Alma Analytics

Alma Analytics is an add-on tool that extends the basic reporting functions in Alma. It's build on Oracle Analytics Server (OAS) and uses Structured Query Language (SQL) to extract data and compile reports and analyses.

Many "reports" are available as the results of basic or advanced searches in Alma itself, but Analytics provides searching and analysis at a deeper or more complex level.

Documentation

• Alma Analytics menu - Introduction

• Alma Analytics menu - Shared With Me

• Alma Analytics menu - Subscribing (and unsubscribing) to a scheduled report

• Alma Analytics menu - Pin your favorites

• Alma Analytics menu - Run reports & export results

• How to access Alma Analytics

• Data updates in Analytics

• User Preferences

• General terminology and data structures (Ex Libris documentation)

• Subject Area terminology (Ex Libris documentation)

• Folder structure in Alma Analytics

• Analytics menu bar

• Analytics Best Practices

• Searching in Analytics

• Run & Modify a Shared Analysis
• Create a New Analysis
• Filters
• Column Properties
• Formula Basics
• Advanced Formulas
• Prompts
• Report Layout
• Working with Dashboard Customizations

Field Descriptions by Subject Area

• Local Param fields - Harvard mappings
• Shared Dimensions across Subject Areas
• Physical Items and Physical Items Historical Events
• Titles (bibliographic level) and Events (record change events)
• Fulfillment, Requests, Users, and Fines and Fees
• E-inventory 
• Funds Expenditure
• Borrowing and Lending Requests (Resource Sharing/ILL)
• Usage, Cost Usage, and Link Resolver Usage
• Field descriptions for all subject areas

Learn More About Alma Analytics

Alma Analytics is a robust tool with many features, and you'll learn best by doing. Use these resources to guide you as you practice creating and running analyses.

Get Help with Alma Analytics from the Analytics & Reporting Working Group

Submit feedback, a suggestion, or an idea about “canned reports”

Requesting an Alma login

Analytics and Reporting Working Group Drop-in session recordings

Subscribe to the Reporting Discussion List at Harvard

Training Resources for Alma Analytics, Data Visualization (DV), Harvard Analytics and Reporting Tool (HART)

Analytics and Reporting Working Group Training

Analytics Overview 

• Analytics Overview script
• Analytics Overview - Online Training Module

Creating Analytics

• Creating Analytics script
• Creating Analytics class homework
• Creating Analytics - Exercise 1: Modifying an Existing Analysis
• Creating Analytics - Exercise 2: New Analyses
• Creating Analytics - Exercise 1: Modifying an Existing Analysis (Funds Expenditure) (MS Word document)
• Creating Analytics - Exercise 1: Modifying an Existing Analysis (Fulfillment) (MS Word document)
• Creating Analytics - Exercise 2: New Analyses (MS Word document)

Reporting Discussion List

Subscribe to the Reporting Discussion List at Harvard

The HL-reporting-discussion list is used for internal communication between Harvard library staff engaged in activities related to reporting and/or analyses, across Harvard’s available systems, including work done in Alma Analytics and Cognos.  The list is intended for informal peer support: asking questions, troubleshooting, sharing discoveries, exploring tools and resources, and other discussions about reports, analyses, and their use in Harvard library. 

The Harvard Library's Reporting Discussion Group co-conveners serve as moderators. Subscription requests are approved by list owners and moderators. 

Harvard Reporting & Analytics Tool (HART) Training & Documentation

HART/OAS 6.4 Self-Service Training Program, 2022-2023

Knowledge Base Resources

Ex Libris Training & Documentation

Introduction to Alma Analytics and Terminology, documentation overview

Ex Libris Alma Analytics training, video tutorials, range from 8 min to 29 min

Analytics documentation, support documents

Common Alma Analytics Procedures, tip sheets

Presentations and Documents on Analytics, PowerPoint presentations and PDFs, many by Ex Libris staff and some by other libraries

Alma Advanced Analytics (2018 Technical Seminar Slides)

Introduction to Alma Analytics Data Visualization

Using filters with Alma Analytics Data Visualization (Video)

How to use an input file together with Alma Data in Alma Analytics Data Visualization (Video)

How to create a forecast using Alma Analytics Data Visualization (Video)

Support Materials from Other Libraries

University of Western Australia Introduction to Ex Libris Alma Analytics (rev. 2015)

University of Minnesota Alma Analytics wiki page

Alma Analytics Training Series, video series by Lisa Bartle, Coordinator of Collection Development at California State University: San Bernardino

"And You Thought Your Were Nerdy!" Fun with Alma Analytics (ELUNA 2019 presentation) by Lisa Hamlett, Application Support Analyst II at Emory University

Off-the-Grid Reporting: A Few Handy Reports in Alma Analytics (ELUNA 2019 presentation) by Mike Rogers, Enterprise Systems Manager, University of Tennessee