Michelle Eichelberger: All right. I'm going to go ahead and get started. Thank you all so much for coming to today's session on Alma. Analytics, e-resources. 1st of all, I wanted to thank Rebecca Nause for helping me put this presentation together. She was going to present with me. So if you saw the announcement. But she is actually meeting with ex libras today.
Michelle Eichelberger: I I see there's a request to record this meeting. I'm already recording this meeting. So I'm going to decline that request. So anyway, thanks, Rebecca. She's meeting with ex libras at Suny, Albany today. So I'm going to just go ahead and get started.
Michelle Eichelberger: So this is the last in our series on all my analytics and the recordings are here in the slide, there. They've also been posted to base camp, so just reach out if you can't find them, or if you need more information, I will be posting these slides after the session.
Michelle Eichelberger: When I started thinking about what I wanted to talk about today, I realized that I actually don't use all my analytics a ton for e-resources when we get a new campus as part of our supported campuses. With those agreements we usually do any resources audit.
Michelle Eichelberger: and generally
Michelle Eichelberger: we use functionality in Alma to do management and kind of checking on things that need cleaning up. So I'm going to go over a few of those things today as well as talking about the options for Alma analytics. We've been doing site visits which Maureen has mentioned a couple of times in various venues. And one of the things that's come up in those site visits that some places are still working on doing cleanup for migration which I get. There was a big mess, and there's probably still things lingering out there that you could clean up. So I'm going to show you a few tips and tricks on
Michelle Eichelberger: what you could do to do a little cleanup apologies. If this is repetition, I know that we did presentations right after migration, talking about how to do cleanup so. But I thought this might be helpful for people. So we're gonna talk about sort of basic functionality in Alma that you can use to get information about your e-resources. We're also gonna look at sushi and how to pull counter reports to generate that data. So you can actually see it in Alma. So I'm going to go ahead and get started.
Michelle Eichelberger: So there are a lot of things you can do right from all myself to do routine maintenance for your e-resources, and I'm going to do a demo after I get through the slides and show you some of these things live. So, as I mentioned, sometimes, analytics isn't the best way to find the information that you need to find out what needs to be tidied up the electronic collection search. If you do a star search, it's actually great. You can see what you have activated, and you can kind of
Michelle Eichelberger: periodically go through. Make sure your Cdi settings are good. Make sure that your proxy is assigned correctly, you know. Make sure that you're set to inherit any new titles if it's an aggregator, or if it's a selective collection where you get everything in it. So that's just something to do. Kind of, you know. Maybe as a summer project.
Michelle Eichelberger: Another thing you can do is and I'm not going to go into this, really. But there's that Cz task updates list. That's a good place to keep track of what has changed with the Cz because changes to the collections are coming in daily.
Michelle Eichelberger: But Dara will often pull information from those reports and give you a list of things. You know, if you have a collection that's selected. But maybe some titles were removed from the Cz. That
Michelle Eichelberger: because it's not an aggregator, it won't just pull them out of there. It'll make them local and deactivate them. Dara catches those kinds of things so it can be a good idea to take a look at that, so we'll go and take a look at some Dara stuff as well.
Michelle Eichelberger: The other thing I use constantly again, particularly when we get a new campus for extended support is the advanced search for portfolios. This can show you things that are standalone, you know, with the migration a lot of people had their ebooks in Olive, because that was really the only way to get them into the catalog, and they were standalone titles. They had a bib record. They had a 856 for the link.
Michelle Eichelberger: but they didn't migrate over very well. There was a print to electronic process that was hit or miss, so you might still have standalone portfolios, meaning that they're just floating around loose. They're not in a collection, and you could
Michelle Eichelberger: put them in a collection that makes them easier to manage. And also if they're things like Ebsco ebooks, you probably want to get them into the Ebsco collection, because then you can get updates. You can link them to the Cz things like that.
Michelle Eichelberger: The other thing that I use the advanced search for. And I'm just looking at my slide and realize, oh, I'm ahead of myself. This is actually the titles all titles advanced. Search this we use regularly as well, because this shows you when you delete, and this is for both print and electronic. When you delete either portfolios or holdings and items. If you don't do anything with the bib record, it's going to keep showing in primo. So you do want to clean those up or suppress
Michelle Eichelberger: them. So this is a place where you can do an advanced search. See what's floating around out there. The other thing we really would encourage you to do is if you get rid of something and it's linked to the Nz. But you want to keep the bib record. Just unlink it from the Nz. Because otherwise it's
Michelle Eichelberger: if you don't have it, we don't want it still linked to the Nz, so that's something to keep about. Keep in mind as well. You can do a lot of filtering in here. You can limit by creation date, because I know sometimes, if you have something on order, you may not have holdings or items or portfolios yet, so you don't want to delete those. You can limit this search by the creation date. And then if you have a lot of these, if you maybe have a bunch of things for migration, or you did a big cleanup a couple years ago.
