Alma Analytics, for Academic Liaisons
Transcript of Alma Analytics, for Academic Liaisons
![Page 1: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/1.jpg)
University of KentuckyUKnowledge
Library Presentations University of Kentucky Libraries
2-13-2017
Alma Analytics, for Academic LiaisonsJulene L. JonesUniversity of Kentucky, [email protected]
Right click to open a feedback form in a new tab to let us know how this document benefits you.
Follow this and additional works at: https://uknowledge.uky.edu/libraries_present
Part of the Cataloging and Metadata Commons, and the Collection Development andManagement Commons
This Presentation is brought to you for free and open access by the University of Kentucky Libraries at UKnowledge. It has been accepted for inclusionin Library Presentations by an authorized administrator of UKnowledge. For more information, please contact [email protected].
Repository CitationJones, Julene L., "Alma Analytics, for Academic Liaisons" (2017). Library Presentations. 162.https://uknowledge.uky.edu/libraries_present/162
![Page 2: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/2.jpg)
Alma Analytics, for Academic Liaisons
Julene Jones
University of Kentucky Libraries
February 13, 2017
![Page 3: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/3.jpg)
2
Agenda
How to access Analytics
Structure of Analytics and best practices
Create a new analysis
Edit an existing analysis
Really helpful tips
Example analyses
Analytics information in Alma
Other collection-analysis information in Alma
![Page 4: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/4.jpg)
Analytics is
• A “data warehouse” that access the daily snapshot of Alma activity
• Updated once a day in ETL process from Alma
• Intended for prediction, displaying trends, notindexing data in the database
3
![Page 5: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/5.jpg)
Getting there
4
“Currently at” location doesn’t matter for Analytics
![Page 6: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/6.jpg)
Analytics’ Structure
• Like Alma, opens on your Dashboard
• Add analyses you’re interested in
• Go to Catalog: folders of saved analyses
• My Folders = analyses, dashboards you’ve created
• Shared Folders
• Alma = Ex Libris OOB analyses, widgets, dashboards
• Community = shared analyses from other Alma institutions (like sharing SQL on VOY-L)
• UK Libraries = our shared analyses; where to save analyses if you want to expose them in Alma as widgets / dashboards
5
![Page 7: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/7.jpg)
Create a new analysis
Example 1:How many atlases are there in
Science and Engineering Library?
Catalog / New / Analysis
Prompted for Subject Area
6
![Page 8: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/8.jpg)
Analytics Subject Areas
7
Finds relationships between “subjects” of data
Data is siloed, to an extent
For this example, select the subject area
Physical Items
![Page 9: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/9.jpg)
Example 1: Atlases in Science and Engineering
In Physical Items:
• In Location folder: Library Name, Location Code & Location Name
• In Physical Item Details: Number of Items
Click in Subject Area and add dimension by:
• Double clicking
• Dragging right
8
![Page 10: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/10.jpg)
9
Filter library name column to Science and Engineering Library
![Page 11: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/11.jpg)
Use down arrow at Value or click binoculars to look forward and select Science and Engineering Library
10
![Page 12: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/12.jpg)
11
Select library name at left
Click Move, which will move your selection into “Selected”
Click OK, then OK again to add filter
![Page 13: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/13.jpg)
12
Filter location name column to Science Map Books and Science Map Books Oversize
![Page 14: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/14.jpg)
Save to “My Folders”
Atlases in Science and Engineering
Remember that this is your folder, no one else can see it
13
![Page 15: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/15.jpg)
![Page 16: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/16.jpg)
Congratulations!
![Page 17: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/17.jpg)
Can add other dimensions to this analysis
TitlePublication datesOCLC numberMMS IDAvailabilityLC Call numberVolume enumerationBarcode
![Page 18: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/18.jpg)
Some really helpful tips
![Page 19: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/19.jpg)
Helpful tip # 1
Using the physical item subject area means “an item record exists” not
reliable for counts for UKL collections!
