Alma Roadmap – Completed – 2022 H1

The repository operator is able to perform an improved advanced search for titles with high accuracy, using specific metadata fields and subfields. This allows for the use of criteria beyond the predefined indexes.

Ability to create an indication rule in the Metadata Editor using a form, thus making it simpler to create such rules

The staff user is able to better focus their work on relevant titles.

Read more here.

• Using a match method with specific ID options and with a specific order
• Provide conditions for a single match

• It is possible to define up to 5 match methods (from the existing list of options for match methods) and define the order of using them.
• A new option for “Automatic multi-match handling”, under a new title (in addition to the Select Action): Avoid multi matches by preferring the last created record.

The catalog manager can efficiently update titles using accurate match methods.

Read more here and here.

• Customer specific electronic holdings for Wiley content are activated automatically​

• Integration runs on a weekly basis​

Reduces manual work involved with activating and maintaining library holdings of Wiley electronic resources.

Read more here

• UX improvement for selecting content to be compared​
• Summary reporting of overlap analysis report​
• Additional comparing options

Better collection development capabilities of libraries' electronic resources

Read more here

Inventory management is easier when portfolios are managed within collections

Read more here

• Ability to add a new work order without a department which can be used as a 'static status'
• Ability to change the item process type using a custom work order
• Ability to change the item Process Type via the Change Physical Items job
• A discovery label can be added to each Process Type by a code table, for the Get It display (Fulfillment)
• Add Process Types to "Exclude Process Types from Publishing"
• Suppressed items will be marked in the search result

Increase the accuracy of item's availability in discovery.

Read more here.

Ability to search Acquisitions PO lines by their internal notes.

When using the simple search to search PO lines, the existing "All" index was enhanced to search PO lines by their internal notes. Users can search by the full note description or perform a search by a partial description of the note content.

Internal notes can also be searched using the new dedicated Internal Notes search index.

This enables Acquisitions staff to find specific PO lines by searching their notes.

Two new elements were added to the PO line's Pricing  section:

1. Update Net Price according to item quantity
2. Discount (amount) field

Update Net Price according to item quantity(relevant only for physical PO lines) checkbox reflects the number of ordered items within the Quantity for pricing field. When the checkbox is enabled, the Quantity for pricing amount is updated automatically once the user adds/removes items, and as a result, the Net Price field is also updated.

Discount (amount)  field - this field enables users to insert a specific discount amount which is automatically calculated and reflected in the Discount (%) field.

This saves users the manual labor of updating the quantity for pricing when adding/removing item on a PO line as well as prevents human errors.

Allowing users to set the discount amount saves the users from the need to calculate the exact discount percentage when adding a discount on a PO line.

Read more here

• Various actions on the user record such as add or remove blocks/notes/attachments, can be enabled/disabled based on the scope definition of the user role (specific library level or institution level (across libraries)). See more details in the Library Independency document.

• The existing library information on circulation activities can be used to limit access to the loans/returns/requests/fines&fees. See more details in the Library Independency document.

Better control over staff activity across libraries.

Read more here

WorldShare ILL and Tipasa can be seamlessly integrated in Alma's rota as suppliers of last resort. Requests can be fulfilled first by local rota members, and then be automatically exported to these systems for further processing.

Read more here

Full integration, including pushing borrowing requests notes to ILLiad.

Read more here

• Ability to use the MDE in a Safari browser on MacOS​

• Ability to use the MDE in a Safari browser on iOS, using an iPad in landscape orientation