Michelle Eichelberger: You don't have to delete these one by one. You can save them as a set and delete them with the bibliographic jobs, bibliographic records, job
Michelle Eichelberger: and then portfolios. We already talked about this. I'm very excited about portfolios. Obviously, I use this all the time to try and find things that need to be fixed. You can figure out what things are local, and if you have local
Michelle Eichelberger: records in a collection, it might be that you ordered something, and it wasn't available in the Cz yet. So you've created a local portfolio. But maybe it's been several months since then. And now you could actually link that to the Cz, which is a good idea again, because then you get all the updates. If the linking changes all of those kinds of things, so you can find ones that may be local.
Michelle Eichelberger: And also you can find things that are unavailable which is handy because you don't want people running into roadblocks when they're trying to find something that maybe you do actually get.
Michelle Eichelberger: There's also a lot of Alma reports in analytics. And these are the shared reports. This is in the
Michelle Eichelberger: Just the Alma shared folder. We will go out and look at this. So there are a lot of things out here. I honestly haven't used these at all, but they're here. If you want to play around with them. That might be useful for you.
Michelle Eichelberger: You can also build your own report. I'm not going to really take a deep dive into this. I know a lot of the other sessions that we've had have talked specifically about how to create a report. So basically, what I did was just tell you, you know, go to the E inventory subject area. That's where you're going to find these fields. You could choose fields like portfolio activation date, the modification date. And then, under bibliographic details. That's where you get your title, identifier, etcetera
Michelle Eichelberger: as I mentioned in this slide, I really only use analytics for e-resources when I'm trying to figure out what happened to a title. You know I we used to have this. It's gone. Now how come it's gone?
Michelle Eichelberger: You know I mentioned cleaning up bib records or deleting things. The great thing about all my analytics is all of that stuff is saved out there. So you're not going to lose anything if you get rid of bib records, or you know the other information. So I would highly highly recommend keeping your Almad tidy, you know. Get rid of stuff you don't need, because
Michelle Eichelberger: with all the indexing problems we have with it. You could end up with a lot of stuff in primo that you really can't get. And that's not a great user experience. So don't be afraid to delete things. It is saved in all my analytics, and you can find it using these kinds of reports.
Michelle Eichelberger: So let's talk a little bit about sushi. Susan Perry, who's here on the call, did mention that we were going to talk about sushi a bit in this session, so I wanted to make sure that we did that when she did her acquisition session.
Michelle Eichelberger: We were just in a all day in person, meeting last week with other people from Sysadmin, and we mentioned sushi, and everybody was like, what is sushi. So we forget that. You know everything is an acronym. I don't have anything here on the slide about for what sushi stands for, but in a nutshell it's a way to automatically harvest counter usage. Reports from vendors.
Michelle Eichelberger: Not all vendors offer sushi. So if you're trying to get all of them into Alma, you may run into problems with that, because some of them just don't provide that as a service. Maybe they have their own homegrown reports. They don't use counter. Some of them offer counter, but don't offer sushi, so you can retrieve the counter reports from their website. You can manually load them into Alma if you're trying to get everything in there. So there are some options
Michelle Eichelberger: Alma has default sushi settings for vendors, so I would encourage you to use those as much as possible.
Michelle Eichelberger: Excuse me,
Michelle Eichelberger: because that way, if the URL changes for retrieving the data, it'll automatically change. You don't remember to go in there and look for it. Reach out to us. There's a link here to our info@suniolas.libanswers.com just reach out to us. If you run into any trouble we can go and see who else might have it set up.
Michelle Eichelberger: One of the tricky things about sushi is that you don't. There's all these fields, and you don't know which ones are really required, and which ones aren't. So we can look at somebody else who has it set up and working. And we can tell you which field you actually need. There, we do have an FAQ. Which I have linked somewhere in this presentation, and that does link out to a libguide from Centennial College, which is excellent. They've really gone through the major vendors and told you what field you need, where to find them on the vendor site.
