Evidence Gathering
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DateSubject from ListServListServ Posted ByLabeling/Mapping from AlmaProblem DescriptionRelated SF CasesResolutionOtherAdded by
6/7/2016Inaccuracy in Analytics - deleted item statisticsRichard McCart - RMITLabeling/Mapping from AlmaNo life cycle indicator for holding detailsRichard says they do not have barcodes for their serials items so they cannot use the life cycle indicator in the Physical Item Details dimension. But I would think the bigger problem for him is that holdings do not show up at all (deleted or otherwise) for records with no physical items.Margaret
6/27/2016Understanding/AccessThe course reserve SA needs the full user details dimension added for instructor and owner information which includes primary identifiers.Right now there is a semi-colon separated list for instructors and owners but this is not enough information to link in other userful information from the Users SA. Ex Libris added the semi-colon separated list of instructors for Boston College as a temporary fix but they need to work on a permanent solution for this data.225485Margaret
7/27/2017(BC Internal Emails)Margaret Briand WolfeUnderstanding/AccessThere is no way to report on cancelled serials in analytics. This isn't handled well in Alma either. BC uses the subscription to date and adds a cancellation note on the notes tab. Neither of these fields are mapped to analytics. We actually feel we add a lot of meaningful information to the notes tab and would like to be able to report on these notes (not just to find cancellations but to find other things as well).no case opened by BCMargaret
5/22/2013Alma-Analytics-Multiple Subject AreasTony Homfray - Plymouth Understanding/AccessThis email asked several questions, most of which were answered but for: "When I add fields from two subject areas I get no data. When working with data from 2 Subject Areas I can add fields from either area and get data in the results, but as soon as I add a field from the other Subject Area, it returns empty."
Later clarificatopn: "Choosing fields from more than one Subject Area in a single report is what I was referring too. A Support Call to Ex Libris has confirmed that this isn't possible at the moment, but that there is an open enhancement request for this. No timescale for when it might happen though. I agree with you that this functionality will be really useful when we get it."Alice
6/20/2013Curly Alma Analytics QuestionMonica Omodei - SwinburneUnderstanding/AccessOur purchasing staff used to get a regular monthly report of the items that had been marked as missing during the previous month. This is easy to replicate in Analytics but their previous report included the number of copies we held of the same title, which is important information in terms of a decision about replacing the item or not, as well as the number of loans on all copies, not just the missing one.There are measures in the core table “Num of Items” and “Time Loaned” but they are at the item level, so the first is always 1 and the Times Loaned is only for that particular copy of the title. The report needs to be at the item level because we are looking at missing items, but they would also like included the number of copies of the same title that are held and the total number of loans made for all copies.From Janet Lutes: I played around with this and pretty well created a set of results that replicated yours. This is a situation where in Voyager reports.mdb I would have run this initial query, and created a Make table (static answer). Then done a second query, pulled in the first answer table and then an out join from the bib id to the mfhd id and the fields at that level. My understanding of OBI is that you cannot currently do this, that is write a second query based on an initial answer. We did talk about this in design and review sessions and I tried to make the point that this was necessary functionality but obviously was not successful.The reason why you cannot do it in your present query is because it has criteria attached and the other holdings do not meet this criteria. Submit an SI (or what ever SalesForce is calling their incidents).Alice
11/5/2015Alma Analytics Getting a list of POLs with Status Sent/Waiting for InvoiceSkalk van der Merwe - Victoria University of Wellington Labeling/Mapping from AlmaThe only values mapped to Funds Expenditure PO line status are Active, Cancelled, Closed, No way to identify POLs with a status of Sent or Waiting for Invoice.From Fran Abbs at Sheffield: It is possible to build sets in Alma using Acquistions - Manage Tools - Advanced Sets. Choose a workflow of Sent or Waiting for Invoice. The problem with using Alma sets is you can't control what fields get output to Excel and sometimes the data you need isn't in the output at all.Margaret
11/13/2015Alma Analytics: Link Resolver UsageEd Jones - National UniversityKnowledge/EducationI am trying to design a meaningful report on link resolver usage within Alma and would be grateful for whatever insights the community can provide. In particular, I’m mystified by what I am viewing when I count clicks on Source (what the documentation defines as “the source of the OpenURL context”). The values I see in the report (e.g., “gale_ofa”, “wj”, “crossref”) are difficult to correlate with anything that matters in terms of measuring usage.Bill Constantine at UNSW.AU recommended that Ed see a document they created and sent on the ListServ documenting what they thought the data meant: UNSW sent an email on Tuesday, 27 October 2015 with the subject line: [ALMA-L] UNSW Australia : testing of the ‘Link Resolver Usage’ Analytics Subject Area - our discoveries so far. This is a case where analytics users are creating documentation for other analytics users based on what they think the data means instead of having access to documentation from Ex Libris.

