• Avatar Yoel Kortick Ex Libris

    Senior Librarian at Ex Libris.

  • How to use the general Publishing Profile to send a file of ISBNs of records owned by institution to an ftp server
    It is possible to use a general publishing profile to produce a MARC file of records belonging to a logical set of the institution's repository.The MARC file can be in XML or binary format.If it is not desired to send the entire bibliographic record then a normalization priceless can be applied using a normalization rule…

    ALMA GENERAL

    Alma Normalization Rule Examples
    see also: Normalization Rules in AlmaRemove all fields of record except 020 ISBN and 001 MMSIDrule "remove all fields except 020 ISBN and 001 MMSID" # This rule first copies the 020 to temporary field ABC then deletes all other fields except 001 then puts the ABC back to 020 when (TRUE) then copyField "020"…

    ALMA Normalization rules

    Example of new order from OASIS matching and using existing bibliographic record in Alma
    In addition to this blog see also Create PO line API: How the bibliographic record is determined.This blog will show a real-life example of a situation in which a new order is created from OASIS and a matching bibliographic record already exists in Alma.  Due to configuration in the new order API configuration profile in…

    ALMA REAL-TIME-ACQUISITIONS

    How to automate the process of sending an Alma Analytics report to an FTP server.
    As of July 2019 it is possible to automate the process of sending an Alma or Primo VE Analytics report to an FTP server. There are situations in which an institution needs to supply data via Alma Analytics to "another dept. of the institution".For example, a list of invoices which have been paid to vendor X…

    ALMA ANALYTICS

    Understanding and Using the Primo Search API as a guest in the developer network
    This blog includes specific instructions of how to fill in the field parameters of the Primo search API as well as tips of where to take them from for your specific case.The Ex Libris Developer Network allows a user to test APIs with read-only functionality (GET) even while not logged in to the developer network.In…

    ALMA PRIMO

    EOD (Embedded Order Data) with multiple funds for a New Order Import Profile
    In this post we will discuss using an EOD input file whichCorresponds to field / subfield mapping in the "New Order Import Profile"Includes multiple fundsFirst a quick short comment for those who do not want to read the full blog:In order to define multiple funds in an EOD file define in the import profile define…

    ALMA EOD

    Alma Analytics - Transaction Expenditure Amounts for Physical and Electronic Resources
    In the January 2019 Alma Analytics release new fields were added to Funds Expenditure subject area "Fund Transactions" folder.These new fields are pre-filtered measures bytype of expendituretype of POL.The "type" here may be "physical", "electronic" or "general".These measures are useful for viewing trends and statistics for print and electronic expenditures as well as PO lines.As…

    ALMA ANALYTICS

    Alma Analytics - Discovering why the usage may have decimal points in the cost per use
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"There are cases where the usage may appear as decimal values.  This depends on how the report is made, and reflects a proportion of the usage based on…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Matching the resource from COUNTER report to the resource in Alma for cost per use
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"When a COUNTER report is loaded to Alma either manually or via SUSHI harvesting there is an attempt to make a match between the resource in the COUNTER…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Overview of determining the price for cost per use
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"There are four situations in which the cost of an electronic resource must be determined for Alma Analytics cost per useThe resource does not have it's own POL…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Determining the price for cost per use for a portfolio which has its own POL of type Continuous
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"In this case we are referring to resources which have their own POL.This is not a case where the POL is for an entire electronic collection and the…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Determining the price for cost per use for a portfolio which is part of a collection which has a POL of type One Time
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"Note: This document concludes with an "actual example"Theoretical ExampleWe have fiscal periods:FY-2017: from July 1 2017 to June 30 2018FY-2018: from July 1 2018 to June 30 2019FY-2019:…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics – Determining the price for cost per use for a portfolio which is part of a collection which has a POL of type Continuous
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"Question:In the Cost Per Use of the E-Inventory subject area how does the cost get determined when the portfolio does not have a POL?  The electronic collection to…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Determining the price for cost per use for a portfolio which has its own POL of type One Time
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area. Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data" Note: This document concludes with an "actual example"   Introduction: A POL of type One Time has one transaction of type expenditure. However, it is used…

    ALMA ANALYTICS COST-PER-USE

    Using multiple New Order API integration profiles
    Introduction Introductory note:  The examples here are "just examples" and do not necessarily reflect desired match routines or normalization rules for each New Order API integration profiles.  The names of the profiles, the names of normalization rules and the match methods used here are only examples. If one institution is integrating with multiple vendors for…

    ALMA REAL-TIME-ACQUISITIONS

    Exporting from Alma using PERL and the Alma Analytics API
    Contributor: Margaret Briand Wolfe, Systems Librarian, Boston College.  margaret.briandwolfe@bc.edu   This blog will discuss using PERL to call the Alma Analytics API.  It will also show examples of how to use the resumption token and input parameters. The presentation was originally given at the Eluna 2017 conference. The full code example is available in GitHub…

    ALMA

    Publishing records from Alma to HathiTrust 2
    Contributors: Connie Hendrick. Data Systems & Services, University of Minnesota Libraries c-hend@umn.edu Yoel Kortick.  Senior Librarian, Ex Libris  Yoel.Kortick@exlibrisgroup.com Step 1: Create itemized set of physical items Create Excel file with header: Barcodes; format column as text so that numeric strings do not convert to scientific notation. Upload record set: Alma menu > Search and…

    ALMA PUBLISHING/EXPORT

    Printing in Alma
    Alma works in a cloud and thus as is the case with cloud based software all physical printing (printing to paper) is based on email rules.The email rules are made in external (not Alma) software.For printing (to actual physical paper) in Alma many libraries have used external software such as Namtuk (for pay) and "Thunderbird"…

    ALMA PRINTING

    Alma Offline Circulation
    Loans and returns can be performed when network connectivity is disrupted, using the Offline Circulation utility. For additional information see the Alma On Line Help at 'Fulfillment  > Advanced Tools > Offline Circulation'. To download the Offline Circulation utility click here.

    ALMA

    Publishing records from Alma to Hathi Trust 1
    Contributors: Margaret Briand Wolfe. Systems Librarian, Boston College margaret.briandwolfe@bc.edu Yoel Kortick.  Senior Librarian, Ex Libris  Yoel.Kortick@exlibrisgroup.com Attachments: Main Explanatory Document (includes instructions and references to other attachments) Accompanying PowerPoint Presentation Perl File untar_hathi.txt (rename suffix to .pl) Perl File alma_to_hathi.txt (rename suffix to .pl) Normalization Routine Hathi Trust - 5 Hathi remove all except 001…

    ALMA PUBLISHING/EXPORT