This blog post assumes that the user is already familiar with creating calculations in Data Visualization, as described in previous blog post How to use functions on fields in Data Visualization (DV) In this blog post we will do as follows: Create a field called "Loan date and time" which combines (concatenates) fields "Loan Date"."Loan…

This blog post will discuss specifically How to use the Alma Refine cloud app for service ORCID.You may wish to first view How to activate and use the Alma Refine cloud appSee also:Ex Libris Introduces Cloud Apps Open FrameworkThe Ex Libris App CenterDeploying Cloud AppsAnnouncing the Cloud Apps Open Framework for the Ex Libris Higher-Ed…

See also: Examples of OAI SyntaxIn this blog post we will show how to use the resumption token when retrieving records via OAI.For example, the following URL will retrieve records in MARC21 format for set "person_entity_set_spec".See Examples of OAI Syntax for additional examples.http://yilis.exlibrisgroup.com:1801/view/oai/CZ_INST/request?verb=ListRecords&metadataPrefix=marc21&set=person_entity_set_spec ONECopy the resumptionToken value from the bottom of the list of results, for…

How to create and print QR codes directly from Alma and LIBstick? See also: Using LIBstick to print labels in Alma How to activate and use the Print in LIBstick cloud app Quick guide to using LIBstick to set up a label template and print labels LIBstick is a cloud label printing service which integrates…

In this document we will show it is possible to create a local holdings note index for holdings record field 952 subfields x and z. For example, in the holdings record below there is a 952 field with subfields x and z. This holdings record is for title “Beyond words : anthology of poems /…

Before using this blog it is recommended to first see the blog How to activate and use the Item updater by Excel cloud app.  We will assume here that the reader has already seen the blog How to activate and use the Item updater by Excel cloud app. In the example below we will move…

In this blog post we will be using Primo Analytics Data Visualization (DV) to analyze which facets are being used in our Primo VE discovery.  Along the way we will create two different calculations to further analyze the situation. While Alma Data Visualization and Primo VE Data Visualization are accessed from separate menu entries, the…

In this blog post we will be using Primo Analytics Data Visualization (DV) to analyze which countries have users (and how many) accessing our Primo VE discovery. See also YouTube video Displaying a map visualization with Primo Analytics Data Visualization We will begin by using a table and the switch to a Map visualization. While…

In this blog post we will be using Primo Analytics Data Visualization (DV) to analyze how much Primo VE Browse is being used and also compare it to basic search While Alma Data Visualization and Primo VE Data Visualization are accessed from separate menu entries, the methods of using the Data Visualization is the same…

See also:Ex Libris Introduces Cloud Apps Open FrameworkThe Ex Libris App CenterDeploying Cloud AppsAnnouncing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video)Cloud Apps in Alma (Video)The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such as Alma, Primo VE backoffice, Esploro,…

In this blog post we will be using Alma Analytics Data Visualization (DV) to change the default percent to be the percent and the actual value. The method for doing this is the same in Primo VE Data Visualization and in Alma Data Visualization. The method is also the same for similar visualizations (in addition…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

This blog will describe a situation whereby the institution receives a list of e-book ISBNs from a vendor and wants to make a set in Alma of type 'electronic portfolios' which will contain all records in Alma which contain an ISBN from the vendor file. The process is straightforward: Run the job 'Overlap and Collection…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

Question In the example below there is A 264 field with 2nd indicator ‘3’ with subfield c '2011' (2nd indicator 3 = Manufacture) A 264 field with 2nd indicator ‘4’ with subfield c '2010' (2nd indicator 4 = Copyright notice date) In the 'details' section of Primo VE I want to display each of the…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

It is possible to create sets in Alma from Alma Analytics reports. For detailed information on this topic see Creating sets in Alma from Alma Analytics Reports. This is often useful because it allows the staff user to take advantage of the rich functionality of Alma analytics to filter and retrieve a very specific set…

A dva file is a file containing a Data Visualization workbook.  In this blog post we will be using Alma Analytics Data Visualization (DV) to export a workbook to a dva file and then import the dva file to Alma Analytics Data Visualization (DV).  We will export from one environment and import to another environment. …

