LibGuides: Page 1+ Alma &amp; Primo Guide: Analytics

Analytics Basics in Alma

Introduction to Analytics in Alma

Introduction to Alma Analytics [video] - Learn how to access and navigate Alma Analytics.
About Alma Analytics [webpage - SUNY Alma LibGuide] - A resource describing what Alma Analytics are, uses for Analytics & Reports and why you really do need Analytics.
Accessing Alma Analytics [web page - SUNY Alma LibGuide] - Basics of how to access analytics in Alma.
Navigating Alma Analytics [web page - SUNY Alma LibGuide] - Describes how to access Analytics to create reports, the different types of columns that can be used when creating reports, including options to filter, sum, format, and sort the report.
Common Analytics Procedures [web page] - A collection of procedures that illustrates how to use Analytics.
When to Use Alma Analytics (Instead of Advanced Search) [web page]- A chart to determine whether you need to use the Advanced Search feature in Alma or Alma Analytics.

Terminology

General Terminology [web page] - Describes various terms used in Analytics documentation.
Subject Area Terminology [web page] - Describes terms related to the subject areas.

Learn how to run out-of-the-box reports, edit and create reports, and configure My Dashboard. Includes:

Reports

Creating a New Report [web page] - Instructions for creating single subject area and multi-subject area reports.
Customize Default Reports [video] - Learn how to customize the default Alma Analytics reports and save it in your local directory.
Analytics: Providing Reports to Other Users [video] - Learn how to share reports and dashboards with other users via widgets and scheduled reports. Also, see how to create a set in Alma using the results of a report in Analytic.
Scheduling and Subscribing to Alma Analytics Reports [web page] - Alma Analytics reports and dashboards can be scheduled to run at specific times and have them emailed to subscribed users. You can also create links or widgets to reports and dashboards that can be accessed in Alma by users with specific roles.
For guidance on sharing analytics reports, refer to Analytics Report Sharing.

Dashboards

Creating a Dashboard [web page] - How to create dashboards, which include Analytics reports and display them by selecting the Analytics link at the top of every page.

Acquisitions

Licenses [web page] - Information about licenses in analytics.
Physical Items [web page] - Using the Physical Items area (formerly Inventory), the Design Analytics user may create reports/dashboards for the Physical Items area and is able to answer business questions.
Titles [web page] - Information about titles in analytics.

Fulfillment

Fulfillment [web page] - Using the Funds Expenditure subject area, the Design Analytics user may create reports and dashboards that help to answer business questions.
Fines and Fees
- Fines and Fees [web page] - Information about fines and fees in analytics.
Requests
- Borrowing Requests [web page] - Information about borrowing requests in analytics.
- Lending Requests [web page] - Information about lending requests in analytics.
- Requests [web page] - Using the Requests subject area, the Design Analytics user may create reports and dashboards that help to answer business questions.
User Management
- Users [web page] - Using the User area, the Design Analytics user is able to create reports/dashboards about users. This allows the user to access specific details.
Course Reserves
- Course Reserves [web page] - Information about course reserves in analytics.

Usage

Analytics Usage Tracking [web age] - Information about analytics usage tracking.
Digital Usage [web page] - Information about digital usage in analytics.
Link Resolver Usage [web page] - Information about link resolver usage in analytics.
Usage Data [web page] - Information about usage data.

Objects

Creating Analytics Objects [video] - Learn how Analytics are displayed in Alma and sent to users via scheduled emails; and how you can create the different Analytics Objects (widgets, reports, dashboards) which allow for these displays.

Folders

Analytics Folders [web page] - Information about analytics folders that provide you with out-of-the-box reports that are not editable as well as folders where you can save reports that you create.
Community Folder Structure [web page] - The community folder enables institutions to contribute and share reports with one another.

Analytics User Statistics [video] - You can create Analytics reports with statistics relating to library patrons. This session details the configurations needed to allow such reports; specifically, how to create categories that can be assigned to users and then used for reporting.
Anonymizing Analytics Report Details [web page] - Fields that contain identifying information of users can be anonymized when creating Analytics reports. Anonymizing this data enables you to make reports for statistics and trends without violating privacy concerns or local privacy-related laws.

Best Practices Toolkit: Clean up Alma with Analytics [web page] - Analytics can help you to clean up incomplete work that exists in Alma.
Best Practices Toolkit: Benchmark Analytics [web page] - Benchmark Analytics allow you to compare your library to similar libraries on:
- Inventory KPIs
- Acquisitions KPIs
- Fulfillment KPIs for Requests and Loans
- Resource Sharing KPIs for borrowing and lending requests
- Usage KPIs through COUNTER reports
For best practices on sharing analytics reports, refer to Analytics Report Sharing.

Analytics Report Sharing Guideline
The Alma Analytics module allows reports and dashboards to be shared between colleges, or between colleges and OCLS. The Page 1+ Consortium supports shared expertise and resources across all 24 Ontario colleges.

The Analytics Report Sharing Guidelines have been created to support consistency and efficiency in data collection and analysis across all colleges. The Guidelines define the use of the shared folders and provide best practices for sharing reports. Please read the Guidelines before sharing reports.