Michelle Eichelberger: That kind of thing. It's really great.
Michelle Eichelberger: Okay, so.
Michelle Eichelberger: and we will take a quick look at this as well in in one of our campuses. So in order to get sushi to work, you have to set up a subscriber which sounds like a real formal thing, but it really isn't and really, I think most of you already have this set up because we've gone through and set up sushi for the sun and connect databases for everybody except for the Ucs. And I think the Ucs already had them set up
Michelle Eichelberger: And so basically, it's just like
Michelle Eichelberger: a name that that the system needs to use to call the data and assign it to whatever. I'm not explaining this very well, I think you're all set. But basically you do need a subscriber.
Michelle Eichelberger: Then, once you, there are also some settings under that area in configuration. And it's there's a job that runs and it will automatically harvest sushi for you. Assuming that your connections are working
Michelle Eichelberger: what I would recommend. You can run it once a week. You can run it once a month. I would recommend running it once a month, because.
Michelle Eichelberger: you know, the sushi reports only are available when they're available, and if they're not available, you're going to get an error for that job which can look
Michelle Eichelberger: a little intimidating. If you're, you know, kind of watching your jobs when you see all these failed sushi jobs. If you see that it's not because you did anything wrong, the report just might not be available yet, so I usually recommend. I think there's an option for the 15th of the month or the 18th of the month. I usually recommend the 18th of the month, because by then most of the reports are out. Sometimes they're a month behind. I mean, it's really hit or miss with the vendors when the reports become available.
Michelle Eichelberger: So again, don't panic. If you get errors with this stuff sometimes that just happens.
Michelle Eichelberger: and then for each
Michelle Eichelberger: vendor. You know, for each resource that you want to harvest. There has to be a vendor to affiliate those reports with.
Michelle Eichelberger: and you set up your vendors under acquisitions, infrastructure vendors. And then, when you set up a vendor, even if you're not using acquisitions, you do have to affiliate it with you have to add at least something like an access provider to get the vendor set up.
Michelle Eichelberger: And what that means is, you have to say that they're the ones, providing access to whatever Ebsco or gale, or whatever. And then you, you put that interface in there. It's going to give you an error if you try to save it without doing that. So it's kind of self explanatory. And then on the vendor
Michelle Eichelberger: in Ama there's a usage data tab, and that's where you set up the sushi again we'll take a quick peek.
Michelle Eichelberger: So, as I mentioned.
Michelle Eichelberger: the sushi setup page has all these fields.
Michelle Eichelberger: but you don't always need all those fields. And sometimes, if you put data in all those fields, it could break the harvest. So go minimal. And again, it's sometimes hard to know what you have to put in there. So just let us know if you run into trouble. Here's that sushi tips and tricks. FAQ, that I mentioned, and that has the link out to the Centennial College page, which is great when you're 1st setting this up. Always use release. 5. I know now they're working on.
Michelle Eichelberger: Oh, I'm going to say this wrong. I think they're working on 5.2, but it might only be 5.1, and I know that ex libras is looking into. How significant those changes will will be.
Michelle Eichelberger: Oh, and I'm just
Michelle Eichelberger: seeing the chat. I'll look at that a second. But anyway. So I know, actually, this is looking into that hopefully, it won't be any major changes where you might have to change your setups.
Michelle Eichelberger: So they there is a new counter version coming, but don't try not to use version 4. Most places don't support that anymore. So I would highly recommend. If you have anything set up for counter 4 to switch it to counter 5.
Michelle Eichelberger: So you're gonna add the sushi account, and then the vendor. This is where you type in the vendor name, and if Alma has a default setting for it, it'll pop up most of the big ones they do. You know Alexandra street, or Ebsco, or Gale, or whatever it's all in there.
Michelle Eichelberger: Sometimes you need both a requester id, and a customer. Id. Sometimes you only need one, sometimes you need an Api key sometimes. If it's a platform where there's more than one service.
Michelle Eichelberger: service might not be the right word. But something like Elsevier. Elsevier has Scopus Elsevier has science direct, so you might have to pick the platform and put that in there for science direct. We had to put in Sd. I've already set that up for most of you, but that is something to keep in mind as well. And then, once you have this part set up. Then you get to choose what kind of report you're interested in. You know some of the big ones are
Michelle Eichelberger: Drd, one, which is a database level report. That's really helpful for Ebsco, because it shows you usage for all the specific databases, you know. And if you're paying for some of those outside of the Suny connect contract. You can see how much those are being used. Maybe you don't want to get them anymore. Maybe you do. There's also title reports. There's, you know, journal titles, ebook titles, all those kinds of things. So there's a lot of information out on the web about counter. If you want to do more research on that.
