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137 results found

  1. Add "General Notes" at the collection, service, and portfolio levels to Analytics

    Please add the following note fields to Analytics:

    Electronic Collection:
    - General notes (multiple entries)
    Electronic Service:
    - General notes (multiple entries)
    Electronic Portfolio:
    - General notes (multiple entries)

    Why is this necessary?
    You can search for many fields in Alma itself, but not all of note fields can be exported from Alma. But this is particularly important for note fields!

    Thank you very much in advance!

    Note: this is a follow-up idea to:
    Add "General Notes" at the collection, service, and portfolio levels as indexable/searchable fields
    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46387843-add-general-notes-at-the-collection-service-an

    122 votes
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    Under Review  ·  6 comments  ·  Analytics  ·  Admin →
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  2. Add Alternative Title to Alma Analytics

    Adding the Alternative Title for an electronic collection would allow us fully use Alma Analytics and not need to maintain separate reports that are created outside of Alma. As a consortium, this would also allow more information sharing with our members and more efficient troubleshooting and maintenance.

    40 votes
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    1 comment  ·  Analytics  ·  Admin →
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  3. Ability to surface details of recipients/subscribers to Scheduled Analytics Reports

    Allow for export/inclusion of subscriber details when exporting list of scheduled reports or creating Analytics reports from Analytics Usage Tracking subject area or Analytics Objects subject area.

    I am trying to do an audit on recipients/subscribers of our Scheduled Reports in Alma. The aim is to streamline who receives which reports/ remove staff who have moved roles and/or staff who have left the institution.

    Currently neither the extract of Analytics Objects from Alma or any of the Analytics Subject Areas include details about the recipients/subscribers and I feel this would be very useful for auditing/access control.

    37 votes
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    3 comments  ·  Analytics  ·  Admin →
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  4. Allow option to only send scheduled report from Analytics object if report has results

    We want to set up reports to help us monitor for data inconsistencies and other issues that need addressing. We have noticed that we can set up reports as analytics objects and users can subscribe to them, but the report is sent even if there are no results.

    We should have the option to not send empty reports, and only send if the report brought back one or more records.

    21 votes
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    2 comments  ·  Analytics  ·  Admin →
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  5. Include more than 30 or an unlimited number of local parameters in Alma Analytics

    We find Analytics to be very powerful, but we are hampered by its limitation to only selected MARC and a limit of 30 local parameters.

    We hope ExLibris will include more or an unlimited number of local parameters in the future.

    When we signed up for Alma, our team expected all MARC bib codes would be available in Analytics and they are not. In addition, we have defined several local fields and must assign them a local parameter to be able to output them in Analytics. We have been rationing the 30-alloted local parameters ever since.

    17 votes
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    2 comments  ·  Analytics  ·  Admin →
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  6. Add "Vendor invoice number" to PO Line dimension in Analytics

    Please add the "Vendor invoice number" from the Vendor Information section of the PO Line screen to analytics. It should be specifically added to the PO Line dimension.

    This field is necessary for quickly reporting on POLs that have this information stored at the POL level, but are not attached to an invoice. Workarounds include manually looking up the PO, then searching Analytics, but we shouldn't require staff to search Alma if they could directly query Analytics with an invoice number from a PDF or an email.

    13 votes
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    0 comments  ·  Analytics  ·  Admin →
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  7. Alma - Analytics - Users - Add field 'Has password' true/false

    Sometimes users may have no password set. For example, in our system we have some internally managed users left with no password when Alma switched to external IDP. Filtering them in Analytics would be useful, but currently there is no way to do so.

    Please add Add field 'Has password' true/false in Alma Analytics Users dimension.

    15 votes
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    0 comments  ·  Analytics  ·  Admin →
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  8. Add Vendor Type to Analytics

    We would like to pull a report that lists vendors by type in analytics. Ex. Access provider, material supplier. This is not currently in analytics. This is a filter in the vendor module in Alma, but we want to pull more complex reports in analytics, such as all vendors listed as a material supplier only that are missing a financial code.
    Thanks!

