Home

User`s Manual Template

1. Initial Screen oooooooooncnnnncnnnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnos 5 12 3 2 2 eBook audioBook Insights Maps OD Description 5 13 3 2 3 eBook amp audioBook Insights Maps OD Library Information 5 14 3 2 4 eBook audioBook Insights Maps OD Patron Data to be Analyzed 5 14 3 2 5 eBook audioBook Insights Maps OD OverDrive Data to be Analyzed 5 17 5 2 6 eBook amp audioBook Insights Maps OD Geographic Area to be Analyzed 5 20 AOD User s Manual Page iv 1 0 General Information 1 0 GENERAL INFORMATION AoD User s Manual 2 0 System Summary 1 0 GENERAL INFORMATION 1 1 System Overview Analytics on Demand AOD is a web based access product whereby a library subscribes to specific software applications hereafter referred to as apps to analyze data extracted from electronic platforms used at their library These platforms can be their Integrated Library System ILS their eBook platform s like OverDrive and or 3M their periodical platform Zinio or any other electronic platform that data can be extracted from Access to AOD is through the Analytics Gallery via a username password Once users log in they can access apps that they subscribe to and execute them by uploading data files to the apps The data files are transmitted to the cloud via an encrypted data channel
2. 5 0 eBooks amp audiobooks Insights eBook and audiobook Insights Maps OD optional Job Name Od Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed ide bodi iki slds RDSI SR ao o one we geo onpa ere ero MEUY UUM a I Metro CBSAs TIGER based I Metro CBSAs by State 1 1 Metro CBSAs by State TIGER based I Micro CBSAs C Micro CBSAs TIGER based C Micro CBSAs by State I Micro CBSAs by State TIGER based I Places C Sectional Centers ma HI Otatae m Patron Filter Click a radio button to determine which patrons to use in the analysis Geo Area Selected Only 9 Analyze all patrons this is the default Previous Run The patron filter looks at whether patrons live inside or outside the library service area The default includes all patrons regardless of where they live Clicking Geo Area Selected Only includes patron only 1f their addresses lie within the service area geography you defined earlier Patron Filter Click a radio button to determine which patrons to use in the analysis Analyze all patrons this is the default Analyze patrons within geographies selected Run Setting the patron filer is the final step in this process Click Run on the lower left side of the screen to begin the analysis When the analysis completes the following message will appear on screen 1f you are still logged on The Job eBook
3. Uses Mosaic lifestyle customer market segmentation on a household basis with more than 71 types and 19 groupings e Demographic Overview Includes an analysis of the library community s demographic data from the 2010 Census a current view and a 5 year forecast of key variables e Patron Analysis Demographics Shows library activity based on location household composition dwelling type and other variables 3 1 1 Patron Profiles Initial Screen The following screen appears when you click the Patron Profiles Public app analytics BALE Learning Welcome LE Library Public Gallery v Patron Profiles Public vz GALE Cengage Learning Mike Weaver Collections a C Uploat ed 1 i onth ago S 2 p A t K lt Collection Intelligence analuti Run 22 times Private Studio lt Patron Profiles 2 Book and Audiobook CI Sharing Y Insights OD New Collection This application provides a demographic and lifestyle segmentation profile of the patrons associated with a library location There are two input steps to the application In Step 1 the user enters a library address In Step 2 the user selects a patron file and fields identifying patron address checkout metrics and recency of checkout filters In Step 3 the user selects geographies to define a library trade area App Results The user has the option to run the analysis on patron activity date top customers and only those that fall within the def
4. genre and location codes In Step 3 the user selects the data files to be analyzed In Step 4 the user has the option to select specific geographies on which to run the analysis or to run the analysis on all checkout data contained in the input file This application produces a pdf file AoD User s Manual Page 4 12 4 0 Collection Intelligence Public e Listing of previous reports As discussed in Section 2 2 2 this list includes previous results that you did not delete which are currently stored on the Amazon cloud server 4 2 2 Collection Intelligence Maps Description When you click the following screen appears Note that the screen displays five tabs Some apps may have more or fewer tabs The Description tab explains what is required to run the app including a high level overview of the commands Collection Intelligence Public Maps opionai ob Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed The Material and Genre Analysis report will allow you to analyze your patron borrowing in several different ways by geography by item type and by subject genre LIBRARY INFORMATION You will be asked to enter your library name and address This is used for labeling as well as plotting the location of your library on the map DATA TO BE ANALYZED Upload a collection file that you previously saved to your hard drive This file M
5. group 2 3 3 Spatial Data TomTom Address Points Streetware Geocoder ZIP 4 Coder CASS and Drivetime engine Alteryx Maps These products provide a visual display or add spatial dimension to files through address cleansing geocoding and drive time creation Address Points includes more than 80 million parcel centroids A parcel is the property boundary of an address most of the points in the database are the centroid of the property boundary However some of the points are edited by TomTom to rooftop accuracy and can enhance geocoding results Alteryx Maps enhances mapping with atlas like reference layers Geocoder adds a spatial object latitude longitude to addresses for visualization and data retrieval processes ZIP 4 Coder adds spatial objects at multiple levels ZIP Code ZIP 2 and ZIP 4 AoD User s Manual Page 2 7 2 0 Getting Started CASS offers address clean up and standardization for better data matching processes and geocoding Guzzler creates drive time polygons or measurements between points based upon distance or speed for visualization and reporting 2 3 3 Data Update Schedule TomTom Geocoding Data ee a a NINE INN TomTom Mapping Data Drivetime Engine Experian CAPE Demographics Mosaic Segmentation Simmons Behavioral Data Experian HH File Spatial Data Designer Update Week of Jun 16 Week of Sep 15 Gallery Update Week of Jun 30 Week of Sep 30 Week of Dec 30 Week of Mar 30
6. Browse to select the patron file associated with the library location Use the drop down boxes to select the patron name street address city state zip total checkouts and last active date fields Please select file and fields koj Browse TOTAL CHECKOUTS STREET ADDRESS CITY STATE ZIP CODE LAST ACTIVE DATE Previous Next Browse Once you select the address radio button the next step is to click the button to browse input files located on your hard drive and or network drive for uploading This process is very similar to attaching a document to an email After clicking Browse a pop up screen appears and asks you to identify the directory where the input file is located Note You must have already extracted your input file from your ILS before accessing the app It is also critical that the format of the input file is identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care AoD User s Manual Page 3 5 3 0 Patron Profiles Public As shown in the following screenshot when the pop up screen appears you must select a file on your 9 hard drive or network drive to upload into AOD Patron Profiles Public optional Job Name Description Library Information Data to be Analyzed Geographic Area to be Analyzed Select patron file and fie
7. CASS Feb Apr Jun Aug Oct Dec 2 4 AOD Data Security 2 4 1 Cloud Storage Security e Amazon Web Services AWS is the cloud computing service Platform as a Service PaaS for the AOD Alteryx Analytics Gallery e AWS has a number of certification and accreditations with respect to the security of its hardware and supporting services See http aws amazon com security e AOD stores the output data file in a compressed proprietary schema in a NoSQL data warehouse until the user deletes the output file e Even if an attacker could obtain a copy or portion of the output report stored in the data warehouse they would lack the proprietary code to decrypt and use the data In addition the output report lacks detailed information on any specific library patron 2 4 2 Data Transfer e When an AOD application is run the file created is not permanently stored but rather used during run time and deleted immediately afterward The communication channel used to deliver a file to an application 1s an encrypted channel e The only output from running an application 1s a report that is saved until a user deletes it AoD User s Manual Page 2 8 2 0 Getting Started e All files and report outputs can only be viewed by a user who has logged into AOD to execute an application 2 4 3 Analytics Gallery e While any data is stored in a shared NoSQL data warehouse security firewalls and multiple permission levels prevent access to t