QuestionWhen a record has a 776 subfield z (ISBN of the related record) or 776 subfield x (ISSN of the related record) it appears in the “Identifier” field of the Primo VE “Details” display.  How can I remove it?  I only want the 020 to display for the ISBN and the 022 to display for…

Introduction This blog will show how to integrate financial payments from Alma Acquisitions to Priority's Financial Management module. We will focus on the payment of invoices. Note that it is also possible to pay POs (Purchase Orders) via this same integration (and not only invoices). Details about Priority‘s Financial Management module can be found at…

ONE Log into the developers network and choose "Build my APIs > Reports > History > Group by API Key" TWO Choose desired date range THREE Click "Go" FOUR See results in desired time range.  API Key names and last 4 digits appear in legend under graph (blacked out here for security)     FIVE…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

There may be situations where you may want to display only part of a string based on characters which appear before,  after or part of a string.Here we will show two examples using the "Network Number" and the "Subjects", both of which are part of the sharded "Bibliographic Detai;ls" folder.Example using the "Network Number"For example…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

In this blog post we will be using Alma Analytics Data Visualization (DV) to perform a function on a specific field.  We will do the REPLACE function.  Other examples may be, for example, to use the LEFT or RIGHT function. The method for using functions is the same in Primo VE Data Visualization and in…

Please see the movie here and  presentation here , for instructions and tips on using the Ex Libris Secure FTP service from FileZilla.See the blog post here for details about using it from WinSCP and shell scripts.

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

This blog post will discuss specifically how to make a custom format in the "Print Bib Records" cloud app.Before reading this blog a prerequisite is to first see How to install and use the Print Bib Records cloud app .See also:Ex Libris Introduces Cloud Apps Open FrameworkThe Ex Libris App CenterDeploying Cloud AppsAnnouncing the Cloud Apps…

This blog post will discuss specifically How to use the Alma Refine cloud app for service Wikidata.You may wish to first view How to activate and use the Alma Refine cloud appSee also:Ex Libris Introduces Cloud Apps Open FrameworkThe Ex Libris App CenterDeploying Cloud AppsAnnouncing the Cloud Apps Open Framework for the Ex Libris Higher-Ed…

The following blog will describe how to define an R5 SUSHI Account in Alma, with a focus on three platforms:  ProQuest, ProQuest Ebook Central and Alexander Street Press.    Defining these SUSHI accounts will allow for automatic harvesting of usage data from the platforms via the SUSHI Harvesting job . You may wish to also see…

This blog will explain how to use existing Alma Analytics reports to export data from Alma Analytics to UK Solutionpath (also known as "Solution Path"). More specifically, the data will be ingested by UK Solutionpath to STREAM (The UK Solutionpath Student Retention, Engagement, Attainment and Monitoring platform). The export of the data from Alma Analytics…

In this blog we will describe how to use the “Data Updated As Of” field to ensure that a report will be retrieved by an API after the ETL completes.As a prerequisite for this blog it is highly recommended to first see:How to use an API to retrieve an Alma Analytics report in 5 easy…

In this blog we will describe how to use the "limit" and "ResumptionToken" parameters in the Retrieve Analytics Report API.As a prerequisite for this blog it is highly recommended to first see How to use an API to retrieve an Alma Analytics report in 5 easy steps.The "limit" and "ResumptionToken" parameters are explained in the…

see also:Working with normalization rules on the Ex Libris Knowledge Center and Normalization Rule Examples from Hanoch Roniger of Hebrew University.Note 1:  If you do copy/paste here make sure the quotation marks transfer correctly.Note 2: Some of the examples use "priority" and some use "salience".  The "priority" and the "salience" work the same way.When there is…

There are three blogs on the topic of using LIBstick:How to install and use the Print in LIBstick app = Describes how to install, configure and use the Cloud AppQuick guide to using LIBstick to set up a label template and print labels = A very brief overview of how to set up the labels used…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) There are three blogs on the topic of using LIBstick: How to install and use the Print in LIBstick app = Describes…

