ALMA 2023年5月版新功能亮点
一、采访(Acquisition)
- Idea Exchange – 已关闭发票的发票行可以编辑——具有相关角色的用户现在可以编辑"已关闭发票"上的发票行。已关闭发票的发票行信息可以编辑,使工作人员能够对由手动错误等原因引起的数据直接进行更正。
- Idea Exchange – Edit Invoice Lines on Closed Invoices——Users with the relevant role are now able to to edit invoice line/s associated with a ‘closed invoice’. Editing information for Invoice lines associated with closed invoice allows staff to handle needed data corrections caused by manual errors.
二、资源管理(Resource Management)
- Alma与InCites的整合——InCites中的Alma资源库报告旨在帮助机构了解其持有的出版物类型、研究领域、使用情况和出版模式趋势。从Alma共享的数据仅用于为使用Alma的机构生成本报告,不与其他Clarivate产品或服务共享。有关如何与Web of Science共享数据的更多信息,请参阅开发者网络关于期刊引文报告(JCR)云应用程序的博客。
- Alma Integration with InCites——The Alma Collection Report in InCites is intended to help institutions get insights about their holdings regarding publication types, research areas, usage, and publication model trends. Data shared from Alma is used exclusively to generate this report for institutions using Alma and is not shared with other Clarivate products or services. For more information on how to share your data with Web of Science, see the Developers Network blog regarding the Journal Citation Reports (JCR) Cloud App.
- 经典元数据编辑器的结束——经过多年的服务,经典元数据编辑器已经退役,所有的工作将在新的和改进的元数据编辑器中继续进行。编目人员已经从新的MD编辑器中的许多新功能中受益。
- Sunset of the Classic Metadata Editor——After many years of service, the Classic Metadata Editor has been retired, and all work will continue in the new and improved Metadata Editor. Catalogers are already benefiting from the many new features available in the new MD Editor.
- 新元数据编辑器中的个性化快速链接——现在可以在MD编辑器中创建最常用(最喜欢)操作的单击快捷方式。第一个操作也有一个专用的键盘快捷键。这使得每个编目员都可以自定义编辑器,以适应他们的工作流程和需求,从而提高MD编辑器的效率和易用性。
- Personalized Quick Links in the New Metadata Editor—— It is now possible to create single-click shortcuts to your most commonly used (favorite) actions in the MD Editor. The first actions also have a dedicated keyboard shortcut. This allows each cataloger to customize the editor to suit their workflows and needs, increasing efficiency and ease of work in the MD Editor.
- 新元数据编辑器中的新的查看单册工作流程——在"查看相关数据"菜单中添加了一个新操作"查看单册",可以轻松导航到正在编辑的馆藏记录的单册列表。这在编目馆藏记录时尤其有用,并将提高编目纸本资源的效率。
- New View Items Workflow in the New Metadata Editor——A new action, “View Items”, has been added to the “View Related Data” menu, to easily navigate to the items list of the holdings record being edited. This is especially useful when cataloging a holdings record, and will increase the efficiency of cataloging physical resources.
- Alma的新功能:书目排序——Alma现在根据标识符、名称、主题、LDR信息和008字段、出版物详细信息等信息来评估MARC 21书目记录的完整性和丰富性。为了帮助图书馆识别可能需要注意的记录,增加了一个新的标题搜索选项,允许工作人员按新书目等级信息的范围搜索标题。新的书目排名为图书馆识别可能需要注意的记录提供了一个有用的工具。它显示在记录视图和MDE中。
- New in Alma: Bibliographic Rank——Alma now evaluates the completeness and richness of MARC 21 bibliographic records, based on such information as including identifiers, names, subjects, informative LDR and 008 fields, publication details, etc. In order to help libraries identify records that may need attention, a new titles search option has been added, allowing staff to search titles by range of the new Bibliographic Rank. The new Bibliographic Rank provides a helpful tool for libraries to identify records that may need attention. It is displayed in the record view and in the MDE.
- Idea Exchange -支持纸本和电子资源的重叠分析——到目前为止,重叠分析专注于电子资源的重叠和分析。随着五月版本的发布,该工具得到了增强,可以比较和分析纸本资源。工作人员现在可以上传资源列表,并将其与机构的电子和纸本资源(或两者)进行比较。这将使机构能够对他们拥有的或想要购买的图书/资源做出详实的决定,从而有助于机构管理财务预算。
- Idea Exchange – Overlap Analysis Supports Physical as well as Electronic Titles——Up until now Overlap Analysis focused on the overlap and analysis of electronic resources. With the May Release, the tool has been enhanced to compare and analyze physical titles. Staff now have the ability to upload a list of titles and compare it with the institution’s Electronic and Physical holdings (or both). This will allow the institution to make informative decisions regarding titles/collections that they own or would like to purchase and as a result, potentially help the institution manage their financial budget expenses/savings.
