So, welcome everyone back to welcome back to Aarons OMA. So we're kind of getting towards the end of our training sessions we only have a few more.
Meeting times left I am Alina Knuth, and today we're going to cover usage statistics for electronic resources. So we're going to look at the process for manually uploading Connor reports to Alma
As well as setting up sushi integration. And if we have time, we'll also take a look at some of the analytics available and all my for
usage data. So I'm also joined by Stephanie has and Stephanie is going to be tackling the sushi integration portion of our talk. So she'll have, the more complicated.
Content.
But to kind of introduce what we're going to be talking about. There's different options available and Alma to track and manage usage statistics.
That we get from our vendors. So when I'm talking, what we'll be talking about this morning is the
Reports that vendors make available to us from their administrative accounts and Alma is only set up to handle counter reports. So if you have a vendor that makes
usage data available, but is not counter compliance those reports are not going to be almost not gonna be able to do much with those. So that's just something to keep in mind when you're planning your workflow and how you're going to be
You know, evaluating your, your resources, anything that's not counter compliant will not have to be handled outside of all mom.
usage statistics are handled in the vendor record.
Both the sushi setup as well as where the actual reports themselves live
So if you have the time and the capacity between now and cut over, you could go ahead, set up your sushi accounts manually upload reports and all that would actually be maintained across cut over it also might be something that you decide to handle after migration, if it's a lower priority.
So I've kind of said this already, but just to reinforce this idea. There's two options to harvest counter statistics and online.
You can manually upload reports. So you would go to your vendor or your publisher admin account, you would download the counter report to your computer and then manually upload it to Alma or you can set up an integration with sushi and so that'll be a local decision.
For your library to determine what works best for your workflows and for your, for what you're doing.
So why is this also important, why are we making such a big deal that usage statistics.
All my offers on quite a bit of analytics and reporting options that were not available in all of that's for sure.
On and are maybe available at some of the other tools that we use, but almost able to pull together counter statistics acquisitions data.
And really bundle that information and really clean, nice reports for us. So this screenshot that you're looking at now was actually from a vendor record. This isn't actually what we'll be talking about today. This is
Probably the wrong screenshot I've should have taken, but we'll be looking at analytics and looking at some of the reports that are available.
That look at like cost per use or look at vendors that have the highest cost or the least cost.
We can analyze data by resource type. So there's quite a bit of options, which is why it's kind of a big deal and kind of to our benefit to to leverage this functionality and and go ahead and either integrate or upload reports to online.
So there's a few roles that are required to work with counter and sushi in omagh. So some of these we've seen before, like the general system administrator and the acquisitions administrator. These are going to be two roles that have the highest
Or the greatest breath of permissions and functionality within Alma, and then there's also a vendor manager and usage data operator. So depending on how your library structured depending on how workflows on are managed across staffer across units that would determine who has which role.
So that would be another local decision and there are some I also provided a link to some x Libra documentation.
That talks a little bit more about some of these things as well.
Okay, so let's take a look at how to manually upload Connor reports to to Alma, it's pretty straightforward. It's basically just a file upload
But we'll take a look at this process. So there's two places to upload Connor reports, we can use the vendor record or we could use the usage.
Data Loader I personally think the usage Data Loader might be a little bit easier. Only because you're uploading reports in one
Place. So like if you're like us. We kind of download our reports all at one time and then we kind of handle them and you know all at once, so it's easier just to be in one location. Upload. Upload those files.
In one place and Alma versus if you were uploading to the vendor record you're entering and exiting each vendor record that you're that you're working with. But once again, local decision a local workflow.
So, but here's a screenshot of the vendor record on this is an example from Jay star. So we can see the sushi account and this will be something that Stephanie talks about
And then we can see where the on the counter reports live on. Once we've uploaded them.
And so we're going to look at this live and all, but just to give you a look at it. And then here's the usage Data Loader so you can see instead of
Looking only at one vendors uses or counter reports, we can look at all these different vendors and all their different counter reports and and a lot of the information is the same, but it's just centralized as opposed to being dispersed across the vendors
So let's switch gears. Let's get into Alma, and I'm going to demonstrate how to upload those files and then Stephanie will take over and then we'll look at sushi.
So, whoops. Okay, so let's switch over to
Okay, so we'll look at the, look at a vendor record first. So we'll search by vendors and then I'm just going to search by Jay store because that's the example that I'm using this morning.
And we have to Jay store vendor accounts because I have not finished cleaning up our vendor records, but we have one that migrated over from 360 and then we have one that I created. So ignore the fact that there's two
So we'll look at the vendor the vendor record and we're going to navigate over to the usage data tab.
