AdminYoel Kortick (Senior Librarian, Ex Libris)

My feedback

  1. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Alma » Analytics  ·  Admin →

    We have begun to investigate this more in depth and thank you very much for your three suggestions of how this can be implemented. In order to decide how best to implement this it would be useful to first know what “business needs” you are trying to address. What types of reports are you looking to create? What information do you need to get and what types of reports do you want?. Note that today the bibliographic details folder already has the collection ID and collection name.

    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    We have begun to investigate this more in depth and thank you very much for your three suggestions of how this can be implemented. In order to decide how best to implement this it would be useful to first know what "business needs" you are trying to address. What types of reports are you looking to create? What information do you need to get and what types of reports do you want?. Note that today the bibliographic details folder already has the collection ID and collection name.

    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Thank you for this suggestion. It has been added to the long term roadmap. The status has been changed to planned.

  2. 5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Request for more information:
    In this idea it is requested that "last loan date", "last return date" and "inventory date" be added to the shelf report.
    We need to understand more of why this is desired. What is the ultimate goal here? The shelf report is designed to enable the institution to know
    - what items are on the shelf but are marked in Alma as not on shelf (for example on loan)
    - what items are not on the shelf but are marked in Alma as "in place"
    - what items are on the shelf but in the wrong order on the shelf.
    We need to understand the connection between a report of this nature and your desire to have fields such as "last loan date" in such a report. We are looking forward to your comments.

    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello. As described at

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/050Inventory/040Managing_Physical_Resources/Managing_Physical_Item_Inventory_Using_Shelf_Reporting

    The purpose of the Shelf Report is "to see if items are in place, misshelved, or missing."

    You are asking to add fields "last loan Date, last return date,inventory date".

    These fields are disconnected from the purpose of the Shelf Report. Therefore we would like to know what your ultimate goal in using this report is. Perhaps it can be achieved in a different method. What is your goal in using this report and why are last loan date, last return date and inventory date important?

  3. 103 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    For organizational purposes and so that it will be easy to fiind this presentation I am putting a link to it in a public comment:

    How to add an additional process type to Alma using the Work Order functionality.pptx

    https://knowledge.exlibrisgroup.com/@api/deki/files/87255/How_to_add_an_additional_process_type_to_Alma_using_the_Work_Order_functionality.pptx

    We will investigate the latest comments regarding the desire to be able to update the process type in the change physcial items jobs without creating a work order.

  4. 161 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Under Review  ·  3 comments  ·  Alma » Analytics  ·  Admin →
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello. Thank you for your idea. Please explain why it is not sufficient in this case to use the field "Material Type Indicator" in folder "Usage Data Details - Release 5" in the "Usage Data" subject area. You can filter it by "begins with TR-" to get the title reports.
    See attached pictures.

  5. 8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Hello.
    Thanks a lot for this idea.

    Please see "How to use a normalization rule to combine data from two different holdings record fields into one bibliographic field via the publishing profile.pptx".

    This achieves the goal of this ideas exchange "idea".

    The full link to the presentation is as follows:
    https://knowledge.exlibrisgroup.com/@api/deki/files/86323/How_to_use_a_normalization_rule_to_combine_data_from_two_different_holdings_record_fields_into_one_bibliographic_field_via_the_publishing_profile.pptx

  6. 16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Alma » Analytics  ·  Admin →
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Thank you for this suggestion.
    Here is a comment and inquiry. Your response will be greatly appreciated.
    It is assumed that if an item moves from one library to another library or from one location to another location in the same library then it is "transited" (meaning it went into transit and was eventually scanned in at the circulation desk of the destination library or location).

    The "Item Historical Events" dashboard at "/shared/Alma/Item Historical Events/Dashboards" uses the subject area "Physical Item Historical Events".
    Currently there is a folder in this subject area which is called 'Item went into transit".
    It includes, among others, the fields "Transit from library" and "Transit to Library".
    This can be used to find items which were transited from one library to another library.

    Do you want us also to add "Transit from location" and "Transit to location" to this folder?
    If you want something different than "Transit from location" and "Transit to location" to this folder then please elaborate and explain.

  7. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    thank you for this suggestion. We will remove this old folder. In fact we are in the midst of a major "out of the box folder in Alma Analytics cleanup project". As a result of your suggestion here, in the Feb. 2020 release we will delete the folder "Electronic Resource Collection Overlap" under "Shared/Alma".
    The reason it can be deleted is because we have added this information to report "Titles with multiple portfolios" in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data/Reports"
    This report is in dashboard "Electronic Cost Usage Dashboard".

  8. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    Good afternoon and thanks a lot for your idea.
    For a normalization routine which fills in 008 pos. 7-10 from the 260 or 264 c see "Fix and populate 008 position 7-10 year from 260 and 264 subfield c" at https://developers.exlibrisgroup.com/blog/alma-normalization-rule-examples/

    Additionally, the reason you have "2013" as a default there may be because it is in your default template.

  9. 12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Alma » Analytics  ·  Admin →
    An error occurred while saving the comment
    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.

  10. 10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  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.

    An error occurred while saving the comment
    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

  11. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Analytics  ·  Admin →
    An error occurred while saving the comment
    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.

  12. 247 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    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.

  13. 5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    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"

  14. 7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Alma » Other  ·  Admin →
    An error occurred while saving the comment
    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”?

  15. 8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Analytics  ·  Admin →
    An error occurred while saving the comment
    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

  16. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    AdminYoel Kortick (Senior Librarian, Ex Libris) shared this idea  · 

Feedback and Knowledge Base