Michelle Eichelberger: So once you have that part set up, you can use this test connection button to see if your connection is working. It gives you a Json file, which sounds intimidating, but you can just open it up with notepad, and it'll tell you if it was successful or not the other place you can. You can also do harvest now, if you want to see if it'll harvest right away, or you can wait for the job to run to harvest the the information.
Michelle Eichelberger: You can also look here under acquisitions, import load usage data.
Michelle Eichelberger: monthly usage data tab. Here's where you would manually update counters reports if you can't set up sushi for them. But in this monthly data usage data tab, it's going to show you what was harvested. Here's some of the, you know. Here's a Pr. Platform, master report. That's another good one, Drd. One.
Michelle Eichelberger: so it'll tell you if the harvest is working correctly and so keep an eye on this, because sometimes you set something up 3 years ago, and it worked great. But maybe the vendor has changed their settings. Or maybe you need to reestablish your Api key. I have seen that happen. So just take a look at this and make sure it's working, and if it's not working. It's not going to have a green checkmark. It's like a red XI think.
Michelle Eichelberger: Okay. So now let's talk a little bit about counter reports and kind of well, you know, how do you get that data?
Michelle Eichelberger: So you'll be able to see that the sushi worked? You know you could look at that grid, or you can actually look on the vendor tab itself, and it'll tell you what's been harvested. It'll tell you the date. It was hard, you know what it's for all of those kinds of things. But you can't actually see the data itself through either of those areas.
Michelle Eichelberger: So this is where analytics does come into play. So
Michelle Eichelberger: when we set up the suny connect sushi for everybody, we also copied we have 3 basic counter reports, and we copied them into a shared folder for you, and I did reach out to people. So if you didn't see anything, or if you want help with that, or if you're at a Uc. Let me know. And I could share those with you. But basically, this is the way you're gonna get that counter report that you're gonna be able to look at.
Michelle Eichelberger: I'm just looking at Susan's chat.
Michelle Eichelberger: It's the online platform.
Michelle Eichelberger: Yeah. I mean, you want to get the stats from the platform where they're counting the stats. So if the publisher changes platforms, you're gonna need to change to the new platform, I may not be answering that. Well, Susan, when I get done with the slides we'll have an open period for questions, and we can chat about it. Then.
Susan Davis (UB): No, I think that it was just something that you know
Susan Davis (UB): point out like
Susan Davis (UB): some lots of times, because of the way Alma already sort of manages some of that. We we don't worry about it the way we did in Olive.
Susan Davis (UB): But it's just good to know that that's something that would be another step if we were like we do. We have our own sushi setups as opposed to letting you all do it.
Michelle Eichelberger: Yeah. And I don't think Alma's gonna switch that for you automatically. I mean, they'll.
Susan Davis (UB): Oh, no! If it's this.
Michelle Eichelberger: If it's the same vendor, they'll change the retrieval, if it's, you know, on a different platform. But if it's on a new, different platform. But again.
Susan Davis (UB): That makes sense. But yeah, yeah.
Michelle Eichelberger: Okay, so anyway. So we have these 3 basic reports. They should be in your shared folders. And what you can do. We talked about adding objects in the 1st session in this series, and you can add an object in your analytics list.
Michelle Eichelberger: And then you can actually see this data. It's pretty great, actually.
Michelle Eichelberger: And you can also search the catalog, the analytics catalog for other counter report options, because lots of other places have set these up, you know, I just did these 3 basic ones. But there's a lot out there. And I was just at Enug last week, and Elizabeth York from Rutgers, gave a super detailed, really excellent presentation on manually creating counter reports and all my analytics. And I'm going to add her slides to this
Michelle Eichelberger: this sessions slide area. So I have my slides. I have Elizabeth slides eventually they'll be linked to from the enug presentation site. But I think they just haven't gotten there, you know. The the conference was just recently. It was actually a week and a half ago. I lied. But it was really great. So I'm not going to redo what she did because she did a really amazing job.
Michelle Eichelberger: Okay?
