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AdminLili Daie (Product Manager, Ex Libris)

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  1. 122 votes
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    Dear all,

    As part of the new UX of the All Titles search, it will be possible to view the bibliographic record in the details pane of the record (on the right side of the screen or in full view), and navigate between the records in the search using up/down arrow buttons as well as by selecting another record in the search list (on the left side or the screen).

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    Please note that the new search UX is planned to be available in the November 2024 release for the All Titles, Physical Titles, Electronic Titles and Digital Titles searches. You will be able to enable it by clicking on your user icon in Alma's persistent bar, select Feature Rollout Preferences, and activate the New Title Search toggle.

  2. 16 votes
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    Dear all,

    I am happy to update that we are working on enhancing the relink holdings workflow to allow handling the holdings bib record if there is no other inventory attached to it, giving the operator the choice to delete or suppress it similar to what is available to the operator when deleting a physical item.

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Please note that this is planned for the upcoming November 2024 release.

  3. 250 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Please note that this is planned for the upcoming November 2024 release.

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    I would like to update you on the solution we are working on:
    Libraries that would like Alma to update the bibliographic record field when the bib heading is linked to an authority via a cross-reference, but the preferred and non-preferred terms are in different types of fields, will be able to configure their Alma institution so that: When the bib heading matches the authority cross-reference, Alma will correct it to the preferred term and update the tag in the bib record accordingly (e.g. from 610 to 630). Non-filing indicators will also be updated if needed.
    When enabled, headings linked and updated by the new behavior will appear in the Authority Control Task List in a new report type, “Preferred Term Correction - Bib Heading updated and tag was modified", so catalogers can review and make updates if needed.
    Regards,
    The Alma product team

  4. 291 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    I would like to update that this enhancement is part of our updated 2025 roadmap: https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2024-2025)/Physical_Resource_Management#User_Preference_for_Physical_Item_Sort_Routine

    As part of the new title search UX, Alma will remember the selected sort of the physical items section, and this ability will be added to the items list during 2025.

  5. 12 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Thank you for this idea!
    We are currently looking into the PCC guidelines for the use of ISO 639-3 language codes in MARC records.
    However, from what we see the recommendation is to input them in field 041, and only use MARC language codes in 008:
    "How to input
    Bibliographic record
    Always code the language(s) of the resource being cataloged by using MARC language codes (in the 008/35-
    37, and if needed in an 041).
    Optionally, also code the language(s) of the resource in an additional 041 field using ISO 639-3 codes."
    Taken from: https://www.loc.gov/aba/pcc/scs/documents/ISO-639-3-guidelines.pdf

    Our plan is therefore to enhance the list of language codes supported in field 041 (in both search and controlled vocabulary).
    If there is additional documentation updating the recommendations for the 008 control field, could you please point us to it?
    Thanks!
    Alma Product Team

  6. 221 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    I'd like to update that the requested improvements to Browse Shelf Listing are planned to be completed in the November 24 release, with the addition of:
    1. Displaying the author information separately in the browse results, to assist in adding call number cutter for libraries that use author information for this.
    2. Supporting local 09X fields in the call number auto-population.
    3. Read-only access will be added, so that all users will be able to browse shelf listing (similar to browse bibliographic and authority headings).
    Regards,
    Lili

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    I'd like to update on some further improvements to Browse Shelf Listing planned for May 24 release, for MARC21 and KORMARC call number fields:
    1. Automatic population of the "Call Number" field in the browse will be extended to not only $a, but also $b when cursor is in the following bibliographic fields: 050, 055, 060, 070, 080, 082, 084.
    2. Automatic population of the "Call Number" field in the browse will be populated by $h and $i when cursor is in bibliographic field 852.

    In addition, following the semi-annual indexing, data from $b of the following fields will be part to the following call number search indexes in the repository search:
    LC call number: 050, 055, 090
    Universal Decimal Class Number: 080
    Dewey Decimal Class Number: 082, 092
    Other Classification Number: 084

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    I'd like to update on some of the requested improvements that were added to Browse Shelf Listing:
    1. Ability to view more results surrounding the exact search request - this was done as part of the August 23 release and is available in production.
    2. Making the drop-down menu values sticky - this was done as part of the November 23 release and is now available in Sandbox environments. Alma remembers the settings the user last set for "Call Number Level", "Call Number Type", "Library", and "Location" - the settings are updated only if the operator manually changes the selection in one of the drop-downs before triggering the browse action (note that the remembered settings are used only when opening a blank Browse Shelf Listing form, and not when opening a pre-populated form from a call number field or the Item Editor).

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all, I’d like to update you on the status of this idea:

    The following requests from the original idea description, as well as some mentioned in many comments, are on our roadmap, and will be gradually developed and released in the coming releases:
    1. Ability to view more results surrounding the exact search request.
    2. Making the drop-down menu values sticky.
    3. Adding Author/1xx information.

    For some of these requests, support was already added:
    1. Ability to actually be able to see the entire call number in the call number field – the call number field is now longer, to show the entire call number.
    2. Removal of the need to click into the call number field to search the shelf listing – the browse shelf listing and browse bib headings are available in the menu without having to navigate into a specific field. When browsing shelf listing from a bib record, if you do click on a specific call number field (e.g. 050, 082), the browse value is automatically populated from it. We are looking into the possibility of also auto-populating values from local call number fields (09X).

    We would also appreciate if you could please share some more details on the following requests, to help us understand the need:
    1. Ability to view shelf-list in Primo with one click.
    2. Ability to search the shelf list by call number that ignores sub-field labels.
    Thanks!

  7. 414 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all, thank you for posting this idea and for your helpful comments - we are in the process of assessing the complexity of this request, and will update the idea accordingly.

