Alana Nuth (Geneseo: Okay. So Jennifer started the recording. Thank you, Jennifer. And we'll get going and just about a minute.
Alana Nuth (Geneseo: Okay, so it's 11 o'clock. Let's get started. Good morning, everyone. My name is Elena new and the head of collection, management and so in a Geneseo
Alana Nuth (Geneseo: And this morning. We're going to be looking at analytics and all mine. And in particular, we're going to be looking at different functions that support electronic resources management.
Alana Nuth (Geneseo: So our goal, our agenda for this training is we're gonna look first at how all my analytics calculates cost per use a lot of the reports that will be looking at are focused on cost per use which really important that we understand how that calculation is made.
Alana Nuth (Geneseo: Them around, look at some of the out of the box reports the Analytics offers
Alana Nuth (Geneseo: I think for many of our needs the out of the box reports will do a trick or will do the trick with some modification. So we're going to be looking at those
Alana Nuth (Geneseo: We're going to look at the overlap analysis options for electronic collections and then some really simple ways to modify the existing reports.
Alana Nuth (Geneseo: To make them a little bit more functional if if that would be helpful for your local needs.
Alana Nuth (Geneseo: So like everything and all we do need on a particular role to work in analytics and also will need the design analytics role.
Alana Nuth (Geneseo: So this is a lot of tax. But one thing I want to kind of
Alana Nuth (Geneseo: Stay right from the beginning is that when we're working in Analytics. Most of the reports are focused on measuring the value of a subscription or a purchase of electronic content. So we're going to be doing a lot of looking at costs for us are the highest used resources.
Alana Nuth (Geneseo: So, and those reports that will be looking at measure that value differently. So, some of them look
Alana Nuth (Geneseo: At each collection of portfolio or by vendor or by fund.
Alana Nuth (Geneseo: So that's really kind of the focus of the analytics that's available for era. One thing to note though because we're looking at these value type of measures.
Alana Nuth (Geneseo: Analytics is pulling acquisitions data from purchase order lines. So looking at the expenditure, it's also pulling usage data from counter reports.
Alana Nuth (Geneseo: So if you're a library like so Geneseo that did not migrate acquisitions data when we migrated to Alma analytics will only be able to rely on or generate reports from
Alana Nuth (Geneseo: The purchase order lines that you've created an almost temps go live.
Alana Nuth (Geneseo: So just keep that in mind because some of the reports may not run for you or they may not run completely like some other values, maybe zero or not. And that's just because there's no data from which
Alana Nuth (Geneseo: From analytics to use the same thing goes for any counter data. I know for us I uploaded. Some of our counter data like for a lot of our own.
Alana Nuth (Geneseo: More used vendors like for ethical pro quest, Gail. And I also did Jay store so that data is available.
Alana Nuth (Geneseo: But not from our other vendors. So it's just something to be aware of. If you have a report that fails or just looks really funny when it comes
Alana Nuth (Geneseo: When it's generated that might be the cause. And another thing to be aware of is a lot of these reports will list the top 10 of some things like the top 10
Alana Nuth (Geneseo: Highest use journals or the top 10 lowest used to ebooks almost just using the eBook, or I'm sorry, the data that's available to it. So if you don't have a complete
Alana Nuth (Geneseo: If you don't have all your usage data available those top 10 reports might be kind of biased right it's top 10 out of the data that all my has on hand.
Alana Nuth (Geneseo: So it's just something to be aware of. So you don't unintentionally or you're not. Maybe misled by some of the reports that you're looking at just something to be aware of.
Alana Nuth (Geneseo: The last slide in this deck does have
Alana Nuth (Geneseo: A list of supporting documentation and one of the links is to a training that Stephanie has an I did almost a year ago now on sushi encounter so
Alana Nuth (Geneseo: That they are too. So if you haven't uploaded your counter data and this is maybe an inspiration to do that or you already set up your sushi accounts.
Alana Nuth (Geneseo: There is some information on how to do that. And I think there may be a training think there might be a training coming up in the future on that topic. Okay.
Alana Nuth (Geneseo: So how does all my analytics calculate cost per use
Alana Nuth (Geneseo: So if we're dealing with a continuing resource a serial a subscription. There's a couple different ways that analytics calculate the cost per use
Alana Nuth (Geneseo: If we're calculating the cost per use for portfolio sort individual journal, for example.
Alana Nuth (Geneseo: And if that journal has its own purchase order line. It's very straightforward. The expenditure in the purchase order line is used to calculate the cost per use that straightforward enough
Alana Nuth (Geneseo: However, if the portfolio is part of a collection. And if the purchase order line is for the collection collection level and not the portfolio level.
Alana Nuth (Geneseo: Then Alma does something a little bit extra it takes the expenditure of the for the collection, the cost of the collection.
Alana Nuth (Geneseo: And it divides that cost across all of the portfolios. So each portfolio will have a cost per portfolio and that number of that cost will be the same across all portfolios, they will be equal. So then analytics uses that cost per portfolio to calculate the cost per use
Alana Nuth (Geneseo: It for each of these I included links to blog posts which also had examples of how those numbers are calculated. If it's helpful to look at an example.
Alana Nuth (Geneseo: For one time orders on analytics does something similar, but a little bit more so. So if we're dealing with a portfolio that has its own purchase order line and it's a one time purchase.
Alana Nuth (Geneseo: Analytics will use the expenditure or the cost from the purchase order line. But then, what it does is it divides
Alana Nuth (Geneseo: That cost by the number of fiscal years which have passed since that purchase. So let's say we purchased a
Alana Nuth (Geneseo: I don't know, an evil and we paid $200 two years ago that cost per portfolio or that cost is actually going to be $100 the actual expenditure divided by two, which was the number of fiscal years and that's the number that will be used to calculate the cost per use
Alana Nuth (Geneseo: If we're looking at a portfolio that we're calculating the cost per use and the purchase order line and it's at the collection level. So it's not for the portfolio for the collection.
