November 2020 Release - Harvard Highlights

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

New Alma Layout Turned On for All Users. Please visit our New Layout wiki page for more information, and/or watch the Ex Libris training video (3 min). You can disable the new layout if needed (see wiki).

Analytics & Reporting

Enhancements

The following fields were added to E-Inventory > Portfolio:
- CDI Available for Groups – The group codes available for the specific collection, service, or portfolio for CDI.
- CDI Available for Group Members – The members of the groups in the Available For Groups field for CDI.
The following fields were added to E-Inventory > Cost Usage > Portfolio and Collection Measures:
- No. of Electronic Collections (In Repository + In CDI) – The number of collections in both the repository and CDI
- No. of Electronic Collections (In Repository + Not In CDI) – The number of collections in the repository, but not in CDI
The following fields were added to indicate the Rapid ILL Lending and Borrowing Institutions and Libraries:
- In Borrowing Requests > Borrowing Request Details: Lending Institution and Lending Library
- In Lending Requests > Lending Request Details: Borrowing Institution and Borrowing Library
The PO Line Creation Date dimension was added to the following subject areas that have the PO Line dimension. It contains fields relating to the PO line creation date.
- E-Inventory (Portfolio PO Line Creation Date, Electronic Collection PO Line Creation Date, and Cost Usage PO Line Creation Date)
- Funds Expenditure
- Physical Items
- Purchase Requests
In the Events subject area, the Event Date and Time field (added in August 2020) was moved from the Event Keys dimension to the Event Date dimension. Note that reports created with this field in the old location must be updated for the report to work.
The following fields were added to the E-Inventory subject area:
- In the Portfolio URL Information dimension:
  - Portfolio Dynamic URL (override)
  - Portfolio Static URL (override)
  - Portfolio URL Type (override)
- In the Service URL Information dimension:
  - Service Dynamic URL (override)
  - Service Is Free (override)
  - Service Linking Level (override)
- In the Electronic Collection dimension:
  - Electronic Collection Aggregator (override)
  - Electronic Collection Interface Name (override)

The following spelling changes were made to values and field names in Lending Requests > Physical Item Details and Requests > Physical Item Details:

	New Spelling	Previous Spelling
Process Type field, the value Hold Shelf:	Hold Shelf	HOLDSHELF
Lifecycle field, the value Active:	Active	ACTIVE
The following field names were changed:	Base Status	Base status
	Item Policy	Item policy
	Material Type	Material type
	Process Type	Process type
	Provenance Code	Provenance code

Fulfillment Course Reserves
When you duplicate a list that is associated with a course in Leganto (via the Reading List menu) or in Alma (via the Reading List Task List), the new (duplicated) list will not be associated with that course. However, when duplicating a list via the Courses page in Alma, or via the API, the associated course will be duplicated as well.
Fulfillment - Course Reserves / Analytics
The Section Locked field was added to the Reading List Section dimension in the Course Reserves, Leganto Student Usage, and Leganto Instructor Usage Events subject areas.
The Course ID field was added to Course Reserves > Course.
The Citation File Size (KB) and Citation Thumbnail File Size (KB) fields were added to Course Reserves > Reading List Citation and Leganto Student Usage > Citations.
In addition the Total File Size Used out-of-the-box report is now available to display the total file size used, which includes the citation file and citation thumbnail file sizes.

Resolved

In the Digital Inventory subject area, when adding the Rep Creation date field to a report, the measure fields of the report did not display the correct information. This was fixed.
Pivotable and other formatted reports do not export to Excel correctly in OAS. This was fixed by making a change to the configuration file.
CDI Newspapers was spelled incorrectly. This was fixed.
The value of the Fund Transactions > Fund Transaction Details > Related Records field did not display the correct value, so the related record did not appear. This was corrected.
Analytics widgets are now working properly in NG.
The Analytics Usage Tracking job does not update the usage value. This was fixed.

Acquisitions/Finance

Enhancements

Disable PO Line and Invoice Alerts - Some PO line and invoice alerts, as seen on their respective Alerts tabs, can now be disabled. The disabling of the alerts also effects the confirmation message associated with these alerts. If an alert is disabled and purchasing review rules or invoice review rules are set for the alert that is disabled, the rule will not work for any PO lines/invoices that are recalculated or created. (Ex Libris Documentation)
New Invoice Role Privileges - Two new privileges are now available on the Invoice Operator and Invoice Manager roles. The Send back to review privilege defaults to enabled and the Delete invoice line privilege is disabled by default to maintain existing functionality. These additions were designed so that we would be able to offer Invoice Operators the ability to delete invoice lines, while maintaining appropriate controls.

Resolved

Previously, adding a note to a canceled PO line caused an error. This was fixed.

