Esta Tovstiadi: This morning we're going to talk about pre movie analytics.
Esta Tovstiadi: And I'm hoping that
Esta Tovstiadi: We'll talk a little bit about the structure of the data in primo V analytics, I will go over how to open and modify some of the out of the box reports available. We'll talk about creating new reports.
Esta Tovstiadi: And we'll look at a few tips and tricks that will make it easier for you to use primo analytics.
Esta Tovstiadi: So primo analytics allows libraries to create reports on user activity in premium.
Esta Tovstiadi: So it can help you see what terms users are searching what facets. They're using what kind of devices operating systems browsers, they're
Esta Tovstiadi: Using to access primo the numbers of searches, they're conducting and things like that, in order to access primo analytics, you're going to need the designs analytics permission.
Esta Tovstiadi: In order to get there. You're going to start at the home screen. And we'll demo this in a few minutes. You're going to mouse over analytics and select design analytics primo
Esta Tovstiadi: When you do that, you're going to be taken to this landing page, which is actually called the catalog.
Esta Tovstiadi: And on the left side of the page, you're going to see the navigation pane and that's where
Esta Tovstiadi: The folders structure is and then from there you can access reports, you've created already and reports the out of the box reports and
Esta Tovstiadi: Some other reports that I'll talk about and then in the middle of the screen is the main pane and that's either going to be empty, or if you've opened a folder. It's going to contain the contents of whatever folder that you have selected.
Esta Tovstiadi: This link up at the top that says catalog.
Esta Tovstiadi: I always kind of use that as my home base. If I ever just need to get back to the beginning of primo analytics. I click on that link and that will take you to this screen.
Esta Tovstiadi: And then also up there in the header. You can see this little new link with the little page and the star icon and that is how you create a new reports and they're called analysis, but we'll talk about that a little more
Esta Tovstiadi: Just a bit about the folder structure.
Esta Tovstiadi: So,
Esta Tovstiadi: You're my folders is any reports or dashboards that only you, the user, that is logged into primo can see an access and
Esta Tovstiadi: You can pretty much put anything you want. There I I tend to save you know works in progress kinds of things in that folder and I'll talk about why in a minute. Below that we have the shared folders.
Esta Tovstiadi: And the first one. Well, the second one primo this contains out of the box reports that x leaders created and some of them are very helpful. And we'll talk about them more. You can edit these reports.
Esta Tovstiadi: But you cannot save them in this directory. So if you want to edit these, you need to copy them to either your folder or your institutions folder so
Esta Tovstiadi: Your institutions folders. Another shared folder and it'll display the name of your, your campus and that folder is viewable and accessible readable by anyone at your institution.
Esta Tovstiadi: This is the folder where you should save reports or dashboards. If you're going to create analytics objects from them.
Esta Tovstiadi: So that you can email them out or scheduled them things like that. And finally, the primo community. Now these are reports.
Esta Tovstiadi: That can be accessed by anyone using primo and
Esta Tovstiadi: Some institutions, save reports there to share with other institutions were actually
Esta Tovstiadi: SLS S is investigating that right now. So, so just a little bit about the folder structure.
Esta Tovstiadi: So,
Esta Tovstiadi: If you know a little bit about on the Analytics, you know about subject areas.
Esta Tovstiadi: But so just like on the analytics, the data in primo V analytics is organized into subject areas and
Esta Tovstiadi: You can kind of think of these as just silos of data.
Esta Tovstiadi: About particular things in primo but when you first create a new report you you have to select the subject area where you want the data to come from.
Esta Tovstiadi: And there there are types of advanced reports that can combine data from multiple subject areas, but we're not going to talk about those today.
Esta Tovstiadi: And I've linked the documentation on the subject areas at the end of the presentation. It's also on this slide, if you're interested.
Esta Tovstiadi: I would just want to talk about the subject areas in a little more detail. So action usage.
Esta Tovstiadi: This shows how your users are interacting with primo so doing things like searching or using citation tools. Clicking on various links throughout primo
Esta Tovstiadi: Sent emailing
Esta Tovstiadi: Saving
Esta Tovstiadi: Results clicking on the full record, things like that.
Esta Tovstiadi: And I've included some screenshots showing the type of data.
Esta Tovstiadi: You can find in this subject area.
Esta Tovstiadi: And device subject area shows
Esta Tovstiadi: Number of things that users do and the
Esta Tovstiadi: Number of sessions that occur on different device types. So, laptops, tablets, Mac, PC. It also talks about
Esta Tovstiadi: Operating systems and as well as browsers.
Esta Tovstiadi: The next subject area is the facet usage subject area.
Esta Tovstiadi: This is information about how facets are used and which ones are used and how they're used and who uses them.
