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Ex Libris Documentation

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

General

Enhancements

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Acquisitions / Finance

Resolved

  •  Some PO lines hang when attempting to view the invoice lines attached to the PO line. This was fixed. 
  • The sort in the invoice line funding section was not working. This was fixed.
  • Electronic Collections were not listed in the Inventory tab for licenses with more than one page. This was fixed. 

Analytics & Reporting

Enhancements

  • Labels for Statistical Categories fields 1-9 were renamed, in all subject areas in which these fields appear, by adding a leading zero to the number. So, for example, Statistical Category 1 was renamed to Statistical Category 01. This change was done to enable sorting the field names properly.
  • Electronic Collection Material Type field previously located under E-Inventory > Portfolio Details for Consortia Members > --Electronic Collection was renamed to Portfolio Material Type (Code) and is now located under the --Portfolio dimension.

       Enhancements to Ex Libris created Dashboards in Shared Folders/Alma

  • The ACRL & IPEDS Dashboard created by Ex Libris was enhanced with the following improvements:
    • Text on several of the tabs was expanded to provide more information regarding the reports to help you configure the parameters according to your needs.
    • Bibliographic Details Material Type fields available for the reports under the Library Collection Number of Titles (Physical) and Library Collection Number of Titles (Electronic) tabs now displays a default value as appropriate for each report.
    Review the available prompts and filter options according to your reporting criteria. Consider your local system settings, configurations, cataloging practices, and product usage to determine the best selection of options. This will help you avoid any duplications. For more information, see Industry Standard Reports and Dashboards.
    The following enhancements were implemented for the Inventory dashboards:
    • To the Physical Books Deselection dashboard:
      • The text of the Documentation tab now displays completely without the need to scroll.
      • Filters were added to the Electronic Inventory with P tab for classifications and publisher.
      • The Normalized Call Number field was added to the following tabs:
        • Titles with Multiple Copies
        • No Loans
        • No Loans Past 5 Years
        • Loan Ratio
        • Physical items with E
    • To improve the performance of the Physical Books Deselection dashboard and the Physical Books Retention dashboard (which are data-heavy dashboards):
      • Filters are now set to include the selected criteria by default.

        The include selections option is selected by default.

        Include Selected Criteria
      • Auto Apply filters is now set to Off by default. This means that filters you set are not applied until you select Apply.

        Auto apply filters is off by default.

        Auto Apply Filters
      • Brushing, where if you select one part of a table or visualization on the first tab, data in other tables that is relevant is highlighted, is no longer available.
      • For filters, the Limit Values by option is now set to None by default. This ignores Limit Values set to Default for all filters and displays all selection values. It preserves the selection value limitations for any filters with Limit Values preferences set to Auto or <Filter Name>.

        The Limit Values by option is now set to None by default.

        Limit Values by None
  • The Num of Days Accessed: Dashboards/Workbooks per User field was added to Analytics Usage Tracking > Usage Tracking Measures. It displays the number of days that a user accessed the dashboard/workbook. For more information, see Num of Days Accessed: Dashboards/Workbooks per User. 
  • The Analytics Tracking Dashboard was enhanced with the following developments:
    • The Dashboard/Workbook Path field was added to the Report Details section on the Report Details canvas.
    • The Dashboard/Workbook Path field was added to the Number of Errors per Report section on the Failed Reports tab.
    • The Query Trend - last 2 years report on the Overview tab was renamed to Query Trend to better reflect that the time-frame displayed is configurable.
    • The date format of the Data updated as of field was improved for clarity.
Resolved
  • LC classification codes were missing in Analytics. This was fixed.
  • In the Change Physical Items Information job, when setting an items status to "Missing", an event was created, but the "PROCESS_TYPE" element of the event was empty instead of "MISSING". Additionally, when marking an item as "MISSING" with the "Save and Toggle Missing" button in the item editor or the "Toggle Missing Status" action in the Physical Items search results list, no process type change event was created. This was fixed so that for each of these actions, a "MISSING" event is created."


Course Reserves/Leganto

Enhancements

  •  Institutions can now control which list publishing options to display to instructors when sending a list to the library for review. The parameter show_publishing_options (Configuration > Leganto > List Management > Publishing) can be set to:
    • All, Anyone — All students at the institution and Anyone
    • All, Registered — All students at the institution and Course students
    • Registered, All, Anyone — Course students, All students at the institution, and Anyone
    • Registered, Anyone — Course students and Anyone

      This parameter is only relevant when auto_publish_default_mode is set to No.The default setting when auto_publish_default_mode is set to No is Registered, All, Anyone. The default selected setting for this parameter is based on the setting in the publish_default_mode parameter. For more information, see Configuring Reading List Publication Options.

  • When configured (Configuration > Leganto > List Management > Item Request Questions and Item Request Answers), the new UI now triggers Leganto Questions when adding items using Cite It! For more information, see Configuring Leganto Questions.
  • When using the link selection or editor button, courses without lists now display a message indicating that This course doesn't have a list, and presents the option to Create a new list or link an existing list to this course. A similar workflow was previously available in the classic UI and is now also available in the new UI.
  • Based on customer feedback, when viewing an unpublished list as a student, the banner now indicates that Your list isn't published and isn't visible to students.
  • Based on customer feedback, when the checkbox is configured (Configuration > Leganto > Discovery > Primo Integration > primo_include_non_fullltext_option) to be displayed, selecting the Include records without full-text access checkbox automatically re-runs the search.
  • Based on customer feedback, when editing an item and then saving your changes, the item full details now remains open.

Resolved

  • In some cases, moving an item did not work as expected. This was fixed.
  • When two banners were displayed, the last citation was cut off. This was fixed.

E-Resources

Resolved

  •  Extended Export was only exporting one service. This has been fixed.
  • When the input file for the portfolio loader was very large, not all portfolios were activated. This was fixed. 
  • The portfolio loader did not handle the URL type. This was fixed, and now when populating URL or PARSER_PARAMETERS, the portfolio loader selects the URL type based on the column populated with a non-empty value. 
  • The portfolio loader previously overwrote the parser program with Bulk::Bulk when the URL column was populated in the input file, instead of using the service's existing parser. This was fixed, and now the parser program will no longer be overridden and will correctly use the services designated parser. 
  • Add Titles from the Manage Collection UI: It was not possible to add titles that were assigned already to a collection in the hierarchy. This was fixed. 

Resource Management

Enhancements

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