitization workflow | March 2021 | |||
Configure URLs for the default thumbnails used when there is no cover image | March 2021 | |||
List status auto update when citation status changes | June 2021 | December 1, 2022 | There is a setting to possibly turn a list back to "Ready for Processing" when there are changes on the list. Kara will investigate in sandbox if this actually solves our problem of changes to requests being unfindable.
| Doc is here; would need further guidance on how to configure. |
Institutions can now integrate with the Learning Management System via LTI 1.3. | June 2021 | April 12, 2023 | We should try to implement prior to Fall 2023. | |
CiteIt! login screen | June 2021 | |||
Include Description for request questions | June 2021 | |||
Concat_mapping_fields | July 2021 | |||
Set Default Sort | November 2021 | |||
Copy Internal Library Note when rolling over a course | December 2021 | |||
Quick Cite | December 2021 | |||
Create course records in situations where the instructor selects the LTI link to Leganto and the course does not already exist in Alma | December 2021 | |||
| Instructor not assigned | January 2022 | |||
Reading List name in Primo search results | March 2022 | |||
Customize the Active and Inactive labels for Course Status | April 2022 | |||
mark_as_broken_file_upload Parameter | June 2022 | |||
Automate assigning reading lists | June 2022 | |||
Demand in Other Lists | July 2022 | |||
Archive courses in Alma | September 2022 | |||
| Resource Locate facet includes not located facet | May 2023 | |||
| Auto enrich citations containing DOI | May 2023 | |||
| Hide citations from students by status | May 2023 | |||
| List Last Published added | June 2023 | |||
| Specify language for citation | June 2023 | |||
| Search for citation within reading list | July 2023 | |||
| Search for citation within Alma reading list | August 2023 | |||
| Use the customization wheel to add the Course ID to the Alma courses table display | August 2023 | |||
| New User Experience | September 2023 | |||
| My Collection renamed Favorites | September 2023 | |||
| Update citation URLs in bulk | September 2023 |