Alma March 2025 Release Notes
Upcoming Issues to Note
Updated Documentation for Analytics Tables
As part of an ongoing project and in alignment with the Analytics Community of Practice, Ex Libris is currently enriching the documentation of analytics field tables with additional information. This initiative aims to assist and support users in comprehending how our Alma data is presented within the realm of Analytics fields. For this month, the following table within the Purchase Requests (Analytics) subject area was updated:
Features
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Additional Enhancements
- March 2025 Analytics and Insights
Idea ExchangeURM-229373 The Portfolio General Note field was added to E-Inventory > Portfolio and E-Inventory > Portfolio Details for Consortia Members > Portfolio. It lists all the General Notes of the portfolio, concatenated with the newest note first. Multiple values are separated by semicolons. For more information, see E-Inventory. - March 2025 Analytics and Insights
Idea ExchangeURM-140921 The Summary Holdings Non-Public Note and Summary Holdings Public Note fields were added to Physical Items > Holdings Details. These fields display the non-public notes and public notes on the holdings found in MARC fields 866 subfield x and 866 subfield z, respectively. Multiple values are separated by semicolons. For more information, see Holdings Details.
Resolved Issues
| SF number | Area | Description |
|---|---|---|
| 07762278 URM-235495 | Acquisitions | An error message occurred when updating Vendor Contact information. This was fixed. |
| 07172090 URM-225229 | Acquisitions | In some cases, invoices were very slow to load/view. This was fixed and the performance of the page was improved. |
| 07741740 URM-233943 | Acquisitions | There was an error when saving PO lines to a recent entity which caused the job to get stuck. This was fixed. Note that after the fix, the job will not get stuck but it will create bibs without titles, PO lines without titles, etc. |
| 07796244 07691088 URM-237087 | Acquisitions | Encumbered from (fund code) searches in Alma did not return the expected results. This was fixed. |
| 07170477 URM-231350 | Acquisitions | When trying to create a PO Line in Order It! and the selected Owner (Library) did not have the Default location for acquisition, an error prevented the PO Line from being created. This was fixed. |
| 07875173 07855595 07880178 URM-240545 | Acquisitions | In some cases EDI invoices could not be loaded. This was fixed. |
| 07794393 URM-239265 | Analytics and Insights | An LC classification code was not displayed in Alma Analytics and Insights. This was fixed. |
| 07782551 07790010 URM-238712 | Analytics and Insights | Several LC classification codes were not displayed in Alma Analytics and Insights. This was fixed. |
| 07743259 URM-235583 | Analytics and Insights | The Temporary Physical Location In Use field displayed values other than Yes and No. This was fixed. |
| 07782296 URM-237978 | API | APIs did not support the Delete Electronic Collection Job. This was fixed. |
| 07794565 URM-238821 | Electronic Resource Management | Contribute portfolio in Miscellaneous collection failed to display differences before the contribution. This was fixed. |
| 07249694 URM-238298 | Electronic Resource Management | Run a Job > Publishing Jobs >Remove Manual Scheduling option removes the title from the Alma collection, but is still displayed in Primo collection. This was fixed. |
| 07762005 URM-235001 | Fulfillment and Resource Sharing and Resource Sharing | The system note was not updated when the patron role was added or renewed in the new UI. This was fixed. |
| 07120561 07766601 URM-220910 | Fulfillment and Resource Sharing and Resource Sharing | Auto completion in the Users search did not work correctly where the primary ID included a slash (‘/‘) sign. This was fixed. |
| 07820651 URM-241418 | Fulfillment and Resource Sharing | When loaning and returning a RS item and then returning it again at the RS library, an error occurred. This was fixed. |
| 07846533 07847828 URM-239823 | Fulfillment and Resource Sharing | In some cases, the Transaction Amount did not match the amount waived in waive all in the new UI. This was fixed. |
| 07596717 URM-235766 | Fulfillment and Resource Sharing | The renew_status field was not populated for the Ful Overdue And Lost Loan Notification Letter. This was fixed. |
| 06948485 URM-230096 | Fulfillment and Resource Sharing | The How to GetIt only GES cannot be added to the General Electronic Services Order page. This was fixed, and now this service is not filtered for PrimoVE customers. |
| 07209876 URM-229606 | Fulfillment and Resource Sharing | When marking a requested journal issue as missing, the confirmation message incorrectly stated that all issues would become missing. This was fixed and the confirmation message for the Mark as Missing action in the Pick from Shelf task list was changed to: ‘Note that the request may be canceled. If multiple items are attached to the holdings and match the request, they will all become ‘missing‘. Do you want to proceed?‘ |
