Michelle Eichelberger: morning everybody why don't we go ahead and get started, thank you for joining me today for an overview of Primo analytics.
Michelle Eichelberger: So what we're going to do today is we're going to talk about how you get into Primo analytics it is separate from all my analytics we're going to look at some of the out of the box reports which may be all that you actually need.
Michelle Eichelberger: we'll talk a little bit about creating reports from scratch and as we go through the different reports will talk about ways, you could use this information to help you redesign your Primo.
Michelle Eichelberger: give you ideas to think about, for you know instruction classes, what you might want to focus on more collection development ideas all of those kinds of things.
Michelle Eichelberger: i'm going to have a shorter presentation today, so that hopefully we have some time to discuss things afterwards we can go out and do some demos, we can talk about things you might have tried that didn't work all of that kind of thing.
Michelle Eichelberger: So, as I mentioned Primo analytics is a whole separate thing from all my analytics and if you click on the analytics icon when you're in configuration or even in your regular all my you'll see that it's here separate so.
Michelle Eichelberger: One of the things to keep in mind as you go into it is there's a whole different Primo setup it's called Primo back office and it's for people who went live before we did.
Michelle Eichelberger: You could they could choose to stick with that they could choose to migrate to pre movie pre movie is the newer product but.
Michelle Eichelberger: Because of that there's no separate analytics just for pre mobi so when you're playing around in analytics if you think see things that don't make sense to you, it could be, because it has to do with the back office Primo and may not be relevant to us.
Michelle Eichelberger: They haven't separated it out yet it's still one big chunk for all things Primo.
Michelle Eichelberger: So a lot of the documentation is for Primo back office, so when you're looking around trying to find out what the different subject areas mean if you're confused it's not you it's them, they just haven't updated the content.
Michelle Eichelberger: So, to get into this, you need the analytics administrator role and the design analytics rule.
Michelle Eichelberger: One thing to keep in mind like on the analytics is that the data isn't absolutely current it's usually a day behind, and you can tell in this area if you scroll down to the bottom of this pop out, you can see, when it was last updated.
Michelle Eichelberger: So the out of the box reports are actually really great for Primo, I think, and like I mentioned this may be all that you need so when you get into analytics if you click on the catalog.
Michelle Eichelberger: link up at the top of the screen you'll see under shared folders Primo and then dashboards if you open this dashboard this is going to give you all kinds of information about how promos being used at your site.
Michelle Eichelberger: So we're going to go through some of your options, so this is kind of the you know the big screenshot of everything there's little tabs across the top and we will go into these.
Michelle Eichelberger: So you can would not copy the dashboard that breaks things, but if you want to copy any of the underlying reports, if you do this.
Michelle Eichelberger: You can get to the reports through going in here if you click on expand, you can see what's being pulled into the dashboard but you know again don't copy the dashboard itself, if you want to mess around with what's underneath that you can do that.
Michelle Eichelberger: So in the dashboard they have both tables and a chart for the exact same data that's just displaying differently depending on what meets your needs better.
Michelle Eichelberger: here's documentation about you know what the different things mean within these tables, I do have more documentation at the end of the presentation and like I said just bear in mind that it's for all Primo it's not just pre movie.
Michelle Eichelberger: Okay, so.
Michelle Eichelberger: This first tab is for action, so these are the ways patrons are using your premium So what are they doing in there, what kind of searching, are they doing what are they do once they get results.
Michelle Eichelberger: That kind of thing so we're going to go through some of these you can look at the results by either count or percentage it's really up to you what you're trying to look at So you can see, you know how many people are doing basic searches, how many people are doing advanced searches.
Michelle Eichelberger: browsing all of those kinds of things, so this is going to show you how people are searching it gives you information monthly which I think is useful to compare over time.
Michelle Eichelberger: You can tell what are the busiest points in your semester it's usually tied to exams or papers that are do that kind of thing.
Michelle Eichelberger: One of the things that does not show, and there may be a way to do this, that I just don't know about, but it does not show who's going in via the widget versus who's going in via direct search of your catalog.
Michelle Eichelberger: that's something to bear in mind, so you know as you go through this stuff and you look at it, you know here's some information about the voice search.
Michelle Eichelberger: So if people aren't using that very much, but you at your campus think that that's important or you might want to try and get more use of it.
