Ex Libris Documentation

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

Acquisitions

The new PO Line task list is currently available for all users. Until February, users have the option to revert back to the old option. As of February 2024, there will be no option to opt out. The new UI will be the only option for users. Please use the time before the February release to ensure all library staff are familiar with the new POL task list. For a general overview of the new PO Lines task list, see New Unified PO Line Task List. See also Searching for PO Lines - New Layout; Managing PO Lines - New Layout.

Changing the expected receipt date on a Product Order Line did not update the receiving date for its item. This was fixed.
Saving PO Lines resulted in an error message when there was an empty Access Model. This was fixed.
An error message was displayed when trying to create a logical set from an advanced search with more than one group of queries. This was fixed.

Invoice-Payment Voucher Currency field was added to Funds Expenditure > Invoice Line. It displays the currency of the voucher payment.
Object Report URL field was added to Analytics Usage Tracking > Query Details and Analytics Objects > Analytics Objects Details. It displays the report URL of the analytics object.
The following fields were added to E-Inventory > Service Details:
- Service Activation Status – Indicates if the service is available or not
- Service Portfolio Auto Activate – Indicates if automatic activation of new portfolios associated with the service is configured
- Service Site Down Message – Indicates if a message to display when the service is unavailable is configured

Loan notes were not anonymized by the anonymization job even though the "Anonymize item loans" and "Anonymize item loans Notes" checkboxes were selected. This was fixed.
An error message was displayed when trying to access a Data Visualization workbook. This was fixed.
Pinned objects did not display in the "Pinned Objects" area under the main Analytics menu for some users. This was fixed.
Searching for analytics objects by the creator name did not return results if the user configured the user display name format. This was fixed.
When the Analytics New Layout attempted to display a report preview for very large reports, performance was slow and the page eventually crashed. This was fixed by improving performance.

The new List Usage Overview tab was added to the Leganto Usage Dashboard. It displays data about reading lists that were used by students. It displays three reports:
- Active reading lists by academic department
- Active reading lists by month
- Active reading lists by month – top 5 departments
New UI:
- Accessibility fixes
- You can now use the order column to configure the order in which templates appear to end users (Configuration > Leganto > List Management > Templates)
- Out-of-the-box links to video help (Configuration > Leganto > Features > Help pages - New UI) are now available for institutions that have not yet added custom video links. Additionally, you can now use the order column to configure the order in which the help links appear to end users.

Previously, course reserve managers could not see citations from reading lists faceted by Assigned to Others. This was fixed.