Alma

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  1. Index authorities used in bibs in Analytics

    Index authorities in a given bib, or better yet, unauthorized headings in bibs in Analytics so I can obtain a list of unauthorized headings and partially authorized headings for correction in Alma.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  2. Changing Report Schedule - maintain notifications

    Analytics Configuration and Subscription - when you change the schedule of a report, it wipes out the email notifications that were set up in the original report. This should not happen - these should be maintained. We did not realize this until we did not receive a report we were expecting and we tracked it down to this issue.

    1 vote
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    1 comment  ·  Analytics  ·  Admin →
  3. Add Electronic Service information to Analytics E-Inventory subject area

    Information at the Electronic Service level in Alma is not searchable in advanced search or Analytics - it can only be accessed by individually viewing a single electronic service. Making service-level information accessible through Analytics would enable searching across all collections for troubleshooting or updating information.

    I am particularly interested in the Electronic Service Public Note field. Portfolio Public Note and Electronic Collection Public Note are already available through Analytics. Making Electronic Service Public Note available would allow me to view all the Public Notes that appear to our users and update them as necessary.

    26 votes
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    0 comments  ·  Analytics  ·  Admin →
  4. Add License Terms and Term Values to the Electronic Collection License folder in the E-Inventory Subject Area.

    A license may be assigned to multiple Electronic Collections. I would like to be able to pull a report that lists the license terms for ILL/Course Packs/etc. for each database with an assigned license. This would make it much easier for our fulfillment staff to determine whether there are any rights issues involved with fulfilling requests.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  5. Create a task that orders the 6xx (subject) fields

    Alma currently does not have a way to mass resequence the 6xx subject fields, at least into consecutive order. This is an issue in analytics if subject is the field you organize your results by, as the initial subject field (600) may no longer be the first subject displayed and therefore searched on.

    6 votes
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    0 comments  ·  Analytics  ·  Admin →
  6. Renewal Operator in Analytics

    It would be useful to include Renewal Operator details in the Fulfillment Analysis area on Alma Analytics. This would allow us to identify and report on the number of renewals that took place at the circulation desk, via self service or via Primo.

    5 votes
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    0 comments  ·  Analytics  ·  Admin →
  7. Move Date Correction Job for next Day Analytics Reports

    The "Loans - Due Date Correction after Calendar Change Job" starts at exactly 9:00 pm. At the same time, the analytics snapshot is performed. As a result, anaytics based on that job are available two days later.
    If ExL can move this job just a few minutes earlier, the Data will be available next Day.

    3 votes
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    0 comments  ·  Analytics  ·  Admin →
  8. Add "Electronic collection" subject area in analytics

    I want to count the subscribed database collections for yearly statistics. However , it is found that only the collections with portfolios can be drawn in "E-Inventory" subject area. There is no way to draw the electronic collection statistics without portfolios so that I suggest to add a dedicated subject area.

    26 votes
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    3 comments  ·  Analytics  ·  Admin →
  9. Reporting PO Line Notes

    Currently, there no option to report PO Line Notes in Alma Analytics. Given the possibility to add many and various Notes to each PO Line, this seems a valuable opportunity missed.

    Could other Alm users make use of this reporting option too?

    Regards

    Wayne

    2 votes
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    0 comments  ·  Analytics  ·  Admin →
  10. Real Time Analytics

    Real-time Analytics data would be a fantastic feature. I foresee the lag in data refresh to be an issue validating our FPC data. Overall, it would just be beneficial to have up-to-the-minute data.

    5 votes
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    0 comments  ·  Analytics  ·  Admin →
  11. Improved reporting on SMS notifications

    Currently it's not possible to report specifically on the number of SMS messages generated by Alma. A lot of the options available in Analytics either include both SMS and email notifications or focus on SMS messages that failed to send. It would be beneficial to be able to report on notifications by type (email or SMS), for both auditing purposes and to get a better idea of how well used our SMS notification service is.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  12. Analytics - Excel Export - Column Widths

    Analytics has a few places to adjust column width, but none of them export to Excel. As a result, every Excel export includes a few columns that are extremely wide (as wide as my monitor) and extremely narrow (virtually hidden). The widths have nothing to do with column/cell content, so text wrapping doesn't fix the issue.

    I've confirmed with Salesforce that there isn't a way to set widths for Excel export. Other font/colour/style settings export properly to Excel; it's amazing to me that column widths don't. I'd like to avoid formatting every Excel export before it's usable.

    7 votes
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    0 comments  ·  Analytics  ·  Admin →
  13. 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…

    2 votes
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    0 comments  ·  Analytics  ·  Admin →
  14. Add normalized call number to the subject areas for fulfillment analytics

    Right now the normalized call number option is available only when creating an analytics report under physical items. The ability for sorting by normalized call number would also be beneficial when creating analytics reports under the fulfillment section.

    25 votes
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    1 comment  ·  Analytics  ·  Admin →
  15. Set analytics refresh date to a specific time

    We need some of our analytics reports rather early in the morning. The analytics refresh time is sometimes so late that our coworkers have problems to finish their work before we open our library, at which point their work needs to be done. We would appreciate a fixed time for the daily analytics refresh.

    25 votes
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    0 comments  ·  Analytics  ·  Admin →
  16. Modify the payment method label in Fines and Fees report

    Thanks for ExLibris helping our library to modify the payment method label: changing "Check" to "FEO". However, the payment method label in Fines and Fee report is not being modified accordingly. Is it possible to modify the labels in the reports as well? Or, could we add more payment methods in Fulfillment configuration?

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  17. show POL cancellation reason in analytics

    We need to the cancellation reasons to be shown in analytics.
    We have cancelled may print book orders because we have them online in a subscription - this is listed in the cancellation note. Cancellation reason is not enough as it only has vendor cancelled or library cancelled options.
    When the subscription will end we will want to find these cancelled ordered titles and decide their fate.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  18. Add logical grouping ability to Managed Sets

    Currently, logical grouping is not supported in Managed Sets. To some degree this is supported in Analytics, although the process is cumbersome, but in Managed Sets there is no option to group logical statements, in effect within parentheses. This means that mixing AND and OR Boolean operators is not possible. The only way this can be accomplished currently is through combining sets, but this creates itemized rather than logical sets.

    We would like functionality within Managed Sets that allows us to group sets of conditional statements, for clarity and also to allow mixing Boolean operators.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  19. Subject headings's in Analytics

    Analytics combines all the subject heading into one result for an individual bib record. This can be hard to read if a bib record has more them 4 subject headings. It would be more useful if each individual subject heading had its own result for an individual bib record.

    10 votes
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    0 comments  ·  Analytics  ·  Admin →
  20. Analytics: physical items historical events subject area should include normalized call number

    The physical items historical events subject area in Analytics should index the normalized call number data so that we can sort any data retrieved by shelving call number.

    4 votes
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    2 comments  ·  Analytics  ·  Admin →
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