Alana Nuth (Geneseo: Analytics will divide the cost of that collection across all portfolios, as it would in that like for continuing and then it'll divide that cost per portfolio again by the number of fiscal years that have passed. So if the
Alana Nuth (Geneseo: Oh, I kind of think of easy numbers to get myself if a collection costs.
Alana Nuth (Geneseo: $1,000 and there's 10 portfolios. Each portfolio would cost $100 and then if it was purchased two years ago that $100 would be divided by two. So be $50 would be the
Alana Nuth (Geneseo: Cost us to calculate the cost per use. And once again, there's examples in these blog posts. I'm going to pause because I saw something come through Chat. And let me see.
Alana Nuth (Geneseo: Okay. So Susan has a really good point. And thank you, Susan for offering this given a package like Science Direct that equal price division will release skew CPU CPUs.
Alana Nuth (Geneseo: And Susan. You are so right and that's kind of why I wanted to spend some time talking about cost per use because we know that
Alana Nuth (Geneseo: Like a Science Direct package like any kind of
Alana Nuth (Geneseo: You know, if we had a wily package. The caught the portfolio's themselves the list price or the you know the account price or the those portfolios is not equal. It's not using the real list price that the vendor would be selling us
Alana Nuth (Geneseo: Or is using to calculate the cost of the package. So that's really
Alana Nuth (Geneseo: Complicated. Right. I think if we wanted to have really accurate data, we would probably have to
Alana Nuth (Geneseo: I think we have to probably and no one's going to do this will be way too much work. But I think we'd have to create like a purchase order line for each portfolio in the package in order for analytics to given really true and accurate cost per use value.
Alana Nuth (Geneseo: So I'm glad you brought that up because that's just kind of reinforcing why I think we need to pay attention to this because we could
Alana Nuth (Geneseo: It could definitely skew our cost per use, that's for sure. So thank you, Susan.
Alana Nuth (Geneseo: Does anyone else. Well, we're kind of paused here. Does anyone else have a question or comment that they'd like to share
Alana Nuth (Geneseo: And you're right, Susan, if it was a smaller package or, you know, really something other than Science Direct
Alana Nuth (Geneseo: It wouldn't be such an issue right but for some of our larger packages or more costly packages that cost per use. We really want to have it beyond point
Alana Nuth (Geneseo: Okay, so I'm going to carry on here.
Alana Nuth (Geneseo: So I think it's worth taking a look at some of the out of the box reports the Analytics offers
Alana Nuth (Geneseo: So I just want to kind of show you what is available before we talk about modifying any of them.
Alana Nuth (Geneseo: So when we're in analytics and all I'm going to be switching over to Oman, a second but when we're in analytics, we're going to want to open up the catalog.
Alana Nuth (Geneseo: And then we see a series of folders and within those folders different dashboards and different reports we really want to dig into those and we're going to be looking at the alma folder.
Alana Nuth (Geneseo: The first one we're going to look at. Well, no, I'm ahead of myself. We're going to be looking at these five different
Alana Nuth (Geneseo: Dashboards once we get into analytics, we're going to be looking at the electronic costs usage dashboard, the electronic resource collection overlap dashboard.
Alana Nuth (Geneseo: They usage via on the link is all of our and then usage via account reports and usage of the account reports release five. So we have a dashboard for release for and then a dashboard for released by for counter
Alana Nuth (Geneseo: So then we're looking at the electronic cost usage dashboard, which I feel like it's such a mouthful.
Alana Nuth (Geneseo: Really what we're looking at is cost per use that's essentially what this whole dashboard is it's a series of reports and you can see them here. There's a lot of them.
Alana Nuth (Geneseo: And each of these reports is measuring cost per use, right. So, some of these are looking at electronic collection. Some of them are looking at electronic portfolios. Others are looking at vendors different subjects on different resource types.
Alana Nuth (Geneseo: And to generate these reports analytics is pulling our counter data and, in particular, these reports here. It's also
Alana Nuth (Geneseo: Pulling acquisitions acquisitions information from our purchase order lines and it's also pulling he inventory information so information about our collections our E portfolios.
Alana Nuth (Geneseo: In all, Mom.
Alana Nuth (Geneseo: Okay, so let me. I think it's a little bit more useful to see this live in all more than my slides. So let me switch over to online and we'll open Analytics. So we'll go to analytics, whoops, and analytics design analytics.
Alana Nuth (Geneseo: Okay. And then what we're talking about. Here's we're looking in the catalog. So these catalog of dashboards and reports. So let me minimize this, because I've been looking in here and it remembers. So we want to focus on our shared folder and the shared folder for all
Alana Nuth (Geneseo: Right. And then there's all these different options available to us. We also have different dashboards and reports that members of the community have created. And then there's our own a local folder.
Alana Nuth (Geneseo: So, well, I'll mention this probably again, it's a really important dimension. So I'll repeat myself.
Alana Nuth (Geneseo: Whenever you do save a report or you create a dashboard and save it, it's really, really important to save it in your institution folder and not in any of these share folders.
Alana Nuth (Geneseo: Okay. And I think that's been mentioned a couple times, different, different during different analytics trainings, but it's worth. It's worth repeating.
Alana Nuth (Geneseo: Okay, so whenever the alma folder. We're going to be looking to expand this
Come on.
Alana Nuth (Geneseo: We're going to be looking at this folder here. This cost per use of the account to report he inventory acquisitions. So that's all to say a dashboard for our electronic cost usage. So this is the cost per use again, it's helpful to
Alana Nuth (Geneseo: Know, I want to actually open the reports, though, because then we can, if we wanted to, we could edit them.