8. blended with external data and analyzed with the output in the form of an executive style report complete with tables charts and graphs the report can be downloaded to Excel for further manipulation These reports can be run in a multitude of variations based on an individual library s need There is no requirement to clean the data before it is uploaded in the app nor is it necessary to send sensitive data outside of the library Once the app completes the original data file used 1s automatically deleted This process is illustrated in Figure 1 Figure 1 Analytics on Demand Network Diagram a ae a E z E A air tl L Data Repository Demographics MOSAIC etc i seno ind Came G tu han CPX omara sn a s UTA e a Ad nt D D GALE CENGAGE Learning LOAOPLDES2eS272u0 2 zase AoD User s Manual Pase 1 1 2 0 System Summary 1 2 Points of Contact 1 2 1 Customer Care As a user of online resources from Gale part of Cengage Learning you are provided with an unparalleled level of personalized service and support at no extra cost to your library Your Customer Care Consultant is with you every step of the way Gale Customer Care is available to answer questions about e Running AOD apps e Sample data sets initially validated at setup e Training Contact Gale Customer Care at e gale customercare cengage com e Or email or call your Customer Care Consultant directly 1 2 2 Technical
9. 17 CCDs MCDs by County Census Tracts DC ongressional Districts 113th 3 5 Counties 9 17 DMA 3 17 DMA by State 2 17 Entire US 4 I Metro CBSAs 2 17 Metro CBSAs TIGER based Patron Filter Click a radio button to determine which patrons to use in the analysis Previous CI You can select geographies from the geography tree menu or upload a custom geography GIS file by first creating a custom geography in Gale s complimentary product DemographicsNow for Libraries If you are loading a previously saved custom geography from DemographicsNow for Libraries click the eee button at the top of the screen and locate the yxdb file the format of the saved DemographicsNow for Libraries custom geography file in the directory and select it by clicking the file When the file appears in the file window bypass the geography tree and move to the next filter which appears after the geography tree If selecting a geography from the geography tree first locate the type of geography to be loaded such as ZIP code county block group census tract or CBSA Next click the sign to expand the list and continue until you locate the geography you want If selecting from the geography tree you may select a single geography selection by clicking the box next to it A check mark will appear You may select multiple geographies by checking the box next to each one If you select multiple geographies they will be combined in the analysis Note I
10. 1s OK the correct one by clicking Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 6 sheet15 oK Cancel After you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down Select a field list to deselect the choice made and replace 1t with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field AoD User s Manual Page 5 16 5 0 eBooks amp audiobooks Insights Please select file and fields Gale Public Library 3000 PPxI sheei15 Browse LIBRARY CARD Selecta Field Selecta Field Street Number Street Name Street Suffix City State s ZIP Code So Address Mapped to ADDRESS Circ Active TOT CHKOUT Barcode Click NEM at the lower left side of the screen to proceed to the next tab 5 2 5 eBook 8 audioBook Insights Maps OD OverDrive Data to be Analyzed Your next step is to upload a data file typically an Excel file from your O
11. Support Gale s Technical Support is available for phone support 24 hours a day Reach Gale Technical Support at e 1 800 877 4253 option 4 e gale technicalsupport cengage com For additional resources and information visit http support gale com 1 3 Organization of the AOD User Guide The AOD User Guide is organized into five major sections The first section is General Information The second section Getting Started provides an overview of all administrative tasks and a general overview of the system Sections Three through Five are devoted to each AOD app 1 4 Acronyms and Abbreviations The following acronyms and abbreviations are used in this document AOD Analytics on Demand CBSA Core Based Statistical Area ILS Integrated Library System LMS Library Management System AoD User s Manual Page 1 2 2 0 Getting Started 2 0 GETTING STARTED AoD User s Manual 2 0 Getting Started 2 0 GETTING STARTED This section walks you through the AOD platform system from initiation through exit 2 1 Logging On and Logging Off Gale provides access to AOD through usernames and passwords When you enter AOD through the Gale provided URL in your access letter the following login page appears analytics gt GALE sign In s LS a gt CENGAGE Learning Public Gallery a Apps Private Studio Popular Latest Search apps 1 Collections i There are no apps that fit the search criteria Move your cu
12. and Audiobook Insights OD has completed successfully Please note that it is not necessary to wait until the analysis completes By clicking On the upper right side of the screen you can return to the original app screen and the analysis will run in the background You can also log out or execute another AOD app analysis If you want to make minor modifications and i a Re Run re run the analysis with a different filter select the Re Run button at the lower left side of the screen All your information is saved and you can modify any earlier choices to re run the analyis AoD User s Manual Page 5 21
13. appears Note that the screen displays four tabs Some apps may have more or fewer tabs The Description tab explains what is required to run the app including a high level overview of commands Patron Profiles Public optional ob Name Q Description Library Information Data to be Analyzed Geographic Area to be Analyzed The Patron Profile Analysis report will allow you to analyze your patrons in several different ways by geography by last active date by frequency of checkouts LIBRARY INFORMATION You will be asked to enter your library name and address This is used for labeling as well as plotting the location of your library on the map DATA TO BE ANALYZED Upload a patron file that you previously saved to your hard drive This file MUST have THREE pieces of information patron address total number of checkouts and the date they were last active GEOGRAPHIC AREA TO BE ANALYZED Select the geography of your library s trading area However you may select any geography to limit the analysis by a specific geography This can be by county zip code city block group census tracts or any other defined geography After selecting the geography you can elect to only analyze patrons that fall within that specific geography You may also select a custom geography created by DemographicsNow and upload it to set the geography of your library s trading area Select the active date of the patron group you want to analyze You can elect
14. breakdowns of library checkouts by format genre and location with correlation of format and genre checkouts among various patron demographic segments There are four input steps to the appoication In Step 1 the user enteres a library name and address In Step 2 th user may enter a file with the definitions of the format genre and location codes In Step 3 the user selects the data files to be analyzed In Step 4 the user has the option to select specific geographies on which to run the analysi or to run the analysis for all checkout data contained in the input file e Listing of previous reports As discussed in Section 2 2 2 this list includes previous results that you did not delete which are currently stored on the Amazon cloud server 4 1 2 Collection Intelligence Description When you click the following screen appears Note that the screen displays five tabs Some apps may have more or fewer tabs The Description tab explains what is required to run the app including a high level overview of the commands Collection Intelligence Public optional Job Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed The Material and Genre Analysis report will allow you to analyze your patron borrowing in several different ways by geography by item type and by subject genre LIBRARY INFORMATION You will be asked to enter your library name and a
