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
Pop-up Messages in the Scan In Interface	March 2020	February 25, 2021	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	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
New On hold shelf reminder	December 2020	February 25, 2021	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	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 Notices customized for cancellation reason
Courtesy Letter enhancements	June 2021	April 27, 2022	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
Type of request loan block	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	Action: Kara will share with Corinna for D2D review; next meeting Thursday, June 23 Decision: Enhancement enabled, some language updates by Corinna for UX
Library-level patron notifications	January 2022	April 27, 2022	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.
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	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
Courtesy letters update	May 2022	April 27, 2022	Decided not to implement
Set Unavailable Physical Items Process Types	May 2022	April 27, 2022	Action: Kara will work with Julie and Cynthia to test Action: Andy will document on LTS wiki and Kara will review
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	March 7, 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	May 31, 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		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		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.	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		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
Enabling Hiding the Collaborators Panel	February 2020	February 25, 2021	Didn't warrant significant discussion
Automate Reading List Status While Course Active or Inactive	March 2020	February 25, 2021	Reading List status not widely used among Access Staff
Primo Newspapers Scope Added in Leganto	March 2020	February 25, 2021	Didn't inspire significant discussion
overlay_no_type	March 2020	February 25, 2021	Didn't inspire significant discussion
Purge menu added to Reading List actions list	March 2020	February 25, 2021	Action: Fulfillment Enhancement Review (FER) Area Communicate with relevant Access Staff the difference between "Purge" and "Delete" for Reading Lists and update Staff Libguide
Generating Citations Based on Reference Files (Beta)	May 2020	February 25, 2021	Action: see doc for formatting guidance
Hide or Show Newspaper Menu when searching for resources	May 2020	February 25, 2021	Didn't inspire significant discussion
Notification to Students of upcoming due dates	June 2020	February 25, 2021	Didn't inspire significant discussion
Subscription Letter for List Owners after Rollover	June 2020	February 25, 2021	Group didn't see much value-added to this enhancement as most rollovers are initiated by the List Owner (aka instructors). However, If someone is rolling over a list that I [AS staff] have to deal with, then I [AS staff] would like to receive the letter/notice
Personal Copies	June 2020	February 25, 2021	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
Create Reading Lists by importing RIS, BibTex, References, and Folders	July 2020	February 25, 2021	Didn't inspire significant discussion
Leganto has integrated with Syndetics Unbound	July 2020	February 25, 2021	Didn't inspire significant discussion
Leganto now displays the View online or Check availability links in the brief display of a citation	July 2020	February 25, 2021	Didn't inspire significant discussion
Citation’s Public Notes in Compact View	July 2020	February 25, 2021	Didn't inspire significant discussion
YouTube how-to videos for Leganto	August 2020	August 11, 2022	Kara turned on in Sandbox and in production. LER subgroup to review and decide which videos should remain on.	Should we have some videos on for students and others on for instructors? Is this possible?
How to install Cite It! video	August 2020	February 25, 2021	Didn't inspire significant discussion
Changes to label values	August 2020	February 25, 2021	Didn't inspire significant discussion
URLs can be included in a citation’s public note	August 2020	February 25, 2021	Group sees use case for this if DRP continues post-Spring 2021
The Lists view now displays the instructor(s) for the list's course	August 2020	February 25, 2021	Didn't inspire significant discussion
Move a citation to a different list or section within a list, using the new Move Citation option	August 2020	February 25, 2021	Didn't inspire significant discussion
Lock section for editing	August 2020	February 25, 2021	Group didn't see much value-added to this enhancement
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.	August 2020	February 25, 2021	Action: Spruill Harder Communicate with relevant Access Staff the difference between "Purge" and "Delete" for Reading Lists and update Staff Libguide
Citations Insights job	September 2020	March 18, 2021	Currently available to staff with the appropriate permissions
Guided Tours	September 2020	August 11, 2022	Action: Kara will activate in Sandbox Action: Reserves folx will review and provide feedback	Configure in Leganto Configuration > Features > Guided Tours.
