Alma
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69 results found
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po line notes
For the PO Line area, I would like to see the Notes. Right now only the Receiving Note and the Note to vendor are visible in Analytics, but I need the Notes cause we have stored a lot of additional information in the Notes
9 votesThe PO Line Notes field was added to the PO Line dimension in the following locations. It contains the notes on the PO line. Multiple notes are separated by a semicolon.
E-Inventory
Funds Expenditure
Physical Items
Purchase RequestsFor more information please see Alma December Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Add proxy setting to einventory analytics dimension
Have a desire to know which e collections have proxy enabled or not. Need the setting added to analytics to find out.
9 votesProxy information is now available in E inventory subject area of Analytics
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Add Holding Modification Data to Analytics
It would be really great if you would add Holding Creation Date, Holding Modification Date, and Holding Modified By to analytics.
9 votesthe following fields exist in the “Holding Details” folder of the “Physical Items” subject area and therefore this ideas exchange has been completed:
“Holdings Record Creation Date”
“Holdings Record Modification Date”
“Holdings Record Modified By” -
Add Transit Information to Analytics
In order to track materials traveling between libraries, it would be extremely helpful to have transit information such as Transit Date, Transit From, and Transit To included in analytics.
8 votes -
Run a report of items by fund code in Analytics
A colleague wanted to know the usage stats for books he had purchased over a certain period of time. This would have been easiest by running a report including items, his fund code, and the relevant fiscal years. This is currently not possible - Dewey range reports inevitably miss some titles.
Can the Funds Expenditure and Physical Items SAs be made compatible?
8 votes -
Add Storage Location ID to Analytics
The storage location ID field in Alma should be added to Analytics
This seems like an easy add that needs to be done so the field can be reported upon.
7 votes -
Add all CDI-related fields to Analytics
We would like all CDI-related fields (this would include most fields found on the CDI tab of the electronic collection) to be available to the E-Inventory subject in Analytics.
Because many of these fields are only available to the Alma repository search at the collection level, it is impossible to create sets of portfolios that meet certain CDI criteria (e.g., all portfolios whose electronic collection CDI FullText Rights = OpenAccess). Analytics becomes the only option, but none of the CDI fields are available there, either.
7 votesthe following 16 fields have been added to the E-Inventory subject area
“Electronic Collection”.“Active for Fulltext In CDI”
“Electronic Collection”.“Active for Search In CDI”
“Electronic Collection”.“CDI – Do not show as full text available even if active in Alma”
“Electronic Collection”.“CDI – Subscribe to only some titles in this collection”
“Electronic Collection”.“CDI Full Text Linking”
“Electronic Collection”.“CDI Full Text Rights”
“Electronic Collection”.“CDI Local Note”
“Electronic Collection”.“CDI Newspapaers”
“Electronic Collection”.“CDI Number of Records”
“Electronic Collection”.“CDI Provider Package Code”
“Electronic Collection”.“CDI Resource Types”
“Electronic Collection”.“CDI Search Rights”
“Electronic Collection”.“CDI Update Frequency”
“Electronic Collection”.“In CDI”
“Electronic Collection”.“No. of Electronic Collections (In Repository + In CDI)”
“Electronic Collection”.“No. of Electronic Collections (In Repository + Not In CDI)” -
Add "Can't edit restricted users" and "Disable all login restrictions" field options to user analytics or staff login report
In order to improve security of our Alma institutions, and better manage named users or staff users, we need to be able to generate a user report that displays permissions related to security such as "Can't edit restricted users" on relevant roles, and "Disable all login restrictions."
Being able to identify which named users have IP restricted login disabled, and which named users have access to editing restricted user groups helps us to be sure that only designated named users have broad access to Alma--we shouldn't have to check this manually, user by user. We should be able to run…
6 votesThe following fields were added to Users > User Details:
Can’t edit restricted users – indicates if the user can edit restricted user groups
Disable All Login Restrictions – indicates if the user has IP login restrictions disabled -
Add Patron Proxy data to Analytics
It is seemingly impossible to query a list of current patron proxy relationships that have been established in Alma. This is a basic piece of reporting data that needs to be added to Analytics to help libraries keep their patron records up to date.
6 votes -
Analytics: Add ability to search/filter by the Holdings record suppression tag
A Suppress from Discovery flag exists for both the Bibliographic and the Holdings record, but only the Bib flag is present in Analytics. This field should be added [and is yet another example of how poorly Analytics handles Holdings data as opposed to Bibliographic or Item data]
6 votesThe “Holding Details” folder of the “Physical Items” subject area includes the following two fields and therefore fulfills the requirements of this ideas exchange:
’Suppressed from discovery"
’Suppressed from discovery by suppressed location" -
Please include a way to FTP report results from Alma Analytics
Currently there is no way to directly FTP the output of a report in Alma Analytics. They can be exported locally or emailed, but no direct FTP.
