Related product Collections Management

Alma Analytics Training and Resources for Collection Development

The CARLI Collection Management Committee gathered the resources found on this page with the intention to share with the CARLI membership training resources on how to use Alma Analytics to better inform collection development decisions.

Created May 2020

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Introduction to Alma Analytics from Ex Libris. Video, 18 minutes.

Analytics Overview - Training Script from Harvard University - Library Technology Services. Complete training script for an Analytics Overview class shared by Harvard University.

Reports and Dashboards from Ex Libris. Video, 20-23 minutes. Learn how to run out-of-the-box reports, edit and create reports, and configure My Dashboard.

Analytics User Statistics from Ex Libris. Video, 8 minutes. You can create Analytics reports with statistics relating to library patrons. This video details the configurations needed to allow such reports, specifically, how to create categories that can be assigned to users and then used for reporting.

Creating Analytics Objects from Ex Libris. Video, 5 minutes. Learn how Analytics are displayed in Alma and sent to users via scheduled emails, and how you can create the different Analytics Objects (widgets, reports, dashboards) which allow for these displays.

Alma Analytics - Lesson 1: Introducing Out-of-the-Box Searches from California State University. Video, ~3 minutes. Transcript with pictures. An introduction to built-in reports in Alma Analytics.

Out-of-the-Box Reports from Ex Libris. This is the list of out-of-the-box reports available in Alma Analytics with descriptions of what they do.

New Alma Analytics Subject Areas from Yoel Kortick, Ex Libris. ELUNA 2018. PowerPoint slides. Overview of new subject areas for Alma Analytics reports.

Running Out-of-the-Box Reports from Ex Libris. This help guide shows you how to run a pre-made Alma out-of-the-box report.

Comparative Collection Analysis from Yoel Kortick, Ex Libris, ELUNA 2018. PowerPoint slides. Overview of Comparative Collection Analysis  in order to assess a collection relative to a set of peer institutions.

Creating Sets, Running and Monitoring Jobs from Ex Libris. Video, 17 minutes. Shows how to create a collection of records in Alma and run jobs that can use those sets of records to make changes in Alma.

Creating Sets and Running Jobs from CARLI. Video, ~90 minutes. Shows how to create a collection of records in Alma and run jobs that can use those sets of records to make changes in Alma.

Analytics and Your Neighbors: Comparative Approaches from Yoel Kortick, Ex Libris, ELUNA 2017. PowePoint slides. Comparison of Benchmark Analytics (breadth) and Comparative Collection Analysis (depth).

Using Alma for Data Review: Inventory Model, Searching and Alma Analytics from CARLI. Video, ~108 minutes. Shows how to look up items, create sets, open out of the box reports in analytics, editing the criteria filters for a report, modify the layout of report results, add details to a report, export a report, and creating your own report.

Alma Product Update from Asaf Kline, Ex Libris, ELUNA 2017. PowerPoint slides. Includes a brief overview of Benchmark Analytics and Comparative Collection Analysis.

Loans by Library from California State University. Creating loan reports across all collections including ILL loan reports.

Alma Analytics and Evidence Based Decision Making from Yoel Kortick, Ex Libris. 2019 Presentation. PowerPoint slides. This presentation shows how to gather usage statistics to inform weeding and includes both most used physical items statistics and usage of electronic resources statistics for collection development.

Analytics - Usage and Cost Per Use from Ex Libris. Many presentations and documentation. This links to a collection of presentations and documentation on how to use Alma Analytics to gather usage and cost per use statistics.

Cost per Use in the Alma Analytics E-Inventory subject area from Yoel Kortick, Ex Libris, ELUNA 2019. PowerPoint slides. Describes the "Cost Per Use" that has been added as an integral part of the E-Inventory subject area within Alma Analytics.

Physical Item Usage for Weeding ELUNA 2019 Presentation from Yoel Kortick, Ex Libris, ELUNA 2019. PowerPoint slides. These are slides from the ELUNA 2019 conference that explains how to use Analytics to obtain Physical Item Usage statistics for weeding.

Circulation Statistics, Part 1 from University of Minnesota. Video, ~4 minutes. Video tutorial showing how to formulate total circulation for an item including in-house loans.

Circulation Statistics, Part 2 from University of Minnesota. Video, ~4 minutes. Continuation of Circulation Statistics, Part 1 - total circulation video tutorial.

