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Overview

Release Cadence:

  • Fulfillment/Alma course reserves: Feature release quarterly (February, May, August, November).
  • Leganto: Monthly

Alma Enhancements to Consider Word Document. The word document exists to describe the enhancement and allow the members of FuWG review and discuss asynchronously between meetings. The tables below is used to track reviewed dates and decisions over time.

Alma Enhancements to Consider_Reviewed Word Document. This word document exists to keep our comments history and general discussion on enhancements that lead to the assessment/decision/action items listed below.

Fulfillment

Enhancement Name/Brief DescriptionRelease MonthDate Reviewed by FWGAssessment/Decision/Action ItemsNotes
Quick Printing Option for Multiple RecordsFebruary 2020February 25, 2021

Already in production - no testing required


Pop-up Messages in the Scan In Interface

March 2020February 25, 2021
  • Action: Try turning some on (see list below) in SB and testing
    • Item has requests, feedback message
    • Transit, feedback message
    • Work Order, popup message

Decision: FWG would like to enable the enhancement; however, this creates an issue for ITS; will need TSWG conversation to pursue

Turn on: Scan in messages configuration

Option to Exclude the Grace Period When Calculating Fee

July 2020February 25, 2021Not implemented because no fines are currently accruing

New On hold shelf reminder

December 2020February 25, 2021
  • Action: SB testing
    • Current SB configuration: 7 days after item went on hold
    • Should say, where it is held; when the hold expires
    • Test to see what happens if patron has 1 item at Lamont and 1 item at Countway where the hold expires on the same day
  • Action: Add FWG folx to email table so they receive notices from SB


  • Action: Enable enhancement
    • Julie draft email
    • Solicit feedback from FWG
    • Kara adds notice to Sandbox
    • Kara share draft with Corinna; next meeting Thursday, June 23
    • SH finalizes some notice language with AB
    • Configure reminder email to occur 7 days after item went on hold

Fulfillment jobs config (has to be manually kicked off on sandbox) set to 7 days?

Turn on hold shelf reminder letter

Display Override Return Date

January 2021February 25, 2021Shared logins shouldn't be able to override due dates; if staff want some student workers to have more privileges then they can get an individual login
Option to waive all filesMay 2021April 27, 2022Already in production - no testing required
In Alma, phone numbers are now a searchable user field.May 2021April 27, 2022Already in production - no testing required
'Requester Note' message has been added to the Scan In Messages Configuration screen.May 2021April 27, 2022Already in production - no testing required

Notify Users' on Cancellation Requests for Staff Requests 

June 2021April 27, 2022

Already in production - no testing required

  • Notices customized for cancellation reason

Courtesy Letter enhancements 

June 2021April 27, 2022

Could be useful depending on what information/language is conveyed

  • Reaching renewal limit
  • Resource Sharing
  • Item has active Reserves Work Order request
  • Account expiring
  • Action: Group would like to test. 
  • Action: Enable enhancement

Type of request loan block 

June 2021April 27, 2022

Already in production – no testing or changes in configuration required


Add/Renew Patron Role from Circulation Desk 

July 2021April 27, 2022Decided not to implement - not functionality that we need.

Description Column Added to the Patron Services Workbench 

July 2021April 27, 2022Didn't inspire significant discussion

ILLiad APIs 

July 2021April 27, 2022Wait to discuss until LTS project that is exploring Atlas APIs has findings from their work. Will investigate with Resource Sharing authentication project TBD.

Patron Waitlist Management for Controlled Digital Lending 

August 2021April 27, 2022Already in production - no testing required

Prioritize order of Libraries in Primo 

December 2021April 27, 2022D2D decided not to implement

Proxy requesting 

December 2021April 27, 2022Not currently using due to limitations of 1:1 relationship between proxy and sponsor.

Customizable labels for Internet Archive Book Reader and Universal Viewer  

December 2021April 27, 2022
  • Action: Kara will share with Corinna for D2D review; next meeting Thursday, June 23

Decision: Enhancement enabled, some language updates by Corinna for UX


Library-level patron notificationsJanuary 2022April 27, 2022
  • Action: Test to see how Courtesy notices behave if you have multiple items from multiple libraries due on the same day. If 1 notice, no further testing needed, if multiple notices consider testing enhancement.

Decision: Do not enable enhancement because patrons are already receiving combined emails.


Configure fulfillment messages to pop up without the Confirm or OK button being automatically in focus 

March 2022April 27, 2022Decided not to implement

Extend a loan due date at check-out time beyond the expiry date of a patron 

March 2022April 27, 2022
  • Action: Julie ask SB and FG if they have any concerns for implementation for individual logins; if no concerns implement.

