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Alma Analytics Resource Guide

This guide covers how to use the Alma Analytics platform to produce robust reports. Included are instructions on accessing the Oracle-based service as well as how to use its menu driven service to build custom reports.

The Florida UBorrow analytics dashboard is a comprehensive tool that provides insights into the borrowing and lending activities among 40 public and university libraries in Florida. For more information, please visit UBorrow FAQ.

Login to Alma Analytics and go to /shared/Network 01FALSC_NETWORK/Dashboards/ and open Acquisitions.

UBORROW Dashboard Details

Borrowing Counts

This page has two subpages:

Borrowing Counts

The UBorrow borrowing counts report provides detailed analytics on library borrowing transactions.
- It includes data on:

  1. Number of requests filled within a specified period: list each borrowing and lending library and the corresponding number of requests.

  2. Number of requests not filled within a specified period: Show

If you need help with that, feel free to ask!

Prompts:

Date Filter Filter report results by one of date options. Date options can be "Current Academic Year", "Current Fiscal Year", or other options date.

Reports:

This page contains one report.

UBorrow borrowing requests normalized:

The summary report shows the following columns

UBorrow borrowing requests normalized
  Num of Requests  
Borrowing Library Name Lending Library Name Filled Not filled Num of Requests Total

Borrowing Requests Loan Counts by Pickup Location

The UBorrow requests counts by pickup location report provides numbers of loan requests by circulation desk name.
- It includes data on:

  1. Circulation Desk Name: lists all borrowing and lending library and the corresponding number of requests.

If you need help with that, feel free to ask!

Prompts:

Date Filter Filter report results by one of date options. Date options can be "Current Academic Year", "Current Fiscal Year", or other date options.

Reports:

This page contains one report.

UBorrow requests from Fulfillment:

The summary report shows the following columns

UBorrow requests from Fulfillment
Circ Desk Name--Loan Circulation Desk Loan count

 

 

Borrowing Requests List

The UBorrow borrowing list report provides detailed report on library UBorrow transactions.
- It includes data on:

  1. Title list of requests filled within a specified period.

  2. Time date and time of UBorrow requests.

  3. Borrowing requests status.

If you need help with that, feel free to ask!

Prompts:

Date range (request creation date) Filter request creation date.

Reports:

This page contains one report.

UBorrow borrowing requests normalized:

This report shows the following columns
 

UBorrow borrowing requests normalized
Borrowing
Library
Name
Borrowing
Creation
Date
Internal
Id
External
Identifier
External
Identifier
Lending
Library
Name
Title MMS
Id
Shipping
Date
Item
Arrival
Date
Item
Loan
Date
Item
Check-In
Date
Item
Return
Date
Borrowing
Request
Status
Filled
/
not
filled

 

Lending Requests

This page has Three subpages:

Lending Counts by Lending/Borrowing Library

The UBorrow lending requests counts reports provide detailed analytics on library lending activities.
- It includes data such as:

  1. Total mediated and unmediated requests. 

  2. Number of items borrowed and lent by each library.

If you need help with that, feel free to ask!

Prompts:

Date Filter Filter report results by one of date options. Date options can be "Current Academic Year", "Current Fiscal Year", or other options date.
Reports:

This page contains one report.

UBorrow lending requests:

UBorrow lending requests
Lending Library Name Borrowing Library Name Filled Requests Unfilled requests Total requests

 

Lending Counts by Library/Location at Time of Loan

The UBorrow lending requests counts reports provide detailed analytics on library lending activities.
- It includes data such as:

  1. Total mediated and unmediated lending requests. 

  2. Number of items lent by each library.

If you need help with that, feel free to ask!

Prompts:

Date Filter Filter report results by one of date options. Date options can be "Current Academic Year", "Current Fiscal Year", or other options date.

Reports:

This page contains one report.

UBorrow lending requests:

This report shows the following columns

UBorrow lending requests
Lending Library Name Library Name--Location at time of loan Location Name--Location at time of loan Filled Requests Unfilled Requests Total requests

 

Lending Counts by Material Type

The UBorrow lending requests counts reports provide detailed analytics on library lending activities.
- It includes data such as:

  1. Total mediated and unmediated requests by resource types. 

If you need help with that, feel free to ask!

Prompts:

Date Filter Filter report results by one of date options. Date options can be "Current Academic Year", "Current Fiscal Year", or other options date.

Reports:

This page contains one report.

UBorrow lending requests
Resource type (Book/Media) Filled Requests Unfilled requests Total requests

 

Lending Requests List

The UBorrow borrowing list report provides detailed report on library UBorrow transactions.
- It includes data on:

  1. Title list of requests filled within a specified period.

  2. UBorrow requests dates.

  3. Borrowing requests status.

  4. UBorrow requests by material types.

If you need help with that, feel free to ask!

Prompts:

Date Filter Filter report results by one of date options. Date options can be "Current Academic Year", "Current Fiscal Year", or other options date.

Reports:

This page contains one report.

UBorrow Lending requests:

This report shows the following columns

UBorrow Lending requests
Lending
Library
Name
Internal
Id
External
Identifier
Borrowing
Library
Name
Lending
Creation
Date
Library
Name-
-Location at
time of 
loan
Title MMS
ID
Item
Arrival
Date
Item
Return
Date
Resource
type
(Book
/Media)
Lending
Request
Status
Filled
/not
filled
Days
to
Fill

 

Lending Requests in-Transit

The Florida UBorrow in transit report in Alma Analytics is designed to track and manage items that are being transferred between libraries within the UBorrow system.
- It includes data on:

  1. Tracking Items: monitoring items that are marked as "in transit"

  2. Titles list: list titles that are marked as "in transit"

If you need help with that, feel free to ask!

Prompts: No prompts for this report

 

Reports:

This page contains one report.

UBorrow Lending Requests--in transit items:

This report shows the following columns

UBorrow Lending Requests--in transit items
Library
Name
(Active)
Location
Name
Partner
Name
MMS
Id
Item
Barcode
Title Permanent
Call
Number
Lending
Creation
Date
Item
Sent
Date
Item
Return
Date
Received
Date
Lending
Request
Status
Overdue