Analytics missing data - fine fee - item barcode and call number
Alex Forrest - U of EdinburghLabeling/Mapping from AlmaWhen a field of the "Loan Details" dimension is added to an existing report in the “Fines and Fees” subject area and that line contains a null value data ends up missing from the reportYoel says a fix for this was supposed to be in the February 2016 release. Alex, can you confirm?Margaret
11/4/2015Cost per Usage Reports in Alma AnalyticsLisa Roberts - California State University at SacramentoUnderstanding/AccessThe canned report 'Cost per use journal' reflects accurate numbers but the canned report 'Cost per use package details' does not. Why?From Richard McCart at RMIT - 'We pay for most of our ejournals by the package but analytics does not allow you to get the package information in the same report as the usage data. If you could you could sum up all of the usage for the package and divide it by the POL.' It seems package information is missing from the Usage Data so you can't get a meaningful report?Margaret
114/2015Patron Requests - AnalyticsSheila Barcroft - Edinburgh Napier UniversityUnderstanding/AccessOne of our SLAs is based on the time taken to fill Patron Requests between our campuses. We measure this through reports on in Transit items but would like to be able to compare against total numbers of Requests. We’ve been unable to find a method to find either the Total number of Patron Requests over an academic year, or Transited Requests. Has anyone been able to build reports of this kind.You can't currently run a report in Alma on past events. You can only report on items in-transit now and not on items that have been in-transit in the past. This enhacement request made the top 10 list for 2016 so hopefully Ex Libris will come out with a fix for this in the near future.Margaret
11/13/2015Resource Sharing Analytics QuestionsBill Pollard - Anglia Ruskin UniversityLabeling/Mapping from AlmaWe’re trying to pull out a list of the journals that have had the most Resource Sharing borrowing requests but Journal Title is missing...SF 132218Journal details (title, volume, pages) are not currently available in the Analytics Borrowing Request subject area. Ex Libris plans to add them but does not say when.Margaret
11/13/2015Strategies for reports with URLs and reconciling portfolio and bib record URLsMonica Ihli - Library Discovery & Technical ServicesUnderstanding/AccessI was wondering if anybody had figured out a way to generate reports that list URLs. Sometimes it would be nice to be able to create reports that include Electronic Collection Level URL or Portfolio URLs. For example, we might want to run a report that ensures URLs in Bib records are consistent with the URL in portfolios, but I cannot think of a way to do this. We could map a local marc field to analytics which stores a copy of the 856, and so generate a list of URLs from bib records that way, but this wouldn’t give us a means to reconcile bib records with electronic inventory. Surprisingly, export portfolios jobs also do not include URLs.Margaret
11/17/2015Temporary Physical Locations in AnalyticsChris Sloan - University of AdelaideUnderstanding/AccessThe Physical Items SA Temporary Location Dimension is missing the "Item is in temporary location' flag. The Fulfillment SA completely lacks the Temporary Location Dimension. In the Physical Items SA it's impossible to know where an item 'Currently is' when working in the Physical Items SA.Margaret
12/8/2015Analytics Withdrawn Books StatusZach Holly - LatrobeUnderstanding/AccessNo way to tell in analytics when an item was moved to a different location (such as a withdrawn location)See above - you can't run a report on Alma on past events...Margaret
1/29/2016Analytics Reporting on Note FieldsSamuel Nesbit - SussexUnderstanding/AccessThe notes field in the Electronic Portfolio tab in Alma is missing from the E-Inventory SA Possible workaround: This is available from Electronic Portfolio sets in AlmaMargaret
2/5/2016Analytics - Course Reserve - Number of loansAlex Forrest - U of EdinburghUnderstanding/AccessThere is no item or loan stat information in the Course Reserve section of Analytics.
We want to be able to include number of issues for the copies which are on a Course Reserve lists if possible.
Ex Libris says number of loans for physical items in the course reserves SA is on the roadmap. There is no indication Ex Libris will add item information to the Course Reserves SA any time soon or add a key to be able to use the Fullfilment or Physical Items SA with itMargaret
2/18/2016Analytics and Course ReservesSteven Espinoza - CSU San MarcosUnderstanding/AccessIt is not currently possible to create reports in the Course Reserves SA that returns the following data: Number of Courses, and/or New Courses Added during specified dates
Number of Items on a Course Reading List, and/or Added to Course Reading Lists during specified dates
Number of Physical Item Checkouts per course and/or per title
Number of Page Hits on E-Reserve course content per course and/or per title
Ex Libris says number of loans and e-reserve page hits is coming. There is no indication Ex Libris will add item information to the Course Reserves SA any time soon or add a key to be able to use the Fullfilment or Physical Items SA with itMargaret
2/17/2016How to report on the contents of 856 tags in analyticsTim Graves - SussexUnderstanding/AccessDo any of you know if there is a way to search the contents of 856 tags using Analytics?The 856 is not mapped to analyticsMargaret
2/8/2016Reply to John's IGeLU/ELUNA Analytics SIWG Call for participationJustin Kelly - SwinburneUnderstanding/AccessEx Libris should open access to OBIEE (Alma & Primo Analytics) to Tableau.This is up for voting in the Idea ExchangeMargaret
2/6/2016Using Analytics to get Cataloging StatsLisa Nickum - Colorado School of MinesUnderstanding/AccessIn Analytics, I am using the Physical Items and E-Inventory subject areas only looking at Bibliographic Details (MMS Id, Title, Author, Creation Date, Creator) filtered by creation date. When I get the results, I can see only those records that were brought in by Search External Resources by creator (i.e., cataloger), but not the Import Profiles. The records brought in by Import Profile are usually under the creator Ex Libris. When I examine Monitor and View Imports, each import is assigned to a specific creator (i.e., one of our catalogers, not Ex Libris). So I am confused. Is there a better way to create individual cataloger statistics?
3/17/2016Analytics - ReportsPatricia Alvayay - Univ of Kentucky College of LawLabeling/Mapping from AlmaI am trying to run a report on the number of times our course reserve items have been checked out but we want it by item type for the month (we don’t want each individual item listed, we just want to know how many times our 2 hour, 4 hour and 1 Day items were checked out). My problem is that I can’t see how to do that under the Subject Area of “Course Reserves.” So I decided that I would just run a report through Fulfillment but under Physical Item Details “Temporary Item Policy” isn’t available there. So I decided that I would try the Subject Area of “Physical Items” but I can’t narrow down the number of loans to just the month of February 2016. When I try to use more than one subject area and run the report I keep getting and error message.Many problems here. Course Reserves are at the title and not at the item level. Loan counts for both e and print are missing in course reserve.Margaret
4/29/2016Analytics of the Analytics?Michael Johnson - Univ of MinnesotaLabeling/Mapping from AlmaWe're looking at doing a review of our Analytics- what's being used, what's out of date or obsolete, and the question came up: Is there any way (in either Alma or Alma Analytics) to identify what reports/dashboards are being used, by whom, and how often?Margaret
5/5/2016Analytics - removed notesSamuel Nesbit - SussexUnderstanding/AccessDoes anyone know if it’s possible to report on historical notes in the Users subject area in Analytics? We’d like to be able to identify the content of notes that have been removed (in error, or procedurally) from the Notes tab on a User’s record, as well as any Blocks that have been applied / removed in the past.Margaret
5/5/2016Vendors - contact info in analyticsSamuel Nesbit - SussexLabeling/Mapping from AlmaVendor Contact Information and Contact People are missing in analytics in print, electronic and funds expenditure subject areasMargaret
7/28/2014Analytics and billing reportsDineen Grow - UW-MadisonWants to run a report based on the last time the report was run. Would like to have a report that will tell us which patrons have incurred overdue fines since the last time the report was run. We would also like a second report that would tell us who has paid fines since the last time the report was run.Someone offered this "I don't think you can directly do that within Analytics. But the way I would go about this is using the Analytics API and write a script that would check the date the report was last modified or created and use that date for the Analytics query."Scott
7/22/2014Analytics: Making a graph entirely out of Calculated ItemsCaitlin - Texas Woman’s University LibrariesWants a way to make a graph or table solely out of calculated items. Trying to make a graph which shows the loans per month for each Course Reserve item by its subject areaNo reply to her post. Scott
7/24/2014Analytics helpChris Sloan - University of AdelaideProblem/BugUser SA. User ID doubling error. Two unpublished cases referenced.
(00084496) (00078090)
A workaround solution was offered using the CAST function. Scott
7/22/2014Combining usage data with other subject area in AnalyticsRobert Ferguson - Washington StateHe would like to create an analysis that combines fields from Usage Data with fields from other subject areas. At time of posting Usage Data had no shared dimensions with other SAs. Scott
7/4/2014Using Alma Analytics to report on physical titles with no items attachedFran Abbs - SheffieldIs there a way to report out the bibliographic and holdings details for the recrods that only have Holdings records and no item records? No reply to post. Scott
8/13/2014Deleted items not reflected in Alma AnalyticsStephanie Hudner - Northeastern UniversityWithdrew two items yesterday - I retained the bib record in Alma for the first withdrawn item and I withdrew the bib record associated with the other withdrawn item. I'm not seein item information in Analytics for the item that was attached to the withdrawn bib recordScott
8/11/2014Invoice transaction amount in AnalyticsTom Girke - CSIROInvoice traction amount in Analytics seems using incorrect exhange rate95127Scott
3/16/2015Alma analytics earlier and later titles Joanne Rowan-University of AucklandLabeling/Mapping from AlmaI am trying to create a report in Analytics for serials that includes the previous and later titles from the 780 and 785 MARC fields. I have not been able to find them in any of the subject groupings. I know for Voyager reports they had to be added using SQL. Does anyone know if it is possible to add them in Alma analytics.One Workaround: Here is what it has come down to for BC: dumping the fields I can get out of either Alma or Analytics and then taking that output and running it through a perl script which calls the bib, holdings or item APIs and adding in the information that I cannot get from Alma or Analytics. A long workaround to build a report and something our staff needs my intervention for but without SQL access to our data this seems to be the only way to build reports with information we actually need. Second Workaround: I suppose if you were deviant you could create two 9xx tags with a normalization rule from 780 and 785 but that would be rather doing it in a roundabout fashion. Would be much easier if Ex Libris just indexed them. Davin
3/13/2015Analytics fulfillment report narrowed by Major of students
Stefanie Gorzelsky-Saint Martin’s University
Knowledge/EducationI am trying to run an analytics report for number of yearly checkouts by students in a specific major. Looking at student records, the major is listed under the statistical category 1. However, when I try to add the statistical category 1 filter to my analytics report, it is not pulling any data and the report will not run. For the Statistical Category 1 field to be populated the values have to be present in Alma in User Management | User Details | User Statistical Categories, which for us is not feasible because of the large number of courses and departments we have. You also have to set up the code tables 'Category Types' and 'Statistical Categories/Types'. Finally you need to set up the required mapping in Analytics | Configuration Menu | Analytics User Statistics. The fields will then be populated after the next Analytics data update.

