Alma Analytics Quarterly Update Presented to the Alma

Alma Analytics Quarterly Update Presented to the Alma Analytics SIWG (Special Interest Working Group) January 2020 Yoel Kortick. Senior Librarian © 2019 Ex Libris | Confidential & Proprietary

• What is the Analytics SIWG? • Overview of 2019 • The “Big 7” from 2019 • Where are we headed in 2020? – Infrastructure • Where are we headed in 2020? - Specifics © 2019 Ex Libris | Confidential & Proprietary

What is the Analytics SIWG? • Let’s take a look at https: //igelu. org/products/analytics © 2019 Ex Libris | Confidential & Proprietary 3

What is the Analytics SIWG? © 2019 Ex Libris | Confidential & Proprietary 4

What is the Analytics SIWG? © 2019 Ex Libris | Confidential & Proprietary 5

Overview of 2019 © 2019 Ex Libris | Confidential & Proprietary 6

Overview of 2019 • If we filter the Alma 2019 Release Notes by Alma Analytics we can see there were • 84 Enhancements • 50 Bug Resolutions © 2019 Ex Libris | Confidential & Proprietary 7

Overview of 2019 • We will not review here the 84 enhancements of 2019, as each user can view those enhancements on his or her own via the release notes. • Instead we will point out 7 major areas which have been developed 2019 and where we are moving towards in 2020 © 2019 Ex Libris | Confidential & Proprietary 8

The “Big 7” from 2019 © 2019 Ex Libris | Confidential & Proprietary 9

The “Big 7” from 2019 • The “Big” 7 areas we have completed in 2019 are as follows. We will not go into detail here, as the links below provide detailed presentations: • COUNTER Release 5 in Alma and Alma Analytics • Redesign of the Cost Per Use as part of the E-Inventory subject area including addition of a COUNTER platform field for Cost Per Use • Purchase Requests in Alma Analytics • Overlap analysis reports between and among different inventory types • POLs with no transactions in the Funds Expenditure subject area • Integration with Primo VE for Analytics Objects in Alma. See for example Adding a Primo Analytics Widget to the Alma Landing Page • Automated process of sending an Alma Analytics report to an FTP server © 2019 Ex Libris | Confidential & Proprietary 10

Where are we headed in 2020? © 2019 Ex Libris | Confidential & Proprietary 11

Where are we headed in 2020? • The information provided in this presentation gives a high level view of Alma’s planned future roadmap and functional offerings. The information in this document is proprietary to Ex Libris. • Neither this document nor its contents can be forwarded to a third-party without the expressed written permission from Ex Libris. • The content in this document is informational, and may be subject to change without prior notice at the sole discretion of Ex Libris. © 2019 Ex Libris | Confidential & Proprietary 12

Where are we headed in 2020? • The following list of developments is in no way intended to be a complete list of all developments planned for 2020 in Alma Analytics • This is merely a group of “highlights” which are part of a much larger and holistic roadmap which takes into account many factors including • Developments in other areas of Alma • Changing standards and technology © 2019 Ex Libris | Confidential & Proprietary 13

Where are we headed in 2020? - Infrastructure © 2019 Ex Libris | Confidential & Proprietary 14

Where are we headed in 2020? - Infrastructure • New Analytics Platform • Upgrade to OBI version 12 • Include built in tool “Data Visualization (DV)” • Already in use for several months by 14 institutions as early adopters. • Several improvements over OBI 11 including • Additional visualization types • Ability to load input file to Alma Analytics and compare data from input with data in Alma © 2019 Ex Libris | Confidential & Proprietary 15

Where are we headed in 2020? - Infrastructure • New Analytics Platform • For You. Tube videos showing the OBI 12 and DV see here • For blogs showing the OBI 12 and DV see here • For detailed rollout plan see here © 2019 Ex Libris | Confidential & Proprietary 16

Where are we headed in 2020? - Infrastructure • In-Memory Analytics • Will decrease the time that reports take to run by utilizing Oracle In-Memory component • In plain words: Analytics will be faster, especially for reports dealing with large amounts of data in large institutions • Planned gradual deployment on production environments in stages to begin by Q 3 2020 © 2019 Ex Libris | Confidential & Proprietary 17

Where are we headed in 2020? - Specifics © 2019 Ex Libris | Confidential & Proprietary 18

Where are we headed in 2020? - Specifics • New OCLC Number fields (H 1 2020) • See Four new fields in bibliographic details based on 019 and 035 • Idea Exchange and NERS Enhancement (ID #5619) • The following fields containing the OCLC control number were added to the Bibliographic Details folder for all subject areas in which it appears. The data for these fields comes from MARC fields 019 and 035. • • OCLC Control Number (019) OCLC Control Number (035 a+z) OCLC Control Number (035 z) © 2019 Ex Libris | Confidential & Proprietary 19

Where are we headed in 2020? - Specifics • New Built-In Measures for Fund Transactions (H 1 2020) • See Four new measures in the Funds Expenditures subject area existing Fund Transactions folder • The following fields were added to Fund Expenditure > Fund Transaction: 1. Transaction Cash Balance: Allocated Balance – Expenditure Balance 2. Transaction Available Balance: Allocated Balance – Expenditure Balance - Encumbered Balance 3. % remaining (Considering expended and encumbered): (Available Balance / Allocated Balance) * 100 4. % remaining (Considering only expended): (Cash Balance / Allocated Balance) * 100 © 2019 Ex Libris | Confidential & Proprietary 20

Where are we headed in 2020? - Specifics • Fund Rules in Funds Expenditure subject area (H 1 2020) • Add to the funds expenditure subject area the fund rules which appear on the bottom of the "Summary" tab of the fund © 2019 Ex Libris | Confidential & Proprietary 21

Where are we headed in 2020? - Specifics • Add number of requests to physical items subject area (H 1 2020) • Add measures for number of requests to physical items subject area in two folders: • "Physical Item Details" • "Fund measures" (under "fund information" folder) © 2019 Ex Libris | Confidential & Proprietary 22

Where are we headed in 2020? - Specifics • API Usage subject area (H 1 2020) • A new subject area “API Usage” • Will include default reports and dashboards • Ability to analyze which APIs are being used and how © 2019 Ex Libris | Confidential & Proprietary 23

Where are we headed in 2020? - Specifics • Databases in E-Inventory subject area (H 1 2020) • Add to E-Inventory subject area electronic collections which do not have portfolios • These are “title-less” electronic collections, which typically are databases © 2019 Ex Libris | Confidential & Proprietary 24

Where are we headed in 2020? - Specifics • Add indication if loan originated from hold request in Fulfillment subject area (H 1 2020) • Create indication on loan record of whether it originated from a hold request. • We already have "Is Booking Loan". • We will add "Is Hold Request Loan". © 2019 Ex Libris | Confidential & Proprietary 25

Where are we headed in 2020? - Specifics • Profiles for adding roles to Analytics Objects (H 1 2020) • Ability to add a group of roles to Analytics Objects such as widgets and dashboards • Will use the same user profiles used when adding roles to users. • Staff user will be able to “add from profile” instead of adding one by one © 2019 Ex Libris | Confidential & Proprietary 26

Thank you! Yoel © 2019 Ex Libris | Confidential & Proprietary