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    Primo Customized Values Usage

     

    • Because Analytics data is aggregated daily based on the UTC time zone, yesterday's data for your library may only contain a partial reporting and may require an additional day to see its full reporting.

    • Some actions such as filtering by facets or by resource types in the Resource Type Filter Bar may also be triggered by deep links and may not be invoked directly by users.

    Introduction

    Using the Primo Customized Values Usage subject area, you can create reports that help to answer the following types of business questions:
    • How many times did users invoke a certain action in Primo that are associated with usage actions that have dynamic values for collections and resource type filter bars?
    • How often were users signed-in when they invoked a certain action?
    • On average how many times are specific actions invoked in a single session?
    The Primo Customized Values Usage subject area contains many fields used to create reports associated with usage actions that have dynamic values for collections and resource type filter bars. Refer to the following sections for more information on each field.
    Primo Customized Values Usage Subject Area1.png
    Primo Customized Values Usage Fields

    Customized Values Usage Table

    The Customized Values Usage table is the fact table that stores information about the actions taken by end users in Primo.
    Customized Values Usage Table2.png
    Customized Values Usage
    The following table lists the fields provided by the Customized Values Usage fact table:
    Action Usage Fact Table
    Field Description
    Actions
    A measurement field that tracks the number of times an action was taken.

    Avg Resp Time

    A measurement field that tracks the average response time for the action taken.

    Customized Value

    A search attribute field that contains the dynamic name of the collection or resource type filter bar.

    Sessions
    A measurement field that tracks the number of sessions in which an action was taken.
    Sessions are counted only one per action. For example, if the user ran two searches in the same session – the session is only counted once.
    Note that if you total the number of sessions in the Actions table, the total is greater than the number of sessions for the same period in the Sessions table – since the same session is counted more than once.
    Signed-in
    A measurement field that tracks the number of times an action was taken from a user who was signed-in.
    On Campus
    A measurement field that tracks the number of times an action was taken from a user who was on campus.
    This field is available with the November 2015 release.
    Primo users are considered on-campus if they are within the defined IP range for the institution. For more details, see Configuring IP Ranges for a Library.
    Primo View
    An attribute field that stores the view in which the action was performed.

    This attribute is available with the July 2015 release. Actions that predate this release do not have this attribute.

    Active Tab
    An attribute field that stores the tab in which the following search actions were performed: basic search, basic search with pre-filters, and advanced search.

    This attribute is available with the November 2015 release. Actions that predate this release do not have this attribute.

    Search Scope Type
    A search attribute field that indicates which type of search scope was used in the search. A search scope type is provided for search and results list actions. For all other actions, the search scope type has a null value.
    The Search scope type has the following values:
    • Local – A search performed on the local repository. For example, it will not include articles from CDI. Some libraries may have a separate tab in Primo that is dedicated to searching the local repository. For example, they may call it University collections.
    • Blended – Any search that includes records from both the local repository and the deep search adaptors (such as CDI). For example, some libraries may have one tab in Primo that is used to search all sources.
    • Remote – Any search that includes MetaLib. The search includes MetaLib and may include any of the following repositories: local and deep search adaptors (such as CDI).
    • CDI/Deep Search – A search that includes only deep search adaptors (such as CDI and EBSCO). For example, some libraries may have a separate tab in Primo called Articles that does not include the local and remote repositories.

    The Search Scope Type has been added in the July 2015 release. Actions that predate the installation of this release do not have this attribute.

    New UI

    A search attribute field that indicates whether the new UI was used in the search. The valid values are Yes or No.

    User Group

    A search attribute field that indicates the user group of the user.

    New UI:

    Reports display the User Group codes that were received from the authentication system, not the mapping table used for the Classic UI. For users who have not signed in, the report displays the Guest user group.

    Classic UI:

    The User Groups for Primo Analytics mapping table defines the user groups that display in the reports. A user's group is determined as follows:

    • If a user has signed in and belongs to a user group, the system will try to map the user group to one of eight user groups defined in the User Groups for Primo Analytics mapping table. If a match is not found, the Not Guest user group is used.

    • If a user has signed in and does not belong to a user group, the Not Guest user group is used.

    • If the user has not signed in, the Guest user group is used.

    For more details, see User Groups for Primo Analytics.

    • This attribute has been added in the May 2016 release. Actions that predate the installation of this release do not have this attribute.

