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    Primo Action Usage

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    Introduction

    Using the Primo Action 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 (such as basic versus advanced searches)?
    • 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 Action Usage subject area contains many fields used to create reports associated with usage. Refer to the following sections for more information on each field.
    Primo Action Usage Fields

    Action Usage

    The Action Usage table is the fact table that stores information about the actions taken by end users in Primo.
    Action Usage
    The following table lists the fields provided by the Action Usage fact table:
    Action Usage Fact Table
    Field Description
    Actions
    A measurement field that tracks the number of times an action was taken.
    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 will be counted only once.
    Note that if you total the number of sessions in the Actions table it will be greater than the number of sessions for the same period in the Sessions table – since the same session will be 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.
    First Page Results - Primo
    A measurement field that tracks the average percentage of local Primo records that display on the first page of search results.
    This field is available with the November 2015 release.
    First Page Results - CDI
    A measurement field that tracks the average percentage of CDI records that display on the first page of search results.
    This field is available with the November 2015 release.
    First Page Results - EBSCO
    A measurement field that tracks the average percentage of EBSCO records that display on the first page of search results (using the EBSCO deep search adaptor).
    This field is available with the November 2015 release.
    First Page Results - WorldCat
    A measurement field that tracks the average percentage of WorldCat records that display on the first page of search results (using the WorldCat deep search adaptor).
    This field is available with the November 2015 release.
    First Page Results - Other
    A measurement field that tracks the average percentage of records from other sources (such as locally-defined deep search adaptors or MetaLib) that display on the first page of search results.
    This field is available with the November 2015 release.
    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 will not have this attribute.

    Active Tab
    An attribute field that stores the tab in which the action was performed.

    This attribute is available with the November 2015 release. Actions that predate this release will 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 will have 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 will include 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 will 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 will display the User Group codes that are received from the authentication system, not the mapping table used for the Classic UI. For users who have not signed in, the report will display 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 will not have this attribute.

    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 will not have this attribute.

    Dates

    The Dates dimension table allows 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).
    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 Allows you to drill-down based on the following hierarchy: All Dates, Year, Week (long desc), and Date (long desc).
    Dates - Week Allows you to drill-down based on the following hierarchy: All Dates, Year, Month (date), and Date (long desc).

     

    Action Types

    The Action Types table is a dimension table with several attributes.
    Action Types Dimensions Table
    The following table lists the attributes contained 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.
    The following table lists the hierarchical attributes of each action group:
    Action Attributes by Group and Subgroup
    Subgroup Action Description
    Document: This group includes all actions taken on a specific PNX record.
    Actions
    Permalink, Remove from eShelf, RefWorks, Delicious, eMail, Excel export, Print, EndNote Web, RIS Export, Citation, EasyBib, Mendeley sendTo options
    Users invoked one of the actions from the Actions menu.

    Citation Style

    Citation Style 1, Citation Style 2, ..., and Citation Style 20

    The user selected the citation style at position 1 through 20.

    External Link

    Deep Link

    Users accessed a record full display using a Deep link (for example, from an email).

    Get It

    GetIt Link 1, GetIt Link 2
    Users invoked either the Get It 1 or Get It2 tab.

    General

    Click on title
    Users clicked a title in the brief results.
    Click on Icon
    Users clicked a thumbnail/icon in the brief results.

    Click on availability statement

    Users clicked on availability statement in the brief results.

    Click on filter

    A Primo VE user has filtered the list of special digital representations in View It.

    Display versions

    Users invoked a link to display all versions for either a Primo Central or local record.

    Display FRBR versions

    Beginning with the July 2015 release, the system distinguishes between clicking links to FRBR groups for local scopes.

    Display Primo Central versions
    Beginning with the July 2015 release, the system distinguishes between clicking links to FRBR groups for remote and blended scopes (such as a scope that includes your local catalog and Primo Central).
    Display full record
    Users invoked the option to open a record in the full page.

    Display more institutions

    Users selected More Institutions.

    Full record display

    In the classic UI only, users opened the record's full display.

    Go to Search

    Users invoked the option to return to library search from My Library Card (new UI).