And we're going to focus down here. We're going to leave this for a little bit later in the in the in the session. But here's where those counter reports live. You can see I uploaded one on April 5
You can see who uploaded it the fact that the report is fully processed. So it was it was a successful load the report type and the start and end dates so
When we upload a report to Alma. Alma ingests the report and actually looks to see what is the report type and what these dates are so I'm
I'm going to show you the process of uploading. I'm not actually going to upload a file.
Because when I practice again this morning, it takes so long least in our site, it takes so long for the usage for the counter report to be adjusted. I didn't want us just to be like sitting here for several minutes, waiting for to load it doesn't really
It's not really a good use of our time. So, um, so let's look at that process. So if we were going to upload a new or another report for Jay store we would simply go to upload file, we would select the file from our computer and then we would have the subscriber. So a comment about subscriber
This may already be configured for your site. It was for ours, because we had usage. We had counter reports and usage data come over from 360 so this configuration was done for us.
But if yours doesn't show subscriber, you'll have to configure it yourself. It is incredibly easy.
When I'm done with this. I'll show you how to configure it. It takes a moment. It's very easy. But basically, your subscriber is your institution.
So it's just your institution, even if you're a campus with multiple libraries, it's still your institution and you'll need this as well. When we talk about sushi.
So anyway, so we would, you know, we would select our file and Alma takes Excel files CSV files and tab to limited
Yeah, let me look at the slides to make sure I get all those file types, right.
Here we go. So these are the file types that Excel and text file I forgot text file. And also, here's a link to the documentation to configure
Your subscriber just an FYI. Okay, let's jump back. Sorry for the quick change. Okay, so we would upload. I'm not going to do it for real because it takes too long. And I'm impatient.
But we would select the file confirm the subscriber, and then click Upload, then what will happen.
Is Alma will say, Do you really want to upload this file, you will say yes. And then Alma, we'll go ahead and in just the file.
You'll get a second confirmation asking about any overlap. So if, when all my reads reads is probably the wrong word, but when when Alma
Takes a look at the counter report if it notices any overlap, it'll let you know. So you'll have to confirm that again and then ultimately it will load and then you'll see the status, the report type of these dates.
So you could have, you know, you might have for Jay store because Jay store handles books and journals, you may have Jr. One, you may have a book report, maybe you have a database report.
You may have for multiple years so you would just keep compiling all these reports and they would be visible here.
Occasionally, or you may encounter a report that does not successfully load. So I'm going to jump back to the slides because I have a screenshot of what this looks like.
Ah, so let's let me make this big. So if you try to load a report that is not fully counter compliant. It's not formatted correctly.
All mobile throw an error or in this case. In my example multiple errors and what will happen is, instead of getting
The notification that we see sometimes in the top left corner that says you know when it's green, and I'll say successful whatever instead of seeing that message. You'll see this
This bright red error message right so it's it's pretty you'll notice that, and then the status will be invalid and these report types and start dates. These will all be blank because I'm a will have been
wasn't able to to adjust it that may not happen to but just an FYI. It could happen if you have a report that's not set up the way Allah wants it. It's not set up.
To be counter compliance and if that happens, you would just have to go back into the report correct that formatting and then try to upload once again it's not going to take it unless it's almost it's formatted correctly.
And then you have these like we're used to seeing the ellipses. And you can either
You can view the
You can view download or delete the report right so it's pretty straightforward, or just uploading a file.
It's not, it's not particularly complicated and then when you were done, you would just click Save finished.
So there's a second place in all that you can upload a vendor records and that's in the usage Data Loader so let's also take a look at that. So to to get there, we would go to acquisitions.
In port load usage data. Okay.
And then let me scoot the spec over. So here's a list of all these reports that have already been loaded. Most of these
For us came over from 360 or their reports that I've been playing with actually looks like. Most of these are from me. But anyway, here's another place that you can upload your counsel reports. So it's the same ideas what we did in the previous the vendor record we simply upload the file.
The subscriber, once again, that's our institution and then you would select the file.
The only added step is we have to tell all which vendor, the report belongs to, because whatever we upload and they usage Data Loader will appear in this list, but then it will also populate the vendor record. So we just have to tell on which vendor.
That were that the report applies to so you would select the vendor.
The subscriber, you will have already configured. At this point, and then you would upload the file and click Upload file. So the exact same workflow.
Right, and then it will take some time and then the report will appear here you'll ask you'll get have to get you have to confirm that you want to upload it confirm any overlap and then it will appear.
So, same idea. We have the file name, the vendor subscriber the status report tight dates all this looks just like what we saw same functionality view download or delete.
So if we were to load a file here for J store. It would also appear in the J store vendor record.
So the nice thing about using this as your just in one location you could, you know, upload counter reports across vendors and then also
Alma will tell you if you have missing data. So on this missing data tab.