This blog post will discuss specifically How to use the Alma Refine cloud app for service GND.You may wish to first view How to activate and use the Alma Refine cloud appSee also:Ex Libris Introduces Cloud Apps Open FrameworkThe Ex Libris App CenterDeploying Cloud AppsAnnouncing the Cloud Apps Open Framework for the Ex Libris Higher-Ed…

In this blog post we will be using Alma Analytics Data Visualization (DV) to create a a bar graph of most used platforms for previous year. We will do this using OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with Alma in the framework of Alma Analytics. ONE Access the Data Visualization…

See also Working with Analytics REST APIs and How to use an API to retrieve an Alma Analytics report in 5 easy steps . In all examples below change apikey=01234567890 to your real API key. Related blog post How to use an API to retrieve an Alma Analytics report in 5 easy steps discusses how…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also: Ex Libris Introduces Cloud Apps Open Framework The Ex Libris App Center Deploying Cloud Apps Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video) Cloud Apps in Alma (Video) The cloud apps is "an open framework which allows developers to write apps which run inside Ex Libris higher education products such…

See also the YouTube video on the Alma Print Daemon.The Alma Print Daemon allows the institution to automatically print to a defined a printer those letters which have been sent to the Printouts Queue.While this blog will focus on the Print Daemon, it is highly recommended to first be familiar with the setup and functionality…

This blog post will show how the "Catalog" and navigation work in Data Visualization (DV) and Analytics.We will do this using OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with Alma in the framework of Alma Analytics.The Data Visualization and Analytics are tightly integrated and include the same "Catalog".The "Catalog" of Data…

In this blog post we will be show how filters are used with Alma Analytics Data Visualization (DV). We will do this using OAS (Oracle Analytics Server) Data Visualization. The method for using filters is the same in Primo VE Data Visualization and in Alma Data Visualization. There are four kinds of filters: Date Range…

To learn more about both OAS and DV and how they interact with Alma, Primo VE, Leganto and Esploro, see:YouTube videos about (Data Visualization (DV)Blogs about (Data Visualization (DV)PowerPoint presentations about Data Visualization (DV)In this blog post we will show a general introduction to OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with…

This blog post will show what's new in OAS (Oracle Analytics Server) showing some of the many new features as reflected in Alma Analytics.You can learn more about the OAS here: https://www.oracle.com/business-analytics/analytics-server.html.  Note however that each implementation of OAS may differ and not everything in this link is what will be implemented.  This is merely…

There are sometimes cases where a user views COUNTER usage date in Alma Analytics and may wonder why the data appears the way it does. For example he or she may think that in actuality there is more (or less) usage than what is reflected in Alma Analytics.  Or, he or she may have downloaded…

ONELog into the developers network and choose "Build my APIs > Reports > History > Group by API Area"TWOChoose desired date rangeTHREEClick "Go"FOURSee results in desired time rangeFIVENote that the desired date range is also included in the "Download in CSV" results

In the example below we will use https://www.whatismyip.com/ to get our IP address.We will use https://www.ipaddressguide.com/cidr to convert the desired IP range to format CIDR (Classless Inter-Domain Routing).ONEOur IP address is 212.205.179.166The CIDR format for range 212.205.179.166 - 212.205.179.167 (which includes our IP address) is 212.205.179.166/31TWOWhen creating a new API key or editing an existing…

In this blog post we will show that the New Order API integration profile is designed to match on an ISBN.We will then see that when a new order is created the order is attached to an existing bibliographic record if one exists with the same ISBN as in the input.As supplementary material see also:How…

There are three blogs on the topic of using LIBstick: How to install and use the Print in LIBstick app = Describes how to install, configure and use the Cloud App Quick guide to using LIBstick to set up a label template and print labels = A very brief overview of how to set up the…

In this blog post we will be using Primo Analytics Data Visualization (DV) to analyze which devices are being used in Primo discovery. While Alma Data Visualization and Primo VE Data Visualization are accessed from separate menu entries, the methods of using the Data Visualization is the same (it is the same Data Visualization but…

In this blog post we will show how it is possible to use Google Developers Charts to display visualizations of live data from Alma Analytics on a web site.   The access from Google developers Charts to the data from an Alma Analytics report is done via an API.In the example here we will use two…

