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Table of Contents |
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Ex Libris Documentation
Harvard Alma Working Groups have summarized key changes below. A full list of changes for the release can be found in the official Ex Libris Release Notes.
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- 541 $e in MARC 21 holdings records
- Uniform Title search results sorting on 130, 240, or 245 a
- Series search results sorting on 490 indicator 0 or 830
- When spaces are part of the stored data and advanced search is done using the Contains exact phrase starting with option
For example, the call number QP 320 can be found with the Contains exact phrase starting with option when QP or 32 is entered for the search criteria. See Call Number Search with Exact Phrase for more information.
Series details from the following MARC 21 830 subfields in repository search results: $a, $d, $f, $k, $l, $n, $p, $s, $x, and $v. Subfields will appear in the order in which they are cataloged (not in alphabetical order).
- The display of subfields in their original order (instead of alphabetic order) for MARC 21 authority records in repository search results
- Correct search results when a search string contains an apostrophe in an advanced search with Title parameter and using Starts With
- The properly working Is Local (Electronic Collection) parameter in advanced search for electronic collections
- Retrieving accurate search results when using the advanced search Activation Date (Electronic Collection) option with Is Empty for electronic collections
- The removal of punctuation marks between CJK characters in browsing results is a feature that is now available for all customers without the need to request Support to activate this capability. This feature will be fully available after the completion of the semi-annual reindexing (to take place in December; a more detailed explanation can be found here). See Browsing CJK Results for more information.
- The sort options for repository search results were expanded to include the following: Uniform Title - Asc, Uniform Title - Desc, Series - Asc, and Series - Desc. See Sorting Search Results for more information. Note that to be fully functional, these new options require reindexing.
- When performing an All titles repository search, the Configuration icon options in the search results now include the column Uniform Title that displays data from the MARC 21 130 and 240 fields. See Record Lists for more information.
- The following MARC 21 resource types are new: Map - Microfiche, Map - Microfilm, and Map - Microopaque. In addition, the formula for identifying the Microforms resource type (MARC 21) changed. See the Rules Used to Create the Resource Type Field – MARC 21/KORMARC and UNIMARC table for more information.
An advanced search for Tag Suppressed (Title) returned no results. This was fixed.
Users without the Repository Manager role could not see the holdings and items links when opening a public set. This was fixed, and now Physical Inventory Operator can also see the links.
Late entry (added 12/17/18)
- CJK Punctuation: all punctuation marks are removed during indexing when they appear within CJK text. However, the punctuation remains when you are searching. This helps to ensure that the best results are retrieved. Note that the display of CJK content continues to show the punctuation. This existed previously for Chinese/Japanese, and is now available for Korean.
Analytics & Reporting
Enhancements
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Display a 13 Digit ISBN Number in the PO Line Description - When an order is created for a monographic bibliographic record that has an ISBN, the ISBN appears in the Identifier field in the PO Line details section. You can now enable the display_isbn_13_in_predefined_result parameter to display the 13 digit ISBN in the PO line description, even if the original bibliographic record has only a 10-digit ISBN.
Configuring Physical Items Sort Routines - When configuring the Physical Items Sort Routines (Configuration Menu > Resources > General > Physical Items Sort Routines), the following additional fields are available for sorting physical items: Chronology J (month), Chronology K (day), Material type, and Receiving date.
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- When entering a user in Patron ID of the Managing Patron Users, and then entering another user without deleting the first, in some cases the Notes tab displayed the notes of the first user. This was fixed. Now, to switch between users, you must select the X button to clear the first user's data.
- The fine/fee type field was not included in the bursar export file for some fine/fee types. This was fixed.
- In the Get It holdings list, the related holdings indicator did not appear when using the enable holdings configuration option. This was fixed.
- In some cases, when a manual due date change was made on a recalled loan, and the canceled recall policy was Restore to Original, the new due date was incorrect when the recall was canceled. This was fixed, and now the due date is restored to the most recent manually changed due date, if it exists.
- In some cases, you could not add a calendar entry when time changes between daylight savings time and standard time incorrectly seemed to cause overlapping entries. This was fixed.
- When a renew action for a loan was blocked due to the Maximum Renewal Period policy, sometimes the block display window did not appear and the block could not be overridden. This was fixed.
- In Manage Patron Services, when submitting a request, entering data in the title field was slow. This field is now more responsive.
- Selecting the number of requests in physical item search results sometimes returned a Java error. This was fixed.
- In some situations, such as when a user accidentally scanned in an item twice or received the same NCIP message twice, a resource sharing lending request appeared as if it had multiple barcodes. These requests could not be deleted or removed after the item was returned. To fix this issue, you can ask Ex Libris to run a data corrector to remove duplicate barcodes. When the data corrector corrects a request, a note appears in the request indicating that it was most recently updated by the data corrector. Note that users should use the correct workflow for shipping using the ship items interface to avoid duplicating barcodes.
Resource Management
Enhancements
- Templates search - When you work in the Templates section of the MD Editor, there is now a search box that you can use to more quickly access an existing template. For templates that you created that are located in the Community folder, there is now the option to delete the template from the Community
- Configuring Physical Items Sort Routines - When configuring the Physical Items Sort Routines (Configuration Menu > Resources > General > Physical Items Sort Routines), the following additional fields are available for sorting physical items: Chronology J (month), Chronology K (day), Material type, and Receiving date.
- Control Punctuation for Headings Updates to Bibliographic Records - A new customer parameter is available for controlling punctuation that is added or corrected when authority headings information is used to update a bibliographic record when using F3 or preferred term correction. Harvard has chosen the new option to NOT add/change punctuation when using F3 or Preferred Term Correction job.
New Import Profile Option for Matching based on inventory: When you import records with a single match, you can now configure the import profile to use inventory type as a criterion for a match. With this new option, you can maintain separate bibliographic records for electronic and physical inventory types with the same title. See Single match - match only record with the same inventory type (electronic/physical)for more information. (Feature postponed by ExL).New 001 fields in holdings - when holdings are saved, an 001 for the Alma system number will be added. For migrated records that have the Aleph holdings 001, the 001 will be replaced with the Alma 001.
- New External search resources - (contact LTS to have these enabled): ZDB, DNB
- Tab separated values: when importing records, you can now set up a profile for files that contain tab-separated values (TSV). See Physical source format for more information.
- The publish and update times given to a bibliographic record can now reflect either your institution's time zone
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