1. Fulfillment Unit Rule based on Process Type
Primo Analytics

2. Fulfillment Unit Rule based on Process Type
Question 1
There is a nice report in the primo Community folder called ‘ use by month’.
The only problem is that it goes all the way to the beginning (2015),
I want it only for the last year but that means I need to go in and change it to have date greater than whatever the date was a year ago.
Can it be hardcoded to always go back exactly one year so I do not need to edit it each time? Q
Yoel nr

3. Fulfillment Unit Rule based on Process Type
Answer 1 (part 1 of 3)
Yes it is possible to use “relative dates”. For example “current year”, “one year ago”, last 7 days, etc. A

4. Fulfillment Unit Rule based on Process Type
Answer 1 (part 2 of 3)
At see:
Analytics - How to filter an analytics report by all of the previous calendar year.docx
Analytics - How to use the TIMESTAMPADD parameter to retrieve by today - X time in an Alma Analytics report.pptx. A

5. Fulfillment Unit Rule based on Process Type
During session we will
Edit the report
Switch to Criteria tab
Choose dates.date > filter > is greater than or equal to date 1 year ago
Convert to sql
change to "Dates"."Date" >= TIMESTAMPADD(SQL_TSI_YEAR,-1,CURRENT_DATE)
Choose dates.year > filter > = 2017
Change to "Dates"."Year" = YEAR(CURRENT_DATE)
Show another example and change to "Dates"."Year" = YEAR(TIMESTAMPADD(SQL_TSI_YEAR,-1,CURRENT_DATE))
Save for dashboard later
Answer 1 (part 2 of 3) A

6. Fulfillment Unit Rule based on Process Type
Question 2
At one of the users group meetings someone from Ex Libris used Primo Analytics to make a report comparing how many people search Primo by PC verses by cell phone.
Can you show how to make a report like that? Q
Yoel nr

7. Fulfillment Unit Rule based on Process Type
During session we will
New > Analysis > Primo Device Usage
Include fields
Device Usage: Sessions
Device Usage: Device
Dates: Year (Date)
Filter date greater than one year ago then remove from display
Now divide by Laptop/PC or not Laptop/PC:
CASE "Device Usage"."Device" WHEN 'Laptop/PC' THEN 'Not Mobile' ELSE 'Mobile' END
Change column header to “Device Type”
Export to Pie Chart
Save for dashboard later
Answer 2 A

8. Fulfillment Unit Rule based on Process Type
Question 3
There are some people in our library who want us to remove the browse option from Primo. I think though that a lot of people are still using it.
Is this something we can see via primo analytics? Q
Yoel nr

9. Fulfillment Unit Rule based on Process Type
During session we will
New > Analysis > Primo Action Usage
Include fields
Action Types: Action Group
Action Types: Action Sub Group
Action Types: Action
Action Usage: Actions
Filter date greater than one year ago then remove from display
In results note that “Action Sub Group” Includes browse and search
Return to criteria tab filter “Action Sub Group” Includes browse and search” and include only “Action Usage: Actions” as additional field.
Export to Pie Chart
Save for dashboard later
Answer 3 A

10. Fulfillment Unit Rule based on Process Type
Question 4
I created three reports and put them under the folder of my institution.
Now I want to put them all in one dashboard like in the ‘example dashboard’ of the Primo folder.
Can you show me how? Q
Yoel nr

11. Fulfillment Unit Rule based on Process Type
In session we will do as follows using the reports we made:
Make folder for dashboard
New > Dashboard
Save in directory already made
Choose radio button to define content now
Drag the reports we made into the dashboard
Answer 4 A

12. Fulfillment Unit Rule based on Process Type
Question 5
Do you plan to add download reports in Primo analytics? Customers want to know what are the users doing with the items they retrieve, such as how many click to full text, items printed, ed or saved to refworks or to ris file. Q
Yoel r

13. Fulfillment Unit Rule based on Process Type
Answer 5 (part 1 of 2)
The actions of the user on the retrieved record which can be analyzed in Primo Analytics are in the “Primo Action Usage” subject area.
These appear when the “Action Types Action Group” = Document.
See OLH at Home > Primo > Product Documentation > Analytics > Subject Areas A

14. Fulfillment Unit Rule based on Process Type
Answer 5 (part 2 of 2)
Make report in Primo Action Usage subject area.
Include the following fields from the 'Action Usage' folder
Action Group
Action Sub Group
Action
Actions
Filter by Action Group = Document
See for example the actions 'refworks', ' ', 'print' and 'save to eshelf'
Filter by above four actions A

15. Fulfillment Unit Rule based on Process Type
Question 6
In Alma I create scheduled reports and widgets using my Alma Analytics reports (in the ‘analytics objects list’).
When I create the analytics objects I only see access to the Alma Analytics reports, but not the Primo analytics reports.
Is this on the roadmap? For when?
By the way I am using Primo VE and do see the link in Alma to “Design Analytics (Primo). Q
Nili nr

16. Fulfillment Unit Rule based on Process Type
Answer 6 (part 1 of 3)
Referring to here A

17. Fulfillment Unit Rule based on Process Type
Answer 6 (part 2 of 3)
See Alma Analytics folders (Not Primo Analytics) A

18. Fulfillment Unit Rule based on Process Type
Answer 6 (part 3 of 3)
This is tentatively planned for February (for Primo VE) A

19. Fulfillment Unit Rule based on Process Type
Question 7
Can I see in the Primo Action Usage subject area the scopes that our institution has defined locally? Q
Nili rs

20. Fulfillment Unit Rule based on Process Type
Answer 7 (part 1 of 2)
The "Primo Action Usage" subject area does not include the search scope at all, but does include the search scope type.
Our experience has found that providing the search scope type allows for the institution to identify the desired trends in primo Usage without while still maintaining the efficiency of primo analytics. A

21. Fulfillment Unit Rule based on Process Type
Answer 7 (part 2 of 2)
The "Primo Zero Results Searches" subject area includes the search scopes which have been defined locally.
This is the report where, from our experience, it is more crucial to have the actual search scope. In this way the institution can decide were policy decisions can be made.
See “Search Scope Type” in OLH at Home > Primo > Product Documentation > Analytics > Subject Areas A

22. Fulfillment Unit Rule based on Process Type
Question 8
What report in Analytics covers search terms used in PRIMO Q
Nili rs

23. Fulfillment Unit Rule based on Process Type
Answer 8
The "Primo Popular Searches" subject area covers this.
See for example the default out of the box reports at Shared > Primo > Dashboard > Example Dashboard > Popular Searches A