Alana Nuth (Geneseo: So we're going to kind of look at some of these reports.
Alana Nuth (Geneseo: I want to share them enough so that where you see them. I don't want to be go into too much detail because they do get a little bit redundant. I mean, essentially, it's it's cost per use that we're looking at, and I
Alana Nuth (Geneseo: So I don't want to go into too much detail, but it's worth looking at these so
Alana Nuth (Geneseo: So let's look first at our titles report and why don't I see it's probably right in front of me.
Alana Nuth (Geneseo: So offers us an option to look at cost per use at the title level and then also cost per use at an individual title. So when we're saying title. It's actually pulling the
Alana Nuth (Geneseo: Bid it's looking at the bib record so we can prompts were prompted to enter a title here, there's no report because Alma wants to know what are, what title, we want to look at
Alana Nuth (Geneseo: So if we look at a title that probably many of us have the Chronicle of Higher Ed and we can select our fiscal year.
Alana Nuth (Geneseo: And we wanted to, of course, we wanted to have usage.
Alana Nuth (Geneseo: And we can see this really simple report. So this is really simple. This is really straightforward, we're looking at the title, we're looking at where which electronic collection. It lives in
Alana Nuth (Geneseo: Our vendor. So we get this room all down and then different platforms that offer that have full text availability for this single title and then the cost, the usage, the cost and the cost per use so you can kind of see some of these
Alana Nuth (Geneseo: These costs. I mean, obviously we're not paying $1 and nine cents for the chronicle of higher. So this is a little bit artificial so
Alana Nuth (Geneseo: That, you know, it's kind of, that's the way it works.
Okay.
Alana Nuth (Geneseo: Oh Rene's asking, is there a definition of usage. That's a good question. So usage is coming from counter. So which we pour is coming from. It's not
Alana Nuth (Geneseo: That's a good question. I don't know which report, it's coming from I believe if we look at if we back up a second.
Alana Nuth (Geneseo: And if we look to edit this report, I think it's going to tell us where it's coming from. So bibliographic
Alana Nuth (Geneseo: Again, you're trying to collection normalized to the
Alana Nuth (Geneseo: Vendor name platform counter report.
Alana Nuth (Geneseo: So, Marianne, I'll answer your question while I'm looking for usage for Renee so
Alana Nuth (Geneseo: I think that there could be an air and the report because you're right, like for the Chronicle of Higher Ed. We have some coverage and those three platforms, the apps go the pro quest. And the third one which I don't remember.
Alana Nuth (Geneseo: I think it's just pulling usage from each of those three platforms. But I think the payment.
Alana Nuth (Geneseo: Is coming from the purchase order line. Does that make sense. So I think the collection is coming from appeal. Well, and I think the usage is coming from the
Alana Nuth (Geneseo: Old Jennifer shrimp something to okay but I think the usage is coming from the counter report so of counter is listing the Chronicle of Higher Ed.
Alana Nuth (Geneseo: Multiple times.
Alana Nuth (Geneseo: That's where that usage is coming from. But on a purchase order. That's where the cost is coming from and Jennifer and
Alana Nuth (Geneseo: Just shared some good documents, click on this documentation. So there's also
Alana Nuth (Geneseo: Okay so usage. So according to this. So let's scroll to look at what we're looking at here, this is maybe not. This is an E inventory
Alana Nuth (Geneseo: Set of documentation from X LIBOR s and it's telling us that
Alana Nuth (Geneseo: The usage. See this is usage total some other reports that will look at in a moment on will total everything together. So it'll look if it's looking at a Jr. One, it'll
Alana Nuth (Geneseo: It'll combine that data with platform information and gives you one big round number so
Alana Nuth (Geneseo: That's dangerous, right, that could be kind of inflated. But when we're looking just simply at usage. I think it's just pulling in from Cameron.
Alana Nuth (Geneseo: CASEY platform from counter report.
Alana Nuth (Geneseo: No, that's not going to tell us either. So the usage is coming from coucher and I huh
Alana Nuth (Geneseo: And I think it's a platform report that they're using, but I know within the platform report, there's different usage metrics and it's not telling us what those usage metrics are
Alana Nuth (Geneseo: So Susan's also asking can to upload usage manually, which you can
Alana Nuth (Geneseo: They have a total usage option.
Alana Nuth (Geneseo: That may be why they're doing it that way. I think it's just the way analytics was built. I think they the designer spot, it was helpful to stand this giant some of usage on even though
Alana Nuth (Geneseo: At least speaking for myself. I'm more interested in a more granular looking at each metric. Was it a search was, you know, was it a
Alana Nuth (Geneseo: Result like whatever
Alana Nuth (Geneseo: Does anyone else have questions or comments.
Alana Nuth (Geneseo: Yeah, Susan. I totally agree with you on that it would be better to make it to actually define it. That'd be bored I absolutely agree there's points and these reports that
Alana Nuth (Geneseo: Encounter. This is going to sound probably really silly but counter is not capitalized. So for the long for a couple moments I hesitated, whether it was actually counter data as we know it or if it was counter like counting something like a counter
Alana Nuth (Geneseo: It's not, it's not the best design, but
Alana Nuth (Geneseo: I don't think that's something that we can excellent modify or if it is, I don't know how to do it.
Alana Nuth (Geneseo: Okay, so let's kind of jump back and look at some of the other reports.
Alana Nuth (Geneseo: That are available to us. I'm going to go around here.
Alana Nuth (Geneseo: So we just looked at the title details report. And there's a couple of other titles reports. So let's open. So for example, this usage per title by title per electronic collection.
Alana Nuth (Geneseo: That's going to be looking at the title at the title levels. What the bib record the demographic information.
