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2026 Roadmap Webinar Series

Date (2026) Session Name and Description Accompanying Resources Asia Pacific Registration The Americas and Europe Registration Recording
Jan. 15

The new "Relative Date Index" in Alma

A new index allowing for the staff user to search entities via an "X days ago" relative date index has already been added (Nov. 2025) to the various 'Titles' searches. This relative date index will also be added during 2026 to additional entities including Purchase Order Lines.

During this session we will demonstrate various use cases of the relative date index, including creation of a "New Resources List" in Primo using a logical titles collection.

We will also look at a specific use case which has been desired by the Alma community for several years: the ability to use this index to create a "New Resources List" in Primo (this is sometimes called a "New Books List"). We will see that this can be done by making a "logical titles collection" based on a set which uses the new relative date index. We will look at this process step by step by creating such a "new resources list" live during the webinar.

This development originated from the Ex Libris Ideas Exchange: Create Alma search queries and sets with relative dates.

Presenters: Yoel Kortick, Tamar Fuches

The Relative Date Index.pptx

How to create a "New Resources in the Library" list in Primo

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Other world times

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Other world times

YouTube Recording
Feb. 10

Customized Repository Search Bibliographic Indexes

With this development each institution can customize bibliographic indexes to include those field(s) which are desired by the institution. 

Before this development, the only way to retrieve bibliographic records with non-indexed specific values in specific fields and subfields was to run an indication rule on a set.  Now a specific index can be created with the desired field(s) and then that index can be used to search for the desired records.

This will answer the request of many Ideas Exchange requests including:

This session will be delivered by Yoel Kortick and Erez Shabo.

Customized Repository Search Bibliographic Indexes.pptx Register Register YouTube Recording
Feb. 18

AI based tools in Primo VE NDE

  • The Primo Research Assistant helps users find an easy starting point for their research by leveraging the power of generative AI. The Primo Research Assistant provides both information about a topic as well as relevant related resources
  • The Natural Language Search ("Ask Anything") enables users to formulate queries in normal spoken language, and automatically converts them into the structured format compatible with Primo’s Advanced Search.
  • Both entities use a Natural language Search Query

During this session we will show various aspects of both of these tools, via a live demo and interactive discussion.  We will both a) show current features already available to the Primo community and b)  discuss roadmap plans for both features.

Presenters: Yoel Kortick, Sima Bloch

Primo Research Assistant.pptx

Ask Anything Natural Language Search.pptx

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Mar. 5

The Linked Open Data Editor for BIBFRAME

Introduction and live demonstration of creating and editing BIBFRAME records within Alma.

Using the new Linked Open Data Editor for BIBFRAME Librarians will be able to create and edit BIBFRAME records (work and instance) in a new editor.

Highlights in the new Linked Open Data Editor for BIBFRAME include:

  • A fully integrated linked open data editor as part of Alma and Alma workflows.
  • Creation of templates based on the ontology.
  • Metadata creation in a form-based interface.
This will have a significant impact on library workflows, as librarians will be able to create BIBFRAME works and Instances as part of the metadata creation workflow inside Alma. 

During this session we will have a live demo of creating and editing BIBFRAME records and templates. 

Presenters: Yoel Kortick, Adina Marciano

BIBFRAME and Linked Open Data Brief Overview (Adina Marciano).pptx

01 An Introduction to BIBFRAME and Linked Open Data.pptx

02 Three sample BIBFRAME records.pptx

03 Retrieving viewing and navigating BIBFRAME records in Alma.pptx

04 The Linked Open Data Editor for BIBFRAME in Alma.pptx

05 Adding inventory to a BIBFRAME Instance in Alma.pptx

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Mar. 11

Recent developments regarding Physical Holdings retention in Alma

Alma now supports retention at the holdings level in addition to bibliographic records and physical items.

Alma now supports the retention of the holdings record, in addition to the existing retention of physical items and bibliographic records.

The major highlights of this feature are:

  • The possibility to prevent the deletion of a holdings record containing a retention note, so the information in the holdings record is not lost.
  • Operators attempting to delete a holdings record that is committed to retain will be notified of its status.

The ability to prevent deletion of holding records eases the management of holdings records for institutions that maintain their retention information in the holdings record.

Note that this functionality is in addition to and complements the existing Bibliographic record and physical inventory retention in Alma.

Presenters: Yoel Kortick, Tamar Fuches, Liza Voloshin

Physical holdings retention in Alma.pptx

Bibliographic record and physical items retention.pptx

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June 4

The Linked Open Data Editor for BIBFRAME - recent developments

In a previous webinar on March 5, we showed the Linked Open Data Editor with all its capabilities as of the March 2026 release.
Since then, because of an aggressive and comprehensive Roadmap, there have been many new developments.
These new developments have been driven by the customer community as well as industry standards.
The Linked Open Data Editor for BIBFRAME is now fully operational and being used in more live institutions.
During this session we will do a live demonstration of the Linked Open Data Editor and include many of the latest features.

Presenters: Yoel Kortick, Yifat Lulav and Adina Marciano

BIBFRAME and Linked Open Data Brief Overview (Adina Marciano).pptx

01 An Introduction to BIBFRAME and Linked Open Data.pptx

02 Three sample BIBFRAME records.pptx

03 Retrieving viewing and navigating BIBFRAME records in Alma.pptx

04 The Linked Open Data Editor for BIBFRAME in Alma.pptx

05 Adding inventory to a BIBFRAME Instance in Alma.pptx

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(APAC)
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(Americas & EU)
June 9

New developments in physical fulfillment in Alma

Over the past several months, due to an aggressive and comprehensive roadmap, as well as the completion of many Ideas Exchange and CERV requests, there have been many new developments in Alma regarding physical fulfillment. These developments significantly improve the workflows and efficiency of the Alma staff users.

During this session we will do a live demonstration of many of these new features and developments, including (time permitting) seven new developments originating from the Ideas Exchange and five new CERV enhancements.

Presenters: Yoel Kortick, Baruch Picard

Coming soon Register
(APAC)
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(Americas & EU)
H2

Copy Cataloging Using AI Title Matching to Enrich Bibliographic Records

New Alma job to enrich bibliographic records via AI-based matching against external resources.

Presenters: Yoel Kortick, Lili Daie

Coming soon Coming soon Coming soon
H2

Physical Items User Experience

Redesign of physical item search, editor, and workflows.

Presenters: Yoel Kortick, Lili Daie

Coming soon Coming soon Coming soon
H2

Redesign of the "Community Zone Updates Task List"

Improved usability and performance for Community Zone Updates.

Presenters: Yoel Kortick, Tamar Fuches

Coming soon Coming soon Coming soon

Article last edited: DD-MMM-YYYY