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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.

Introduction

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

Login to Alma Analytics and go to /shared/Network 01FALSC_NETWORK/Dashboards/ and open Borrowing and lending requests dashboard (RapidILL, UBorrow, and Alma ILL).
 
 
 

Borrowing and Lending Dashboard Details

Alma Borrowing Counts

This page has three subpages:

 

Borrowing Requests Counts by Request System Type (RapidILL, UBorrow, other Alma Requests)

This borrowing counts report provides detailed analytics on library borrowing requests on Alma and RapidILL.
- 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 request creation date. Default values are the first and last dates of the last physical year.

Reports:

This page contains one report.

Borrowing requests:

The report shows the following columns

Borrowing requests normalized
  Num of Requests  
Request System Lending Institution Filled In Progress Not filled Num of Requests Total

Borrowing Requests Counts by Request Type (Physical, Digital)

A borrowing requests report of lending institution categorized by request material type.
- It includes data on:

  1. Number of filled, unfilled, and in progress requests: counts all borrowing requests by lending institution and request material type.

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

Prompts:

Date Filter Filter request creation date. Default values are the first and last dates of the last physical year.

Reports:

This page contains one report.

Borrowing Requests by Request Type (Physical and Digital):

The report shows the following columns

Borrowing Requests by Request Type (Physical and Digital)
  Num of Requests  
Request Type Lending Institution Filled In Progress Not filled Num of Requests Total

 

Borrowing Requests Counts by Borrowing Library

The borrowing requests counts by borrowing library report provides numbers of loan requests by library and lending institution.
- It includes data on:

  1. Borrowing Library and lending institution: lists all borrowing and lending libraries and the corresponding number of requests.

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

Prompts:

Date Filter Filter request creation date. Default values are the first and last dates of the last physical year.

Reports:

This page contains one report.

Borrowing requests normalized (RapidILL, UBorrow, other Alma ILL):

The report shows the following columns

Borrowing requests normalized (RapidILL, UBorrow, other Alma ILL)​​​​​​​
  Num of Requests  
Borrowing Library Lending Institution Filled In Progress Not filled Num of Requests Total

Borrowing Requests List

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

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

  2. Time date and time of borrowing requests.

  3. Borrowing requests status.

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

Prompts:

Date range  Filter request creation date. Default values are the first and last dates of the last physical year.

Reports:

This page contains one report.

Borrowing requests normalized (RapidILL, UBorrow, other Alma ILL):

This report shows the following columns

Borrowing requests normalized (RapidILL, UBorrow, other Alma ILL)

Columns:

  • Internal Id
  • External Identifier
  • Request System Type
  • Request Type
  • Borrowing Library
  • Lending Institution
  • Lending Library
  • Borrowing Request Status
  • Is Filled
  • Locate Status
  • Cancelation Reason
  • User Group
  • Additional Notes
  • Borrowing Creation Date
  • Requester Sending Date (Calendar)
  • Request Non-Fulfilled Date (Calendar)
  • Shipping Date (Calendar)
  • Item Arrival Date (Calendar)
  • Digital Resource First Access Date (Calendar)
  • Item Loan Date (Calendar)
  • Item Check-In Date (Calendar)
  • Item Return Date (Calendar)
  • MMS Id
  • Journal Tile
  • Title
  • Author
  • Volume
  • Issue
  • Chapter Number
  • Chapter Title
  • Pages

 

Lending Requests

This page has Three subpages:

Lending Counts by Lending/Borrowing Library

The UBorrow lending requests 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 request creation date. Default values are the first and last dates of the last physical year.
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 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.

  3. Items' location at time of loan.

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

Prompts:

Date Filter Filter request creation date. Default values are the first and last dates of the last physical year.

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 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 request creation date. Default values are the first and last dates of the last physical year.

Reports:

This page contains one report.

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

 

Alma Lending Requests List

This page has two subpages:

Lending Requests List

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

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

  2. Borrowing requests dates.

  3. Borrowing requests status.

  4. Borrowing requests by material types.

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

Prompts:

Date Filter Filter request creation date. Default values are the first and last dates of the last physical year.

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:

Date Filter Filter request creation date. Default values are the first and last dates of the last physical year.

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

 

RapidILL Borrowing and Lending Requests from RapidILL Admin

This page has two subpages:

RapidILL Borrowing Stats (From RapidILL Admin)

This report shows the RapidILL statistics that are requested only by RapidILL Admin username. This report can be beneficial for users in several ways:

  1. Resource Allocation: Understanding the fill rates and unfilled requests can guide institutions in allocating resources more effectively to meet user needs.

  2. Transparency: It offers a clear view of how borrowing requests are handled, promoting transparency and accountability within the institution.

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

Prompts:

Institution Name This is an initial prompt that appears before running the report. This prompt works better from NZ not IZ.
Year This is an in-line dropdown list that allows the user to filter the report with fiscal years.

Reports:

This page contains one report.

RapidILL borrowing stats (from RapidILL admin)

The report shows the following columns

 

RapidILL Borrowing Stats (from RapidILL admin)  
Institution
Name
Alma
Institution
ID
Rapid
Code
Borrowing
Requests
Borrowing
Filled
Borrowing
Unfilled

Borrowing
other disposition
(pending, canceled, etc.)

%filled %unfilled % other
disposition
(pending, canceled, etc.)

RapidILL Lending Stats (From RapidILL Admin)

This report shows the RapidILL lending statistics that are requested only by RapidILL Admin username. This report can be beneficial for users in several ways:

  1. Performance Insights: Users can see how well their institution is performing in terms of borrowing requests and fulfillment rates. This can help identify areas for improvement or highlight successful practices.

  2. Decision Making: The report provides data that can support strategic decisions regarding library services, partnerships, and resource management.

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

Prompts:

Institution Name This is an initial prompt that appears before running the report. This prompt works better from NZ not IZ.
Year This is an in-line dropdown list that allows the user to filter the report with fiscal years.

Reports:

This page contains one report.

RapidILL lending stats (from RapidILL admin)

The report shows the following columns

 

RapidILL Lending Stats (from RapidILL admin)  
Institution
Name
Alma
Institution
ID
Rapid
Code
Borrowing
Requests
Borrowing
Filled
Borrowing
Unfilled

Borrowing
other disposition
(pending, canceled, etc.)

%filled %unfilled % other
disposition
(pending, canceled, etc.)