Transcript Starting from SUNY Web Site http://www.suny.edu

Overview
SUNY Business Intelligence Initiative
(SBII) Library Dashboards
Circulation Analysis
Collection Analysis
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What is SBII?
• The SUNY Business Intelligence Initiative (SBII)
is a SUNY-wide effort to provide data analysis
and reporting tools for a wide range of university
information. SBII is using the Oracle Business
Intelligence Suite Enterprise Edition (OBIEE)
software tools. An article in SUNYergy provides
an overview of the project:
• http://www.sunyconnect.suny.edu/sunyergy/40SBII.htm
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Purpose of the Circulation
and Collection Reports
• analyze and compare aggregate holdings
– SUNY-wide
– by SUNY sectors, by regions, and campus defined
peer groups
• compare data between/among selected campuses and
sectors/regions
• access collection usage using circulation information
• analyze circulation activity by patron status
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Purpose of the Reports cont’d
• analyze collections, circulation activity and
patron status usage by subject, publication date,
language, format, other qualifiers (secondary
formats, material description, target audience,
form of item, government publication)
• determine collection age and rate of growth
• view overlaps and gaps of the SUNY Library
Collection
• identify unique campus holdings
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Not a Campus-Specific Tool
• The goal of these dashboards is to provide
for SUNY wide collection analysis rather
than create a specific campus reporting
tool.
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56 Campuses, All Bib Records,
5 Years Circulation
The data available for reports is:
• taken from 56 of the campuses on the shared
Aleph servers (3 of the U Centers and Alfred U are not included)
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See “Library Data Details”
Link for More
• For a detailed description of the oracle
tables and fields used in this project,
please see the “Library Data Details” link
to the MS Word Document
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Circulation Analysis Dashboard
Seven Dashboard Pages were created to help
analyze and compare circulation activity by
most of the attributes identified in the
Collection Analysis Dashboard. In addition,
circulation activity can be analyzed by year of
circulation, patron type and by lending policy.
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Collection Analysis Dashboard
Seven Dashboard Pages were created to help
analyze and compare bibliographic holdings
SUNY-wide, by sectors and regions, and with
selected campuses. The analysis includes
identification of unique holdings and overlap
of holdings among campuses; review of
collections’ ages and rate of growth based on
publication dates; and the ability to filter by a
variety of attributes including subject areas,
language, and format.
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All Dashboard Pages Offer:
• Introduction Page - each of the Library Dashboards has
an Introduction Page which provides information on the
Pages associated with that Dashboard.
• Print/Download Options – are available from each
Dashboard Page and from the Title Details Report.
– Printing options are available in HTML and PDF formats.
Download options include output to .csv format, Excel,
Powerpoint, and Web Page (MHTML).
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Workflow
1. connect your web browser to: http://www.suny.edu/analytics
2. log-in with your campus username and password
3. select Circulation Analysis or Collection Analysis from the
Business Intelligence Utilization navigation menu
4. review the Introduction dashboard and decide which report
you need
5. go to the Prompts dashboard and select the criteria for
filtering your reports (Overview reports do not need Prompt
filters)
6. select a dashboard and run the reports you need
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Connecting
• open your web browser
• connect to
http://www.suny.edu/analytics
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Choose Your Campus from the Menu
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Enter your CAMPUS Username and Password
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You May See Business Intelligence Home Page
-you can click on Dashboards, then Circulation Analysis or Collection
Analysis (the other reports are for other SUNY divisions)
**these options may appear under the heading entitled “Library”**
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What You See First:
Circulation Analysis Intro Dashboard
Circulation Analysis
Organizes circulation activities by:
– subject
– format
– language
– other bibliographic elements
– publication year
– categories of patrons
The SUNY-Wide Circulation Overview Provides
SUNY_Wide Reports
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Multiple Views Allowed
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SUNY-Wide Circulation by Division
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SUNY-Wide Workflow
For SUNY-Wide reports:
• log-on
• choose Circulation Analysis or
Collection Analysis
• choose Overview
• select reports
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Campus or SUNY Subset Workflow
•
•
•
•
log-on
choose Circulation or Collection Analysis
choose Prompts Page
select filters
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Prompts Page is for Filtering
– Enables the report user to apply filters to
data that will display on subsequent
Dashboard pages
– Allows for significant flexibility in report
generation
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Prompts Page for Filtering
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Using the Prompts Page
• You do not need to set values for every prompt. You
can set any combination of prompts that you desire,
leaving the rest blank. If you do not set a value for a
given prompt, then the data will not contain any filters on
that given prompt column.
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Three Selection Groups
• The prompt columns have been divided into
three Selection Groups:
– Campus Selections
– Bibliographic Selections
– Other Selections
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Prompts Page Selections
• Campus Selections
– Campus Type Description - based on SUNY
System Administration definitions
– Campus Name
– 3R Region
• LAND Zone
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Bibliographic Selections
– Division
– Category
– Format
– Secondary Format
– Language
– Reproduction Type
– Target Audience
– Government/Non-Government Type
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Other Prompts Selections
– Circulation Year
– Publication Year Range
– Publication Year
– Lending Policy
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Making Your Prompts Selections
• Make your selections from one of the 3 Selections
categories
• In the Selection pop-up window, be sure to click OK
to exit after making your choices
• After exiting the Selection window, click the Go button
to save your Selections before moving on to a new
category.
• NOTE: All prompt selections are constrained only within
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their own categories.
Choose a Selection Category …
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Select, Apply
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Matching Bib Records Dynamic Display
• After pressing any of the Go buttons, a message below the prompts
will display the number of Matching Bib Records Found based on
your selected criteria.
• The dynamic list value filtering does not exist between columns in
different Selection Groups, it only occurs for columns within the
same Selection Group.
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# of Bib Records Changes as
You Select Criteria
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After Selection Prompts
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Example of a Filtered Report
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Print/Save to PDF or HTML
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PDF Printing Example
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HTML Printing Example
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Many Download Format Options
You have several download options; the data will be saved in the described
formats with the appropriate file name extensions:
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Download Data Offers Multiple Formats
The Download Data options saves the report in a Comma Separated
Value, or Tab delimited Format or XML format, thereby allowing it to be
opened in applications other than Excel:
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Jump in and Try it Out
At this point you should be ready to log in
and try out the reports!
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If You Have Questions
• Questions may be directed to Footprints:
http://service.sunyconnect.suny.edu/footprints/help.html
Choose Service Task: SBII Library Dashboards
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