Alma
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19 results found
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Add Vendor contact details to Analytics
We would like to be able to report on the Vendor contact fields of address, phone and email in Analytics.
148 votesThis Ideas exchange to add vendor contact details to Alma Analytics" has been completed as part of the May 2021 release, in conjunction with the revamping of the User Subject area.
It is possible to create a report in the “Users” subject area of all users who are contacts by filtering by the field “User Record Type” from the “User Details” folder -
In Alma analytics, "Physical Items" subject area, add "Process Type Status" field
We would like to easily report on how many and which items are currently under each process type status (sometimes also called "work order status"). Currently, this field is only available in analytics in the "Physical Items Historical Events" subject area, and it is difficult to extract the current status of an item. See also related NERS Requests #7177, #7242
See attached file for clarification of the somewhat confusing terminology in this area of Alma
97 votesAlready Supported ·
AdminShoshana de la Fuente
(Product Manager, Esploro Repository, Ex Libris)
responded
Dear Colleagues,
As I previously wrote, you can use the Item Work Order Department Status Change folder in the Physical Items Historical Events subject area to report on "how many and which items are currently under each process type status". For current status, you can either filter by "Work Order Next Status" is empty or by "Event End Date is Empty".
As we have not heard from you since, we understand that this covers your request.
All the best,
Shoshana de la Fuente
Senior Product Owner
Library Solutions Analytics
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Date of location change in Analytics
Analytics should allow users to run reports on the date of an Item's location change -- e.g. how many items were moved from Library A to Library B during a certain time period. This information is visible in the Item history tab; it should be made available for management reports especially now as libraries are engaged in consolidation, off-site storage, and shared print projects.
83 votesAlready Supported ·AdminShoshana de la Fuente
(Product Manager, Esploro Repository, Ex Libris)
responded
Dear Colleagues,
The idea, as presented, is now supported.
Please see my comment in the Idea Exchange for more information.
Warm Regards,
Shoshana
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Add Holdings Record note elements to Alma Analyics
Holdings note fields would be excellent for Alma Analytics Currently we can not report on 866 $x/$z or 852 $x/$z, but would very much like to. We end up exporting MARC, extracting fields into Excel, and doing cumbersome somersaults to merge those notes with circulation data for weeding reports.
81 votesThis is being closed as already supported. A lot of work has already been done on the holdings record in Alma. For example the latest comment here in the ideas exchange states
“Seconding both Katie Dunn and JMC on the need for both searching multiple instances of 852 $x and $z, as well as expanding the number of fields searchable. We currently use the more narrowly-defined fields rather than the catch-all 852 $x, but would find both expansions very helpful.”
The Alma Analytics physical items subject area includes the entire 852 field. it is in the “holding details” folder. We have also added several separate fields based on specific sub fields of the 852.
For example see this from Jan. 2018 release notes:
January 2018 Analytics
The following fields from the Physical Items > Holding Details folder are no longer marked as under construction and can be used for saved… -
Add item copy number to physical item details area of analytics
The item copy number doesn't seem to be exported anywhere in Alma analytics, and would be useful for shelf reading reports or stock checking/inventory control where you may not necessarily be able to scan a barcode in .
The suggestion would be to include it under Physical Items\Physical Item Details\Copy Number.Note: this is different from the holdings copy ID which seems to be sourced from the holdings 852 tag.
78 votesThe field “item copy ID” in the “Physical items” subject area “physical item details” folder comes from the item record and not from the holdings record. It is visible in the physical item editor in the “general” tab and is called “Copy ID”.
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Add the "internal description" and "notes" fields of the portfolios and e-collections to the eInventory dimension in Analytics
In our e-ressources workflow, we currently use the "internal description" field of the portfolios and e-collections to maintain some useful information on the resource status, e.g.: "local", "to check"... (because there is no specific field for these needs). It would be very useful to add this field in the "portfolios" and "collection" domains in Analytics, so that we can, for example, create an analysis to receive weekly reminders on these status. Currently, we have to use sets, which is less dynamic and personalized.
It would also be very useful to add the "notes" fields in the Analytics dimensions for portfolios…53 votesThe portfolio internal description and electronic collection internal description were already added to Alma Analytics in August 2017. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/020_2017/050August_2017/Alma_August_2017_Release_Notes/07Analytics_-_August_2017_Enhancements
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Ability to report all MARC tags and subfields in bibliographic, holdings and authority records
Hi Ex Libris
I would like to have the ability to report on Marc bibliographic, Holdings and Authority data with ease.
It should be easier to create an output field that will output a whole Tag or Tag with subfields using Alma Analytics.
There used to be a BRIALLIANT functionality with VOYAGER where you could use Oracle stored functions to output MARC data. Options included:
GetAllAuthTag (AuthId, tag, format)
GetAllBibTag (BibId, tag, format)
GetAllMFHDTag (MFHDId, tag, format)
GetAuthTag (AuthId, tag)
GetBibTag (BibId, tag)
GetAuthSubfield (AuthId, tag, subfield)
GetBibSubfield (BibId, tag, subfield)
GetMFHDSubfield (MFHD…32 votesPlease note that it possible already in Alma user interface to report on (create sets of records) according to any field and / or subfield of the MARC record. This functionality does not require that the field is indexed. Indication rules are used to retrieve data according the presence (or non-presence) of data in fields or subfields.