If you are interested in one specific major, and that data is present in the Users subject area in Statistics | Statistical Category then I would recommend a sub-query, which I use quite a lot.
I would create an analysis in the Users subject area including the Primary Identifier, or other ID, and filtered on Statistics | Statistical Category.
I would then create another analysis in the Fulfillment subject area including the user's Primary Identifier with the filter 'is based on results of another analysis', using the first report.
3/19/2015Analytics - running a report that will include linking informationCathy Maskell-Leddy Library, University of WindsorLabeling/Mapping from AlmaI am trying to find where in Analytics I can get the link information for a Portfolio included in a report. I know the links can be huge but my set isn't too big so should be ok. Have looked at all the e-inventory fields in Analytics and can't see where I can list the link information for a record or group of records. I don't think it is there but thought I would ask the community just in case I am missing it. We queried this with SalesForce recently as we wanted to generate a list of URLs for certain collections and portfolios, their answer was basically it can’t be done (yet).
You can generate a list of every single URL in Alma by going to the Resource Management Configuration page (Resource Management Resource Configuration Configuration Menu), click Export URLs in the Record Export section. There is currently no other way to get URLs into an analytics report however, we have suggested it as a development though. Sorry for the bad news!
4/2/2015Analytics, search a specific MARC fieldKun LinKnowledge/EducationDoes anyone know how to search a specific MARC field in Alma analytics? I am specifically looking for 245 $h - Medium (NR) field. But it will be good to know how to search other fields. You can search the bib, items and holdings information using the APIs. I have begun writing reports in perl using the APIs because I can’t get the MARC data I need in reports from analytics. Second Response: “It's not planned to populate any kind of information from BIB or holdings records to Analytics. You should use existing manage sets and export functionality wherever possible. For some of your use cases it might be helpful to copy the relevant tag to a local 9XX field via normalization rules, and then populate this field to Analytics (as we did a few weeks ago with the 999 field). Up to 5 local fields can be configured to be populated to Analytics.”

