[Wactclc-alma] [External] Alma September 2017 Release Highlights

Mon Aug 21 10:43:35 PDT 2017

Elena,

You can toggle to the new Alma UI in the sandbox. See screenshots below.

[cid:image004.png at 01D31A6A.55DBA570]

[cid:image003.png at 01D31A6A.3AE0C160]

Traci

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Monday, August 21, 2017 10:38 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] [External] Alma September 2017 Release Highlights

Can we get the new Alma UI on our Sandbox environment first so we can practice with it there before we go live with it?

Elena Bianco
Technical Services/Systems Librarian
Skagit Valley College Norwood Cole Library
2405 E. College Way, Mount Vernon, WA 98273
(360)416-7624

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Monday, August 21, 2017 9:27 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] Alma September 2017 Release Highlights

Amy,

Correct, the Alma September release arrives on September 3, and will contain the new Alma UI.

The deadline for all libraries to make the switch is by January 1, 2018. That is a hard deadline for all, since the older Alma UI will go away at that time.

Other than the Jan 1 deadline, there really isn't a need for a coordinated consortial rollout schedule, as the Alma interface in use at one library is not going to affect the other libraries.

But we can certainly do some scheduled online sessions this Fall at the consortial level, to review the new Alma UI.

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299

Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Monday, August 21, 2017 8:29 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] FW: [External] Alma September 2017 Release Highlights

I see that the new Alma UI is going to be released in September, although it will be optional at that point.  Is there a deadline for when we will be required to use it?  Is there a plan for the wactc libraries to all switch at the same time or is it up to each library?

Thanks,

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337 aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

From: Alma News [mailto:AlmaNews at exlibrisgroup.com]
Sent: Sunday, August 20, 2017 8:16 AM
Subject: [External] Alma September 2017 Release Highlights

[ExLibris]

Dear Colleagues,
Great news for the September Release - the official launch of the new Alma UI! There are so many great features and options in the new UI. Our current favorite is the Recent Pages quick links from the Alma Dashboard.
In addition, this month sees THREE new developments coming from Idea Exchange - Manage Direct Linking for Journal OpenURLs; Level of Service Facet in Resource Sharing; and View Only Fulfillment and User Administrator Roles.
Our competition for the login screen theme for 2018 closed on the 15th August. A big thank you to the many, many people who sent in some really great suggestions.
What's new in the Alma September 2017 Release?
Alma's New UI

§  With the September Release Alma's new UI is being officially launched. As of September 3rd every institution will have the option to use the new user interface on their production environment.
Resource Management

§  **Idea Exchange** Manage Direct Linking for Journal OpenURLs - Configuration options are now available to disable direct linking for journal OpenURLs. Some patrons might be confused when a View It link to a discovery result opens to a journal instead of directly to the article. With the new discovery configuration options you can prevent the journal from displaying.

§  Configure Fixed Fields for Form Editing Only - Fixed fields that provide a form option in the MD Editor can now be configured to require form use.

§  880 Hanzi to Pinyin Transliteration Handling of Personal Names for Hong Kong<https://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/04_September_2017/Alma_September_2017_Release_Notes/02Resource_Management_-_September_2017_Enhancements#(URM-75667)_880_Hanzi_to_Pinyin_Transliteration_Handling_of_Personal_Names_for_Hong_Kong> - When you use the Add Hanzi to Pinyin Transliterations normalization task and your institution is configured with the Hong Kong searching language configuration, personal names located in $a of the 100, 600, 700, and 800 fields are handled in a special manner.

§  UDC Call Number Normalization - The UDC (Universal Decimal Classification) call number normalization was enhanced to arrange the numbers decimally (including those in quotation marks, brackets, and so forth) when using the Browse Shelf Listing feature for the holdings call number level and selecting a UDC call number type.

§  GND Authority Changes - Changes have been implemented in Alma to align with the GND MARC 21 formatting changes that are scheduled for September 2017.
Digital Resource Management

§  History Information Available for Digital Resources - A history of actions performed now appears under a new History tab in the Collection Resource Editor and Digital Representation Resource Editor.

§  Status Update Email for Deposits - You can configure the new Deposit Activity Report job to send an email to a depositor that indicates the status of their active deposits.

§  Assign Imported Digital Titles to Collection Based on a MARC Record - You can configure Alma to automatically assign imported digital titles to a collection according to the value of the 787 field of the MARC record.
Resource Sharing

§  **Idea Exchange** Level of Service Facet - The level of service on a borrowing or lending request was added as a facet to borrowing and lending request lists.

§  New Borrowing Requests Activity Status Filter Options - The borrowing requests task list filter now includes new values that can be used to filter the Active view.
Collaborative Networks

§  Pushing Persistent Blocks to Member Institutions - In addition to user data that is copied when linking an account between libraries, a library may now copy a user's existing blocks from the user's source account and use them in the linked account.

§  Network-Managed Authority Templates Available to Member Institutions - Templates created in the Network Zone for locally managed authority records (such as LC Name, LC Subject, and so forth) are automatically available to member institutions that work with the same local authority records.

§  Additional Network Zone Staff Search Fields - In the Network Zone, you can specify additional fields for display for staff searches and distribute them to member institutions.
Analytics

§  New Analytics Configuration Menu Role - The configuration permissions available with the Design Analytics role were transferred to the new Analytics Configuration Menu role. Users with this role can access the configuration actions. Users with only the Design Analytics role can create Analytics reports, but do not have access to the Analytics configuration actions.

Administration and Infrastructure

§  **Idea Exchange** <https://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/04_September_2017/Alma_September_2017_Release_Notes/08Administration_and_Infrastructure_-_September_2017_Enhancements#(URM-74681)_View_Only_Administrator_Role> View Only Fulfillment and User Administrator Roles<https://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/04_September_2017/Alma_September_2017_Release_Notes/08Administration_and_Infrastructure_-_September_2017_Enhancements?mt-draft=true#(URM-74681)_View_Only_Fulfillment_and_User_Administrator_Roles> - In the new UI, if you want Fulfillment or User Administrators to be able to view but not edit fulfillment or user configuration settings, you can disable the Fulfillment or User Administrator's ability to edit the configuration settings.
APIs

§  The BIBs API was enhanced with normalization and validation options.

§  Secondary and tertiary additional reporting codes were added to the PO line and invoice APIs in order to align the APIs with the Alma UI in these areas.

§  Generic reminders are now supported in Alma APIs.

§  Changes were made to the Get Requested Resources API

§  The Webhooks integration profile now enables access to a log of webhook events. This log can be accessed by selecting the View Log action for the Webhooks integration profile. The URL and payload elements of the table may then be searched.

§  Error messages now contain the input IDs and not only the MMS IDs.

More information can be found in the Alma September 2017 Release Notes<https://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/September_2017/Alma_September_2017_Release_Notes> on the Ex Libris Knowledge Center.

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