Michelle Eichelberger: Questions before I go out and do some demoing.
Michelle Eichelberger: All right.
Michelle Eichelberger: So I'm
Michelle Eichelberger: going to. Are you guys still seeing my screen.
Susan Davis (UB): Yeah, yeah, okay.
Michelle Eichelberger: Thank you. So I'm going to go out, and I'm going to do some searching around in Monroe. Monroe is in really great shape. They're really on top of things. So I thought they would be a good place to do some of this demoing. So the 1st thing I wanted to show you is the star search for collections.
Michelle Eichelberger: and it doesn't matter what dropdown you use.
Michelle Eichelberger: You can use title you can use.
Michelle Eichelberger: Actually, that's a good point. I'm going to just say this, because the more I say this, the more I hope people hear about it. When you do an electronic collection search by title. You're not actually searching for the title of the electronic collection. You're looking for titles inside of it. So sometimes you get these really weird results and you can't find what you're looking for.
Michelle Eichelberger: If you want to look for an electronic collection by title, you have to look for electronic collection name. So let's just use that. But really the star search will get everything. It doesn't really matter.
Michelle Eichelberger: So if I do that.
Michelle Eichelberger: that gives me a list of everything that's been activated every collection that's been activated in Monroe. Some of them might be just activated for search. Some of them might be activated because they subscribe to the database. So there's a lot of stuff in here, and I would really recommend, you know again, once a year. Summer project. Do this search. See what you have active. Check the Cdi settings check, you know. Just do some maintenance, do some kind of tidying, and make sure everything's up to snuff. So that's 1 thing.
Michelle Eichelberger: I'm gonna just go back to my presentation for a second because I had a list of what I was gonna Demo.
Michelle Eichelberger: Okay? So when I was talking about advanced searches. If you've never used the advanced search in Ama, it's really powerful, and I highly recommend it. So let's do that title search I was talking about.
Michelle Eichelberger: If you click this little button here the advanced search button.
Michelle Eichelberger: What you can do is.
Michelle Eichelberger: and actually, you can see I've used this before. You can even search. But sometimes the search isn't helpful if you don't know what the actual field is called, because if I put in holdings. I don't think it would come up with anything, so I'm going to do. A has inventory equals no search.
Michelle Eichelberger: so there's only 20 things in here
Michelle Eichelberger: where they have a bib record that has no inventory, which is frankly amazing, like this is great. If you are having migration program problems from Olive, like, you may see thousands and thousands of things. So this is wonderful. And a lot of these are in here, probably because there's an order. So this is something that's on order. It's not suppressed. It's linked to the Nz.
Michelle Eichelberger: but there may be things in here that are old, or maybe you deleted the holdings and items or the portfolios, so you might want to get rid of them. And
Michelle Eichelberger: you know some if it's suppressed. That means the bib won't show in primo if it's not suppressed that Bib is going to show in primo. So that's something to think about. Do you care if things are on order are showing out there. If you do, then you might want to suppress it. But this is a really great search. You can find lots of good things in here.
Michelle Eichelberger: So good Job Monroe way to keep this tidy
Michelle Eichelberger: So I also wanted to show you the portfolios area.
Michelle Eichelberger: because I really use this significantly more than I do analytics to find problems with portfolios. So the 1st thing I want to look for is is standalone.
Michelle Eichelberger: And that's when you might have migrated something from Olive, and it never got put into its proper collection. And it's just kind of floating around out there, and you probably have forgotten about it.
Michelle Eichelberger: So that one is right. Here is Standalone, and I'm going to say yes, and I'm searching the institution.
Michelle Eichelberger: So they only have one
Michelle Eichelberger: and
Michelle Eichelberger: again. That's really great. So you know. And this you can tell when it was created. It was created in 2020. Maybe this was something they needed just to
Michelle Eichelberger: lunk in there to make discoverable. But, you know, take a look at these. Do you really need these? Are they things that were migrated? Do they need to be moved into a collection? Those kinds of things.
Michelle Eichelberger: The other things I wanted to show you in this area are is local.
Michelle Eichelberger: So we're going to say is local. Yes, and what that means is you're using a local portfolio instead of a portfolio from the Cz.
Michelle Eichelberger: and sometimes you may need to do that.
Michelle Eichelberger: So here's the situation. I did take a quick, quick peek at this earlier today, just to see what I was going to end up with.
