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.
Analytics & Reporting
Enhancements
- Titles Subject Area
The Library Name and Library Code fields in the Title Details dimension of the Titles subject area now contain data even when there are no items in the holdings record. The data will become available during the month of August, after the August release. - Fulfillment Subject Area
New attributes have been added to Fund Transactions dimension:
- Transaction Allocation Amount
- Transaction Encumbrance Amount
- Transaction Expenditure Amount
- Transaction Foreign Currency Encumbrance Amount
- Transaction Foreign Currency Expenditure Amount
These fields allow you to see the transaction amount according to allocation, encumbrance, and expenditure without having to apply a filter.
E-Inventory Subject Area
New measures have been added to Portfolio dimension:
- No. of Portfolio (Deleted)
- No. of Portfolio (In Repository Not Linked to CZ)
Resolved
- It is now possible to combine the Fulfillment and Physical Items subject areas and use the Physical Item Details dimension as the common dimension. For example, a report will be able to display the Number of Items from the Physical Items subject area and Loans from the Fulfillment subject area and add attributes and filter the results by fields from the Physical Item Details dimension of the Fulfillment subject area.
- Invoices added by EDI did not appear in Analytics reports. This was fixed.
E-Resources
Enhancements
- License templates - A license can now be saved as a template. (Saved tabs are for: license summary, license terms, group settings, and administrator information.)
- There is now a current & perpetual access type available for electronic collections and portfolios. This combination is in addition to the two previously available types for either current or perpetual access.
Acquisitions/Finance
Enhancements
The Reporting Code (which contains the Harvard Object Code) is now available on the Invoice Lines Display Screen. To add this field to your display, first click first on restore defaults, and then choose the fields you would like to display.
The Allocated Fund Code now displayed on the funds list in the PO line and invoice. It is also displayed when the auto complete function suggests funds for adding to the PO line or invoice.
