Alma

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  1. Need a way to retrieve HOLDINGS where there are no ITEMS associated with the holding

    Currently, there is no good way in either Advanced Repository search or Analytics to retrieve Holdings records that do not have items attached. The "has no inventory" indexing only returns bibs with no holdings, not holdings with no items. In order to have the holdings fields exposed to the Repository Search, you must select either Physical Title or Physical Item, which then only looks at records where there is an associated item record.

    The same seems to be true in analytics. I can create an analysis using the Titles table and filter to "Number of Physical Items (All) = 0",…

    159 votes
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      2 comments  ·  Analytics  ·  Admin →
    • In Analytics add fund information to e-inventory subject area. This needs to be available at both the collection and portfolio levels.

      The e-inventory subject area needs fund information added to it at both the collection and portfolio levels so users can write reports that show them how much they have paid for their e-inventory based on a given fiscal year and/or at the p o line level.

      114 votes
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        2 comments  ·  Analytics  ·  Admin →
      • Make 245 $p, $n, $s, $k, $f, $g part of "Title" criteria in Analytics &/or make them available as separate criteria

        Currently, the Analytics criteria “Bibliographic Details – Title” returns the 245 $a and $b in combination. This leaves out a good portion of the information needed to distinguish titles in series or parts from one another. Works of classical music are another area which require information from the other subfields for clarity. In the case of many archival materials, the current results leave the title field completely blank or skip many records, as there is no data recorded in either 245 $a or 245 $b. (Please see the attached file for examples.)
        In order to use these reports in any…

        77 votes
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          3 comments  ·  Analytics  ·  Admin →
        • create out-of-box institutional standards reports (i.e., ACRL, IPEDS,ARL)

          Since many institutions have to complete these standardized reports annually, it would be helpful if a template existed for each one so we wouldn't have to re-create them each year. As the reports are revised by the sponsoring organization/agency then Ex Libris can update the out-of-the-box report as part of the monthly features.

          76 votes
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            0 comments  ·  Analytics  ·  Admin →
          • enable more than 5 Local fields in Analytics

            You can have up to 100 local field 9xx but can only publish to analytic 5 at the time, please add the option to publish all fields to analytic and if there is a problem to publish them all, enable to publish at list 25 local fields.
            Also give the option to decide which fields you want to publish to the customer and not through Exlibris SF case.

            75 votes
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              6 comments  ·  Analytics  ·  Admin →
            • Analytics reports by journal title for resource sharing borrowing requests

              Our subject librarians have requested that they would like to be able to run reports in Alma Analytics by journal title for resource sharing borrowing requests. When title is selected in Analytics, it only provides the article title but we would like the journal title. Is this possible already or is it something that is planned for inclusion in future?

              44 votes
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                4 comments  ·  Analytics  ·  Admin →
              • Add the "internal description" and "notes" fields of the portfolios and e-collections to the eInventory dimension in Analytics

                In our e-ressources workflow, we currently use the "internal description" field of the portfolios and e-collections to maintain some useful information on the resource status, e.g.: "local", "to check"... (because there is no specific field for these needs). It would be very useful to add this field in the "portfolios" and "collection" domains in Analytics, so that we can, for example, create an analysis to receive weekly reminders on these status. Currently, we have to use sets, which is less dynamic and personalized.
                It would also be very useful to add the "notes" fields in the Analytics dimensions for portfolios…

                40 votes
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                  2 comments  ·  Analytics  ·  Admin →
                • Add URL to einventory analytics for both electronic collections and portfolios

                  Generating a list of URLs that relate to either portfolios or electronic collections would be hugely useful. The Export URLs job that currently exists in Alma doesn't attribute URLs to resources, and also isn't complete (can't handle parser details).

                  38 votes
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                    1 comment  ·  Analytics  ·  Admin →
                  • Ability to report all MARC tags and subfields in bibliographic, holdings and authority records

                    I can no longer vote for the originally posted idea with this title, as it has been marked as "Already supported"

                    I would, however, argue that creating sets in Alma and MARC export capability is NOT the same as reporting capability. Please reconsider this suggestion.

                    We need this functionality in ANALYTICS in order incorporate the data (i.e. to append notes from the holding record to a shelf list report, or to limit results by something in the fixed fields) efficiently into our reports.

                    34 votes
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                      0 comments  ·  Analytics  ·  Admin →
                    • Add item copy number to physical item details area of analytics

                      The item copy number doesn't seem to be exported anywhere in Alma analytics, and would be useful for shelf reading reports or stock checking/inventory control where you may not necessarily be able to scan a barcode in .
                      The suggestion would be to include it under Physical Items\Physical Item Details\Copy Number.

                      Note: this is different from the holdings copy ID which seems to be sourced from the holdings 852 tag.