Michelle Eichelberger: So Monroe is using the auto load for Ebook central, and that means that they are managing both their subscription package, for I think it's called academic complete the ebook package. That's an aggregator. It's a subscription package, but they also buy one off titles. So everything's being managed in the same collection. And it's a selective collection, because they don't want every single title in Ebook central to be activated for them.
Michelle Eichelberger: which is great. Their settings are all good, they're in good shape, but as titles come and go from that aggregator collection, Alma doesn't really know what to do with those, because they don't want to automatically delete them from the selective collection, because maybe you get it some other way, or you know. So what happens with the selective collection when a title is removed from the Cz is, it becomes local and inactive.
Michelle Eichelberger: So this is a good way to catch these. These also do show up in Dara. You can catch these sometimes. But this search
Michelle Eichelberger: is local equals. Yes, you could also limit it to is local equals. Yes, and is available equals? No. So that would be another way to catch these.
Michelle Eichelberger: so you know.
Michelle Eichelberger: this may be really gone from the aggregator. They might not really get it. So it's a good idea to just then go and delete these. And as I mentioned, they're in good shape. I know this looks like a lot.
Michelle Eichelberger: but there's really not that many problems in here. Sometimes you want a local collection. So you know, maybe you want this or a local portfolio. I think this is set up for the we have a dynamic URL for the New York Times. So that's totally fine. Here's another one of those ebook central ones. The other thing I wanted to show you is that
Michelle Eichelberger: the way we're managing science direct with the combination of the current titles in the Nz. And the perpetual access titles in your Iz, you are going to get a lot. There's over a thousand local portfolios in science direct.
Michelle Eichelberger: They just are that way. It has to be set that way where it's local in your Iz and
Michelle Eichelberger: community zone in the Nzu, just because of the way that the management works. So don't be alarmed if you see a lot of stuff in here. You can also limit your search to say, you know, and the collection doesn't include science direct. That's another way to kind of filter it down so you don't get all of that stuff in there
Michelle Eichelberger: and then the last thing I wanted to show with this is
Michelle Eichelberger: is available equals no.
Michelle Eichelberger: So availability
Michelle Eichelberger: not available.
Michelle Eichelberger: This is another way to catch those things. So this is really good. 16 things that's like nothing.
Michelle Eichelberger: So it's just good to go, and what you could do with these is, you know, my suspicion is that these are no longer part of the
Michelle Eichelberger: aggregator academic, complete
Michelle Eichelberger: package that they're purchasing from ebook central. So these are probably fine. But you could go test them, you know. Go search for this title in Ebook Central, if you really don't get it, then fully delete it, you would just click delete, delete the bib.
Michelle Eichelberger: just get it out of there, because again, it could cause indexing issues and other problems.
Michelle Eichelberger: What else? Let's just take a quick look at Dara.
Michelle Eichelberger: Dara tries to be helpful. But I also find Dara annoying, and don't trust Dara like. Just take everything Dara says with a grain of salt.
Michelle Eichelberger: You can. You know they give you
Michelle Eichelberger: things that have been checked out or missing for a long time like big whoop. You already know that they don't need Dara to tell you that. But there are these categories, and one of the things Dara often tells you to do is, they often tell you to set up upload electronic holdings. You don't have to do that like jstor. This is
Michelle Eichelberger: particularly if you're getting an aggregator from jstor. You don't need to like constantly. Look for titles from Jstor. I think that you can also buy individual titles or ebooks from journals or ebooks from jstor. So this might be helpful if your campus does that. But you don't have to do this, so don't always listen to Dara. But Dara is handy for catching those inactive portfolios. It will tell you, or it'll tell you, you know. Oh, hey! You have 30 local portfolios that could be linked to the Cz.
Michelle Eichelberger: And that's really easy to do. There's just an option that says Link to the Cz.
Michelle Eichelberger: So I would take a look at it every now and again.
Michelle Eichelberger: But don't listen to it. You don't have to do what it says.
Michelle Eichelberger: What else?
Michelle Eichelberger: Any questions before I move on to Sushi.
Michelle Eichelberger: Okay, let's chat a little bit about sushi.
Michelle Eichelberger: So if I go to vendors.
Michelle Eichelberger: the subscriber thing I mentioned is already set up and thanks Susan for putting that info in the chat.
Michelle Eichelberger: Susan Perry.