Alana Nuth (Geneseo: And it's going to be looking at how many titles are then each electronic each of these electronic collections.
Alana Nuth (Geneseo: And which of them have usage, which are them have cost with the cost per use would be in the cost per title. So these are kind of an odd assortment of collections here. I think part of that's based on what usage and pricing information is available in our alma
Alana Nuth (Geneseo: But otherwise, I don't know why these few word why these were selected and not a different set of electronic collections.
Alana Nuth (Geneseo: Okay, so
Alana Nuth (Geneseo: We have a couple of other different types of reports. We also look at on continuing to openness continuing resources, the cost for us for continuing resources.
Alana Nuth (Geneseo: This might take just a moment to load, because this is going to be a much larger report and graph than what we've opened up so far.
Alana Nuth (Geneseo: So here we're looking at once again.
Alana Nuth (Geneseo: The titles. So different portfolios, you might be able to think of it that way by the electronic collection by the platform. So once again, this is coming from the counter reports, the cost and we kind of know how some of these are calculated
Alana Nuth (Geneseo: The usage. So coming from counter and then the cost per use
Alana Nuth (Geneseo: So this is looking at continuing resources or resources with a continuing purchase order line. And there's a similar report available for one time purchases, so it will scroll down. This is alphabetical. That's why I'm scrolling, so much so there's a similar report available for one times
Alana Nuth (Geneseo: This is loading, I will get the chance.
Alana Nuth (Geneseo: So Joe's asking a question about copy link requires adobe flash player, to be honest, Joe, I haven't gotten that message at all when I was
Alana Nuth (Geneseo: Making the slides are preparing, so I don't. Okay, I'm not sure if other people are experiencing that but it sounds like Joe has a workaround that you can edit. Okay, so other people have experienced that. How interesting.
Alana Nuth (Geneseo: Okay. Oh, it's like popular okay I guess I'm the minority that don't see that.
Alana Nuth (Geneseo: So it looks like you can edit and then viewing. Okay. Well, that's a good workaround. Thanks for sharing that Joe
Alana Nuth (Geneseo: Okay, so we have a similar report available for one time, right, we're looking at different titles, the collections, with which those in which those titles belong and then our costs and usage information.
Alana Nuth (Geneseo: So I'm going to speed up a little bit here because I think it's getting a bit redundant, but we have other types of cost per use measures. So we can look at different subjects.
Alana Nuth (Geneseo: So we can look at either most or least expensive by subject or by vendor. So maybe we can look at our least expensive vendors
Alana Nuth (Geneseo: So on. We see it provides us with the graph and with a chart.
Alana Nuth (Geneseo: The only comment I have with this is speaking for ourself. We use Waldo for our material supplier for quite a number of our resources.
Alana Nuth (Geneseo: And so I think this could be skewing the record and that Waldo was not an access provider. It's not a platform. Um, I don't even know where this usage is coming from, from Waldo Waldo itself would not have usage. So this is a little bit
Alana Nuth (Geneseo: Problematic. But I still think it does have some valuable information, we might want to exclude some vendors, but it does tell us at least some indication
Alana Nuth (Geneseo: Of our value for different vendors. There's also the option to the cost per use by fund.
Alana Nuth (Geneseo: And it's the same idea. So we're looking at different funds, which is really helpful.
Alana Nuth (Geneseo: And it may be worth. You'll notice that it but it will pull funds that are maybe only use for printer physical resources. So, for example, our book fund is primarily physical or print
Alana Nuth (Geneseo: So it's not will not have usage information. So this is not entirely perfect, but what we could always do is export this
Alana Nuth (Geneseo: Chart into Excel and then maybe just remove the funds that are not appropriate. If we were going to use this information and maybe part of an annual report or presentation. We could take it out of analytics and modify it in Excel.
Alana Nuth (Geneseo: Okay, so let's look at this dashboard here. I want to look at a couple other dashboards and then we can also look at how to maybe modify these reports a little bit to make them a little bit more functional. It's not going to address some of the more
Alana Nuth (Geneseo: fundamental issues that we've talked about already, but it will help maybe at least clarified a bit some I like the date range information or
Alana Nuth (Geneseo: Some of the erroneous data that kind of gets pulled in by analytics that doesn't really apply to what we're looking for.
Alana Nuth (Geneseo: So we're going to step away from this dashboard and I want to look, have a look at the collection overlap dashboard.
Alana Nuth (Geneseo: So we can look at the variety of reports available here so
Alana Nuth (Geneseo: We have essentially two different sets of reports we have one main report that gives us a list of let's open
Alana Nuth (Geneseo: Portfolios that are available.
Alana Nuth (Geneseo: And different collections. So I'm asking analytics to generate a report of portfolios that are available in two or more electronic collections. And I'm saying to because that was the prompts and I just entered to so pretty low threshold.
Alana Nuth (Geneseo: I probably should have entered a higher number because this will take a minute. Not too bad. Okay, so we can see our different portfolio titles and then the electronic collections on
Alana Nuth (Geneseo: Where these portfolios live so this one visible company of professionals is available and to electronic selections EPS co host education research complete and then EPS co host education source. So we have this report and then very similarly.
Alana Nuth (Geneseo: We have
Alana Nuth (Geneseo: Like a breakdown almost event larger report alphabetically. So we have a report of zero 30 easy i j through an S t through Z, but it's basically
Alana Nuth (Geneseo: presenting us with the same information.
Alana Nuth (Geneseo: Right, the portfolio. The collection, the number of collections. This one will kind of highlight and read font anytime we have a portfolio.
Alana Nuth (Geneseo: That's available and five or more collections, they drop out at us and read
Alana Nuth (Geneseo: And we can always edit one of these reports.