So in clear, what you need to do is:
1. Define one or more 9xx fields that you want to use for analytics (max. 5). e.g. 950
2. Ask ExLibris to add the 950 field to the mapping table for analytics (only 5 local fields can be added and used in Analytics)
3. Create a NR and copy the field /subfields you need to the 950 field
4. Once ExLibris has added the local field and once the export “Alma2Analytics” has run (every night), the local param is available in Analytics (“physical items” subject area bibliographic details).
5. When you’ve finished, you can delete the 9xx field in your records using a NR.

If you define one or two 9xx fields for the use case “I just want it to make available in Analytics”, you don’t have to ask Ex Libris every time to add them to the mapping table, so the whole process is a bit faster than the first time (however, you’ll always have to wait 1 night to have the data in Analytics). Don’t forget: This procedure is only necessary for fields that aren’t already present in Analytics
4/29/2015Design Analytics: MMS_Id - clickable PRIMO linkStuartKnowledge/EducationIn analytics how do I convert the MMS_Id column into the corresponding URL, ideally, as a hyperlink with the title as the link text? [Or maybe there's a report I can cannibalise?]

In analytics in the 'New' drop down, I don't seem to have access to any of the items under 'Published Reporting' including the relevant-sounding 'Style Template' Is that normal? Do we get access at some later date?
There is a section "Adding text to the results .." in the Alma Analytics manual p.82 in the Sept. 2014 version. This shows you how to add text to a results field. I don't know if adding prior text is harder but there is also a concatenation example in the same section of the manual. Hope this helps. Second Response:For reference, the formula to generate HTML of the title that links to the PRIMO item is:

'<a href="http://primo-direct-apac.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=VUW&fn=search&vl(freeText0)='||"Bibliographic Details"."MMS Id" || '"' ||"Bibliographic Details"."Title"||'</a'

My next issue is that OBIEE is locked down so much that we don't have the rights to declare columns as anything but "Plain Text" or "Plain Text (don't break spaces)".

5/21/2015 Analytics Help NeededAllison Erhardt-University of Manitoba LibrariesProblem/Bug I’m trying to create an Analytics report that shows me what items I hold in more than one library. That part is easy enough; Ex L put out a document in the Customer Portal that explains how to do that. But, I have an added complication. I want to see only those items from one specific Unit Location that also happen to have holdings in another libraries. So, I added to the criteria that ExL outlined (which is The things that the arrows point to) But I got an error message… The long one that ends in “ FETCH FIRST 65001 ROWS ONLY 1 – Filter the report by letter the title starts with –(i.e where title
starts with ‘A’)

- So you run the report for each letter of the alphabet – and then for
numbers – takes time but should get around the row limit

2 – Use the Alma Analytics API to fetch the report

– the API allows you to continue the report when it hits the max 65k
rows, the API allows you to call the next section of the report, and
repeat until the report is fully finished

-Its uses resumptionTokens – like the OAI protocol

3 – Dump the full Alma records into a local database and query via SQL

We had a similar issue where we were trying to find the duplicated based
on isbn between our physical and electronic holdings

