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Layout Improvements New Unified PO Line Task List
User Interface Improvements Overview
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 a response to wider community feedback.  
For more information, see Usability Improvements.
New Metadata Editor Functionality Rollout Plan
The following tables detail the rollout timeline for the New Metadata Editor per functionality.
Records Area
New Metadata Editor Menu OptionFunctionalityRelease*
SaveSave Record (Split Icon's Upper action)May 2020
Save and Release May 2020
Save DraftMay 2020
Save as Template May 2020
Options
(configuration for network members only)
* Network members can contribute bib records to the network catalog, which is a central catalog for all members.
May 2020
NewSub-section: "Recently Used Templates" - New FeatureQ1 2021 - not planned
list of relevant available formats according to the configurationMay 2020
Template Display Configuration - New FeatureMay 2020
Contribution to Community Zone November 2020
Open Record - New Menu Item - not plannedBarcode - New FeatureQ1 2021
ISBN - New FeatureQ1 2021
ISSN - New FeatureQ1 2021
MMS ID - New FeatureQ1 2021
Other System Number - New FeatureQ1 2021
Record ActionsRelease RecordMay 2020
Reload Original RecordMay 2020
Duplicate RecordMay 2020
Derive new record (Bib only)May 2020
Merge & CombineJuly 2020
Validate (Local + network - bib + Authority + Holdings)May 2020
Find Matches (Bib + Authority)May 2020
Show Linkage Information (Bib only Toggle action)August 2020
Add NoteAugust 2020
Assign Record to Another Cataloger (Valid for bib + Authority + Holdings)August 2020
Release AssignmentAugust 2020
Suppress from Discovery
(Toggle action - for Bib and Holdings)
August 2020
Sub-section: "Set Management Tags"
- Export to WorldCat
- Force Export to WorldCat
- Export to Librairies Australia
- Force Export to Libraries Australia
November 2020
Contribute Record to Central Catalog (For network members only)September 2020
Copy to Catalog (For network members - for network bib)August 2020
Share with Network (For network members only)August 2020
Validate in Network (For local + network - For LOCAL: bib + Authority + Holdings)August 2020
Update from Bibliographic (For Holdings record only)August 2020
Relink to a Different Record (For Holdings record only)August 2020
Generate Accession Number (For Holdings record only)August 2020
Next Predicted Item's Information (For Holdings record only)August 2020
Open Predicted Items
(For Holdings record only)
August 2020
Change Authority Placement (For Authority record only)August 2020
See Also (For Authority record only)August 2020
Delete RecordAugust 2020
Editing ActionsAdd FieldMay 2020
Add SubfieldMay 2020
Add Local FieldMay 2020
Remove FieldMay 2020
Open Form EditorAugust 2020
Close Form EditorAugust 2020
Field InformationMay 2020
CutMay 2020
CopyMay 2020
PasteMay 2020
Enhance the RecordMay 2020
Expand from TemplateMay 2020
Add Heading SectionMay 2020
Generate Author NumberMay 2020
Sub-section: Add Alternate Graphic Representation September 2020
Sub-section: Change ScriptSeptember 2020
Sub-section: Link FieldsSeptember 2020
Unlink FieldsMay 2020
Flip FieldsSeptember 2020
Sub-section: Insert Directional CharJuly 2020
Show Directional CharJuly 2020
Add InventoryAdd ItemJuly 2020
Add PortfolioJuly 2020
Add RepresentativeJuly 2020
View Related DataView Bibliographic  RecordSeptember 2020
View CollectionsJuly 2020
View in SearchJuly 2020
View InventoryMay 2020
View linked DataNovember 2020
View NotesMay 2020
View OrdersSeptember 2020
View Related Bibliographic RecordsMay 2020
View VersionsMay 2020
OrderOrderSeptember 2020
Search & BrowseBrowse Shelf ListingMay 2020
Browse Bib HeadingsMay 2020
Search ResourcesMay 2020
Editing PaneField Information (action in Field level menu) - New FeatureMay 2020
[…]  (Field level menu) - New FeatureMay 2020
Colored field number/indicators/sub-fields - New FeatureMay 2020
Cataloger Level in AuthoritiesFebruary 2021
Records Navigation PaneFilter list (scope filter) - New FeatureMay 2020
Search in list - New FeatureMay 2020
Refresh list - New FeatureMay 2020
Release AllMay 2020
Editor Split ModeMay 2020
Pin Record List - New FeatureMay 2020
Expand >> /Collapse << - New FeatureMay 2020
X (close pane in pane's header) - New FeatureMay 2020
(i)  (pane's header information icon) - New FeatureMay 2020
(save diskette icon) (auto save information) - New FeatureMay 2020
Record's warning/error editing validation messagesMay 2020
View Record's validation messages in split mode - New FeatureAugust 2020
Pushed (badge) - New FeatureMay 2020
Assigned (badge) - New FeatureMay 2020
View Only (badge) - New FeatureDecember 2020
Notes (icon badge) - New FeatureMay 2020
Suppressed (icon badge) - New FeatureMay 2020
Right click menu (on a record in the records list) - New FeatureQ3 2021
Informative record tooltip in records list - New FeatureMay 2020
OtherCatalog SetSeptember 2020
*The timeline of the rollout plan is subject to change.