On i will tell us that some of these reports are missing some data. So for example, this
This, this report here this Jr. One is missing data for July through December, right, we have a bunch of reports that are only six months, almost want is letting us know
There's nothing really to be done on this tab. There's nothing you know you can't download a can really do anything. It's more
Elena
Well, yes, definitely. Sorry to interrupt.
Doing it. I just wanted to point out to that for these if you'll notice in the measured by column where it says record views. A lot of times, it's just that one facet of the report hasn't been
Good, though. Just so you know, just, just because that was I was having trouble with that before I say, oh, wait a minute. It's just the record views or it's just this one.
Facet so just be just to be aware of that. Sorry. Sorry to interrupt.
You know, please don't don't ever apologize for interrupting. And that makes sense because like we're looking at, like, for some of these. It's the same vendor, the same DB one but it's different metrics that makes sense. Thank you.
So actually, since since we're. Does anyone else have
Does anyone else have questions about this. Let me look at the chat.
And feel free to use the chat or unmute if you have a question or comment that you'd like to share
Okay, let me quickly show you them how to configure your subscriber, like I said, it's perfect. It's very easy, but it's worth looking at. Just so you know in case
You might need to do this. So it is considered a configuration. So you would just go to your alma configuration, you'd be an acquisitions general subscribers.
And then you would just enter your code and your description. So for us, I mean, this was done for us when we migrated, but it would just be like the name of your institution. It doesn't have to be anything
More, more than that. So you would just enter this information, click Save and you're configured so that's that is in fact how easy it is.
Okay, so let's um I think we've kind of talked about the manual upload. I want to make a couple comments about sushi and then I'll let go and and Stephanie, you can show and it will switch over and Stephanie will show us how to set up a sushi account.
Which may be relevant for those of us who use sushi. We actually don't use sushi here at Geneseo but this might be an inspiration to, um, so let me just jump over excuse all the clicking. But let me. I just want to make a couple comments. Okay, let me make this bigger okay so
Before we before Stephanie jumps into sushi. I just, I just want to make a couple comments, um,
I said this earlier, but I'll repeat it, the sushi accounts are managed in the vendor record. So any setup that you do, whether it's the
Sushi setup or what we just did with uploading the counter reports that will persist across migration. So your efforts will not be wasted. This is one of those things that you can do now and it will be maintained across cut over
If you want to upload like legacy counter reports. So maybe a report from last year or the year before, you would have to do that manually, you would have to go and retrieve that report from the vendor from the admin side and then manually upload it.
Because sushi will be looking at reports going you know the current year. It's not going to go backwards. It's not going to go back in time.
So that's just if you wanted that legacy information which might be helpful for analytics, it might be worth if you've got the time to go ahead and upload those those older reports.
I'm sorry sushi harvesting jobs run weekly once we're live. So right now, these harvesting jobs are not running for us. So we would have to manually kind of push them out. So once we're alive the harvesting job will happen sometime between Friday evening and Saturday morning.
Yep, so it'll be like ready for us on Monday when we get back to work.
If you want to run the job on demands, like if you, you know, you do your setup you want to test it. You want to run the job.
You can go into configuration acquisitions general acquisition job configuration sushi harvesting job run now. So, oops. So here's a screenshot with us. So this is where your this is what it looks like right here's that peel line packaging job and and here's the sushi.
I think also, if you have like a higher administrator role. You can even harvest on demand, like, once you're actually looking at the sushi account but but oh yeah so that's another option.
Um,
Okay, you need to have a subscriber, just like you did for the kind of reports we just looked at that and here's the documentation and then for sushi and Stephanie. I'm probably repeating what you're going to do. So I apologize.
For sushi. You'll need a an account for each vendor, but then you're also going to need an account per report type so
Using Jay store again. As an example, you may have a sushi account set up for the jr one for Jay store the book report and perhaps also the database report, depending on how you
Choose to analyze and evaluate a store your data usage. So it's possible that Jay store would have three sushi accounts or maybe even more if you were going to like run the platform report.
On. So each one of those report types requires its own sushi account. Okay, I've, I've said what I feel the need to say I'm Stephanie. I'm going to stop sharing when I'll let you take over and I'll watch the chat in case on questions come up while you're demoing
Okay. Great. Thank you so much, Selena that was very thorough
Did anyone have any questions so far before we jump into the live
No. Okay, let me just share my screen.
Can everyone see my screen.
We can, yes.
You can. Okay, very good. So here we have as Elena, you know, just to kind of reinforce some of things we talked about and see some stuff and action.
I'm currently in the loop, you know, under load usage data I'm already in that usage data screen as we talked about. Now for my example today. I picked American Physical Society.
We actually the vendor associated with with a PS for us is actually ESCA we pay ASCO so it's under the PepsiCo vendor and tree. And here you'll see some of the the files that I've recently up to update it uploaded and his see the sushi.
