123 results found

1. Add Data Type category for the Title Report in COUNTER 5 section of analytics

   The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.

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   Accepted  ·  AdminShoshana de la Fuente (Product Manager, Esploro Repository, Ex Libris) responded

   Dear colleagues,

   
   

   We are pleased to let you know that we have accepted your request to add the fields:

   * data type

   * section type 

   to the Counter master reports data in analytics. 

   
   

   All the best,

   Shoshana

2. Please add to the Vendors folder in Analytics for reporting.

   Vendor Details
   Need the ability to export full Vendor details, either by exporting from Alma directly or through Analytics reports "Vendors">>"Funds Expenditures".

   Critical information to include:
   Vendor Name (already included)
   Vendor Code (already included)
   Vendor Contact information:
   - Address
   - Phone Numbers
   - Email Addresses
   - Web Addresses
   ***NOTES FIELD

   108 votes

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   Planned  ·  AdminShoshana de la Fuente (Product Manager, Esploro Repository, Ex Libris) responded

   We plan to add: 

   * Preferred email address 

   * Preferred phone number 

   * Preferred address - concatenation of Address line 1, 2, and 3, City, State, Country and Postal code. 

   * Preferred address note 

   * Primary product URL - in case there is more than one, only one will be included in analytics.  

   All the best, 

   Shoshana de la Fuente 

   Senior Product Owner 

   Alma Analytics

3. 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 loan or return was a self check one - that way the stats can't be impacted by the deletion of staff or Circulation Desks

   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 loan or… more

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4. Show folder and column details in filters in alma analytics where multiple columns have identical names.

   When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
   For example:
   Material Type (Physical Item Details)
   Material Type (Bibliographic Details)
   Material Type (PO Line)

   when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
   However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.

   Snip attached .

   Please show Folder>Column details in filter display.

   When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
   For example:
   Material Type (Physical Item Details)
   Material Type (Bibliographic Details)
   Material Type (PO Line)

   when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
   However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.

   Snip… more

   •  

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5. Scheduled analytics reports will not send when the reports return no results

   We often have to track incorrect data using analytics reports. If the analytics reports have no results (empty), then we do not want to see the reports emailed to us. In other words, if the analytics reports can catch incorrect data we design the reports to catch, then we would like Alma to send the reports to us. When an analytics reports return no results, it is in error, Alma should be able to identify the "no results" error, and stop sending us the empty reports. Bottom line, we do not want to receive analytics reports that are empty.

   This new feature can apply to other subject areas, e.g.acquisition.

   We often have to track incorrect data using analytics reports. If the analytics reports have no results (empty), then we do not want to see the reports emailed to us. In other words, if the analytics reports can catch incorrect data we design the reports to catch, then we would like Alma to send the reports to us. When an analytics reports return no results, it is in error, Alma should be able to identify the "no results" error, and stop sending us the empty reports. Bottom line, we do not want to receive analytics reports that are empty.

   This… more

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6. Need a Physical items folder in the Course Reserves Subject area

   Items details are missing from the Course reserves subject area in Alma Analytics. So can't get Barcode and other item details for course reserves.

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7. Add Collection related subject area/dimensions/parameters in Analytics

   Please elaborate Collection in Analytics. We suggest three ideas for that;

   Idea 1)
   Collection can be a separate dimension, with the existing/new parameters below;
   - Collection ID (existing)
   - Collection Name (existing)
   - Collection External System
   - Collection External ID
   - Collection MMS ID (of the collection's BIB itself)
   - ★★★ The PIDs of the collection's direct sub-collections (in different rows, not combined with semicolons; should be repeatable so that the created report can show the hierarchical structure of whole collections)
   - Collection level (the depth)
   - Collection Path (from the collection's top level collection to itself)
   - Collection Description
   etc.

   Idea 2)
   If the aforementioned parameters are not capable to show the hierarchy of the collections, nine dimensions for each level of collection can be created as followings;

   1. Nine Demensions for each Collection level;
      Dimension 1 : Collection level 1 (top)
      Dimension 2 : Collection level 2
      Dimension 3 : Collection level 3
      ....
      Dimension 9 : Collection level 9

   2. Then, each dimension can have the following parameters;
      Collection BIB MMS ID
      Collection PID
      Collection Name
      Collection Description
      Direct super(upper)-collection PID
      Direct sub-collection PID
      Create date
      Modification date
      Creator
      etc.