Templates Area
New Metadata Editor Menu OptionFunctionalityRelease*
Save menu Save Record January 2021
New menu New Record From TemplateJanuary 2021
List of relevant available formats according to the configurationJanuary 2021
Template Display Configuration - New FeatureMay 2020
Placement OptionsJanuary 2021
Template Actions menuEditJanuary 2021
DuplicateJanuary 2021
DeleteJanuary 2021
Share TemplateJanuary 2021
Contribute to CZJanuary 2021
Make Private - New FeatureJanuary 2021
Save as DefaultJanuary 2021
Template PropertiesJanuary 2021
Editing Actions menuAdd FieldJanuary 2021
Add SubfieldJanuary 2021
Remove FieldJanuary 2021
Reorder Fields - New FeatureJanuary 2021
Open Form EditorJanuary 2021
Field InformationJanuary 2021
CutJanuary 2021
CopyJanuary 2021
PasteJanuary 2021
Search and Browse menuBrowse Shelf ListingMay 2020
Browse Bib HeadingsMay 2020
Search External Resources - New FeatureMay 2020
Editing paneField Information (action in Field level menu)January 2021
[…] (Field level menu)January 2021
Colored field number/indicators/sub-fieldsJanuary 2021
Navigation paneFilter list (scope filter) - New FeatureJanuary 2021
Search in listJanuary 2021
Refresh list - New FeatureJanuary 2021
Editor Split ModeJanuary 2021
Pin Template List - New FeatureJanuary 2021
Expand >> /Collapse << - New FeatureJanuary 2021
X (close pane in pane's header) - New FeatureJanuary 2021
(i) (pane's header information icon) - New FeatureJanuary 2021
(save diskette icon) (auto save information) - New FeatureJanuary 2021
Template's warning/error editing validation messagesJanuary 2021
View Record's validation messages in split mode - New FeatureJanuary 2021
View Only (badge) - New FeatureJanuary 2021
Right Click menu (on a template in the templates list)January 2021
Informative Template tooltip in Templates list - New FeatureJanuary 2021
OtherRight-collapsed Template - New FeatureJanuary 2021
Left-collapsed Template - New FeatureJanuary 2021
Improved icons for Private / Shared / CZJanuary 2021
Rules Area
New Metadata Editor Menu OptionFunctionalityRelease*
Save menu Save RuleMarch 2021
Save and Close - New FeatureUpcoming 
New menuList of available rule types according to the configurationMarch 2021
Rule ActionsEditMarch 2021
DuplicateMarch 2021
DeleteMarch 2021
Share Rule - New FeatureUpcoming 
Contribute to CZMarch 2021
Make Private - New FeatureUpcoming 
Add Note - New FeatureComing Soon
Rule PropertiesUpcoming 
Editing ActionsCutMarch 2021
CopyMarch 2021
PasteMarch 2021
Add Note Inline - New FeatureUpcoming 
View Related DataView Notes - New FeatureUpcoming 
View Versions - New FeatureUpcoming 
Search and BrowseBrowse Shelf ListingMarch 2021
Browse Bib HeadingsMarch 2021
Search External Resources - New FeatureMarch 2021
Editing paneField Information (action in Field level menu)March 2021
[…] (Field level menu)March 2021
Colored field number/indicators/sub-fieldsMarch 2021
Navigation paneFilter list (scope filter) - New FeatureMarch 2021
Search in listMarch 2021
Refresh list- New FeatureMarch 2021
Editor Split ModeMarch 2021
Pin Rule List- New FeatureMarch 2021
Expand >> /Collapse <<- New FeatureMarch 2021
X (close pane in pane's header)- New FeatureMarch 2021
(i) (pane's header information icon)- New FeatureMarch 2021
(save diskette icon) (auto save information) - New FeatureUpcoming 
Warning/error editing validation messagesMarch 2021
View validation messages in split mode - New FeatureMarch 2021
View Only (badge) - New FeatureMarch 2021
Notes (badge) - New FeatureComing Soon
Right-click menu (on a rule in the rule list)March 2021
Informative tooltip in rule list - New FeatureMarch 2021
OtherRight-collapsed rule - New FeatureMarch 2021
Left-collapsed rule - New FeatureMarch 2021
Improved icons for Private / Shared / CZMarch 2021
More Resources
Known Issues
The following table contains selected known issues. 