Which I started this morning. And actually, very interestingly enough, it went back and it repopulated for a full year. Once I activated the report. So, but I was, I was very excited. So I just wanted to
Bring that up. But first I'm going to do a very quick file upload. So you can see our, our uploader seems to be working fairly quickly.
And I already have the report up, ready to go. I took out this from my shared drive. I already. I just love the smell of fresh data on a Monday morning. So I went ahead and harvested this this morning.
And you'll see that's how quickly it went for a for us. I don't know.
It's different for every site, obviously. And of course you get that green message Lena spoke about saying that, yes, it was updated success uploaded successfully so
That's, that's wonderful. I'm going to jump now. And just so you can get an idea of how quickly it can go in the usage Data Loader when you manually doing it.
And I'm going to jump over to the Cisco vendor entry and you'll see here it says sushi vendor and that happens under the vendor type, you can't select that what happens is when you add an interface and give it a sushi.
Account that vendor type will appear in the listing and then you can actually sort on that type, but
Anyway, so here's our app Cisco and tree for being in 10 and you'll see we have a fully populate we have a populated usage data tab already
But I do want to require remind people before you get into uploading. You need to make sure you have the you add the right interface and also that you have access provider checked on your vendor type
In this main in the summary and the vendor details Summary tab. So here's American Physical Society, and in this case it's pretty easy to add just go ahead and and click Add. The nice thing is when you're adding an interface. You can actually just go ahead and type it in.
You can just type it in and it will start to populate for you.
So a lot of times those are already available. If not, you can just create a new one. In this case it's added for us at Binghamton, we like to make sure that we have some kind of interface description and a note as to when it was added.
Now, after you've created the interface, you can actually go into the statistics Information tab. And this is where we keep our login credentials. Obviously these are not the real login credentials, because that's a super obvious user ID and password.
But then you can go in and you click under usage statistics and you you make sure that the box is checked.
You can choose how you would like to have the to live the stats delivered. Maybe you want to fetch them on harvest them from online. You can choose
User selectable annual monthly, however, often they come
Where they're being delivered and then is Elena mentioned earlier on the accepts multiple format stats formats file format. So here you can actually list them all of the relevant ones.
Now we general UCSD. But we thought it was a good idea to keep that information. One thing that I find interesting is that the XML is actually not a choice in the drop down even though when you output sushi reports they are in XML format. Very interesting.
The other things you can add to your usage statistics entry are where you can find them. So when you're going into harvester stats you have you can just plug in this
Website and then here's where they are locally stored we share ours on our RS drive. That's why you have this file path names you are I
Now I'm not going to actually save it save anything in this. I'm just going to cancel it. So what, that's a good way for
If you have people who take turns. You know, sharing the responsibility for harvest and usage statistics. That's a good option for those who want to share that information.
So now we're going to click into the now that we've entered our statistics information. We're going to go into our usage tab or good our little friendly usage tab.
And you'll see here that for ESCA. We have a lot of sushi accounts.
We also have a lot of uploaded files. So here are the ones that I just uploaded using the up the upload feature as Elena mentioned earlier, it will it will carry over and be attached to the vendor entry. And of course, you can go in and choose
You know your report types, your status of your files. If you need to do cleanups you can look for invalid files partially loaded files.
And then there's always the option to go ahead and view or download them if you need to make corrections and as Alina pointed out.
It will all mobile give you a red message and it lists all of the things that are that are wrong or incorrect in the formatting.
So alright so let's go in and add a sushi account. As you can see we have several for American Institute of Arizona Aeronautics and Astronautics
We also have one sad little one for American Physical Society that I created this morning, and we're going to use it into this exercise. And then, of course, we have a whole slew of them from EPS co host
Now one thing I do want to mention is that when we are talking about counter. We are still almost still using release for it does not yet except release five so be sure to check the project counter.org website, they have compliance regiments registries available. And they also updates.
You know, regarding different systems, things like that.
So,
The nice thing about sushi is that once you've you've actually created a an account. First of all, first of all, you have to go to your
Vendor site. So for example, this is the APS librarian portal. All you have to do is to get to get the sushi credentials as login to the admin portal for whatever content provider.
You would like to have set up in this in Alma with the sushi account and you can just go ahead and retrieve it. And then just copy and paste this information into the relevant fields. And here I'll show you. If we go into American Physical Society, you'll see here
I went ahead we have again the all important subscriber, we need absolutely need that we need the sushi account.
Right now I'm not in edit mode, so I'm not gonna, I'm not going to change this.
If we if I want to check it go back in and change this anyway so I moved all the request details through report type the release typing, you'll see here that, again, it's only Alma currently only accepts release three and release for so that will be something that changes in the future.