| 06789849 07272615 URM-207668 | Fulfillment and Resource Sharing | While printing letters for users from another institution, the letters did not use their preferred names. This issue has been fixed, and from now on, the letters will use the preferred names for users both inside and outside the institution. |
| 06665256 URM-194847 | Fulfillment and Resource Sharing | In some cases, the Check-in action via the self-check machine responded with incorrect permanent location (AQ) and sort bin (CL) fields. This was fixed. |
| 07883021 07854869 URM-240418 | Fulfillment and Resource Sharing | When the RFID system is active in Alma and the user attempts to scan a barcode in the regular way (without using the RFID), if the item doesn‘t exist in the RFID system (the item is not on the reader), the UI would get stuck in loading mode. This was fixed. |
| 07816806 07765416 07883979 07796092 URM-237817 | Fulfillment and Resource Sharing | When doing Check In/Out on Alma new UI using D-Tech RFID Readers as a barcode scanner, the barcodes did not display and the action was not implemented. This was fixed. |
| 07248779 URM-232752 | Fulfillment and Resource Sharing | Previously, for loans done via SIP2, no user card symbol was displayed in Item History > Fulfillment and Resource Sharing Activities > in the Borrower Id column. This was fixed. |
| 07036317 URM-229165 | Fulfillment and Resource Sharing | Previously, when an item with a Personal Delivery Request was scanned, it was loaned to the patron and a Loan receipt letter was sent. The letter did not include the personal delivery address. This was fixed. |
| 07221190 07495031 URM-227258 | Fulfillment and Resource Sharing | An error occurred when attempting to return an item with the process type Lost and Paid, that was on loan to a user who had been deleted from the system. This was fixed. |
| 06631568 URM-189316 | Fulfillment and Resource Sharing | When a loan was marked as recalled, and the recall was removed so the original due date was reinstated, the Automatic Renewal did not renew the loan. This was fixed. |
| 07136756 URM-232420 | Fulfillment and Resource Sharing | If two circulation desks with reading rooms and hold shelves were defined, the booking request was sometimes routed to the incorrect hold shelf. This was fixed. |
| 07259863 URM-232762 | Fulfillment and Resource Sharing | In some cases, the skip location option was not available for Booking requests. This was fixed. |
| 07681838 07803951 URM-232477 | Fulfillment and Resource Sharing | The Back to back booking policy did not prevent overlapping booking requests for the same user. This was fixed. |
| 07688144 URM-235566 | Fulfillment and Resource Sharing | The Distribute job did not copy the externalProfileAlma field. This was fixed. |
| 07100344 URM-229781 | Fulfillment and Resource Sharing | Prior to the fix, the user could create a borrowing request without a preferred pickup location. This was fixed. |
| 07082943 URM-229709 | Fulfillment and Resource Sharing | When creating a digitization request for a physical lending request, after scanning in the barcode and attaching files, the request‘s status was changed to Shipped digitally but the Sent date was not registered in the request‘s history. This was fixed. |
| 07729341 07802994 URM-233700 | Fulfillment and Resource Sharing | The KERIS Update Item Arrival Status API does not always accept ‘received‘ messages made for borrowing requests from the KERIS WILL LOAN and KERIS WILL EDDS resource sharing partners. When Alma received a response indicating that the KERIS system did not accept the ‘received‘ response, it presented an error message, even though the borrowing request was successfully received in Alma. This was fixed. |
| 07820651 URM-241418 | Fulfillment and Resource Sharing | In some cases an error occurred when returning a resource sharing item to the resource sharing library. This was fixed. |
| 07750480 URM-237597 | Metadata Management | Repository search: Complex searches involving ranges, e.g. (call No 1 >= X AND call No 1 <= Y) OR (call No 2 >= W AND call No 2 <= Z), did not retrieve any results in some cases. This was fixed. |
| 07789783 URM-237844 | Metadata Management | Logical sets had inconsistent behavior between Run Query and Set Query. This was fixed and the functionality is now similar to the content button. |
| 07699442 URM-232958 | Metadata Management | In some scenarios of contribution to the network, the member‘s bibliographic headings were not linked correctly. This was fixed. |