Both LDR fields are focusedWhen opening a record, and then clicking Split and opening another record, the LDR fields of both records are focused. 
Wrong time in the tooltip of the auto-save iconAfter manual save, the tooltip of the auto-save icon is not updated to the time displayed in "Successfully Saved" message.
Info message about linking the bib heading to authority records does not appearWhen you create a bib heading where field 650 (first indicator 1 and second indicator 0) is $$a, and then click save, the message "Alma has attempted to link the bib headings to authority records..." does not appear, or appears wrongly.
A warning appears across both sides of the split screenOn merge preview, a warning appears on both sides of the split screen. 
When browsing bib headings, the arrow goes over the resultsWhen you browse bib headings and select View for a result, the arrow goes over the left side of the split screen.
White space above the validation message hides part of the record contentWhen viewing two bib records with validation messages in split mode, if pinning the validation messages, the white space above the validation message hides part of the record content.
Missing information when viewing representation of inventoryWhen viewing representation of inventory, some information is missing and some doesn't look as expected.  
"Browse bib headings" menu action for NZ/CZ recordsThe "Browse bib headings" menu action disabled for NZ/CZ records.
In order to use the "Browse bib headings" please close the record or use the "Browse bib headings" link from the Alma menu.
'Old Editor' button displayIn some institutions, when entering the new MD Editor from the Alma menu, sometimes the 'Old Editor' button does not appear in an accessible place. 
To switch to the classic MD Editor 'zoom in' using the browser menu until the button will appear at the new MD Editor's top right corner.
This issue will be fixed for the May release.
Resolved Issues
The following table contains the resolved issues related to the new Metadata Editor. 
After closing the right editing pane in split mode, the focus remains on the registry list of the record that was closed
New Metadata Editor: After closing the right editing pane in split mode, the focus remains on the registry list of the record that was closed instead of moving to the registry list of the record that has remained open, in the navigation pane. This was fixed.
June 2021
Rules tab is empty when navigating between tabs.
New Metadata Editor: Rules tab is empty when navigating between tabs. This was fixed.
June 2021
No copy to catalog was available for view only CZ records.
New Metadata Editor: No copy to catalog was available for view only CZ records. This was fixed.
June 2021
After a "Copy to Catalog" from a CZ record, the "Search Resources" option was greyed out.
New Metadata Editor: After a "Copy to Catalog" from a CZ record, the "Search Resources" option is still greyed out. This was fixed
June 2021
When opening a record and clicking on the 'i' icon, modification appears to be by the current user
New Metadata Editor: When opening a record and clicking on the 'i' icon, modification appears to be by the current user at the time of opening the record. This was fixed.
June 2021
When clicking on action that collapsed the left presenter, the right presenter extends to the right side.
New Metadata Editor: When the records list unpinned, and there are two presenters in split mode, when clicking on action that collapsed the left presenter, the right presenter extends to the right side. The was fixed.
June 2021
Record opened in the MDE with missing information in the record's header
New Metadata Editor: In some cases, when editing NZ record, the record opened in the MDE with missing information in the record's header and does not appear in the records list. This was fixed.
June 2021
When opening two records, and clicking on one of the records "Field Information", the second record moves to the left, but the title of the record belongs to the second record.
New Metadata Editor: When opening two records, and clicking on one of the records "Field Information", the second record moves to the left, but the title of the record belongs to the second record. This was fixed.
June 2021
After enabled network authority templates in the "Template display configuration" screen, the authority templates are not available in the "New" menu
New Metadata Editor: After enabled network authority templates (that this network authority vocabulary managed only local) in the "Template display configuration" screen, the authority templates not available in the "New" menu. This was fixed.
