ALMA 2023年11月版新功能亮点
一、采访(Acquisition)
- 新的统一订单行列表-逐步推出——提醒您,新的统一订单行任务列表用户界面正在逐步推出到生产环境中。新界面增强了管理采购订单行的用户体验。新界面有多种变化和优势,它还解决了一些Ideas Exchange项目。作为2023年11月版本的一部分,新布局将默认开启,用户仍然可以选择退出新界面。
- New unified PO Line list – gradual rollout——A reminder that the new Unified PO Line Task List User Interface is being gradually rolled out to production. The new interface enhances the user experience for managing PO lines. There are multiple changes and advantages with the new interface, which also addresses a number of Ideas Exchange items. As part of the November 2023 release, the new layout will be turned on by default, although users will still have the option to opt out at that time.
- 新的经费和分类账权限——添加了一个新的权限,现在允许用户查看机构拥有的经费和分类账,并可用于其图书馆。以前,具有"经费-总账查看器"角色的用户无法查看该机构拥有的、可用于其图书馆的经费和分类账。这是图书馆独立性功能的一部分,旨在提高图书馆的运营能力,使其与其他图书馆更加分离和独立。
- New Fund and Ledger privilege——A new privilege has been added that now allows users to view funds and ledgers that are owned by the institution and available for their library. Previously, users with “Fund-Ledger Viewer” role scoped to a specific library were not able to view funds and ledgers which are owned by the institution and available for their library. This is part of the Library Independence functionality – an effort to increase a library’s ability to operate in a manner that is more separate and independent from other libraries.
二、资源管理(Resource Management)
- 更新Alma URI记录——生成的BIBFRAME记录的Alma URI(在发布和UI中)现在构造得更好,更稳定。以前的URI格式现在重定向到新的Alma URI格式。对于转换为BIBFRAME的MARC记录,URI放在About字段中。如果机构愿意,他们可以将网址的开头(URL前缀)从alma.exlibrisgroup.com更改为他们自己的或任何其他前缀。这对于希望开始处理BIBFRAME记录并希望将URI更改为个人域的机构尤其有用。
- Update to Alma URI records——Alma URIs for generated BIBFRAME records (in publishing and UI) are now better constructed and more stable. The former URI format now redirects to the new Alma URI format. For MARC records converted to BIBFRAME, the URI is placed in the About field. If an institution prefers, they can change the beginning of the web address (URL prefix) from cname.alma.exlibrisgroup.com to their own or any other prefix. This is especially useful for institutions that want to start working with BIBFRAME records and would also like to change the URI to a personal domain.
- 从Taylor and Francis期刊资源库上传电子馆藏——电子馆藏的自动上传现在允许图书馆更新其在Taylor and Francis期刊资源库的馆藏。一旦启用,该流程将自动从Taylor & Francis平台下载KBART格式的馆藏文件,上传该文件并更新您在Taylor & Frances资源库中的馆藏。这种集成使用户无需手动更新Taylor & Francis的资源库列表。
- Upload Electronic Holdings from Taylor and Francis Journals——Automatic Upload of Electronic Holdings now allows libraries to update their holdings in the Taylor and Francis Journal collection. Once enabled, the process will automatically download a KBART formatted holdings file from the Taylor & Francis platform, upload the file and update your holdings in the Taylor & Francis collection. This integration saves users from the need to manually update the portfolios which were updated on the Taylor & Francis side.
- 通用电子服务 – 能够使用任何书目字段——机构现在可以从书目记录元数据中提取任何信息,以丰富已定义的"通用电子服务"的URL模板,并根据提取的信息设置规则。图书馆在建立通用电子服务方面具有更大的灵活性。
- General Electronic Service – Ability to use any Bibliographic field——Institutions can now extract any information from the Bibliographic Record metadata to enrich the URL template of a defined “General Electronic service” as well as set rules based on the extracted information. Libraries now have more flexibility with the construction of general electronic services.