We ended up exporting all the records into a local database for analysis
5/4/2015Query Bib/Holdings Data When No Items Exist?
Stephen Meyer
Knowledge/EducationQuestion: is it possible to query Alma Analytics bib and holdings data when no items exist for the records?I was under the impression that this functionality would be in this months update to analytics. Someone told me yesterday that they already need a hot fix for the update. Not sure what that means but functionality should be coming soon.Davin
9/23/14Analytics: "record was created" refers to holdings?Rachel Birri BlezonLabeling/Mapping from AlmaWondering if "record was updated" "record was created" is referring to holding record or another type of record. Also where she can find a description of the event types and what they are referring to.No resolutionScott
9/26/14Creation date in AnalyticsRobert Ferguson - Washington StateLabeling/Mapping from AlmaDoes anyone know where Analytics gets Creation Date in Physical Items/Physical Items Details, and the Create Date in Physical Items/Bibliographic Details? That is, where these are coded in the Alma records?No ResolutionScott
10/06/14Analytics - measuring cross-campus requests over timeEmily Owens - VCUProblem/BugHas anyone found a good method for pulling cross-campus request numbers from Analytics? We'd like to track the number of patron physical item requests over time, along with the pickup location and owning library. Before the Request SA, we approximated this by tracking number of loans from a specific desk, and the home location of the item. The problem with this method was that it only reflected items picked up by the patron, not total requests.With the Request SA, we seem to have the option of tracking pickup location and owning library while the request is active, but these clear out once the request is complete.We'd be very interested to know how other libraries are measuring cross-campus requests over time, if at all. Thanks in advance.No ResolutionScott
10/08/14Analytics No loansHelen WardProblem/BugFulfillment SA only includes items which have had circulation activity. No ResolutionScott
10/24/14Inconsistent data extract from AnalyticsMichael Johnson - Univ of MinnesotaProblem/BugAlma Analytics simply gives different results for seemingly inexplicable reasons?No ResolutionScott
9/27/2016ALMA ANALYTICS - Display Name instead of Owner ID number?
Stacey van Groll - Univ of Queensland
Understanding/AccessWould like display name from My Account information to display in reports audit trail and brief information instead of Owner ID number. The Owner ID is meaningless so it's hard to tell who last modified a report.9421No ResolutionMargaret
9/21/2016ANALYTICS - Any tips on how to keep me sane!Samuel Nesbit - SussexProblem/BugLots of chatter on the listserv about the 'spinning wheel of frustration' in analytics. When you try and open a dimension in a SA and nothing happens, the wheel spins and spins to no avail. Need to close analytics, logs out of Alma, log back into Alma and go back into analytics. Even this doesn't always fix the problem. Sometimes Analytics is just too slow345214Margaret
12/12/14Analytics Widget AdviceWendy Clark - ClarkIs there a setting we can adjust in Analytics or Alma to display a nicely formatted message instead? Something like, “There are no items to display,” would reassure our part-time staff and be easier on the eyes.Scott
12/2/14Analytics "record was create" refers to holdings?Michael Loran - Natural History MuseumProblem/Bugout of the box cataloguer activity reports at the NHM don’t seem to bear any relation to reality so I'm having to create my own reports based on the create date field in the bib recordNo ResolutionScott
1/16/15Alma Analytics : Whereabouts of the PIDPeter Jansen - U of AuclandLabeling/Mapping from AlmaPID not availble in Analytics. This part of the Alma UI but is not mapped to analytics. The PID (i.e. the intellectual entity (IE) number in its OPAC/Published form becomes the source record ID in Primo (permalink) and is also needed to integrate with third party reading lists.
116164 (opened by Sheffield)
No ResolutionScott
1/23/15Alma Analytics questino re E-resourcesLaurel KristickProblem/BugI would like to create a report of e-books with the URLs (linkages) for each title. Is there a way to do this in Alma Analytics? No ResolutionScott
2/25/15Analytics Usage Data for Ustat data, reporting on only activated portfoliosWade GuidryHas anyone figured out yet how to run an analytics reports against UStat data (“Usage data” subject area) for just those journals (portfolios) that you have activated in Alma?No ResolutionScott
2/19/15counting withdrawn items in AnalyticsRobert Ferguson - Washington StateProblem/BugHow are you counting withdrawals (items and titles actually removed from the collection)?No ResolutionScott
5/27/2014E-Reserves Stats in AnalyticsChris Martin - North Dakota State ULabeling/Mapping from AlmaIs anyone aware of a timetable for adding e-reserves statistics as a category in Analytics? We’re tracking loans for physical course reserve items on a monthly basis, and it would be very helpful to have a more complete picture of how often our patrons are using reserves.80204Still waiting for e counts in Course Reserves SAMargaret
10/18/2016Analytics - Journal Title in Borrowing RequestsSamuel Nesbit - SussexLabeling/Mapping from AlmaJournal Title is missing from the Borrowin Requests Subject Area. the Bibliographic Title field which yields the title of the article, not the Journal. Margaret
Acquisition Material Type in Analytics

Amanda Echterling-Virginia Commonwealth Universi
Labeling/Mapping from AlmaIn the Fund Expenditure Subject Area only "PO Line Type" has the data point "Acquisition Material Type." Therefore, I assume this data is being pulled from the PO Line Type Table in Acquisitions.

