Managing Usage Data in Alma: A Comprehensive Guide
GETTING STARTED WITH USAGE DATA
ALEXIS LINOSKI | GEORGIA TECH |
alexis.linoski@library.gatech.edu
THE
BASICS
ExLibris
Documentation:
Managing COUNTER-Compliant Usage Data
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acq
uisitions/090Acquisitions_Infrastructure/010Managing_Vendors/Managing_COUNTER-
Compliant_Usage_Data
Roles
needed:
Acquisitions Administrator
Vendor Manager
Usage Data Operator
General System Administrator
GETTING USAGE DATA
INTO
ALMA
Two
Ways
SUSHI
harvesting
Can harvest manually or via scheduled job
Uploading via
spreadsheet
Can be done either from the Vendor Tab OR
Acquisitions -> Import -> Load Usage Data
SUSHI
– SETTING UP VENDORS
Done in the
Vendor
profile –
Usage Data
Some vendors will require that you
activate
SUSHI harvesting before you can begin
– Elsevier, is
one.
Need eResource Admin login information.
Not all
COUNTER Reports are supported.
Most notably the turnaway/access denied reports are
planned.
SUSHI account must be configured for
each
COUNTER report type.
There is a
duplicate
function that makes this easy to do.
SUSHI ACCOUNTS
One “account” per report.
MANUAL HARVEST
Pulls up to 12 months at a time
.
SUHSI HARVESTING
JOB
PROS
Once set up, harvesting
reduces
the
time
and
effort
needed to gather usage data.
Anyone
in the organization with access to analytics can access the reports for analysis.
Reports can be
modified
to get more specific information.
Reports can be
exported
to Excel.
CONS
Canned reports are done in
aggregate
; if you need to evaluate a specific package, you’ll
need to
modify
a report or
create
your own.
Since stats are provided “en masse,” titles found in aggregators
mix
with subscribed
titles.
Since the initial harvest is only 12 months, you’ll also need to
upload spreadsheets
to
get
historical data.
If payment is handled by a subscription agent, it makes it a
little harder
to
narrow
down your cost by “vendor code.”
Learning curve
for analytics.
SOMETIMES …. IT
FAILS
WHEN THAT HAPPENS…. UPLOAD
USING A SPREADSHEET
Use .xls
ACCESSING
THE DATA
Data is in
Analytics.
Takes about
24 hours
once it’s harvested to appear in Analytics.
A
variety
of canned reports.
Save frequently used or created reports to
Favorites.
Don’t be afraid
to poke around and see what’s there.
WORKING
WITH REPORTS
View
canned
reports from the
Catalog
tab on the main menu bar.
Shared Folders -> Alma
Create
reports using
New
tab from the main menu bar.
Two main tabs to work with –
Criteria
and
Results.
Modify/Create
from the
Criteria
tab.
View
the report in the
Results
tab.
PRE-CONFIGURED REPORTS
VIA THE
CATALOG
Cost per use via COUNTER
Usage via COUNTER reports
CREATE
FAVORITES
FOR FREQUENTLY USED REPORTS
CANNED REPORT
Top 10 Titles
CANNED REPORT
Five least expensive vendors
CANNED REPORT
Ten least expensive titles for previous
calendar year
MODIFYING
REPORT CRITERIA
CANNED REPORT - MODIFIED
Cost per use alphabetically by title for previous
calendar year –
Wiley
-
sort descending
CREATING A
CUSTOM
REPORT
GA TECH CUSTOM REPORT
Journal specific usage report -
criteria
GA TECH CUSTOM REPORT
Journal specific usage report -
Results
Questions?
Discover how to manage COUNTER-compliant usage data effectively in Alma, Georgia Tech's library system. Learn about roles, SUSHI harvesting, vendor setup, pros and cons, and more. Streamline your reporting processes and access detailed analytics for informed decision-making.
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Presentation Transcript
GETTING STARTED WITH USAGE DATA ALEXIS LINOSKI | GEORGIA TECH | alexis.linoski@library.gatech.edu
THE BASICS ExLibris Documentation: Managing COUNTER-Compliant Usage Data https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acq uisitions/090Acquisitions_Infrastructure/010Managing_Vendors/Managing_COUNTER- Compliant_Usage_Data Roles needed: Acquisitions Administrator Vendor Manager Usage Data Operator General System Administrator
GETTING USAGE DATA INTOALMA TwoWays SUSHI harvesting Can harvest manually or via scheduled job Uploading via spreadsheet Can be done either from the Vendor Tab OR Acquisitions -> Import -> Load Usage Data
SUSHI SETTING UP VENDORS Done in the Vendor profile Usage Data Some vendors will require that you activate SUSHI harvesting before you can begin Elsevier, is one. Need eResourceAdmin login information. Not all COUNTER Reports are supported. Most notably the turnaway/access denied reports are planned. SUSHI account must be configured for each COUNTER report type. There is a duplicate function that makes this easy to do.
One account per report. SUSHI ACCOUNTS
Pulls up to 12 months at a time. MANUAL HARVEST
PROS Once set up, harvesting reduces the time and effort needed to gather usage data. Anyone in the organization with access to analytics can access the reports for analysis. Reports can be modified to get more specific information. Reports can be exported to Excel.
CONS Canned reports are done in aggregate; if you need to evaluate a specific package, you ll need to modify a report or create your own. Since stats are provided en masse, titles found in aggregators mix with subscribed titles. Since the initial harvest is only 12 months, you ll also need to upload spreadsheets to get historical data. If payment is handled by a subscription agent, it makes it a little harder to narrow down your cost by vendor code. Learning curve for analytics.
Use .xls WHEN THAT HAPPENS . UPLOAD USING A SPREADSHEET
ACCESSINGTHE DATA Data is in Analytics. Takes about 24 hours once it s harvested to appear in Analytics. A variety of canned reports. Save frequently used or created reports to Favorites. Don t be afraid to poke around and see what s there.
WORKINGWITH REPORTS View canned reports from the Catalog tab on the main menu bar. Shared Folders -> Alma Create reports using New tab from the main menu bar. Two main tabs to work with Criteria and Results. Modify/Create from the Criteria tab. View the report in the Results tab.
PRE-CONFIGURED REPORTS VIA THE CATALOG Cost per use via COUNTER Usage via COUNTER reports
Top 10 Titles CANNED REPORT
Five least expensive vendors CANNED REPORT
Ten least expensive titles for previous CANNED REPORT calendar year
Cost per use alphabetically by title for previous calendar year Wiley - sort descending CANNED REPORT - MODIFIED
Journal specific usage report - criteria GA TECH CUSTOM REPORT
Journal specific usage report - Results GA TECH CUSTOM REPORT