15. file by first creating a custom geography in Gale s complimentary product DemographicsNow for Libraries If you are loading a previously saved custom geography from DemographicsNow for Libraries click the EI as button at the top of the screen and locate the yxdb file the format of the saved DemographicsNow for Libraries custom geography file in the directory and select it by clicking the file Once the file appears in the file window bypass the geography tree and move to the next filter which appears after the geography tree If selecting a geography from the geography tree first locate the type of geography to be loaded such as ZIP code county block group census tract or CBSA Next click the sign to expand the list and continue until you locate the geography you want You may select a single geography selection by clicking the box next to it A check mark will appear You may select multiple geographies by checking the box next to each one If you select multiple geographies they will be combined in the analysis Note If you are interested in a county do not select all its block groups The AOD system calculates the smallest geography first and adds each individual selection to it If you select all its block groups calculations may take hours After you select a geography scroll down the screen and to the final filter whether to include or exclude patrons outside the geography selected AoD User s Manual Page 5 20
16. generated e To identify the spatial GIS point of the library s location in order to map this on map views in the report e To calculate the drive time for each library patron from home to the library Patron Profiles Public optional Job Name 9 Description Library Information Data to be Analyzed Geographic Area to be Analyzed Enter library information Library Name Address City Two letter state code o digit zip code Previous Next AoD User s Manual Page 3 3 3 0 Patron Profiles Public Click st at the lower left side of the screen to proceed to the next tab 3 1 4 Patron Profiles Data to be Analyzed Use the Data to be Analyzed tab to upload a data file normally an Excel file from your ILS This file requires three specific pieces of information patron address total checkouts and a patron s last active date You have flexibility in the type of data to include For example for total checkouts your file could include total checkouts over the life of the library card or some subset filtered by ILS extraction Perhaps the ILS extract includes only six months or a year of checkouts For last active date if the ILS allows it you may want to include only the last activity date for physical checkouts the last activity date for computer use or any other date tracked in in the ILS This allows filtering not only by the Patron Profiles app more on this to follow but also on the ILS extract date
17. have already extracted your input file from your ILS before accessing the app It is also critical that the format of the input file is identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care As shown in the following screenshot when the pop up screen appears you must select a file on your hard drive or network drive to upload into AOD eBook and Audiobook Insights OD optional Job Name Od Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed Select patron file and fields denoting checkout metrics 6 Select this button if the address is in a single field Organize v New folder jsz di Please select file and fields zi 5 Documents Name Date modified A Music LIBRARY CARD ES Pictures EE Videos Y Browse 4 Gale PL Service Area 5 min yxdb 5 7 2014 9 35 A 1 Gale Public Library 3000 PP xlsx 6 26 2014 9 25 PJ Gi GPL CI setup fields xlsx 6 26 2014 6 46 P Gi GPL Collection Intelligence File xlsx 6 26 2014 7 12 P Gi GPL OD Sample File xlsx 6 26 2014 9 26 P ADDRESS v Computer El WIN7 063010 C G2 gsawchuk mifhynxnas01 userk F G srvr99_data Wimifhvnxnas01 M G groups mifhfs01 N Gl dataroot mifhfs01 O Select this button if the address is in mult
18. input file 1s located Note You must have already extracted your input file from your ILS before accessing the app It 1s also critical that the format of the input file 1s identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care eBook and audiobook Insights Maps OD Optional Job Name Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed Select OverDrive file and fields for analysis Select file and fields v Browse aes Peete X New folder Jez i v Recent Places Name Date modifie SUBJECTS Na Academic 6 26 2014 11 x ua iz SALA AOD pptx 6 29 2014 1 5 Documents nee aS LIBRARY CARD e Music h su Gale Public Library 3000 PP xlsx 6 27 2014 6 C v 21 SGPL OD Sample File xlsx 7 7 2014 10 2 i ALA AOD pptx 6 29 2014 2 5 IB Videos qj Gale PL Service Area 5 min yxdb 5 7 2014 9 38 ME Computer Gi Gale Public Library 3000 PP xlsx 6 27 2014 6 1 is GI GPL CI setup fields xlsx 6 26 2014 6 4 amisna 1 GPL Collection Intelligence File xlsx 6 26 2014 7 1 sm Bemenable Disk E fi GPL Collection Intelligence Maps pdf 6 27 2014 6 2 G gsawchuk mifhvnxnasOl userk 4 m k Previous Next After you select the file AOD asks you to confirm that the spr
19. required field select OverDrive file and fields for analysis GPL OD Sample Fil xlsx OD Patron Insights 6 9 14 V Browse FORMATS Selecta Field Selecta Field Title Edition Format Publisher subjects Mapped to SUBJECTS Date Added to site Lic lett Lic used Checkout ID Checked out Borrowed from Lending period Barcode _ Bought by p Branch Exiral Citra mM Next Click ita at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 5 9 5 0 eBooks amp audiobooks Insights 5 1 6 eBook 8 audioBook Insights OD Geographic Area to be Analyzed Y our next step is to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to analyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and block groups to analyze specific neighborhoods eBook and Audiobook Insights OD optional Job Name O Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed To use a custom geography created from DemographicsNow browse to the geography file Please select file v Browse Select geographies that define the library trade area Click the sign to expand the tree 3 17 Block Groups 3
20. that specific geography You may also elect to use a custom geography file you previously saved in DemographicsNow if you subscribe to that product or a standard geography from the menu If you are using a custom geography file select the browse button and locate the file you previously saved If not then select a geography from the geography tree menu Previous Next This tab allows you to name an output report in the text box located in the upper left portion of the screen eBook and audiobook Insights Maps OD cational ob Name By using unique names you can easily identify previous runs if you have not deleted them You can name a report by the options selected or by the date on which it was run To proceed to the next tab click the dal button on the lower left side of the screen or the tab at the top of the screen AoD User s Manual Page 5 13 5 0 eBooks amp audiobooks Insights 5 2 3 eBook 8 audioBook Insights Maps OD Library Information The Library Information tab provides boxes where you can input the name of your library and its address This information is used for three purposes e To label the report generated e To identify the spatial GIS point of the library s location in order to map this on map views in the report e To calculate the drive time for each library patron from home to the library eBook and audiobook Insights Maps OD optional Job Name re Description Library Information Patron Dat
21. the default This screen shows the single column address view eBook and Audiobook Insights OD optional Job Name 9 Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed Select patron file and fields denoting checkout metrics Select this button if the address is in a single field Please select file and fields Y Browse LIBRARY CARD ns ADDRESS Select this button if the address is in multiple fields Previous Next The following screen shows the multiple column address view eBook and Audiobook Insights OD optional Job Name O Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed Select this button if the address is in a single field Select this button if the address is in multiple fields Please select file and fields v Browse LIBRARY CARD STREET ADDRESS CITY STATE ZIP Z Previous Next AoD User s Manual Page 5 5 5 0 eBooks amp audiobooks Insights Browse Once you select the address radio button for your input file the next step isto click the button to browse input files located on your hard drive and or network drive for uploading This process is very similar to attaching a document to an email After clicking Browse a pop up screen appears and asks you to identify the directory where the input file is located Note You must