Michelle Eichelberger: This is where you can start thinking about in your instruction classes, you know, do you want to.
Michelle Eichelberger: Do you want to train your librarian so that, when they meet with students they're more aware of what the options are for voice search or for browsing or for whatever.
Michelle Eichelberger: So that's how this data can impact what you're doing in the libraries first teaching The other thing you might want to think about is if nobody's using the browser if you want to make the browser more prominent.
Michelle Eichelberger: You know you have limited number of links in your header and Primo that can display at one time, so you know, will there is a.
Michelle Eichelberger: report later that talks about those a little more specifically, but you know if people aren't using the browser but you want them to maybe you want to move the browser link up more so that people can see it.
Michelle Eichelberger: Because you do have to know there's a place to click to expand So you can see, all of the header options, they don't automatically all show at the top, so you might want to play around with that.
Michelle Eichelberger: This thing I cannot figure out what this is it's showing a lot of usage, this is Hudson bellies Primo but.
Michelle Eichelberger: I don't know what it is, because they don't have the database A to Z like the out of the box A to Z activated, this is not the link to their like lip guides database A to Z.
Michelle Eichelberger: So this may be some kind of weird Primo back office thing it's getting a lot of us, I don't know what it is, but I just I bring this up just to.
Michelle Eichelberger: To you know mentioned the mysteries of Primo analytics you know if if that was something we wanted to learn more about We probably have to put into salesforce ticket because, again, the documentation is not just for pre mobi and some of it is a little hazy.
Michelle Eichelberger: So I mentioned, you can also see what people do once they get results.
Michelle Eichelberger: These are the kinds of things that show up on the results list actions, so you know they get some results, what do they do next, you know, do they mess with facets, do they select a record do they expand.
Michelle Eichelberger: The CDI results, this one is pretty important and we're going to talk a little bit more about that.
Michelle Eichelberger: When we had Apps go eds for a discovery layer the default was to show all results, so the default would be you know.
Michelle Eichelberger: expanded so you'd get all of your results, not just the full text ones, and I think people are kind of used to that.
Michelle Eichelberger: And I think that they don't always know to click on that expand option, you know you guys may have renamed it something other than expand, but they may not even see it there on the.
Michelle Eichelberger: On the facets list so something to consider is do you want to change your search results to always show everything.
Michelle Eichelberger: Because I think sometimes people get frustrated if they can't find a specific article that they're looking for they don't know that they need to expand to actually find it.
Michelle Eichelberger: It might help with I ll stats if you could you know deliver more results right away, not just the full text ones, but that's really a personal campus decision.
Michelle Eichelberger: But sometimes looking at this data can give you a little more input into helping you make that decision for your campus.
Michelle Eichelberger: And again, training, you know do if you don't start with an expanded search to your students know that they should expand it that kind of thing i'm gonna just take a breath for a minute here.
Michelle Eichelberger: Rebecca I see your your message about the teaser journalist, I actually think it's not that because there is a separate one for that, but that's a good question, and when I did poke around in the documentation.
Michelle Eichelberger: It says something like the disease list is it was not helpful but yeah that is a good idea, but I don't think that that's what that is all right let's keep going here.
Michelle Eichelberger: So another thing you can see, on that first actions tab is general actions, and this is what I was talking about this is where you can see your links in your header.
Michelle Eichelberger: So you know if you have your lip guides A to Z link that's separate from that other A to Z thing, but you can see it here, so if they just go in order that you have them set up.
Michelle Eichelberger: In your configuration for Primo to this is where you can see what else, people are doing in there, you know, are they signing in this is something to keep in mind, do you want people to sign in do not care if they sign in the benefits of signing in our that they can see.
Michelle Eichelberger: Request forms right away, if you want people to be able to put things on hold or.
Michelle Eichelberger: Request things VI ll but you know if it doesn't show right away, there will be a button on the screen that says sign in to get those options The other thing is, if you have.
Michelle Eichelberger: data bases, where the searching is subscription only which would be things like art store those search results won't show until people sign in.
Michelle Eichelberger: So that's a benefit of signing in but on the other hand, if you make people sign in to use your catalog that makes it so that other.
