Introduction to Analytics Connie Braun and Dominic Doneux

Introduction to Analytics Connie Braun and Dominic Doneux © 2019 Ex Libris | Confidential & Proprietary

First Steps • Add a sub-folder in your institutional folder to hold the analyses we will create • If more than one person from your institution is participating in today’s training, determine a naming convention (e. g. initials or name to start each saved analysis name) © 2019 Ex Libris | Confidential & Proprietary 2

Introduction This session will be heavily hands-on • • Examining out-of-the-box reports Scenarios will be presented Analyses will be created Discussion and questions are welcome © 2019 Ex Libris | Confidential & Proprietary 3

• Overview and Infrastructure • Running and Modifying “Out-of-the -Box” Analyses • Using Analyses Shared by the Community • Creating Simple Analyses © 2019 Ex Libris | Confidential & Proprietary

Overview and Infrastructure © 2019 Ex Libris | Confidential & Proprietary 5

Introduction • Alma Analytics contains • a group of “out-of-the-box” analyses available to all Alma institutions • a group of analyses contributed by the Alma community • a place to store analyses created by participants at an institution for use at the institution • private workspace, viewable only to the operator creating the analyses © 2019 Ex Libris | Confidential & Proprietary 6

User Roles • Staff operators with the Design Analytics role may create analyses • Staff operators with the Analytics Administrator role may expose results to those without this role © 2019 Ex Libris | Confidential & Proprietary 7

Running and Modifying “Out-of-the-Box” Analyses © 2019 Ex Libris | Confidential & Proprietary 8

Out-of-the-Box Analyses • Acquisitions • E-Inventory • Fulfillment • Inventory • Many others also available © 2019 Ex Libris | Confidential & Proprietary 9

Three Types of Data in Alma Measure © 2019 Ex Libris | Confidential & Proprietary Attribute Hierarchy 10

Introduction • Acquisitions • E-Inventory • Fulfillment • Inventory © 2019 Ex Libris | Confidential & Proprietary 11

Acquisitions © 2019 Ex Libris | Confidential & Proprietary 12

E-Inventory © 2019 Ex Libris | Confidential & Proprietary 13

Fulfillment © 2019 Ex Libris | Confidential & Proprietary 14

Physical Inventory © 2019 Ex Libris | Confidential & Proprietary 15

Using Analyses Shared by the Community © 2019 Ex Libris | Confidential & Proprietary 16

Analyses Shared by the Alma Community • Individual institutions • Consortia • Regional User Groups • Many analyses available © 2019 Ex Libris | Confidential & Proprietary 17

Best Practice For Working with Community Contributions • Analyses found here will run against your institution’s data, so look at and run freely • Please DO NOT modify analyses in the Community folder • Use the Copy and Paste function to make a local copy or Save As to your institution’s folders © 2019 Ex Libris | Confidential & Proprietary 18

Best Example of Sharing an Analysis © 2019 Ex Libris | Confidential & Proprietary 19

Analyses Shared by the Community © 2019 Ex Libris | Confidential & Proprietary 20

Creating Simple Analyses © 2019 Ex Libris | Confidential & Proprietary 21

Hands-On I Patrons with Expired Records, Owing >$10 Description: This analysis focuses on getting a list of patrons with expiration dates in the past who owe more than $10 in fines or fees Subject Area(s): Fines and Fees © 2019 Ex Libris | Confidential & Proprietary 22

Getting Started with a New Analysis © 2019 Ex Libris | Confidential & Proprietary 23

Choose Fines and Fees Subject Area © 2019 Ex Libris | Confidential & Proprietary 24

Add Columns to Analyses © 2019 Ex Libris | Confidential & Proprietary 25

Patrons with Expired Records Save the Analysis! © 2019 Ex Libris | Confidential & Proprietary 26

Add A Filter © 2019 Ex Libris | Confidential & Proprietary 27

Add Another Filter © 2019 Ex Libris | Confidential & Proprietary 28

Add Another Filter for Fine Fee Status © 2019 Ex Libris | Confidential & Proprietary 29

View the Results © 2019 Ex Libris | Confidential & Proprietary 30

Patrons with Expired Records Save the Analysis! © 2019 Ex Libris | Confidential & Proprietary 31

Add Another Filter for Original Amount is > 10 © 2019 Ex Libris | Confidential & Proprietary 32

What the Analysis Looks Like Now © 2019 Ex Libris | Confidential & Proprietary 33

View the Results © 2019 Ex Libris | Confidential & Proprietary 34

See Actual $$ Owing Rather Than Rounded Value © 2019 Ex Libris | Confidential & Proprietary 35

View the Results © 2019 Ex Libris | Confidential & Proprietary 36

Patrons with Expired Records Save the Analysis! © 2019 Ex Libris | Confidential & Proprietary 37

Hands-On II Count of Users by Group Description: This analysis focuses on obtaining a count of users by group. Demonstrates how to change an attribute to become a measure. We’ll take it a step further so that we can identify users in a specific group. Subject Area(s): Users © 2019 Ex Libris | Confidential & Proprietary 38

Getting Started with a New Analysis © 2019 Ex Libris | Confidential & Proprietary 39

Choose Users Subject Area © 2019 Ex Libris | Confidential & Proprietary 40

Add Columns to Analysis © 2019 Ex Libris | Confidential & Proprietary 41

View Results © 2019 Ex Libris | Confidential & Proprietary 42

Count of Users by Group Save the Analysis! © 2019 Ex Libris | Confidential & Proprietary 43

Change Attribute to Measure for User ID Column © 2019 Ex Libris | Confidential & Proprietary 44

Edit the Formula and Insert Function © 2019 Ex Libris | Confidential & Proprietary 45

Insert Function © 2019 Ex Libris | Confidential & Proprietary 46

What the Analysis Looks Like Now/View Results © 2019 Ex Libris | Confidential & Proprietary 47

Count of Users by Group Save the Analysis! © 2019 Ex Libris | Confidential & Proprietary 48

Tidy Up the Column Heading © 2019 Ex Libris | Confidential & Proprietary 49

View the Results © 2019 Ex Libris | Confidential & Proprietary 50

Count of Users by Group Save the Analysis! © 2019 Ex Libris | Confidential & Proprietary 51

We value your feedback! Please complete the session survey in the schedule section of the app. © 2019 Ex Libris | Confidential & Proprietary 52

Thank you! © 2019 Ex Libris | Confidential & Proprietary