ALMA 2024年11月版新功能亮点
一、新界面(New UI)
- 介绍新的资源搜索体验!——Alma的仓储搜索正在用新的UI概念进行升级,从而实现更快、更简单的搜索和简化的工作流程,节省了时间并提高效率-从资源搜索开始。新的搜索提供了更多可以直接从搜索中执行的操作,以及增强的导航选项,将您的工作流带入搜索页面,并允许您在原始搜索上下文中执行这些操作。还引入了一种加载搜索结果的新方法。新的搜索不仅提高了搜索性能,而且会逐渐加载,一旦信息可用,就会显示出来,并在信息可用时添加更多细节,从而使用户能够更快地开始处理结果。
- Introducing the new Titles Search experience! —— Alma’s repository search is being upgraded with new UI concepts, resulting in faster, simpler searches and streamlined workflows, saving time and boosting productivity – starting with the title searches. The new search offers more actions that can be performed directly from the search as well as enhanced navigation options, bringing your workflows into the search page and allowing you to perform them while in the original search context. A new approach to loading the search results has also been introduced. the new search not only offers improved search performance, but will also load gradually, showing information as soon as it is available, adding more details as they become available, thus allowing users to start processing the results more quickly.
- 管理读者服务的新UI——管理顾客服务的UI正在完全重新设计,以利用新的布局功能来支持更精简的流通台工作流程。新的管理读者服务设计提高了流通台工作人员的工作效率。新的设计及其使用的技术将使流通台的工作更快、更高效,减少了图书馆工作人员的工作量,并减少读者在工作台的服务时间。
- Manage Patron Services New UI——The Manage Patron Services UI is being completely redesigned in order to leverage new layout capabilities to support a more streamlined workflow at the circulation desk.The new Manage Patron Services design improves the efficiency of the circulation desk staff’s work. The new design and the technology it utilizes will make the work at the desk quicker and more efficient, reducing the work load of the library staff as well as reducing the time it takes for the patron to receive the required service at the desk.
二、资源管理(Resource Management)
- 元数据编辑器中的AI元数据助手更新——自宣布嵌入MD编辑器中的工具AI元数据助手以来,我们收到了许多参与早期测试的请求,该工具通过生成元数据建议来帮助编目员。虽然我们无法满足所有要求,但我们感谢社区对测试和改进的热情和意愿。我们非常重视编目员的不同观点以及他们提供的关键反馈。作为回应,我们将在预览模式下为所有Alma环境启动AI元数据助手的第一阶段,作为11月发布的一部分。管理员可以自行决定启用它。第一阶段目前支持使用LC subjects 的英语MARC 21记录。有关启用此功能、其工作原理和计划增强的更多详细信息,请访问MD编辑器页面中的AI元数据助手。您的反馈是无价的!在处理AI辅助或丰富的草稿时,您可以通过MD编辑器中的AI反馈按钮提交。
- AI Metadata Assistant in Metadata Editor update——Since announcing the AI Metadata Assistant, a tool embedded in the MD Editor to help catalogers by generating metadata suggestions, we’ve received many requests to participate in early testing. While we couldn’t accommodate all requests, we’re grateful for the community’s enthusiasm and willingness to contribute to testing and improvement. We greatly value the diverse perspectives of our catalogers and the crucial feedback they provide. In response, we’re launching Phase I of the AI Metadata Assistant in Preview Mode for all Alma environments as part of the November release. Administrators can enable it at their discretion. Phase I currently supports English-language MARC 21 records, using LC subjects. For more details on enabling this feature, how it works, and planned enhancements, visit the AI Metadata Assistant in the MD Editor page. Your feedback is invaluable! You can submit it through the AI feedback button in the MD Editor when working on an AI-assisted or enriched draft.
- NERS增强-从MDE的下拉菜单链接到权限——元数据编辑器的"编辑操作"菜单中添加了一个新操作"打开规范主题"。新操作与用F3键打开方式相同。这对于不使用功能键的编目员特别有用。
- NERS Enhancement – Linking to Authorities from a dropdown menu in the MDE—— A new actions, “Open Authority Headings”, has been added to the “Editing Actions” menu in the Metadata Editor. The new action opens the same look up that can be accessed by the F3 key. This is especially useful for catalogers that don’t work with function keys.
- Idea Exchange – MARC 21首选术语更正将翻转改变标签号的标题——以前,当首选和非首选术语在不同的字段中时,Alma首选术语更正不处理通过交叉引用将书目标题链接到规范记录的情况。例如,首选术语在规范字段130中,规范中的交叉引用在410中。随着11月功能发布,图书馆现在能够配置Alma来处理这种情况。当书目标题与规范交叉引用匹配时,Alma会将其更正为首选术语,并相应地更新书目记录中的标签(例如从610到630)。
- Idea Exchange – MARC 21 preferred term correction will flip headings that change tag number——Previously, the Alma preferred term correction did not handle cases where the bib heading is linked to an authority record via a cross-reference, but the preferred and non-preferred terms are in different fields. For example, the preferred term is in authority field 130 and cross-reference in authority is in 410. With the November Feature Release libraries are now able to configure Alma to handle this scenario. When a bib heading matches the authority cross-reference, Alma will correct it to the preferred term and update the tag in the bib record accordingly (e.g. from 610 to 630).
