1. 1 Upcoming developments in Alma Analytics Yoel Kortick Senior Librarian, Ex Libris

2. 2 Copyright Statement and Disclaimer CONFIDENTIAL INFORMATION The information herein is the property of Ex Libris Ltd. or its affiliates and any misuse or abuse will result in economic loss. DO NOT COPY UNLESS YOU HAVE BEEN GIVEN SPECIFIC WRITTEN AUTHORIZATION FROM EX LIBRIS LTD. This document is provided for limited and restricted purposes in accordance with a binding contract with Ex Libris Ltd. or an affiliate. The information herein includes trade secrets and is confidential. DISCLAIMER The information in this document will be subject to periodic change and updating. Please confirm that you have the most current documentation. There are no warranties of any kind, express or implied, provided in this documentation, other than those expressly agreed upon in the applicable Ex Libris contract. This information is provided AS IS. Unless otherwise agreed, Ex Libris shall not be liable for any damages for use of this document, including, without limitation, consequential, punitive, indirect or direct damages. Any references in this document to third-party material (including third-party Web sites) are provided for convenience only and do not in any manner serve as an endorsement of that third-party material or those Web sites. The third-party materials are not part of the materials for this Ex Libris product and Ex Libris has no liability for such materials. TRADEMARKS "Ex Libris," the Ex Libris Bridge to Knowledge, Primo, Aleph, Voyager, SFX, MetaLib, Verde, DigiTool, Rosetta, bX, URM, Alma, and other marks are trademarks or registered trademarks of Ex Libris Ltd. or its affiliates. The absence of a name or logo in this list does not constitute a waiver of any and all intellectual property rights that Ex Libris Ltd. or its affiliates have established in any of its products, features, or service names or logos. Trademarks of various third-party products, which may include the following, are referenced in this documentation. Ex Libris does not claim any rights in these trademarks. Use of these marks does not imply endorsement by Ex Libris of these third-party products, or endorsement by these third parties of Ex Libris products. Oracle is a registered trademark of Oracle Corporation. UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open Company Ltd. Microsoft, the Microsoft logo, MS, MS-DOS, Microsoft PowerPoint, Visual Basic, Visual C++, Win32, Microsoft Windows, the Windows logo, Microsoft Notepad, Microsoft Windows Explorer, Microsoft Internet Explorer, and Windows NT are registered trademarks and ActiveX is a trademark of the Microsoft Corporation in the United States and/or other countries. Unicode and the Unicode logo are registered trademarks of Unicode, Inc. Google is a registered trademark of Google, Inc. Web address: http://www.exlibrisgroup.comhttp://www.exlibrisgroup.com

3. 3 Terminology Fact (usually the fact is the first one). This is the only one which includes measurements Subject area (sometimes called “SA”) Fields of type “measurement” (yellow rectangle at beginning) Field of type “description” (descriptive value) Dimensions Subject area(sometimes called “SA”)

4. 4 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

5. 5 Link Resolver usage Background: Today information on electronic resources usage is obtained from different vendors (i.e. Ebsco) and then uploaded to UStat The data from UStat is then extracted to Alma Analytics. Reports are then made in Alma Analytics based on this data One significant issue regarding this is that some vendors don’t support providing usage information. Additionally, if we look at the usage from a vendor it is “vendor specific”. From the Alma Link Resolver we can see the “large picture” – for example most popular journals/books etc.

6. 6 Link Resolver usage The plan: A new subject area will be added called “Link Resolver usage” It will include data which is recorded in Alma on the “Link Resolver usage” The “Link Resolver usage” is today recorded in Alma and with this development it will also be part of the ETL process and therefore reportable in Analytics

7. 7 Link Resolver usage The information appearing here and how the end user responded to it (Accessed? Did not access?) will be recorded in the new Link Resolver subject area

8. 8 Link Resolver usage All the traffic in the “ViewIt” is done though Alma Link Resolver. When and end user clicks a link Alma “knows” and records the traffic It does not matter where the end user starts (PubMed, Primo, Ebsco etc.)

9. 9 Link Resolver usage Samples of types of reports which will be available: 1.Top ten e-journal portfolios accessed 2.When was full text option available but not accessed 3.Which are the most popular vendors 4.How often is the citation linker used? These reports will provide information on how the Link Resolver is used and this will enable the library to make strategic decisions such as which vendors to continue working with

10. 10 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

11. 11 Add additional attributes to E-Inventory SA In the ‘Electronic Collection Description’ tab of the ‘Electronic Collection’ editor there exists the ‘Public name (override)’ and the ‘Library’.

12. 12 Add additional attributes to E-Inventory SA Here is the ‘Public name (override)’ in the discovery interface

13. 13 Add additional attributes to E-Inventory SA The ‘Public name (override)’ and the ‘Library’ will be added as fields of type ‘description’ to the dimension ‘Package’ in the E-Inventory subject area

14. 14 Add additional attributes to E-Inventory SA Having the ‘Public name (override)’ and the ‘Library’ appear in reports will be particularly useful and provide a more accurate reflection of the E-inventory It may be used as a filtering parameter and appear in the report.