Esta Tovstiadi: There are two subject areas that you don't need to worry about because they're not applicable to the pre movie environment that is the pipes subject area and the px record subject area. So just don't worry about those
Esta Tovstiadi: There's also the popular searches subject area. And it's kind of a misnomer. This is not just popular shirts searches, but any searches search terms search queries and primo
Esta Tovstiadi: X lever has some documentation on how they define a popular search
Esta Tovstiadi: With a lot of numbers and
Esta Tovstiadi: Qualifiers about how many times the search has to be performed to be considered popular but in my experience I have seen I've run reports with results that contradict the documentation. So just take it with a grain of salt. Perhaps it's an, an out dated
Esta Tovstiadi: Documentation on this one.
Esta Tovstiadi: Okay, so the sessions subject area contains information about how long your users are staying when they access primo and what countries that they're accessing from
Esta Tovstiadi: And finally, the zero results searches and this shows
Esta Tovstiadi: Basically, which queries produce zero results.
Esta Tovstiadi: Okay. Um, we're going to talk about reports. Next, but before I move on. Does anyone have any questions.
Esta Tovstiadi: Okay, great, there'll be more time at the end for questions as well.
Esta Tovstiadi: Okay, so first I want to look at some of the out of the box reports and how to access them.
Esta Tovstiadi: As we talked about earlier, these are saved in the catalog shared folders primo usage reports, basically, you click on the reports folder. Then you click open for the report that you want to see we have an FAQ about this.
Esta Tovstiadi: And so let's look at primo so here we are in primo. Can everyone see that we are in all my right now.
Esta Tovstiadi: Okay, great.
Esta Tovstiadi: So to get to primo analytics, you're going to mouse over analytics and select design analytics primo
Esta Tovstiadi: And
Esta Tovstiadi: One thing I should mention if you
Esta Tovstiadi: Analytics seems to remember where you were when you last used it. So I was here when I was last using it. But let's pretend we landed here and our here's our catalog folders, here's the main, main area.
Esta Tovstiadi: There's those links. I was talking to you about. Okay, so let's look at an out of the box reports. I'm going to go into the shared folders.
Esta Tovstiadi: And it's going to be in primo usage reports in case you're curious operations has those pipes and DNS records reports that we don't have to worry about because they're not applicable to us.
Esta Tovstiadi: So we're going to go to usage and reports. And here's some of the out of the box reports that are available.
Esta Tovstiadi: Basically, you click Open.
Esta Tovstiadi: It's probably the only intuitive thing about primo Analytics. So this is the screen you're going to see
Esta Tovstiadi: This particular report has included a graph and the data is in a table as well, but also looks like.
Esta Tovstiadi: We can toggle between an actual count of these actions and a percentage of
Esta Tovstiadi: I'm thinking total actions, but don't quote me on that.
Esta Tovstiadi: I think it might be total for that month.
Esta Tovstiadi: But a couple cool things you can do on this page.
Esta Tovstiadi: If you have an out of the box report and you like it exactly as is you can print it in PDF or HTML format that can be nice if you need to grab some data really quickly and take it to a meeting or something like that.
Esta Tovstiadi: You can also export it in a variety of formats.
Esta Tovstiadi: For example, you can download it and open it up in Excel, and unfortunately the graphs download as images. So you can't edit this graph as is, but you can take all this data in the table and you know if you're, you're better at making graphs and Excel, you can do that here with that data.
Okay.
Esta Tovstiadi: Um,
Esta Tovstiadi: Alright, so
Esta Tovstiadi: Let's say we like this report, but maybe we want to change some things about it. Maybe they're, you know, we don't like the dates. We want to limit to a certain type of action or something like that.
Esta Tovstiadi: So in order to do that, this is also pretty intuitive. You basically click Edit instead of open
Esta Tovstiadi: And I will demo that in just a minute.
Esta Tovstiadi: You can also click Edit at the bottom of the open report, but I'll show you that in just a second. And then you're going to land on a page, and you're going to be in this tab called the Results tab, but
Esta Tovstiadi: You're kind of limited as to what you can modify in that tab. So in order to change. You know what data we're seeing in the report, you're going to click on the criteria tab.
Esta Tovstiadi: And now you can edit it. But first, remember we can't, we can't save anything in this directory, because it's a it's actually verses. So you're gonna go and save it.
Esta Tovstiadi: Into your institution folder or in your own folder and you do that by clicking on this little Save As icon and you can try to save it, but you'll get a little air, so don't worry, you can't mess up any of the reports in this folder.
Esta Tovstiadi: A few things about what you're seeing on the left, where before we saw the folder structure and now you're going to see the subject area structure and
Esta Tovstiadi: This is the data in all these little folders and you can basically take this data and drag it over here and drop it into this Selected Columns area. And that's how you add
Esta Tovstiadi: Different types of data to your report.
Esta Tovstiadi: Then if you want to do filters, you can do that down here in the filter area.
