Folder structure in Alma Analytics - Revision in process


Alma Analytics catalog

Top tier folders

  • My Folders: A workspace accessible only to you
  • Shared Folders > Alma: Analyses created by Ex Libris on Alma data. Most require modification to be applicable to the Harvard environment.
  • Shared Folders > Community: Analyses created and shared by other Alma peer libraries. Use with caution, as other libraries’ definitions and workflows may be very different.
  • Shared Folders > Harvard University: Analyses created by Harvard Alma users
  • Shared Folders > Leganto: Analyses created by Ex Libris on Leganto data
  • Shared Folders > Rialto: Analyses created by Ex Libris (Harvard doesn't use Rialto)

How to use the Catalog in Analytics

FolderPurposeBest practices

My Folders

This is your folder to do with as you wish. The contents are not accessible to other Analytics users.

Use My Folders for analyses in development, so that others don't find your analysis and think that it's finished and ready to be shared.

Use My Folders to store backup copies.

Store previous versions as needed or versions used during the development of the report.

Organization of My Folders is up to you; you can create subfolders for different projects, types of analyses, or analyses on different Analytics subject areas.

Shared Folders > Harvard University

This folder is accessible by all Analytics users at Harvard.

The folders under here all have a specific purpose. Please don't create your own folder at this level.

Before starting a new analysis, search Harvard University shared folders for analyses that will meet your needs as-is, or with some modification.

If you want to use an analysis in Harvard University folders as the basis of a new analysis, first save a copy to My Folders.

    • Include here links to pages on How to search and How to save analyses
Shared Folders > Harvard University > _Collaboration

A place to temporarily put an analysis in development so that you can work on it with another Harvard colleague or colleagues. You may create subfolders in this folder as needed.

The Collaboration subfolder is for interdepartmental collaboration, an example being submitting a ticket to the Analytics and Reporting Working Group for help creating an analysis. One of the members would save a report to a folder under their name for you to access and verify. 

  • If an analysis is in development and you wish to share it with a Harvard colleague in order to collaborate, save it in Shared Folders > Harvard University > _Collaboration. If you work on analyses in the _Collaboration folder, you may want to keep a backup in My Folders, since analyses in this folder may be changed or deleted by others.
Shared Folders > Harvard University > _Departmental Reports
  • A place for analyses developed for use by a particular department. Folders can be added. 

Outside of the Analytics Subject areas, there are subfolders organized by Department. For example, each Harvard Library has its own subfolder. If you work in Resource Sharing or in the Yenching Library, you can save your Analytics reports to those folders. 


Shared Folders > Harvard University > _Training

Shared Folders > Harvard University > _WGs

Shared Folders > Harvard University > _[Subject Area Folders]

“Canned reports” created for general use by Harvard Library report writers. Although customized for our environment, please still confirm that they apply to your unit’s workflow. Subject area folders are sorted alphabetically.

Harvard University subfolders are organized according to the Analytics Subject areas. If you know which subject has the data you need, you can go directly to the folder with the same name and browse available analyses. Analyses in the Harvard University folder have been designed to meet a broad array of information needs and to provide multiple prompts for customizing the output.

designed to meet a broad set of needs and may not be modified.

Shared Folders

There are three main sub-folders in the Shared Folders directory of the Catalog of analyses:

  • Alma
  • Community
  • Harvard University
    • _Collaboration
    • _Departmental Reports

They are described below in the order in which you should go to look for existing analyses that may meet your needs (as-is or with some modification).

Harvard University Analyses

Analyses in the Harvard University folder have been designed to meet a broad array of information needs and to provide multiple prompts for customizing the output.

Before starting a new analysis, search Harvard University shared folders for analyses that will meet your needs as-is, or with some modification.

Harvard University subfolders are organized according to the Analytics Subject areas. If you know which subject has the data you need, you can go directly to the folder with the same name and browse available analyses. 

Outside of the Analytics Subject areas, there are subfolders organized by Department. For example, each Harvard Library has its own subfolder. If you work in Resource Sharing or in the Yenching Library, you can save your Analytics reports to those folders. 

The Collaboration subfolder is for interdepartmental collaboration, an example being submitting a ticket to the Analytics and Reporting Working Group for help creating an analysis. One of the members would save a report to a folder under their name for you to access and verify. 

Community Analyses

If you don’t find the report you need in Harvard University, you can search reports created by other Alma institutions in the Community folder. For example, searching for ‘ARL’ in Community brings up ARL statistics reports developed by University of Minnesota.

Alma Analytics has a single data model for all customers which allows reports developed at other institutions to run on Harvard data. However, the originating institution might include local data fields, or local coding, etc. that make the report output incomplete or unsuitable for use at Harvard.

Community also provides an environment for collaborating with Analytics experts at other institutions. Reports in Community are accessible by all Analytics users at all Alma institutions. If you are developing a report with someone at another institution, they (and others) will be able to access the report configuration and make changes.

Ex Libris created Analytics

Alma

Ex Libris created the analyses in the Alma folder for all libraries working in Alma. Ex Libris has tried to anticipate library reporting needs by creating dozens of simple analyses and has made them available for libraries to copy, change, and reuse locally. Most of these analyses require adding a filter or prompt to make them usable with a large data set like Harvard’s.

Leganto

Similarly to the Alma folder, all analyses in the Leganto folder were created by Ex Libris for use by all libraries and departments working in Alma. 

Before directly copying an item from the Alma or Leganto folders, check the Harvard University Shared Analysis folder for the analyses that the Alma Analytics & Reporting Working Group is evaluating.