Alma March 2026 Release Notes
Features
Enhanced Sorting for Collection Development Recommendations
March 2026 Resource ManagementURM-306163
Rialto now provides more flexible sorting options when viewing recommendations in retention and deselection projects. In addition to sorting by Title and Publication Date, you can now also arrange recommendations by:
- Library/Location
- Call Number
You can also apply a secondary sort to further refine the results' order. The secondary sort uses the same set of fields—Title,Publication Date,Library / Location, and Call Number—and enables additional ordering when multiple recommendations share the same primary sort value.
These enhancements make it easier to review, compare, and organize recommendations, especially when working with large result sets that include many items from the same library or publication period.
Predictable Title Updates in Analytics
March 2026 Analytics and InsightsURM-319026
Title updates are now assigned specific run dates, ensuring libraries know when their data is refreshed. In addition, member institutions in a consortium are updated as a group, providing synchronized data across the network. A new out-of-the-box report is also available in Analytics > Access Analytics > Catalog > Shared Folders > Alma > Titles > Reports > Analytics Titles Subject Area Update. You can use this report to display a widget in your Alma home page:
- Copy the report to your institution folder.
- Create an Analytics Object in Alma pointing to this Report.
- Define it as a Widget.
With this update, libraries can rely on consistent update timing, allowing better planning for internal reporting schedules.
For more information, see Out-of-the-Box Reports and Title Details.
New Partner Fields Available in Borrowing and Lending Requests Subject Areas
March 2026 Analytics and InsightsURM-318683
New fields are available in Borrowing Requests (Analytics > Create Analysis > Access Analytics > Create > Analysis > Borrowing Requests (Resource Sharing) > Partner) and Lending Requests (Analytics > Create Analysis > Access Analytics > Create > Analysis > Lending Requests (Resource Sharing) > Partner) Subject Areas. They can be used for recording additional information on resource-sharing partner records. Libraries can report on partner information to evaluate their resource-sharing service, including fill rates, volume, charges, and request types, in relation to partner parameters. The new fields are:
- Account Allowances
- Alternate Account Number
- Organization Type
- Sector
- Send Communication Allowed
For more information, see Borrowing Requests (Resource Sharing) and Lending Requests (Resource Sharing)
Additional Enhancements
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March 2026 Fulfillment and Resource Sharing idea exchange Idea Exchange
Leganto now enables libraries to customize the labels of workflow tags, including those used for integrations with external systems such as Bolk and DCS.To customize a tag, navigate to Configuration > Fulfillment > Courses > Reading List Citation System Tags, select More actions, and then choose Customize. Libraries can then update the text shown in the Description column to better reflect local terminology or workflows.
Upcoming Issues to Note
Collection Development Consent Updates to Include Item-Level Data
July 2026 Resource Management
In the August 2026 release, the Collection Development data‑sharing consent will be updated to include discoverable item‑level data.
This update follows a request from our Early Adopters group, who found that discoverable item‑level data can be valuable in specific scenarios when making collection development decisions.
This change will not affect existing opt‑in status.
Fulfillment Anonymization Job
Infrastructure enhancements were applied to the Fulfillment Anonymization Job to improve overall performance. As a temporary side effect, the job will appear twice in Admin > Monitor Jobs > Manage Jobs and Sets— one entry reflecting the actual processing activity, and a second entry showing 0 records processed.
This duplicate entry is expected and will be removed in an upcoming release.
