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Primo VE Analytics

Jenny Draeger

Training Services Consultant

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Primo Analytics
Dashboards and Reports
Create Your Own
Scheduling Analytics

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What are Primo Analytics?

Allow us to build, customize, and run reports on Primo activities
Oracle Analytics Server (OAS)

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Primo VE in Alma

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Roles

Designs Analytics—Enables creating analytics reports

Analytics Administrator—Enables configuring analytics and exposing analytics to other staff operators.

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Design Analytics (DEMO)

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Data updated as of: Reflects when the extraction process started, so everything that's happened up to this date and time in Alma will be represented in the Analytics

Data available as of: Reflects when this latest extraction became available.

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Global Header - Catalog (DEMO)

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Catalog – first screen after logging in
Where all reports are saved, including personal and shared
Arranged into Folders (left pane)

My folders – personal reports and dashboards (your login)
Shared folders – reports and dashboards shared at various levels in subfolders

Primo – out of the box, not editable, but can copy & modify
Primo Community – reports and dashboards created by fellow Primo Customers, shared and updated on Fridays
Primo Institution – your institutions’ shared reports and dashboards.

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Global Header - Home (DEMO)

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Centralized workspace
Recent Activity – where I’ve just been
Most Popular
Create

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Global Header - Favorites (DEMO)

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The favorites functionality allows you to bookmark catalog objects that you view regularly

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Global Header - Dashboards (DEMO)

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A shortcut to all available dashboards that are saved in the dedicated dashboard subfolders

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Global Header - Create (DEMO)

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Displays a list of the OBI objects that can be created.

This document describes the Analysis option (which creates new reports) and the Dashboard option (which creates dashboards).

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Global Header - Open (DEMO)

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Displays
Recently accessed objects (reports, dashboards)
Most popular objects (objects accessed most often)

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Global Header - Account Information (DEMO)

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Sign In/Out
See Account information associated with your login to the Primo Back Office
Specify Time Zone, etc.

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Primo Analytics
Dashboards and Reports
Create Your Own
Scheduling Analytics

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What are Dashboards?

Dashboards provide a personalized view of information
Can consist of one or more pages (or tabs)
Can include reports, graphs, and prompts (objects)
Can be shared with other users

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What are Reports?

Reports are responses that return after executing a query
Can be formatted
Presented on a dashboard page
Saved
Shared with other users

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Getting to the Dashboards (DEMO)

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Global Header Catalog Folders Shared Folders Primo Dashboards – Example Dashboard

Global Header Dashboards Primo – Example Dashboard

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Trends Dashboard (DEMO)

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Creating Your Own Dashboard (DEMO)

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Global Header
Dashboards
My Dashboard

My Dashboard will apply to the login account

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Reports – Actions – Search Actions – Actions – By Count

First report on the actions tab
Monthly report of actions taken by end users related to search
Left prompt options

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Search Actions – Actions – By Percentage

First report on the actions tab
Monthly report of actions taken by end users related to search
Left prompt options

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Search Actions – Sessions – By Count

First report on the actions tab
Monthly report of actions taken by end users related to search
Left prompt options

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Results List Actions – Actions – By Count

Second report on the actions tab
Monthly report of actions taken by end users related to search results
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Results List Actions – Actions – By Percentage

Second report on the actions tab
Monthly report of actions taken by end users related to search results
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Results List Actions – Sessions – By Count

Second report on the actions tab
Monthly report of actions taken by end users related to search results
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Results List Actions – Signed In – By Count

Second report on the actions tab
Monthly report of actions taken by end users related to search results
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Document Level Actions – Actions – By Count

Third report on the actions tab
Monthly report of actions taken by end users related to at the document (resource) level
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Document Level Actions – Actions – By %

Third report on the actions tab
Monthly report of actions taken by end users related to at the document (resource) level
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – Document Level Actions – Sessions – By Count

Third report on the actions tab
Monthly report of actions taken by end users related to at the document (resource) level
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Actions – General Actions – Sessions – By Count

Fourth and last report on the actions tab
Monthly report of actions taken by end users related to general actions like signing in, signing out, and using Find Database (if you have MetaLib)
Left prompt options (at the top)

Number of actions per month
Number of sessions in which actions were invoked
Number of times action was invoked when user signed

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Devices

Monthly report of devices used to access Primo
Measures actions and sessions by

Device Type
Operating System
Browser Type

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Reports – Sessions – Sessions – By Count

Monthly report of the number of sessions divided by location of end user
Left prompt options

Number of sessions
Average duration of sessions
Total number of actions taken
Number of times users signed in within a session

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Sessions – Sessions – By Percentage

Monthly report of the number of sessions divided by location of end user
Left prompt options

Number of sessions
Average duration of sessions
Total number of actions taken
Number of times users signed in within a session

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Sessions – Session Duration – By Count

Monthly report of the number of sessions divided by location of end user
Left prompt options

Number of sessions
Average duration of sessions
Total number of actions taken
Number of times users signed in within a session

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Sessions – Actions – By Count

Monthly report of the number of sessions divided by location of end user
Left prompt options

Number of sessions
Average duration of sessions
Total number of actions taken
Number of times users signed in within a session

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Sessions – Signed In – By Count

Monthly report of the number of sessions divided by location of end user
Left prompt options

Number of sessions
Average duration of sessions
Total number of actions taken
Number of times users signed in within a session

Right prompt options

By count (see the scale/magnitude)
By percentage (see it in relation to other data)

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Reports – Popular Searches

Monthly report of the number of sessions divided by location of end user
Left report- see search terms for last full month, adjust to see previous months
Right report - see search terms totals for current year so far

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Reports – Zero Result Searches

Report of searches that found no results
Select month in prompt at the top left
Data for this report is available only from the Primo July 2015 release and after

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Primo Analytics
Dashboards & Reports
Create Your Own
Scheduling Analytics

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Demonstration

Adding an Analysis to My Dashboard
Editing a Copied Analysis
Creating a New Analysis

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Primo Analytics
Dashboards & Reports
Create Your Own
Scheduling Analytics

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Scheduling Analytics in Primo VE (DEMO)

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Primo Analytics
Dashboards
Reports
Create Your Own
Scheduling Analytics
Next Steps and Resources

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Next Steps and Resources

Links to Documentation on Primo Analytics

Primo VE Analytics

Additional resources from Ex Libris:

Idea Exchange – ideas.exlibrisgroup.com
Developer Network – developers.exlibrisgroup.com

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Premium Services - a more individualized approach

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Premium Services are one-on-one services to customers that are interested in workflow optimization, individualized training, hands-on configuration, or other individualized assistance with Ex Libris products

Premium.Services@exlibrisgroup.com

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Thank you!