Esta Tovstiadi: An important thing about the data. You'll see. And if you're already using all my all my analytics, you probably know this, but um
Esta Tovstiadi: There are two types of data. I guess in primo analytics and that is measurements and these are things that can be counted or aggregated. These are represented basically by a number
Esta Tovstiadi: And then there are fields called attributes and this is your descriptive data doesn't have numbers associated. So if you are trying to get numbers and you're pulling these into it, you're just getting numbers, you're going to need to group. This type of data with this data.
Esta Tovstiadi: In order to have a description associated with the numbers that you have
Esta Tovstiadi: Okay, so let's go back.
Esta Tovstiadi: And
Esta Tovstiadi: So I showed you screenshots of how to get to the Edit from the catalog. You can also just click on Edit here.
Esta Tovstiadi: Oh, and we timed out that happens quite a bit.
Esta Tovstiadi: When that does you usually have to log back into Alma or not.
Esta Tovstiadi: Okay, so let's see. Now we get to do it both ways. So let's click on Edit
Esta Tovstiadi: Okay, here we are, as expected, and the Results tab. Like I said, very little you can do here in regards to the data you can do things like add add and delete the the charts or the graphs. I mean,
Esta Tovstiadi: You can move things around.
Esta Tovstiadi: But you can't really modify what what data is showing up. So you got to go to the criteria tab to do that.
Esta Tovstiadi: Okay, here we are. And remember, we need to save so
Esta Tovstiadi: And, oops. See, I'm going to just try to save in this folder and as you see it doesn't work. So don't worry about it.
Esta Tovstiadi: You're going to want to do the Save As and put it in either your folder or
Esta Tovstiadi: A the shared folder.
Esta Tovstiadi: For your institution.
Esta Tovstiadi: Right.
I'm gonna put this one.
Esta Tovstiadi: In my folder.
Esta Tovstiadi: Okay, so that is how you get to where you can start modifying these let's go back here really quick, a few basic things I want to go over adding data to the report.
Esta Tovstiadi: Basically it's it's really as easy as you
Esta Tovstiadi: Expand these and
Esta Tovstiadi: You select some data.
Esta Tovstiadi: And you drag it and you drop it in there it is.
Esta Tovstiadi: That documentation for the subject areas is really important.
Esta Tovstiadi: Because it tells you it describes what all of this data means and you can mouse over and get a brief description, but usually the
Esta Tovstiadi: The documentation has a much richer description and gives you a better idea of how to use the data because it is not intuitive and I'll talk about that a little more later in the presentation.
Esta Tovstiadi: Okay, so we've added some data. Another thing you should know how to do is to remove data.
Esta Tovstiadi: To do that, you're going to mouse over these little bulleted drop downs and just select Delete and it's gone.
Esta Tovstiadi: Another thing.
Esta Tovstiadi: I'm not going to demo because we're going to demo it later. But if you want to add a date filter. That's a pretty common use case.
Esta Tovstiadi: It's very simple. You click on this funnel icon and you fill in all the relevant info. There's that funnel icon. You can also do that I'm going to add a filter on some data. If you've added it to your report just by clicking or mousing over this bulleted thing and
Esta Tovstiadi: Clicking on filter.
Esta Tovstiadi: Okay. Um, and finally you can add graphs to reports, and I think it's really fun.
Esta Tovstiadi: It's a pretty easy way to visualize the data.
Esta Tovstiadi: To do that.
Esta Tovstiadi: You're going to go back to the Results tab and mouse over
Esta Tovstiadi: This new view.
Esta Tovstiadi: Icon and go down graph. And you can just play around with with these different types
Esta Tovstiadi: I like to sometimes do the recommended subtype, and just see what comes up. Sometimes it's pretty random sometimes it makes sense.
Esta Tovstiadi: So it's, it's a good thing to play around with. If
Esta Tovstiadi: If you need a quick graph.
Esta Tovstiadi: Oh, okay.
Esta Tovstiadi: I'm
Esta Tovstiadi: So,
Esta Tovstiadi: Before I talk about creating reports. Does anyone have any questions.
Esta Tovstiadi: Okay, great.
Esta Tovstiadi: Well, let's move on them.
Esta Tovstiadi: Okay. Um, I think it's helpful to approach primo V analytics with questions you want to ask about how your users are using primo and so I've kind of structured
Esta Tovstiadi: Think five examples of questions that you might be wondering about, and how to find the answer to them. So the first one is what facets were users selecting during the fall semester.
Esta Tovstiadi: And so to do that. I'm just going to walk you through we're going to create a new analysis in the subject area primo facet usage and then we're going to add some
Esta Tovstiadi: Some information about the facets, such as facet type facet value the facets selected and the month if you if you want date information so
Esta Tovstiadi: Let's go back and we're going to do a new report and
Esta Tovstiadi: Analytics calls these analysis just basically a report, and we're going to do it in the subject area primo facet usage. Um, I don't need to save this. But you'll get this error. If you didn't save. So I'm going to leave the page.