    Online services from other campuses or libraries

    (Primo VE only) Users invoked online services from other campuses or libraries.

    Online services from other institutions

    (Primo VE only) Users invoked online services from other institutions.

    Previous Result

    Users selected the previous link in the search results via the Full Display page.

    Next Result

    Users selected the next link in the search results via the Full Display page.

    Lateral Linking
    Lateral Linking - <field>
    Users invoke a lateral link from the Details tab (Author, Subject, Ispartof, Relation, Unititle, or local field). For example: Lateral Linking - Local Field 30.
    Link
    Link to review, Link to request, Link to Finding aid, Native interface, Additional link, Link to times cited, Link to TOC, Link to abstract, Union catalog, openURL, Local link xx, Link to price, Link to source, openURL FT, and Link to Leganto from course information.
    Users invoked one of the links in the Details tab. Local links are indicated by Local link and the link number.

    Navigation menu

    Services Menu

    Users invoked one of the Service menu links on the Full Display page.

    Primo_ServiceMenuLinks.png

    PNXs

    PNXs

     

    Reference Entry

    Reference Entry - Full text

    Reference Entry - View More

    Users selected actions associated with a short topic overview that displayed above the results.

    Related Items

    Display Related items - Other chapters of same book

    Display Related items - Book chapters

    Display Related items - Book reviews

    Users clicked links to access a book's related items.

    Tab
    Reviews tab, Virtual browse tab, Details tab, Recommendations tab, Times cited tab, Locations tab
    Users invoked a record tab. Note that the delivery tabs (View Online/View It and Request/Get It) are included in a separate group.
    Tags & Reviews
    Add review, Add tag, delete tag
    Users added a review or a tag or deleted a tag.

    Users

    Users

     
    eShelf
    Save to eShelf
    Users added a record to the e-Shelf.
    Save to eShelf (Web Service)
    Users added a record to the e-Shelf using a Web service.
    Save to eShelf
    (X-Service)
    Users added a record to the e-Shelf using an X service.
    Exploration: This group includes all actions related to clicking citation trails, resource recommendations, and bX recommendations.

    Citation Trail

    Display Citations from citation trail

    Display Citations from results list

    Display Cited By from citation trail

    Display Cited By from results list

    User clicked citation.

    Featured Results

    Click Next in Featured Results

    Click Previous in Featured Results

    Click on Record from Featured Results

    Display All Results from Featured Results

    Users selected actions in Featured Results.

    More from the same

     

     

     

     

     

    Navigate to More From the Same

    User selected the More from the same <type> tab, where the valid types are Collection and Course.

    Click on record from More From the Same

    User selected a record from the explore bar.

    Click Previous in More From The Same

    User selected the Previous arrow from More from the same bar.

    Click Next in More From The Same

    User selected the Next arrow on the More from the same bar.

    Go to Collection on Discovery from More From the Same

    User selected a title of a collection on the More from the same bar.

    Go to Leganto from More from the Same Course

    User selected a course link that navigated to Leganto.

    Resource Recommender

    Click on recommended resource

    Click on recommended resource - library information

    Click on recommended resource - custom 1

    Click on recommended resource - custom 2

    Click on recommended resource - custom 3

    Click on recommended resource - database

    Click on recommended resource - library guide

    Click on recommended resource - person

    Click on recommended resource - website

    User selected a recommendation.

    Click on See all suggested resources

    User selected See all suggested resources.

    Resource recommender appeared

    A search returned a resource recommendation.

    Virtual Browse

    Click Next in Virtual Browse

    Click Previous in Virtual Browse

    Navigate to Virtual Browse

    Users selected actions in Virtual Browse.

    bX

    Click on bX recommendation

    User clicked bX recommendation.

    General: This group includes miscellaneous actions.

    General

    Change language

    Users changed their language.

    Change personalized ranking

    Users changed their personalized ranking.

    Change personalized results

    Users changed their personalized results.

    Citation linker
    Users invoked the Citation Linker option.

    Link to record from blank Purchase Request

    (Primo VE only) Users selected a link to record from a blank Purchase Request Form.

