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Using the “Available For” Group Settings

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Presentation on theme: "Using the “Available For” Group Settings"— Presentation transcript:

1 Using the “Available For” Group Settings
in the Usage Data Subject Area Yoel Kortick Senior Librarian

2 The "Available For" group setting and Analytics usage data
Introduction The "Available For" group setting and Analytics usage data Using the “Subscriber” for "Group Settings" information The Alma Analytics reports Summary

3 Introduction This presentation will explain how to combine the following two elements into one Alma Analytics report: The “Available for” “Group Settings” information The Usage Data from the COUNTER reports

4 Introduction The “Group Settings” defined in Alma allow the institution to define “Inventory Network Groups”. These might be a set of libraries, campuses, or (in the case of a consortium) institutions that have access to certain portfolios or electronic collections. For example, if a library purchases electronic resources and wants them to only be available for one specific library or at one specific campus, then the resources can be defined to be “available for” a specific group that contains only that library or group of libraries.

5 Introduction Here are sample inventory 'Available For' management groups

6 Introduction The campus called “Dunedin” then includes certain libraries and may also be restricted by IP

7 Introduction Here is a sample portfolio search showing the electronic resources and what groups they are available for

8 Introduction For more information about the Inventory Network Groups and the “Available For” functionality see: The presentation “E Resources - Group Settings for Electronic Resources.pptx” at The On Line Help at “Resource Management > Configuring_Inventory Management_Groups”

9 The "Available For" group setting and Analytics usage data
Introduction The "Available For" group setting and Analytics usage data Using the “Subscriber” for "Group Settings" information The Alma Analytics reports Summary

10 The "Available For" group setting and Analytics usage data
The Analytics usage data comes from COUNTER reports. For full details regarding COUNTER reports and the usage data subject area see these presentations: Analytics - Overview of Usage Data subject area.pptx Acquisitions - COUNTER report harvesting and uploading in Alma.pptx at See also the On Line Help at “Analytics > Usage Data”

11 The "Available For" group setting and Analytics usage data
The COUNTER report does not contain data about IPs which accessed the resource, or the name of a specific library or campus which accessed the resource. It contains the name of the resource, the usage measures and the date period of the usage. It is a world-wide standard which is uniform for all systems which ingest COUNTER reports.

12 The "Available For" group setting and Analytics usage data
When the vendor supplies the COUNTER report there is no indication of the “group settings” as defined in Alma.   The vendor has no knowledge of the Alma group setting.   COUNTER uses standards and the “group setting” is not one.  On the next slides we will see a real actual COUNTER report for type JR1 (a type of COUNTER report) for The American Chemical Society

13 The "Available For" group setting and Analytics usage data
While the vendor does supply in the file additional information such as the ISSN, publisher, platform and data type, it does not supply the “group settings”.  As a result typically when the file is uploaded to Alma there is no way to “know” what it is. More specifically, there is no way to know which group settings was “utilized” when the resource was accessed.

14 The "Available For" group setting and Analytics usage data
COUNTER report sample (part 1) The dates of the usage

15 The "Available For" group setting and Analytics usage data
COUNTER report sample (part 2) The amounts of the usage

16 The "Available For" group setting and Analytics usage data
The fields from the COUNTER report appear for display and retrieval in the Alma Analytics usage data subject area The fields in these folders originated in the COUNTER reports

17 The "Available For" group setting and Analytics usage data
Introduction The "Available For" group setting and Analytics usage data Using the “Subscriber” for "Group Settings" information The Alma Analytics reports Summary

18 Using the “Subscriber” for "Group Settings" information
Even though, as stated, the “Group Settings” does not exist in a COUNTER report, it is possible to achieve the same goal by Using the “Subscriber” for "Group Settings" information

19 Using the “Subscriber” for "Group Settings" information
So we do not have the “Group settings” in the COUNTER report, but we do have the option of using a ‘subscriber’ when uploading the COUNTER report The subscriber can be used as both a filter and a display element when creating the COUNTER usage analytics reports.  In the specific case here the institution could tell the vendors what the criteria is when the specific “group setting” accesses a resource. 

20 Using the “Subscriber” for "Group Settings" information
For example the institution has a group setting “Canterbury”, and could tell the vendor, for example, that when “Canterbury” is used send the COUNTER report with subscriber “Canterbury”. The vendor may know that “Canterbury” is used because comes from a certain IP.  This IP information could be supplied to the vendor and then the vendor could supply one COUNTER report for American Chemical Society for group setting “Canterbury”

21 Using the “Subscriber” for "Group Settings" information
Similarly the institution has a group setting “Wellington”, and could tell the vendor, for example, that when “Wellington” is used send the COUNTER report with subscriber “Wellington”. It too comes from a certain IP.  This information could be supplied to the vendor and then the vendor could supply one COUNTER report for American Chemical Society for group setting “Wellington”.

22 Using the “Subscriber” for "Group Settings" information
The subscribers would be defined, for example, as follows: (Acquisitions configuration menu > General > Subscribers) The institution Subscriber for 1st “available for” group setting Subscriber for 2nd “available for” group setting

23 Using the “Subscriber” for "Group Settings" information
The COUNTER report received from the vendor for each “available for” group setting is loaded according to the relevant subscriber. Subscriber “Canterbury”.

24 Using the “Subscriber” for "Group Settings" information
The COUNTER report received from the vendor for each “available for” group setting is loaded according to the relevant subscriber. Subscriber “Wellington”.

25 Using the “Subscriber” for "Group Settings" information
The files are uploaded according to the subscriber

26 The "Available For" group setting and Analytics usage data
Introduction The "Available For" group setting and Analytics usage data Using the “Subscriber” for "Group Settings" information The Alma Analytics reports Summary

27 The Alma Analytics reports
We will now utilize the subscriber field in analytics

28 The Alma Analytics reports
In the first report we will filter by subscriber “Canterbury”. In the second report we will filter by subscriber “Wellington”

29 The Alma Analytics reports
Here for example is the criteria tab of a sample report for subscriber “Canterbury” The report for Wellington will differ only in this filter

30 The Alma Analytics reports
The library has created these three reports. One for each “Available for” group setting and another with both groups.

31 The Alma Analytics reports
This corresponds to “Available For” Canterbury This corresponds to “Available For” Wellington

32 The "Available For" group setting and Analytics usage data
Introduction The "Available For" group setting and Analytics usage data Using the “Subscriber” for "Group Settings" information The Alma Analytics reports Summary

33 Summary It is possible to use the “Subscriber” when loading Alma Analytics reports in order to differentiate between the “available for” group settings in Alma. This is done by providing the vendor with the relevant information for each group setting and then loading the files accordingly. In this way the library can see and compare COUNTER usage data according to each group setting.

34 Yoel Kortick Senior Librarian
Thank you Yoel Kortick Senior Librarian


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