Alma
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129 results found
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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 -
Add "Rule details", "Terms of use", and "Fulfillment Policy" as shared descriptive dimensions with Fulfillment subject area
We would find it very useful to be able to report on fulfillment activity as tied to configuration. For example, we'd like to be able to report on items that allow unlimited renewals versus items that allow renews but limit the time frame.
From what I can tell, only the loan length is included in the Fulfillment subject area, but the terms of use information is in the Configurations (Limited) subject area. But, we cannot do a multiple subject report without them being shared dimensions in Fulfillment. It would be very helpful if they could be added.
1 vote -
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 -
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.
34 votes -
Add Campus Name as a Field in the Course Reserves Subject Area
Currently, the only location option in the Course Reserves subject area is "Campuses Name and Participants." This field is made up of "The campus description and the number participants per campus." "Campuses Name and Participants" is misleading in that it pulls the campus description field, rather than the campus name field.
We would prefer a field that contains only the campus name, without using the description or the number of participants.
3 votes -
Sort Option for Data Start Date or Data End Date in SUSHI Area/Vendor Details
It would be helpful to add a sort option for the 'Data Start Date and Data End Date" when analysing SUSHI reports that have been uploaded to the vendor details area/profile. When doing a custom harvest or uploading data it would make it so easy to see what date ranges have been uploaded and/or harvested. There is already sort functionality for the file name, uploaded date, SUSHI account and others, please see screen shot. I honestly think this is too important not to have been considered.
1 vote -
Improve event key data for System Events tracking
The data captured in System Events for code and mapping table changes could be useful for auditing purposes and tracking changes to administrative settings. However, the key value pair captures an internal code for the table rather than the name, and there is no way for Alma customers to retrieve the code, either from the Alma UI or the configuration API calls.
It would be much better to include the table name in the event log, or provide the table code in some fashion so that they could be linked together.
1 vote -
Add read-only parameter to Users > Role
In the Users subject area, you can report on roles, but not if a role is read-only. This means that reporting on who has administrator roles is very confusing and implies more access than may actually exist. That value needs to be added to this subject area.
4 votes -
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-an90 votes -
Add option in Analytics to report on user notes that are set to pop up note
Alma does not currently offer the ability to use Analytics to identify user notes that are set to pop up. We would like to be able to more easily identify these notes that are set to pop up to prioritize them during a user note clean up project.
8 votes -
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…
16 votes -
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 -
Renewal Hour and Renewal Time in the Renewal Date folder on Fulfillment
Hello,
Some days ago one of our libraries asked for some hourly fulfillment reports. I then noticed that the "Renewal Date" folder does not have a "Renewal Hour" nor a "Renewal Time", as most of the other date folders have. Is it possible to add a "Renewal Hour" or "Renewal Time" to the "Renewal Date" folder?
Regards,
Oberdan
1 vote -
Add Activation Status to the Funds Expenditure Area in Analytics
We want to be able to create more complex data retrievals of our eresources based on activation status and filter these by various facets such as fund code. We have thousands of portfolios and it's not feasible to search for these on Alma when an analytics report would take seconds to create. For example, I was asked to provide a quick report listing every Journal we have on our largest budget code with an activation status of "Not activated E-Resource" by fiscal year.
3 votes -
FRBR report option in Alma
Primo has the ability to group titles (mulitple editions, for example) using FRBR principles. However, finding multiple editions of titles is very slow and cumbersome in Alma. A "FRBR" report option in Alma/Analytics would be very beneficial for collection work and could draw on capabilities already existing in Primo.
1 vote -
Have AFN/FN loan/fine information available in IZ
Similar idea to https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44761048-user-purge-should-be-made-afn-aware-and-not-allow
BUT there should be information in the IZ analytics so that an IZ can determine if a local patron has an AFN (or FN) loan or fine.
This doesn't need to be the full loan/fine information, but could be as simple as a flag that says "active AFN/FN loan", "active AFN/FN fine".
At this time, there is no way in the IZ (without opening each patron account within Alma) to see if someone has an active loan or fine outside of the IZ.
This is required at a number of our institutions for when patrons leave…
10 votes -
Data visualization to include export to Excel/CSV function
Currently users without Design analytic role can use Data visualization(DV) reports but they can only export report in PDF, powerpoint. It would be very useful to have an export of data in Excel or CSV.
3 votes -
Show folder and column details in filters in alma analytics where multiple columns have identical names.
When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
For example:
Material Type (Physical Item Details)
Material Type (Bibliographic Details)
Material Type (PO Line)when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.Snip…
86 votesUnder Review ·
AdminShoshana de la Fuente
(Product Manager, Esploro Repository, Ex Libris)
responded
Dear Colleagues,
if the suggested solution available within analytics is not sufficient, please respond with an explanation why. Otherwise we will be closing this idea.
Thank you for your feedback,
Shoshana
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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 -
Make “Public access model for “Owned” purchase model” retrievable in Analytics query
When an Ebook Central ebook in the CZ is both owned and available in a subscribed subscription collection, the unlimited users license appears in the portfolio tab Acquisitions/Public Access model, and the number of users for the owned copy appears in "Public access model for "Owned" purchase model." Analytics cannot report out '“Public access model for “Owned” purchase model” in any case. All I can get is Public Access Model. When I report out both Purchase Model (owned, subscription, DDA) and Public Access model, and get owned and subscription but only Public Access Model unlimited users, I know that;s for…
6 votes
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