Anyway, so one of the other things you can do is I went ahead I set this up. I wanted to make sure that it works. So I select after I create this entry for my sushi account for jr report type jr one I'm going to test the connection.
Because I want to make sure that it works in there that connection has succeeded. So I'm very, very excited about that. Wonderful. That means I can now use this record to to create
To duplicate and create new accounts for the other report types for American Physical Society.
Now for those of us who have who have 360 counter. This is a little bit different because you have, you can't go into just one entry and select multiple
You know, check off the boxes for multiple reports, you have to create a new account for every single report type for a vendor so anyway.
There are a couple of other things I want to point out test connection was response. I'm not going to click it now, but if you click up because it's not actually active in in the test environment, but you will get a an XML report back to you.
If you do that, and then of course there's the option to contribute to the community zone, but we're not going to do that. So, don't press that button.
I'm going to go back into the usage reports.
Okay, there we go. So here I have I tested my American Physical Society jr one sushi account. I'm going to go into my ear ellipses. And I'm going to choose a duplicate
And what that does is it brings up another entry, it creates another entry and then I just have to go down to the report type and I happen to know that jr one GLA is another report. So I'm going to click, choose that report.
And of course, I think it's important to remember that not all reports are available via sushi. In this case, it says sushi account American Physical Society was updated.
And then I can go down. Scroll down into my sushi accounts list for apps, go and I see that it's been created. So if I want to
I don't know if you remember a few minutes ago when I went into the uploader and it showed all of the
previous year's reports for Jr. One had been automatically harvested. As soon as I said harvest now. So I'm going to click harvest now because I know it's supposed to work right. We did test the connection.
And then it says you're about to execute sushi harvesting process for this account. Are you sure you want to continue, sure, why not. I'm feeling adventurous today.
Okay, and now here you see that the request was submitted submitted successfully and if you click on this hyperlink process ID. You can follow what it's doing. So right now it's running.
It might take a moment or two.
But another thing you can look at is the history
Again as Elena mentioned these reports are set are going to be set to run weekly and not currently running. So not much of a of a history.
At the moment, you can also, as she mentioned, this is where you would schedule.
Your job if you wanted that to happen. So okay, so all scheduled jobs are currently disabled on the institution level. So, but here it would go into this list of jobs. So just seeing where that's going. So this is still running.
So that's it, that's it, that's it. Any questions so far.
No. Okay.
So I'm going to go back to my acquisitions load usage data while that's running
You'll see here that it hasn't. It's still running. Obviously, so it's going to take a little while.
But in the as I mentioned before, this is what happened when I created the, oh, it must have finished. Okay, so let's see what it did. So we looked down at the bottom still hasn't uploaded. Okay.
Well, let me show you if you wanted to look at
One of the ones that was successfully harvested the jr one sushi scheduler. I ran that a little while ago. And actually, I swear it worked great.
But you can go in and you can download the report from here if you want, or just view what the process was so if you download the report, you're going to see it's an XML. And then, of course, I need to have an app for it. So just be aware of that.
And of course I have others.
That are I can view the history, see what happened. So here I have some success.
Debt and you see here it's by the month.
You know, and this is these are for the jr ones that appear in the usage loader.
Uses refreshing.
Okay. And so here we see jr one GLA
The sushi scheduler. And you can also sort on this. So you get all your sushi stuff up at the top, if you like, but you'll see here it ran
March 2018 February January, and then it also went further back at which the December, November of 2018 all the way back.
To april of 2018 so the past year really from the current month so this might be a helpful way to get some of your legacy reports in obviously it only goes back to a year, but it is something that will cut down on some of your manual uploads of of those legacy reports.
So I think that was about everything I needed to cover
Did anyone have questions before I turn it back to Elena to discuss the analytics aspect.
Stephanie. We just had a question.
And Susan, maybe I might not be understanding your question here. But why do you have to use the vendor or you pay instead of just the provider or the usage statistics live
Because it's attached to the interface.
So if I go back in and I look at it, I'm Cisco we we don't pay
APS directly we pay through PepsiCo so we don't have a vendor account for APS
Does that make sense.
So if we go back to the vendor details. We actually don't have a vendor for it for APS like if I go into the vendor list.
Yeah.
And that's kind of why I picked one of these questions. It's one of one of these, because you'll see here it's going to look, it's going to search on
The interface.
And that's what that's what this list.
Does that answer your question, Susan.
I mean, it's a good question. That's actually what one of the reasons I picked this example because ex-co you know it's it's one of our large subscription agents really our biggest one. And, and so we have to add multiple interfaces to that.
Now, that makes sense. Stephanie. Thanks for explaining. Okay.
Good question, Susan. Good question.
Anyone else have questions.
No. Okay. Well, Elena, please.