Michelle Eichelberger: Librarians can't get in from off, you know from like look if I wanted to go look at your catalog results I wouldn't be able to see anything because I don't have a sign on to your system.
Michelle Eichelberger: It also kind of slows things down for people if they just want to go and see if you own something maybe they don't want to have to sign in to do that.
Michelle Eichelberger: But again, local decisions The other thing you could do is you could set up silent login which is if they're already signed into your campus.
Michelle Eichelberger: cms like blackboard or or whatever soon he's moving to now moodle or or.
Michelle Eichelberger: I can't remember the other one that's being talked about if they're signed into that the system will know that they're signed in and it'll automatically signed them into Primo that's an option.
Michelle Eichelberger: So this is just really good information to look at which you know what's being used, how is it being used.
Michelle Eichelberger: You know if people are using my account that's good, then you probably don't need to do much more training on that, but if they're not and you want them to maybe that's something else you could have your instruction Librarians bring up in the classes.
Okay.
Michelle Eichelberger: So another thing under that actions is exploration actions, and this is, you know what are our people navigating.
Michelle Eichelberger: You know this has to do with again browsing or citations or you know, do you have a lot of resource recommender stuff set up are they using that.
Michelle Eichelberger: So again, training, you know do people need help learning how to use the citations do they need help with browsing if you don't think browsing is important than you certainly don't need to cover that in your training.
Michelle Eichelberger: One of the things about citations and Primo is that they do get updated automatically, but you don't get any notification that that's happened and you're in control of the labels for the citations so.
Michelle Eichelberger: You know if you I think a PA was an issue recently, you know, maybe you still have the label set as a PA six but it's actually updated to seven so.
Michelle Eichelberger: Sometimes it shows that information in the release notes, sometimes it's kind of buried so i'm trying to stay on top of that, to help you guys to keep you in the loop.
Michelle Eichelberger: But, in general, you don't have to mess around too much with like activating new citations when new versions come out, but you do have to be in charge of tape chain did the label for that I don't think students care so much if they can get the citation in the style that they need.
Michelle Eichelberger: And again browsing you know if people aren't browsing and you want them to browse more you can mess around with the header links any questions so far.
Michelle Eichelberger: All right.
Michelle Eichelberger: So devices, this is another one of the tabs up at the top on that dashboard and this tells you How are people accessing your pre mobi.
Michelle Eichelberger: And this, I thought was kind of interesting because we tend to think of people, you know everybody's on their phones all the time, but actually a lot of people are still getting in via laptop PC etc.
Michelle Eichelberger: And the reason, this is useful, is because this impacts, how you do design on your pages, you know if you use a giant logo for your library, maybe.
Michelle Eichelberger: You need to mess with that I think Primo does help you to make it a smaller size but, in general, when you make a change.
Michelle Eichelberger: Are you testing the change on all different kinds of devices or you know if you're not testing it on a phone, are you at least.
Michelle Eichelberger: Checking to make sure that it's responsive by decreasing your browser window just to see what happens when you make it a smaller window, and you know is your site responsive and accessible on all of these different devices.
Michelle Eichelberger: Okay, I mentioned that there was a report just for facets, so this is really interesting to see you know what are people using what's, the most important things thing to them.
Michelle Eichelberger: And sometimes if you have too many facets, it can be overwhelming and make your screen really cluttered So if you have a facet that's never being used.
Michelle Eichelberger: Things to think about would be well, if you want it to be used, you need to rename it, so the patrons know what it means.
Michelle Eichelberger: Or if it's not really useful, you can actually hide it, you have a lot of control over what shows in Primo both the naming and the display of it, so this can help inform those kinds of decisions.
Michelle Eichelberger: um The other thing to keep in mind is you know if your resource types are all the way at the bottom of the facets and people are using them a lot, maybe you want to move up to the top, you can control the order of the facets that show up.
Michelle Eichelberger: Okay, and then also there is a report on sessions, you know where are people coming from.
Michelle Eichelberger: Oh, and it looks like i'm I apologize, I will fix these slides there is actually an image that shows all the different countries where people are coming in from, and I must have.
Michelle Eichelberger: not use the right one, so apologies for that, but what this is the screen shows you is you know, maybe they're coming in from all over the world, you know does your campus have some kind of Program.