June 2021
In German environment, cataloger level on GND authorities was not displayed
New Metadata Editor: In German environment, cataloger level on GND authorities was not displayed at all. This was fixed.
June 2021
View Related Data / Add Inventory / Order menus were unavailable when the record is opened in View mode
New Metadata Editor: View Related Data / Add Inventory / Order menus were unavailable when the record is opened in View mode, when edited by another cataloger. This was fixed.
June 2021
Shared templates can be modified by any cataloger
New Metadata Editor: Shared templates can be modified by any cataloger, not only by "Cataloger Extended". This was fixed.
June 2021
When a record is created from a template that contains a field 990 $$9 local, the local indication is not displayed
New Metadata Editor: When a record is created from a template that contains a field 990 $$9 local, the local indication is not displayed. The issue has been fixed.
June 2021
Adding a record to the editing list for linked Authority records did not add the record to navigation list
New Metadata Editor: Adding a record to the editing list for linked Authority records did not cause the record to be added to the navigation list. The issue was fixed.
June 2021
Pushed records not showing Local Extensions fields when pushed from NZ search
New Metadata Editor: Pushed records not showing Local Extensions fields when pushed from NZ search. This was fixed.
June 2021
Profiles for Contribute Record to Central Catalog were missing when opening the record
New Metadata Editor: Profiles for Contribute Record to Central Catalog were missing when opening the record. This was fixed
June 2021
Left pane did not switch from Templates to Records or vice versa
New Metadata Editor: Occasionally the left pane did not switch from Templates to Records or from Records to Templates. This was fixed.
June 2021
The CP Cataloging_level_user_preferences did not record the last selected Cataloger Level between network and local records
New Metadata Editor: The customer parameter Cataloging_level_user_preferences was not effective to record the last selected Cataloger Level between network and local records. This was fixed.
June 2021
slowness in the new MDE the first time it was opened
New Metadata Editor: Many users experienced slowness in the new MDE the first time it was opened. There was no clear indication of when the loading was complete, so users got used to pressing buttons over and over until "it started working". To give a clear sense of the loading time, we added a loading blocker until the MDE completes loading the first time.
June 2021
Accessibility (level AA): sub tab list
New Metadata Editor: Accessibility (level AA): sub-tab list is now compliant with the ADA (American with Disabilities Act).
June 2021
Community templates that were enabled via the Templates display configuration did not appear in the "New" menu after logout
New Metadata Editor: Community templates that were enabled via the Templates display configuration did not appear in the "New" menu after logout. This has been fixed.
June 2021
Expand from Template: Long templates' names are cut off
New Metadata Editor: Expand from Template: Long templates' names are cut off. This was fixed by expanding the popup.
June 2021
Template with ":" were wrongly parsed
New Metadata Editor: Template with ":" in the text were wrongly parsed, and failed record creation from the template. The issue was fixed
June 2021
After a record is copied to Catalog, the Merge and Combine menu is still grayed out
New Metadata Editor: After a record is copied to Catalog in the right editor, the Merge and Combine menu is still grayed out. This was fixed.
June 2021
Order button doesn't work for records containing ":" character
New Metadata Editor: Order button doesn't work for a specific record (contains ":" character). The issue has been fixed.
June 2021
CZ and NZ records do not show the Suppressed icon
New Metadata Editor: CZ and NZ records do not show the Suppressed icon. This was fixed.
June 2021
Search external resources does not work when there is an authority record on display
New Metadata Editor: Search external resources does not work when there is an authority record on display. This was fixed. Search external resources menu action will be enabled for authority record on display only if SBN search profile exists.
June 2021
The F3 function is not highlighting when hovering on lines
New Metadata Editor: The F3 function is not highlighting when hovering on lines. This was fixed.
June 2021
User cannot add a local extension or inventory to NZ record with higher cataloging level
New Metadata Editor: User cannot add a local extension or inventory to NZ record with higher cataloging level. This was fixed.
June 2021
When adding portfolio to a record and returning to the new MDE, the fields shrink 
New Metadata Editor: When adding portfolio to a record and returning to the new MDE, all the fields shrink unexpectedly. This was fixed.
June 2021
Push Selected Records to MDE does not consider locking time
New Metadata Editor: Push Selected Records to MDE does not consider locking time. If locking time passed, the record should be snatched. This was fixed.