Decision: pending feedback from SB and FG; do not implement


Courtesy letters update

May 2022April 27, 2022Decided not to implement
Set Unavailable Physical Items Process TypesMay 2022April 27, 2022
  • Action: Kara will work with Julie and Cynthia to test
  • Action: Andy will document on LTS wiki and Kara will review

Next-generation Alma UINovember 2022November 18, 2022Didn't inspire significant discussion
Copyright Attributes, Copyright percentageNovember 2022November 18, 2022Didn't inspire significant discussion
Additional Parameters for Automatic Loan-Renewal RulesFebruary 2023

March 7, 2023

Decided not to implement
User-defined statistical categoriesFebruary 2023March 7, 2023Decided not to implement
Customize the list of request-cancellation reasonsFebruary 2023March 7, 2023Decided not to implement

Anonymization feature expanded

May 2023

May 31, 2023

Decided not to implement

Reading Room Circ Desk Configuration

May 2023May 31, 2023

Not applicable to us based on current config; will want to revisit if we ever move things to a temp location upon being checked in at a RR. See doc. This is a configuration at the circ desk level, but only if temp loc is being used.

New layout for Resource Sharing

May 2023May 31, 2023No need to implement, just more options in the RS layout

The Fines/Fees tab of the User Details page

August 2023December 2023Nothing to implement

Additional information about resource-sharing requests

August 2023December 2023Nothing to implement

Long term digital loans

August 2023December 2023A longer-term lending period than DRP; don't see immediate need for it.

Lending Requests Returned to Temporary Location

February 2024February 2024Nothing to implement (Items that are shipped for fulfilling a resource sharing lending request are moved to a temporary location. If, before shipping, the item was already in a temporary location then, when returned, the item would revert back to the permanent location (instead of the previous temporary location). Now, the item will revert back to the previous temporary location.)
Hold shelf: Max time configurableFebruary 2024February 2024

To prevent items from sitting on hold shelves for extended periods of time, Alma now enables you to configure if the maximum time for an item to remain on a hold shelf before being returned to the lending library should be based on:

    • Due Date for the request
    • Circulation Desk Hold Shelf Expiration Time
Discuss again in next meeting

You can now display the Due Date of the loan associated with the borrowing request. 

February 2024February 2024Nothing to implement. Configured at the individual user's level via the Records Customization page

Resource Sharing: The Print Slip bulk action 


February 2024February 2024Nothing to implement. Enables the library staff to reprint received or returned slips in bulk. When multiple borrowing requests are selected, selecting Print Slip reprints all the slips.

Leganto

Enhancement Name/Brief DescriptionRelease MonthDate Reviewed by FWGAssessment/Decision/Action ItemsNotes

Add general message to top of reading list citations

December 2020July 14, 2022

We discussed the role that this feature may have in communicating copyright information to students and instructors.

This requires follow-up from J and Spruill. 

  • J Armstrong will reach out to Kyle about draft language. UPDATE: Kyle forwarded draft language to J and Spruill 9/13/2022.
  • Once language is finalized, Kara Young will add as a general message.

Reminder email to instructors to create reading lists

January 2021

April 12, 2023

April 19, 2023

May 3, 2023

Needs to be run on a defined set; Letter needs customization prior to implementation.

April 19, 2023: Decided to pilot for summer for DCE courses.

Run job > Course bulk updates > Leganto create list reminder email. Input is a list of courses. Associated letter also needs customization. Options:

default_list_sort_instructors parameter

February 2021


Find lists by course year and termFebruary 2021



Digitization workflow

March 2021


Configure URLs for the default thumbnails used when there is no cover image

March 2021


List status auto update when citation status changes 

June 2021December 1, 2022

There is a setting to possibly turn a list back to "Ready for Processing" when there are changes on the list. Kara will investigate in sandbox if this actually solves our problem of changes to requests being unfindable.

Doc is here; would need further guidance on how to configure.

Institutions can now integrate with the Learning Management System via LTI 1.3.  

June 2021April 12, 2023We should try to implement prior to Fall 2023.

CiteIt! login screen 

June 2021


Include Description for request questions 

June 2021


Concat_mapping_fields 

July 2021


Set Default Sort 

November 2021


Copy Internal Library Note when rolling over a course 

December 2021


Quick Cite 

December 2021


Create course records in situations where the instructor selects the LTI link to Leganto and the course does not already exist in Alma 

December 2021


Instructor not assignedJanuary 2022


Reading List name in Primo search results 

March 2022


Customize the Active and Inactive labels for Course Status 

April 2022


mark_as_broken_file_upload Parameter 

June 2022


Automate assigning reading lists 

June 2022


Demand in Other Lists 

July 2022


Archive courses in Alma 

September 2022


Resource Locate facet includes not located facetMay 2023




Auto enrich citations containing DOIMay 2023




Hide citations from students by statusMay 2023




List Last Published addedJune 2023




Specify language for citationJune 2023




Search for citation within reading listJuly 2023




Search for citation within Alma reading listAugust 2023




Use the customization wheel to add the Course ID to the Alma courses table displayAugust 2023




New User ExperienceSeptember 2023




My Collection renamed FavoritesSeptember 2023




Update citation URLs in bulkSeptember 2023




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