Alana Nuth (Geneseo: And the default is to capture any portfolios that are available and two or more collections.
Alana Nuth (Geneseo: We can use this filter down here, right. So we see the filters pain this filter we can edit it using that pencil icon and select a different number. So if we weren't interested in Overland with two collections. Maybe we only care if there's for collections.
Alana Nuth (Geneseo: We can update that and then jump back over to our results tab to generate a new report on and this one is going to be shorter because the criteria is a little bit
Alana Nuth (Geneseo: More strict here. And once again, we'll see like this title, while we has 13 collections that its present him right so we see a lot more red fox rights, we're dealing with higher numbers.
Alana Nuth (Geneseo: So if we have time at the end. I think it's worth also looking at the overlap analysis that's available and Alma, I think we could use this report kind of to compliment that analysis, but we'll get to that towards the end. So
Alana Nuth (Geneseo: A little preview of a little sneak peek.
Alana Nuth (Geneseo: So let's go back to our catalog and there's just
Alana Nuth (Geneseo: A few more things to get here.
Alana Nuth (Geneseo: So analytics does offer us a dashboard and different reports of usage. If you get the OMA link resolve. So I'm going to open up the reports list here of what's available, so there's
Alana Nuth (Geneseo: There's about 10 different reports that are looking at how users are interacting with the almost resolved.
Alana Nuth (Geneseo: So the nice thing is that this report could be an alternative to some of the usage reports. If you haven't had an opportunity to load your counter data, you can maybe use some of this link resolve or data.
Alana Nuth (Geneseo: To help gauge how often a user or users are using any given title or resource.
Alana Nuth (Geneseo: So that's a plus side, the downside would be the data is only good for as long as we've been live so there won't be a full either fiscal calendar years worth of data, it's only going to be for the past one six or seven months. So just be aware of the data that you're looking at.
Alana Nuth (Geneseo: So,
Alana Nuth (Geneseo: There's, as I said, there's about 10 different reports, we can look at the top 10 accesses per title on per subject. Um, let's see here.
Alana Nuth (Geneseo: per article and then we can also look at the top 10 uses per title per publisher per subject. So it's looking at both access. So somebody is clicking and then actually on the request themselves.
Alana Nuth (Geneseo: So if we scroll down a little bit, we can see some information that might be helpful to us and a report, we can look at our top 10 journal requests journals by request. Excuse me.
Alana Nuth (Geneseo: And you'll notice when we open this record, and you'll encounter this in different places and analytics.
Alana Nuth (Geneseo: For whatever reason, and I don't know why analytics was kind of designed with this pre populated request date.
Alana Nuth (Geneseo: So of course for all of us. There will be no data available for 2017 and these two months. So in order for this report to generate will have to modify these dates. So let's go back a step.
Alana Nuth (Geneseo: And we can click. Where was I just looking
Alana Nuth (Geneseo: Touching journals. Yeah, so we can edit and then we can tell them, analytics, what we'd like our date range to be so the request states once again we're looking at our filters and their edit. They can be edited.
Alana Nuth (Geneseo: And so it's capturing a very short amount of a short short
Alana Nuth (Geneseo: Set of dates. And I think that's because it's a large amount of data. And I think if we do a full year. It's a bit too much for analytics.
Alana Nuth (Geneseo: I was practicing for this webinar earlier and I found that if I did too much. It would like Crash out the report. So I'm going to stick with the only using two months, but I'm going to use dates for which we would
Alana Nuth (Geneseo: I'm just going to use the last three, the last quarter of 20 2019
Alana Nuth (Geneseo: So we've updated those dates and now when we look at our results that should work.
Alana Nuth (Geneseo: Okay, so now we can see
Alana Nuth (Geneseo: The top journals with by number of requests. Okay, so these are journals, for which our users are really trying to get access. Now you'll also notice
Alana Nuth (Geneseo: That we we revise the start and end date, which is great. But you'll notice that the subtitle. That's what this is called here doesn't have those days, so we simply need to click Edit
Alana Nuth (Geneseo: And really we couldn't enter any information here, but we can
update those dates.
Alana Nuth (Geneseo: So they are correct. So they match our criteria and we'll click Done and let that update. Okay, so now we see the requests by this date.
Alana Nuth (Geneseo: Okay.
Let's go back.
Alana Nuth (Geneseo: Let's see here, you'll notice that there's a usage report for the last 24 months that will not work for us.
Alana Nuth (Geneseo: There's a report available for the top 10 article title accesses
Alana Nuth (Geneseo: Which is interesting. I feel like this could be like a, um, I don't think it really provides us with any useful information because we're most interested in which portfolios.
Alana Nuth (Geneseo: That users are trying to access, but I think this could be like a fun
Alana Nuth (Geneseo: data point to share. Like if you are giving a talk, you know, our users are most interested in the article title. It's a mean world. After all, right, just a kind of a fun fact.
Alana Nuth (Geneseo: You'll notice that this report and many of the reports are offering this top 10 whatever top 10 article accesses we can modify this so it's gathering and more than top 10 we could categorize the top 25, for example, or the top 50 and the way to do that is to simply edit the filter.
Alana Nuth (Geneseo: So we would click Edit
Alana Nuth (Geneseo: And here we go with number of requests is top 10 let's edit that. And we can make that down. I'm just going to make it 25
Alana Nuth (Geneseo: What's also worth mentioning is many of these reports are calling data for the past year, you see for almost all of them are looking at the past year or maybe the past three years for us because we're so
Alana Nuth (Geneseo: Close to migration like migration just happened so recently that might be okay. But several years from now, we might want to gather more than one year's worth of data and maybe we want to gather two or three years worth of data.