June 2021
Cannot scroll down the Matching records list in new MD Editor when the scaling of the display is 125%
New Metadata Editor: Users could not scroll down the matching records list in new Metadata Editor when the scaling of the display was 125%. This was fixed.
May 2021
Holding field 852 is "reloaded" for every change in the library field
New Metadata Editor: when entering or changing the location information in the holding tab 852 $$b, the field seemed to reload on every change. This was fixed.
 
May 2021
'Add Holdings' Button not Working if no Holdings Exist for lower Cataloger Level User
New Metadata Editor: The 'Add Holdings' button was not working for a user with a lower cataloger level than the record's in a specific scenario. This was fixed.
May 2021
Insert Directional Characters (RTL)
New Metadata Editor: Insert Directional Characters (RTL) - the text moved left, but the cursor stayed right. This was fixed.
May 2021
Add shortcut for "[Add] Alternate Graphic Representation"
New Metadata Editor: The shortcut for "Add Alternate Graphic Representation" (Alt F1) and all its sub-menus (Alt F2, Alt F3, Alt F5. Alt F6) did not work. Also, the label description of the menu (Alt F1) was missing. This was fixed.
May 2021
Privacy concern with Modified By including identifiable staff user primary identifier for other sites in CZ records
New Metadata Editor: "Modified By" info for Community Zone records displayed user username and the institution code, instead of displaying only the institution code. This was fixed.
May 2021
'Suppress from Discovery' isn't available before saving bib record
New Metadata Editor: 'Suppress from Discovery' option was not available before the first saving of a record. This was fixed.
May 2021
"Error while validating data with profile" after adding Portfolio
New Metadata Editor: "Error while validating data with profile" appeared after adding a portfolio to an Network Zone/Community Zone-linked record. This was fixed.
May 2021
Issue when working in old and new MD Editor with Cataloger Privileges Lower than the Bibliographic Record
New Metadata Editor: The new local record created from the "Copy to Catalog" action retained Cataloger Level from the network record. This was fixed. The local record now gets the minimum Cataloger Level value "00", which allows the staff catalogers to work on the record.
May 2021
Indicative display for available or not available menu options is not consistent
New Metadata Editor: Duplicate record menu option was erroneously available for Community Zone records. This was fixed. Now the menu does not include the Duplicate record option.
May 2021
View Related Data in menu is unavailable when user's cataloger level is lower than record's cataloging level
New Metadata Editor: In a read-only record, menu items "Add Representation", "View Versions", "View Notes", "Order" were unavailable as a result of higher cataloging level. This was fixed.
May 2021
Search Resources > SBN > “Header information not defined for this presenter” appears in the results pane.
New Metadata Editor: When searching external resources, Search Resources > SBN > “Header information not defined for this presenter” appeared in the results pane. This was fixed.
 
May 2021
Add Local Extension option missing from new MD Editor in single institution
New Metadata Editor: the "Add Local Extension" option was missing in single institution for Community Zone records. This was fixed.
May 2021
Record Title Center Aligned to Both Margins
New Metadata Editor: Records list > information popup upon hover on a record: the title was center-aligned to both margins. This was fixed.
 
May 2021
Add copy no. to holdings inventory list
New Metadata Editor: View Inventory > Holdings list, the "Copy Number" (852 $t) was added to the display after the call number. The "Copy Number" will help to distinguish between multiple holdings records in the same location and call number.
May 2021
Fields deleted when Saving Holding record
New Metadata Editor: Editing an holding record with 853 field and using the MARC21 Expand Holding By 863/4/5 Task in some cases caused the Save Record action to fail. This was fixed.
 
GND records are created on the correct level if using "New Record From Template"
New Metadata Editor: when creating GND record from the right-click action "New Record From Template", the record was not created on the correct level (Community Zone). This was fixed.
May 2021
"Old MDE" button disappears 20% of the times
New Metadata Editor: In some institutions, when entering the new Metadata Editor from the Alma menu, sometimes the 'Old Editor' button did not appear in an accessible place. This was fixed.
May 2021
Heb interface: Redundant HTML tags in "View Only" header
New Metadata Editor: Redundant HTML tags appeared in "View Only" header in the Hebrew interface. This was fixed.
May 2021
'Create authority' should not copy subfield $e
New Metadata Editor: F3 > Create Authority Record: For MARC21 bibliographic fields 100, 110, 600, 610, 700, 710, subfield $e was copied into the newly created authority record. This was fixed.
May 2021
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