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Description
Support for reporting in the context of consortium services.  Extend Alma Analytics functionality to enable analysis of activity in all libraries simultaneously. Among other features, Alliance seeks ability to run circulation reports (pre- and post-Alma implementation) and collection analyses across institutions.

Objectives
  • Expand data collection and reporting capabilities for high­ priority needs:
    • Example: support additional COUNTER reporting for electronic resources. 
    • Example: ability to limit by date when reviewing use for items.
    • Example: extend data reporting through APIs.
    • Example: easier way to do rolling monthly reports in Analytics.
  • Build collection of high priority consortial level reports in areas of Fulfillment, Collections, General, Acquisitions, Resource Management.
  • Develop high impact reports, widgets, and dashboards to be shared with libraries or publicly.
  • Build glossary of reporting definitions.
    • Example: ‘use’
Team Members
Rose Carlson Reed College
Karen Clay Eastern Oregon University
Al Cornish (Chair) Orbis Cascade Alliance
Jill Emery Portland State University
Kathi Fountain Orbis Cascade Alliance
Mary Galvin University of Oregon
Wade Guidry University of Puget Sound
Bonnie Parks University of Portland
Jesse Thomas University of Idaho

Timeline
In-depth work began in June 2015 and has been focused on two areas:

  • Support for operational reports
    Focus of work to date has been the development of consortium borrowing reports

  • Requesting specific developments to improve the consortium reporting environment
    Focus of work to date has been to improve Alma's protection of Personally identifiable information (PII) in building consortium-level reports

Additional work areas and the close-out date will be determined by the Alliance and Ex Libris.

Status
Please contact the Alliance Lead for more details