Alana Nuth (Geneseo: And the way to do that is when you're looking at the request date this script here we can modify where it says, negative one. That's the indication that it's going back one year. So we could edit.
Alana Nuth (Geneseo: And we can simply delete that digit that one and enter a different number. And that would be the number of years. How far back to report goes. So just something to be aware of as well.
Alana Nuth (Geneseo: Okay, so I want to look a little bit at the counter reports that are available. And then I want to look a little bit closer at the overlap analysis, but, um, yeah. So let's do that. So we're going to open our on our list of folders here.
Alana Nuth (Geneseo: And we have two different folders. We have usage to be accounting reports and usage be account reports released five. So the one without any indication is released for and then release. Five is identified as such.
Alana Nuth (Geneseo: So we can look at our different reports and there's 21 of them. So we're not going to look at them all, but there's quite a, quite a big
Alana Nuth (Geneseo: Quite a few here, you'll notice that these do a little better have a job of describing where the data is coming from. So you'll see in these descriptions for each record as telling us it's the
Alana Nuth (Geneseo: Success section of requests and the success title requests. So we have a little bit more
Alana Nuth (Geneseo: A little bit more indication, but then it says journal usage counter, which I think is their way of saying, Jr. One, so it's not perfect, it's not great but there's at least a little bit more some indication of what we're looking at.
Alana Nuth (Geneseo: So when we open these reports.
Alana Nuth (Geneseo: We can see
Alana Nuth (Geneseo: Our top are our top used our top least used resources. In this case, we're looking at the platform upon which users are accessing our ebooks.
Alana Nuth (Geneseo: As I mentioned at the start of this presentation. I didn't load all of our counter dating app. So that's why there's only such a small number of platforms listed. If we had all of our counter data available this list would be much longer. That's why we're only looking at three platforms.
Alana Nuth (Geneseo: I'm going to pause for a second and as just anyone have questions. I feel like I had been talking quite a bit here. I haven't given anyone a chance to pose the question. So I'm going to pause
Alana Nuth (Geneseo: And see if anyone has a question. We'll look at these a little bit more. But I want to ask if anyone has a question.
Alana Nuth (Geneseo: Okay, so we're looking at
Alana Nuth (Geneseo: Because we're getting towards the second half will pass the second half of this webinar. I don't want to spend too much time on this, but you'll see
Alana Nuth (Geneseo: All of these are broken down by journal database publisher platform and we're looking to sit, you know, to simplify are looking at either the highest use or the lowest used
Alana Nuth (Geneseo: Resources, either with the journal. The book or the platform.
Alana Nuth (Geneseo: To kind of sum that up. I don't think we need to open each one of these, because I don't really think that's a good use of our remaining time
Alana Nuth (Geneseo: I think that's a relatively straightforward. When we're looking at the
Alana Nuth (Geneseo: Counter five date. I want to spend a little bit more time with this.
Alana Nuth (Geneseo: So when we look at counter for release for we have 21 reports. Right. And it's telling us it's from the past two years, or the past one year. And there's some
Alana Nuth (Geneseo: In perfect, but some description of where the data is coming from. Okay. When we look at release five data. It's quite a bit. There's a lot less here for us. There is no description. There's only one is the six reports.
Alana Nuth (Geneseo: It's a little bit. I think this is still something that animal almost developing are actually versus developing because the working with release five is something that has occurred. Relatively recently on for quite a while was only working with release for counter data. So that's
Alana Nuth (Geneseo: Maybe a little bit why we're looking at such little information.
Alana Nuth (Geneseo: So when we look at this, though. So if we look this first report is kind of useless to us because we don't have
Alana Nuth (Geneseo: 24 months worth of data. So we're going to ignore that for now. If we were to open it, it would just fail on. But if we look at, let's say our most use publishers
Alana Nuth (Geneseo: We can see which publishers or vendors are getting the greatest amount of views right publisher usage measures now with this data, I believe what analytics is doing is just compiling
Alana Nuth (Geneseo: Different counter reports and just totaling all of those numbers to get right. Because this number is extremely high for progress, especially considering we're only looking at
Alana Nuth (Geneseo: I uploaded our 2019 counter release five data to only one year's worth of data. These numbers are really quite high.
Alana Nuth (Geneseo: So I believe when analytics is doing is just summing up all this all these data metrics, all these usage metrics and dumping them together.
Alana Nuth (Geneseo: So,
Alana Nuth (Geneseo: I'm not going to come in anymore on that. I don't really love that. That's the way it's being done. But that's what's being done. Um, well, hold on, I forgot to say something when we're here, you'll notice that there's no indication of date range like
Alana Nuth (Geneseo: What, where's the date ranges. This one years, two years of
Alana Nuth (Geneseo: I think it's a good idea if we were going to, if you were going to use these reports for any type of purpose to edit them.
Alana Nuth (Geneseo: And when we're looking over here at our different criteria. There's a usage date criteria. So if we
Alana Nuth (Geneseo: open that folder for this criteria. There's usage date. And if we double click it'll
Alana Nuth (Geneseo: Become one of our criteria to use in this report, we can edit the formula.
Alana Nuth (Geneseo: That's not what I wanted to do. I'm sorry. We wanted to edit the filter. Sorry. And we can tell
Alana Nuth (Geneseo: Analytics that we we just want to use. I just want to use 2019 so is equal to or is in
Alana Nuth (Geneseo: 2013. Okay. Oops.
Alana Nuth (Geneseo: Let's do between
Alana Nuth (Geneseo: And that's true.
Alana Nuth (Geneseo: Here.
Alana Nuth (Geneseo: Okay, so now that's an added
Alana Nuth (Geneseo: criteria that we have here and I in our thoughts and our criteria. And then when we look at our results.
