AdminYoel Kortick (Senior Librarian, Ex Libris)

My feedback

  1. 145 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    9 comments  ·  Alma » Analytics  ·  Admin →

    Do you envision this being in the ‘vendors’ folder of the ‘Funds Expenditure’ subject area?
    Is the official list of request fields as follows:
    Vendor account code
    Vendor account name
    Vendor contact names
    Vendor account contact names
    Interface URI

    You requested vendor interface user ID and password but with all due respect it could be problematic to include username / password in analytics.

    The vendor folder in the ‘funds expenditures’ subject area already has:

    Additional Code
    Create Date
    ERP Code
    Modification Date
    Vendor Code
    Vendor Name
    Vendor Status

    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hi, we would be most appreciative if you could let us know which specific fields you want and from where. There are a lot of open questions. Here is the situation. Comments of course are welcome. Thanks.

    1. There are contacts on the level of the vendor and contacts on the level of the account.

    2. On the level of the vendor there is a "contact information" tab which contains a section "Email Addresses". There can be here multiple email addresses.

    3. Also on the level of the vendor there is a "contact people" tab which contains a list of contact people. Each contact person has a "general information" tab and a "contact information" tab, and the "contact information" tab can have multiple emails.

    5. On the level of the account each vendor can have multiple accounts and each account can have multiple contacts and each contact can have multiple emails.

    So we have a multiple one to many to many relationship here.
    One vendor can have multiple accounts, each of which can have multiple contacts with multiple emails.
    One vendor can have multiple vendor level contacts each of which may have multiple emails.
    What would happen if one vendor has multiple contacts each of which has multiple emails? For example would they be strung together and delimited with a semicolon? (for example as bibliographic subjects are in the shared bibliographic details folder).

    6. What is an example of the kind of report you would like to make if these fields were added? That would guide us as to where and how they would be added to Alma analytics.

    7. Perhaps we could link this to the POL and use the vendor account of the POL. But then what if the vendor account does not have contact people? Would we then take from the vendor level? Would we also take from the vendor level even if the vendor account of the POL does have contact people? Would it be the contact people "at the time the order as sent" or the contact people at the "current time"?

  2. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Alma » Analytics  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Dear Nichole:
    Thank you for your request. Just to make sure we are not having any misunderstandings can you send us please an electronic collection ID (or electronic portfolio id) and the corresponding screenshot of the specific place where the data appears which you want to be in analytics.
    Please also send us the step by step directions to get to this location (While your request is clear lets make sure we are all talking about exactly the same place).

  3. 124 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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?"

  4. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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

  5. 203 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Alma » Analytics  ·  Admin →
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Dear Clement and Karen:
    Regarding your comments from Oct. 2:
    If you would be willing to share with us your reports for IPEDs and ACRL by putting them in the community folder under

    /shared/Community/Reports/Shared Reports/Reports/Industry Standard Reports - ACRL
    /shared/Community/Reports/Shared Reports/Reports/Industry Standard Reports - IPEDs

    then we will review them, make sure nothing such as user groups, dates, or library names are hard coded, create prompts when needed, and then put them under:

    Shared Folders/Alma/Industry Standard Reports/ACRL/Reports
    Shared Folders/Alma/Industry Standard Reports/IPEDs/Reports

    Then, like the other industry standard reports, there will be a community version which each institution can edit and share, as well as "out of the box" and "not editable" version under the Alma folder.

    In summary: if you want to share these reports with us we will be glad to put them in the official version. You yourselves can contribute to the community.

    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Currently there are several "out of the box" institutional standard reports in Alma Analytics.

    The Industry Standard reports include the following folders:
    • Shared Folders/Alma/Industry Standard Reports/ARL/Reports
    • Shared Folders/Alma/Industry Standard Reports/SCONUL/Reports
    • Shared Folders/Alma/Industry Standard Reports/CAUL/Reports
    • Shared Folders/Alma/Industry Standard Reports/DBS/Reports
    • Shared Folders/Alma/Industry Standard Reports/BIBSYS/Reports
    • Shared Folders/Alma/Industry Standard Reports/ESGBU/Reports

    These folders each correspond to the following organizations:
    • In North America the reports are for ARL (American Research Libraries)
    • In UK they the reports are for SCONUL (Society of College, National and University Libraries)
    • In Australia the reports are for CAUL (Council of Australian University Librarians)
    • In Germany the reports are for DBS (Deutsche Bibliotheksstatistik)
    • In Norway the reports are for BIBSYS (collaborating with all Norwegian universities and university colleges as well as research institutions and the National Library of Norway)
    • In France the reports are for ESGBU (Enquete Statistique Generale aupres des Bibliotheques Universitaires)

    These reports were originally created by the user community and stored in the community folder under /shared/Community/Reports/Shared Reports/Reports/Industry Standard Reports - .

    At a later stage they were put into the default out of the box reports with prompts (instead of hardcoded values such as user groups, library / location names, and years).
    Institutions still use the community folder to share new ideas and suggested modifications.
    We would be more than delighted to add new out of the box industry standard reports for additional organizations.

    In order to have reports which meet the user demands as best as possible we suggest that dedicated folders for of the additional organizations be opened in the community folder and then the community can tell us when they are ready and where they are. We can then take those reports, make sure nothing is hardcoded and instead uses prompts, and then put them into the default out of the box folders under the Alma folder.

    Additionally: Regarding the comment about extracting Data for Hathi Trust see
    https://developers.exlibrisgroup.com/blog/Generating-Print-Holdings-Information-Requested-by-HathiTrust
    and
    https://developers.exlibrisgroup.com/blog/Publishing-records-from-Alma-to-Hathi-Trust

  6. 0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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.

  7. 26 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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?

  8. 97 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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.

  9. 5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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"

  10. 5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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

  11. 9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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”?

  12. 8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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

  13. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    AdminYoel Kortick (Senior Librarian, Ex Libris) shared this idea  · 

Feedback and Knowledge Base