Using Alma Analytics to answer the IPEDS from Dana Mannino from Spokane Community College Library. ELUNA 2018. Handout. Handout that details filling out IPEDS using Alma analytics.

Managing COUNTER Reports in Alma from Andrew French, Ex Libris (originally created by Vlad Buldyrev and Yaala Ariel-Jones), ELUNA 2017. PowerPoint Slides. Introduction on how to manage COUNTER 4 compliant usage data in Alma.

Using Alma Analytics to Facilitate the Library Weeding Project Presentation from Li Chen and Jason Penwell from Kennesaw State University Library System. PowerPoint Slides. This presentation shows which Alma Analytics reports Kennesaw State University used to inform their weeding project. The presentation includes screenshots of each report created and a list of fields used to create these reports.

Physical Item Usage for Weeding ELUNA 2019 Presentation from Yoel Kortick, Ex Libris, ELUNA 2019. PowerPoint slides. blurb

Using Alma Analytics to perform overlap analysis from Yoel Kortick, Ex Libris. 2019 Presentation. PowerPoint slides. This are slides from a presentation by Ex Libris on how to Use Alma Analytics to perform overlap analyisis for weeding.

Using Alma Analytics to Perform Overlap Analysis of Physical and Electronic Inventory from Yoel Kortick, Ex Libris, ELUNA 2019. PowerPoint slides. Describes how to conduct title level overlap analysis.

Creating Alma Analytics - Training Script from Harvard University - Library Technology Services. Complete training script for creating and modifying existing Analytic reports shared by Harvard University.

Common Analytics Procedures from Ex Libris. This help guide explains how to format various aspects of your report to make it more readible and professional. Formatting examples include adding a logo, specifying the number of decimal places, adding subtotals, combining reports, etc.

Creating Sets In Alma from Alma Analytics Reports from Yoel Kortick, Ex Libris, ELUNA 2018. PowerPoint slides. How to create sets in Alma directly from Analytics reports without having to use Excel as an intermediary step.

Modify Canned Report: Electronic Inventory from Ex Libris. Video, 17 minutes. This video shows how to modify 3 canned reports about electronic inventory: Portfolio List, Top 10 Classifications, and Packages.

Managing COUNTER Reports in Alma from Andrew French, Ex Libris (originally created by Vlad Buldyrev and Yaala Ariel-Jones), ELUNA 2017. PowerPoint Slides. Introduction on how to manage COUNTER 4 compliant usage data in Alma.

Providing Reports to Other Users from Ex Libris. Video, 10-12 minutes. This video tutorial shows you how to share reports and dashboards with others via widgets and scheduled reports and then creating a set in Alma from the results of a report.

Scheduling and Subscribing to Alma Analytics Reports from Ex Libris. Learn how to schedule an analytics report and then send it either via email or to a Alma home page widget.

How do non-Alma users subscribe to Alma Analytics Reports? from Ex Libris. This documentation shows how to share reports with people outside of Alma.

Alma Analytics - Lession 6: Widgets from California State University. Video, ~3.5 minutes. Transcript with pictures. Video tutorial on how to create widgets in Alma analytics.

Managing Widgets from Ex Libris. Learn how to add widget to your Alma home page that can support collection development. For example, you can add a  widget that displays Analytics or Top Trending Books.

Configuring Widgets from Ex Libris. blurb

Alma Analytics Training Series Videos from California State University. Each has transcripts with pictures found in the text below the video on YouTube. Series of training video created by Lisa Bartle, California State University System.

Alma Analytics from the University of Minnesota. Combination of documentation, videos, tips and tricks from the University of Minnesota Libraries.

Analytics and Reporting from Harvard University - Library Technology Services. Harvard's Wiki on Alma Analytics and Reporting.

Introduction to Alma Analytics Terminology and Online Help from Ex Libris. This is documentation provided by Ex Libris on the following subject areas: Introduction to Analytics and Terminology, Scheduling and Subscribing to Alma Analytics Reports, Common Analytics Procedures, Out-of-the-Box Reports, Industry Standards Reports, Shared Dimensions, and Alma Analytics Subject Areas. Also has a PDF version.

GALILEO Interconnected Libraries Alma Documentation/Training Site from University System of Georgia. Alma Analytics information from a consortia.

Check Availability and Pricing from Yoel Kortick, Ex Libris, ELUNA 2018. PowerPoint Slides. How to check availability of an item and compare vendor pricing in Alma.