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

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Presentation on theme: "Real Reporting: Alma Analytics at VCU Emily Owens, Systems Librarian ELUNA 2014."— Presentation transcript:

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 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

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14 Custom Tools: Collections

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17 Custom Tools: Systems

18 Useful Tips

19 1) Dissect other reports

20 2) Separate Prompts

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)

22 Most Useful Tips 1.Dissect the canned reports 2.Prompts 3.Dynamic Dates 4.Understand how to combine SAs

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

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

25 Thank you! Emily Owens, Systems Librarian VCU Libraries


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