- 在所有标题和资源库列表搜索结果中显示链接解析器的使用情况——链接解析器的使用信息现在为客户显示提供资源库列表的服务的次数,以及实际点击资源库列表服务的数量。这是对机构从COUNTER报告中收到的使用信息的补充,它可以帮助机构就其电子馆藏做出数据驱动决策。对于联盟,查看网络机构中的"持有方"可以列出所有成员机构的使用情况。
- Link Resolver usage display in All Title and Portfolio search results——Link resolver usage information now displays with the number of times the portfolio’s service was presented for patrons as well as the number of times the service for the portfolio was actually clicked. This addition is a supplement to the usage information that institutions receive from their COUNTER reports, It can help institutions make data driven decisions regarding their electronic holdings. For consortia, viewing the “Held By” in the Network institution gives a breakdown of the usage for all the member institutions.
- Idea Exchange – 在纸本馆藏结果集上运行作业——以前,可能影响纸本馆藏的作业只能在纸本标题或纸本单册结果集上运行。随着纸本馆藏在新的集合UX中增强了集合管理,现在也可以在纸本馆藏的结果集上运行这些作业。当用户只想限制对特定馆藏的处理时,这很有用。
- Idea Exchange – Running jobs on Physical Holdings sets—— Previously, jobs that could impact the physical inventory could only be run on Physical Titles or Physical Items sets. Following the enhancement of Physical Holdings set management in the new sets UX, it is now possible to run these jobs also on sets of Physical Holdings. This is useful when a user wants to limit the handling of specific holdings only.
- Idea Exchange – 作业"更改纸本单册"中的新选项——一个新的"附加到字段"选项现在允许图书馆将新备注附加到现有备注上。以前,在使用更改纸本单册信息作业中添加备注字段时,只能替换现有的备注或跳过已经有备注的单册。当希望向集合中的所有单册添加注释而不丢失之前添加到这些单册中的注释时,这很有用。
- Idea Exchange – New option in the job “Change Physical Items——A new “Append to field” option now allows libraries to append the new note to the existing note. Previously, when adding notes fields using the Change Physical Items Information job, it was only possible to replace existing notes or to skip items which already had a note. This is useful when wanting to add a note to all items in a set, without losing previous notes that were added to these items.
- Idea Exchange – 社区区域资源的书目记录质量衡量标准——电子资源的社区区域搜索结果中现在出现了一个新的"书目排名"字段,提供了资源中书目记录的平均排名。此外,电子资源库列表级别上的书目排名和简要级别已添加到视图自定义选项中,并可显示在社区区域电子资源库列表搜索结果中。添加CZ资源库质量信息(平均bib排名)可以让用户了解CZ电子馆藏中现有书目记录的质量。
- Idea Exchange – Bibliographic record quality measures for Community Zone collections——A new “Bibliographic Rank” field now appears in the Community Zone search results for Electronic Collections providing the average rank of the bibliographic records that are part of the collection. Additionally, the Bibliographic Rank and Brief level on the level of the portfolio have been added to the view customization option and can be displayed in the Community Zone Electronic Portfolio search results. Addition of the CZ collection quality information (Average bib rank) allows users to understand the quality of existing bibliographic records in a given CZ Electronic Collection.
- 通过导入设置单册保留指示——Alma过去版本中添加的单册保留功能现在可以作为"新订单"和"更新馆藏"导入配置文件的一部分进行配置。作为手动/自动导入过程的一部分,用户可以自动将单册定义为"确认保留"。
- Item Retention indication setup via import——The Item Retention functionality which was added in Alma’s past releases is now available to be configured as part of the “New Order” and “Update inventory” Import Profiles. Customers can automate the process of defining item/s as “Committed to Retain” as part of the manual/automated import process.
