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How to create an analytics widget and add it to the Alma dashboard

Yoel KortickSenior Librarian, Ex Libris

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Agenda

• Introduction• Creating an analytics object• Choosing the widget

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Introduction

• There may be cases where the library has created a useful chart or graph in Alma analytics and certain librarians will want to see it on their Alma dashboard.

• This may be done by creating a Widget and then each librarian can choose to have it display in his or her Alma dashboard

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Introduction

• In our case we will use a graph of the average days to arrival per vendor.

• The graph is part of a report called “SS Items ordered with sent date and receiving date and TIMESTAMPDIFF and average” in directory “/Shared Folders/Alma University/Reports/Igelu 2014/”

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Introduction

• This is the graph we want to display as the Widget

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Agenda

• Introduction• Creating an analytics object• Choosing the widget

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Creating an analytics object

• From the Alma menu under the ‘Administration” column we will choose “Analytics > Configuration Menu”

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Creating an analytics object

• Then we will choose “Analytics Object List” and “Add new Analytics Object”

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Creating an analytics object

• After clicking “Add new Analytics Object” fill in relevant information

The folder and report which we want to be in the widget

Specify that it is type widget

A relevant title and description

These are the roles which a user must have in order to be able to choose the Widget

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Agenda

• Introduction• Creating an analytics object• Choosing the widget

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Choosing the widget

• To choose a widget a user selects “Add Widget” from the Alma Dashboard

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Choosing the widget

• The user then sees the possible widgets he may add depending on his roles (which were added previously as part of the widget).

Click here to activate it

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Choosing the widget

• Now it appears on the Alma Dashboard and can also be opened in a new window

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Choosing the widget

• Here it is after clicking “Open in a new window”

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THANK YOU!

xxxx.xxxx@exlibrisgroup.com