   Idea 3)
   Collection can be a new Subject Area.

   Please elaborate Collection in Analytics. We suggest three ideas for that;

   Idea 1)
   Collection can be a separate dimension, with the existing/new parameters below;
   - Collection ID (existing)
   - Collection Name (existing)
   - Collection External System
   - Collection External ID
   - Collection MMS ID (of the collection's BIB itself)
   - ★★★ The PIDs of the collection's direct sub-collections (in different rows, not combined with semicolons; should be repeatable so that the created report can show the hierarchical structure of whole collections)
   - Collection level (the depth)
   - Collection Path (from the collection's top level collection to itself)
   - Collection Description… more

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8. Add ability to map more bibliographic fields to Analytics

   There is currently the option to map 10 fields as Local Param 1-10. This was raised from 5-10 more than two years ago in January 2019. We used the last of these for required data at the start of 2021, but still did so reluctantly as there's been no sign of coming development to expand the number again. More fields are needed, so we'd appreciate this being considered.

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   Planned  ·  AdminShoshana de la Fuente (Product Manager, Esploro Repository, Ex Libris) responded

   Dear Colleagues,

   
   

   we expect to have this development ready for you by the end of 2024. 

   
   

   All the best,

   Shoshana

9. Get auto-renewals dates back into Analytics

   Since the recently released August version, Analytics does not longer show the auto-renewal date due to a mentioned performance improvement on the nightly job. Please consider rolling back this change as it actually makes it impossible to get how many auto-renewals were made on a certain day in the past, since the only date we currently have is the Last Renewal Date which is updated every time the job runs. We virtually lost our auto-renewals log integrity.

   I know we still have this Last Renewal Date, the amount of auto-renewals and the Loan Date, and we could easily calculate the auto-renewals specific dates doing some basic maths but this approach is not reliable because a loan could be manually renewed and its due date could be manually changed.

   Consider rolling this back, because we ended up with no option but to disable auto-renewals in order to keep this renewals record for future queries, and these manual renewals will be processed individually on Analytics so it makes no sense to the desired improvement.

   Since the recently released August version, Analytics does not longer show the auto-renewal date due to a mentioned performance improvement on the nightly job. Please consider rolling back this change as it actually makes it impossible to get how many auto-renewals were made on a certain day in the past, since the only date we currently have is the Last Renewal Date which is updated every time the job runs. We virtually lost our auto-renewals log integrity.

   I know we still have this Last Renewal Date, the amount of auto-renewals and the Loan Date, and we could easily calculate the… more

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10. Report on empty viewit screens and better link resolver usage reports

    I would like to be able to report on empty viewit screens.

    Currently the link resolver usage area is not so useful, missing the openurl itself, and limiting the data that is being reported to very few request metadata elements.

    Im missing, in addition to the openurl, the date/vol/issue details as well as request article title and book titles.

    My goal is to be able to use these reports in order to analyze problem points - currently I'm missing crucial data that will help me analyze problems.

    63 votes

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11. Display prompts in analytics widgets

    We have created a widget to display IDs of citations, and would like to be able to display the associated prompts to allow users to select their own criteria.

    The current behaviour is by design:

    https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Analytics_widgets_with_a_prompt

    but it would be very helpful if this could be changed.

    57 votes

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12. Identify stats for individual self check machines in Analytics

    It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

    We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks in Analytics

    It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

    We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks… more

    54 votes

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13. Notes Tabs not in Analytics

    We would like to be able to retrieve all the details in the Notes Tabs for Borrowing and Lending requests via Analytics. Currently, only the Request Note is retrievable.

    •  

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14. Add 880 field to the Bibliographic Details dimension table in Analytics

    In MARC bibliographic records, the 880 field is used for non-Roman script equivalents of other fields in the bib record. CJK (Chinese, Japanese & Korean) libraries, for example, may use the 880 to record the non-Roman script equivalent of the Romanized characters in a 245. We would like the 880 field to be searchable in Analytics so we can create new book lists in the CJK scripts. New book lists are very popular with our users and we would like to be able to present these lists in the CJK scripts.

