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Document updated: May 2015 Web address: http://www.exlibrisgroup.com Ex Libris Confidential 2 Table of Contents 1 About the Alma Release Notes 5 2 Alma May 2015 Release Highlights 6 Acquisitions 6 Resource Management 6 Fulfillment 6 Resource Sharing 7 Collaborative Networks and Multicampus Institutions 7 Analytics 8 Alma RESTful APIs 8 Alma Interface 8 3 Data Services 9 New Electronic Collections Added to the Alma CKB 9 4 Alma Show Me How and Videos 13 Alma Show Me How – May 13 Alma Videos – May 14 5 Particular Issues to Note 15 6 Acquisitions 16 Shelf-Ready Processing using EDI 16 Enhanced Staff Control of PO Line Inventory Creation 18 Searching for PO Line by MMS ID 20 Other Alma Acquisitions Updates 22 7 Resource Management 24 Contributing Portfolios to the Community Zone 24 Enhancements to the Electronic Portfolio Export 29 Metadata Prefix Added to Remote Repository 30 Additional Fields for Serial-Related Items 32 Shared Import Profile Templates in the Community Zone 35 Ex Libris Confidential 3 Other Resource Management Enhancements 37 8 Fulfillment 38 Return Anywhere 38 Other Fulfillment Enhancements 39 9 Resource Sharing 41 Increased Granularity in Specifying Requested Media 41 Share Item Barcodes between Borrowing and Lending Institutions 45 Managing a Shared Pool of Resource Sharing Lending Requests 47 Importing Borrowing Requests from an External System 48 Renew or Cancelation Email to Resource Sharing Partners 52 Other Resource Sharing Enhancements 53 10 Collaborative Networks and Multicampus Institutions 54 Centralized Management of Configuration Tables 54 Relinking Bibliographic Records in the Network Zone or the Community Zone 60 Shared Import Profile Templates in the Network Zone 63 Other Collaborative Network Enhancements 66 11 Analytics 67 Collaborative Network Level Reporting 67 Enhancements to the Borrowing Requests and Lending Requests Subject Areas 69 Other Alma Analytics Updates 69 12 Alma APIs 70 13 Alma Interface Updates 71 SAML Single Logout 71 Other Alma Interface Updates 72 14 Known Issues 73 Ex Libris Confidential 4 About the Alma Release Notes Alma release notes provide you with information regarding what you need to get up and running with the new features and enhancements in the latest Alma release. These release notes include:  Alma May 2015 Release Highlights  Data Services  Alma Show Me How and Videos  Particular Issues to Note  Feature/enhancement descriptions for the respective Alma functional areas:  Acquisitions  Resource Management  Fulfillment  Resource Sharing  Collaborative Networks and Multicampus Institutions  Analytics  Alma APIs  Alma Interface Updates  Known Issues Ex Libris Confidential 5 Alma May 2015 Release Highlights Acquisitions  Shelf-Ready Processing using EDI Alma now supports a shelf-ready process by means of an "Order Response" EDI file sent from a vendor. After receiving the Order Response, Alma updates the relevant PO lines. The vendor EDI Information tab was rearranged and includes new fields.  Enhanced Staff Control on PO Line Inventory Creation Alma now supports creating PO lines without also automatically creating new inventory; instead, you add existing inventory to the PO lines manually. A new check box, Assign Inventory Manually, was added to the PO Line Owner and Type page. Resource Management  Contributing Portfolios to the Community Zone This new functionality continues the development effort of opening the Alma Community Zone for contributions. You can now update records on the portfolio level and correct the information and share the update with the entire community. In addition, you can contribute new portfolios to existing selected electronic collections.  Shared Import Profile Templates in the Community Zone In order to simplify the integration process between Alma and vendors for repository, EOD, and shelf-ready workflows, the Community Zone now includes vendor-specific import profile templates. The templates are defined with the recommended configuration needed in order to implement the desired work flow with a specific vendor. Fulfillment  Return Anywhere Alma can now be configured to allow a patron to return items to any member of a fulfilment network, regardless of the institution from which you checked out the item. New fields were added on pages handling returns – for example, a new check box, Item from another institution, appears only if the institution is a member of a fulfillment network and has a Circulate For relationship with another member of the network. Ex Libris Confidential 6 Resource Sharing  Increased Granularity in Specifying Requested Media Patrons are currently able to select whether they want to receive requested resources in digital or in physical format. Additional granularity is at times required; for example, a digital request may be for an audio file or for a visual; a physical request may be for a book or for a CD. Patrons are now able to specify the exact format in which the resource is required.  