- 社区更新任务列表 – 新标示——在5月版本发布之前,社区区域(CZ)计划的活动(如删除电子集合)已通过社群区域发布说明提前通知Alma客户。在5月版本中,社区区域(CZ)更新任务列表现在可以显示对CZ集合的管理级别所做的更改。此外,"E collection"下新增了"社区管理级别"检索索引。用户能够看到CZ内容的计划变更,允许机构提前准备可能对机构的电子CZ链接馆藏产生影响的任何潜在更改。
- Community Update Task List – New Indication——Prior to the May Release the Community Zone’s (CZ) planned activities such as deletion of an electronic collection was communicated in advance to Alma customers via the Community Zone Release Notes. With the May release the Community Zone update Task List now indicates the changes that are made to the CZ collection’s management level. Additionally, there is a new “Management Level in Community Zone” search index under “E collection”. Users are able to see the planned changes to CZ content, allowing institutions to prepare in advance for any potential change that might have an impact on the institution’s electronic CZ linked inventory.
- 新的通用物理材质类型——Alma中现在提供了新的物理材质选项,图书馆可以根据需要配置通用材质类型。配置通用材质类型对于具有独特材料的图书馆(例如,有解剖模型的医学图书馆)尤其有用。
- New and Generic Physical Material Types——New physical material types options are now available in Alma, including generic material types that libraries can configure as needed. Configuring generic types is especially useful for libraries that have unique materials (e.g. medical libraries that circulate anatomical models).
- NERS开发 – 索引搜索的新选项——现在可以在标题、馆藏和规范搜索中应用更多的"不等于"和"不包含"选项,从而对目录进行更强大和详细的搜索。用户可以创建更加具体的搜索。
- NERS Development – New Options for Index Searching——It is now possible to run more “Not Equals” and “Not Contains” searches in the titles, inventory & authority searches, allowing for more powerful and detailed searches in the catalog. Users are able to create more specific searches.
三、读者服务(Fulfillment)
- 请求匿名化——现在除了删除用户信息外,还可以配置读者服务匿名化流程来删除注释信息。这有助于确保私人信息不会留在请求、借阅和费用记录中。
- Request Anonymization——It is now possible to configure the fulfillment anonymization process to remove notes, in addition to removing patron information. This helps ensure that private information does not remain in requests, loans and fee notes.
四、资源共享(Resource Sharing)
- Idea Exchange – 未使用的标签自动删除——未使用的标签将在资源共享任务列表中自动删除。这样就可以管理一个只有实际使用的标签的更加清晰的标签列表。
- Idea Exchange – Unused Labels Automatically Removed——Unused labels are automatically removed in resource sharing task lists. This enables managing a cleaner list of labels, with only the labels that are actually in use.
- NERS开发 – 任务小工具中新的"准备发送"链接——任务小工具的借阅请求部分有新的"准备发送"请求链接。这允许在这种状态下快速访问请求,这种状态需要图书馆工作人员手动处理。它还可以清楚地了解有多少请求处于这种状态。
- NERS Development – New ‘Ready to be Sent’ Links in Tasks Widget——The Borrowing Requests section of the Tasks Widget has new links to ‘Ready to be Sent’ Requests. This allows for quick access to requests in this status, a status that requires manual handling by library staff. It also gives a clear understanding of how many requests are in this status.
- 请求列表中新的可配置字段——在借阅请求任务列表和借出请求任务列表的可显示字段中添加了一个字段列表。工作人员可以使用自定义记录选项将这些字段添加到任务列表中。
- New Configurable Fields in Requests Lists——A list of fields has been added to the displayable fields in both the borrowing request task list and the lending request task list. Staff can use the customize record option to add these fields to the task list.
- 经典资源共享UI的结束——Alma任务列表的新布局现在是借阅请求和借出请求任务列表的唯一可用界面。新的资源共享UI大大改进了用户体验。
- Sunset of the Classic Resource Sharing UI——The New Layout of Alma task lists is now the only available interface for the Borrowing Requests and the Lending Requests task lists. The new resource sharing UI offers a much-improved user experience.
五、管理和基础设施(Administration & Infrastructure)
- 菜单项的详细描述——在Alma菜单中添加了一个新功能,允许用户将鼠标悬停在菜单项上。在点击链接之前,用户可以在菜单下方的"附加信息"部分阅读它的简短描述。这个功能可以很容易地打开或关闭。
- Detailed Descriptions for Menu Items——A new feature has been added to the Alma menus allowing users to hover over a menu item. Before clicking the link the user can read its short description in the lower part of the menu called “Additional Information”. This feature can be easily switched on or off.
六、Analytics
- 分析中的图书馆独立性——有了这一新功能,现在可以有一个分析报告,根据每个工作人员账户的不同图书馆进行过滤。这对机构很有用,因为机构中的每个图书馆都是一个完全独立的实体,工作人员只能从他们"自己"的图书馆或某些图书馆看到数据。
- Library Independence in Analytics——With this new feature it is now possible to have one analytics report which will filter by different libraries per staff user. This is useful for institutions where each library in the institution is a completely independent entity and staff users are allowed to see data only from their “own” libraries or certain libraries.
- 新的分析UI:菜单项支持Alma菜单快速链接——新的分析用户界面菜单现在包括所有自定义功能,包括添加条目作为快速链接。此外,它的结构也略有改变,为"报告收藏夹"留出了更多空间。
- New Analytics UI: Menu Entries Support Alma Menu Quick Links——The new Analytics UI menu now includes all customization capabilities including adding entries as quick links. In addition, its structure has changed slightly to allow more space for "Favorite reports."
详细更新文档请见附件:"Alma May 2023 Release Notes and Resolved Issues.pdf"。
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2023/Alma_2023_Release_Notes?mon=202305BASE
ALMA 2023年5月版新功能亮点