What to do:
Alma advanced search for physical titles, has items = no
![Page 20: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/20.jpg)
Helpful tip # 2
You probably don’t want to include suppressed items:
Bibliographic details
suppressed from discovery is No*
*Currently Analytics only indexes if bibsare/not suppressed from discovery; indexing of holdings being suppressed submitted as
enhancement request
![Page 21: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/21.jpg)
Helpful tip # 3
You probably don’t want to include deleted items:
Physical Item Details / Lifecycle is notDeleted
![Page 22: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/22.jpg)
![Page 23: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/23.jpg)
Helpful tip # 4
You may want to exclude some of these Process types:
Physical Item Details / Process Type
does not equal Lost (or Missing or Loan or Acquisition or Technical Migration,
etc.)
![Page 24: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/24.jpg)
Data not repeating!
![Page 25: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/25.jpg)
Helpful tip # 5
Analytics’ default is to suppress repeated values in
Results view
To avoid this, in Criteria tab, in column properties, click
“Repeat”
24
![Page 26: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/26.jpg)
Export results as PDF / Excel* / PPT slide / data (csv, tab delimited, or xml)
25
*Note: Exporting graphs or charts into Excel exports them as pictures, not as editable content
![Page 27: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/27.jpg)
Print Results
26
![Page 28: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/28.jpg)
Other “count” Analyses
Example 2. Physical duplicates by library: Education
![Page 29: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/29.jpg)
Other “count” Analyses
Example 3.
Top 10 electronic collections created this FY (by no. of portfolios)
![Page 30: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/30.jpg)
Edit an existing analysis
![Page 31: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/31.jpg)
Editing an existing analysis
• Click Catalog
• Click + Shared Folders
+ UK Libraries
+ Reports
+ For Academic Liaisons from Julene
• Find 4.Age of Collection - monographs
• Click on Open gives results of analysis
• Click on Edit Edit the structure of the analysis
• Click More Export, Print, Copy, Rename, Favorite
30
![Page 32: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/32.jpg)
4a. Age of Monograph Collection by Library and Location
![Page 33: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/33.jpg)
Edit or Remove a Filter
Hover over the filter you want to
edit
or remove
32
Edit filter “Library Name is prompted” to “Library Name is equal to Young Library”
![Page 34: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/34.jpg)
4a. Age of Young Library Reference Collection (by items)
![Page 35: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/35.jpg)
4b. Age of Serial Collection by Library and Location (by titles)
![Page 36: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/36.jpg)
4b. Age of Science and Engineering serials: treemap
![Page 37: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/37.jpg)
Add “visualization” of data: add new view
![Page 38: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/38.jpg)
37
Examples of views:• Line graph• Radar graph• Pie chart
Change the colors, labels, font, legend using
then
![Page 39: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/39.jpg)
Also in Academic Liaison folder
• 5. Frequently loaned items (past year) from Remote Storage
![Page 40: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/40.jpg)
6. E-inventory by portfolio count
![Page 41: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/41.jpg)
7. Received since [date]Here: received since 1/13/17
![Page 42: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/42.jpg)
8a. Loans by fund code (top 10)
![Page 43: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/43.jpg)
8b. Item Circulation by LC ClassificationHere: Circ. of “PS” since July 1, 2016
![Page 44: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/44.jpg)
8c. Titles loaned by LC subject area in Fine Arts
![Page 45: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/45.jpg)
8d. Titles not loaned by LC subject area in Fine Arts
![Page 46: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/46.jpg)
9a. Titles purchased by Subject Area in last year
![Page 47: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/47.jpg)
9b. Items by Subject Area by Lifecycle
![Page 48: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/48.jpg)
Viewing Analytics dashboards in Alma
47
![Page 49: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/49.jpg)
Acquisitions
Dashboard
48
![Page 50: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/50.jpg)
Fulfillment
Dashboard
49
![Page 51: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/51.jpg)
Industry Statistics Dashboard
50
![Page 52: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/52.jpg)
Tools in Alma
51
![Page 53: Alma Analytics, for Academic Liaisons](https://reader031.fdocuments.in/reader031/viewer/2022022115/62124c7e49028a364573a12e/html5/thumbnails/53.jpg)
Let me know how I can help!
Any questions?