Michelle Eichelberger: In Europe, or you know, do you need to consider you can use multiple languages in Primo you know, and if you have a ton of people using it, I don't know.
Michelle Eichelberger: In Slovenia, you know, maybe you need to think about making some other options for languages available.
Michelle Eichelberger: Popular searches this one, I think, is super helpful and.
Michelle Eichelberger: kind of amused at one of the most popular searches at Hudson valley was for beer.
Michelle Eichelberger: So you know what are people looking for, and this can help you.
Michelle Eichelberger: Both in terms of you know how are they setting their searches up do they need better training and instruction sessions about you know Primo isn't Google you can't put in giant long sentences and expect that it's going to.
Michelle Eichelberger: be smart enough to give you good results.
Michelle Eichelberger: You know, are the top results associated with various projects or courses, you know if you if you see the same search all the time, maybe it's because one of your instruction Librarians is using that as a search it's just really interesting to see what people are interested in.
Michelle Eichelberger: And you can see the results that come up for these things, so you know, this can also help inform collection development decisions, so if people are really looking for a lot of information about Ruth Bader Ginsburg.
Michelle Eichelberger: Maybe you should consider buying more print material or you know ebooks on Ruth Bader Ginsburg just depends, you know, this is a pretty good number of results so it's not like you have nothing out there, but this can help you as you're making decisions about your collections.
Michelle Eichelberger: The other thing this can help you with is, if you see that people are using the Primo search to look for things like.
Michelle Eichelberger: You if you have events on campus and they're looking for information in there or your hours, excuse me.
Michelle Eichelberger: This might give you information about you know things you might want to set up as a resource recommender and what resource recommender is if you're not familiar is.
Michelle Eichelberger: The way you can set up a little placard that shows up at the top of your screen so somebody types in library hours you could have it come up with a link to your library hours so that's a handy thing that is useful and this particular.
Michelle Eichelberger: Report can give you fodder to create those kinds of things oh Brenda that's funny about the via results.
Michelle Eichelberger: Okay zero result searches, this one is that can be very depressing, but also very useful I think Karen gallus from farmington or farmingdale.
Michelle Eichelberger: always says that this one makes her very sad, so this is telling you, you know what are people looking for and did they find it or not, and.
Michelle Eichelberger: It gives it to you know gives you can limit it by month, and this is helpful because, again, think about this in terms of expanded versus on expanded search if they're searching for something.
Michelle Eichelberger: And they don't find it, it may not be that you don't have it, it may be that because you're limiting your initial search results.
Michelle Eichelberger: To unexpected just full text or just not getting it and again if they don't know that they need to click on that thing to expand it, they may not find what they're looking for.
Michelle Eichelberger: So this is worth reviewing pretty regularly just to see what you know again what people are looking for and also this can inform your collection development decisions as well you know.
Michelle Eichelberger: it's also very possible that people are looking for textbooks that may be, what some of these ISP ends are who knows so.
Michelle Eichelberger: You know, like here anthropology eighth edition My suspicion is that that is a textbook that they're trying to get electronically through you guys same thing with this gardeners art.
Michelle Eichelberger: General chemistry etc so it's worth taking a look at this just to see what people are fighting are looking for and what they're not finding.
Michelle Eichelberger: So I mentioned that the Primo analytics is both for pre mobi and for the old the Primo back office, this is, these are both related to the back office so you're not going to get results for these So if you click on them, and nothing happens don't.
Michelle Eichelberger: despair that's intentional it's because it's not it's not useful for Primo V.
Michelle Eichelberger: Okay, so if you want to create a report from scratch what you would do is up at the top here, you would click on create and then you would click on analysis and then you get these subject areas to pick from.
Michelle Eichelberger: You can see it's the same stuff we just looked at, so you know axiom usage device usage facets popular searches zero results, etc, so again, you know the out of the box dashboard maybe really all that you need.
Michelle Eichelberger: Something else to keep in mind is that you I don't think that you can combine all the analytics with Primo analytics so what you're you know what you are able to do and prima is basically just this.
Michelle Eichelberger: Okay, any questions before we go on to kind of poke around and look out in the live area anything you guys have tried to do that didn't work anything specific you want to look at feel free to unmute yourself.
Michelle Eichelberger: Okay, well, we may have a very short session today.
