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    Alma Analytics: Become an Expert

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    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. These sessions include information on using Analytics to manage inventory, monitor Acquisitions and Fulfillment activities and more.

    Badge_- Alma Analytics 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. These sessions include information on using Analytics to manage inventory, monitor Acquisitions and Fulfillment activities and more. 

    The Become an Expert series is structured as follows:

    • Session 01 = A general overview and introduction

    • Sessions 02-03 = A focus on specific areas such as physical and electronic inventory, fulfillment, acquisitions and COUNTER usage.

    • Sessions 04-08 = A drill down to specific analytics functions that can help you create reports more efficiently.

    Session Number

    Session Name

    Description

    Additional Resources

    Recording

     

    01

    Overview and Introduction to Analytics

    This session includes:

    • Accessing and "consuming" analytics
    • Roles
    • ETL - Extract, Transform, and Load
    • Folder structure of ready-to-use reports
    • Dashboards
    • Create a report

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

     

    More documentation and training resources:

    • Documentation

    • Analytics Subject Areas

    • Training Resources

     

     18 September 2024

    View Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

    02

    Physical Inventory and Fulfillment in Alma Analytics

    This session includes:

    • Default, ready-to-use reports and dashboards that analyze physical inventory and fulfillment
    • Creating custom reports that analyze physical inventory and fulfillment

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

     

    • More documentation and training resources:

      • Documentation

      • Physical Items Subject Area

      • Common Analytics Procedures

      • Fulfillment Subject Area

      • Training Resources

    25 September 2024

    View Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

    03

    Electronic Inventory,  Usage and Acquisitions  in Alma Analytics

    This session includes:

    • Default, ready-to-use reports and dashboards that analyze electronic inventory, usage, and acquisitions
    • Creating custom reports that analyze electronic inventory, usage, and acquisitions

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

    • Analytics Documentation

    • Subject Areas

      • E-Inventory

      • Link Resolver Usage

      • Usage Data

      • Funds Expenditure

    • Common Analytics Procedures

    • Training Resources

    02 October 2024

    View Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

     

    04

    Creating and Managing Dashboards in Analytics

    During this session, we show how to:

    • Create a new analytics dashboard
    • Edit a default dashboard
    • Create a dashboard prompt

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

    • Analytics Documentation

      • Creating a Dashboard

    • Common Analytics Procedures

    • Training Resources

    09 October 2024

    View Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

     

    05

    Creating and Managing Prompts in Analytics

    This session focuses on the following:

    • How prompts are used in analytics reports

    • How to create a prompt in an Alma Analytics report

    • How to refine your prompts

     

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

    • Analytics Documentation

    • Common Analytics Procedures

      • Create  a Prompt

    • Training Resources

    16 October 2024

    View Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

     

    06

    Filters and Functions in Analytics

    This session covers how to create Filters for:

    • Contents of a specific position of a control field in Alma Analytics

    • Multiple filters per column in an analytics report

    • Special characters

     

    And how to create Functions that:

    • Change a date & time field to only contain the date

    • Count the number of rows in a table

    • Create conditional if/when statements

    • And more!

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

     

    More documentation and training resources:

    • Useful Custom Formulas

    • Common Analytics Procedures

    • Presentations - Filters

    • Presentations - Functions

     

    23 October 2024

    View Recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

    07

    Analytics Objects

    This session includes how to:

    • Add an analytics widget to the Alma home page
    • Create an analytics dashboard object  that is accessible from the Analytics menu
    • Create a report object
    • Create  a scheduled report to be sent to Alma and non-Alma users
    • Automate sending a report to an FTP server
    • Common problems to avoid

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

     

    More documentation and training resources:

    • Analytics Objects Documentation
    • Analytics Documentation

    • Training Resources

    30 October 2024

    Video recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

     

     

    08

    Useful Tips in Analytics

    In this final session, we cover how to:

    • Save a customized Alma Analytics column for future reports

    • Add a logo to the top of a report

    • Create an Alma set from an analytics report

    • Customize the "no results" message

    • Concatenate two or more fields in a report

    • Conditionally change the text format a report

    • Use analytics report output as the input for a subsequent report

    If time permits at the end of the session, attendees will be invited to ask questions and discuss any subject of the entire series of classes.

    Presentation Slides

    Exercises

    Questions and Answers from the live training sessions

     

    More documentation and training resources:

      • Analytics Documentation

      • Training Resources

      • Knowledge Article: Helpful Resources

      • Developer Network

    06 November 2024

    Video recording

    Note: Captions on the recording were created by an automated system and are not entirely accurate.

     

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