We will look at resource title "Public Culture" ISSN 1527-8018 in Alma and Alma Analytics and see how the following is determined:usagecostcost per useWe will also focus on the use of the COUNTER Platform field in the electronic resource editor of the Alma user interface.  For more information about filling in the COUNTER platform in…

This blog will focus on creating a resource sharing partner of type ISO 18626 via an API in your institution.The developer network already discusses resource sharing partners.See also in the developer network specifics regarding creating a partner.Additionally, the developer network provides a generic sample input file for the resource sharing partner in both XML and…

In this blog post we will create an itemized set and add items to it using an API. Note that in order to create and populate the itemized set you will need an API key for read write in the configuration area. ONE Create the itemized set using this API with POST https://api-eu.hosted.exlibrisgroup.com/almaws/v1/conf/sets?combine=None&set1=None&set2=None&apikey=01234567890 Here is…

In this blog post we will run an import profile to import records into Alma using an API.Note that in order to retrieve profile IDs and Jobs IDs and run jobs you will need an API key for read write in the configuration area.ONEGet the import profile ID by retrieving (API GET) all import profiles…

In this blog post we will combine data from an Excel input file together with data from the Funds Expenditure subject area of Alma Analytics. We will do this using  Data Visualization. In this specific example we have an Excel file with two columns: The POL number (also exists in Funds Expenditure subject area as…

In this blog post we will be using Alma Analytics Data Visualization (DV) to create a forecast. While Alma Data Visualization and Primo VE Data Visualization are accessed from separate menu entries, the methods of using the Data Visualization is the same (it is the same Data Visualization but with different data). In the example…

Note that if you do copy/paste here make sure the quotation marks transfer correctly.Often when creating an integration with an Alma Analytics report it is useful to use a regular expression in the "edit formula" field in order to be able to filter by values which do or do not have certain stringsThese integrations might…

See also:Examples of OAI SyntaxSetting up OAI IntegrationA set of bibliographic records can be published (exported) in OAI format using the general publishing profile.ONEIdentify the set of records which you want to export in OAI format.We will use set "Subject equals Feminist Theory"TWONavigate to "Resources > Publishing > Publishing Profiles" and choose "Add Profile >…

A set of bibliographic records can be published (exported) in MODS format using the general publishing profile.ONEIdentify the set of records which you want to export in MODS format as well as the FTP environment to which you want to export the records.We will use set "Subject equals Feminist Theory"We will use FTP environment files.dc03.hosted.exlibrisgroup.comTWONavigate…

In the example here we will use an API to retrieve the item Receiving number, Weeding number and Weeding date.These fields will be present in the item recorded only if the relevant sequences are defined.  They and are not used by all institutions.See Configuring Physical Item Sequences for more information about the Receiving number, Weeding…

Often when creating an integration with an Alma Analytics report it is useful to filter by an SQL statement.These integrations might schedule an Alma Analytics report to an FTP server, or perhaps use an API to retrieve an Alma Analytics report.SQL statements will retrieve by dynamic dates, rather than hard coded dates.  This is particularly…

See also: How to create an order via an API in your institution in 5 easy steps.This blog will focus on creating an order with an interested user via an API in your institution.The developer network already discusses how to create an order using an API. See for example Create PO Line , specifically the…

See also Receive an Existing ItemONEIdentify the following mandatory information to be able to receive the existing item:POL ID. In our case it is POL-45389Item ID. In our case it is 2343589980000121Date of receiving. In our case it will be June 17, 2019. This is the format: 2019-06-17The code of the department where the item…

Information regarding creating the set may be found on the developers network at "Documentation > Alma > REST APIs > Configuration and Administration > Create a Set".In the example here we will create (POST) a set by first retrieving (GET) an existing specific set and using the syntax of that set to create a new…

See also:How to use an indication rule to retrieve all records with no language in the 008 field.pptxIndication rules and set filtering.pptxIndication rules contributed by the community in the community folder of the metadata editor under "Indications rules > Community"Retrieve all records which contain a 780 and a 785 and a 022 fieldrule "Retrieve all…

