131 results found

1. 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 electronic resources staff need Fulfillment Administrator in order to manage general electronic services, none of those electronic resources staff should be changing other areas of fulfillment configuration. Because Alma's roles do not separate those duties, the secondary requirement would then become to monitor changes in the fulfillment configuration areas outside Discovery Interface Display Logic to know which staff members are changing them and when. We would want a regular report that logged information like the name of the logged in user, the name of the table, the date/time the change occurred, what row(s) changed, and what the prior and new values were in those rows.

   • Troubleshooting unexpected Alma behavior. For example, suppose that custom linking for a set of CDI databases begins to behave unexpectedly. Configuration for those database links is handled in Configuration > Discovery. A staff member hears about the database issue, goes in and attempts to fix it,
     but can't. The issue then gets reported to a systems staff member. At that point, the systems staff member can only see the last updated by and timestamp. They need to be able to see who edited that table, and when, to help figure out what
     might have happened.

   Analytics currently has a subject area called "System Events" that does a poor job of capturing this information. For example, there is a system event type 6141 - Mapping table updated. However, the information captured there is internal tracking information and not actually relevant to mapping table updates, according to Ex Libris support.

   Improving how this data is kept and tracked would go a long way towards reducing risk of Alma not functioning as expected, and making it easier for institutions to manage audit requirements and troubleshooting needs for Alma users.

   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… more

   139 votes

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2. Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting.

   Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting. To address the following:

   1. Simplify CPU Calculation: Improve the system to allow straightforward calculation of Cost Per Use (CPU) by including financial data in the usage subject area, eliminating the need for SQL joins.

   2. Increase Data Update Frequency: Increase the frequency of usage data updates in the e-inventory subject area and fix the date of the job, as the current monthly updates, which have variable dates, cause scheduling issues.

   3. Enhance Data Accuracy: Address inaccuracies and missing data due to limited match points (title and ISSN). Examples include:
      a/. Titles with only print ISSN in the Counter file.
      b/. Title changes by users, leading to mismatches.
      c/. Inability to link usage to CPU due to mismatched ISSN or titles, resulting in incorrect CPU calculations.

   Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting. To address the following:

   1. Simplify CPU Calculation: Improve the system to allow straightforward calculation of Cost Per Use (CPU) by including financial data in the usage subject area, eliminating the need for SQL joins.

   2. Increase Data Update Frequency: Increase the frequency of usage data updates in the e-inventory subject area and fix the date of the job, as the current monthly updates, which have variable dates, cause scheduling issues.

   3. Enhance Data Accuracy: Address inaccuracies and missing data due to limited match points… more

   128 votes

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3. Additional Local Parameter fields in Local Authorities dimension

   There can be up to 100 local fields 9xx in the "Local Authorities" and none of them can be retrieved in Analytics. Could it be possible to have, at least, the same number of "Local Params" as in the he "Physical Items" or the "Titles" table?
   https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Physical_Items#Local_Param

   Thanks.

   102 votes

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4. Ability to create Alma Analytics Objects from Primo VE Network Reports Folder

   The institutions of the consortia working in the Network use the same analytics reports. In the case of Alma Analytics, it is possible to add new Alma Analytics objects from the Alma Analytics Network Folder. However, there is no possibility to add new Primo Analytics objects from the Primo Analytics Network Folder. Please implement such a possibility, as it is very important for consortia, especially those with consortium IT support centers.

   101 votes

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5. Need a Physical items folder in the Course Reserves Subject area

   Items details are missing from the Course reserves subject area in Alma Analytics. So can't get Barcode and other item details for course reserves.

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6. Add Collection related subject area/dimensions/parameters in Analytics

   Please elaborate Collection in Analytics. We suggest three ideas for that;

   Idea 1)
   Collection can be a separate dimension, with the existing/new parameters below;
   - Collection ID (existing)
   - Collection Name (existing)
   - Collection External System
   - Collection External ID
   - Collection MMS ID (of the collection's BIB itself)
   - ★★★ The PIDs of the collection's direct sub-collections (in different rows, not combined with semicolons; should be repeatable so that the created report can show the hierarchical structure of whole collections)
   - Collection level (the depth)
   - Collection Path (from the collection's top level collection to itself)
   - Collection Description
   etc.

