Analytics Training

A practical guide to Analytics brought to you by the Central Analytics Standing Group, based on questions and feedback from Alliance members like you.

FY22 Training Series

Date and TimeTopicPresentersRecording and Materials
January 12, 3-4 p.m.Alma Analytics 101Ian Scofield, OSURecording (1 hour)
Slides (PDF)
February 9, 2-3 p.mAlliance Case Studies in AnalyticsCentral Analytics Standing GroupRecording (50 mins)
Alma Analytics for Weeding (PPTX)
Sample spreadsheet to construct a query to compare vendor titles with Alma records (XSLX)
Using Analytics for bibliographic record cleanup (PPTX)
March 9, 2-3 p.m.Building and Using DashboardsJian Wang, PSU
Nick Schockmel, UW
Recording (58 mins)
Slides (PDF)
April 13, 2-3 p.m.Enhancing Analytics Reports with SQLMichele DeSilva, COCC
Paul Ojennus, Whitworth
Recording (58 mins)
Slides, Part 1 (Google Slides)
Slides, Part 2 (PPTX)
May 11, 2-3 p.m.Making Usable Reports Out of Imperfect DataCentral Analytics Standing Group Recording (53 mins)
Call Number Sorting and Data Type Conversions (PPTX)
Cleaning Up the Published Field with Regular Expressions and Evaluate Functions (PPTX)
Using SQL Substring to Find Mismatched Data (PDF)
June 8, 2-3 p.m.Data Visualizations in Analytics and ExcelCentral Analytics Standing GroupRecording (56 mins)
Advanced Data Visualizations (PDF)
Sparklines in Excel (PDF)
Bubble Charts in Excel (PPTX)
Complex Data in DV (PDF)

General

Alma Analytics

Analytics lets you build reports on your institution’s Alma data (Institution Zone or IZ). You can request reports on Network Zone or NZ data. Read details about the difference in accessing IZ vs. NZ data.

  • Introduction to Analytics (November 2016; Video, 12:38)
    • Navigating Analytics
    • Menus, icons, and structure of Analytics
    • Demonstrates how to copy and paste a report
    • Addresses a few key issues you might encounter
    • Covers details about customization and displaying of reports
    • Rearranging columns in the compiled report
  • Analytics 101 (Summer Meeting 2019; PPTX)
    • General overview of Analytics. Including:
      • Accessing and structure of Analytics
      • Utilizing out-of-the-box analytic reports
      • Retrieving and using community reports
    • Creating a new analytic report:
      • Compiling a report
    • Selection of subject area
      • Adding criteria
      • Adding filters
      • Setting rows to add up to totals
      • Adding views
    • Creating a new dashboard, prompts, and adding reports
    • Adding Analytic widgets in the Alma interface
  • Navigating Analytics (May 2020; PPTX)
  • Subject Areas (October 2020; PDF) – Description of fields including their mappings in Alma and MARC source. Includes a how-to on combining Subject Areas.
  • Tips for Analytics Organization (eBUG 2016; PDF)
  • Sorting Two or More Fields (July 2016; PDF)
  • Display and Styling (January 2017; Video, 12:15)
    • Editing properties for analysis, tables, and columns
    • Including null values in a report
    • Hierarchy of columns
    • Enabling user interactions across multiple tables
    • Styling and setting sizes for tables and columns
    • Setting column and data formatting,
    • Customizing column headings
    • Conditional formatting for rows and columns
  • Modifying the Look of an Analysis (July 2016; PDF)
    • Changing column heading display
    • Adding totals to the end of columns
    • Coloring every other row.
  • Visualizing Analytics (May 2020; PDF) – Turn your reports into graphs and charts.

Primo Analytics

Primo Analytics is a separate system reached from Primo back office, where you can find reports on how users interact with the Primo discovery system, such as the most popular searches, or the number of times specific facets or devices were used. See the Primo Analytics Guide (April 2020; PDF).

FAQs

The Analytics FAQs page contains answers to frequently asked questions about Alma/Primo Analytics.

Dashboards

Annual Reports

Analytics in Action

Service Area Reports

Circulation

Collection Services

Electronic Resources

Resource Sharing

Advanced

Advanced SQL in Filters and Formulas

Need Help?

Take advantage of the wide-spread expertise of North American Ex Libris users by subscribing to the Alma mailing list.

Use the Central Analytics Request Form to send CASG any questions or submit ideas for new shared reports.