Michelle Eichelberger: so
Michelle Eichelberger: you can have vendors, even if you're not using full acquisitions or even technical. You know, you can set up a vendor. It's no big deal. And I'm going to show you the science direct one
Michelle Eichelberger: which I can't remember if it's under.
Michelle Eichelberger: Yeah. Okay, so it has its own thing. You can call it whatever like. There's no rule for the code or the name, or anything like that everybody's different. Each campus is different. There's no policies in terms of what you call things.
Michelle Eichelberger: I had mentioned that when you set up a vendor you have to give it one of these things in order to
Michelle Eichelberger: create it, you'll get an error message, and generally what I do if I'm helping a campus who isn't using acquisitions. I just say that it's an access provider. And then down here you add the the
Michelle Eichelberger: the access, the interface.
Michelle Eichelberger: They have 2 things. So that's why there's this account here as well. But I just add the interface, and the interface is science direct. You add it, and there's a dropdown. You just look it up. So that's what you have to do. If you're not using acquisitions, and you need to create a vendor. And then the the usage data tab is where you set up the sushi.
Michelle Eichelberger: I'm going to just show you this because there's nothing private about this. Everybody's science direct in Suny is set up the same way. So basically, when you're ready to add an account, you just do add sushi account. You're going to do release number 5, because that's the current one.
Michelle Eichelberger: And then this is already set up.
Michelle Eichelberger: So this Id is the same for everybody. This is their customer. Id. Again, I don't think this is super private. Hopefully, I'm not violating anything but and then the in this case there is a platform. So you do have to put the platform as well. But you don't have to put anything else, and it's really tempting to fill in all this stuff. But sometimes that can break your connection. So
Michelle Eichelberger: if in doubt, just reach out and ask us. And then these are the specific report types that Monroe is harvesting. Prpm. One is the platform usage report. Elsevier doesn't offer a Drd. One. So you really are kind of limited to what the vendor
Michelle Eichelberger: offers to you. And then this is the journal
Michelle Eichelberger: title usage, and then I can't remember what J. 3 and J. 4. I think it's like one is might be turn away. I can't remember you could look it up on the counter site. But basically.
Michelle Eichelberger: that's all you do to set it up. You can test your connection up here
Michelle Eichelberger: once it's working.
Michelle Eichelberger: you can see
Michelle Eichelberger: that things have been coming in. So the last time this was harvested, or the last time these came in was September 2024, you can sort. Sometimes you get when it fails, you still get a file in here, and if you're
Michelle Eichelberger: have lots of time on your hands. You can actually like
Michelle Eichelberger: filter by this, like, there's a place where you can do like success. Or you know
Michelle Eichelberger: how, if it worked or not status. Yeah, like you can look for failed ones, and then delete them and clean it up and have it be all nice and tidy, but
Michelle Eichelberger: you may not have time for that which is reasonable. But basically, this is showing me that this is working well. So it this is the last time it ran on the 18th of October, but probably Elsevier's stuff wasn't ready yet. So that's why you only have the September. You don't have any October data yet. So you're really at the whim of the vendor. There's not much you can do about that.
Michelle Eichelberger: So that's where you set up sushi and I had mentioned. You can see how things are going with the it's in here.
Michelle Eichelberger: I think it's
Michelle Eichelberger: I have to go back to my own slides.
Michelle Eichelberger: There's a place in here where you can load
Michelle Eichelberger: the files.
Michelle Eichelberger: Oh, load usage data. Here it is. This is where you can load them manually, but it's also where there's that tab to see how things are going.
Michelle Eichelberger: So
Michelle Eichelberger: this is this gives you kind of an overview.
Michelle Eichelberger: I wouldn't panic if there's this exclamation point. It's just, you know, something to look into. Maybe it only partially loaded. Maybe you need to do some adjustments.
Michelle Eichelberger: but this, you know, and there's lots of pages. If you have a lot of sushi set up.
Michelle Eichelberger: that's how this works.
Michelle Eichelberger: All right. So let's go out and look at Alma analytics. And hopefully, it will let me in.
Michelle Eichelberger: Okay, great, let me in. Here's the catalog
Michelle Eichelberger: that screenshot I showed in the slides was from here
Michelle Eichelberger: under Alma, and then
Michelle Eichelberger: the inventory.
Michelle Eichelberger: and if you look at reports.
Michelle Eichelberger: there's some stuff out here. Maybe it's useful. Maybe it's not. But this is where that information lives.