Esta Tovstiadi: Okay. And here we are. And we want to know what facets or users were using so
Esta Tovstiadi: We're going to take
Oh, let's see here.
Esta Tovstiadi: So first we're going to start with facets selected and. Now remember this is a numerical field so
Esta Tovstiadi: Says the number of times a facet has been selected. So you might look at this and think, oh, if I put this year I'm going to see what facets were selected and how many times
Esta Tovstiadi: But you click on results. You can see that's not the case. It's really just the number of facets selected. So in order to know which facets were selected, we're going to add some of these descriptive fields, including facet value which is going to tell you which facets.
Esta Tovstiadi: The value of the facets selected. So these are you know
Esta Tovstiadi: Not the types of facets, but the actual facets themselves.
Esta Tovstiadi: To get the types. We're going to go into facet types and we're going to drag facet type over there. And usually when I'm doing reports I just dump the data in in any sort of format. And then I kind of group it and move them around when I'm looking at the results.
Esta Tovstiadi: Um, OK. So now we have
Esta Tovstiadi: The number of facets selected, we have the facet value itself. And we have the facet type and it's a little confusing to see the data this way. So I am going to
Esta Tovstiadi: Drag this facet type over here and there we have it, a little more organized. Right. So now we have
Esta Tovstiadi: We have our persistent facets resource types and the types of resources, select facet selected top level facets and topics so
Esta Tovstiadi: A note about these. You may be wondering why these are blank. It's because these facets are dynamically generated based on your user search results. So, you, you, as far as I know, there's not an easy way to get those values.
Esta Tovstiadi: For those facets. Okay, so now we have
Esta Tovstiadi: Our data and
Esta Tovstiadi: The only thing we're missing now is limiting it to the
Esta Tovstiadi: Actions taken in the fall semester. So we are going to go back to criteria and add a filter for the date.
Esta Tovstiadi: And we don't have date here. So we can't filter it from there. But we're going to go and click on this.
Esta Tovstiadi: And first, you'll see whatever data is appear in your report already, but you can click on more columns and it's going to load everything in the subject area. And I like to use in the dates folder, just the plain date.
Esta Tovstiadi: And there's a couple ways of doing it. But probably the easiest is to just change the operator to between and and put the dates.
Esta Tovstiadi: For your fall semester or you know whatever date range, you're looking at. I'm just going to pick some random ones.
Esta Tovstiadi: That's all you have to do. You click OK and now you see this little filter is shown up and when we click results this time.
Esta Tovstiadi: The date is going to look a little different should be fewer that looks good. Um,
Let's see.
Esta Tovstiadi: Okay. And so that is that's our report, and let's see here.
Esta Tovstiadi: Yeah, a few things we talked about dragging and dropping
Esta Tovstiadi: Some
Esta Tovstiadi: People have asked about this calendar icon, because if you click on it.
Esta Tovstiadi: Or not clicks or I think mouse over yeah if you mouse over it, it says schedule don't don't pay attention to that. It doesn't work, you're going to do your scheduling and Alma, and we'll, we'll talk about that later.
Esta Tovstiadi: These glasses and piece of paper. If you select default, it's going to show you and it popped up in another screen what the report will look like if you if you just open the report from from the catalog.
Esta Tovstiadi: Okay.
Esta Tovstiadi: All right, let's go on to the next example. So what search queries, our users entering into primo
Esta Tovstiadi: So there is actually a pretty good out of the box report for this one.
Esta Tovstiadi: It's in the catalog. Here's how you get to it. I like it because you can, it's going to drop down to select the month the data has been pre sorted descending. It shows you the number of results. The only thing I don't like about it is this signed in field.
Esta Tovstiadi: Because you might think, oh, this is how many users were signed in, it's not. It is the number of times, there was a search from a signed in users. So it's not what you think it is. So just to remember that if you use this report.
Esta Tovstiadi: But let's go and open it so that we can see what we're talking about here.
Esta Tovstiadi: Okay, popular searches last month and actually the name is a bit of a
Esta Tovstiadi: Of a misnomer as well.
Esta Tovstiadi: Because it isn't just for the last month. It's actually for a number of last month. I don't know if I. Yeah, it will. Okay, so yeah, so I like this one because it's already sorted. Like I said, and you can very quickly see
Esta Tovstiadi: Data from specific months.
Esta Tovstiadi: If it, if I were using this report, I would probably just remove this signed and field because it doesn't mean what you think it is means and it's confusing.
Esta Tovstiadi: So if you want to do that. You can
Esta Tovstiadi: Just remember to save it in your folder.
Esta Tovstiadi: So I remember I talked about that whole the documentation on popular searches and needing to have 10 searches in order to be
Esta Tovstiadi: A popular search. I don't, I'm not sure why that's still there, because clearly you can see these are all
Esta Tovstiadi: keywords that were searched three times so
Esta Tovstiadi: I'm not sure about that.
