Table of Contents | ||
---|---|---|
|
Info |
---|
This page is a draft policy on Analytics role assignment and is not yet complete. |
Alma has a built-in reporting tool called Alma Analytics. Staff who need to create or design reports need an Alma Analytics role or role(s) assigned to them.
Assigning these roles is handled separately from the profile assigned to a job role, as reporting duties through its own policy, since reporting responsibilities can vary among specific folks with similar jobs.
Creating Reports
What kinds of access can be granted
...
How to decide which roles are needed for a staff member
Requests must come from a staff member’s supervisor or manager. Managers may request that their staff be assigned one or more Designs Analytics roles based on the business needs of the department. LSIS will review the request, and if there are any concerns with
If managers determine Requesting Analytics permissions must follow the general process for requesting roles. Requesting Alma access and roles for new and continuing library staff
If it is determined that a staff member needs reporting access to all three areas, or needs access to an analytics subject area otherwise not included in the more granular roles, the staff member should be assigned Designs Analytics.
Please note the following guidance in determining needed roles:what roles to request for a staff member.
If a staff member needs access to report create reports on Work Orders, they need access to Designs Analytics - Fulfillment or Designs Analytics so that they can report on the Requests subject area.
If a staff member reports on how items are used, but only needs usage measures over time, that data is included in the Physical Items subject area, part of Designs Analytics - Resources.
If a staff member needs to able to report on Leganto usage, they need Designs Analytics, as Leganto is not included in any of the more granular roles.
...
Analytics users who need to create reports must also have a Designs Analytics role of some type; just granting Analytics Administrator will not let them create reports.
Staff who have a Designs Analytics granular role or the full Designs Analytics role will be able to see and use reports and dashboards from within Analytics > Access Analytics, and be able to use Analytics Objects that they have access to via Analytics > My Analytics. They will be able to export report results and share those exports with others.
Guidance for granting Analytics Administrator permissions
In May 2024, the Library Services Platform Steering Group gave the following guidance of use of Analytics Administrator:
Requests for the Analytics Administrator role should be mediated through a staff member’s manager, who is best able to judge who in their area needs the ability to schedule reports and create Analytics objects.
If you need access to be able to schedule and share reports, your manager should request that access for you.
User Administrators
If the staff member needs analytics permissions, use the individual granular permission, or use one of these role profiles:
...
If a staff member needs Analytics Administrator, assign Analytics Administrator directly.
Change log
Date | Description of changes | Updated by |
---|---|---|
| Text improvements under “How to decide which roles are needed for a staff member” to reduce documentation maintenance over time | |
| Removed “draft” labeling. Removed text that is duplicative of Requesting Alma access and roles for new and continuing library staff | |