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 |
|---|---|---|---|---|
| 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 |
| |
Generating Citations Based on Reference Files (Beta) | May 2020 | February 25, 2021 |
| |
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
| |
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 |
| 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 |
| |
Citations Insights job | September 2020 | March 18, 2021 | Currently available to staff with the appropriate permissions | |
| Guided Tours | September 2020 |
| 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 |
| 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.
| |
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 | 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: |
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.
| 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:
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.
| 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 | Requires further discussion.
| 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 | 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.
| 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 | 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 |
| 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 | 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 |