Michelle Eichelberger: And then, you know, if you were looking for
Michelle Eichelberger: particular counter report.
Michelle Eichelberger: let's look for the Rd. One. You could just put it in here.
Michelle Eichelberger: and I'm going to change this to be shared folders instead of the specific folder that I'm in. I'm going to do a search.
Michelle Eichelberger: and this will show you all the places people have set this up and the names of it, and I know we tell you this every single time we do these presentations, but if you find one, you like, copy it, don't edit it from here. Copy, and then put it in a a local folder so you can edit it and work on it.
Michelle Eichelberger: So there's a lot of information out here, and a lot of really smart people have shared their reports. So I would definitely take advantage of that.
Michelle Eichelberger: Those suny reports I mentioned they should be. See if I can. Okay, good. I can get back here.
Michelle Eichelberger: They should be in your campus.
Michelle Eichelberger: shared folder.
Michelle Eichelberger: and then there's usually an Sls folder. If you already had some folder that seemed like the right place to put it. That's where I put these, and I let you know in the email that I sent you reach out if you didn't hear from me, or you need more information. But
Michelle Eichelberger: here.
Michelle Eichelberger: here are those 3, the Drd, one, the Trb. One and the Trj. One, and then prp, one looks like I added it after that for Monroe.
Michelle Eichelberger: But basically these are going to take that sushi data and put it into a
Michelle Eichelberger: a thing you can look at. I'm gonna just open this and see what happens. You can pick a vendor, you can pick specific usage dates. Let's do that. We'll do. October first, st
Michelle Eichelberger: 2023.
Michelle Eichelberger: Do now
Michelle Eichelberger: just say, okay.
Michelle Eichelberger: And I did a quick demo of this from the analytics object list. But this is what it looks like just out in Alma analytics. In that 1st presentation I did a little demo on it. But this is really great. And hopefully, this can replace your manual going out and looking for usage data on a monthly basis. If that's something you're having to present to your administration. So I'd highly recommend taking a look at these, I will say that you know I copied these in here, and then for some campuses, I was having trouble with things, so
Michelle Eichelberger: if it doesn't work, just reach out. There may be some quirky thing that we need to adjust. Or you know.
Michelle Eichelberger: analytics is trial and error constantly. You're always going back and editing things and changing things. But
Michelle Eichelberger: that's how the the counter data can actually be seen. Can't see it in Alma, but you can see it in all my analytics, and you can make this a object. So you can kind of like preview it in
Michelle Eichelberger: Alma.
Michelle Eichelberger: So the last thing I wanted to talk about just were the subject areas that you might need when you're creating an analysis.
Michelle Eichelberger: That e-inventory
Michelle Eichelberger: that is probably the one you're going to use the most
Michelle Eichelberger: for doing e-resources analytics. But you know there may be other ones in here that might be useful for you in terms of
Michelle Eichelberger: e-resources. Susan Perry also had mentioned, briefly doing cost per use, analysis, and one of the fascinating things in Elizabeth's presentation from Enug
Michelle Eichelberger: was that somebody asked her about that? You know. She's amazing. She's all over the list serves. And somebody asked her, Oh, are you doing cost per use analysis in analytics? And she said, they're actually not and because Rutgers is so big and has so many back files of things, she said. The reason they don't do it is because it'll tell you
Michelle Eichelberger: what titles are being used, and then you can do like, okay, we're paying this many much per use. But the problem is, you don't know which timeframe is being used. So if you bought back files for something, and you also have current access. The reports don't show you. Okay. It's, you know, it was used a hundred times for the 1980
Michelle Eichelberger: issues, but not at all. For now. So it it doesn't really help with cancellation decisions, because you can't tell when the type, you know, when the title was from that's being used. So that's kind of an interesting. Take on it. Because we do use cost per use in other areas, like, you know, for Avon.
Michelle Eichelberger: that that would totally be fine, because you only have one way to access those videos.
Michelle Eichelberger: So if it's, you know that kind of a thing. But if it's a journal, it's really hard to tell when things are
Michelle Eichelberger: were being used.
Michelle Eichelberger: So that was the bulk of what I wanted to show you. Does anybody have questions
Michelle Eichelberger: or anything you want to see that I mentioned, but didn't. Demo.
Michelle Eichelberger: All right. Well, thank you so much for coming. I will post these slides hopefully by the end of today in Hq. And also send them out through the libcal invitation. So thanks very much.