22. to the next tab 5 1 5 eBook amp audioBook Insights OD OverDrive Data to be Analyzed Y our next step is to upload a data file typically an Excel file from your OverDrive System This file requires three specific pieces of information a borrowed item format b the subject genre identifier which is usually a high level identifier that facilitates returning printed material to the shelf and c the unique patron identifier library card number or OverDrive number if it is also stored in the ILS You can choose the types of data to include in the file For example it can include any type of format identifier you want to analyze Or you can use any subject genre identifier if it exists in the OverDrive system This capability allows filtering not only by the eBook amp audiobook Insights app more on this to follow but also by the OverDrive extract used to create the AOD input file AoD User s Manual Page 5 7 eBook and Audiobook Insights OD optional Job Name Select OverDrive file and fields for analysis v Browse FORMATS SUBJECTS LIBRARY CARD Previous Next Browse The next step is to click Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed 5 0 eBooks amp audiobooks Insights 9 Geographic data to be analyzed to browse input files located on your hard drive and or network drive for uploading This process 1s very similar to attaching a document to an email
23. you used to create the AOD input file The following screenshots show data for an input file that includes a patron address Depending on your ILS a patron address may be extracted and placed in multiple columns one or two for street address one for city one for state and one for ZIP code The view presented depends on the radio button you select The single column address view is the default This screen shows the single column address view Patron Profiles Public Optional Job Name O Description Library Information Data to be Analyzed Geographic Area to be Analyzed Select patron file and fields denoting checkout metrics Select this button if the address is in a single field Browse to select the patron file associated with the library location Use the drop down boxes to select the patron name address total checkouts and last active date fields Please select file and fields Y Browse TOTAL CHECKOUTS ADDRESS LAST ACTIVE DATE Select this button if the address is in multiple fields Previous Next The following screen shows the multiple column address view AoD User s Manual Page 3 4 3 0 Patron Profiles Public Patron Profiles Public optional Job Name O Description Library Information Data to be Analyzed Geographic Area to be Analyzed Select patron file and fields denoting checkout metrics Select this button if the address is in a single field 8 Select this button if the address is in multiple fields
24. 1t A check mark appears You may select multiple geographies by checking the box next to each one If you select multiple geographies they will be combined in the analysis Note If you are interested in a county do not select all 1ts block groups The AOD system calculates the smallest geography first and adds each individual selection to it If you select all its block groups calculations may take hours After you select a geography scroll down the screen and choose the three final filters a patron activity date b percentage of top patrons and c whether to include or exclude patrons outside the geography selected Patron Profiles Public Optional Job Name Description Library Information Data to be Analyzed Geographic Area to be Analyzed 3 17 Metro CBSAs TIGER based y Date Filter Filter patrons by last activity date Click the drop down box to make a selection Last6 Months v Top Customers If you would like to analyze just the top patrons please select the top percentage you would like analyzed 100 Patron Filter Click a radio button to determine which patrons to use in the analysis 9 Analyze all patrons this is the default Analyze patrons within geographies selected previous CE AoD User s Manual Page 3 8 3 0 Patron Profiles Public As noted the first filter is patron activity date Click the arrow for a drop down menu of choices The default is the last 6 months Filter patrons by last
25. 3 1 31 2 Patron Protiles Description A ino 3 2 31 3 Patron Profiles Library Information A SSe slavile ja 3 3 3 14 Patron Profiles Data to be Analyzer 3 4 3 1 5 Patron Profiles Geographic Area to be Analyzed cccccccccccccnnonononncnnnnnnnnnnonnnononnnnnonanannnnnnnnnnnnnnnos 3 7 4 0 COLLECTION INTELLIGENCE PUBLICO 00 cid 4 2 4 1 Collection Intelligence PubliC esssscccccccecccccssocccceseccccccccccccesseocccccceccccceccossesssosccecccecceseesssses 4 2 Adel Collection Iimelisence InitalS creen naaa 4 2 42 Collection Intelligence Deseripu Ona da aaa ed Rea eo tea A 4 3 4 1 3 Collection Intelligence lt Library Information ninia 4 4 4 1 4 Collection Intelligence Location Format and Subject Genre Definitions 4 4 4 1 5 Collection Intelligence Data to be Analyzed ccccccccocooononoconcnnnnnnnnnononononononononcnnnnnnnnnnnnnnnnnnnnnnnnos 4 6 4 1 6 Collection Intelligence Geographic Area to be AnalyZed ooooccccccocccccocnnononooonncnnnnncnnnnnnnonnnonononnos 4 9 AOD User s Manual Page iii 4 2 Collection Intelligence Public Maps ssssssssssssscccccccccccccsssssssssscsssssscccccccssssscsssssssees 4 12 4 2 1 Collection Intelligence Maps Initial Screen isicdossscorcien o e oe va vala pok aaa ei 4 12 142 2 Collection Intelligence Maps Descrip aia lr a 4 13 4 2 3 Collection Intelligence Maps Library Information oooooooooonnnn
26. After clicking on browse a pop up screen asks you to identify the directory where the input file 1s located Note You must have already extracted your input file from your ILS before accessing the app It 1s also critical that the format of the input file 1s identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care eBook and Audiobook Insights OD optional Job Name Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Select OverDrive file and fields for analysis File Upload WIkY pa gt Computer Removable Disk E y 4p Se search Geographic data to be analyzed GPL OD Sample File xlsx OD Patron Insights Name de Academic 121 SALA AOD pptx Gale Public Library 3000 PP xlsx SGPL OD Sample File xlsx fs ALA AOD pptx 6 9 149 v Browse Organize v New folder FORMATS Recent Places Format zore A Libraries ETA Documents mes d Music LIBRARY CARD te Pictures Barcode v ES Videos jE Computer Previous Next EL WIN7 063010 C ees Removable Disk E G2 gsawchuk mifhynxnasOl userk 4 dj Gale PL Service Area 5 min yxdb 21 Gale Public Library 3000 PP xlsx 4 GPL CI setup fields xlsx File name Sample File xlsx IH fs GPL Collection Intellige
27. Analyze all patrons this is the default Setting the patron filer is the final step in this process Click Run on the lower left side of the screen to begin the analysis When the analysis completes the following message will appear on screen you are still logged on The Job Collection Intelligence Public Maps has completed successfully Please note that it is not necessary to wait until the analysis completes By clicking at the upper right side of the screen you can return to the original app screen and the analysis will run in the background You can also log out or execute another AOD app analysis If you want to make minor modifications and re run the analysis with a different filter select the button at the lower left side of the screen All your information is saved and you can modify any earlier choices to re run the analyis AoD User s Manual Page 4 22 5 0 eBooks amp audiobooks Insights 5 0 EBOOK amp AUDIOBOOK INSIGHTS OD AoD User s Manual Page 4 1 5 0 eBooks amp audiobooks Insights 5 0 EBOOK 8 AUDIOBOOK INSIGHTS OD This section provides a detailed description of the eBook 4 audioBooks Insights apps which is comprised of eBook amp audioBook Insights OD and eBook amp audioBook Insights Maps OD 5 1 eBook 8 audioBook Insights OD This section provides a detailed description of the eBook 4 audioBook Insights OD app This app explains the electronic materials a public library s c