Alana Nuth (Geneseo: The numbers, um,
Alana Nuth (Geneseo: That's not quite what I expect to dampen okay when I was when I was preparing for this. I had managed to get it to be full year.
Alana Nuth (Geneseo: But we would have the usage for the year here as opposed to for each month because that's really problematic to have it by month so we would want to modify our criteria.
Alana Nuth (Geneseo: To fix. They're still going to give that to me. Okay.
Well,
Alana Nuth (Geneseo: Let's see if that does the trick in mind. Now, but we'll try
Alana Nuth (Geneseo: Now it's still capturing it by month. So that would be something you'd have to play with a little bit, but you could apply a date range to any of these
Alana Nuth (Geneseo: Counter five reports so that way it was a little bit more specific as to where the data was coming from and it would actually appear on the graph. And on the chart that's generated to can use that
Alana Nuth (Geneseo: If you were to use that a more official documentation.
Alana Nuth (Geneseo: So Joe's asking users date year was already a filter widen and prompt you for a date, I think, because although it was a filter. It wasn't a prompt so it doesn't are automatically asked you for that information and has to be a prompt
Alana Nuth (Geneseo: Like, if we look in the prompts tab. There's no prompts are listed here. And I think that's why
Alana Nuth (Geneseo: Although it doesn't. It's prompted. That's interesting.
Alana Nuth (Geneseo: Hmm.
Alana Nuth (Geneseo: Interesting. Joe, I don't have an answer for you because I didn't notice that it was prompting us. It wants to chat.
Alana Nuth (Geneseo: It's still has to be set up in the prompts had to actually work.
Yeah.
Alana Nuth (Geneseo: Yeah, because other reports do have prompts and they're usually listed in this tab and the prompts tab in order for them to work.
Alana Nuth (Geneseo: So we have about 15 minutes left. The only thing that I wanted to show because we've looked at a lot of these reports, we've kind of talked about the strengths and weaknesses of these different boards and some very simple ways to modify them.
Alana Nuth (Geneseo: I think it's worth kind of mentioning something
Alana Nuth (Geneseo: The overlap analysis tool that is an Alma. It's not an analytics, but I think it's kind of a different way for us to analyze our electronic resources and I think it could potentially complement, some of the data.
Alana Nuth (Geneseo: Some of the analyses that we're doing an analytics. I think it kind of support that overlap analysis. So I want to spend a couple minutes on that. I don't think it's going to take the full remaining portion of this training. So if anyone has questions. We can also address them at the end.
Alana Nuth (Geneseo: So to segue a little bit earlier, we were looking at
Alana Nuth (Geneseo: I'm going to go
Alana Nuth (Geneseo: A long way around here. We were looking at
Alana Nuth (Geneseo: This overlap these different overlap reports that are available member calm talking about
Alana Nuth (Geneseo: How we could set the number of collections. Right. We were talking about that. Not too long ago, I think.
Alana Nuth (Geneseo: When I was preparing for this. I was trying to think of like a real world application for some of these reports. Some of these dashboards. I think many of them would be used, simply for reporting purposes.
Alana Nuth (Geneseo: Maybe if you are preparing an annual report.
Alana Nuth (Geneseo: Or maybe looking to make a collection development decision, but I think they're kind of
Alana Nuth (Geneseo: Flat in terms of how we would use them. I do think, though, using the this report which, like all of them can be exported to excel.
Alana Nuth (Geneseo: And the way you would do that is simply to
Alana Nuth (Geneseo: You know, here's our report, this is what we're looking at. And we could look at the
Alana Nuth (Geneseo: Export button here.
Alana Nuth (Geneseo: I don't see it.
Alana Nuth (Geneseo: But all of these reports can be exported.
Alana Nuth (Geneseo: Despite the fact that I'm seeing here we go.
Alana Nuth (Geneseo: Okay, so we can export to Excel. But anyway, the point I'm trying to make is I think that some of the information that we could glean from this type of report, we could identify certain collections that seemingly have a great deal of overlap. For example, when we had looked at
Alana Nuth (Geneseo: The example that we looked at earlier. And if we increase the number of collections. Let's look at five or more
Alana Nuth (Geneseo: So we're looking at portfolios.
Alana Nuth (Geneseo: That start with zero 30 3D that are available and multiple collections. So we're looking at overlap of five or more electronic collection. So this is kind of
Alana Nuth (Geneseo: Especially as these with 811 I mean these were that's kind of a lot of overlap. Right. So if we were to export this from it to excel.
Alana Nuth (Geneseo: We could sort this a little bit and kind of identify some collections that keep reoccurring in terms of the amount of overlap. They're having especially maybe within databases from within the same vendor provider content writer.
Alana Nuth (Geneseo: We could kind of use some of that information as a clue to then use online. I'm going to jump over to all my new to use the overlap analysis tool that's available and resources advanced tools overlap and collection, analysis.
Alana Nuth (Geneseo: So we can ask Allah to analyze two or more collections.
Alana Nuth (Geneseo: And it runs a nice report for us. So I think we could maybe start an analytics and then move over here to really kind of get into more of the weeds, especially when we want to see exactly where the overlap is occurring. If it's a complete overlap. If it's partial overlap.
Alana Nuth (Geneseo: To kind of just get more information. So to do this we would submit a new report, you can see that I already ran these. So those are already available to us, but we can submit a new report.
Alana Nuth (Geneseo: Mana compare a set, so we'll leave that as the default and click Next.
Alana Nuth (Geneseo: And then we can select a source electronic collection. So what collection. Are we trying to compare so
Alana Nuth (Geneseo: What we'll do it. We'll were prompted to me to do a repository search by electronic collection.
Alana Nuth (Geneseo: So I want to look at Gail business insights. Right. And here we go. We have to select it and then we'll get this nice confirmation message.
