Beginning with the May 2020 release, Ex Libris is undertaking a usability improvement initiative to facilitate an enhanced user experience across Alma navigation and in the Metadata Editor. This initiative is a result of cooperation with Alma working groups and response to wider community feedback.
The new features in the user interface help facilitate a smoother, user-friendly interaction with Alma while providing more control over the Alma layout and navigation options. The new layout allows to easily switch between the ongoing tasks in your main workflow and any peripheral tasks. New customization options enable the personalization of the menu and creation of your own quick-link options.
Unified PO Line Task List
Alma's new PO line search results and management screen allows users to search, view and edit PO lines in all statuses without the need to go to a dedicated task list. The unification of all PO lines tasks lists will result in several main differences and advantages:
Task list as facets- The presentation of the various assignment options as facets (Unassigned, Assigned to me, Assigned to others) will allow users to search for PO lines and immediately work on it (without the extra step of "Go to task list").
Multi-select facets - Ability to select multiple facets in a single operation will assist Acquisitions staff focus on the PO line/s efficiently
Clearer information hierarchy - A cleared and more prominent information hierarchy of the PO line search results will enable Acquisitions staff users reviewing the the PO line's search result list to find what they need faster and with less navigation needs
"Side -By-Side" presentation - Viewing/Editing PO line information without the need to specifically enter a new screen for each PO line enables users to complete their tasks faster with less navigational needs, fir example, searching for a list of PO lines by invoice number will allow users to view the full list of PO lines associated with the invoice, efficiently go over the PO line information, make modifications (if needed) and review the next PO line associated with the invoice.
"Slide-Out" panel for extra information - When viewing/editing a PO line and navigating to a different Acquisitions entity (vendor information for example), a "slide-out" panel will overlay the screen providing the user with a single page application experience and a clear sense of oriantation.
The new Unified PO Line Task List includes all the functionality available in the various PO line task lists plus new features.
See below for the detailed roll-out plan of the new Unified PO Line Task List User Interface.
See presentations (coming soon)for step by step training.
See video for a short training session (coming soon)
See webinar to understand more (coming soon)
The following table contains the rollout plan for the Unified PO Line Task List User Interface.
Rollout plan - The timeline of the rollout plan is subject to change.
New Task List Record view - Opt in
Early adopters only.
New Task List Record view - Opt in
The original PO line search results is enabled by default. The user can switch to the new unified task list (and back to the original if needed).
New Task List Record view - Opt out
The new unified task list is enabled by default. The user can switch to the original PO line search results (if needed).
New Task List Record view - Exclusive use
The new unified task list is enabled by default for all users with no ability to switch back to the "original" presentation
The latest evolution of the Alma Metadata Editor brings greater efficiency to processes, making them faster and simpler. The interface can be tailored to each user, depending on the user's level and type of expertise (original catalogers, copy catalogers, and light catalogers). The new streamlined workflows save time and improve productivity, with better management and search performance across the Alma platform.
The new Metadata Editor includes all the functionality available in the classic Metadata Editor plus new features.
The new Metadata Editor provides a flexible working space for managing records and files in the following functional areas:
Records - Create and edit records across different formats such as MARC21 bibliographic records, Authorities records, and holdings
Templates - Manage templates for different formats and types of resources, enabling better cataloging
Rules - Managing private and shared normalization, merge, indication, and brief record-level rules created by you or others.
To switch to the new Metadata Editor in Alma, select
on the top-right of the top toolbar of the Editor.
Before opening a new issue, it is recommended to check for it in the Known Issues list. Also, some elements might be marked as 'Coming Soon', which means they will be added in a later release. Click here for the availability table.
For information about Metadata Editor known issues, click here.