    52 votes

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15. Report on Holdings 866 subfields x and z in Analytics

    We use the 866 $x to store campus affiliation notes, which are used to direct materials to the Archives at point of removal. Currently you must go through a multi-step process, including exporting bib records with holdings info and using MarcEdit to extract the 866 $x notes. Then you must merge the data in Excel or Access in order to associate the note with the weeding report generated from Analytics.

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16. Analytics - Last Return Date

    It would be extremely useful to be able to report on the Last Return Date; this should be added to the Physical Items subject area alongside the Last Loan Date parameter

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17. Map item level fields, Pattern Type and Linking Number in Analytics.

    Area of concern: Analytics Fields for Reporting on Serials 863/866 Generation.

    Please reference Ex Libris presentation ‘Automation Tasks for Summary Holdings’:

    https://knowledge.exlibrisgroup.com/@api/deki/files/63890/Serials_-_Automation_tasks_for_summary_holdings.pptx?revision=2

    In order for 863/866 Summary Holdings generation to work properly, each item record must contain certain information in the ‘Pattern Type’ and ‘Linking Number’ fields. Currently, these fields are not mapped in analytics, so there is no way to report on which records lack this info. Without this reporting capability, we are stuck individually checking many thousands of records to be sure they have the required information.

    What should be changed: As Serials Processors, we would like to have item level fields, ‘Pattern Type’ and ‘Linking Number’ mapped in Analytics so that they are easily reportable. This would benefit our workflow by allowing us to easily locate item records that do not have this information filled in. If we can find and correct those items efficiently, then we can optimize our records for Automated Summary Holdings generation.
     

    Area of concern: Analytics Fields for Reporting on Serials 863/866 Generation.

    Please reference Ex Libris presentation ‘Automation Tasks for Summary Holdings’:

    https://knowledge.exlibrisgroup.com/@api/deki/files/63890/Serials_-_Automation_tasks_for_summary_holdings.pptx?revision=2

    In order for 863/866 Summary Holdings generation to work properly, each item record must contain certain information in the ‘Pattern Type’ and ‘Linking Number’ fields. Currently, these fields are not mapped in analytics, so there is no way to report on which records lack this info. Without this reporting capability, we are stuck individually checking many thousands of records to be sure they have the required information.

    What should be changed: As Serials Processors, we would like to… more

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18. Add publication date and subject fields to 'Portfolio Details for Consortia Members' analytics table

    The bibliographic publication date and subject fields would be very useful additions to the 'Portfolio Details for Consortia Members' analytics table. Please include these fields.

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19. bibliographic MARC analytics

    I've seen this suggested before, but I would like to suggest it again because the idea appears to be closed every time but it is still not available in analytics. I've seen it mentioned by other people every time I attend an analytics webinar, so I know I'm no the only person who would like to see this feature.

    It would be incredible to have the ability to query by MARC tags, subfields, and indicators. Setting up local params is not enough because it is limited to only 10 fields. There are 10+ MARC fields alone that cover authority data, so if you want to cover authorized fields, 10 is not enough. My whole work is data clean up in the MARC record and it is very limiting to not be able to access that data with the MARC.

    Here's an example: I am looking to do cleanup specifically of the LC subjects. Analytics groups all subjects in one field, so I cannot limited by LC. Without access to the MARC I am unable to tell: what vocabularies these subjects belong to; whether they are linked to authority records; what tag they were originally from; what subfield data is included.

    I've seen this suggested before, but I would like to suggest it again because the idea appears to be closed every time but it is still not available in analytics. I've seen it mentioned by other people every time I attend an analytics webinar, so I know I'm no the only person who would like to see this feature.

    It would be incredible to have the ability to query by MARC tags, subfields, and indicators. Setting up local params is not enough because it is limited to only 10 fields. There are 10+ MARC fields alone that cover authority data,… more

    45 votes

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20. Add the source field to Analytics

    It would be useful to be able to report on the Source field from Resource Sharing requests in the Borrowing Request subject area of Analytics. Then we could analyse the channels that users' Resource Sharing requests are coming in from.

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