Locate citation source config	November 2020	March 18, 2021	There are options for tweaking this if we find that citations are not being located properly or if it becomes an issue
Create reading lists by import	November 2020	March 18, 2021	Group didn't identify any use cases for this enhancement (other than the current Ares>Alma migration project underway for HKS)
Duplicating course lists in Leganto	November 2020	March 18, 2021	Different behavior depending on how it is duplicated, training issue. Duplicated lists can appear in a queue of unassociated lists that need cleanup
Using tags to update citation status Adding a tag or removing a tag can trigger a status change.	November 2020	March 18, 2021	Action: Are there any applications for this functionality? Spruill Harder will take this to March's reserves meeting	Leganto Configuration > List Management > Course Reserves Automatic Statuses Rows 21,22,24
Edit multiple citations within 1 reading list	November 2020	March 18, 2021	Group is uncertain what the options are and cannot think of many use cases for this enhancement
Default section name	November 2020	March 18, 2021	Option to make certain default templates available when a new list is created, this could come in handy when the project to improve the reading list experience for students begins (based on URC study) – otherwise, the enhancement was viewed as both "harmless and pointless"
Configure notifications for when new notes are added to a list	November 2020	July 14, 2022	We decided not to change any current configurations.
You can now add a second page range for citations of type Book Extract	December 2020	July 14, 2022	We decided to adopt this enhancement without testing.
Update a set of courses with the Course Bulk Update job	December 2020	July 14, 2022	This enhancement is a new standard feature and did not require discussion.
Display item’s chapter number in brief display	December 2020	July 14, 2022	We decided to adopt this enhancement without testing.
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. 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.
Select how permalinks appear in export file	December 2020	July 14, 2022	This enhancement is a new standard feature and did not require discussion.
Automatically Calculate Total Chapter Count	January 2021
Add/Edit public notes, due dates, and visibility dates on edit and create item forms	January 2021
Reminder email to instructors to create reading lists	January 2021	April 12, 2023 April 19, 2023 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. 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.	Run job > Course bulk updates > Leganto create list reminder email. Input is a list of courses. Associated letter also needs customization. Options:
You can now create a set of courses from an uploaded file	February 2021
Help page customization	February 2021	July 14, 2022	While these help pages are customizable, the LER Subgroup decided to keep them as they are for now.
Update of text labels for links	February 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
New filter menu in Leganto	February 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
New display_in_process parameter	February 2021	December 1, 2022	We decided to leave the status configurations as they are.
You can now use multiple digital viewer services in Leganto	February 2021	April 12, 2023	Might re-visit in future, but we currently use the IABR (after extensive review).
general_message_dates and general_message_role parameters	February 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
default_list_sort_instructors parameter	February 2021
Find lists by course year and term	February 2021
Annotating PDFs	March 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Labels can now be imported into Leganto	March 2021	April 12, 2023	This is a config table (Leganto > labels). Used to bulk update settings; not needed.
Citation Number of Loans Field	March 2021
Add or remove courses from reading lists with citations that have an approved copyright	March 2021
Digitization workflow	March 2021
Configure URLs for the default thumbnails used when there is no cover image	March 2021
Changes have been made to processing citations in bulk	March 2021
Add Items menu highlights the multiple options for adding citations	May 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Internet Explorer is no longer a supported browser for Leganto	May 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Create an annotation shape without adding a comment	May 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Leganto permalink, iFrame, and 3rd party cookies	May 2021
Section notes now automatically receive a status of Complete	May 2021	December 1, 2022	This enhancement is a new standard feature and did not require discussion.
New file upload form	June 2021
List header redesign	June 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Left navigation panel removed	June 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
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. Action:J Armstrong to look into this and report back.	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.
Reports tab removed from Leganto	June 2021
New parameter: display_file_option	June 2021	April 12, 2023	We determined it would be best to leave things as they are.
Instructor rollover	June 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
CiteIt! login screen	June 2021
In Process status and resource locate	June 2021	December 1, 2022	This enhancement is a new standard feature and did not require discussion.
Citation menu automatically closes	June 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
No full display for Section notes	June 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Include Description for request questions	June 2021
Select which users can see your useful links	July 2021	July 14, 2022	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.
Add or remove Reading List owner/collaborator	July 2021
Reading List Complete automation	July 2021	December 1, 2022	We decided to leave the status configurations as they are and not make use of this new feature.
