1 overview suny business intelligence initiative (sbii) library dashboards circulation analysis...

1

Overview

SUNY Business Intelligence Initiative (SBII) Library Dashboards

Circulation AnalysisCollection Analysis

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

2

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

3

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

4

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.

5

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)

6

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

7

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.

8

Collection Analysis DashboardSeven 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.

9

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).

10

Workflow1. 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 11

• open your web browser

• connect to http://www.suny.edu/analytics

12

Connecting

13

Choose Your Campus from the Menu

14

Enter your CAMPUS Username and Password

You May See Business Intelligence Home Page

15

-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”**

What You See First:What You See First:Circulation Analysis Intro DashboardCirculation Analysis Intro Dashboard

Circulation Analysis

Organizes circulation activities by:

– subject– format– language– other bibliographic elements– publication year– categories of patrons

18

The SUNY-Wide Circulation Overview Provides SUNY_Wide Reports

Multiple Views Allowed

19

SUNY-Wide Circulation by Division

20

SUNY-Wide Workflow

For SUNY-Wide reports:

• log-on

• choose Circulation Analysis or Collection Analysis

• choose Overview

• select reports

21

Campus or SUNY Subset Workflow

• log-on

• choose Circulation or Collection Analysis

• choose Prompts Page

• select filters

22

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

23

Prompts Page for Filtering

24

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.

25

Three Selection Groups

• The prompt columns have been divided into three Selection Groups:

– Campus Selections– Bibliographic Selections– Other Selections

26

Prompts Page Selections

• Campus Selections– Campus Type Description - based on SUNY

System Administration definitions– Campus Name– 3R Region

• LAND Zone

27

Bibliographic Selections– Division– Category– Format– Secondary Format– Language– Reproduction Type– Target Audience– Government/Non-Government Type

28

Other Prompts Selections

– Circulation Year– Publication Year Range– Publication Year– Lending Policy

29

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 their own categories.

30

Choose a Selection Category …

31

32

Select, Apply

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.

33

# of Bib Records Changes as You Select Criteria

34

After Selection Prompts

35

Example of a Filtered Report

36

Print/Save to PDF or HTML

37

PDF Printing Example

38

HTML Printing Example

39

Many Download Format Options

40

You have several download options; the data will be saved in the described formats with the appropriate file name extensions:

Download Data Offers Multiple Formats

41

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:

Jump in and Try it Out

At this point you should be ready to log in and try out the reports!

42

If You Have Questions

• Questions may be directed to Footprints:

http://service.sunyconnect.suny.edu/footprints/help.html

Choose Service Task: SBII Library Dashboards

43