15. 15 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

16. 16 Add missing elements in the PO Line shared The dimension “PO Line” appears as part of the ‘Physical Items’ subject area.

17. 17 Add missing elements in the PO Line shared There have been several requests to add fields to this dimension. The following will be added: Material Type Identifier Vendor Inv. Number Manual Packaging Routing During Receiving Binding During Receiving

18. 18 Add missing elements in the PO Line shared These are the fields as they appear in the user interface

19. 19 Add missing elements in the PO Line shared The addition of these description fields will allow the library to 1.Create detailed reports 2.Arrive to very specific sets of PO Lines by using these new fields as filters

20. 20 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

21. 21 Add fund information to the physical items SA Currently the Physical Items subject area contains no information about funds There is a PO Line dimension but it does not have fund information No fund dimension and no fund information in the PO line dimension

22. 22 Add fund information to the physical items SA A new dimension for Fund will be added Fund

23. 23 Add fund information to the physical items SA By using the new dimension for Fund information the library will be able to create many additional reports by both displaying and filtering on the fund information. For example the library will be able to report on the number of items received since a particular date ordered with a particular fund. This can then be combined with the “Time Loaned” to gain fulfillment statistics (‘Time Loaned’ Stores the number of times that the physical item was loaned)

24. 24 Add fund information to the physical items SA Libraries will be able to make reports such as “How many items ordered from fund ‘mathematics-2014’ were loaned and how many times were they loaned” In this way libraries can evaluate the effectiveness of their funds

25. 25 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

26. 26 Add "Related ISBN ISSNs" to bibliographic details The 776 is used to designate the ‘Additional Physical Form Entry’. The subfield x contains the ISSN of the related record, and the subfield z contains ISBN of the related record. This is similar for other 77X fields such as the 775 ‘Other Edition Entry’ and the 773 ‘Host Item Entry’ The 785 ‘continued by’ also includes the ISSN in subfield x Until now it has not been possible to filter or display the related ISBN or ISSN in reports It will now be possible because the related ISBN and the related ISSN will both be displayed.

27. 27 Add "Related ISBN ISSNs" to bibliographic details For example: ISSN 0270-6679 is the physical version of “Feminist Issues” ISSN 2168-6793 is the electronic version of “Feminist Issues” ISSN 0270-6679 (physical) has a 77608 field like this: $$i Online version: $$t Feminist issues (Online) $$x 2168- 6793 $$w (OCoLC)42815930 ISSN 2168-6793 (electronic) has a 7761 like this: $$t Feminist issues $$h microfilm $$x 0270-6679 $$w (OCoLC)16934431 Both above records have a 78500 like this: $$t Gender issues $$x 1098-092X $$w (OCoLC)38483617 $$t Gender issues $$x 1098-092X $$w (OCoLC)38483617

28. 28 Add "Related ISBN ISSNs" to bibliographic details Print Continued as Electronic 1.Print and electronic each relate to each other (red) 2.Old print and electronic version both relate to new ‘continued as’ version (blue)

29. 29 Add "Related ISBN ISSNs" to bibliographic details With this new development it will be possible to both display and retrieve all related ISSN and ISBN fields The ISSNs and ISBNs of these related records will also be in Analytics with the “main” record

30. 30 Add "Related ISBN ISSNs" to bibliographic details With this new development it will be possible to both display and retrieve all related ISSN and ISBN fields Related ISBN Related ISSN

31. 31 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

32. 32 Add electronic material type for Portfolios Every electronic portfolio has a material type

33. 33 Add electronic material type for Portfolios Every electronic portfolio has a material type

34. 34 Add electronic material type for Portfolios In Alma the Electronic portfolio type may be faceted

35. 35 Add electronic material type for Portfolios For example:

36. 36 Add electronic material type for Portfolios Currently in Analytics it appears as “None” With this development the ‘Material Type’ will be filled in with the same value as the Alma User Interface. It will be retrievable and appear in the reports

37. 37 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

38. 38 Course Reading SA There will be a new Course Reading SA It will contain, for example, a Reading List Citations Dimension with the Reading List and the Course Information “collapsed” into it. The user will be able to create such reports as: 1.Course Reserves circulation count (title, call number, barcode, course number, course name, instructor, department, semester) 2.Course Reserves title list by course number (title, call number, course number, course name, instructor, department, semester)

39. 39 Agenda Link Resolver usage Add additional attributes to E-Inventory SA Add missing elements in the PO Line shared dimension Add fund information to the physical items SA Add "Related ISBN ISSNs" to the bibliographic details Add electronic material type for Portfolios Course Reading SA Vendor productivity and audit trail for acquisition workflow

40. 40 Vendor productivity and audit trail The ordering process has many steps, each assigned with a date. For example, the date: A bibliographic record was catalogued The related item was ordered Item arrives Items is scanned in at circulation desk This data is currently saved in Alma, but not part of ETL A new dimension will be created for the order steps including date and user. This will allow libraries to run vendor productivity reports

41. 41 THANK YOU! xxxx.xxxx@exlibrisgroup.com