                      32 votes
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                        1 comment  ·  Analytics  ·  Admin →
                      • Create Analytics field for self check loans and returns

                        Currently to identify self check stats for loans and returns in Analytics you either need to do one of the following:

                        1. Create separate Circulation Desks for self checks
                        2. If the operator Primary Identifier field is "None" assume the loan or return was a self check one

                        Neither of these workarounds work if you choose to delete Library staff records from Alma and not retain full statistics in Analytics or if the Circulation Desks are deleted (which can happen if a Library is closed)

                        It would be preferable to have a separate field in Analytics that indicates whether a…

                        30 votes
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                          0 comments  ·  Analytics  ·  Admin →
                        • Suggestion for Increase of Shared Dimensions Between Subject Areas in Analytics

                          We have donors who require reports on how we are spending their endowment funding. These reports include Fund Transaction data, Bibliographic Details, and Holding Details. The idea is that the donor should be able to locate any item within our library that we have purchased on their funds. Unfortunately, Holding Details lies within the Physical Items subject area, and currently is not a shared dimension in the Funds Expenditure subject area. Holding Details (such as in the case of Call Numbers) are closely linked in usefulness with Bibliographic Details.

                          My suggestion, therefore, is that ExLibris please add Holdings Details as…

                          26 votes
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                            0 comments  ·  Analytics  ·  Admin →
                          • Retain Statistical Identifiers

                            Right now when you have all the Anonymization jobs set to run, only four elements remain in a checkout history of an item related to the patron details: User Group, Job Category, Record Type, and Account Type.

                            This makes the use of the Statistical identifiers not very effective to measuring checkout usage with them. We have them currently set to be the user's major/department. We would like to know usage by major/department, but cannot get this information with Anonymization jobs turned on.

                            Any chance the Statistical Identifiers could also remain in the loan history in Analytics.

                            17 votes
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                              4 comments  ·  Analytics  ·  Admin →
                            • Add User Note Creation Date and Creator as query-able fields in Anayltics

                              Please make it so that we can create analysis in analytics that display the creation date and creators of user notes. Both fields would be very useful filters for us.

                              16 votes
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                                1 comment  ·  Analytics  ·  Admin →
                              • Add HTML to Analytics dashboards

                                It would be cool if we could include active HTML in our dashboards.

                                For example, ibrarians who are reviewing new electronic acquistions could pull up a list of new acquisition and, in a one click, link directly through to the resources. (Currently, they would need to pull down the report, find the URL in the data, then copy and paste that back into the browser)

                                Additionally, outside images (via <img> tag) could be incorporated into reports for branded presentations.

                                By default in OBIEE, only Administrators have the right to use HTML in the data format of any column.

                                This can…

                                14 votes
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                                  1 comment  ·  Analytics  ·  Admin →
                                • Subscription interval field in Analytics

                                  Adding the Subscription interval field in PO Line to the Funds Expenditure subject area in Analytics. This would allow reporting based on the frequency of a serial.

                                  13 votes
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                                    0 comments  ·  Analytics  ·  Admin →
                                  • Add timestamp to all date related dimensions in analytics

                                    Some areas in analytics only have date stamps instead of date+time stamps, so reporting on for example, Events from analytics will only ever bring back the date the event occurred and not the date+time required for auditing.

                                    We'd like all dimension datestamps to have a version of the timestamp which includes the date+time so that they are useful in working out when a transaction occurred and not just the date it happened. This is good for consistency across analytics data as well.

                                    12 votes
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                                      1 comment  ·  Analytics  ·  Admin →
                                    • Flag for course reserve loan transactions

                                      As a possible improvement for the Fulfillment subject area, please consider adding an indicator, much like the In House Loan indicator, to loans made while an item is on course reserve. This would allow us to easily include or exclude loans made for items on reserve in our circulation reports. Currently we exclude by location, but we suspect that this is not a reliable method, in part because the inactive temporary location is still attached to many items.

                                      A course reserve flag on a loan would also allow us to easily pull circulation counts when reporting on course reserve.

                                      12 votes
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                                        0 comments  ·  Analytics  ·  Admin →
                                      • Add proxy setting to einventory analytics dimension

                                        Have a desire to know which e collections have proxy enabled or not. Need the setting added to analytics to find out.

                                        11 votes
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                                          0 comments  ·  Analytics  ·  Admin →
                                        • way to report in Analytics for the POL Note

                                          Need the ability to report in Analytics for the POL Note. We would like to be able to pull a report for POLs which have a note.
                                          The only POL note that I can find in Analytics is the Note to Vendor but the notes we are adding are not in this field.

                                          10 votes
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                                            1 comment  ·  Analytics  ·  Admin →
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