| 07168518 07823211 URM-224481 | Metadata Management | Updated: April 29, 2025- The Browse Shelf Listing for call numbers that contained special characters (such as umlaut) were not sorted properly. This was fixed. A new customer parameter was added:call_number_diacritics_sort to enable correct sorting of call numbers with diacritics in Browse Shelf Listing. The default value is ‘false‘.Note: To activate the call_number_diacritics_sort customer parameter, contact Ex Libris support. |
| 07850581 URM-239914 | Metadata Management | In some cases, the display of the holding and items drawers and sections for title searches was broken. This was fixed. |
| 07798609 07868698 07862077 07848473 URM-239004 | Metadata Management | In the new titles search, course information was missing for users without the COURSE RESERVES privilege. This was fixed. |
| 07798573 URM-238876 | Metadata Management | In the new titles search, when searching in the Network Zone tab, if the expand selection option was Held by, the held by drawers were not opened. This was fixed. |
| 07763428 URM-238607 | Metadata Management | In some cases for the new Titles search, the linked data info card did not appear in the summary section of Network Zone titles. This was fixed. |
| 07066606 URM-226589 | Metadata Management | When a record had a suppressed holding without items, the Display Logic Rules considered it as having a General Hold/Digitization request, which led to mistakenly hiding other services. This was fixed. |
| 07844104 07841742 URM-240343 | Metadata Management | New titles search: When clicking View It, the call is missing genre=journal for journal records and related records are not retrieved. This was fixed. |
| 07810312 07806125 URM-239167 | Metadata Management | Electronic title View It with multiple services configured with HAN proxy failed to get services. This was fixed. |
| 07238767 URM-231506 | Metadata Management | An internal error in the Link a set of records to the Network Zone job failed the job without a clear error message. This has been resolved. The error is now correctly handled and prevented from occurring. |
| 07205245 URM-227566 | Metadata Management | In the Metadata Editor, a Page Unresponsive error occurred when cataloging a field linked to a Controlled Vocabulary with many values. This issue has been resolved, and now results are retrieved immediately, displaying no more than the first 100 entries, which are updated dynamically as characters are typed. |
| 07155394 URM-223197 | Metadata Management | Customers have reported experiencing slowness when saving local extensions in Community Zone records, especially when the local server and the Community Zone instance are geographically distant. This delay is primarily due to network traffic factors. This was fixed by improving performance in such cases by eliminating a redundant API call when only local extensions are modified, not the core Community Zone fields. |
| 06985409 06507616 URM-212024 | Metadata Management | Identifying Brief Level job was not updating Community Zone cache records. This is fixed. |
| 07809803 URM-237992 | Metadata Management | Preferred Term Correction Job was duplicating $$0 subfield. This is fixed. The system now checks for the existence of a 0 subfield with the same content before adding a new one, preventing duplicates. |
| 07017153 URM-218116 | Metadata Management | MD Import: When selecting Unlink record from Community Zone and create a local record, subfield 9 of local fields is deleted. This was fixed by adding a new customer parameter:import_unlink_cz_remove_subfield_9_from_local_fields with default ‘true‘, under the Resources > Other settings. When the customer parameter is set to ‘false‘ subfield 9 of local fields is not deleted. |
| 07795880 URM-238988 | Metadata Management | When importing a NACSIS record to Alma, the title parsing did not stop looking for a remainder of title after the statement of responsibility was found. This was fixed. |
| 07079442 URM-237998 | Metadata Management | SBN Bibliographic alignment: In some cases, merge records were not handled although both preferred and non-preferred records exist in Alma. This was fixed. |
| 07712541 URM-234831 | Metadata Management | Cloud App Update: NACSIS-CAT: The separator between the PHYSP and PHYSI subfields in NACSIS-CAT has been changed from a semicolon to a colon in the Monographs tab of the NACSIS catalog. |
| 07692777 URM-233372 | Metadata Management | When importing a NACSIS bibliographic record to Alma, a ‘parallel title‘ included in the NACSIS title field was not parsed correctly, and not copied to field MARC 246. This was fixed. |
| 07498375 URM-232241 | Metadata Management | When $v (sequence number) was updated in the bibliographic record (4XX fields) but no other change was made to the linked authorites, the contribution to SBN did not recognize that there was a change to be processed. This was fixed. |
| 07238094 06973666 URM-213847 | Metadata Management | When contributing a uniform title record authority record to SBN, the linked authority records in the 7XX fields did not include the relator code data from subfield 4. This was fixed. |