28. AoD User s Manual Page 4 19 4 0 Collection Intelligence Public Please select file and fields GPL Collection Intelligence Fi tem tesi W Browse FORMAT Format SUBJEC T GENRE Selecta Field x Selecta Field Format Mapped to FORMAT shelf Location Street Number Street Name street Address Mapped to STREET ADDRESS Street Sufix City Mapped to CITY State Mappedto STATE ZIP Code Mapped to ZIP Address Click et at the lower left side of the screen to proceed to the next tab 4 2 6 Collection Intelligence Geographic Area to be Analyzed Your next step is to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to analyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and block groups to analyze specific neighborhoods Collection Intelligence Public Maps optional Job Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Please select file V Browse Select geographies that define the library trade area Click the sign to expand the tree C Block Groups A CO CCDs MCDs by County JTO Census Tracts 1 Congressional Districts 113th CF Counties 1 DMA 1 DMA by State CE Entire US C Metro CBSAs Metro C
29. BSAs TIGER based m feo Bee BE BR ER Geo Area Selected Only 6 Analyze all patrons this is the default Previous EN AoD User s Manual Page 4 20 4 0 Collection Intelligence Public The next step after selecting a geography 1s to scroll down the page and answer the final question whether the analysis will exclude patrons outside the geography selected or include them You can select geographies from the geography tree menu or upload a custom geography GIS file by first creating a custom geography in Gale s complimentary product DemographicsNow for Libraries If you are loading a previously saved custom geography from DemographicsNow for Libraries click the Eh ot button at the top of the screen and locate the yxdb file the format of the saved DemographicsNow for Libraries custom geography file in the directory and select it Once the file appears in the file window bypass the geography tree and move to the next filter which appears after the geography tree If selecting a geography from the geography tree first locate the type of geography to be loaded such as ZIP code county block group census tract or CBSA Next click the sign to expand the list and continue until you locate the geography you want You may select a single geography selection by clicking the box next to it A check mark will appear You may select multiple geographies by checking the box next to each one If you s
30. DMA by State C Entire US Metro CBSAs 0 1 Metro CBSAs TIGER based You can select geographies from the geography tree menu or upload a custom geography GIS file by first creating a custom geography in Gale s complimentary product DemographicsNow for Libraries If you are loading a previously saved custom geography from DemographicsNow for Libraries click the ae button at the top of the screen and locate the yxdb file the format of the saved DemographicsNow for Libraries custom geography file in the directory and select it After the file appears in the window bypass the geography tree and move to the next filter which appears after the geography tree If you select a geography from the geography tree first locate the type of geography to be loaded such as ZIP code county block group census tract or CBS Next click the sign to expand the list and continue until you locate the geography you want You may select a single geography selection by clicking the box next to it A check mark will appear You may select multiple geographies by checking the box next to each one If you select multiple geographies they will be combined in the analysis Note If you are interested in a county do not select all its block groups AOD calculates the smallest geography first and adds each individual selection to it If you select all its block groups calculations may take hours After you select a geography scroll down the s
31. GALE analytics USER S MANUAL Analytics on Demand AOD Gale a part of Cengage Learning July 2014 vib Revision Sheet Release No Date Revision Description po o ji A AOD User s Manual Page ii AOD USER S MANUAL TABLE OF CONTENTS Page 1 0 GENERAL INFORMATION vv il tds 1 1 1 1 A A A A ceccaucaueeacos suet A o oi 1 1 1 2 Points OF Conta ii ninia ak akal akad 1 2 2L ARIS LOINC ale coer ET NE O O A TN 1 2 12 2 Mech all Support o e ke obe ne ode eb bi ne o EE 1 2 1 3 Organization of the AOD User Guide cccccccccsssccssscssssssssssssscssccccccccccccscccscsssssssscsssscees 1 2 1 4 Ac rom ms and A DDFEVIALIONS a sz NA NR deje 1 2 2 0 GETTING STARTED Na 2 1 2 1 Logeing On and Lossing Olas n 2 1 2 2 Syste V ON ii A is 2 2 Bol AP DIC al O 2 2 2 2 2 Private Studios Coleco o 2 3 2 3 Changing Selected User ID Information and Password sssssssssssssssscccccccscccssessssees 2 5 2 3 AOD Dala OUNCES a ua a ue ni ea ae coa rc 2 6 2 3 1 Demographics Segmentation Syndicated Survey Data 2 7 ZO ADemostaphics Household Data das 2 7 DSS A ae ane cea et eaten en eases 2 7 Doo Data Update Schedule sca an ies 2 8 2 4 AOD Dala SECU Veiren A A AN a MA 2 8 DA Sl S Ora SE O E Na ee a De A o O AATETTA 2 8 DAD A A A A O O O 2 8 Dei IN 2 9 DA o ee et O A O O O O sa E 2 9 3 0 PATRON PROFILES PUBLIC us urana AAA 3 1 3 1 Patron Profiles Publicas 3 1 3 11 Patron Profiles Initial Sres o
32. Gallery v Private Studio Collections Note There are several other AOD sections and two contain apps The first Private Studio is not open to libraries The App Results second Collections contains the apps your library subscribes to ee gt Es Learning CA pacien Library Public Gallery Collections Private Studio lt Collection Intelligenc lt Patron Profiles lt eBook and Audiobook 2 i treated bv Ator Foster Created by Ator Foster created by Ator Foster Collections a lt Collection Intelligence fr O ohahpbits shiis analytics analytics lt Patron Profiles lt eBook and Audiobook Insights OD New Collection App Results Version As indicated earlier clicking a specific app opens it on its general description page which is shown in the following screenshot AoD User s Manual Page 2 3 2 0 Getting Started analytics pha Learning C Welcome Library Public Gallery v Patron Profiles Public v2 GALE Cengage Learning Mike Weaver Collections a m Uploaded 1 month ago lt Collection Intelligence analytics Run 22 times Private Studio lt Patron Profiles lt eBook and Audiobook Run Sharing Insights OD New Collection This application provides a demographic and lifestyle segmentation profile of the patrons associated with a library location There are two input steps to the application In Step 1 the user enters a library address In Step 2 the user selec
33. UST have THREE pieces of information patron address format item type and the subject genre Verify these fields are selected once the file loads LOCATION FORMAT AND SUBJECT GENRE DEFINITIONS Upload a setup file optional that identifies the alphanumeric codes for locations format types and the subject genre Each of these will also require descriptive text to include in the reports You will then need to specify the number of characters from the beginning of the code that indicate the location If a setup file is not included the final report will display the codes themselves rather than the definition GEOGRAPHIC AREA TO BE ANALYZED Select the geography of your library s trading area However you may select any geography to limit the analysis by a specific geography This can be by county zip code city block group census tracts or any other defined geography After selecting the geography you can elect to only analyze borrowed collections that fall within that specific geography Finally select the radio button that determines whether you only want to analyze patrons within the geographic area you specified or all patrons regardless of the geographic area BEFORE proceeding you must have extracted a file from your ILS and saved it on your hard drive You will be given an option to select that file in the DATA TO BE ANALYZED tab Previous Next This tab allows you to name an output report in the text box located in the upper le
34. a to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed Enter library information Library Name Address City Two letter state code 5 digit ZIP code Previous Next Click NEL at the lower left side of the screen to proceed to the next tab 5 2 4 eBook 8 audioBook Insights Maps OD Patron Data to be Analyzed The next tab Patron Data to be Analyzed is where you upload the patron data file normally an Excel trom your ILS This file requires two specific pieces of information to be included a unique patron identifier the patron s library card number or OverDrive identifier and the patron s address The following screenshots show data for an input file that includes a patron address Depending on your ILS a patron address may be extracted and placed in multiple columns one or two for street address one for city one for state and one column for ZIP code The view presented depends on the radio button you choose The single column address view is the default This screen shows the single column address view AoD User s Manual Page 5 14 5 0 eBooks amp audiobooks Insights A eBook and audiobook Insights Maps OD Optional Job Name Od Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed Select patron file and fields denoting checkout metrics Select this button if the address is in a single field Plea
