Analytics

Analytics training resources

(in progress 4/29/25; copy SharePoint draft)

“Alma includes advanced data analytics, Alma Analytics, based on a worldwide leading Business Intelligence platform: Oracle Business Intelligence Enterprise Edition (OBIEE). Alma Analytics is fully integrated into Alma and transparent to the end user.” from General FAQs - Ex Libris Knowledge Center   

Accessing Alma Analytics 

Every Alma user can “access the Shared with Me page where you can view the reports created by your institution that were shared with you.” For other menu options available under the Analytics link from the Main Menu, refer to Navigating Analytics - Ex Libris Knowledge Center.  “The options that appear depend on your user roles.” Refer to Designs Analytics Roles - Ex Libris Knowledge Center  to see which roles in Alma allows you to perform which tasks in Alma analytics. 

If you have one of the Design Analytics roles, you will most likely see 4 options from the Create Analysis section as shown below. To access Alma Analytics with a Design Analytics role, follow the steps below. 

  1. From the Main Menu in Alma, click on the Analytics icon. 

  1. Click on the Access Analytics link under the Create Analysis section. 

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Product Documentation on Alma Analytics 

“Data in Analytics is organized into subject areas such as Funds Expenditure, Fulfillment, Users, Fines and Fees, and Physical Items.” Refer to Alma Analytics Subject Areas - Ex Libris Knowledge Center  to view a full list of subject areas and data available in each subject area. 

For information on “how to perform basic activities such as building, formatting, and customizing reports and how to provide reports to others,” refer to the Basics of Working with Analytics . 

For information on intermediate and advanced topics, refer to Common Analytics Procedures - Ex Libris Knowledge Center  and Presentations and Documents - Analytics - Ex Libris Knowledge Center  

For a full list of production documentation on Alma Analytics, refer to Alma >> Product Documentation >> Alma Online Help >> Analytics - Ex Libris Knowledge Center  

Training Material & Webinars on Alma Analytics 

Alma >> Training > Analytics - Ex Libris Knowledge Center  - The pages lists 4 modules with introductory level training material: 

Introduction to Analytics  

Reports and Dashboards  

Providing Reports to Other Users  

Customize Default Reports  

Alma Analytics: Become an Expert - Ex Libris Knowledge Center  - The first 3 webinars are for beginners. The next 5 are for intermediate to advanced users. 

Analytics - Alma - LibGuides at Ex Libris  

Data Visualization 

Data Visualization - An Introduction to Data Visualization (DV) - Ex Libris Developer Network  

OAS (Oracle Analytics Server) and DV (Data Visualization) - Ex Libris Knowledge Center  

Tag: DATA-VISUALIZATION(DV in Tech Blog - Ex Libris Developer Network  

Data Visualization section in Presentations and Documents - Analytics - Ex Libris Knowledge Center  

Oracle 

“For a thorough description of all the activities available in Analytics, select Help to view the online help and Oracle documentation.” (Introduction to Analytics and Terminology - Ex Libris Knowledge Center)  

From Alma analytics, click on the question mark icon on the top right corner to view Oracle documentation. 

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From the Data Visualization module, click on the H icon and then Help from the dropdown menu to view Oracle documentation. 

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ULMS Assessment & Analytics Committee Open Forums 

The goal of the presentations and discussions held at the open forums of the ULMS Assessment & Analytics committee is to share knowledge and help train each other. Various topics have been covered at these open forums. Refer to the open forum notes found in the Open Forums  folder of the Analytics subcommittee.