Versions Compared

Old Version 17

changes.mady.by.user Nikki DeMoville

Saved on

compared with

New Version Current

changes.mady.by.user Jung Ah Lee

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Here is a non-comprehensive list of resources to tell if usage stats are available:

  • Ex Libris Knowledge Center list of SUSHI-Certified Vendors
  • Project COUNTER Register of COUNTER Compliant Publishers & Vendors
  • AALL Legal Database Usage Reporting
    • EBSCO's Usage Consolidation Service User Guide - Designed for EBSCO's competing product, so it doesn't always work for Alma, but contains advice and updated SUSHI information for many publishers
    QuestionAnswer
    How do I set up SUSHI for Elsevier?

    You have to fill out an Elsevier request form before you can use SUSHI:https://www.elsevier.com/__data/assets/word_doc/0003/184791/Elsevier-SUSHI-application-form.docx 
    Here's a guide that explains in more detail: https://www.elsevier.com/__data/assets/pdf_file/0006/184776/how_to_use_elsevier_sushi.pdf 

    Here are the IP addresses you'll need to fill in:

    The following IPs/IP ranges must be allowed access to/from your institution. (Note that the IP ranges below are in CIDR notation.)
    In the U.S.A. (refers to the Ex Libris Chicago data center):
    66.151.7.40/29 [66.151.7.40-47]
    66.151.7.128/26 [66.151.7.128-191]
    66.151.7.192/28 [66.151.7.192-207]
    66.151.7.224/30 [66.151.7.224-227]
    66.151.7.236
    66.151.14.129
    74.217.12.128/27 [74.217.12.128-159]
    64.74.237.221
    64.74.237.229
    64.74.237.232/31 [64.74.237.232-233]

    Here is further documentation in the Ex Libris Knowledge Center:

    https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides/03Technical_Requirements_for_Alma_and_Discovery_Implementation#Alma_IP_Range

    How do I set up SUSHI for American Mathematical Society?

    Use the following values:

    • SUSHI Account: American Mathematical Society
    • Vendor URL (Books & Journals): http://<username>:<password>@www.ams.org/SushiService/BookAndJournalStats
      • Important: Replace the hyphen in your username with an asterisk (e.g. "CAPOSU-934" needs to be entered as "CAPOSU*934")
    • Vendor URL (MathSciNet): https://<username>:<password>@mathscinet.ams.org/SushiService/MathSciNetStats
      • Important: Replace the hyphen in your username with an asterisk (e.g. "CAPOSU-934" needs to be entered as "CAPOSU*934")
      • Also important: Note that the URL for MathSciNet stats is secure (HTTPS). The non-secure (HTTP) version will not work.
    • Requester ID: Put your password here
    • Customer ID: Put your username here, again replacing the hyphen with an asterisk
    • User Name: Put your username here, again replacing the hyphen with an asterisk
    • Password: Put your password here
    • Report Type: Choose JR1 for AMS journals and DB1 for MathSciNet
    • Counter Release: R4
    • All other fields may be left blank

    Image Removed

    How do I set up SUSHI for Silverchair-hosted vendors (e.g. AMA, ASME, Duke, GeoScienceWorld)

    Log into the Sitemaster admin page and select the COUNTER reports tab.  Scroll to the bottom and click on the "How do I use SUSHI to generate COUNTER reports?" link.  Enter your Requestor ID, Customer ID, and password as indicated (note that the password you used to log into Sitemaster goes in the Requester Email field).

    Image Removed

    • Note 1:  Your Sitemaster password can apparently change or expire without notice, and you must contact support in order to reset it.  If your password is no longer valid, your SUSHI harvests will fail.
    • Note 2:  Alma sometimes "sticks" when updating SUSHI account information.  You may need to try more than once and/or log out and back into Alma to retain the changes.  If SUSHI harvests still give an error after updating account information, use Test Connection with Response to see what information Alma is actually sending to the vendor.
    get a count of all my institution's e-resources including BOTH IZ and NZ-managed collections?

    In the past, we've recommended running a report in the Analytics module of Alma Network Zone. However, the report takes too long to run in the Network Zone so the current recommendation is to run the report in your own institution's Alma instance and to use the subfolders of Portfolio Details for Consortia Members folder in the e-inventory.

    Run the following analytics query. The example is for SJSU. In the last two filters, replace the institution code with your own institution code. (Refer to the list of Alma Institution Codes.)

    There are different ways to filter this query. The example below shows the report being filtered by Available For Group Members and Institution Code fields. You can also filter the report by using Available For My Institution field instead of using the last two filters in the example.

