1. Analytics for Gathering Circulation Data Alliance Summer Meeting - July 2014

2. Today’s Agenda ● Recent New Features ● Pacific University Reports ● Willamette University Reports ● Issues with Analytics

3. New Features Can now Design Analytics in Chrome & IE Export to Excel 2007 Fixed Headers - Scrolling Include Fields by Default New View Options and Graph Types Search Filters Improved Show Row Grand Total

4. Expert Session: New Features https://exlibris.webex.com/exlibris/ldr.php?R CID=91fd5173dc4c8c3b8fc80be9bb10058a

5. Pacific University Reports Megan’s live demonstration.

6. WU Reports 1.Hatfield Missing Items: a. A weekly report emailed to circulation staff with items with a status of missing.

7. Set Conditions and Fields:

8. Add as an Analytics Object

9. Analytics Objects List: 1.Scheduled Dashboard 2.Scheduled Report 3.Dashboard 4.Report 5.Widget

10. Analytic Object:

11. Subscribe: Analytics Report

12. Report: Missing Items

13. WU Reports 2.Courtesy Report: a. A daily report emailed to circulation staff with items that will be receiving a Courtesy Notice the next day

14. Set Conditions and Fields:

15. Subscribe to the Report:

16. Courtesy Notices Report

17. Dashboard Widgets

18. Queries for Reports Query: Filter on Column "Due Date"."Date Key" >= TIMESTAMPADD(SQL_TSI_DAY, -2, CURRENT_DATE) AND "Due Date"."Date Key" <= TIMESTAMPADD(SQL_TSI_DAY, -0, CURRENT_DATE) AND Loan Status is equal to / is in Active AND Library Name is equal to / is in MOH Query: Library Name is equal to / is in MOH AND Filter on Column "Loan Date"."Date Key" > TIMESTAMPADD(SQL_TSI_DAY, -4, CURRENT_DATE)

19. Default User Group Report

20. Default Users

21. Live Report Creation Real world request: I need all checkouts for a particular publisher. Such as the “Oregon Law Institute”.

22. Two Big Issues with Analytics 1.For In-House loans, Analytics doesn’t pull any bibliographic information, not even the MMS ID. 2.Right now statistical categories in the patron record can not be combined with fulfillment data.

23. Thanks! Questions/Comments Email: bkelm@willamette.edu