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 E-Inventory subject area was updated:
Resolved Issues
| SF number | Area | Description |
|---|---|---|
| 08099408 08290660 08294826 08294470 08327831 08329304 08319384 URM-254271 | Acquisitions | Previously, wildcards and special characters did not work as expected on the Receive New Material search. This was fixed. |
| 8073250 URM-306203 | Acquisitions | Previously, when creating an invoice via EDI, invoices could not be created if the over expenditure limit sum was 0.0. This was fixed. |
| 08184374 08240818 URM-319266 | Acquisitions | Previously, the Uploaded Counter report did not appear in Usage Data > Uploaded Files. This was fixed. |
| 8130899 URM-319576 | Acquisitions | Previously, users with the roles Purchasing Operator Extended and Purchasing Manager were unable to delete POs. This was fixed. Now, if the PO line owner matches the library in the role scope, the user can delete the PO. |
| 8250748 URM-319708 | Acquisitions | Previously, the service unit name was not translated on the In Process Item(Configuration > General > Work Order Types) page. This was fixed, and the service unit name is now translated. |
| 08190147 08075310 URM-320419 | Acquisitions | Previously, the Replace resource action didn't remove the linking between the NZ resource and the local IZ poline. This caused the NZ resource to appear in Analytics reports. This was fixed. |
| 8242152 URM-320576 | Acquisitions | Previously, there was an issue with a limitation on records in input files. This was fixed. The limitation was removed, and large files can be loaded. |
| 8303664 URM-321845 | Acquisitions | Previously, creating an invoice from Excel always set the invoice line to fully invoiced and released the remaining encumbrance regardless of the encumbrance setting. This was fixed, and subscription PO lines will not be fully invoiced. |
| 8317624 URM-322978 | Acquisitions | Previously, users with read-only roles were not able to view the acquisition configuration. This was fixed. |
| 8173354 URM-318775 | User Experience, Accessibility and Infrastructure | Previously, bib headings created when Deposits were created with a name in field 100 could not be deleted. This was fixed. |
| 8287782 URM-322227 | User Experience, Accessibility and Infrastructure | Previously, Discovery Import Job Counters were visible in the Alma job report UI, but were not exposed in the Get-Job-Instance API. This was fixed. |
| 08283644 08321391 08292662 URM-322719 | User Experience, Accessibility and Infrastructure | In some cases, users were receiving notifications on expired SAML certificates in a profile that no longer exists. This was fixed. |
| 8225498 URM-319465 | Analytics and Insights | Previously, when the Network Zone opened the Analytics configuration mapping table Participants in Consortial Analytics for the first time, the Updated By for every member had the login user ID, and Last Update was populated with the current date, even if the user did not change the table at all. This was fixed. |
| 8249188 URM-322017 | Analytics and Insights | Previously, the Not Relevant option was missing from the Total Undergraduate Student Body Size question in the Data Sharing Profile configuration form. This was fixed. |
| 8282310 URM-322440 | Analytics and Insights | Previously, several LC classification codes were not displayed in Analytics. This was fixed. |
| 8091137 URM-313844 | APIs | Previously, when First Label Print Position was set to any row other than Row 1, Col 1, the application reverted to Row 1, Col 1 upon restart. Additionally, while the preview displayed the correct starting position, the actual PDF output printed from position 1, 1 instead of the configured position. This was fixed, and the First Label Print Position is now retained, and the PDF output now prints the correct position. |
| 08228003 08245501 08264202 08283722 08267822 08275555 08317676 URM-317588 | APIs | Previously, when running the latest Stunnnel version v5.76, an error was generated in the Stunnel log. This was fixed. |
| 08289255 URM-322307 | APIs | Previously, in the Webhook Integration Profile, the Custom Header was not sent via the GET challenge request. This was fixed. |
| 7207614 URM-226320 | Fulfillment and Resource Sharing | In some cases, the Create physical work orders job failed to communicate part of the remote storage request. This was fixed. |
| 08141225 07892060 URM-247163 | Fulfillment and Resource Sharing | Previously, the circulation desk names were displayed in English rather than the user's selected language on the create request form. This was fixed. |
| 08115142 08262080 08300845 URM-314166 | Fulfillment and Resource Sharing | Previously,Export for Current View ignored customizations and always used the default values. This was fixed. |
| 8153470 URM-315007 | Fulfillment and Resource Sharing | When a citation with copyright information was copied or duplicated to another reading list, the copyright data was lost and became editable. This was fixed so that the copyright information is retained and remains disabled for editing, just as it is on the original citation. |
| 8148886 URM-316004 | Fulfillment and Resource Sharing | In some cases, when searching for linked users via API source_user_id, or via UI Find user in another institution the user was not found even though the linked account already existed in the target institution. This resulted in the creation of multiple duplicate users. This was fix. Now, when searching for a duplicated linked user, Alma returns the latest created user. |
| 8149652 URM-316007 | Fulfillment and Resource Sharing | In some cases, the rota template page did not display correctly. This was fixed. |
| 8166249 URM-316033 | Fulfillment and Resource Sharing | Previously, the user card was visible even when the View User Card was disabled. This was fixed, and now only users with the View User Card privilege can view user cards. |
| 08185960 08257107 08218646 08285960 08259743 08259682 08293979 URM-316175 | Fulfillment and Resource Sharing | Previously, a temporary CZ outage occurred during the first attempt to retrieve information, causing a runtime exception that resulted in duplication. This was fixed. |
