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 Enhancements (Historical)
Leganto Enhancements (Historical)
Leganto Enhancements (Current)
Enhancement Name/Brief Description | Release Month | Date Reviewed by FWG | Assessment/Decision/Action Items | Notes |
---|---|---|---|---|
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.
| |
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: |
default_list_sort_instructors parameter | February 2021 | |||
Find lists by course year and term | February 2021 | |||
Digitization workflow | March 2021 | |||
Configure URLs for the default thumbnails used when there is no cover image | March 2021 | |||
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. | |
CiteIt! login screen | June 2021 | |||
Include Description for request questions | June 2021 | |||
Concat_mapping_fields | July 2021 | |||
Set Default Sort | November 2021 | |||
Copy Internal Library Note when rolling over a course | December 2021 | |||
Quick Cite | December 2021 | |||
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 | |||
Instructor not assigned | January 2022 | |||
Reading List name in Primo search results | March 2022 | |||
Customize the Active and Inactive labels for Course Status | April 2022 | |||
mark_as_broken_file_upload Parameter | June 2022 | |||
Automate assigning reading lists | June 2022 | |||
Demand in Other Lists | July 2022 | |||
Archive courses in Alma | September 2022 | |||
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 |