    Image Added


    Note that while most campuses can use Available for Group and Institution Name to filter the report by institution name, campuses such as Chico (CSUC) and Sacramento (CSUS) will need to filter by institution code. If these campuses filter by their institution names, Analytics will return results that incorrectly include similar campus names (e.g. CSUC also returns CSUCI and CSUS also returns CSUSB and CSUSM).

    (If you'd like to try to run a report in the network zone, the credentials can request from brandon dudley (Unlicensed).)

    In the E-inventory SA, which 'Institution Code' do I use for reports in the NZ Analytics vs. reports in the IZ Analytics?
    For reports in the IZ Analytics, use the Institution Code from the Portfolios Details For Consortia -- Institution folder. For reports in the NZ Analytics, use the Institution Code from the Institution folder.

    Image Added

    How do I sort by call # in an Analysis?Are there usage statistics available for this resource?Add

    Sort by the Normalized Call Number

    to your analysis.  Click on the menu to sort.  You can hide the column using

    field/column. To use the column for sorting but to hide in in the results, select hide under Column Properties > Column Format

    if you don't want to see it in your report.
    I got timed out in Analytics and now it's broken.

    First, remember to go back to Alma periodically and click on something to keep your Alma session active.

    If your session times out anyway (i.e. you get no results, you can't get back to the criteria tab, you get the endless spinning wheel or blinking dot icons), do the following:

    1. Go to the upper right corner and sign out of Analytics
    2. Look at the message in the middle of the screen and click on the tiny "here" link in "To sign in again, click here."
    3. Close the tab (don't actually try to sign in from this screen)
    4. Go back to Alma and go back to Analytics in the normal way through the Design Analytics menu item

    If you closed the tab on Analytics and try to go back, and all you get is the sign-in tab, close that sign-in tab and try again–it will usually work the second time.

    Note:  As of 12/24/2017, Ex Libris has accepted (i.e. moved to "Planned" status) the following from the Idea Exchange:  "Extend time before analytics times out."

    I want to turn my Analytics report into a set in Alma

    As of May 2018:  Alma now has the capability to create a set directly from an Analytics report.  Details here.

    1. Create the Analytics report that meets your needs
    2. Be sure to include Bibliographic Details.MMS Id as a field
    3. Export the report as Excel 2007+
    4. Remove all columns except MMS Id and save the spreadsheet
    5. Go to Manage Sets in Alma and click Add Set.  Choose Itemized
    6. Fill in the required fields, then use the Add Contents from File to Set area to browse to your saved spreadsheet
    7. Click Save
    8. When Alma finishes creating the set, it will send you an email.
    I want to turn my set in Alma into an Analytics report

    If you have a list of numbers (example: barcodes or MMS ID’s) from an Excel spreadsheet and you want to use them to filter an Analytics report, follow these steps (thanks to Marcus Jun for this tip):

    1. In your Analytics report, add the data field and filter by it.
    2. Click the binoculars icon and then the pencil icon.
    3. Paste your list of numbers from Excel into the Edit window.
    4. Click OK several times and your numbers will be separated by semicolons automatically.
      1. There is a limit to filter size (fairly large, at least 1,000 items), so check the last entry in the filter to be sure all of your values were included.  If any are missing, or you see a partial value at the end, you may need to split your list into two or more groups.
      2. If you need to do this, just keep creating filters until you've included all of your data, then click each AND that separates them to turn it into an OR
    5. Continue creating your analysis by dragging in any other data you need to include
    6. Click the results tab to see the resulting analysis.

    Link to google doc with screenshots: https://docs.google.com/document/d/1hPYO08ti2U-VKsM2Ta_t3JkSo4IaXPpanlfKx6EZWu0/edit?usp=sharing

    .

    There is a recorded presented called Working with Call Numbers in Analytics which was presented at the April 11, 2019 Technical Services Open Forum by Lauren Magnusun.

    Create a set using the results of an Analytics report

    For a video that shows how to create a set using an Analytics report, click here. For a PowerPoint presentation, click here. (This feature became available May 2018.)

    This feature became available May 2018. Before then, we had to export the results of the Analytics report to create a set. (Refer to instructions on Creating Itemized Set section by uploading a file (step 7.))

    I want to filter an Analytics report based on a list or a set.

    If you have a set, export it to an Excel workbook. If you are starting with a list, the list must have the columns (e.g. barcodes, MMS ID’s, primary ID's of users, etc.) that you want to filter by. 

    Follow steps here to filter the Analytics report based on your list/set.

    Why am I seeing electronic titles in a report in the Physical Items Subject area?This can be a result of only selecting details from a shared dimension (e.g., Bibliographic Details) in your report.
    Why do I get different results when I run the same report in Fulfillment and Physical Items?