   Idea 2)
   If the aforementioned parameters are not capable to show the hierarchy of the collections, nine dimensions for each level of collection can be created as followings;

   1. Nine Demensions for each Collection level;
      Dimension 1 : Collection level 1 (top)
      Dimension 2 : Collection level 2
      Dimension 3 : Collection level 3
      ....
      Dimension 9 : Collection level 9

   2. Then, each dimension can have the following parameters;
      Collection BIB MMS ID
      Collection PID
      Collection Name
      Collection Description
      Direct super(upper)-collection PID
      Direct sub-collection PID
      Create date
      Modification date
      Creator
      etc.

   Idea 3)
   Collection can be a new Subject Area.

   Please elaborate Collection in Analytics. We suggest three ideas for that;

   Idea 1)
   Collection can be a separate dimension, with the existing/new parameters below;
   - Collection ID (existing)
   - Collection Name (existing)
   - Collection External System
   - Collection External ID
   - Collection MMS ID (of the collection's BIB itself)
   - ★★★ The PIDs of the collection's direct sub-collections (in different rows, not combined with semicolons; should be repeatable so that the created report can show the hierarchical structure of whole collections)
   - Collection level (the depth)
   - Collection Path (from the collection's top level collection to itself)
   - Collection Description… more

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7. Get auto-renewals dates back into Analytics

   Since the recently released August version, Analytics does not longer show the auto-renewal date due to a mentioned performance improvement on the nightly job. Please consider rolling back this change as it actually makes it impossible to get how many auto-renewals were made on a certain day in the past, since the only date we currently have is the Last Renewal Date which is updated every time the job runs. We virtually lost our auto-renewals log integrity.

   I know we still have this Last Renewal Date, the amount of auto-renewals and the Loan Date, and we could easily calculate the auto-renewals specific dates doing some basic maths but this approach is not reliable because a loan could be manually renewed and its due date could be manually changed.

   Consider rolling this back, because we ended up with no option but to disable auto-renewals in order to keep this renewals record for future queries, and these manual renewals will be processed individually on Analytics so it makes no sense to the desired improvement.

   Since the recently released August version, Analytics does not longer show the auto-renewal date due to a mentioned performance improvement on the nightly job. Please consider rolling back this change as it actually makes it impossible to get how many auto-renewals were made on a certain day in the past, since the only date we currently have is the Last Renewal Date which is updated every time the job runs. We virtually lost our auto-renewals log integrity.

   I know we still have this Last Renewal Date, the amount of auto-renewals and the Loan Date, and we could easily calculate the… more

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8. Subscription interval field in Analytics

   Adding the Subscription interval field in PO Line to the Funds Expenditure subject area in Analytics. This would allow reporting based on the frequency of a serial.

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9. Establish system to ensure complete coverage of LC classifications

   Alma Analytics includes LC Classification code data, but frequently valid classification codes come up as "Unknown." Ex Libris currently has no reliable way of keeping up with changes in LC classification. They rely upon the "Library of Congress Classification Outline", which is not complete. They will add classifications upon customer request, though this process takes months or years and puts significant burden upon institutions. Ex Libris should develop a system to reliably update its LC classification coverage. This could take the form of e.g. establishing its own access to Classification Web, subscribing to LC updates, and/or setting up some alternative system with LC for updating their coverage. The outcome would be that Analytics users would be confident that very few valid classifications would come up as "Unknown" in Alma Analytics, and those that did would be added within a reasonable time frame without the need to file support tickets.

   Alma Analytics includes LC Classification code data, but frequently valid classification codes come up as "Unknown." Ex Libris currently has no reliable way of keeping up with changes in LC classification. They rely upon the "Library of Congress Classification Outline", which is not complete. They will add classifications upon customer request, though this process takes months or years and puts significant burden upon institutions. Ex Libris should develop a system to reliably update its LC classification coverage. This could take the form of e.g. establishing its own access to Classification Web, subscribing to LC updates, and/or setting up some alternative… more

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10. Display prompts in analytics widgets

    We have created a widget to display IDs of citations, and would like to be able to display the associated prompts to allow users to select their own criteria.

    The current behaviour is by design:

    https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Analytics_widgets_with_a_prompt

    but it would be very helpful if this could be changed.

    66 votes

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11. Add 880 field to the Bibliographic Details dimension table in Analytics

    In MARC bibliographic records, the 880 field is used for non-Roman script equivalents of other fields in the bib record. CJK (Chinese, Japanese & Korean) libraries, for example, may use the 880 to record the non-Roman script equivalent of the Romanized characters in a 245. We would like the 880 field to be searchable in Analytics so we can create new book lists in the CJK scripts. New book lists are very popular with our users and we would like to be able to present these lists in the CJK scripts.

