UTEP Alma Training

Homework: 

Verify you have Analytics in your Alma account and can see "Access Analytics." If you do not, you must email Joy by May 30th at 8 AM to have permissions added.

Class Recording: Not trimmed or edited

Homework: 

Make sure you can see "Manage Sets" in your Alma account. If you do not, you must notify Joy by June 13th at 8 AM to have permissions added.

Familiarize yourself with the general terminology for Analytics: ExL Documentataion.

Class Recording: Not trimmed or edited

Homework: 

Familiarize yourself with the general terminology for Analytics: ExL Documentataion.

Class Recording: Not trimmed or edited

Homework: 

Staff should come with ideas of what reports they would like to pull, printouts, or links for records, and can send samples to me 2 days in advance. Any samples received will be incorporated into the training.

Class Recording: Not trimmed or edited

Homework: 

Staff should come with ideas of what reports they would like to pull, printouts, or links for records, and can send samples to me 2 days in advance. Any samples received will be incorporated into the training.

Class Recording: Not trimmed or edited

*Hi All, I forgot to hit record on this one. I will create another recording of this to add. -Joy

Homework: 

Staff should come with ideas of what reports they would like to pull, printouts, or links for records, and can send samples to me 2 days in advance. Any samples received will be incorporated into the training.

Class Recording: Not trimmed or edited

Homework: 

Bring sets or reports you want to download and fine tune in Excel. At least 2 reports so you can follow along with me and practice with the second report.

Class Recording: Not trimmed or edited

😎 yup I misspelled analytics, It's fixed on the slides though 😅

Homework/Needed for the class: at least two reports and all reports being used should be saved in the Shared Folders in Analytics.

Class Recording: Not trimmed or edited

NEEDED FOR CLASS: Access to Alma Analytics

Class Recordings + "Minis"

Alma 1: Folder Creation & Maintenance Mini Part 1 (No Audio) 2:43 mins

Alma 1: Folder Creation & Maintenance Mini Part 1.1 (With Audio & explanations) 7:48 mins [sorry so long]

Alma 1: Alma Widget Clean-Up Mini Part 2 (with Audio) 3:28 min.

NEEDED FOR CLASS: Know your reporting codes and figure out who had your subjects before you in FY22-23 (does not apply to everyone)

Class Recordings + "Minis"

Alma 2: Basics of Getting an Analytics Report started (With Audio) 12:11 mins

NEEDED FOR CLASS: Bring a completed report for subject (homework from training 2)

Class Recordings + "Minis"

How to add Currency symbols and decimals to a Column with Money 🤑 (2:05 mins)

How to hide a column in Analytics that has a filter (1:33 mins)

NEEDED FOR CLASS: Any report for subject(s) from class 2 or 3 (must be saved in Shared Folders & remember location)

Homework: Create an E-Inventory report to pull your eBook orders. In class, we will finalize the report and then add them to the dashboard widgets.

Class Recordings + "Minis"

NEEDED FOR CLASS: Call number range(s) for subject(s) (use Approval profile; go to Cataloging if call numbers are not defined).

Class Recordings + "Minis"

NEEDED FOR CLASS: Bring subject-specific reports from training 2, 3, 5

Class Recordings + "Minis"

How to change a column heading in Analytics (1:55 mins)

How to Total up a Column in Analytics (2:51 mins)

How to combine two datasets with Merge Tool in Excel (YouTube) (14:44 mins)

-Used to combine two matching columns in Excel from two different tables or spreadsheets. Some clean-up of information in columns is shown.

Creating a report with URLs from the E-Inventory Subject Area (Using Merge Tool in Excel) Part 1 (6:11 mins)

Creating a report with URLs from the E-Inventory Subject Area (Using Merge Tool in Excel) Part 2 (7:32 mins)

Creating a report with URLs from the E-Inventory Subject Area (Using Merge Tool in Excel) Part 3 (11:14 mins)