Alma
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188 results found
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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.
19 votes -
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 -
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.
3 votes -
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.
1 vote -
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…
6 votes -
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 -
Analytics User - has course Yes/No option
Add the option for 'Has course' Yes/No option for user reports in analytics.
1 vote -
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 -
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.
5 votes -
Enable Data Flows in Oracle Data Visualization
As someone who creates data sets and data visualizations from Analytics for other library staff, it would be useful to have Data Flow enabled in Oracle's Data Analytics. This would save me time by creating a pre-determined set of steps to create and edit data sets, and to create joins between subject areas within the Data Visualization tool.
18 votes -
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 -
Add free/not free information about collections
Currently through Analytics it's not possible to create a report on collections with the information: "Is free?" and "Is Free? (override)".
It is just possible to find "Service is free" and "Service is free (override)" fields, that exclude all collections that don't have any services, such as databases.
We propose to add fields "Is free?" and "Is Free? (override)".14 votes -
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 -
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 -
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 -
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 -
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 -
Alma Analytics: Add "Pickup Location" to the Borrowing Requests Subject Area
We need tp know which local library locations requested how many items from each Lending institution in an analytic report. When Borrowing requests first go out go out we can easily see which of our, let's say 4, different library pick up locations ordered each item by looking at the pick up location parameter in the facets, The pick up location is even maintained in Alma once the item is filled. But it is not available in the Borrowing Request subject area of the analytic. We can only get an aggregate campus total for requests borrowed from each Lending Institution.…
9 votes -
Create reports across Pirmo VE and Alma Aanlytics modules
For example, in Primo>Usage>Report>Zero Result Searches example in
Design Analytics (Primo), in addition to the existing User Group field,the system can add fields from Alma Aanlytics, such as Statistical Category, Category Type, IP to provide subsequent analysis.8 votes -
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.
3 votes
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