Concat_mapping_fields	July 2021
Reading List Citation Update task	July 2021
Digital_display_in_collection	July 2021	April 12, 2023	Allows display of linked Alma-D digital object (via Links & Availability section) to item in "My Collection"; seems fine to remain on, since we also allow access via HOLLIS. Not sure if anyone uses the "My Collection" feature.	Already turned on (set to true)
Manually attach a citation to a specific bibliographic record	August 2021
Copying citation note	August 2021
The Leganto List Library Notes and the Leganto List Library Notes Last Update	August 2021
Share annotations	August 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Out-of-the-box messages	August 2021	April 19, 2023	We were curious what these messages are, but we were unable to locate them. Action: Follow-up with Kara Young for more information.	See notes for more on config options (5/3/23)
Select Subject filter label changed to Other	August 2021
Citation Number of Loans field	August 2021
Read and Respond	October 2021
Add tag	October 2021	April 19, 2023	This enhancement is a new standard feature and did not require discussion.
Initial Request for Review	October 2021
Top Panel and Scroll	October 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Join the Waitlist	October 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Cite It! Other Type	October 2021
Recent Changes tab	October 2021	December 1, 2022	This enhancement is a new standard feature and did not require discussion.
List status changed to draft notification	October 2021	December 1, 2022 April 19, 2023	Requires further discussion. Action: We decided to enable this feature.	It was already turned on in prod (5/3/23)
Behavior and Design Changes	November 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Sorting when Exporting	November 2021
Set Default Sort	November 2021
Filter Date Field	November 2021
Receive notifications when Library-External tags are added or removed	November 2021	April 19, 2023	We are not using Library External tags, and so, this configuration does not matter at this time.
Uploading to CiteIt!	November 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Copy Internal Library Note when rolling over a course	December 2021
Automatically Create First Section When Creating a List in Leganto	December 2021	December 1, 2022	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.	New template in effect for Spring 2023.
Quick Cite	December 2021
Reply to public annotations	December 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
PDFs now open in a new tab	December 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
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
LIBRARY REVIEW	December 2021	September 15, 2022	This enhancement is a new standard feature and did not require discussion.
Alert of Associated Reading List when Withdrawing or Deleting Items	January 2022
Leganto: new onboarding experience	January 2022	July 14, 2022	We decided to leave these as they are.
Option to set section view for a reading list	January 2022	December 1, 2022 April 19, 2023	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.
Instructor not assigned	January 2022
Labels Source and Add Source	January 2022	April 19, 2023	We are happy with the labels as they now are.
Item is also on another reading list indication	January 2022
disable_resolving_for_no_fulltext_citations flag	January 2022
Drag items	January 2022	December 1, 2022	This enhancement is a new standard feature and did not require discussion.
File facet labels	January 2022
Itemized sets capacity	January 2022
Analytics Reading List Citations dimension	January 2022
Citation Material Types	February 2022	April 12, 2023 April 19, 2023	Action:Kara Young to add the following types: Unlimited user ebook Limited user ebook Digital reserve book	Complete 5/3/23 on Prod
Citation Alma Digital Views	February 2022
Marking a link as broken	February 2022
Cite It Improvements	February 2022
Reading List name in Primo search results	March 2022
Upload a file when reporting a broken link	March 2022
Customize the Active and Inactive labels for Course Status	April 2022
Instructor Creates an Assignment By Uploading a File That Requires Copyright Approval	May 2022	December 1, 2022	We do not use copyright features in Leganto in this way.
Cite It! Supports…	May 2022
mark_as_broken_file_upload Parameter	June 2022
Automate assigning reading lists	June 2022
Cite It! now supports CiNii.	June 2022
Demand in Other Lists	July 2022
Archive courses in Alma	September 2022
send_list_on_published	September 2022	December 1, 2022	This enhancement is a new standard feature and did not require discussion.
Course Visibility field	November 2022
No List Expected	February 2023	April 12, 2023 April 19, 2023	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.	We are now aware of this feature and can use it if needed.
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

Fulfillment Enhancement Review (FER) Area

Fulfillment

Leganto