6 votes -
Mask patron addresses and phone numbers at Institution level
Mask patron addresses and phone numbers at Institution level
Patron addresses and phone numbers are always treated as confidential information and our library would like to take every measure possible to protect privacy of our library users. Currently, Ex Libris has anonymization option for patron addresses and phone numbers only at Network level and not at institution level. We would like Ex Libris to include the option also at institution level.
4 votes -
Add fund information dimension to physical items dimension and vice versa in Analytics
Need location and call number details when reporting by fund expenditure. Also need the information to generate reports for spending by individual departments as we have centralized ordering.
Support ticket #00195690
4 votes -
Analytics Usage Subject Area
Provide a subject area that would support analysis of how much analytics is being used. For example, how many analytics reports are run in a given month.
3 votes -
The LDR of the bib and holdings record needs to be indexed for reporting in Analytics at the very least as a Local Param.
We have a large withdrawal project involving thousands of books. We do not want to delete them in Alma. We want to change the location in the holdings record to Withdrawn, suppress the bib and holdings record, and change the LDR Record Status (5th position) to "d." This is a MARC standard and must be done in order to export these records later to various entities (such as the statewide library database used for ILL) so they can delete them from their copy of our database. The LDR value is what they use to indicate a bib or holding record…
3 votesThe following fields were added to Holding Details > Physical Items and the Bibliographic Details dimension:
Holding Details:
BIB 008 MARC – the contents of the 008 field of the MARC holdings record
BIB LDR MARC – the contents of the LDR field of the MARC holdings record
Bibliographic Details:
BIB 008 MARC – the contents of the 008 field of the MARC bibliographic record
BIB LDR MARC – the contents of the LDR field of the MARC bibliographic record
Government Publication – the government publication type
Form of Item – the form of the itemFor more information please see August Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Adding ability for reporting based on 008 holdings field
I would like to see the ability to have reports based on 008 fields specifically method of acquisition (purchase, gift, depository,etc. ), retention coding and lending policy.
3 votesThis has been completed in August 2020.
This is from the August 2020 Alma release Notes:August 2020 Analytics
Holding Details: BIB 008 MARC – the contents of the 008 field of the MARC holdings record BIB LDR MARC – the contents of the LDR field of the MARC holdings record Bibliographic Details: BIB 008 MARC – the contents of the 008 field of the MARC bibliographic record BIB LDR MARC – the contents of the LDR field of the MARC bibliographic record Government Publication – the government publication type (for MARC 21 this is based on MARC 008 pos. 28) Form of Item – the form of the item (for MARC 21 this is based on MARC 008 pos. 23)
idea exchange Idea Exchange
The following fields were added to Holding Details > Physical Items and the Bibliographic Details dimension:In August, the above fields appear in the “Bibliographic…
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Replacement Costs in Analytics represented as a number
Currently they are represented as text. You have to manipulate the Excel file to get them to become numbers. However, it would be nice if they exported as numbers, or were numbers in Analytics, for easier manipulation of the data.
2 votesThis ideas exchange is complete.
The replacement cost no longer works as a decimal number.
It now behaves as follows, correctly filtering for example by less than or equal to 50: -
Correcting Alma Analytics
In Alma Analytics, if you want to get a report of items that their replacement cost is under $50 for example, the program is written in such a way that looks at the costs in decimal order. So your report will include all items that cost $100, $200, $300, $400, etc. as long as the first digit is under 5. So you will end up with wrong results. Please correct this so the program looks at numbers as whole numbers not by decimal order. Thank you.
2 votes -
Put oclc number as the first oclc number in the Network number in analytic reports
When a bib record has 035 and 775 which has an OCLC number, in an analytic report, the 775 number is the first OCLC number in the Network number column. But if a record only has 035 subfield a and z, then the OCLC number for the resource is the first OCLC number in the Network number column.
When we are doing an analytic report retrieving the OCLC number, we are only interested in the OCLC number of the resource, not its the OCLC number of its other edition (755). This confusing order of resource OCLC number makes this Network…
2 votes -
Additional File Format Options for Scheduled Analytics Reports
When setting up a scheduled analytics report there are a couple of file format options: Excel, PDF, text.
The text option is not useful and what we really need is CSV and Tab Delimited options.
I realize you can have it provide Excel and then you can resave it, but that requires extra processing steps that should not be required in this day and age.
2 votes
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