Ex Libris Documentation

Harvard Alma working groups have summarized key updates below. See the Ex Libris monthly notes for complete details:

General Enhancements

Library scope for basic Physical Holdings search - You can set a library (or libraries) to always use for a holdings search. The setting is sticky but can be cleared at any time.

screenshot of physical holdings search in Alma showing library scope values

Alma is now certified for Safari on iPads in landscape orientation. (It was certified for Safari on Macs in December 2021.)

The Vendor Interface tabs were missing the blue dog-ear when they contained content. Ex Libris added a content indicator to the following tabs: Notes, Inventory, and Contact Information.

screen shot of vendor interface tabs in Alma showing blue dog-ear

Leganto now offers the option to present the reading list name in Primo search results. The reading list name is now added to the CNO $$w. Multiple lists are divided by a semicolon (;).
Users have the option to upload a file when reporting a broken link. The library can view the file by downloading it from the Leganto Broken Links Report in Alma. NERS 7208

Completed citations were included in the Ready for Processing facet. This was fixed.
Librarians are now able to remove locked lists from My Lists.

Improved Overlap Analysis Tool - Features a new interface and the ability to choose the entire Institution Zone as a target for comparison. For additional details, watch the video (~5 minutes) from Ex Libris.
Upload Electronic Holdings from Wiley - You can now update Wiley journal and book holdings in a single automated process. When enabled, the process automatically downloads a KBART formatted holdings file from Wiley and updates entitlements in the Wiley autoholdings collections.
The Synchronize Changes from CZ job was removed from Monitor Jobs page. The date of the last Community Zone update is still available from the Help menu:

screen shot of help menu in Alma showing CZ update date

DARA now identifies local standalone portfolios with the same base URL and recommends grouping them into a collection.

Fixed issue where Analytics did not display the correct Modification Date and Modified By values when an Electronic Collection was deleted.

It is now possible to configure fulfillment messages to pop up without the Confirm or OK button being automatically in focus. This requires operators to explicitly navigate to the Confirm or OK button (using the mouse or keyboard) when confirming the message.This new option prevents unintended confirmation of fulfillment messages resulting from hitting Enter or simply scanning in the next item. Activating this option is achieved by accessing the Fulfillment > Other Settings menu and setting the disable_enter_closing_fulfillment_popups parameter to 'true'.
Alma now enables configuring the system to enable privileged staff members to extend a loan due date at check-out time beyond the expiry date of a patron. By setting the new extend_due_date_beyond_user_expiry parameter (using the Fulfillment > Other Settings menu) with the value of MANAGER, OPERATOR or ALL you can determine which circulation desk operator role is required to extend a due date past the patron account's expiry date. If you do not want to enable this parameter, keep the value as NONE.