The ODIN Office conducted an informational session for the Alma/Primo VE May Feature Release.
*Captions for the recording were auto-generated.
Agenda
General Updates
- Release Schedule
- PSB release = 4/19/2026
- Production release = 5/3/2026
- Release update = 5/10/2026
- Table-view Navigation
- Create Itemized Set and Add to Itemized Set Actions when using Select All
- Centralized AI Features Management Page
- Configuration > General > AI Features > AI Features Management
- General System Admin role needed to manage all AI Features
- Admin roles for specific areas can manage relevant AI features
Primo VE
- Primo Release Notes page
- Prioritize online services based on current year access
- Voice Search Assistant – NDE and Ask Anything
- NDE – Landing Page Configurations now in Configure View
- NDE – Topic Overview
- NDE – Search inside a journal
- NDE – Expand Results – see Q&A for link with further information
Resource Management
- Enhanced physical holdings search
- Update records with multiple MARC fields (up to 5) in bulk. (Only for IZ records)
Acquisitions
- Update on Alma AI Assistant for Funds and Ledgers
- AI for Invoice Creation
- Legal Deposit Methods
Fulfillment / Resource Sharing
- Resource Sharing Digital/Physical Receiving Workflow
- OCR for Received Documents
- Partner‑Level Configuration for ignore_lender_due_date
- Automatic Due‑Date Adjustment for Early Patron Expiry
- Linking from Borrowing Request to Locate Process Log
Discussion / Q&A
- Question regarding NDE - Expand Results slide and how to get Search in Full Text option.
- Instructions for Expanding Search Results / Full Text option