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.

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General

Alma Analytics

Alma 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 (Video, 12:38)
    • Navigating Alma 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 (PPTX) – Presentation from Summer Meeting 2019
    • General overview of Alma Analytics. Including:
      • Accessing and structure of Alma 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 Alma Analytics (PPTX)
  • Subject Areas (PDF) – Description of fields including their mappings in Alma and MARC source. Includes a how-to on combining Subject Areas.
  • Tips for Analytics Organization (PDF) – Presentation from eBUG 2016
  • Sorting Two or More Fields (PDF)
  • Display and Styling (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 (PDF)
    • Changing column heading display
    • Adding totals to the end of columns
    • Coloring every other row.
  • Visualizing Analytics (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 (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 the hundreds subscribed to the Alma mailing list. To subscribe to the Alma-L list, please visit the following link: https://exlibrisusers.org/listinfo/alma

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