    Disable personalized results

    Users disabled their personalized results.

    Enable personalized results

    Users enabled their personalized results.

    Find database
    Users invoked the Find Database option (MetaLib).

    Go to Journal A-Z List

    Users invoked the Journal A-Z List (SFX). Data for this action is available starting with the November 2015 release.

    The use of the Alma A-Z List is recorded as a search action.

    Go to Newspaper Search from Main Menu

    Users accessed Newspaper Search from the Main Menu.

    Go to Newspaper Search from Results List

    Users accessed Newspaper Search from the Results List.

    Go to Search History

    Users accessed their search history.

    Go to eShelf
    Users accessed the e-Shelf. Data for this action is available starting with the November 2015 release.
    Help
    Users clicked the Help link. Data for this action is available starting with the November 2015 release.

    Main Menu link 1–Main Menu link 10

    Users clicked specific Main Menu link position. 10 positions are supported.

    Remove personalized results profile

    Users removed their Personalized Results Profiles. Data for this action is available starting with the July 2015 release.
    Sign-in
    Sign-out
    Users signed in/signed out.
    My Account

    Add Label in eShelf

    A label was added in the e-shelf.

    Blocks and Messages

    Users accessed the Blocks and Messages page in My Account. Data for this action is available starting with the November 2015 release.

    Cancel Request

    Users performed cancel actions from My Account.

    Fines and Fees

    Users accessed the Fines and Fees list in My Account. Data for this action is available starting with the November 2015 release.

    Go to My Account
    Users accessed My Account. Data for this action is available starting with the November 2015 release.
    Go to My Account (Deep Link)

    Users accessed My Account using a deep link. Data for this action is available starting with the November 2015 release.

    Loans

    Users accessed the Loans list in My Account. Data for this action is available starting with the November 2015 release.

    Because the Loans list opens by default when accessing My Account, this action is tracked only when users access the Loans list directly.

    My Library

    Users accessed My Library.

    For OPAC via Link environments, users accessed the Library Card in My Account. Data for this action is available starting with the November 2015 release.

    Because the Library Card opens by default when accessing My Account, this action is tracked only when users access the Library Card directly.

    My Library Card

    Users accessed My Library Card.

    Overview

    Users accessed the Overview page in My Library Card (new UI).

    Personal Settings

    Users accessed the Personal Settings page in My Account. Data for this action is available starting with the November 2015 release.

    Remove Label in eShelf

    A label was removed from the e-shelf.

    Renew Loans

    Users performed renew actions from My Account.

    Requests

    Users accessed the Requests list in My Account. Data for this action is available starting with the November 2015 release.

    Set alert

    An alert was set for a saved search in My Favorites.

    Unset alert

    An alert was cleared for a saved search in My Favorites.

    Sort eShelf by author

    Users sorted their eShelf by author.

    Sort eShelf by date

    Users sorted their eShelf by date.

    Sort eShelf by title

    Users sorted their eShelf by title.

    Results List: This group includes all actions taken on the results list.

    Featured Results

    Display more results

    Display record

    Users invoked option on the results list.

    General

    Expand CDI Results (Checked)
    Users invoked the Expand beyond library collections option.
    Data for this action is available starting with the November 2015 release.
    Expand CDI Results (Unchecked)
    Users disabled the Expand beyond library collections option.
    Facet filtering
    Users invoked a facet. For more information on facets, see Primo Facet Usage.

    Facet set as persistent - Exclude

    Users set an exclude persistent facet.

    Facet set as persistent - Include

    Users set an include persistent facet.

    Next page
    Users displayed new page in the results list (including using the “Next” option or page number)
    Previous page
    Users displayed a previous page by clicking on the Previous option.
    RSS subscription
    Users requested an RSS subscription

    Remember All Filters

    Users selected the Remember all filters option.

    Remove Facet filtering
    Users removed facet filtering – every facet removed is counted. This action starts tracking from the July 15 release. Previously, it was tracked as selection of a facet.

    Save page to eShelf

    Users saved page to their e-Shelf.