Yeah. So what we'll do on Buffalo State asked about when our five will be supported. I don't know. I check that I did a quick search
For all my are five and I didn't retrieve anything. So I'll just post that to
Go on base camp site that x Libra monitors and
Yeah.
Just will demo the configuration. Oh. Was there a question.
I was just gonna say you can keep an eye on Project counter as well.
Oh, that's good. I didn't think
Yeah, and that's actually the, the link is can they still see my screen.
Yeah.
So you can see here's the the link and it's actually the last slide of the slide. The second slide deck, I think, and base camp, so
You could always look at the
registries of compliance and and though they come out with information and you'll see you can sign up for notifications and that sort of thing, too. And I'm sure that
You know, when it becomes our five compliant that will be big news and it will feel will probably hear about that. So, but, yeah, we will definitely be keeping tabs on it.
There.
I just unmuted you people
Who are rising to the top, you know, right, I mean,
Okay, hold on.
Susan. I'm trying to give you
Susan, I think you can talk. Can you try asking your question.
Myself.
Atlanta. Do you want me to stop screen sharing my screen.
I was just, oh wait, yes, that's fine.
I'm Stephanie Oh, I just see something from Amy says no. Okay, support for counter five and sushi light is on the alma roadmap. Okay. Actually versus closely following developments in the industry and working closely with live institutions.
Counter five will be fully supported in Alma
Thank you.
Okay. Well, thank you. I'm
Free. I'm Susan, you still can you still can't hear you. So, would you mind just maybe typing your questions in the chat. I don't know why you can't speak.
Okay so Susan's question. Thanks for warning us that it might be complicated if APS was a vendor in Alma, we could set up directly for sushi. So like if we had. So tell me, Susan, if I'm incorrectly paraphrasing if we did have a vendor record in Alma
We could set up directly for sushi that way. Like, if we had APS set up as an access provider and Alma
I believe the answer. Yes, yes.
That's correct. You just have
An app store. Yes.
That is correct.
Okay thanks Stephanie here.
And they'll do thing is just make sure you have the interface setup you still do need to set up the APS interface in that scenario. Okay, good.
That's a very good question. So that's probably even more reason why to kind of create vendor records for access providers, even if you're not paying them.
Yeah, it would be a lot under one episode. That makes sense, right, because, and then you have to know to look under the apps go vendor record to get usage data for APS or any of those other subscriptions well
Remember too that you if you're paying the vendor. If you want to generate CPU.
And the vendor. That's why a PS for us.
Because we're paying them, but the stats are actually coming from the APS website.
Yes, absolutely.
So there is a distinction there, but definitely take a close look at how that interaction works at your libraries.
Well that's, that's a very good point. Very good. Okay, yeah, that so so you might just have to live with all those
Reports under upscale were under any given subscription agent because you're not going to get that cost per use you're basically not gonna be able to use the full analytics capabilities.
Uh huh. Okay, that's good that you ask, Susan. Yeah, because I clarified it for all of us, um,
There also was another question about subscriber, so I will let me do that again. So we can see what how that looks. Doc just had a question about that. And if anyone has anything else, feel free to to use the chat or try to unmute yourself.
We move this down a little bit so so first subscriber, you may already be set up for subscriber. Yeah. You may already be configured. But if you're not, I'll go through it once again how you do that. So you'll go to your configuration.
You look at acquisitions general and then subscribers.
And then you'd enter your code and your description. So obviously, they can be the same. It's probably, you know, however, your institution appears and Alma, that would be how you want to have it displayed here, I would think.
I can't edit any of my field. I actually don't know why. Hmm.
Interesting. I guess you would have to. Oh, look at this. So to do this, you'd have to add the OH.
OK, so I just assumed you would edit these fields and then click Save. But no, you have to add a row at your code. So like for us will be Sunni Geneseo you had your description.
And then whether or not the default and then add the row. Okay, that's how you do it, and then click Save. Okay. I was doing it wrong. So I'm glad you asked this, because otherwise I'm showing the wrong thing. Um,
No, I think you're stuck with a one. I'm pretty sure you can just have one subscriber at the institution level. I think there's some rare cases, like when we look at the will bear with me for a second. I'm going to click around. Oh, that's the wrong one.
Here we go. Here's the I had an open. So here's the can.
X Libra documentation to configure counter subscribers so
Hopefully you can read this as well as I can and nearly all cases, an institution has one subscriber, which is the name of the institution.
In rare cases and institution has multiple subscribers, so this is used to filter data further and analyze an Alma analytics.
Your institution must coordinate with the counter vendors. So you would be sending each content provider would have to create and send a separate counter report per subscriber per
So like you would be receiving say from APS multiple jr one reports for each subscriber. Does that make sense.
Yes.
