Real Reporting: Alma Analytics at VCU Emily Owens, Systems Librarian ELUNA 2014

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Real Reporting: Alma Analytics at VCU Emily Owens, Systems Librarian ELUNA 2014 Slide 2 Outline Background Need-Driven Reporting Custom Widgets, Dashboards Fulfillment Collections Systems Favorite Tips Looking Ahead Slide 3 Background Virginia Commonwealth University Richmond, VA Alma Early Adopters Migrated from Aleph Live since October 24, 2012 No historical stats Slide 4 Background: Analytics at VCU Knowledge, tools developed as needed Canned reports less-used than custom Most staff have access; use still limited Slide 5 Need-Driven Reporting ASERL circulation statistics Export for collection analysis consulting Export to other vendor (Reference Universe) Patron Load Slide 6 Circ for ASERL Slide 7 Patron Load Problem: 25,000+ migrated users without a purge date Update User Information process No way to filter these 25000+ users in Alma alone Solution: Export users without purge date from Analytics Load users into Alma in sets of 5000 Add purge date in Update User Information Slide 8 Patron Load Slide 9 Custom Tools: Fulfillment Slide 10 Slide 11 Slide 12 Slide 13 Slide 14 Custom Tools: Collections Slide 15 Slide 16 Slide 17 Custom Tools: Systems Slide 18 Useful Tips Slide 19 1) Dissect other reports Slide 20 2) Separate Prompts Slide 21 3) Dynamic Dates SELECT "Events"."Event Date"."Date Key" FROM "Events" WHERE "Events"."Event Date"."Date Key" IN (SELECT TIMESTAMPADD(SQL_TSI_MONTH, -1, current_date) FROM "Events") SELECT "Events"."Event Date"."Date Key" FROM "Events" WHERE "Events"."Event Date"."Date Key" IN (current_date) Slide 22 Most Useful Tips 1.Dissect the canned reports 2.Prompts 3.Dynamic Dates 4.Understand how to combine SAs Slide 23 Looking Ahead: Alma Requests - history Course Reserves Statistical Categories More flexibility for Acquisitions data Slide 24 Looking Ahead: VCU Better assessing needs, now that we know how much is possible. Looking into creative uses Systems SA Increase staff comfort with Analytics Slide 25 Thank you! Emily Owens, Systems Librarian VCU Libraries eaowens@vcu.edu