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AdminLili Daie (Product Manager, Ex Libris)

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  1. 95 votes
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    AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Thank you for this feedback. We'd like to clarify the new UX change:
    "Add Item" and "Add Item From Template" were always a feature of the Holdings' Items List (since an item must be created under a specific holdings record, this can only be done in a holdings' context - the holdings’ items list, the holdings search, while editing a holdings record in the Metadata Editor, etc.). However, in the previous UX, opening the items list from a title search automatically navigated away to the holdings’ items list when a title had a single holdings record.
    This created a lot of confusion, since users weren't always aware this was happening. We've received complaints on this behavior over the years, including:
    • Complaints of uncertain navigation, where the same action leads to different places
    • Difficulty understanding why the “Add Item” option is sometimes “missing” (available when navigating to the items list for some titles but not others)
    • Concern that items are “disappearing” from the list when moved to a new location (since the user was unknowingly in the context of a specific holdings’ record, not the title)

    In the new UX, we therefore made sure users always know where an action will take them; viewing the Title’s Items List or a Holdings’ Items List. After a lot of thinking on the above complaints from users, we felt that this is a more stable system behavior.
    As we understand this change may be confusing to users who were unaware of the automatic navigation that was happening in the background before, and require some adjustment for those used to the automated navigation behavior, we made sure to add navigation actions to make it easy to get to either level and to move between them:
    • We added the option to open the Holdings’ Items List from the title search’s holdings tab and holdings section
    • For every item in the items list of either level (as well as the items search) there are now actions to View Title’s Items List and View Holdings Items List.
    • We support performing the “Add Item” and “Add Item from Template” actions directly from the title search, using the row actions in the holdings tab and section.

    We hope this helps clarify the current behavior.

  2. 429 votes
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    Thank you for the suggested idea.

    After reading it carefully, I understand that the main pain point here is the removal/fix of items already received.

    To be more specific, the description of already received items should be updated to reflect the new pattern.

    1. Is this understanding correct?
    2. How often such change happens?
    3. Can you please add examples of the existing description and the needed update?
    4. Can the 'Update items using Excel load' CloudApp be utilized for fixing the description? see https://developers.exlibrisgroup.com/appcenter/item-updater-by-excel/

    Thanks for the collaboration,

    Tamar Fuches

    Alma product

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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.

  3. 156 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.

  4. 27 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.