| 06829642 06829646 URM-207236 | Metadata Management | In the NACSIS-CAT Cloud application, the Creating Institution field in the Names tab previously did not display as a hyperlink. The same issue was also observed in the Uniform Titles tab. The issue has now been resolved, and the ‘Creating Institution‘ field correctly appears as a clickable link in both tabs. |
| 06771617 URM-197526 | Metadata Management | Cloud App NACSIS-CAT: In the VOLG section, XISBNs from other VOLs were incorrectly mixed together, causing all XISBNs to be displayed in each VLOG action instead of showing only the relevant XISBN for each VLOG. This issue has been fixed, and now only the appropriate XISBN is displayed for each VLOG. |
| 07740034 07790453 URM-236252 | Physical Resource Management | The Export Bibliographical records job completed with errors but the file of failed records was empty. This was fixed. |
| 07486796 URM-233634 | Physical Resource Management | Physical Material Type Descriptions table could not be sorted properly. This was fixed. |
| 07716525 07241203 URM-233131 | Physical Resource Management | In the Item Creator by Excel cloud app, there were two issues: 1. Creating more than one item in an empty holding was creating only one and failing on all other items. 2. All information on holding (all temp info) was not added to the item. These two bugs are fixed. |
| 07686507 URM-232031 | Physical Resource Management | Quick Cataloging > Title > Select from a list displays an ‘Oops‘ error when the citation type is not properly defined. This has been fixed, by assigning a default value (‘book‘) to the citation type. |
| 07863614 07066222 07215351 07894029 URM-218619 | Physical Resource Management | There are cases where an item on loan is edited by user A, and while the editor is open, user B returns the item, or vice versa. In such cases, user A overrides the action of user B when the item is saved. This has been fixed by displaying a message when the item is saved, enabling the editing user (user A) to decide whether to cancel the changes done in the editor (but keep the process type change done by user B), or save the changes and update the item with the process type changes done by user B. |
| 07794293 URM-237074 | User Experience, Accessibility & Infrastructure | Using items filter shows more options and makes items disappear. This was fixed. |
| 07729741 06898133 URM-233860 | User Experience, Accessibility & Infrastructure | Primo VE: Request Pickup Location sort order is incorrect. This was fixed by changing the compaction of the categories. |
| 07127113 URM-228525 | User Experience, Accessibility & Infrastructure | Primo VE: Prevent Premium/Sandbox from being indexed by Google. This was resolved. |
| 07775020 07816002 URM-238683 | User Experience, Accessibility & Infrastructure | Alma supports accepting encrypted files in FTP-based integrations, but the public key did not have an expiration date. This was fixed, and now, if desired for additional security, it is possible to configure an expiration time in General > Other Settings > pgp_key_expiry_days. For example, to expire after a year, configure 365. If left blank, it does not expire. |
| 07047180 07184569 URM-217001 | User Experience, Accessibility & Infrastructure | After opening an Analytics and Insights page via SAML, it was not possible to access the Alma home page and users were directed back to the Analytics and Insights pages. This was fixed. |
| 07870973 07859604 07872825 URM-241035 | User Experience, Accessibility & Infrastructure | Letters with accents were not displayed in the Portuguese (Brazil and Portugal) interface. This was fixed. |
| 07764940 URM-236209 | User Experience, Accessibility & Infrastructure | In the Identifiers tab in User Details, when using pagination, not all identifiers were displayed. This was fixed. |
| 07718106 URM-234177 | User Experience, Accessibility & Infrastructure | When the Automatic Role Assignment rule was toggled, the date changed but the ‘updated by‘ field remained with the original creator‘s name. This was fixed. |
| 07121828 URM-226889 | User Experience, Accessibility & Infrastructure | In specific cases, the search feature in Alma for users with a Block Type of Loan differed from Analytics and Insights reports. This was fixed. |
| 06926395 URM-221065 | User Experience, Accessibility & Infrastructure | An error occurred when saving changes in the Contact People tab of the vendor record. This happened when trying to delete the last phone or email from the list and then selecting the Save button. This was fixed. |
| 06525349 URM-181801 | API | Updated: February 23, 2025- API update call for Holdings record was not updating the 'Last Updated By' field on the Physical Item Editor page. This was fixed. |
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