Esta Tovstiadi: And if you actually export this data, you'll you will see even more results.
Esta Tovstiadi: Okay.
So,
Esta Tovstiadi: Now if that signed in field is is lying to us. How do we find out how many users are signing into primo
Esta Tovstiadi: So like I said, there are different definitions for that field. That field signed in, depending on the subject area.
Esta Tovstiadi: So if you want to know how many separate users were signing in. Then you need to use the field user group in the action subject area.
Esta Tovstiadi: And according to X labors and I think I trust them on this one. The reports will describe display the user group codes from Alma, and if the user hasn't signed in the report displays the term guest.
Esta Tovstiadi: So,
Esta Tovstiadi: What we're gonna do is we're going to create a new analysis and subject area primo action usage.
Esta Tovstiadi: We're going to add sessions which is defined as a measurement field that tracks the number of sessions in which an action was taken. Sounds confusing, but it'll make sense. Then we're going to add user group, and we're going to filter by our fall semester dates.
Esta Tovstiadi: Okay.
Esta Tovstiadi: Um,
Let's see.
Esta Tovstiadi: So let's go ahead and do that.
Esta Tovstiadi: To new analysis in the primo action usage subject area.
Esta Tovstiadi: Okay, and we were going to add sessions.
Esta Tovstiadi: Which is up here and it is number of sessions in which actions were invoked very helpful definition there.
Esta Tovstiadi: Okay. And again, if we click on results right now, we're just going to see a number because that was a numerical field. Right. Okay.
Esta Tovstiadi: So now we're going to add user group.
Esta Tovstiadi: That users group. Thanks a lot. X leavers that's probably the most helpful and I've seen
Esta Tovstiadi: But again,
Esta Tovstiadi: You go to the documentation. It does explain what these fields mean and a little more detail.
Esta Tovstiadi: Okay, um,
Esta Tovstiadi: So now if we look at results.
Esta Tovstiadi: Now we're seeing some data. So we've got some codes. We're all having flashbacks to all of and we have a number of sessions. And so since sessions are defined as
Esta Tovstiadi: The number of sessions in which actions were invoked. Basically, we're not throwing any actions in there. We're not saying you know searches or clicking on links or anything like that. We're just asking for sessions.
Esta Tovstiadi: Associated with user groups and as far as I can understand that means someone getting logging into primo
Esta Tovstiadi: Are not logging in. Excuse me. Someone accessing primo right and so
Esta Tovstiadi: Any number session that was associated with someone who logged in, then primo knows what user group they're in, right, because they logged in, if they didn't log in primo has no idea. So they are a guest.
Esta Tovstiadi: I am not sure about this blank one, I think I'm going to open a ticket because I've seen this several times. And I'm not sure what that means, if anyone else has ideas. Let's see here.
Esta Tovstiadi: Okay, Nancy answered her own question. Okay.
Um,
Esta Tovstiadi: Okay, so
Esta Tovstiadi: Oh, we have another, and is there a way to limit.
Esta Tovstiadi: Popular searches type report to just the catalog or just articles.
Esta Tovstiadi: I'm probably. Let's see.
Esta Tovstiadi: Do you mean searching in a
Esta Tovstiadi: You mean searching in a search profile slot right
Esta Tovstiadi: Marianne.
Esta Tovstiadi: Do you mean
Esta Tovstiadi: Do you mean fascinating.
Esta Tovstiadi: Facets
Esta Tovstiadi: Maybe
Esta Tovstiadi: I don't know off the top of my head. If, if anyone knows an answer to Marion's question.
Esta Tovstiadi: Yeah, that could be possible. So we can go back to
Esta Tovstiadi: The popular searches report. Let's see.
Esta Tovstiadi: Okay.
Esta Tovstiadi: Let's go back to that and see fair a few questions about it.
Esta Tovstiadi: We will come back to this in a minute.
Esta Tovstiadi: Okay, let's go to the catalog and
Esta Tovstiadi: Their searches last month.
Esta Tovstiadi: So limit. We want to know.
Hmm.
Esta Tovstiadi: So,
Esta Tovstiadi: Off the top of my head.
Esta Tovstiadi: I'm gonna say no. That would probably be an advanced report.
Esta Tovstiadi: I think the facets subject area has you can add scope as a as a field.
Esta Tovstiadi: But I'm not entirely sure we'd have to look
Esta Tovstiadi: Yeah, because I don't see off the top of my head and easy way to do that. But that is a great question and
Esta Tovstiadi: Definitely something we can dig into after training and maybe create an FAQ for because I bet that would be really helpful for people
Esta Tovstiadi: Okay, um,
Esta Tovstiadi: Alright, so
Esta Tovstiadi: Let's go back.
Esta Tovstiadi: I lost our report. So, that's okay. We'll just create it again, really quickly.
Esta Tovstiadi: Okay.
