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    Primo VE Analytics

    Introduction

    Primo Analytics enables customers to run reports on patron activities performed in the UI. You can use out-of-the-box reports that are provided by Ex Libris, or you can create your own reports. Groups of reports can be displayed in dashboards that you customize. You can share reports and dashboards that you create with other Primo users in your institution or in other institutions. These reports help you to understand patron activities and to make informed decisions on how to improve services. For more details regarding Analytics, see Primo Analytics.

    For details regarding Alma Analytics, which is used to report library operations, see Alma Analytics.

    Creating Analytics Reports and Dashboards for Primo VE

    Primo Analytics is built on Oracle Business Intelligence Enterprise Edition 11.1.1.9, which allows you to create, run, and view reports/dashboards. Primo VE utilizes the same interface as Primo except for the operations activities, which are not applicable to Primo VE. For a thorough description of all the activities available in Oracle BI, click the Help button to view the online help and Oracle documentation, or refer to the Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1): http://docs.oracle.com/cd/E21764_01/bi.1111/e10544/toc.htm.

    To access Oracle BI, click Analytics > Analytics > Design Analytics (Primo).

    PVE_Oracle_BI.png

    Oracle BI for Primo VE

    For information on how create reports and dashboards, see the following documents, respectively:

    Configuring Analytics Objects for Primo VE

    The Analytics and Configuration page (Analytics > Analytics Objects > Analytics Objects Lists) allows you to schedule Primo VE Analytics reports and dashboards to run at specific times and have them emailed to subscribed users. You can also create links to reports and dashboards that can be accessed in Primo VE by users with specific roles.

    To add a scheduled report/dashboard:
    1. Open the Analytics and Configuration page (Analytics > Analytics Objects > Analytics Objects Lists).

      PVE_AddNewPrimoAnalyticsObject.png

      Analytics Configuration and Subscription (Administrator Page)
    2. Click Add New Primo Analytics Object from the Add New Analytics Object drop-down list.

      PVE_PrimoAnalyticsObject.png

      Add Primo Analytics Object
    3. Fill in the following fields:

      • Title (mandatory) – The title of the object to create.

      • Analytic Folder (mandatory) – The folder of the report or dashboard.

        Analytics objects of type Widget, Report and Scheduled report should be defined from the Analytics institutional directory and not from the Primo directory. If the desired Analytics report is in the Primo directory, copy the report to your institutional directory and define the Analytics object from there. For example, if your institution is named Alma University and you want to define the default out-of-the-box report Shared Folders/Primo/Usage/Reports/Action Usage example as a widget, you should first copy it to a directory under Shared Folders/Alma University/ (such as Shared Folders/Alma University/Usage). The report can be copied from one directory to another either by opening it in edit mode, selecting Save as, and saving it in the new directory, or by dragging it from one directory to another (while ensuring that it remains in the previous directory as well—for example, by pressing the CTRL key).

      • Name (mandatory) – The name of the report or dashboard. The list of names comes from the folder you selected. Note that folder, report, or dashboard names should not contain the following characters: ampersands (&), commas (,) , semicolons (;), colons (:), hashtags (#), or slashes (/).

      • Type (mandatory) – The object that you want to create.

        • Dashboard – A link to view a dashboard in Analytics > Reports.

        • Report – A link to view a report in Analytics > Reports.

        • Scheduled Dashboard – A scheduled dashboard. If you select this, the Status and Schedule fields appear.

        • Scheduled Report – A scheduled report. If you select this, the FormatStatus, and Schedule fields and the FTP checkbox appear.

        • Widget – A widget for a report or dashboard. For information on how to display widgets in Alma, see Managing Widgets.

      • Format (scheduled report only, mandatory) – The format for the report: PDFExcel, or Text. When the file size is over 2MB, it is compressed into a zip file.

      • Status (mandatory) – Whether the schedule is Active or Inactive.

      • Schedule (mandatory) – The time and period (daily, weekly or monthly) that you want the report or dashboard to be run. Scheduled reports and dashboards are run by the scheduled jobs Schedule of Analytics Reports and Dashboards. To run, the report must be enabled and scheduled here, and the job that runs reports at the selected time period must be enabled. Scheduled times are relative to your institution's time zone. When scheduled, the Email Notifications action appears.

      • FTP – Select FTP to have scheduled analytics reports placed on an FTP server. If you select this, the FTP Configuration and Sub-directory fields appear.

      • FTP Configuration – select the FTP configuration on which to place the report. For information on configuring this, see Configuring S/FTP Connections.

      • Sub-directory –  the sub-directory in which you want to place the report on the FTP server.

      • Select Email Notifications to configure who is notified when the job is complete. The Email Notifications for Scheduled Jobs appears. For more information, see Configuring Email Notifications for Scheduled Jobs.

        Email notifications are sent for a scheduled time and not for each report or dashboard.

      • Description – A description for the report or dashboard.

    4. (mandatory) You must have the roles required to subscribe to a scheduled report/dashboard or to view the link or widget of a report/dashboard: Select Add Role, select the roles that can subscribe or access the link or widget, and select Add Role. To remove a role, select Delete in the row actions list. Users must have at least one of the roles defined for the object to subscribe to or view the object.

    5. Click Save.

    Subscribing to Scheduled Reports and Dashboards for Primo VE

    Staff users who are assigned any of the roles specified in the scheduled report/dashboard may use the Analytics Configuration and Subscription page (Analytics > Analytics > Subscribe to Analytics) to subscribe to a scheduled report/dashboard.

    Administrators can also add and delete subscriptions for staff users who do not have the required permissions to subscribe themselves. For more information, see Managing Subscriptions to Scheduled Reports and Dashboards.

    To subscribe to a scheduled report/dashboard:
    1. Open the Analytics and Configuration page (Analytics > Analytics > Subscribe to Analytics).

      PVE_SubscribeScheduledReport_Dashboard.png

      Analytics Configuration and Subscription (Subscriber Page)
    2. Select the Primo filter from the Analytics Source System drop-down list.

    3. In the row of the report/dashboard to which you want to subscribe, enable the slider in the Subscribe column.

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