Importing Borrowing Requests from an External System This feature enables importing resource sharing borrowing requests from an external system into Alma. To support this functionality, you must configure a Resource Sharing Integration profile in Alma. The borrowing requests are then imported by running a new import resource sharing requests job.  Renew or Cancelation Email to Resource Sharing Partners Until now, Alma generated only the initial request message for resource sharing requests; any further communications had to be sent by external emails. This feature enables Alma to generate the commonly used Renew and Cancellation messages to be sent automatically when a resource sharing borrowing request is sent to a partner whose Type = Email. Collaborative Networks and Multicampus Institutions  Centralized Management of Configuration Tables Institutions that administer the Network Zone in a collaborative network can now perform configuration changes and distribute them automatically to member institutions in the collaborative network. This allows for easier coordination between member institutions and reduces duplication of effort.  Relinking Bibliographic Records in the Network Zone or the Community Zone You can now relink an electronic portfolio bibliographic record to a different bibliographic record in the Network Zone or Community Zone. This is in addition to the current capability of being able to relink to another bibliographic record within the institution’s local catalog.  Shared Import Profile Templates in the Network Zone Shared import profile templates can be implemented at the Network Zone level. Import profiles managed centrally in the Network Zone can be used as templates that can be copied/customized at the member level. Ex Libris Confidential 7 Analytics  Collaborative Network Level Reporting The shared Institution dimension was added to all subject areas. The dimension includes two fields: the Institution Code and the Institution Name. These fields allow the Network Zone institution to view reports by member institution. Alma RESTful APIs  The following RESTful APIs changes were made:  An API to retrieve MD import profiles was added. The results can be filtered by type (digital, electronic, physical).  Additions were made to the PO line APIs.  The API to retrieve a list of courses now includes order_by and direction (for sorting). Alma Interface  SAML Single Logout Alma can now be configured for a single logout from an external system. Dependent on configuration, when you log out of the external system, you are also automatically logged out of Alma. Alternatively, when you log out of the external system, the external system may present you with the option of also logging out of Alma. If you do not log out of Alma at that time, your Alma session remains active. Ex Libris Confidential 8 Data Services The Alma April Central KnowledgeBase and Community Zone package was applied to the Alma environments. New Electronic Collections Added to the Alma CKB The following collections were added to the Alma Community Zone during the period 29-March-2015 through 26-April-2015:  18th- and 19th-Century Literature Archive 2006-2012  Aesthetics and Cultural Theory 1999-2012  Ancient Commentators on Aristotle  Ancient History Archive 1983-2012  Ancient Philosophy Archive 1984-2012  Anthropology 2014  Anthropology Archive  Applied Linguistics Archive 2000-2012  Beck Publishing 2014  Biblical Studies 2013  Biblical Studies 2014  Bloomsbury Open 2013  Bloomsbury Open 2014  Bloomsbury Open Archive 2008-2012  Boston College Open Access Journals  CARLI SpringerLink Journals  CCC Get It Now University of Chicago Press  CCC Get It Now Frontiers in Bioscience  CCC Get It Now Physicians Postgraduate Press  CCC Get It Now Natural Products Inc  Christology Archive 1982-2011  CIC SpringerLink Journals Ex Libris Confidential 9  CJTD中國大陸期刊與會議論文  CJTD中國大陸期刊與會議論文-應用科學  CJTD中國大陸期刊與會議論文-人文學  CJTD中國大陸期刊與會議論文-醫學與生命科學  CJTD中國大陸期刊與會議論文-自然科學  CJTD中國大陸期刊與會議論文-社會科學  Christian Doctrines Archive 1988-2013  Classical Literature Archive 1994-2012  Classical Studies & Archaeology 2013  Classical Studies & Archaeology 2014  Comparative Law, Legal History and Legal Studies  Competition Law  Constitutional and Administrative Law  Contemporary Writing, Theory and Culture Archive 2006-2012  Continental Philosophy Archive 2000-2012  Contract, Tort and Restitution  Corporate and Financial Law  Criminal Law and Justice  CRKN SpringerLink Journals  Drama Online 1: Playtexts and Scholarly Works  Early Modern History Archive 1971-2013  EBSCOhost Communication Source  Education 2013  Education 2014  Education Around the World  Emerald Complete Journals  Emerald Complete Journals  Energy, Environmental & Natural Resources Law  European Law Ex Libris Confidential 10