Course Reserves/Leganto

Enhancements

Locate citation source config: You can now configure Leganto to locate citations based on any or all the fields indicated in the Locate Citations By Fields mapping table (Fulfillment Configuration > Courses > Locate Citation By Fields), using the new resource_locate_mode field in the Other Settings table (Fulfillment Configuration > General > Other Settings).
Create reading lists by import: You can now create reading lists by importing a .txt or .csv file, using a new integration profile job called Reading List Loader. You can view a sample file here. For more information on the file requirements, see Reading List Loader.
When performing a simple search for courses in Alma, you can now search by the Course ID. For more information, see Course Search Fields.
When you duplicate a list that is associated with a course in Leganto (via the Reading List menu) or in Alma (via the Reading List Task List), the new (duplicated) list will not be associated with that course. However, when duplicating a list via the Courses page in Alma, or via the API, the associated course will be duplicated as well.
You can now insert hyperlinks in public notes, by entering a URL followed by the link text surrounded by pipes in the citation full view. For more information, see Adding a URL to a Public Note.
For citations in completed status, you can now configure Leganto to revert the citation to a different status whenever a certain tag for the citation is added or removed.
In Leganto, you can now perform actions on multiple selected citations, using the new Edit Multiple Items icon in the reading list view. For more information, see Editing a Citation.
New accessibility features have been added to Leganto.
In this release, Leganto UI elements like the menus, tooltips, dropdown lists were upgraded.
You can now configure the default section name to appear when a reading list is created in Alma or imported into Leganto, using the new defaultSection.title label in the Labels configuration table (Leganto Configuration > General > Labels). For more information, see Creating or Duplicating a Section.
In the Notifications tables (Leganto Configuration > Features > Notifications – instructors and Leganto Configuration > Features > Notifications – students), you can configure Leganto and Alma to show a notification whenever a note has been added to a list, using the new A new note was added to a list parameter.
Analytics:
- The Course ID field was added to Course Reserves > Course.
- The Citation File Size (KB) and Citation Thumbnail File Size (KB) fields were added to Course Reserves > Reading List Citation and Leganto Student Usage > Citations. In addition the Total File Size Used out-of-the-box report is now available to display the total file size used, which includes the citation file and citation thumbnail file sizes.

Resolved

Previously, when a brief citation was created in a reading list, the 'Suppress from Discovery' checkbox did not really create a suppressed item. This was fixed.
The system allowed a reading list to be associated with the same course multiple times. This was fixed.
When a citation with a due date was deleted, the due dates area in Leganto didn't reflect the deletion. This was fixed
In Leganto, when using student preview mode, the breadcrumbs didn't work. This was fixed.
In Leganto, the move citation action didn't work when the list was filtered. This was fixed.
In Alma, the "List has a new note" alert was missing from the Alerts filter. This was fixed.

E-Resources

Enhancements

Activate collection for full text in CDI only - It is no longer possible to use Activate collection for full text in CDI only for electronic collections of type Link Resolver. (This setting should only be used for Link in Record collections.)

CDI information in the CZ Update Task List - The Community Zone task list now includes a report on Community Zone electronic collection changes related to CDI. The changes include:

CDI search activation
CDI full text linking
CDI search rights
CDI full text rights
CDI type

Resolved

In some cases, the COUNTER Platform field in the electronic collection editor and the portfolio editor did not return suggested values or accepted valid values. This was fixed.

Fulfillment

Enhancements

You can now allow other libraries to handle personal delivery for that library's items. This will take into account the scan-in library's ability to handle personal delivery (having a primary circulation desk that supports personal delivery). To enable this option, select the Allow other libraries to handle personal delivery check box on the library's Organization Unit Details page. See Editing a Library.

Resolved

Previously, after printing a hold slip, the operator could press the enter key to validate the pop up window. But in the new interface, a mouse click was required. This was fixed. You can now press enter to validate the pop up window.

Resource Management

Enhancements

Improved Partial Linking Indication in the Metadata Editor. The binocular icon will now be used to represent full linking, where the entire heading is controlled by an authority record. A monocular icon will now represents headings that are partially linked (e.g. $$a only is controlled).

Additional Name and Subject Bib Heading Browse. (This feature will appear after the November re-indexing, and only in the New Metadata Editor. Check the info icon in the upper right to see indexing status).

EXISTING BROWSE: Names - from 1XX/7XX and 6XX
NEW ADDITIONAL BROWSE: Names - without 600/610/611
EXISTING BROWSE: Subjects - includes 6XX except for 600/610/611
NEW ADDITIONAL BROWSE: Subjects - includes 600/610/611) -
For a detailed list of MARC fields/subfields included visit the ExL page on Browsing Bib Headings.

Additional subfields in indexes (after re-indexing completes)

Creator index: $g from 1XX/7XX name headings
Other system number index: $w in 800/810/811
Format of Notated Music: 348 $a
Medium of Performance for 382 subfields a,b,d,e,n,p,r,s,t,v

DARA Recommendation to Remove Multiple Bibliographic Records with the Same OCLC Number. DARA now identifies if you have multiple bibliographic records with the same OCLC number in the 035$a field. You can create a set to review bibliographic records to see if there are records in which the system control number should be corrected