三、数字资源管理(Digital Resource Management)
- 通过Alma Viewer传递Office文档——用户现在可以通过Alma查看器查看Office文档,例如Word、Excel、PowerPoint、Excel。可以下载文档以获得更多选项。这扩大了用户可以通过Alma查看的内容类型的范围。
- Deliver Office documents via the Alma Viewer——Users are now able to view Office documents, e.g. Word, Excel, PowerPoint, Excel, via the Alma Viewer. Documents can be downloaded for further options. This expands the range of content types that can be viewed by patrons via Alma.
四、管理和基础设施(Administration & Infrastructure)
- 新的数字采用工具——从2023年11月发布开始,Ex Libris正在Alma和我们高等教育后台套件的其他组件中逐步部署新的数字采用工具Pendo。Pendo是SAAS(软件即服务)软件公司使用的数字采用工具,用于确定使用趋势并为用户提供优化的用户体验。它提供有关用户趋势和行为分析的信息,以帮助改善用户体验。HEP(高等教育平台)上的数字采用是与我们的商业合作伙伴一起设计的,以确保没有个人数据传递给Pendo。作为我们不断努力改善用户体验的一部分,数字采用帮助我们识别用户可能遇到困难的复杂工作流程。这为我们提供了改进或简化这些工作流程所需的信息。2024年,我们将增加一个新的演练,提供应用内指导。未来,可能还会有其他功能,如应用内帮助、消息传递、用户反馈等。
- New Digital Adoption Tool——Starting with the November 2023 release, Ex Libris is gradually deploying Pendo, a new digital adoption tool, across Alma and other components of our higher-education back-office suite. Pendo is a Digital Adoption tool used by SAAS (Software as a Service) software companies to identify usage trends and to provide users with an optimized user experience. It provides information on user trends and behavioral analytics to help improve the user experience. The implementation of Digital Adoption on the HEP (Higher Education Platform) is designed with our business partners to ensure that no personal data is passed through to Pendo. As part of our ongoing effort to improve the user experience, Digital Adoption helps us identify complex workflows where users might be struggling. This gives us the input needed to improve or simplify these workflows. During 2024, we will add a new walkthrough, which provides in-app guidance. In the future, there might be additional capabilities such as in-app help, messaging, user feedback, and more.
- Idea Exchange – 允许用户输入个人递送地址——现在可以配置Primo保留请求表,使读者在请求将单册个人递送到其家庭或办公室地址时能够更新其家庭或办公地址。如果"其他个人递送地点"功能也被激活,那么提出请求的读者也可以更新任何其他送货地点的地址。此功能可用于Primo VE的图书馆。这使得即使在没有已知的家庭地址的情况下也可以使用个人递送服务。它还允许读者在要求个人递送时轻松更改注册的家庭地址。
- Idea Exchange – Allow users to enter an address for personal delivery——It is now possible to configure the Primo hold request form to enable patrons to update their home or office address when requesting an item for personal delivery to their home or office address. If the ‘Additional personal delivery locations’ feature is also activated then the requesting patrons may be enabled to also update the address of any of the additional pickup locations. This feature is available for Primo VE libraries. This allows for using the personal delivery service even when there is no known home address. It also allows patrons to easily change the registered home address when requesting personal delivery.
- 其他的个人递送地点——现在可以设置Alma,以便有资格获得个人递送的读者可以请求在他们注册的家庭地址以外的地址提取资源。如果还启用了"允许用户输入个人递送地址"功能,则读者在提出个人递送请求时也可以更新其他个人递送位置的地址。这允许图书馆启用非家庭或办公室地址的个人递送位置。
- Additional personal delivery locations——It is now possible to set up Alma so that patrons that are eligible for personal delivery are able to request to pick up resources at an address other than their registered home address. If the ‘Allow users to enter an address for personal delivery’ feature is also enabled then patrons are also able to update the address of the additional personal delivery locations when placing a request for personal delivery. This allows the library to enable personal delivery locations that are not home or office addresses.
