AdminYoel Kortick (Senior Librarian, Ex Libris)

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  1. 12 votes
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    2 comments  ·  Alma » Analytics  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello. The title of the suggestion is "Add PO Line Status to Analytics".

    This is already possible. To see it:
    Do 'New > Analysis > Funds Expenditures Subject area'
    From the PO Line folder display the
    1. PO Line Reference
    2. Status
    3. Status (Active).
    Filter by the field "Status (Active)" and see the statuses.
    In the attachment (attached to this comment) the user has clicked the binoculars to see the whole list with a scroll bar.

  2. 121 votes
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    16 comments  ·  Alma » Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello. We are looking at some options of doing the desired scheduling changes. If it will be done it will be part of a larger "scheduling" project and will be part of the long term roadmap. Meanwhile we will leave this issue open. Thank you for time, patience and understanding, and of course for the suggestion as well.

    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello everyone.
    Quarterly and every half year will not be added as scheduling options. There is too much gap between runs to justify a scheduling option.
    See below what we can possibly add. See section "We have now" and "We add"

    We have now
    -------------------
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

    We add
    -----------
    Every Friday at 03:00
    Every Friday at 07:00
    Every Friday at 09:00
    [note Friday will include data from up to Thursday]

    On the 15 of every month at 03:00
    On the 15 of every month at 07:00
    On the 15 of every month at 09:00
    [note 15 will include data from up to 14]

    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Dear Ann-Louise:
    Scheduling is typically done on something more often than "yearly".
    If something is run once a year it can be done manually.
    Do you have a suggested answer to my inquiry from Feb. 14 where I state " Now a scheduled report has the following possible options. What would you like to see added and or changed?"

  3. 1 vote
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    1 comment  ·  Summon » Analytics  ·  Admin →

    Moving this back to no status and adding a note to clarify. For Summon over Alma customers, we can schedule delivery of reports via email. But currently OBI statistics from the Summon UI are not covered under these reports.

    This idea covers reports and usage outside of Alma.

    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    It is already possible to schedule Alma Analytics reports to be sent to recipients by email on a regular basis. See for example
    at https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Analytics
    The following presentations:
    1. Analytics - How to create a scheduled report from an Alma Analytics report to be sent by email nightly.docx
    2. Analytics - How to create a scheduled report from an Alma Analytics report to be sent to Alma and non-Alma users.pptx

  4. 0 votes
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    1 comment  ·  Alma » Analytics  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello.
    1. In January 2018 we added several fields from the holdings record to Alma Analytics Physical Items > Holding Details folder, as described in the January release notes at https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/Alma_2018_Release_Notes?mon=201801.
    2. In addition to the 25 holdings record fields in Alma Analytics as desctibed at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Physical_Items#Holding_Details the institution can add another 10 holdings records fields in the "Holding Local Param " thus totaling 35 fields,
    3. Please state exactly what fields from the holdings record are not there now in Alma analytics but that you wish were there in Alma analytics.

  5. 29 votes
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    3 comments  ·  Alma » Analytics  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello. Please clarify: Are you stating that you want to have electronic collections with no portfolios (collections with no titles) in Alma Analytics?

  6. 95 votes
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    6 comments  ·  Alma » Acquisitions  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello. Is what you "actually" want here to "duplicate" an existing order? In other words, is the desired action to be able to take an existing order of any status and "duplicate it", thereby creating another order of same type to same library to same vendor, and then order additional inventory?
    Or: are you ordering additional concurrent users, as is typically done via a service.
    This is not a statement of any development plans but rather an inquiry for additional information.

  7. 5 votes
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    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello Sue. To follow up on Asaf's inquiry:
    For example if you create a new authority record in the metadata editor and add these subfields they may be added and there is no error message.
    You mention for example 100 subfield k.
    If you add an authority record with 100 subfield k then after validation there are no alerts.
    To show this I added a file (picture) to the idea called "100 subfield k in authority.png"

  8. 5 votes
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    2 comments  ·  Alma » Acquisitions  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Thank you for your suggestion 'Add Reporting Codes to Invoices' in which you state ‘Reporting Codes can be applied to POLs only’.
    Please note that it already is possible to add Reporting Codes to Invoices. For each invoice line it is possible to add a reporting code.
    This appears in the “Invoice line” screen below the “Quantity” field and above the “note” field.
    You will see it when both adding a new invoice line and when editing an existing invoice line.
    This is also present in the screenshot titled “Invoice Line Details Page – Create Invoice Manually” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Acquisitions/030Invoicing/020Creating_Invoices
    It is also described at the same page.
    The invoice line reporting code is also part of the xsl which is exported via an integration profile of type ‘finance’. See https://developers.exlibrisgroup.com/alma/apis/xsd/invoice_payment.xsd#invoice_line_list

  9. 9 votes
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    2 comments  ·  Alma » Other  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Thank you for your suggestion. Regarding working simultaneously on acquisitions and fulfillment:
    Have you already defined your circulation desk to support acquisition work orders?
    This can be done in the “work order types” tab of the circulation desk.
    If you have already defined this and still have an issue, then can you please supply a specific example?
    Which acquisitions activities do you need to “scuttle”?

  10. 8 votes
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    1 comment  ·  Alma » Acquisitions  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hi. Thank you for your idea. It appears as though your suggestion can be achieved already via the recent "Funds Expenditure" addition to the "Physical Items" subject area. Please see presentation "Analytics - Overview of the addition of the fund information into the physical items subject area.pdf" at https://knowledge.exlibrisgroup.com/Alma/Product_Materials/Overview_Materials/Presentations_and_Documents

  11. 3 votes
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    AdminYoel Kortick (Senior Librarian, Ex Libris) shared this idea  · 

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