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Real Reporting : Alma Analytics at VCU

Real Reporting : Alma Analytics at VCU. Emily Owens, Systems Librarian ELUNA 2014. Outline. Background Need-Driven Reporting Custom Widgets, Dashboards Fulfillment Collections Systems Favorite Tips Looking Ahead. Background. Virginia Commonwealth University Richmond, VA

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Real Reporting : Alma Analytics at VCU

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

  2. Outline • Background • Need-Driven Reporting • Custom Widgets, Dashboards • Fulfillment • Collections • Systems • Favorite Tips • Looking Ahead

  3. Background • Virginia Commonwealth University • Richmond, VA • Alma Early Adopters • Migrated from Aleph • Live since October 24, 2012 • No historical stats

  4. Background: Analytics at VCU • Knowledge, tools developed as needed • Canned reports less-used than custom • Most staff have access; use still limited

  5. Need-Driven Reporting • ASERL – circulation statistics • Export for collection analysis consulting • Export to other vendor (Reference Universe) • Patron Load

  6. Circ for ASERL

  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”

  8. Patron Load

  9. Custom Tools: Fulfillment

  10. Custom Tools: Collections

  11. Custom Tools: Systems

  12. Useful Tips

  13. 1) Dissect other reports

  14. 2) Separate Prompts

  15. 3) Dynamic Dates SELECT "Events"."EventDate"."Date Key" FROM "Events" WHERE "Events"."EventDate"."Date Key" IN (SELECT TIMESTAMPADD(SQL_TSI_MONTH, -1, current_date) FROM "Events") SELECT "Events"."EventDate"."Date Key" FROM "Events" WHERE "Events"."EventDate"."Date Key" IN (current_date)

  16. Most Useful Tips • Dissect the canned reports • Prompts • Dynamic Dates • Understand how to combine SAs

  17. Looking Ahead: Alma • Requests - history • Course Reserves • Statistical Categories • More flexibility for Acquisitions data

  18. 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

  19. Thank you! Emily Owens, Systems Librarian VCU Libraries eaowens@vcu.edu

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