    • User Group values may be affected by browser add-ons and extensions, such as the extension Ghostery in Chrome.

    Referrer
    A search attribute field that contains the referrer information (such as Google Scholar, Yahoo, and Primo), which indicates how users are accessing information from the Primo Front End.
    This attribute has been added in the May 2016 release. Actions that predate the installation of this release do not have this attribute.

    Dates Table

    The Dates dimension table enables you to select different date ranges and formats. The date dimension is used to limit reports to specific date ranges (such as year, month, week, and day).
    SA_All_DatesTable.png
    Dates Dimension Table

    The following table provides an example for each month format. 

    Date Option Example Format
    Year (date), Year, Year (desc) Displays the year: 2017
    Month (date), Month (short desc) Displays the month and year: Mar 2017
    Month (long desc) Displays the full month name and year: March 2017
    Month (number) Displays the month number: 3 (displays for March)
    Week (date), Week (short desc) Displays the month and first day of the week: Mar 13
    Week (long desc) Displays the month, first day of the week, and year: Mar 13, 2017
    Date Displays the date of occurrence: Mar 15
    Date (short desc) Displays the day and date of occurrence: Wed, Mar 15
    Date (long desc) Displays the day, date, and year of occurrence: Wed, Mar 15, 2017
    DOW (number) Displays the number of the week on which the event occurred: 4 (displays for Wednesday)
    Date Filter Displays information based on the following time periods:
    • Older than 30 days
    • Older than 60 days
    • Older than 90 days
    • Previous complete 24 months
    • Previous complete 2 years
    • Previous year
    • Two years ago
    Dates - Week Enables you to drill-down based on the following hierarchy: All Dates, Year, Week (long desc), and Date (long desc).
    Dates - Month Enables you to drill-down based on the following hierarchy: All Dates, Year, Month (date), and Date (long desc).

    Action Types Table

    The Action Types table is a dimension table with several attributes.
    Primo Action Types Table3.png
    Action Types Dimensions Table
    The following table lists the attributes contained in the Action Types dimension table.
    Action Types
    Field Description
    Action Group
    An attribute field that divides actions into groups.
    See Action Attributes by Group and Subgroup for list of Actions groups.
    Action Sub Group
    An attribute field that divides actions into subgroups.
    See Action Attributes by Group and Subgroup for list of Action subgroups.
    Action
    An attribute field for the type of action.
    See Action Attributes by Group and Subgroup for a list of actions.
    Actions
    A hierarchical attribute field in which actions are organized into groups and subgroups.

    Action Attribute Groups

    The Action attributes are categorized by group and subgroup. The tables below list the hierarchical attributes by the following action groups: Document and Collection Discovery.

    Document Group

    The following table lists the Discovery actions by subgroup:
    Action Attributes for Document Group
    Subgroup Action Description

    Link

    Link to HTML fulltext using CDI Quicklink

    The user selected a CDI Quicklink to the HTML version of the full text from a specific provider.

    Filters Bar

    Clicking on a resource type filter bar - <name of filter 1-11>

    The user selected a specific filter from the Resource Type Filter Bar.

    Collection Discovery Group

    The following table lists the Collection Discovery actions by subgroup:
    Action Attributes for Collection Discovery Group
    Subgroup Action Description

    Collection Discovery

    Display a collection - <collection's name>

    User selected a specific collection in Collection Discovery.

    Add collection to favorites - <Collection's Name>

    User added a specific collection to My Favorites.

    Link to Collection from Results List - <Collection's Name>

    User linked to a specific collection from the results list.

    Link to Collection path from full display - <Collection's Name>

    User linked to a specific collection from a record's full details.

    Link to PDF fulltext using CDI Quicklink

    The user selected a CDI Quicklink to the PDF version of the full text from a specific provider.

    Search in a collection or sub collection - <Collection's Name>

    User searched within a specific collection/sub-collection in Collection Discovery.

    Institutions Table

    The Institutions dimension table is a fact table that stores information about the institution from which the data was collected.
    SA_All_InstitutionsTable.png
    Institutions Dimension Table

    The following table lists the fields provided by the Institutions fact table. 

    Field Description

    Primo Institution Code

    The institution's code.

    Institution Name

    The institution's name.

    Data Available As Of

    The date (UTC time zone) on which data became available.

    Data Updated As Of

    The date (UTC time zone) on which the data was last updated.

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