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    4. Helpful Resources for Creating Alma Analytics Reports

    Helpful Resources for Creating Alma Analytics Reports

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    1. Question
        1. Documentation
        2. Recorded Presentations
        3. Other Resources
      1. Opening a Case
    • Product: Alma

    Question

    What resources are available to assist in creating an Alma Analytics report?

    Answer

    Documentation
    • Analytics documentation home
    • Presentations and documents on Alma Analytics
      • A compilation of presentations on a wide range of Alma Analytics functionalities
    • Alma Analytics LibGuide
    • Alma Analytics Subject Area documentation
      • Documentation pages for each Subject Area include a list and description of the available fields
    • Common Analytics Procedures
    • Useful Custom Formulas for Alma Analytics
    Recorded Presentations

    The following presentations introduce Analytics skills and guide users step-by-step through the creation of Analytics reports:

    • Alma Analytics: Become an Expert
      • Includes 8 sessions
      • Topics: introduction to Analytics, physical inventory, fulfillment, e-inventory, acquisitions, dashboards, prompts, filters and functions, Analytics objects, useful tips
    • 2020 Knowledge Days
      • Includes three presentations on Alma Analytics
      • Topics: Reveal Alma Analytics for Resource Management, Investigate Alma Analytics for Acquisitions, Explore Alma Analytics for Fulfillment
    • Alma Analytics for Beginners
      • Presented as part of the 2021 Knowledge Days
    • Alma Analytics on YouTube
      • Videos on a range of topics in Alma Analytics
    Other Resources
    • Out of the Box reports
    • Community reports
    • Analytics mailing list
    • Harvard University's Analytics Wiki

    As a general policy Support will not create customer reports or take ownership for the report of institutions. Instead Support can be consulted on issues and expected behavior of existing reports either created by the institution or community reports that are out-of-the-box.

     

    Ex Libris does offer additional training for Analytics. To support the evolving needs of libraries, Ex Libris offers an array of Premium Services for libraries that are in production with Ex Libris solutions. These services will help you to improve efficiency, deploy new features or services, and learn more about functionality.

     

    Contact us for more information: Premium.Services@clarivate.com

    Opening a Case

    After referencing the above resources, if a case needs to be opened in the Support Portal, please include the following information:

    • The name of and path to the Analytics report (must be saved in the shared institution folder)
    • Specific examples of data that is expected for the report

     


    • Article last edited: 19-Apr-2023

     

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