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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:

General Enhancements

  • The Alma sandbox will be refreshed on August 8, 2021.

Analytics & Reporting

Enhancements

Resolved


Acquisitions/Finance

Enhancements

  • Invoice Due Date field has been added to the invoice editing screen. It is used mainly for ERP export purposes and does not affect invoice progress within Alma


Course Reserves/Leganto

Enhancements

  • You can now manually attach a citation to a specific bibliographic record. Use the Manual Locate action to manually select or change which record the citation is attached to.

  • When copying a citation with a public note, the note is copied in the following scenarios:

    • Duplicating a list
    • Copying a citation
  • The Leganto List Library Notes and the Leganto List Library Notes Last Update fields were added to Course Reserves > Reading List. They indicate the reading list library notes and the date that the notes were last updated.
  • Students and instructors can now share their annotations with each other. When allow_citation_public_annotation (Configuration > Leganto > Features > Leganto Features) is set to true (default), a toggle appears on citations with embedded PDFs, giving instructors the option to enable or disable Public Annotations on a per PDF/Citation basis.
  • Leganto now offers out-of-the-box messages to let users know why a list is not accessible. You can configure these messages from Configuration > Leganto > General > Labels.
  • For clarity, the Select Subject filter label was changed to Other.

  • The Citation Number of Loans field (Leganto Student Usage > Citations) was added to select reports.


Resolved

  • Previously, it was not possible to use keyboard navigation to select options within the Accessibility menu. This was fixed.
  • Previously, the List status changed when a section note was added. This was fixed.
  • Previously, the weekly active students graph did not display properly. This was fixed.


E-Resources

Enhancements

  • Choose a date range when manually harvesting SUSHI data - You can now specify a start and end date when performing a manual harvest for SUSHI Release 5 accounts.
  • All references in Alma to Full text active in CDI only have been changed to CDI-only full text activation. 

Resolved

  • CDI Tab tooltips in the Electronic Collection Editor were unclear and did not match actual available settings. This was fixed.

Fulfillment

Enhancements

  • Patron Waitlist Management for Controlled Digital Lending

Resolved

  • Previously, when items are available in different locations within the same library and multiple requests are placed, in Pick from shelf list, the requests are assigned to only one item location. This was fixed.
  • The library filter of manage in process items page for non acquisition departments was wrong. This was fixed.


Resource Management

Enhancements

Resolved




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