- 采访(Acquisition)
- 开放获取工作流: 转换协议的新许可类型——越来越多的出版商协议为开放获取出版提供了可能性。此外,一些机构还指派图书馆监督与开放获取出版相关的文章和书籍处理费用的拨款。现在可以创建一个许可证,代表" 转换协议"。此许可证包含其他许可证类型可用的所有许可证字段,以及指示令牌数量的能力 – 如果许可证是有限的或"无限的"。这使机构能够跟踪其开放访问工作流程,并确定是否使用了所有令牌。
- Open Access Workflows: new license type for transformative agreements ——A growing number of publisher agreements present possibilities for open access publication. Furthermore, some institutions assign libraries the task of supervising allocated funds for covering article and book processing charges related to open access publication. It is now possible to create a license, representing a “transformative agreement”. This license contains all the license fields available for other license types, as well as the ability to indicate the number of tokens – if the license is limited, or "unlimited". This allows institutions to keep track of their open access workflows, and identify if they utilize all tokens.
- Idea Exchange – 在订单行发送后更新货币——订单行中添加了一个新的"更改货币"操作,允许用户在发送后修改订单行的货币。
- Idea Exchange – Update a PO line’s currency after it was sent —— A new “change currency” action has been added to PO lines, allowing users to modify the currency of a PO line after it was sent.
四、协作网络(Collaborative Networks)
- Idea Exchange – 网络区域管理电子资源-图书馆/校园级——以前,中央办公操作员可以管理网络区域内的电子资源,并将其提供给整个网络或成员机构区域使用。中央办公操作员现在能够将电子资源分配给成员机构(IZ)内的特定图书馆或校园。在网络区域机构中定义组时,一个新选项允许将成员机构内的图书馆和校园包括在内。网络区域电子资源可标记为"可用"本组,链接解析器将自动识别该网络区域"可用"图书馆/校园,简化资源访问管理。
- Idea Exchange – Network Zone Managed Electronic Resources – Library/Campus Level ——Previously, central office operators could manage electronic resources in the Network Zone and make them available for the entire network OR member(s) Institution Zone(s). The central office operator is now able to assign electronic resources to specific libraries or campuses within a member (IZ) institution. When defining a group in the Network Zone institution, a new option allows for the inclusion of libraries and campuses from within a member institution. Network Zone electronic resources can be marked as “Available For” this group, and the link resolver will automatically recognize this Network Zone “Available For” library/campus definition, streamlining resource access management.
- Idea Exchange – 联盟规范控制任务列表增强——联盟编目员现在可以获得一个强大的集体规范控制工具,简化工作流程,大大节省时间。增强的联盟规范控制任务列表包括在机构区域级规范控制任务清单中报告网络区域中处理的记录更改,允许对这些记录进行更正或修改,并将其推送到整个联盟成员的规范控制任务名单中。这一增强将改善联盟成员编目员处理规范记录的体验。由于与网络区域相关的记录报告现在将反映在每个机构区管理局控制任务列表中,当一个联盟成员根据该报告更正书目记录时,该操作将反映在所有联盟成员的规范控制任务列表中。
- Idea Exchange – Consortia Authority Control Task List enhancement —— Consortia catalogers can now gain a powerful tool for collective authority control, that streamlines workflows, significantly saving time. The enhanced Consortia Authority Control Task List includes reporting of record changes processed in the Network Zone in the Institution Zone level Authority Control Task List, allowing for corrections or modifications of such records and pushing them to the entire Consortia members’ Authority Control Task List. This enhancement will improve the experience for consortium member catalogers working with authority records. As NZ linked records reporting will now be reflected in each Institution Zone Authority Control Task List, when one of the Consortia members corrects a Bibliographic record based on such reporting, this action will be reflected in all Consortia members’ Authority Control Task List.
五、资源共享(Resource Sharing)
- 文档传递的有条件自动转发——借阅者现在能够设置规则,以确定数字接收的资源是否应该自动与请求的用户共享,或者在转发给请求的用户之前等待图书馆工作人员处理。例如,对于需要增加可访问性的请求者,可能需要对文档进行处理以增加其可访问性。图书馆现在能够为需要特殊处理数字文件的用户提供更好的服务,特别是为了提高可访问性。
- Conditional automatic forward of document delivery —— Borrowers are now able to set up rules that determine whether a digitally received resource should automatically be shared with the requesting patron or wait for library staff handling before being forwarded to the requesting patron. For example, the document may require to be processed to increase its accessibility for a requester that requires increased accessibility. The library is now able to offer better services to patrons who require special handling of digital files, particularly for improved accessibility.
六、读者服务(Fulfillment)
- Idea Exchange – 更新预约架到期日时的新的通知信——现在可以配置在预约架上的图书到期日期更改时向读者发出通知信件。
- Idea Exchange – New notification letter when hold shelf expiry date is updated —— It is now possible to configure notification to patrons when the expiry date of an item on the hold shelf has been changed.
- Idea Exchange – 自动续借通知——现在可以配置在通过自动续借流程自动续借时向读者发送通知信。除了在到期日期之前发出的提醒外,此通知将通知读者该图书的新的到期日期。
- Idea Exchange – Automatic renewal notices —— It is now possible to configure sending notices to patrons when loans are automatically renewed by the automatic renew process. This notification will inform users of the item’s new due date, in addition to the courtesy reminder sent before the due date.
七、Analytics
- 设计分析角色更加细化——为了增加隐私和安全性,添加了两个与用户信息相关的额外Design Analytics角色。有了这些新增功能,最近为支持采访、读者服务和资源而引入的新设计分析角色将不包括访问用户数据和系统管理数据,除非这些新角色被分配给用户。
- More granularity for Design Analytics roles——To increase privacy and security, two additional Design Analytics roles related to patron information have been added. With these additions, the new Design Analytics roles recently introduced to support Acquisition, Fulfillment, and Resources will not include access to patron user data and system administration data unless these new roles are assigned to the user.
详细更新文档:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202411
ALMA 2024年11月版新功能亮点