| 08164867 08186496 08268070 08272106 08336416 URM-316359 | Fulfillment and Resource Sharing | Previously, overdue fines continued accruing even when the overdue_at_lost_loan/overdue_at_claim_return_loan(Configuration Menu > Fulfillment > General > Other Settings) parameter was set to true. This was fixed. Now, when the Found Item action is used to revert a lost/claim return item back to active status, any overdue fines that were generated are waived (based on the overdue_at_lost_loan/overdue_at_claim_return_loan parameter). Once the item is actually returned, the overdue fine policies are applied to the entire overdue period. |
| 8105010 URM-316820 | Fulfillment and Resource Sharing | Previously, staff could not set a shipped item to Lost when the lending request was associated with an NCIP partner. This was fixed, and a Lost action has been added that updates the borrowing request without sending a general message, enabling staff to set the item to Lost in these cases. |
| 8215138 URM-317673 | Fulfillment and Resource Sharing | Previously, when creating an AFN request, the borrowing request displayed the correct pickup location, but the fulfillment request on the lending side displayed a library from another consortia institution. This was fixed. |
| 8223017 URM-318449 | Fulfillment and Resource Sharing | Previously, editing a fulfillment unit whose name contained an ampersand resulted in an error. This was fixed. |
| 8239728 URM-318484 | Fulfillment and Resource Sharing | In some cases, the show file action was not working. That was fixed |
| 08231072 08287110 URM-318715 | Fulfillment and Resource Sharing | Previously, when editing a physical item request, the error failed to initialize the request was generated, and the pickup location was not listed. This was fixed. |
| 8192435 URM-319580 | Fulfillment and Resource Sharing | Previously, the ISO 18626 message sent from Alma to Tipasa included incomplete or truncated data in the volume and issue fields. This was fixed. |
| 8252331 URM-320918 | Fulfillment and Resource Sharing | Previously, when a digital borrowing request was received as Physical non-returnable and completed upon receiving, the request's additional ID was not included in the On hold shelf letter. This was fixed, and now the field in the letter XML is populated correctly. |
| 8234435 URM-321690 | Fulfillment and Resource Sharing | Previously deselecting ‘I only need a specific chapter’ did not remove chapter information from Alma borrowing request. This was fixed. |
| 8259982 URM-322192 | Fulfillment and Resource Sharing | SSI: Handle historical archiving - Previously, the job Status was Completed with Errors, even though there were no failed records. This was fixed. |
| 08317665 08316927 URM-322575 | Fulfillment and Resource Sharing | Previously,Recalculate Partner and Reset Rota actions did not re-add partners that were already in the rota. It was fixed. |
| 07648627 07777627 URM-235490 | Metadata Management | In some cases, when Record has matches was defined as an error, authority records with matches were saved, and an error was generated. This is fixed. |
| 8039172 URM-254190 | Metadata Management | When a new UNIMARC authority record containing a field 815 was contributed to SBN, the tipoAuthority (authority type) attribute for the 815 link was incorrectly set to AU (Author) instead of RE (Repertoire), causing the SBN server to reject the record. This was fixed. |
| 08249028 08258474 URM-319113 | Metadata Management | Previously, the Description search index didn't work with is/is not Empty. This was fixed but requires re-indexing. |
| 08253742 08267593 08245281 URM-321043 | Metadata Management | In some cases, the CV-List was not displayed for repeated subfields. This was fixed. |
| 8257076 URM-322591 | Metadata Management | Previously, an incorrect info card was displayed in Primo VE when no info card was displayed in Alma. This was fixed. |
| 8134079 URM-314656 | Resource Management | Previously, the Springer autoholding integration generated an incorrect local date for a portfolio in the Coverage tab. |
| 8165862 URM-315558 | Resource Management | Previously, the host record did not display all related holdings and all related items from the part records. This was fixed. |
| 8187904 URM-316947 | Resource Management | Previously, Collections were not deleted after the Delete Collection job was run. This was fixed. |
| 08230180 08344487 URM-318608 | Resource Management | Users with the role Physical Inventory Operator or Physical Inventory Operator - Limited were unable to see the Run a Job menu and run the Change Physical Items Information job. This was fixed. |
| 08215120 08253170 08288925 URM-318615 | Resource Management | Previously, when relinking a holdings record to a target bib record that had a matching holdings record, the items were moved from the source holdings record to the target matching holdings record; then, the empty source holdings record was deleted (unless it was marked as committed to retain). However, the deletion process was not completed, and the empty, partially deleted source holdings record was mistakenly attached to the target bib record. This made the source holdings record searchable and editable in the MD Editor as if it were part of the target bib record. Both of these issues were fixed. |
| 8159175 URM-319166 | Resource Management | Previously, parent records were deleted when a purchase request was rejected. This was fixed. |
| 8221498 URM-319499 | Resource Management | Previously, the Online service order configuration was not applied. This was fixed. |
| 8284853 URM-321110 | Resource Management | Previously, when the Description in the Copyrights Statements form exceeded the character limit, an error was generated. This was fixed. |
| 8304754 URM-322352 | Resource Management | Previously, when a collection was created via the API, the source and creator fields were not populated. This was fixed. |
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