  8. 286 votes
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    An error occurred while saving the comment
    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all, thank you for posting this idea and for your helpful comments - we are in the process of assessing the complexity of this request, and will update the idea accordingly.

  9. 232 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    Thank you for posting this idea and for the helpful comments. We are reviewing this idea, and would like to make sure we fully understand the request.
    Since the item description impacts fulfillment functionality, such as requests - changing an item's description unlinks it from any existing patron requests, which can lead to their cancellation.
    Our concern is that bulk changes of item descriptions on a set of items could be risky, potentially leading to unintentional mass deletion of patron requests. I would therefore like to make sure that this is the desired functionality (meaning if item descriptions are inaccurate, the requests attached to them are also inaccurate, and request cancellation in this scenario would not cause any data issues).
    Thanks!

  10. 63 votes
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    Dear all,

    After further analysis, we believe the correct solution here would be to add a separate Alma facet for archival materials, so's not to create confusion or inconsistencies regarding resource types.

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,

    I'm looking at the details of this idea, and would like to make sure I understand the request here. You are asking for a new resource type that is effectively archival mixed materials, but will be called "Archival" (without detailing mixed materials) - is that correct?
    Today, LDR pos. 6 = p is used for the "mixed materials" resource type, defined as:
    LDR pos. 6 = p AND LDR pos. 7 = c.
    Making this change would mean you will exclude Archival from the mixed materials resource type, meaning:
    LDR pos. 6 = p AND LDR pos. 7 = c AND LDR pos. 8 = a -> Archival
    LDR pos. 6 = p AND LDR pos. 7 = c AND LDR pos. 8 = !a -> Mixed materials

    In addition, LDR pos. 8 will be ignored for all other types of records, so archival information will not be reflected in the search for them - for example:
    LDR pos. 06 = a AND LDR pos. 7 = c AND pos. 8 = a -> collection
    LDR pos. 06 = e AND LDR pos. 7 = m,s AND pos. 8 = a -> map
    etc.

    Am I understanding the requirement correctly? Would it perhaps be clearer to call the new resource type "Archival mixed materials"?

    Thanks,
    Lili

  11. 151 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    As changing the location of an item can impact work orders (not all work order departments can handle all items) - the alert is required and removing it could adversely impact libraries.
    We did, however, identify an issue with this alert, which caused it to be shown also for changes that could not impact work order requests (Material Type, Item Policy, Description) - this was fixed in the March 24 release. Following the fix, this alert will no longer be displayed for changes that can't impact work order requests.

  12. 144 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    The CloudApp "Item updater by Excel" now allows uploading an Excel spreadsheet in order to bulk edit item information: https://developers.exlibrisgroup.com/appcenter/item-updater-by-excel/
    For a detailed explanation on working with this app to bulk exit items, see: https://developers.exlibrisgroup.com/blog/how-to-activate-and-use-the-item-updater-by-excel-cloud-app/

  13. 21 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    Please note that the physical item APIs have been updated to include pattern_type and linking_number since this idea was created, and are available to you for retrieving and updating these fields.

  14. 351 votes
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    Dear Alma Community,

    As part of our ongoing commitment to align our internal development processes and increase roadmap transparency with our community, to provide a more realistic and transparent view of Alma development, this idea that was previously marked as “Planned” had been reassigned a status of “Accepted”.

    The “Accepted” status signifies that the Alma Product Management team recognizes the value of the remaining part of this idea, and is committed to its development. However - as we are still looking into possible solutions, it is not expected to make it onto the roadmap this year. We appreciate your understanding and patience as we implement this change.

    We understand that this change may lead to disappointment or frustration, and we sincerely apologize for any inconvenience it may cause. Please know that your ideas and suggestions are extremely important to us, and we are committed to continually enhancing Alma based on…

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    I would like to update that the "Undo Remove, Cut, Paste Field" (Ctrl+Shift+Z) action was released to the Sandbox environments as part of the quarterly August release.
    It will be available on Production with the August Release Update, scheduled for the weekend of August 13.
    We are also continuing our work to improve the browser's undo capability (Ctrl+Z) for undoing changes to the content of fields, and hope to introduce enhancements to this during 2024.

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    We would like to update that we are working on a new action to undo removing, cutting and pasting fields (Ctrl+Shift+Z), which will allow restoring data lost by removing or cutting a field without having to go back to a previous version of the record.
    We've also noted the issues mentioned with the browser's undo functionality (Ctrl+Z) when used for undoing changes to the content of fields, and are in the process of analyzing this to see if further improvements can be introduced down the line.

  15. 21 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    As part of NERS #7948, Add “Not contains” or “Not equals” to Alma Titles and Inventory Search Indexes Where "Contains" or "Equals" Currently Exist, we will be adding not operators as the comment below suggests.
    Please note that, since Alma offers combined enriched bibliographic and inventory search index, and it is possible to search titles by inventory information, the behavior of queries which retrieve bibliographic titles using inventory indexes with NOT operators will be as follows: When searching with a lower-level index "not contains" or "not equals", the search will retrieve all results where one or more inventory entities match the query. For example, searching for titles with location "not equals" library A will retrieve a title with items in both library B and library A, as there is an item that matched the search query.
    This behavior was agreed upon with the NERS representatives.

  16. 506 votes
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    We are investigating the options for enhancing the job reports as part of a general enhancement to the jobs UX, which will then allow gradually deploying report enhancements to the different jobs in Alma.

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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Thank you for posting this idea, and for the informative comments! We've noticed several different jobs mentioned in the comments - could we please ask you for a prioritized list of job reports that you would like improved?

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