For further details see the following three files at https://knowledge.exlibrisgroup.com/Alma/Product_Materials/Overview_Materials/Presentations_and_Documents
Rules – Indication rules and set filtering.pptx
Rules – Indication rule examples.docx
Rules – Indication rules – How to use wildcards for field codes .docx -
Make Alma recognize "Primary Identifier" when creating a set of users
Every time anyone creates an Analytics report on users, if they want it to be usable in Alma via "Create Set," they have to rename the first column of the Analytics report to "Username," which is not a field in the Users subject area in Analytics.
Make the Alma UI accept "Primary Identifier" as a recognized unique identifier so that we can use it to pull User sets from Analytics into Alma.
32 votesSeems to actually have been working already, see https://www.screencast.com/t/FFTvmubE
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Suggestion for Increase of Shared Dimensions Between Subject Areas in Analytics
We have donors who require reports on how we are spending their endowment funding. These reports include Fund Transaction data, Bibliographic Details, and Holding Details. The idea is that the donor should be able to locate any item within our library that we have purchased on their funds. Unfortunately, Holding Details lies within the Physical Items subject area, and currently is not a shared dimension in the Funds Expenditure subject area. Holding Details (such as in the case of Call Numbers) are closely linked in usefulness with Bibliographic Details.
My suggestion, therefore, is that ExLibris please add Holdings Details as…
28 votesThe suggestion here is to add information from the physical items to the funds expenditures subject area. It was opened three years ago. Three years (perhaps after this was opened – Ideas Exchange states “three years ago” but not an exact date) ago we added the fund information to the physical items subject area. This should satisfy the need of creating a report with data from both areas. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/030_2016/06July_2016/Alma_July_2016_Release_Notes/08Analytics_-_July_2016_Enhancements
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Add PO Line Status to Analytics
Currently you can search for PO Line Status within Alma, but cannot use this field within Analytics.
Adding this field to Analytics would allow reporting on statuses like In Review and Pending Approval. This would improve staff workflows, so that they don't have to manually check these statuses daily.
12 votes -
Add grand total to 'before values' in Analytics
When creating large data sets, it'd be useful to be able to right click at the top of a column, 'Show Row level Grand Total', and choose something to show at the TOP of a column, instead of having to choose 'After values'. This might help avoid having to use prompts or exporting just to count things.
9 votes -
Add PID for physical Items to Analytics
Currently when a physical item is published to Primo it receives a unique PID that is not currently visible within Analytics. I believe the PID that is used for physical is identical to the PID for electronic inventory that is accessible in Analytics?
Thanks,
Dean3 votes -
Expand the options for UG student body size in new comparative analytics
In the new comparative analytics option (announced in the December 2016 release notes), could the options for the UG student body size be expanded to include higher student counts? The Open University is surely not the only institution that has more than 20,000 UG students?
3 votes -
Add prompt values in printed and exported analytics reports
It will be very useful to export or print reports in excel, pdf, etc. with the filters used in prompt reports and dashboards
3 votes -
Add 'accessed IP' data on the FERPA Report
According to guidelines in Korea, we have to check accessing user id's IP address when the user access the Alma and view some users' information. However, there is no IP address field on the subject area 'Event' of Alma analytics (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Events). Please add the IP address field ASAP.
3 votes -
Index authorities used in bibs in Analytics
Index authorities in a given bib, or better yet, unauthorized headings in bibs in Analytics so I can obtain a list of unauthorized headings and partially authorized headings for correction in Alma.
1 votePlease note regarding the request here to obtain a list of unauthorized headings:
You can get this via the authority control task list (under resources > cataloging). The authority control task list is interactive allowing you to click the heading and go right to the bibliographic record.
Filter by type “linking – bib heading found no matching AUT headings”. -
Number of Loans: Ability to Sort By & Export to Excel
It would be so helpful to have access to Number of Loans in Data we can export to Excel. In addition, being able to sort by the highest to lowest or vice versa Number of Loans data in a search would also be very helpful as a collections librarian. We need more data to support or decide upon what we purchase. Alma has all the data but limited access to it from the permission level I have as a librarian.
Thanks,
Therese1 vote -
Add Disencumbrances to the Funds Expenditure SA of Analytics
Sometimes, you need to figure out instances where the release remaining encumbrance box was not checked off when paying an invoice. It would be a lot easier to identify these if there were a way to easily compare encumbrances and disencumbrances side by side. You can see expenditure and encumbrance transaction amounts, adding in disencumbrances would be useful.
1 voteHi this is being changed to “already supported”.
The idea states: “You can see expenditure and encumbrance transaction amounts, adding in disencumbrances would be useful.”
We respond: It is possible to see disencumbrances by using fieed “Transaction Item Sub Type” in the “Fund Transaction Details folder” of the “Funds Expenditure” subject area and filter by “disencumbrance”. Then display the “Transaction Amount” from the “Fund Transactions” folder. See two attached pictures. -
Create an out-of-the-box 'E and E' consortia overlap report
It would be very much appreciated if Alma creates an out-of-the-box report that outputs E and E title overlap in a consortium.
1 vote
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