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Ex Libris Documentation
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Acquisitions/Finance
Enhancements
- Copy PO LIne Prices to Items - When the PO line price is changed for physical one time orders, the price can now be copied to the item. (Note: The creation of a physical one-time PO line at an institution that has a default acquisition location should create a PO line with one default item. However, if the new copy_POL_price_to_item parameter is set to true, a PO line is created with no items in it. This issue will be fixed in a future Alma release.)
Receive All PO Lines in a Receive Batch - You can now receive all items for one-time PO lines listed on the Receive New Material page, up to 1,000 records. (Note that the Keep in Department check box is selected for all received records.) Parameters such as Keep in Department and receiving date are inherited by all items received. Note that Receive All triggers a system job, so items listed on the Receive New Material page will not display as received until after the job has finished and the page is refreshed.
- In addition, a new filter was added to the Receive New Materials page: Filter by owning library. Please note that this is a filter for POL Owner, which in some cases may differ from the holding library.
- Handling Itemless Bibs when Cancelling a POL - You can now define how an itemless bibliographic record is handled when a PO line is canceled and the item and holdings have been deleted. (Note: Due to a bug, this enhancement suppresses the bibliographic record, regardless of whether additional, active items are attached. It will be activated once this has been fixed in the June 2019 release.)
- Preview of Create Invoice API - As with Real Time Acquisitions for placing orders (e.g., GOBI API), will allow specific vendors to use the API to create invoices, potentially replacing manual and EDI creation. Full implementation scheduled for the January 2019 Alma release.
- New Option for Purchasing Operators and Invoice Operators to Reassign PO Lines and Invoices - This was previously limited to those with a higher level of privileges.
- Copy PO LIne Prices to Items - When the PO line price is changed for physical one time orders, the price can now be copied to the item. (Note: The creation of a physical one-time PO line at an institution that has a default acquisition location should create a PO line with one default item. However, if the new copy_POL_price_to_item parameter is set to true, a PO line is created with no items in it. This issue will be fixed in a future Alma release.)
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Resource Management
Enhancements
Resolved
October 2018 Resource Management SF: 00488117 00499898 00437732
In Browse Bibliographic Headings (Resources > Cataloging > Browse Bibliographic Headings), the 130, 630, and 730 Uniform Title fields are now indexed under the Title headings type.
October 2018 Resource Management SF: 00374502 00389169 00566262
When changing a physical item location and saving, the location did not update immediately on the List of Items page. This was solved for holdings with 50 items or less. For holdings with more than 50 items, the issue will continue, since the update is done by a background process.
October 2018 Resource Management SF: 00525803 00525295
Additional indications about suppression were added in relevant places. In addition, tool tips next to the suppression icon now describe exactly what is suppressed regarding the bibliographic record, holdings, or item.
October 2018 Resource Management SF: 00557241
Whenever a record was serial (Enumeration A/Chronology I) the availability was not checked when setting the icon content indicator. This was fixed, and now the icon toggles based on availability for serials, as well.
October 2018 Resource Management SF: 00484290
Changing Help URL in metadata configuration for certain MARC bibliographic record field did not work. This was fixed, and now extended fields which are not part of the out-of-the-box MARC21 fields are populated with the modified help URL, if it exists.
October 2018 Resource Management SF: 00347064 00353594 00584648 00366637 00464064 00434038 00540974 00434038 00540974
In the MD Editor, the last updated date did not appear, unless looking at versions. Instead, the creation date appeared. This was fixed.
October 2018 Resource Management SF: 00527514 00456525
Some bibliographic records were published with $6 for 245 264, 250, and 505, when these fields did not appear in the MD Editor. This was fixed, and $6 is no longer published for these fields.
October 2018 Resource Management SF: 00517253
In the MD Editor, when opening a record that has long fields and then opening another panel alongside it (for example, the versions panel), the long fields were not displayed correctly after the resizing the panels. This was fixed.
October 2018 Resource Management SF: 00529020 00523542
In View Inventory in the MD Editor, longer fields are cut off. This was fixed.