Okay, so it sounds like
I think you would only want one unless you have a very good reason for wanting to have your data split across if you wanted to kind of have a sub sections of analysis across your library and then you'd have to coordinate with the vendor. So that sounds a little complicated.
Okay.
So Susan's asking a question might that multiple subscriber fact
Faculty be applicable at that network so novel if usage statistics are available at the network's own level, um,
I don't know.
The network zone.
Well, didn't, I'm Shannon announced several people who are going to be working on network zone.
Things, including yeah and possibly doing usage stats. I don't know.
I would think that might be some of something in the pipeline.
Because you're right. Like for soon come back that would make sense any kind of Sunni wide.
License that would make sense. I just don't think we're there yet. Okay. Okay. Well, yeah, I think that might be something that happens. Maybe if it is going to happen after after go live. Yeah. Okay. Um. Any other questions before we take a look at analytics.
I would say this is Heidi. I've seen some of the Sunni centralized vendor admin areas and that it would be multiple subscribers. If you were going to pull sushi stats for individual campuses, but sometimes you could pull it for all of Sunni
Oh,
You could pull I so I think it depends on the vendor as to how that would roll.
Okay.
So All along I thought this whole idea of a subscriber was super straightforward and simple.
And it's not
Okay.
So I think for each of our campuses, though. I think the idea is just to set up a single subscriber, which is your institution and then
Perhaps down the road. We will change that. But for now, I think.
I think we stick to the single subscriber per campus.
Okay, well, we have about about 10 minutes left. I thought we could take a peek into analytics, just so we can kind of see where what happens to this usage data or what could happen to it.
So we can take a look at that and then on Thursday.
I apologize if I said this already forgot on Thursday X Libra will be leading the session. So they're going to focus totally on analytics and we're going to look at how to do an overlap analysis. So, consider this just kind of a sneak peek and they'll go into greater detail.
Okay, so let's I'm going to kind of move the chat down a little bit.
Here we go. So we're back in Oman. So let's get into Analytics. So we'll do analytics design analytics.
Okay, so here we are an analytics. So there are quite a few out of the box reports that are relevant to us, it's just x. So if we look at our catalog.
So we can. So here's kind of this might be redundant for people who've already worked in Analytics. So I apologize.
But we can look at our different folders here. So we have shared folders omagh and here's all these different reports and dashboards. So let's, let's make this a little easier. See
So the things that are going to be most relevant to our topic today are going to be some of these like cost per use cost per use via counter reports and acquisitions data cost per user via counter report he inventory and acquisitions. I mean, we can kind of
Yeah, let's focus on these three. So when we look at the actual reports. Okay, so I just so broken and cost per use
Reports and then here's all the reports that come out of the box. Okay, so most expensive a resources journals and package least expensive most expensive. Okay, so we kind of get a sense of the reports that are available here.
If we look at cost per use via counter reports and acquisitions data. Look at these reports. And here's some of the ones that I get excited about the 10 most expensive titles.
By counting by previous calendar year five most expensive vendors. So these are just some of the reports, just to kind of give you a snapshot. You can look at these as well.
So this is pulling some of your counter data as well as your acquisitions data, which is why I'm so glad this question that came up why it's so important to attach your own
Make sure you're setting up your sushi account and uploading that counter data where you're spending your money. So those two work together.
And here it is again cost for us to be accounting reports he inventory and acquisitions data. So even more expansive. Okay, so there's quite a bit here.
I haven't worked with much of this, so I can't say anything to intelligent but it's here. It looks very exciting. Um,
If you were going to do something with this. If you wanted to actually run this report if you wanted to analyze this report.
You're going to want to move it from right now is in a shared folder for all of us. You're going to want if you do anything specific to your institution, you're going to want to move it into your local folder, right, because other
So you want to move it here. So for example, if I wanted to look at cost usage by resource type I would just click More copy, then I'd go into SUNY Geneseo
This is our dashboard that I created yesterday.
And then I would just paste it here. Like, I'm just going to click paste and there's that report. Okay, so we're not unintentionally bogging down shared folders with our local reports that's that's that's
That's that's important. So that's just something to be aware of. If you do try to run some of these reports like I was looking at them over the weekend and a lot of them. I was getting
A no results like an error message. And I'm, I'm, and I think that's just because, like, we don't have acquisitions or counter data for the previous Ooh, ooh, that's not what I wanted to happen.
But I was getting like error messages saying no results because there's really no data to to analyze. So that's just a look at what's available. You can also create a new dashboard.
So you would go over here to new dashboard. So if you work generating a lot of reports. You can also generate a lot of custom reports, you may want to create a new dashboard to kind of organize that information, because as you can see, we're just looking at reports for
usage statistics, but there's a just such a wide range of reports available, you may want to have dashboards, to try to organize that information. So you would enter your name. Oops. The name of the dashboard description and then you'd want to have it saved to your local institution folder.