    Suggested Search - Author/Subject

    Users clicked suggested search.

    This action is tracked from the July 15 release. Previously, searches that were run with Suggested Search were counted as a regular search.

    bX hot articles
    Users displayed bX Hot Articles.

    Records Bulk

    Add bulk of records to favorites

    Bulk removal is not tracked.

    Selected Add to favorites for bulk of records (from the top action bar).

    Export bulk of records to Bibtex

    User exported bulk of records to Bibtex.

    Export bulk of records to RIS

    User exported bulk of records to RIS.

    Select a single record

    User selected a single record.

    Select displayed records

    User selected the top checkbox to select all displayed records.

    Select top records

    User selected choose top <max> results.

    Send bulk of records to Mendeley

    User sent bulk of records to Mendeley.

    Send bulk of records to Reading List

    User sent bulk of records to Reading List.

    Send bulk of records to Refworks

    User sent bulk of records to Refworks.

    Send bulk of records to Endnote

    User sent bulk of records to Endnote.

    Send bulk of records to Easybib

    User sent bulk of records to Easybib.

    Send bulk of records to Print

    User sent bulk of records to Print.

    Send bulk of records to Email

    User sent bulk of records to Email.

    Send bulk of records to Excel

    User has exported results to Excel using the bulk file selection method.

    Unselect all records

    User cleared all records.

    Unselect a single record

    User cleared a single record.

    Sort

    Sort by title

    Sort by author

    Sort by date

    Sort by rank

    Sort by popularity

    Sort by local

    Users invoked a sort option.

    Search: This group includes all search related actions:
    Browse
    Browse page
    Users invoked the Browse option.
    Browse authors, Browse subjects, Browse titles, Browse generic call numbers, Browse Dewey call numbers, Browse LC call numbers , Browse SUDOC call numbers, Browse NLM call numbers
    A browse search on a specific type of browse list.
    Browse related records
    User selected an entry in a Browse list to display linked records.

    Database search

    Click on a category

    Click on the AZ list

    Database Search

    Expanding a category

    Users performed an action related to Database Search.

    Search
    AZ list
    A search invoked from an e-Journal A to Z list (Alma).
    Advanced search
    A search invoked from the Advanced search box.
    Basic search
    Basic search with pre-filter
    A search invoked from the Basic search box.

    Newspaper search

    A search invoked from the Newspaper Search page.

    Suggested search

    Users invoked a suggested search. No longer used. See Results List > General > Suggested Search - Author/Subject.
    Search history
    Session Query
    User invoked a search from saved queries from the session.
    This action is counted from the July 15 release and previously was counted as a regular search.
    Saved Query
    User invoked a search from saved queries.
    This action is counted from the July 15 release and previously was counted as a regular search.

    Voice Search

    Change voice Language

    User changed the voice-detection language.

    Voice Search

    Voice search was invoked.

    Voice Search - didn’t get it

    User input was not detected in the first attempt.

    Voice Search - Didn’t get it, please check your mic

    User input was not detected in the second attempt. Please check your microphone.

    Voice Search - exit

    User selected X to abort the voice request.

    Collection Discovery: This group includes all Collection Discovery actions:

    Linking to Collection Discovery

    Link to Collection from Results List

    User linked to a collection from the Brief Results page.

    Link to Collection path from full display

    User linked to a collection path from a record's Full Display page.

    Link to Collection Discovery

    User linked to Collection Discovery.

    Collection Discovery

    Add collection to favorites

    User added a collection to My Favorites.

    Add items to favorites

    User added a collection's items to My Favorites.

    Change view to gallery

    User changed the layout to gallery.

    Change view to grid

    User changed the layout to grid.

    Display a collection

    User displayed a collection.

    Display an item

    User displayed an item from a collection.

    Sort items by author

    User sorted items by author.

    Sort items by date

    User sorted items by date.

    Sort items by relevance

    User sorted items by relevance.

    Sort items by title

    User sorted items by title.

    Institutions

    The Institutions table is a dimension table with the following attributes: Primo Institution Code and Institution Name.
    Institutions Dimensions Table
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