Esta Tovstiadi: User Group. So we've got our
Esta Tovstiadi: Number of sessions and well number of sessions in which there was an action and user group. And so the next thing we need to do is add some date filtering.
Esta Tovstiadi: For our semester.
Esta Tovstiadi: I do the is between operator and pick some dates that work for us.
Esta Tovstiadi: Okay.
Esta Tovstiadi: One other thing I think it's helpful is to sort
Esta Tovstiadi: You can sort ascending or descending
Esta Tovstiadi: Let's sort descending so that the largest number is at the top of our results in the smallest is
Esta Tovstiadi: At the bottom
Esta Tovstiadi: You know, do that by mousing over this. You can't sort. Well, you can
Esta Tovstiadi: Not numerically but ok so sort descending. There we go and click on results.
Esta Tovstiadi: Okay, now that's that's what we've got.
Esta Tovstiadi: If you need to know what these user group codes mean you can go into Alma
Esta Tovstiadi: admin user management user groups and look up what these codes mean if you don't know them off the top of your head.
Esta Tovstiadi: And the interest of time, I won't demo that but here's how you do it.
Esta Tovstiadi: Okay, um,
Esta Tovstiadi: So,
Esta Tovstiadi: Another report, we could create is knowing, like what users are clicking on
Esta Tovstiadi: When they search and primo and a lot of campuses are using recommended databases librarians links, things like that. So would be nice to know if our users are actually using those links.
Esta Tovstiadi: The way you're going to do this is to create a new analysis subject area again actions usage.
Esta Tovstiadi: You're going to add the action usage actions and that's a measurement. So this is the number of actions taken
Esta Tovstiadi: And then you're going to add action types action and that's your descriptive field, which tells you what the action is. So let's go and do that do another new analysis action usage.
Esta Tovstiadi: Hey, we're going to add
Esta Tovstiadi: Under action usage. We're going to add this numerical field just numbers. So no description yet and then under action types.
Esta Tovstiadi: We are going to add action and that it's going to tell us what the action is. And we will also go ahead and just do our date filter.
Esta Tovstiadi: I'm just going to pick some really random dates. This time, just for giggles
Esta Tovstiadi: Let's just say we wanted to know, for the month of November.
Esta Tovstiadi: Okay, now when we click on results.
Esta Tovstiadi: You are going to see
Esta Tovstiadi: All of the actions that your users took in primo everything
Esta Tovstiadi: But we, we were just interested in
Esta Tovstiadi: Resource recommender
Esta Tovstiadi: And now I'm realizing that there are probably no.
Esta Tovstiadi: Resource recommend on this campus.
Esta Tovstiadi: So I am going to go into another
Esta Tovstiadi: Campus.
Esta Tovstiadi: Buffalo. I'm looking at you. I know you have a ton of the research recommender so I'm going to use you as an example.
Esta Tovstiadi: And
Esta Tovstiadi: We'll create this report again really quickly just to show you how how easy it is.
Esta Tovstiadi: And so we'll do new analysis.
Esta Tovstiadi: You know action usage.
Esta Tovstiadi: And they get our numerical actions and our action types.
Esta Tovstiadi: Descriptive action. Okay, now
Esta Tovstiadi: And I'm not going to click results because it actually takes a while to load on buffaloes, but
Esta Tovstiadi: We do need our date filter, though.
Okay.
Esta Tovstiadi: We'll do is between and we just said, November.
Esta Tovstiadi: Okay. All right.
Esta Tovstiadi: Now,
Esta Tovstiadi: Alright.
Esta Tovstiadi: So like I said, You'll click on the results you'll see this
Esta Tovstiadi: One thing I forgot to mention was this is a really great way to see everything your users are doing in this that you can run analytics on and primo and the actions area. So you should try it out. But we wanted to filter by resource recommender so
Esta Tovstiadi: The way we're going to do that is we're going to go back to criteria mouse over the bulleted drop down next to the descriptive action Type fields, select filter and then we're going to do. You can do it two ways. You can either
Esta Tovstiadi: Do the operator is equal to and use these little binoculars to select
Esta Tovstiadi: All the values related to resource recommender or you can do operator contains any and add the word resource. So I will
Esta Tovstiadi: Show you both.
Esta Tovstiadi: Okay, so
Esta Tovstiadi: First way we can filter.
Esta Tovstiadi: And we can say is equal to, and we can click on our binoculars.
Esta Tovstiadi: And just loading our list and you can scroll down and select if you want, but I'm kind of lazy when it comes to stuff like this. So I'm just going to type resource.
Esta Tovstiadi: And click search.
Esta Tovstiadi: Oh really,
Esta Tovstiadi: I'm
Esta Tovstiadi: Of course you're not working, are you, I'm okay.
Esta Tovstiadi: So in the past. This has worked if it were to work.
Esta Tovstiadi: And you would see some examples.
Esta Tovstiadi: Here, let's get them all to load again.
