12 Oct 2020: Weekly Project Update Meeting and Analytics Demo
Meeting To Do:
Meeting Time:
- Mondays, 1-2:30pm PT
- Note the extension of this meeting to 90 minutes
Meeting Agenda:
- Upcoming Meetings
- Analytics Demo
Upcoming Meetings:
Full list available at Schedule - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
- Thurs Oct 15: Office Hours - Oct 15 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries (Reminder: Please post your questions by EOD today)
- Mon Oct 19: Weekly Project Update Meeting - Oct 19 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
- Thurs Oct 22: Office Hours - Oct 22 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries (Reminder: Please post your questions by EOD Monday Oct 19th)
- Mon Oct 26: Weekly Project Update Meeting - Oct 26 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
- Thurs Oct 29: [Special Meeting] Technical 3rd Party Integrations Overview - Oct 29 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
- Mon Nov 2: Vanguard Lessons Learned Meeting - Nov 2 - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
- Thurs Nov 5: Special Meeting: UCS Implementation Kickoff - 01UCS - Alma/Primo VE Project Implementation for University of California Libraries
INTRODUCTION TO ALMA ANALYTICS
Intended Audience:
- Anyone responsible for performing data review
- Anyone responsible for reporting post GoLive
- Anyone curious about how Analytics works
Demo Timing:
- 2/3 devoted to intuitional analytics
- 1/3 devoted to network analytics
Demo Environments:
- Institution Environment:
- Network Zone
Analytics Agenda:
(1) Infrastructure/Roles/Environment
(2) Running and Modifying Out-of-the-Box Analyses at the Institution Level
(1) Infrastructure/Roles/Environment
(2) Running and Modifying Out-of-the-Box Analyses at the Institution Level
- Acquisitions example
- Physical Inventory example
- Fulfillment example
(3) Creating a New Analysis at the Institution Level
- Users example
(4) Exposing Results to Others at the Institution
- Widgets
- Reports
- Scheduled Reports
(5) Running and Modifying Out-of-the-Box Analyses at the Network Level
- Consortia example
(6) Creating a New Analysis at the Network Level
- Records not linked to the Network
Meeting Resources / Notes:
- EXL Presenter: Connie Braun
- Analytics Documentation:
- Presentations and Documents - Analytics: https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Analytics
- Good example for Analytics reports from a consortia: Folders > Shared Folders > Community > Reports > Consortia > WRLC
- Good idea to copy and paste to your own folder
- Reminder: Analytics are synchronized on Saturdays (so others who share may not show up until after Saturday)
- Item Count by Library and Location - good to review if any of the numbers look off (i.e. a library or location that only have a few items)
- For those without access to Analytics, you can send them a (scheduled) report - like a PDF; also can manage users' subscriptions to the report(s)
Follow-Ups:
If any, questions (and subsequent answers) will be added added below - or to the Discussion section of these meeting notes
- [Question] Is this data also migrated from Millennium campuses? (From Lynne E. Grigsby to Everyone: 01:52 PM)
- [EXL Answer] Loan data from Millennium campuses that were migrated during Vanguard, including Berkeley, are available in the Network Zone’s Analytics.
Other Meeting Details:
- Public link to the meeting notes: https://public.3.basecamp.com/p/LJYLJa6tgCMNv1Lf81Y4vrAc
- Agenda posted on 9/21