However, we make changes to the "Material Type" on the PO Line.

The "PO Line" sub-subject area in Analytics doesn't have "Material Type" as a data point.

Therefore, when we make order level changes to the Material Type can we not pull that together in Analytics reporting? Or is it named something else in Analytics that I do not recognize?
No resolutionDavin
7/23/2015Analytics report on fines/fee transactions please
Andrew Brown-Gwasanaethau a Systemau Casglu
Knowledge/EducationDear Alma users,

With end of financial year rapidly approaching and the need to audit fine/fee payments, I’d like to ask if anyone would be able to supply an Alma Analytics report please that’s able to list fines/fee transactions paid with totals at each Alma circulation desk on a particular day / range of dates.

I’m guessing that I’m not the only one who needs this, so if there’s a canned report or if someone has created one already that would be much appreciated as I’m still getting my head around the Alma data structure!

Kind Regards,
No resolution Davin
Analytics: Report of active requests with both no of copies and no of requests?
Rachel Salby - La Trobe UniversityKnowledge/EducationDoes anyone know if it is possible to create an Analytics report of currently active requests that lists on a title level both:

· The number of active requests.
· The number of items we have for that title.
No resolutionDavin
7/23/2015Database join qualities in AnalyticsTim Graves - SussexProblem/BugI am working an an Analytics report of patrons created after a certain date.

Some of the patrons will have an ‘Identifier value’ called ‘Barcode’, while others will not. I want to report on all them regardless of whether that value exists.

So far, my report will happily list all the patrons – until the moment I add the Identifier value. I imagine it must be a database join property, whereby patrons are dropping off my report when they don’t hold a certain value.

Can anyone give me some pointers for how I can tell Analytics to do this?
Salesforce Case of similar problem was submitted by Pauline Smith-JFK University. No Resolution. Case number not listedDavin
7/9/2015PDAs/DDAs in Analytics ReportLes Moor-University of Manitoba Libraries Knowledge/EducationI need a to get an Analytics report that lists some details about our PDA records. Does anyone know how to get just PDAs in an Analytics report? We use Alma’s built-in PDA management so I thought I could specify one of the “Portfolio PDA IDs” that all of our PDAs have, but I don’t see a field like that in any of the tables in the E-Inventory group in Analytics, and the Analytics user guide doesn’t refer to anything like it. Anyone have any ideas? What we found most helpful was to group individually purchased titles in a separate local collection which had the same public name for display as the CZ collection. In this way we could easily distinguish the two different Collections and associated portfolios in Analytics.
8/4/2015 Analytics - set of continuous orders with no invoice linesSion Romaine- University of Washington LibrariesKnowledge/EducationI want to create a set in Analytics of all active, continuous POLs that have no invoice associated with them (i.e., the subscription is active but we’ve never made a payment). I can get a set of all continuous orders that includes invoice information, but I can’t figure out how to filter out just those with no invoice lines at all.

Have any of you giant-brained Analytics experts been able to do this? Thanks,

Hello Siôn,

Some options:

Is ‘Null Values – Include rows with only null values’ unticked in Table Properties in the results tab compound layout editor?

You may be able to add a filter to exclude rows that have some field being null.

If you put a copy of what you are working on somewhere in the community analytics area someone should be able to take a look.

John (normal size brain)
Analytics query: loans and returns time usage
Matthew Hooper- Flinders UniversityKnowledge/EducationWe’re trying to track down some issues with self-check loans being reversed due to the material being unable to be desensitized (due to the patron moving the item before they are desensitized). This seems to cause the loans to reverse as a result, and material being picked up from another branch goes into in-transit, and local material looks returned, but the patron walks out the door with it (Yay! Gate sensors).

I thought it would be a simple matter of running an analytics query to see where anything borrowed from the self-check units has a total loan time of less than 30 seconds, but the fulfilment subject area in analytics has no return or loan timestamps. They have loan date and loan time, but no loan date + time (like every over subject area which is the frustrating bit). And the loan/loan days measure just measures in whole days as an integer.<sigh>, so my analytics query looks for completed loans with a timestamp difference between the loan and return date of zero, but I can’t seem to do anything with the loan and return time fields to see how many seconds the loan was for..

Does anyone have a working analytics query to get the duration of a loan in hours/minutes etc? I’ve tried converting to date/time and then doing a timestamp diff, but because the to_datetime function requires something in the format like dd/mm/yyyy hh24:mi:ss it doesn’t work with just the time by itself.
In theory, something like Thanks,

evaluate('to_datetime(%1,%2)' as timestamp, cast("Return Date"."Return Date" as char)||' '||cast("Return Date"."Return Time" as char), 'DD-MON-YYYY HH24:MI:SS')

as the column formula should return a timestamp. But I can’t get it to work. Just get an error.

Let us know if you find a solution.
Analytics Report-Split funds on pol's
Jill Hawkins-Open UniversityI have created an Analytics report to display POL list price and the fund split (if applicable). I have the PO list price and PO line pct, but what field in Analytics do I use to pull the funds from the POL? I tried the transaction amount, but this converts foreign currency into GBP, which we don’t want. We need to see the POL fund split in the POL currency.

Any help would be much appreciated.

