Alma

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  1. export sets into Analytics

    I appreciate the ability to export Analytics results directly into an Alma set, but I would like to be able to export a set of records directly into Analytics without having to recreate my Alma search (if I can) in Analytics. This would also be very helpful for working on sets of records that other people at my institution have created!

    12 votes
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    2 comments  ·  Analytics  ·  Admin →
  2. 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…

    8 votes
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    0 comments  ·  Analytics  ·  Admin →
  3. Analytics Usage SA- include size of results output

    We are using the Analytics Usage subject area to track performance for Alma Analytics. What would be useful, in addition to the fields provided, is some measure of the output size- either rows or data.

    We expect large queries to take longer than brief ones, but without the output size, we can't judge if slow performance is due to a complex query, or poor performance from the Analytics server.

    2 votes
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    0 comments  ·  Analytics  ·  Admin →
  4. Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)

    Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain…

    115 votes
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    17 comments  ·  Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

  5. Report on items that have moved from one Permanent Physical Location to another

    We would find it useful to be able to pull fulfillment usage statistics for physical items that were originally in one location, but were moved to another location.

    Use Case #1:
    A report on all items moved from reference to the general collection might tell us if those reference books have circulated at all since being made available for extended checkout or if they are perhaps outdated and should be considered for weeding.

    Use Case #2:
    A report on items that were once in our popular reading location that have since been moved to the general collection may better inform…

    2 votes
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    1 comment  ·  Analytics  ·  Admin →
  6. Date of location change in Analytics

    Analytics should allow users to run reports on the date of an Item's location change -- e.g. how many items were moved from Library A to Library B during a certain time period. This information is visible in the Item history tab; it should be made available for management reports especially now as libraries are engaged in consolidation, off-site storage, and shared print projects.

    47 votes
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    0 comments  ·  Analytics  ·  Admin →
  7. Add renewal count to the fulfillment subject area of Analytics

    Please add renewal count (the number of renewals allowed for a certain item policy and material type) to the Fulfillment subject area of Analytics.

    Doing so will allow staff to create a Circulation Matrix from analytics that fully details circulation privileges for certain patron groups, material types, item policies, etc. Circulation staff frequently get phone calls from patrons requesting such information.

    The attached Circulation Matrix is a handy way to answer circulation policy questions from patrons, except when they ask how many renewals they are allowed.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. Add Full Call Number to E-Inventory Subject Area in Analytics for Portfolios

    For e-inventory portfolios, a number of vendors provide an LC call number in the 050 of item’s bibliographic record.
    However, currently, the most complete LC call number field available for the E-Inventory subject area in Analytics is the LC Classification Top Line field. This, however, only stores the combined LC code and classification numbers up-to the first period ; and does not include cutter numbers after the top line. There are no other field in this subject area that was mapped to this latter part of the call number such that it might be possible to combine the two fields…

    10 votes
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    1 comment  ·  Analytics  ·  Admin →
  12. 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?

    4 votes
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    0 comments  ·  Analytics  ·  Admin →
  13. 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.

    31 votes
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    1 comment  ·  Analytics  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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.

    11 votes
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    0 comments  ·  Analytics  ·  Admin →
  18. 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 →
  19. 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 →
  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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