Analytics

Alma Analytics training resources

“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.

  2. 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 and Webinars on Alma Analytics

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

  1. Introduction to Analytics 
  2. Reports and Dashboards 
  3. Providing Reports to Other Users 
  4. Customize Default Reports 

Alma Analytics: Become an Expert - Ex Libris Knowledge Center  - The first three webinars are for those new to Analytics. The next five are for intermediate to advanced users of Analytics.

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.”

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 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  (SharePoint link only accessible by CSU Libraries) folder of the Analytics subcommittee.