[Wactclc-alma] Analytics reports on Reserves expenditures

Thu Apr 8 13:13:54 PDT 2021

It looks like what we need to do may be possible to do by adding instructors as interested users on POs. We are already using reporting codes, and the feedback I'm getting from librarians locally is that they don't see a use for course-level specificity- division level as indicated by primary reporting code is good enough.

Personally, I would like to enter data in such a way that we can get that information if we do want it later, but we aren't currently adding streaming films to reading lists, and this is most of what we want to track. I've added some to lists to test whether it boosted those records in search results- it did not appear to- but it would be a project to add the others. Of course, it would also be a project to add them as interested users. It would be pretty easy to copy the notes to a different notes field, but they wouldn't be normalized, so sorting on that field would be ... suboptimal.

I don't know how helpful I would be in figuring out how to best track Reserves in Analytics, but I'm always up for looking at an interesting problem:)

thanks,
sj

Saint-Jean Devereux
Library Technical Services

Shoreline Community College
library.shoreline.edu  |  206.546.6962
Pronouns: he, him / they, them

The library will be operating remotely until further notice. The best way to reach me in the interim is via email.

I welcome VSRE emails. More at http://vsre.info<http://vsre.info/>

________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Guidry, Wade <WadeG at bigbend.edu>
Sent: Wednesday, April 7, 2021 9:36 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Analytics reports on Reserves expenditures

[ CAUTION: This email originated from outside Shoreline Community College. Do not click links or open attachments unless you recognize the sender and know the content is safe. ]

SJ,

A different approach…

Can you create an analysis in course reserves that lists course / instructutor / MMSID / title of the streaming titles you’re interested in reporting on?

If so, we might be able to combine that analysis with one from acquisitions to capture price for those titles.

If you can save that analysis in your environment, post back its name/location, and I’ll take a look.

Wade Guidry

Library Consortium Services Manager, WACTCLC

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

(509) 760-4474

http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>

My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Tuesday, April 6, 2021 2:13 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Analytics reports on Reserves expenditures

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

SJ,

Do you have room in your acquisitions reporting codes for course, instructor, or course/instructor, maybe at the tertiary level?

It would sort of depend on whether those streaming titles are part of a package, or if you are ordering them individually, so that you could use a course/instructor reporting code.

Wade Guidry

Library Consortium Services Manager, WACTCLC

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

(509) 760-4474

http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>

My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Tuesday, April 6, 2021 12:50 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Analytics reports on Reserves expenditures

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

SJ,

We haven’t done anything like this yet but we may need to in the not terribly distant future.  I’ve got 2 suggestions that you can take or leave as you see fit:

  1.  This might be a good topic for a deep-dive Thursday call
  2.  Our Reserves folks are doing regular calls together on Fridays to work on things like how to make good use of Analytics reporting for Reserves.  Would you be interested in joining a call or two with us? If we need to figure this out and you need to figure this out, putting our brains together might help us all.

It will be ok!

Kirsti S. Thomas

Library Technical Services Manager

Seattle Colleges

kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Devereux, Saint-Jean
Sent: Thursday, April 1, 2021 14:04
To: wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Analytics reports on Reserves expenditures

Hi All,

I'm trying to decide where to store instructor and course info for our streaming films so it can be queried in analytics to see things like expenditures per course or instructor.

We can query at the department level with ledgers and reporting codes, but I'd like to get more granular if I can, and I haven't successfully built any reports linking Funds Expenditure and Course Reserves subject areas.

Some of the portfolio notes are accessible via analytics, and Funds Expenditure and E-Inventory subject areas are relatively easy to combine, but the notes are free text fields, so that's less than ideal.

Has anyone successfully built any reports they are willing to share that analyze expenditure on reserves?

thanks!

regards,

Saint-Jean Devereux
Library Technical Services

Shoreline Community College
library.shoreline.edu  |  206.546.6962
Pronouns: he, him / they, them

The library will be operating remotely until further notice. The best way to reach me in the interim is via email.

I welcome VSRE emails. More at http://vsre.info<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fvsre.info%2F&data=04%7C01%7C%7Cbdad6926d87041bbc06208d8f551c935%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637529078907309729%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=y9LWTdj4yMTr%2BhYF4BJ8S6ei3f6z4GjFrA0sZFJBavc%3D&reserved=0>

CAUTION: This email originated outside of the Seattle Colleges’ email system. Do not click links or open attachments unless you recognize the sender and know the content is safe. Questions? Contact IT Services at x6333 (Central), x3630 (North), x5844 (South) or email ITHelp at seattlecolleges.edu<mailto:ITHelp at seattlecolleges.edu>.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20210408/3b343cdf/attachment-0002.html>