Esta Tovstiadi: I don't believe you.
Interesting.
Esta Tovstiadi: Someone's someone knows what's going on in the chat.
Esta Tovstiadi: I name contains not named starts. Yes. Good job, everyone. Thanks for keeping me honest. That's right. Attention to detail here name has to be contains
Esta Tovstiadi: And then you can type resource and it should work great. Thanks everyone.
Esta Tovstiadi: Okay, and you can see that all of these are related to
Esta Tovstiadi: Resource recommender I think
Esta Tovstiadi: And you can just send them all over here and hit okay it's populated them for you. That's what your filter is going to look like.
Esta Tovstiadi: If you click on results.
Esta Tovstiadi: There you go.
Esta Tovstiadi: The not all the fields are showing up because there must have been no clicks on the other ones that would be my assumption.
Esta Tovstiadi: To do it the other way.
We well we can
Esta Tovstiadi: Click this one.
Esta Tovstiadi: To filter and you can do
Esta Tovstiadi: Operator contains any and resource.
Esta Tovstiadi: And that should also work.
Esta Tovstiadi: In theory, good. It did. Okay. Um, you can sort these or anything, if you like, and
Esta Tovstiadi: Okay, and that is that
Alright.
Esta Tovstiadi: So finally, how many searches were conducted in primo in the fall semester.
Esta Tovstiadi: We can actually take this analysis that we just did and remove our filter limiting it to resource recommender and just filter it to show searches. So you'll go back to criteria to do that and
Esta Tovstiadi: Again, you can do it either way.
Esta Tovstiadi: If I don't know how the fields are exactly defined if I don't know the words to use for those fields, I will usually start by looking this way because you It lists all of the fields.
Esta Tovstiadi: But you can do it the other way as well. So let's do that. We'll go back to criteria and we will delete our resource filter.
Esta Tovstiadi: And we're going to filter on
Esta Tovstiadi: The descriptive action and these are binoculars change this to contains
Esta Tovstiadi: And
Esta Tovstiadi: I'm going to type search
Esta Tovstiadi: Here we go, we have advanced basic, basic with pre filter newspaper and suggested sounds great. I'm interested in all of those. I'm going to send them over and click OK, click OK again.
Esta Tovstiadi: And then click on results. And now we have the numbers of searches.
Esta Tovstiadi: Okay, um,
Esta Tovstiadi: Alright.
Esta Tovstiadi: So,
Esta Tovstiadi: Really quickly, I will just go over these I won't demonstrate them.
Esta Tovstiadi: A few tips and tricks.
Esta Tovstiadi: Let's say you want to know some data from the past week or month or three months or a year or whatever you need to use an SQL.
Esta Tovstiadi: You need to use SQL and your date filter. And the way you do this is you're going to add a date filter.
Esta Tovstiadi: And you're going to check this little box, you just leave a blank check this box it says, convert it to SQL and click OK and then you're going to get a pop up and you can copy and paste this SQL syntax into that box and you can just change the numbers, right, so I've highlighted.
Esta Tovstiadi: For the previous five days it's day and negative five. You want to do the previous 10 days just make it negative 10 the same for a week and month and I didn't list year but again just change this two year and make it
Esta Tovstiadi: A negative number.
Esta Tovstiadi: Then that way when you go to. You want to schedule this report, you could, you know, schedule.
Esta Tovstiadi: Every month to show like what searches were performed in the previous month. For example,
Esta Tovstiadi: A really important point. The, the fields on campus and signed in look like they have obvious definitions. They do not
Esta Tovstiadi: The definitions are different depending on which subject area. Your end so please review those definitions before you use them.
Esta Tovstiadi: I've listed all of the different definitions for signed in, and none of them mean what you probably think they should mean, which is how many users were signed in.
Esta Tovstiadi: They're all just counts of actions basically that
Esta Tovstiadi: A user a user took when they, when they were signed in. So make sure you review those field definitions.
Esta Tovstiadi: Several campuses have multiple views.
Esta Tovstiadi: You can filter or display views on your reports. If you're interested in doing that.
Esta Tovstiadi: You just need to use the field, type view.
Esta Tovstiadi: I pulled this example from Buffalo because they have quite a few
Esta Tovstiadi: And then finally we have several FAQs about doing some other stuff and analytics that are applicable here and primo analytics scheduling reports. So if you want to want to report to run on a scheduled basis we have instructions for doing that.
Esta Tovstiadi: If you want to get an email with that scheduled report.
Esta Tovstiadi: Or a report, you can do that.
Esta Tovstiadi: Um, you can also add a primo analytics widget to your on the homepage and I've listed out the procedure for that here.
Esta Tovstiadi: And here's, you know what, you fill in and where you click and what it looks like when you do that, that can be nice if you like to monitor search terms or number of searches, things like that. You can you can do that.