And you could go from there. So in this case, we'll just do um
You know, just something generic because this is a test. It's in our local folder will add some content now will click OK.
And here's this new this new dashboard.
So what we can then do is starts
We can start creating some now a difference on analytic reports. So we would go over to new
Analysis and interactive reporting new analysis.
And then we would
We would select our subject area. So these are kind of different
Categories subject areas where different criteria are grouped that's really not an eloquent way to say it, but, um, let's take a look at that might make more sense. So if we look at usage data because that's what we're talking about this morning.
We can see this is our subject area usage data, but here's all criteria, that's relevant to usage data, so we can just look at all these different elements of create these different criteria.
And then simply copy or I'm sorry, drag and drop from this option to our actual analysis. So for example, we might want to look at
Usage date as one of our criteria. So we would just select usage state drag it over. Right. And this is very like artificial and just kind of going through this quickly.
Maybe we want to look at
Well, institutions, just going to be awesome. That doesn't help.
Us. It's data details.
I don't know the br one. I mean, you would you would do this more thoughtfully because you would have a goal in mind that you would simply drag and drop all the criteria that was most relevant to you, you could then reorder these criteria.
And the order that you wanted them to appear. Because these will be actual columns and your analysis. So if you wanted for some reason the usage data details to appear in the far left column you would drag it over.
So it would appear on that first column. And so you would, you know, you would kind of organize your data as you want to, you can apply a filter by using this
This drop down here you could filter. So if you're looking at date you could select different dates.
So you can really this is a very quick and dirty extremely quick and dirty little get up, but there's quite a bit, you can do here in terms of customization.
So you're not limited just those out of box reports.
But you could, you know, you could really do something really creative here. So, you know, you would organize your data, you'd select your filters and then you could save your report. Right. And you would make sure that you were saving it to your
To your, your local folder as well as your desire dashboard. So we see that I'm saving it to SUNY Geneseo as well as the dashboard that I just created. I'm not going to save this for real, but you would click Save.
And you can also look at your results. I have no idea what this will look like. But for the sake of demo, you would look at your results by looking at the results tab right
And this is kind of meaningless because I just grabbed whatever but you would have your reports, your different columns would appear and then you could either print
More likely you would export this in some way. Right, here's your export options. Or you could, of course, save it again.
So that was I'm just rushing a bit because we only have two minutes left, so I'm doing this.
Very, very hardly but I wanted you to at least kind of see what was out there and why it's such a big deal. Why usage statistics are a big deal and Alma because we have so much analytics that we can leverage
So with our last two minutes, I'm gonna stop rambling here and then see if anyone has any final questions, comments, anything that they would like more information about. And then last one minutes
So feel free to chat or or unmute yourself.
Elena
Yes.
I did want to mention that I believe I'm memory serves, there's actually a
Way to contribute reports Analytics reports and I forget how to access that was a reports that have been contributed. Do you recall
Hey, do you remember. Oh, goodness. We're
Sorry, I should have that
Oh no, you're fine. It's one of those like I saw it somewhere. Where did I
Let's look at one of see what's in here now export, but I think there is a way I think you're right. STEPHANIE. I just don't remember that's refresh.
Well you know what, actually versus going to do the analytics and talk more about that too. So is it open. And I don't remember.
I don't remember either
But maybe that's something we can pose to them.
Out catalog gala sang catalog. Okay, thanks. Gail
Thank you, Gail.
We need all the help we can get over here.
Okay. It's a team effort.
Mean catalog expand rename create short code properties permission. Hmm.
So if we looked under community. The community folder on the left.
Oh my goodness, look.
At it. Yeah, I think that's it.
Oh, there we go.
Thanks, Gail. Thank you.
So that yeah so that we
Don't have to create all of them from scratch. So isn't that a big relief.
That is because I imagine a lot of us will be doing similar analysis.
Same questions about our collection that we're all trying to answer.
Thanks. Oh.
Well, we're at 11 o'clock. Did anyone have more to add
No.
Well, thank you so much. Lena, that was really helpful.
Okay, thank you, Stephanie that was yeah that was you covered a lot a little bit of time. So thank you.
Hey, that's what we do best, right, we gotta speak culture.
Oh my goodness.
That's lots to cover. So, and of course if anyone has questions that they think of after the fact, you know, please post them to base camp.
You know, or, you know, email us or what have you. Okay.
Yeah. And feel free to consider different questions to post a mix Libra us. I think we're either going to have Lauren or our Svetlana. I'm not sure which which are the two, we're going to get. But think about if you have questions about analytics.
Maybe do some testing between now and Thursday, if you have the time.
Right. And we'll see you all again then. Okay, great.
Thanks so much, everybody. Have a great day.