Revised: September 30, 2025
Analytics Training Resources
Ex Libris Training
2024 Alma Analytics: Become an Expert Register for 2024 sessions, September-November 2024
2023 Alma Analytics: Become an Expert recordings (YouTube playlist)
CARLI Training
How-To: Getting Started with Analytics
Alma Analytics Training and Resources for Collection Development
Primo VE Analytics 101 - An introduction to accessing Primo VE analytics and an overview of some of the out-of-the-box reports you can run.
Alma Analytics Dashboards: Webinar presented by the CARLI Resource Sharing Committee, 4/30/2021
Alma Analytics for IPEDS and ACRL: Webinar presented by the CARLI Resources Sharing Committee, 2/18/2022
Alma Analytics Part II: Webinar presented by the CARLI Electronic Resources Management Committee, 2/16/2023
Other Training Resources
"Beyond Out-of-the-box Reports" by Tricia Clayton, Georgia State University, 2018
Analytics Data Standards
Ex Libris Data Standards
List of Alma Analytics Subject Areas
List of Primo VE Analytics Subject Areas
I-Share Common Data Standards
I-Share-assigned Reporting Fields Local Parameters for Bibliographic Details, Holding Details, and User Identifiers
Alma Anonymization of User Fulfillment Data
Alma Anonymization of User Fulfillment Data
Assigning Roles and Permissions for Alma Analytics
Analytics How-Tos
How-To: Show My User Roles Report and Widget
How-To: Identifying Fulfillment Transactions (WIP)
How-To: Reporting on Graduating Students
How-To: Use MarcEdit to Report on Bibliographic Fields Excluded from Analytics
Documentation about Analytics Reports run by CARLI staff
I-Share Annual Statistics: Consortial
I-Share Annual Statistics: Individual Institution
Lost Items Found Yesterday report
User Loan Counts at Other I-Share Libraries report
Users with Fines at Other I-Share Libraries report
Shared Analytics Reports that your institution can run
Be sure to copy the report definition to your own folder or your institution's shared folder before you run or modify the analysis in any way.
Ex Libris' list of Out-of-the-Box Reports
- Out of the Box reports may be located by browsing your Analytics Catalog into Shared Folders > Alma, then select the subfolder for the report.
I-Share Statistics: Automated Fulfillment Network (Under reconstruction)
I-Share Statistics: Circulation and Local Fulfillment
I-Share Statistics: Collections, Physical and Electronic
Reports-Related Special Topics
Let's Talk About Fulfillment: 2024-2025 Series on Reports in use within CARLI Libraries