No resolution- Case Opened by UniversityDavin
8/27/2015Is anyone else having problems in analytics with queries based on other queries?Matthew Hooper- Flinders UniversityProblem/BugI’m in the process of doing a shelf list report, with the idea that the shelf list will use MMS IDs sourced from another report, which looks for items in a particular location. The goal being to find all other copies of that title within a given branch.The base report is a union query of titles in the particular location where they’re not in a temporary location, and union’ed with titles in the location where it’s temporary. The base report works fine and returns all the MMS IDs involved, but as soon as another report is based on that query it returns the above error – even if I just want MMS IDs, which is what the first report is returning.

Does anyone have any suggestions? It’s driving me nuts, because doing something similar in the users subject area works fine, and I’m wondering if I have to do two reports. One with items in that location as a temporary thing, and another report where the current location isn’t temporary. That’s not really going to work for a combined shelf-list. I’ve copied some screen grabs of the individual union query criteria, and even tried filtering on items with a life cycle not being deleted to see if that would work, but without any luck.

What I’m finding is that basing any reports on my location report, and just pulling out MMS IDs for example, is bringing up an annoying errorI’ve even tried changing the base report to do a ‘this condition + that condition’ OR ‘this condition + some other condition’, but the end result seems to be the same.

Hi all,

Just updating everyone - that so far the September release seems to have made some improvements to this problem. I was able to generate a query of about 1300 results using the MMS IDs from another query.
I haven’t tried to see if there’s a limit, but for the result set I was looking at it seems to have been fixed.
Analytics API
Brendan Farrell-Victoria University of WellingtonProblem/BugHi,

This is for anyone who has been using the Alma Analytics Restful API.

I feel as if I must be missing something obvious here, but how do you get the column names to be outputted when retrieving a report through the API.

The data is there, but the columns are ordered in a way that bears no relation to what I see visually in the criteria or report.

I don’t want to manually analyse each column that is exported and then base my code on it as I don’t know if the system will change the order in future if I add a column.

Any help would be greatly appreciated, I will happily feel like a blind fool.



Sadly, that is a "feature" of Oracle Business Intelligence. There's no
direct way of applying column names to the returned XML that I know of.
Here's what I do know.

1. The ordering is based on the Dimension Table and Field Names in
alphabetical order. Bibliographic_Details.MMS_Id will appear before
Bibliographic_Details.Title and Holding_Details.Holding_Id will appear
after those two. I gave a talk over the summer on using the Analytics
API that is linked to on the following Bitbutcket repo:

2. The above repo is a Python library I wrote to simplify using the
Analytics API. One of the features is that you can provide an input
configuration file that will relabel the XML for you (you have to figure
out the mapping though)When I created our dashboard (https://library2.lincoln.ac.nz/dashboard/) I had to do quite a bit of coding to manipulate the API output too (adding headers, removing columns etc). So there are a bunch of PHP functions at https://github.com/LincolnUniLTL/LTLstats if they're of use to anyone.

Analytics question: TopN versus the rest query?
Michael Rodgers-University of TennesseeKnowledge/EducationHi,

I’m trying to create a report for our Library Administration. The report will include the top 10 encumbered titles ranked #1 through #10, and then there will be an 11th line containing all the rest of the titles sub-totaled, with a grand total of all encumbrances at the bottom.

I believe this should be possible in Alma Analytics with the use of a pivot table. I’ve been trying to model a query following this Blog post (even though it is based on OBIEE v.10):
No resolutionDavin
10/19/2015Creating Analytics reports based on imported data?Tim Graves - SussexUnderstanding/AccessDear all,

Is it possible to create Analytics reports based on data imported from an external source – say a spreadsheet or delimited file?