    The Fulfillment Subject Area contains information on loans in Alma; its primary key is ITEM_LOAN_ID.  Reports run in Fulfillment will contain only data on loans that occurred since go-live plus limited detail loans that occurred since the Alma go-live and information on items that are tied to those loans. This subject area also contains some limited information on the last loan prior to migration .  Items with zero loans will not appear in Fulfillment reportsbut will not contain information related to any older loans. This subject area contains no information for items that had no circulation since the Alma go-live.

    The Physical Items Subject Area contains data related to all physical items in Alma ; its primary key is ITEM_ID.  Reports run in Physical Items contain details about specific physical items regardless of whether those items have circulated in Alma or in legacy systems.

    Important:  Fulfillment measures (e.g. Loans, Returns, Recalls, Renewals) reliably report only loan data after migration.  Physical Items Num of Loans measures contain total loan data before and after migration.

    Migration note:  Mapping may vary by campus, but in general Total Circulation from legacy systems mapped to Physical Items Num of Loans.  Last Loan Date mapped to Physical Items Last Loan Date and Fulfillment Loan Date.  In Alma, each Loan is associated with a Loan Date, but it is probable that the legacy system only retained a single Last Loan Date for mapping.  Be very careful with Loan Date filters in Fulfillment Reports as filtering for dates prior to migration will result in inaccurate reports--only one loan (the one associated with the last loan date) can be reported.

    Which report should you use?  If you need detailed fulfillment data about current processes, including Borrower or Operator details or filtering by date, use Fulfillment.  If you need complete or historical loan data or items that have never circulated (e.g. for weeding), use Physical Items.

    		How do I get a count of all my institution's e-resources including BOTH IZ and NZ-managed collections?

    Log into the Alma Network Zone instance (request credentials from Mallory DeBartolo (Unlicensed) or Marcus Jun (Unlicensed) if you don't have access) and run the following analytics query (example is for Chico–replace with your own institution): 

    Image Removed

    (warning) Bonus tip:  most campuses can use Available for Group as an easier-to-remember alternative, but campuses such as Chico (CSUC) and Sacramento (CSUS) will need to use Available for Group Members so they can search on their unique campus code; if these campuses search on group name, Analytics will return results that incorrectly include similar campus codes (e.g. CSUC also returns CSUCI and CSUS also returns CSUSB and CSUSM).I created a measure and the results are correct but when I add a total, it's not correct

    Any time you create a measure and want to add a total to your report, you need to open the Edit Column Formula window for your created Measure and change the Aggregation Rule (Totals Row) from "Default" to "Sum".

    Image Added

    I created a measure and now I get an error message when I add a total to my report in the Results tab

    If you are seeing this error:  RawFile::checkSoftLimit failed because a temporary file exceeds the limit (10240 MB) specified by the NQ_LIMIT_WRITE_FILESIZE environment variable

    AND You created your own Measurement field by applying a Formula such as CountDistinct to a Descriptive field

    AND Your report generates the error when you add a total to the results

    You need to open the Edit Column Formula window for your created Measure and change the Aggregation Rule (Totals Row) from "Default" to "Sum"

    Aggregation Rule with Sum highlightedImage Added


    I added a report/shortcut/folder to the Community folder and now I can't get rid of it

    Instructions on how to do this can be seen here: Deleting a Folder, File, or other Object from the Community Folder. Note that the job to delete folders/files/objects from the community folder runs Friday nights.

    However, as of Jan 2022, these instructions don't seem to work. (The objects do not get deleted or the objects magically reappear.) So for now, please contact Christina Hennessey to delete any objects from the CalState community folder.

    Copy the path to a reportUnfortunately the location/path bar at the top of OBIEE can not be copied to easily share with others. To quickly copy the location: More > Properties > General > Triple-click the Location value to select.
    I got timed out in Analytics and now it's broken.

    First, remember to go back to Alma periodically and click on something to keep your Alma session active.

    If your session times out anyway (i.e. you get no results, you can't get back to the criteria tab, you get the endless spinning wheel or blinking dot icons), you can try to do the following but these instructions have not been updated since 2018.

    1. Go to the upper right corner and sign out of Analytics   Image Added
    2. Look at the message in the middle of the screen and click on the tiny "here" link in "To sign in again, click here."
    3. Close the tab (don't actually try to sign in from this screen)
    4. Go back to Alma and go back to Analytics in the normal way through the Design Analytics menu item

    If you closed the tab on Analytics and try to go back, and all you get is the sign-in tab, close that sign-in tab and try again–it will usually work the second time.

    Note:  As of 12/24/2017, Ex Libris has accepted (i.e. moved to "Planned" status) the following from the Idea Exchange:  "Extend time before analytics times out."