See also: How to create a user via an API in your institution in 5 easy steps.In the example here we willRetrieve a user with GETEdit the outputUse the edited output as input for a PUT to update the user.ONENote that user with primary identifier "Lynn Crown" is record type publicWe will change that record…

See also: How to use the resumption token when retrieving records via OAIIn the example here we have an integration profile of Integration Type "OAI Repository Definition" as follows:We also have a general publishing profile which publishes records in MARC21 xml format.It publishes to:Set Spec: SetSpecProjectGutenbergSet Name: SetNameProjectGutenbergOAI Identify to get OAI details:https://eu00.alma.exlibrisgroup.com/view/oai/EXLDEV1_INST/request?verb=IdentifyOAI List Sets:…

This blog will focus on creating a user via an API in your institution.The developer network already discusses how to create a user using an API. See for example Create User.Additionally, the developer network provides a generic sample input file for the Create User API in both XML and JSON format.However, this blog focuses on…

This blog will focus on creating a bibliographic record based on an existing bibliographic record  your institution.The developer network already discusses how to create a bibliographic record using an API. See for example Create RecordAdditionally, the developer network provides a generic sample input file for the Create Record API in both XML and JSON format…

This blog will focus on creating an order via an API in your institution.The developer network already discusses how to create an order using an API. See for example Create PO LineAdditionally, the developer network provides a generic sample input file for the Create PO Line API in both XML and JSON format.However, this blog…

The following are common APIs for Acquisitions Vendor Integration.This is a supplement to the following:Real Time Acquisition General Overview Instructions for Institutions Instructions for vendors General overview of ExLibris APIs methodologyIn the following cases1. Replace the API key 972y26499l369k with your actual API key.2. Replace https://api-eu.hosted.exlibrisgroup.com with your geographic location as described in section “Calling…

The only required configuration for the institution to use SRU is to define an SRU integration profile. For information regarding the profile see: See: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/030Resource_Management/190SRU_SRW_Search https://developers.exlibrisgroup.com/alma/integrations/SRU Here is an SRU profile: Once the integration profile is set up it can be used.  No other configuration is required. The base URL for SRU requests is: https://<Alma…

Information regarding "How to use an API to retrieve an Alma Analytics report" is available in this blog post, and official doc is available here.See also: How to use an API to send filters and retrieve an Alma Analytics report in 5 easy steps .It is possible to both retrieve the data of an Alma…

See also:Working with brief record levelsBrief record levels functionality in AlmaContents:The brief record rule for brief levels based on record contentThe list of brief level search index descriptions for brief levels based on record contentThe brief record rule for brief levels based on LDRThe list of brief level search index descriptions for brief levels based…

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 process can be applied using a normalization rule…

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…

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 during time period Y to Z.This is in addition to sending / accessing the report via an API or via a scheduled email.The…

Preliminary Note:For an example of doing a GET API call for Primo search paste this into your browser or REST clienthttps://api-eu.hosted.exlibrisgroup.com/primo/v1/search?vid=API_GUEST_INST%3AAPI_GUEST_INST&tab=LibraryCatalog&scope=MyInstitution&q=creator%2Ccontains%2Celia%20zafrani%2CAND%3Bany%2Ccontains%2Ccloud%20computing&qInclude=facet_tlevel%2Cinclude%2Conline_resources%7C%2C%7Cfacet_rtype%2Cexact%2Cbooks&lang=en&offset=0&limit=10&sort=rank&pcAvailability=true&getMore=0&conVoc=true&inst=API_GUEST_INST&apikey=l7xx2af7939c63424511946e0fcdc35fe22aIntroduction: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…

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…

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…

This relates to the "Usage" which appears in the "Cost Usage" folder of the Alma Analytics E-Inventory subject area.Default reports and dashboard are in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"There are cases where the usage may appear with decimal values.  This depends on how the report is made, and reflects…

This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Regarding the matching of the resource from the COUNTER report to the resource in Alma you may wish to also see How the Cost Per Use is calculated when the COUNTER Platform field is filled in in the electronic resource in Alma.When a…

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…

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…

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:…

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…

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…

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…

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…

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…

NOTE: Printing via emails is no longer required. The recommended way to handle printing is to use the online printing functionality instead. For more details see the online help 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.…

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.

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…