    57 votes

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12. Add General Electronic Services information to Analytics

    In General Electronic Services, we have four different services for article requests, four different services for book requests, and five different services for book chapter requests, all developed over the years to address provider idiosyncrasies. Each group of services provides the same link to the user, e.g. the article request links all display "Get this PDF".

    Our Interlibrary Services unit has the product delivery statistics, but I would really find it helpful to know how many clicks each of our General Electronic Services gets. It would help with service and link maintenance and I expect with troubleshooting, since it would allow for the simultaneous viewing of a lot of information.

    Please add the General Electronic Services to Analytics, with all fields:
    Active
    Service Code
    Service Name
    Service Description
    Public Name
    Public Note
    DD/ILL Service
    Display Location
    URL Template
    Enable without login
    Disable Service
    All Service Availability Rules

    Thank you for considering!

    In General Electronic Services, we have four different services for article requests, four different services for book requests, and five different services for book chapter requests, all developed over the years to address provider idiosyncrasies. Each group of services provides the same link to the user, e.g. the article request links all display "Get this PDF".

    Our Interlibrary Services unit has the product delivery statistics, but I would really find it helpful to know how many clicks each of our General Electronic Services gets. It would help with service and link maintenance and I expect with troubleshooting, since it would… more

    57 votes

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13. Identify stats for individual self check machines in Analytics

    It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

    We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks in Analytics

    It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

    We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks… more

    56 votes

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14. Analytics - Last Return Date

    It would be extremely useful to be able to report on the Last Return Date; this should be added to the Physical Items subject area alongside the Last Loan Date parameter

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15. Notes Tabs not in Analytics

    We would like to be able to retrieve all the details in the Notes Tabs for Borrowing and Lending requests via Analytics. Currently, only the Request Note is retrievable.

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    54 votes

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16. Add publication date and subject fields to 'Portfolio Details for Consortia Members' analytics table

    The bibliographic publication date and subject fields would be very useful additions to the 'Portfolio Details for Consortia Members' analytics table. Please include these fields.

    54 votes

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17. Add User Note Creation Date and Creator as query-able fields in Anayltics

    Please make it so that we can create analysis in analytics that display the creation date and creators of user notes. Both fields would be very useful filters for us.

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18. Map item level fields, Pattern Type and Linking Number in Analytics.

    Area of concern: Analytics Fields for Reporting on Serials 863/866 Generation.

    Please reference Ex Libris presentation ‘Automation Tasks for Summary Holdings’:

    https://knowledge.exlibrisgroup.com/@api/deki/files/63890/Serials_-_Automation_tasks_for_summary_holdings.pptx?revision=2

    In order for 863/866 Summary Holdings generation to work properly, each item record must contain certain information in the ‘Pattern Type’ and ‘Linking Number’ fields. Currently, these fields are not mapped in analytics, so there is no way to report on which records lack this info. Without this reporting capability, we are stuck individually checking many thousands of records to be sure they have the required information.

    What should be changed: As Serials Processors, we would like to have item level fields, ‘Pattern Type’ and ‘Linking Number’ mapped in Analytics so that they are easily reportable. This would benefit our workflow by allowing us to easily locate item records that do not have this information filled in. If we can find and correct those items efficiently, then we can optimize our records for Automated Summary Holdings generation.
     

    Area of concern: Analytics Fields for Reporting on Serials 863/866 Generation.

    Please reference Ex Libris presentation ‘Automation Tasks for Summary Holdings’:

    https://knowledge.exlibrisgroup.com/@api/deki/files/63890/Serials_-_Automation_tasks_for_summary_holdings.pptx?revision=2

    In order for 863/866 Summary Holdings generation to work properly, each item record must contain certain information in the ‘Pattern Type’ and ‘Linking Number’ fields. Currently, these fields are not mapped in analytics, so there is no way to report on which records lack this info. Without this reporting capability, we are stuck individually checking many thousands of records to be sure they have the required information.

    What should be changed: As Serials Processors, we would like to… more

    49 votes

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19. Retain Course Reserves info in Alma Analytics

    It would be helpful if the system would retain information about course reserves in Analytics, even after things are deleted in Alma. It would be useful to be able to look back over various terms and see what courses were run and when.

    47 votes

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20. Add the source field to Analytics

    It would be useful to be able to report on the Source field from Resource Sharing requests in the Borrowing Request subject area of Analytics. Then we could analyse the channels that users' Resource Sharing requests are coming in from.

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