35. activity date Click the drop down box to make a selection Last6 Months Last 6 Months Last 12 Months Last 16 Months Last 4 Months Last 30 Months Last 36 Months All Patrons please select the top percentac This means that only those patrons who had activity on their library card in the last six months are included in the Patron Analysis To change this selection select the option you prefer Note that this filter is keyed to the date field in the Data to be Analyzed tab Note You can define the extract activity date column differently That is you can choose a date from cardholder inception or a period of time defined by the ILS extraction when creating the input file The most common choice is the last date of patron activity with no filter applied when extracting the file from the ILS The next filter Top Customers allows you to select a percentage of your heaviest users as measured by Total Checkouts column data in the user input file Top Customers If you would like to analyze just the top patrons please select the top percentage you would like analyzed 100 By clicking the arrows to the right of the box you can choose to analyze a percentage of your very best customers This could be the top five 5 percent of users as measured by a highest to lowest ranking of checkouts This selection is best used after first analyzing all patrons and then doing selective analysis on smaller groups of pat
36. ains with an analysis of the genres that are borrowed by library patrons within the OverDrive platform in to and the wn by the different Mosaic lifestyle clusters The breakouts provide insight into which genres y high us the most Previous results Tor this app Name Y Date y eBook and audiobook Insights OD 11 days ago Ed y eBook and audiobook Insights OD Sacramento 26 days ago ad AoD User s Manual Page 5 2 5 0 eBooks amp audiobooks Insights This screen provides the following key information Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access e A summary description of what the customer intelligence app does The OverDrive Collection Analysis report can be used to craft marketing messages develop targeted marketing lists configure appropriate OverDrive content material and identify target areas for promotion The application begins with an analysis of the genres that are borrowed by library patrons within the OverDrive platform in total and then breaks the genres down by the different Mosaic lifestyle clusters The breakouts provide insight into which genres your high use patrons are borrowing the most e Listing of previous reports As discussed in Section 2 2 2 this list includes previous results that you did not delete which a
37. ary Information Data to be Analyzed Geographic Area to be Analyzed To use a custom geography created from DemographicsNow browse to the geography file Please select file v Browse Select geographies that define the library trade area Click the sign to expand the tree 3 17 Block Groups 3 17 CCDs MCDs by County 3 17 Census Tracts 2 17 Congressional Districts 113th 3 17 Counties 2 17 DMA 3 17 DMA by State 3 17 Entire US 3 17 Metro CBSAs 3 17 Metro CBSAs TIGER based AoD User s Manual Page 3 7 3 0 Patron Profiles Public You can select geographies from the geography tree menu or upload a custom geography GIS file by first creating a custom geography in the Gale product DemographicsNow for Libraries If you are loading a previously saved custom geography from DemographicsNow for Libraries click the SS button at the top of the screen and locate the yxdb file the format of the saved DemographicsNow for Libraries custom geography file in the directory and select it When the file appears in the file window bypass the geography tree and move to the next filtering question which appears after the geography tree If you decide to a geography from the geography tree first locate the type of geography to be loaded such as ZIP code county block group census tract or CBSA Next click the sign to expand the list and locate the geography you want You may select a single geography by clicking the box next to
38. ation Code and Location Description drop down lists are optional and need only be matched aligned with the file columns if you use location identifiers Note The following screenshot of the Data to be Analyzed tab illustrates definitions file selection 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Collection Intelligence Public optional Job Name Click here to use a definitions file Please select definition file and fields v Browse FORMAT CO DE FORMAT DESCRIPTION GENRE CODE GENRE DESCRIPTION LOCATION CODE OPTIONAL LOCATION DESCRIPTION OPTIONAL Previous Next After aligning the necessary fields click satel at the lower left side of the screen to proceed to the next tab 4 1 5 Collection Intelligence Data to be Analyzed Your next step is to upload a data file typically an Excel file from your ILS This file requires three pieces of information a patron address b borrowed item format and c the subject genre identifier which is usually a high level identifier that facilitates returning printed material to the shelf AoD User s Manual Page 4 6 4 0 Collection Intelligence Public You can choose the types of data to include in the file For example 1t can include any type of format identifier you want to analyze Or any subject genre identifier can be used if it exis
39. ce Location Format and Subject Genre Definitions The Location Format and Subject Genre Definitions tab is where you define the textual descriptions of codes stored in your ILS You can also specify the use of a location identifier and its length AoD User s Manual Page 4 4 4 0 Collection Intelligence Public A Collection Intelligence Public optional ob Name re Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Does Subject Genre Field Contain Location Code No o Yes Select the Number of Characters from the Beginning of the Field that Designate the Location Default is 2 2 Click here if there is no definitions file Default Click here to use a definitions file Previous Next The first question you must answer is whether the input file uses a location identifier These identifiers are normally used by a multi branch library They identify physical branch locations Does Subject Genre Field Contain Location Code No Yes select the Number of Characters from the Beginning of the Field that Designate the Location Default is 2 Note It your library does not use a location identifier select No That removes the next choice from consideration If your library uses location identifiers choose their length The default length is two 2 characters The next choice is whether or not you will upload a definition
40. creen to the final filter whether to include or exclude patrons outside the geography selected AoD User s Manual Page 4 10 4 0 Collection Intelligence Public Collection Intelligence Public ortona Job Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Please select file v Browse Select geographies that define the library trade area Click the sign to expand the tree C Block Groups C CCDs MCDs by County C Census Tracts I Congressional Districts 113th LILI 4 Counties 6 17 DMA C DMA by State C Entire US 1 1 Metro CBSAs 1 17 Metro CBSAs TIGER based Geo Area Selected Only Analyze all patrons this is the default Previous Run The patron filter looks at whether patrons live inside or outside the library service area The default includes all patrons regardless of where they live Clicking Geo Area Selected Only includes patron only if their addresses lie within the service area geography you defined earlier Geo Area Selected Only Bi Analyze all patrons this is the default Setting the patron filter is the final step in this process Click at the lower left side of the screen to begin the analysis When the analysis completes the following message will appear on screen if you are still logged on The Job Collection Intelligence Public has completed successfully Please note tha