Esta Tovstiadi: Okay, some helpful links the
Esta Tovstiadi: subject areas. Again, please review them that will really help you understand what kind of data you can get out of pre movie analytics and then actually verse did a really helpful presentation.
Esta Tovstiadi: On primo analytics, a lot of which I sort of covered here, but some extra tips and tricks, which I didn't. So go check it out. Um,
Esta Tovstiadi: OK, and now we have time for questions and I wanted to
Esta Tovstiadi: Go back to Marion's question. And if others have questions, please go ahead and put them in the chat. Just going to review this really quick limit popular searches.
Esta Tovstiadi: Scope facets. OK, so maybe facets. Let's go look at
Let's look at
Esta Tovstiadi: How to look at the facets subject area to see. Oops.
Esta Tovstiadi: I will do a new analysis and kind of facet usage.
Esta Tovstiadi: Also say I'm going to open up
These
Esta Tovstiadi: Are really quickly. I'm
On facet use
Esta Tovstiadi: It's going to list these fields.
Esta Tovstiadi: Okay, so, yeah. So okay, so it does have scope. This is such a scope type
Maybe not quite what we're looking for.
Esta Tovstiadi: Let's go see what it looks like.
Esta Tovstiadi: So,
Esta Tovstiadi: We'll do facets selected.
And
Esta Tovstiadi: We'll just do facet type for now.
Esta Tovstiadi: I have no idea what this will look like. But let's just see
Esta Tovstiadi: Yeah, that's not super helpful.
Esta Tovstiadi: I mean,
Esta Tovstiadi: Because it could be if you only had like one type of
Esta Tovstiadi: That search scope, but it doesn't tell you which profile slot.
Esta Tovstiadi: Your users were using um
Esta Tovstiadi: So, um, yeah. And really a view, it's not it's not going to be helpful active tab.
Esta Tovstiadi: Sure is.
Esta Tovstiadi: Such a scope.
Esta Tovstiadi: I see.
Esta Tovstiadi: This new UI.
Esta Tovstiadi: It's not going to be user group for sure.
Esta Tovstiadi: Um, yeah. So, off the top of my head.
Esta Tovstiadi: Marianne, I don't see it.
Esta Tovstiadi: That would but there should be a way to connect that data in an advanced report, I'm
Esta Tovstiadi: Sorry, I don't have a better answer for that one.
Esta Tovstiadi: These yeah
Esta Tovstiadi: You, you probably don't need my commentary on this, but I feel like some of these subject areas like the groups of data don't exactly makes sense to end users like us end users of all them.
Esta Tovstiadi: So, Marianne says for collection development. I'm interested in the word students type looking for print materials. Right. Yeah. Mm hmm.
For print materials.
Esta Tovstiadi: Yeah, and I don't. So, I mean, we can look at. Actually, let's just open the popular searches. So, since you're
Esta Tovstiadi: Interested in the terms.
Esta Tovstiadi: Check their to
Esta Tovstiadi: Be there.
Esta Tovstiadi: Let's try this one.
Esta Tovstiadi: And again, we can we can double check before
Esta Tovstiadi: See what data is here.
Esta Tovstiadi: Not seeing an easy way
Esta Tovstiadi: I would bet it's possible, but it would be an advanced report and
Esta Tovstiadi: I'm, I'm not so confident in those yet.
Esta Tovstiadi: So yeah cuz that's just going to be view gonna have your search string but
Esta Tovstiadi: Yeah, sorry, Marianne, you always ask the hard questions so
Esta Tovstiadi: I will look into that and follow up.
Esta Tovstiadi: Probably with an FAQ. I feel like that might be helpful for lots of campuses. Nope. Don't be sorry. It's good. You're keeping us on our toes.
Esta Tovstiadi: Okay. Do we have any anyone have any other questions.
Esta Tovstiadi: No, we have a few more minutes.
Esta Tovstiadi: I really feel like with primo analytics, as well as all my analytics. It's some, the more you are able to play around in there.
Esta Tovstiadi: The more you will learn
Esta Tovstiadi: And we didn't talk about graphs, very much, but I know that
Esta Tovstiadi: Michelle can correct me on this.
Esta Tovstiadi: Slide versus working on some better visualization tools for the data in in Analytics. I don't know when that's forthcoming, but I think it's supposed to be 2020
Esta Tovstiadi: Cool fully deployed by May, so maybe by fall. It'll be there.
Esta Tovstiadi: That's, that's, yeah, that's a great point, we didn't, we didn't talk much about exporting data.
Esta Tovstiadi: But Marianne notes that it's useful to change the column properties. If you export data to excel.
Esta Tovstiadi: Okay, well, if there aren't any more questions, we'll go ahead and wrap up. Thank you everybody for joining me. I hope it was
Esta Tovstiadi: Helpful. Yes. Jennifer notes that there's a session on column properties in February.
Esta Tovstiadi: Okay, well thanks everyone. Have a great day and hope to see you at our next training.