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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

  • (blue star)Manage Sets List Now Customizable
  • Top Right Menu in Alma Now Supports 'Alt' Keyboard Shortcuts and Voice Dictation Software. By pressing the 'Alt' key, the menu displays shortcut options. For more information, see Global Alma Hot Keys.

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Acquisitions / Finance

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Analytics & Reporting

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Course Reserves/Leganto

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E-Resources

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Fulfillment

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Resource Management

Enhancements

  • Filtering Holdings Sets Using Indication Rules

    • Alma users can now apply indication rules to filter collections of holdings records either during the process of saving a holdings search or by utilizing the "Filter Set" feature on the Manage Sets page. Additionally, when generating indication rules through a form, it is now feasible to create rules based on the metadata of holdings records. This functionality proves especially beneficial for libraries aiming to refine their holdings sets using metadata not included in the search indexes. For more information, see Creating a Form-Based Indication Rule. Watch the Filter a Holding Set by Indication Rule video (1:48 mins).

  • Physical Item Condition field in the Item Record
    • Harvard can now customize the values in this field. Currently, they are: Brittle, Damaged, Deteriorating, Fragile. LTS can add values to this list and is consulting with TSWG on what options should be added. To request values, please contact LTS Support

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