41. days ago Ed wf eBook and audiobook Insights OD 11 days ago TU y Patron Profiles Public 26 days ago Ed wf Patron Profiles Public Gail Borden 26 days ago ii y eBook and audiobook Insights 00 Sacramento 26 days ago F y Patron Profiles Public Hershey 500 26 days ago Tl y Patron Profiles Public 21 days ago Ed we Patron Profiles Public NPO PP Sample 27 days ago T The screen Previous results for this app displays a running list of all the reports you have run and not deleted As in the individual app list you may rename or delete these reports by clicking the appropriate icon Note You may delete any or all of these reports You may also click the renaming icon to rename them This provides a second opportunity to uniquely name a report Your first opportunity was when the app was initially run 2 3 Changing Selected User ID Information and Password This section describes how to change selected information related to your user ID including your password To access and change this information click Settings by moving your cursor in the top right corner of the screen analytics gt GALE g LI CENGAGE Learning Welcome Library Settings Public Galley__y Collections gt 8O Private Studio lt Collection Intelligenc 9 lt Patron Profiles O lt eBook and Audiobook 2 created by Ator Foster reated by Ator Foster eated by Ator Foster Collections a lt Collection Intellig
42. db 5 7 2014 9 35 A ls Pictures Gi Gale Public Library 3000 PP xlsx 6 26 2014 9 25 FORMAT EE Videos i i Gi GPL CI setup fields xlsx 6 26 2014 6 46 Bic KR tij GPL Collection Intelligence File xlsx 6 26 2014 7 12 8 SUBJECT GENRE a hig ame ne Gi GPL OD Sample File xlsx 6 26 2014 9 26 STREET ADDRESS GS gsawchuk ee oe Gl srvr99 data mifhvnxnas01 M ma G groups mifhfs01 N amp dataroot mifhfs01 O STATE v File name ZIP Previous Next After you select the file AOD asks you to confirm that the spreadsheet 1t selected from the input file 1s the correct one by clicking OK Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 9 item tests AoD User s Manual Page 4 8 4 0 Collection Intelligence Public After you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file 1s similar to the descriptive name on the screen AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down Select a field list to deselect the choice made and replace 1t with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match th
43. ddress This is used for labeling as well as plotting the location of your library on the map DATA TO BE ANALYZED Upload a collection file that you previously saved to your hard drive This file MUST have THREE pieces of information patron address format item type and the subject genre Verify these fields are selected once the file loads LOCATION FORMAT AND SUBJECT GENRE DEFINITIONS Upload a setup file optional that identifies the alphanumeric codes for locations format types and the subject genre Each of these will also require descriptive text to include in the reports You will then need to specify the number of characters from the beginning of the code that indicate the location lf a setup file is not included the final report will display the codes themselves rather than the definition GEOGRAPHIC AREA TO BE ANALYZED Select the geography of your library s trading area However you may select any geography to limit the analysis by a specific geography This can be by county zip code city block group census tracts or any other defined geography After selecting the geography you can elect to only analyze borrowed collections that fall within that specific geography Finally select the radio button that determines whether you only want to analyze patrons within the geographic area you specified or all patrons regardless of the geographic area BEFORE proceeding you must have extracted a file from your ILS and sav
44. de Bought by m p Branch Extra a i at the lower left side of the screen to proceed to the next tab Page 5 19 5 0 eBooks amp audiobooks Insights 5 2 6 eBook amp audioBook Insights Maps OD Geographic Area to be Analyzed Y our next step 1s to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to analyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and block groups to analyze specific neighborhoods eBook and audiobook Insights Maps OD Optional Job Name 9 Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed To use a custom geography created from DemographicsNow browse to the geography file Please select file v Browse Select geographies that define the library trade area Click the sign to expand the tree 2 J INICU V VOJNO Metro CBSAs TIGER based C Metro CBSAs by State Metro CBSAs by State TIGER based L Micro CBSAs Micro CBSAs TIGER based 3 17 Micro CBSAs by State 3 Micro CBSAs by State TIGER based C Places C Sectional Centers FO ot E Patron Filter Click a radio button to determine which patrons to use in the analysis Previous EN You can select geographies from the geography tree menu or upload a custom geography GIS
45. default Analyze patrons within geographies selected Run Setting the patron filer is the final step in this process Click Run on the lower left side of the screen to begin the analysis When the analysis completes the following message will appear on screen if you are still logged on The Job eBook and Audiobook Insights OD has completed successfully Please note that it is not necessary to wait until the analysis completes By clicking at the upper right side of the screen you can return to the original app screen and the analysis will run in the background You can also log out or execute another AOD app analysis If you want to make minor modifications and ee l Re Run l re run the analysis with a different filter select the Re Run button at the lower left side of the screen All your information is saved and you can modify any earlier choices to re run the analyis AoD User s Manual Page 5 11 5 0 eBooks amp audiobooks Insights 5 2 eBook amp audioBook Insights Maps OD This section provides a detailed description of the eBook amp audioBook Insights Maps OD app The Genre Maps report adds visual immediacy to the data provided by the OverDrive Analysis report It can also be run by itself to enable you to see exactly where borrowers live and identify clusters of potential interest in particular genres You can use the eBook amp audioBook Insights OD Maps reports to craft marketing messages de
46. des boxes where you can input the name of your library and its address This information is used for three purposes e To label the report generated e To identify the spatial GIS point of the library s location in order to map this on map views in the report e To calculate the drive time for each library patron from home to the library eBook and Audiobook Insights OD optional Job Name 9 Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed Enter library information Name Address City State Zip Code Previous Next Click ext at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 5 4 5 0 eBooks amp audiobooks Insights 5 1 4 eBook 8 audioBook Insights OD Patron Data to be Analyzed The next tab Patron Data to be Analyzed is where you upload the patron data file normally an Excel from your ILS This file requires two specific pieces of information a unique patron identifier the patron s library card number or OverDrive identifier and the patron s address The following screenshots show data for an input file that includes a patron address Depending on your ILS a patron address may be extracted and placed in multiple columns one or two for street address one for city one for state and one for ZIP code The view presented depends on the radio button you choose The single column address view is
47. e correct field in the input file to the required field Please select file and fields GPL Collection Intelligence Fi Item test5 W Browse FORMAT Format SUBJECT GENRE Selecta Field Format Mapped to FORMAT shelf Location street Number Street Name street Address Mapped to STREET ADDRESS Street Sufix City Mapped to CITY state Mapped to STATE ZIP Code Mapped to ZIP Address Click nia at the bottom left side of the screen to proceed to the next tab 4 1 6 Collection Intelligence Geographic Area to be Analyzed Y our next step is to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to analyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and block groups to analyze specific neighborhoods AoD User s Manual Page 4 9 4 0 Collection Intelligence Public A Collection Intelligence Public optional Job Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Please select file v Browse Select geographies that define the library trade area Click the sign to expand the tree 9 17 Block Groups i I CCDs MCDs by County 9 17 Census Tracts 9 17 Congressional Districts 113th 2 1 Counties DMA 3 17
