Alma Analytics: Become an Expert
Alma Analytics: Become an Expert is a series of eight 90-minute sessions intended to provide learning opportunities for Alma Analytics operators at all levels, and was most recently presented in late 2021. These sessions include information on using Analytics to manage inventory, monitor Acquisitions and Fulfillment activities and more. The APAC sessions was presented by Yoel Kortick, while the NA/EMEA sessions were presented by Kevin Lane-Cummings.
The Master Class is structured as follows:
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Session 01 = A general overview and introduction
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Sessions 02-03 = A focus on specific areas such as physical and electronic inventory, fulfillment, acquisitions and COUNTER usage.
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Sessions 04-08 = A drill down to specific analytics functionalities which can help make reports be created and "consumed" more efficiently.
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Session Number |
Session Name |
Description |
Additional Resources |
APAC |
NA/EMEA |
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01 |
Overview and Introduction to Analytics |
This session will include the following topics: documentation, roles, accessing and "consuming" analytics, subject areas, ETL, folder structure and using the default ready-to-use reports and dashboards. Time-permitting we will begin some actual report creation.
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Wednesday, Oct. 20th Recording YouTube |
Thursday, Oct. 21st |
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02 |
Physical Inventory and Fulfillment in Alma Analytics |
This session will include the following topics: default ready-to-use reports and dashboards which pertain to physical inventory and fulfillment, locally customizing the default reports, creating new reports including the following (time permitting):
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Wednesday, Oct. 27th Recording YouTube |
Thursday, Oct. 28th
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03 |
Electronic Inventory, Usage and Acquisitions in Alma Analytics |
This session will include the following topics: default ready-to-use reports and dashboards which pertain to electronic inventory, COUNTER usage and acquisitions, locally customizing the default reports, creating new reports including the following (time permitting):
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Wednesday, Nov. 3th Recording YouTube |
Thursday, Nov. 4th |
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04 |
Creating and Managing Dashboards in Analytics |
During this session we will show how to create a new analytics dashboard from scratch, showing each of the stages in detail. Time-permitting we will also edit an existing default dashboard. |
Wednesday, Nov. 10th Recording YouTube |
Thursday, Nov. 11th |
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05 |
Creating and Managing Prompts in Analytics |
This session will focus on various functionalities relating to prompts, both in reports as well as in dashboards. Some of the topics we will cover are:
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Wednesday, Nov. 17th Recording YouTube |
Thursday, Nov. 18th
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06 |
Filters and Functions in Analytics |
Filters and functions can improve both the data retrieved as well as the aesthetic appearance of the reports. Some of the filters and functions we will look at include: Filters:
Functions:
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Wednesday, Dec. 1st Recording YouTube |
Thursday, Dec. 2nd
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07 |
Analytics Objects |
Analytics objects allow the institution to have the reports "consumed" by a wide audience. They include widgets, dashboards, scheduled email reports, and scheduled reports to an ftp server. We will look at how to create the various analytics objects. |
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Wednesday, Dec. 8th Recording |
Thursday, Dec. 9th |
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08 |
Useful Tips in Analytics |
In this final session we will investigate several tips which can help the analytics designer create the "perfect report". Some of these tips include:
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Wednesday, Dec. 15th Recording |
Thursday, Dec. 16th |