- 映射表增强——有许多改进旨在增强映射表的功能和可用性。例如:内部搜索:内部搜索功能。用户可以在映射表中搜索以快速定位特定条目。2.响应栏。用户可以扩展/缩小列的宽度并更改列的顺序(使用拖放),从而使导航和内容更加简单直观。3.页面标题提供了更清晰的上下文和更容易识别映射表内容。4.分页:用户可以使用页码浏览映射表条目,创造更高效、更用户友好的体验。
- Mapping Tables Enhancements——There are a number of improvements aimed at enhancing the functionality and usability of mapping tables. For example: 1. Inner Search: An inner search functionality. Users are able to search in the mapping table to quickly locate specific entries. 2. Responsive Columns. Users can expand/reduce the width of the columns and change the columns’ order (using drag and drop), making navigating and understanding the content simpler and more intuitive. Page titles provide clearer context and easier identification of mapping table content. 4.Pagination: Users can navigate through mapping table entries using page numbers, creating a more efficient and user-friendly experience.
五、Analytics
- 在对象详细信息区域中管理订阅——作为改进Alma中的Analytics用户界面的持续努力的一部分,在Analytics对象详细信息中添加了一个新的管理订阅部分。此部分允许管理员立即查看其订阅的列表,而无需打开滑动面板,并以更简单、更清晰的工作流程添加用户。
- Manage Subscription in the object details area——As part of the ongoing effort to improve the Analytics user interface in Alma a new Manage Subscription section has been added to the Analytics object details. This section allows admins to immediately see the list of their subscribed colleagues without the need to open a sliding panel and add users in a simpler and clearer workflow.
- 分析的新布局——Alma Analytics的新布局现在是Alma中管理分析的唯一可用界面。用户不再能够选择退出此布局并使用以前的布局。
新布局的主要新功能包括:
所有共享的报告都在一个地方:包括分析用户角色在内的所有用户都可以在一个列表中查看与其共享的分析对象,该列表可以通过各种类别进行搜索和轻松筛选,包括"计划报告"、"已订阅"等标签,甚至可以按主题区域进行筛选。
将快速链接固定到您喜爱的报告的分析菜单:用户可以轻松选择和取消要固定到其菜单的分析,以便快速访问
强大的调度组件:分析管理员现在可以根据自己的偏好自由地调度报告,而不受以前布局中的限制。
深度链接:分析对象现在包括一个深度链接,以便根据管理员定义的访问权限在同事之间轻松共享。
分析预览:无论是在经典分析还是数据可视化中,分析对象现在都会在对象详细信息的旁边包含预览。
将数据可视化设置为Alma主页:轻松设置数据可视化工作簿作为Alma主页的可选预览。设置后,您可以从Alma主菜单中选择Alma主页。
- New Layout for Analytics——The New Layout of Alma Analytics is now the only available interface for managing Analytics in Alma. Users are no longer able to opt-out of this layout and use the previous layout.
The main new features of the new layout are:
All shared reports in one place: All users including analytics consumer roles can view the analytics objects shared with them in one list which can be searched and easily filtered by a variety of categories including labels such as "scheduled Report", "Subscribed", and even by subject area.
Pin quick links to Analytics menu of your favorite reports: Users can easily select and deselect which analytics they would like to be pinned to their menu for quick access.
Powerful scheduling component: Analytics administrators are now free to schedule reports and their occurrence based on their preferences and without the limitations that had been in the previous layout.
Deep link: Analytic objects now include a deep link for easy sharing between colleagues based on access permissions defined by the administrator.
Analytics preview: Analytic objects whether in Classic Analytics or Data Visualization now include a preview at the side of the object details.
Set Data Visualization as an Alma homepage: Easily set a Data Visualization workbook as an optional preview for the Alma homepage. Once set you can choose an Alma homepage from the Alma main menu.
详细更新文档:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2023/Alma_2023_Release_Notes?mon=202311BASE
ALMA 2023年11月版新功能亮点