Michelle Eichelberger: So Brenda if you don't mind i'm going to actually since i'm already in your system i'm going to just click on the analytics so as I mentioned design analytics Primo.
Michelle Eichelberger: And then, because I was in here before it remembers and this you get to by clicking on the catalog which since i'm there I guess it's not going to give me any kind of thing that tells me i'm going there shared folders just click on that and then Primo.
Michelle Eichelberger: And the dashboards and open it up, and this is your specific data.
Michelle Eichelberger: And then you can just play around with it.
Michelle Eichelberger: So you can you know limit how the results look.
Michelle Eichelberger: here's all those screens, I was talking about i'll show you that sessions again my apologies for not having the right screenshot on that.
Michelle Eichelberger: But this just tells you where people are coming in, who knows if you know what maybe these are web crawlers you don't know for sure that this is a person trying to get in, but if you have international students that may be, where this information is coming from.
Michelle Eichelberger: here's the zero results searches.
Michelle Eichelberger: And again, it looks like a lot of these are textbooks.
Michelle Eichelberger: So it's just useful to go out and see what's out there anything anybody wants to look at.
Michelle Eichelberger: Anything you were hoping i'd covered that I didn't cover.
Michelle Eichelberger: Okay, well, if we go back to the.
PowerPoint.
Michelle Eichelberger: I had one more slide.
Michelle Eichelberger: Oh that's interesting Brenda about the Kazakhstan.
Michelle Eichelberger: Okay, so I had one more slide for you guys and that is there are some good resources out on the.
Michelle Eichelberger: X lieber site this I had posted in workplace back in April, and this was a really excellent overview of Primo analytics I mean some of what I covered, but there's even more about like.
Michelle Eichelberger: Setting up reports to send yourself that kind of thing, so I would highly recommend that you go take a look at this recording and also, if you want the slides that's in the PDF.
Michelle Eichelberger: Rebecca what does voice search we refer to in your Primo you can set it up, so that people can speak to it, you know if they're on their iPhone if they're on their smartphone or something like that let's go take a look.
Michelle Eichelberger: So if we go to polly's.
Michelle Eichelberger: Primo and you can do that by clicking on there's a little microphone icon, and this is a voice search.
Michelle Eichelberger: So you, you know the person would just click on that speak into their device, and then it would do a search based on that okay Steve I had a question.
First, page results Primo sexual.
Michelle Eichelberger: The you can choose to look at it as a percentage or a number is that what you mean.
Michelle Eichelberger: Steve he feel free to unmute yourself, can you give me a little more information.
Michelle Eichelberger: i'm not quite sure where you're what you're talking about where you're looking at.
Michelle Eichelberger: Okay.
Michelle Eichelberger: If you can tell me which tab we can look at if you're talking about percentage versus count that you just switch back and forth.
Michelle Eichelberger: And what that percentage is is just what percentage of the all the total options in this particular table, so you know for June for this table 73% 70 you know 73.6% was the basic search.
Michelle Eichelberger: So hopefully that answered what you were asking sorry if it doesn't.
Michelle Eichelberger: Anything else.
Michelle Eichelberger: Excellent thanks Steve.
Nancy Babb: I have a question about resource recommender.
Nancy Babb: And I could look this up myself but i'll ask, as long as you're asking.
Nancy Babb: desert yeah can we get the stats on different resource recommendations or just resource recommend your overall.
Michelle Eichelberger: As far as I know, Nancy is just researched recommender overall, but you know I would submit a salesforce case or do some research I just I don't see anything in here or anything in the catalog that has like specific resource recommended that doesn't mean that that's not possible.
Michelle Eichelberger: But I don't.
Michelle Eichelberger: yeah i'm not quite sure where that would you know where it would lay it out to like which ones are being used more than others that's a good question but off the top of my head I don't know of a way to do that.
Nancy Babb: alrighty thanks.
Michelle Eichelberger: Okay you're welcome.
Michelle Eichelberger: Anything else.
Michelle Eichelberger: Alright, well, I hope this was helpful I know this is kind of a brief overview but there's really not a ton in here.
Michelle Eichelberger: So you know if you think of any questions later feel free to post something on workplace or submit a live answers ticket and I hope that this gave you some ideas to move forward with the analytics so thanks everybody.