    0 votes
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    1 comment  ·  Analytics  ·  Admin →
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  9. Combining "Request Type", "Work Order Type" & "Process Type" in a single analytics report

    We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not…

    19 votes
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    0 comments  ·  Analytics  ·  Admin →
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  10. Please add 3xx field support in Bibliographic Details dimension of Alma Analytics

    Currently there are many fields in the 3xx range which are not supported OTB in the Bibliographic Details dimension of Alma Analytics.
    We have mapped 300 to a Local Param several years ago, but we are stymied in our work updating to RDA consistently as the desired foundation for then considering LOD work in BIBFRAME, given this is a key area with many 3xx fields utilised such as 334, 335, 336, 337, 338, 340, 344, 345, 346, 347, 380 and 382.
    Although the number of Local Params increased in 2024 finally from 10 to 30 we use many of these…

    4 votes
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    0 comments  ·  Analytics  ·  Admin →
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  11. Add and improve audit logging and system event tracking for changes to Alma configuration

    Many institutions have needs and requirements to be able to track when Alma configurations change, and who changed them.

    This is especially true because many Alma "administrator" roles combine complex librarian tasks with systems configuration abilities. For example, Catalog Administrator or General Systems Administrator is required to create new metadata import profiles - a task that catalogers need to do regularly. But, both roles also grant additional abilities to configure Alma behavior for resource management,
    integrations and the like.

    Use cases include:

    • Monitoring changes as part of standard internal audit review. For example, an institution may identify that even though…

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  12. ISO 13485 Certification for Medical Devices

    ISO 13485 certification is the globally recognized standard for quality management systems in the Medical device certification ISO 13485 https://paragoncertifications.com/iso-27001-certification-experts/ industry. It ensures that organizations comply with regulatory requirements and consistently produce safe, high-quality medical devices.

    The certification process involves implementing a robust quality management system (QMS) tailored to medical devices, followed by an independent audit conducted by a certification body. Key areas evaluated include design and development controls, risk management processes, supplier management, and product traceability.

    ISO 13485 certification is essential for manufacturers, suppliers, and distributors of medical devices. It is often a prerequisite for market entry in many…

    1 vote
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  13. Remove library and locations from Analytics created in test period

    During migration to Alma we found that there were some incorrect data in holdings records for libraries and locations. This was useful because those data were not exposed to metadata managers in our previous system. Prior to migration, these incorrect libraries and locations were removed from our data in the previous system.

    Now I find that those incorrect libraries and locations remain in Analytics. In order to filter these incorrect data out, one needs to remember to filter them out. This is not a long-term tenable solution as fewer and fewer staff members recall the specifics of the data cleanup…

    3 votes
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  14. Adjust the Analytics report generation time to include events occurring after 8 PM.

    Currently, the Analytics report is generated around 8 PM Taiwan time, which is earlier than the library's closing time. As a result, events that occur after 8 PM are not included in the statistics for the following day. This prevents the library from obtaining complete statistics for the previous day. If the report generation time could be delayed by at least 2 hours, it would be very helpful for Taiwan users.

    1 vote
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  15. Add Bursar Transaction ID dimension to Fines and Fees Subject Area in Analytics

    Bursar Transaction ID is a critical data element when an institution uses a Bursar integration profile to export fines/fees and import payments. We recently implemented this integration and are looking at ways to reconcile Alma transactions with data extracted from our bursar. If Bursar Transaction ID were present as a dimension in Analytics, this would be much easier. It should be added.

    18 votes
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  16. Ability to report on the source of a MARC record

    It would be useful to be able to report on the source of a MARC record in Alma Analytics. This should be part of the 'Titles' Subject Area, providing information on whether the record was created using a record from a Z39.50 query or via a scheduled or manual import job.

    If the record is imported via a Z39.50 query, the source bibliographic knowledgebase should be reportable (e.g. OCLC WorldCat, Jisc Library Hub etc.).

    If the record was created via an import job, the name of the import profile should be reportable.

    This would help libraries to better maintain statistics…

    3 votes
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    1 comment  ·  Analytics  ·  Admin →
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  17. Analytics recover the fields in the original configuration language in ALMA

    ALMA is configured for Spanish-speaking countries in Spanish, so Analytics reports are required to generate data in the same language in which the original fields are configured.

    3 votes
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  18. Addition of the Accrued fines field in the Fines and Fees subject area in Alma Analytics

    It would be great if there was an option in Alma Analytics to create a report with a list of people with a specific amount of accured fines if they had returned overdue documents on a given day (the day before actually).

    22 votes
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  19. Add information regarding level URL clickthroughs to Analytics

    Currently only clickthrough for portfolios are being captured in Analytics. It would be great if level URL clickthrough's in Electronic Collection could also be captured.

    3 votes
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  20. Analytics: Add the country to subject Area digital usage details

    The country of download and the organization are key information about the digital usage details as they add value and context to the statistics. This information is very important to our institution. Would it be possible to add the country, country code and organization to the digital usage details the same way as in Esploro subject area Asset usage details

    17 votes
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