Alana Nuth (Geneseo: It's been added. That's great, then we're done. Okay, so there's we're
Alana Nuth (Geneseo: What we're comparing it to. And I want to compare this to
Alana Nuth (Geneseo: I'm going to use pro quest ABI Inform is my
Alana Nuth (Geneseo: My target electronic collection. Just because those were two collections that kept reoccurring when I was looking at that analytics report and preparing for this session.
Alana Nuth (Geneseo: So I'm going to look within the institution zone. However, if we were using this tool for a different purpose. Maybe we wanted to compare
Alana Nuth (Geneseo: A resource which we already license with a resource that we were thinking about, we were considering a license to we might want to look in the communities down
Alana Nuth (Geneseo: Because that that resource that we have that license would not be in the institution, it would be in the community zone if we're considering maybe something for purchase.
Alana Nuth (Geneseo: So we just let our target or trauma collection will do our repository search
Alana Nuth (Geneseo: Okay, I'm going to select this one. The ABI Inform collection. So we select it, we add it
Alana Nuth (Geneseo: And then we're done.
Alana Nuth (Geneseo: And then we'll tell on once you run the analyses. So there's overlap analysis, we could name it something you know like a BI and
Alana Nuth (Geneseo: Business insights, whatever you want to name it the description. We're going to use the ISS a match method, the current year is fine.
Alana Nuth (Geneseo: I think it's helpful to check this box because it'll also a lot of snow about any partial coverage that may be occurring. And then we click Submit.
Alana Nuth (Geneseo: And if the job goes, I'm not going to wait for this to run. I'm going to open up a report that I did the other day. Once the report is john we can review it and then we have these different reports to look at. So we can see. So in this example, I was using
Alana Nuth (Geneseo: I was using Gail business insights and Gail academic one file. So I wasn't using the same two that I did just now, but we could see a report of complete overlap partial overlap title overlap and then title unique so we can kind of drill much deeper.
Alana Nuth (Geneseo: In terms of our analysis. So when we click on the report the set comparison here were prompted to open the Excel file, which then
Alana Nuth (Geneseo: I probably should have open to smaller hopefully this will be fast, but then that'll kind of give us this really helpful overlapping analysis for these two resources.
Alana Nuth (Geneseo: So we can see it's analyzing by title, we have the animals and and I am sad, we have the different collections, this is coming from. We know it's coming from Gail, the coverage dates.
Alana Nuth (Geneseo: And then we have the collection that we compared it to. So I compare business insights essential. So here's all the information for business insights essentials and then I compared it with Gen one five. And here's all the data for general one
Alana Nuth (Geneseo: So it's kind of a huge. I mean, it's a big data set to work room but
Alana Nuth (Geneseo: But it is giving us some very valuable information here when we're talking about overlap when we're thinking about making collection development decisions and looking for potential cost savings. So it's not part of the analytics.
Alana Nuth (Geneseo: Platform, but I wanted to mention it because I think those two tools could probably work together rather well.
Alana Nuth (Geneseo: So that's what I wanted to cover this afternoon, as I said earlier, the last
Alana Nuth (Geneseo: Scroll through my slides here the last slide in the deck just have a list or links to different types of documentation. So the all my analytics Training Guide that was created by
Alana Nuth (Geneseo: SLS is we have different documentation that actually versus put together some different blog posts that actually versus put together and then some information on how to
Alana Nuth (Geneseo: Build your counter data or set up your sushi accounts. So we have about five minutes left, so if anyone has any questions, please feel free to ask, you're welcome to unmute yourself or use the chat function if there's anything that's still unclear to you.
Alana Nuth (Geneseo: I know we kind of talked about some of the issues within these Analytics reports that are not
Alana Nuth (Geneseo: Definitely not perfect, but they do.
Alana Nuth (Geneseo: They do provide some us
Alana Nuth (Geneseo: Okay, I don't think anyone has a question. Um, thank you all for attending. Like always, the slides will be available the recording will be available on and I thank you again for attending and have a good rest of your day.
Alana Nuth (Geneseo: Oh, we did get a question. Okay, good, good, good. Is there a way to compare overlapping electronic with print. Yes, there is.
Alana Nuth (Geneseo: That's a very good question. I didn't, I didn't cover it because I was thinking primarily of electronic resources. Um, but there is a report and analytics that looks at t and e overlap. So let's see if I can quickly find it.
Alana Nuth (Geneseo: Let me look really quickly. The documentation. So you're not just
Alana Nuth (Geneseo: So, you know, I'll have to look and when we because I don't want to waste everyone's time while I'm looking, but there it is possible to
Alana Nuth (Geneseo: Run a report to compare electronic and print and what I can do is I can add a slide to the slide deck that way when that share. There's some information about that. I don't want to waste everyone's time on looking. That's a really good question. So thank you.
Alana Nuth (Geneseo: Oh, and the titles.
Alana Nuth (Geneseo: Oh look, here it is. Thank you so much. Here we go. So electronic and did. Okay, so here we go with our last two minutes remaining here.
Alana Nuth (Geneseo: So we have overlap between electronic and digital electronic and electronic Clinton digital print and electronic print electronic and digital and print and print. How exciting is this. So let's open the stylus to EMP. Here we go.
Alana Nuth (Geneseo: Oh,
Alana Nuth (Geneseo: That's not quite what I thought it was going to do. Um, so it looks like we have to enter a title, you know what, I'll look this up and put it on my slides because I don't want to waste everyone's time but there is reporting available for print and electronic
Alana Nuth (Geneseo: Electronic and electronic
Alana Nuth (Geneseo: But it looks like we have to prompt were prompted to kind of interesting title information. So anyway, I'll look into that and all included my slides because we're pretty much out of time, so thank you for the good question.