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123 results found

  1. Add Financial System Code to the Vendor Dimension of Alma Analytics in the Funds Expenditure SA

    The Financial System Code field is often the matchpoint between Alma and external payments systems. Being able to search or query on this would help avoid creating duplicate vendors, especially as vendor names can change so much over time, that a vendor name search will not return results. Having this reportable in Alma Analytics would be more beneficial than in the Alma Advanced Search, as it could also help to de-duplicate existing instances of having more than one vendor record for the same vendor.

    25 votes
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  2. Harvest and add Unique item requests to analytics IR_M1 usage reports

    The IR_M1 usage reports come with the metrics: Unique item requests and Total item requests. Currently, Alma only harvests Total item requests, and leave out Unique item requests. So, in Alma analytics, we cannot retrieve the unique item requests statistics, which is more important than Total item requests.

    0 votes
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  3. Analytics for count of resource sharing requests made via Course Reserves citations

    We'd like to be able to see analytics data for resource sharing requests placed via Course Reserves citations. We are told by Support that this is not currently supported, and it was suggested that we create an idea here.

    2 votes
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  4. Analytics User - has course Yes/No option

    Add the option for 'Has course' Yes/No option for user reports in analytics.

    1 vote
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  5. Use the same terminology in the search box as the field label - Analytics objects list

    In the new Analytics objects list, one of the search field options is "location". It is searching the field labeled "Subject Areas".

    Please use consistent terminology.

    0 votes
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  6. Add primary/user id of a Interested User as a Fund Expenditure Facet

    Several Institutions have use cases that require the need to find the Primary ID of an interested User. This would allow an easier means of utilizing feeder reports in conjunction with the Fulfilment Subject Area. Currently, there is no easy way to obtain this information. Credit goes to Jihyun Song of Soul National Unversity for presenting this issue.

    10 votes
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  7. SUMIF function for Alma Analytics

    There is currently no way to do a SUMIF function within Alma Analytics. In Excel, a formula like =SUMIF(A:A, A2, B:B) will perform the following operation: it will look for duplicates in the first column and if present, sum the numbers in the second column and output them in the third column. This is particularly helpful when trying to determine something like the total number of serial volumes per library (or some similar metric) without using the subtotal function. The subtotal function creates an additional row at the end of each unique set of instances instead of putting this data…

    5 votes
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  8. Add permanent location code or name to fulfillment analytics

    Under Alma Analytics we want to request that Ex Libris add the field of permanent location code or name to the fulfillment area of analytics. We need to be able to grab the count of items in a library and how many of those items (held) in that library have circulated by any mean (resource sharing, digitization, loan, etc.). The current table allows us to pull what circulation desk they circulated from. That is not entirely accurate as we allow items to be delivered and circulated from any circulation desk on campus. This type of data is needed to assess…

    3 votes
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  9. Out-of-the-box reports - misleading column headers

    A number of reports have column headers which do not reflect the results of the actual criteria used in the report e.g. Count of Items Loaned have a column header of Loans (In House + Not In House) where a filter of ‘In House Loan Indicator is equal to / is in N’ has been applied. Appreciate that you can go in and change the Column Heading description but not all users will think to check the criteria of a report and assume the results are for that indicated in the column header - see attached document for example and…

    1 vote
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  10. Add invoice vendor to Analytics

    Add the invoice "Vendor" field to analytics; currently only the invoice "Vendor Account" code and description seem to be available via Funds Expenditure-Invoice Line.

    3 votes
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  11. Add "VAT Percentage" to Analytics

    Currently there is no way to get the VAT percentage of an invoice or invoice line in Analytics. There is only "VAT Code %", but this is useless for institutions that don't use VAT Codes.

    (see also cases 06640702 and 06605754)

    1 vote
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  12. Adding the borrower code stats to the patron detailstable in the fullfiment subject area

    The fullfiment subject area contains several tables related to the readers who borrowed the document including the "patron details" and "borrower details" tables. According to the documentation the data stored in the patron detail table are the characteristics of the reader at the time of the transaction. The "borrower details" table stores the characteristics of the reader at the time of the request.
    It would be useful if the patron statistical codes were stored in the "patron details" table so that they can be historized.
    Indeed, like many other libraries, we use these statistics to identify the academic department of…

    7 votes
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  13. Add "credit" to Fees and Fines subject area

    Users want to create reports that show credits issued by which operators, the date and amount of the credit, who the credit was issued to and what the credit was issued for.

    1 vote
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  14. Add general note(s) field from the Electronic Collection Editor to Analytics

    Currently, only the public and authentication notes seem to be available. It would be useful to have a way to find and report on those collections that have general notes added.

    15 votes
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  15. Add a new Bibliographic ID field for OCLC Control Number 035z to display each OCN one row per MMS ID

    Currently, a user may retrieve a delimited list of cancelled OCLC control numbers from the OCLC Control Number (035z) attribute under Bibliographic Details. However, this field has limited usefulness for a couple reasons. First, the field has a limit of 256 characters, which means when a bibliographic record shows more than 15 or 16 OCLC numbers have been merged, some numbers are excluded. Second, and more importantly, each individual control number cannot be matched to other cancelled or active control numbers in other records without being split to a separate field first. This is not a straightforward task in analytics…

    7 votes
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  16. Alma Analytics: add area for links to CZ authorities within Alma Analytics Subject Areas

    Add area for links to CZ authorities within Alma Analytics Subject Areas. In Alma author headings are linked to authorities (GND) via the authority ID (035$a) stored in the $0 subfield of fields 1xx and 7xx. In this case binocular appear next to fields 1xx and 7xx in the MDE. We have noticed that in some cases the number in subfield $0 is false and the binoculars do not display. We would like to report on author headings that have a $0 subfield in the 1xx/7xx but are not linked to an authority.

    18 votes
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  17. Expand Number of User Identifiers in Analytics

    In Alma Analytics, when running User analyses, only two user Identifier options are made available under the Users | User Details subject area. Each of these two Identifier options can be associated with a single user identifier type by Ex Libris, requiring that a case be opened with Ex Libris to change that association as needed. Given that there is no limit to the number of user record identifier types in Alma for an institution, having only two user identifiers readily available in Analytics is very limiting and inefficient. Ideally, Analytics should offer up to ten user identifier options as…

    3 votes
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  18. Add "Electronic Collection Content Type" to Alma Analytics

    In Alma, you're able to filter and view electronic collections by "Electronic Collection Content Type" (i.e. Book Package, Journal Package, etc.) -- However, this isn't a column or field available in Analytics.
    It would be great if it could be included so we could create reports on electronic collections based on how the content is defined for that collection.

    1 vote
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  19. Alma Analytics: Usage Data Subject Area

    In Alma Design Analytics, add "Fund Ledger" to the folders in the "Usage Data" Subject Area. Collections staff want to be able to look up titles they have ordered out of their "Fund Ledger Codes" and see how much they have been used, especially TotalItemRequests. The decimal-point breakdowns of usage in the "Cost Usage" folder in the "E-Inventory" Subject Area are too confusing/convoluted, and only use UniqueTitle/ItemRequests.

    3 votes
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  20. Permitting Access to Analytics Objects via Alma User Name

    Accessing Analytics objects is only controlled via roles, and that makes it almost impossible to set permission for a certain report to a single colleague or even a limited number of colleagues. Thus access is granted either for a large number of persons, or just somebody with a high level of permissions (administrators).

    Our workaround is mostly using scheduled reports, which can be distributed via email address or Alma user name, but a similar approach should be there for non-scheduled Analytics objects from the Analytics menu.

    I suggest allowing to set permissions also via the Alma user name of a…

    3 votes
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