I would like to be able to enhance some of our dashboards by including relevant data gathered by other systems.
No resoultionDavin
10/25/2016Analytics: Lending RequestsRobert Ferguson - Washington StateLabeling/Mapping from AlmaThe Lending Requests Subject Area is missing the Temporary Location dimension so you can't report on items in temp locs from this SANo resolutionMargaret
07/19/2016Primo August 2016 Release HighlightsExLibrisKnowledge/EducationOne submitted idea was delivered in the Primo May release: API for Primo AnalyticsAPIID=008828Alex
07/15/2016Primo August 2016 Release HighlightsExLibrisKnowledge/EducationReferrer and User Groups Subject areas available in OBIReferrer attribute added to: Action Usage 
User group attribute added to: 
·            Action Usage 
·            Facets Usage 
·            Primo Popular Searches 
·            Primo Zero Result Search
06/14/2016Report of all searches (not just popular searches) in Primo AnalyticsStephen Francoeur - CunyKnowledge/EducationBest options for total searches within a time period. Does anyone know if there is a way in Primo Analytics to get a report that shows ALL the queries in a given time period, not just the popular ones? With the popular searches report, there seems to be a threshold that cuts off searches that were run fewer than a certain number of times. I need to see the queries that were run just once or twice as well as the ones that were run dozens of times.Action Usage report - select Action group to filter search.I have just shared the reports I have been playing with to the Primo Community folder > Reports > Action UsageID=008682Alex
06/01/2016User groups in AnalyticsChristine Sloan - Barr Smith p AdelaideUnderstanding/AccessThe Primo May release webinar mentioned the addition of User Group information to Primo Analytics. Information was to be provided in the "Highlights" document on how to configure this, as it is opt-out by default and the data won't be available until August. I can see a new table in BO called "User Groups for Primo Analytics", but there is no documentation on this.ID=008657Alex
3rd June 2016RSS feeds?Corinna Baksik - HarvardUnderstanding/AccessDoes anyone successfully embed RSS feeds from Primo into websites or LibGuides? We hid the RSS option in the front-end because up until the release last November they broke after 24 hours. They still don’t seem to be entirely functional. I’ve had feeds set up for months in Feedly and Digg Reader, and neither has content more recent than April/May, even though when I visit the reed URLs directly and see the XML, there is content from June. .We repurposed the just-retuned/trending books carousel posted on the developers network a while back to look at new print+electronic and as part of the new books carousel it generates, it also spits out some RSS feeds.ID=008639Alex
30/05/2016Primo analytics now available in LTLstatsDeborah FitchettKnowledge/EducationLTLstats is a PHP application we’ve developed to showcase statistics from a number of our tools as a public dashboard. To date this has included Alma Analytics, Altmetric, DSpace, EZproxy, LibraryH3lp, MRBS, OAI feeds, Scopus, and Wikipedia – and I’ve just added Primo Analytics to the mix.ID=8609Alex
25/05/2016Œblended¹ and Œlocal¹ searches in Primo AnalyticsTim Graves Knowledge/EducationWe have been looking into our Primo Analytics, and I have been asked by colleagues for an explanation of what the difference is between ‘blended’ and ‘local’ searches.the Field Descriptions in the Action Usage Fact Table/Search Scope Type have a nice summary : A search attribute field that indicates which type of search scope was used in the search.. Search scope added in July releaseID=008592Alex
23/05/2016Userbility analyticsVicki Faulkner - ManchesterKnowledge/EducationWe’ve recently formed a UX group at the University of Manchester, and one aspect we’re looking into is using Primo Analytics to further expand our knowledge of how our users interact with and respond to our system here at the library. We’ve been discussing the various areas we feel may benefit from analysis, and we’re interested in what areas other institutions feel are key metrics to be looked at?ID=008581Alex
20/04/2016Analytics: Information about ReferrersChris Martin - ND Stat UniUnderstanding/AccessWithin Primo Analytics, is it possible to determine where visitors are coming from (visitor referrers)? For example, we’re curious about how often people are starting their search process in Google Scholar and then clicking through to Primo, versus starting directly in Primo. If anyone has an example report on hand, I’d greatly appreciate it.Added to May release?  Support of Referrer and User Groups for Primo Analytics. This enhancement enables the system to collect information about referring sites and patrons' user groups so that librarians can better understand their users' behavior. The collection of this data will start with the May release and will be available for reporting in Primo Analytics during the August 2016 release.
17 Aug 2016Primo Analytics question - session durationMike Rogert - Uni of TennesseeUnderstanding/AccessWe’ve received a request from a librarian for the average time that a user spends in a Primo search session. The Knowledge Center documentation defines Session Duration as the following: “The average session duration, which is counted from the first action to the last action within a session.” But it never tells if the figure given is in seconds or minutesI think it's minutes. I just compared our Google Analytics and Primo Analytics session durations, and they're pretty closeAlex
22 Sept 2016Analytics:list of failed logins/Primo analytics new idea postedFabiano Petrone - Università degli Studi di UdineKnowledge/Educationafter an unsuccessful ticket, I've posted to Idea Exchange the following enhancement: Primo Analytics: extracts the usernames related to failed logins
It would be great -with Primo analytics- building an analysis that extracts the usernames related to failed logins
Please vote for it if you consider it interesting. I've proposed it in analogy with EZproxy (this feature is yet present) as we've noted that a lot of our patrons tries to login with wrong usernames.Alex
27 Oct 2016analytics holdings display Michael Colby - ucdavisLabeling/Mapping from AlmaWe have been up on Alma and Primo since mid-August. We are struggling with how bibliographic analytics display to the public.
We follow the procedure of entering the MMS ID of the series (parent/host) in a 773 field, subfield w of bibliographic record for the title (child/unit). This results in a Primo display with two call numbers.
TE7.N23 no.826    v.1-2
TE7 .N23                 no.231(1982)- [much text deleted]                 
When a patron clicks on the first call number, this message displays:
No items exist. Please refer to the request options above
If the patron clicks on the second call number, the items will display. We have found, however, that most patrons select the first option and then are given the impression that the library lacks the title they seek and an ILL request should be placed.
This situation is frustrating to patrons and public services staff. Is there a better practice we could follow?(Posted to both Alma and Primo lists. Please excuse the duplication.)
28 Oct 2016Primo Analytics reportLinda Vendible - Joint Bank- Fund Lib- WashingtonProblem/BugI wanted to make sure I haven’t missed something in the Primo Analytics reports….but it looks like there is no way to get activity counts by campus. I see where to get counts for what happened On Campus, but not to get a count *by campus’s*. We are a network of  two organizations and we have typically entered our website/catalog activity counts by organization (set up as campus’s in Alma). Now it looks like we won’t be able to get that kind of breakdown unless we use Google Analytics. Suggestion to group by IP range .  Yes, but is the IP range available in Primo Analytics? I had looked but didn’t see that as an option.Alex
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