48. e pop up screen appears you must select a file on your hard drive or network drive to upload into AOD eBook and audiobook Insights Maps OD optional Job Name Q Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Select this button if the address is in multiple fields e9 i apar y E 67 VEA REmola RE Disk E Please select file and fields Organic Trenton fokder O 8 v Browse El Recent Places Name Date modifie LIBRARY CARD ae Academic 6 26 2014 11 A Libraries ais ts SALA AOD pptx 6 29 2014 1 5 Documents vie Rey STREET ADDRESS d Musi E Gale Public Library 3000 PP xlsx 6 27 2014 6 C USIC nm v uki 121 GPL OD Sample File xlsx 7 7 2014 10 2 lee Pictures oe fs ALA AOD pptx 6 29 2014 2 5 CITY Videos E v Gale PL Service Area 5 min yxdb 5 7 2014 9 35 R Gale Public Library 3000 PP xlsx 6 27 2014 6 1 STATE 1 Computer i G GPL CI setup fields xlsx 6 26 2014 6 4 X El WIN7 063010 C 1 GPL Collection Intelligence File xlsx 6 26 2014 7 1 e Removable Disk E x z jp GPL Collection Intelligence Maps pdf 6 27 2014 6 3 v GS gsawchuk mifhvnxnasOl userk 4 5 r Filename y All Files v ZIP Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file
49. e system menu AOD users first encounter as well as the navigation paths to functions referenced on the screen 2 2 1 Public Gallery When you log into AOD the following screen which lists the complimentary apps included with your subscription appears Depending upon the number of complimentary apps in the public gallery you may wish to click BL to view the most popular apps or eet to see the most recent complimentary apps that have been loaded Note Staff members who created user IDs not authorized during the initial authentication setup can view and run any of the complimentary apps in the public gallery a nota m Welcome Library Public Gallery v Apps Private Studio Popular Latest Search Apps a z Collections App Result pp Results Word Cloud Ap Twitter Tracker word ka Eez 2010 Census De a AoD User s Manual Page 2 2 2 0 Getting Started 2 2 2 Private Studio amp Collections The AOD system menu appears on the left side of the screen As noted in Section 2 2 1 logging into AOD places you in the Public Gallery analytics 2 s GALE s a PT 1 CENGAGE Learni When you click Collections you can view the apps your library currently subscribes to To access an app click the collection name app or icon under the Collections header in the center of the screen The app will open on its general description page See the following screenshot for a view of the Collections formatting in AOD Public
50. eadsheet it selected from the input file 1s OK the correct one by clicking naj Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 9 OD Patron Insights 6 9 14 OD Patron Insights 6 9 14 _xInm _FilterDatabase Sneet1 OK Cancel After Once you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down Select a field list to deselect the choice made and replace it with the correct choice AoD User s Manual Page 5 18 5 0 eBooks amp audiobooks Insights On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field Click on MI AoD User s Manual 6 9 145 v Select OverDrive file and fields for analysis GPL OD Sample File xlsx OD Patron Insights Browse FORMATS Selecta Field Title E Edition Format Publisher Subjects Mapped to SUBJECTS Date Added to site Own Lic lett Lic used Checkout ID Checked out Borowed from Lending period Barco
51. ed it on your hard drive You will be given an option to select that file in the DATA TO BE ANALYZED tab Next This tab allows you to name an output report in the text box located in the top left portion of the screen Collection Intelligence Public optional Job Name By using unique names you can easily identify previous runs 1f you have not deleted them You can name a report by the options selected or by the date on which 1t was run E Next To proceed to the next tab click the button on the lower left side of the screen or the tab at the top of the screen AoD User s Manual Page 4 3 4 0 Collection Intelligence Public 4 1 3 Collection Intelligence Library Information The Library Information tab provides boxes where you can input the name of your library and its address This information is used for three purposes e To label the report generated To identify the spatial GIS point of the library s location in order to map this on map views in the report To calculate the drive time for each library patron from home to the library Collection Intelligence Public optionai Job Name 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Library Name Address City Two letter state code 5 digit ZIP code Previous Next Click et at the bottom left side of the screen to proceed to the next tab 4 1 4 Collection Intelligen
52. elect multiple geographies they will be combined in the analysis Note If you are interested in a county do not select all its block groups AOD calculates the smallest geography first and adds each individual selection to it If you select all its block groups calculation may take hours After you select a geography scroll down the screen to the final filter whether to include or exclude patrons outside the geography selected Collection Intelligence Public Maps optional Job Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Please select file v Browse Select geographies that define the library trade area Click the sign to expand the tree 9 1 Block Groups 9 1 CCDs MCDs by County 3 17 Census Tracts 3 17 Congressional Districts 113th 3 17 Counties 2 1 DMA 0 17 DMA by State 9 1 Entire US 9 17 Metro CBSAs 3 T Metro CBSAs TIGER based z Geo Area Selected Only 8 Analyze all patrons this is the default Previous CI The patron filter looks at whether patrons live inside or outside the library service area The default includes all patrons regardless of where they live Clicking Geo Area Selected Only includes patrons only 1f their addresses lie within the service area geography you defined earlier AoD User s Manual Page 4 21 4 0 Collection Intelligence Public Geo Area Selected Only
53. ence mev sv bie A analytics analytics analytics lt Patron Profiles lt eBook and Audiobook Insights OD New Collection App Results AoD User s Manual Page 2 5 2 0 Getting Started The following screen displays see multiple tabs Only Profile and Password are accessible to you Click Profile to change general information that appears on screen views when you are logged in This includes the ability to upload an image that is visible in the upper right corner at login analytics S e GALE Welcome v Library Public Gallery v Settings Private Studio Profile Password Private Studio Notifications Designer Licenses Collections 4 lt Collection Intelligence l About me lt Patron Profiles View your public profile eBook and Audiobook Insights OD Library New Collection gerald sawchukWcengage com App Results You can change this image by mousing over it A box that instructs you to Click to Change appears After you click it a box that instructs you to browse your hard drive for a new image similar to attaching a file to an email appears Upload a Profile Picture Browse No file selected 200kb max file size jpg png and gif only Click to Change Cancel Save any changes you make by clicking the icon All changes will appear the next time you log into AOD 2 3 AOD Data Sources This section covers current AOD data sources that you may blend with your library s data depending
54. es stored in your ILS You can also specify the use of a location identifier and its length AoD User s Manual Page 4 14 4 0 Collection Intelligence Public lame O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed K Collection Intelligence Public Maps tonal Jot Does Subject Genre Field Contain Location Code No O Yes select the Number of Characters from the Beginning of the Field that Designate the Location Default is 2 2 a Click here if there is no definitions file Click here to use a definitions file Previous Next The first question you must answer is whether the input file uses a location identifier These identifiers are normally used by a multi branch library They identify physical branch locations Does Subject Genre Field Contain Location Code O No Yes select the Number of Characters from the Beginning of the Field that Designate the Location Default is 2 2 Note It your library does not use a location identifier select No That removes the next choice from consideration If your library uses location identifiers you must choose their length The default length is two 2 characters The next question is whether or not you will upload a definitions file before executing the app The default is No A definitions file is an Excel spreadsheet that translates code identified in one column to textual de
55. f you are interested in a county do not select all its block groups The AOD system calculates the smallest geography first and adds each individual selection to it If you select all its block groups calculation may take hours After you select a geography scroll down the screen to the final filter whether to include or exclude patrons outside the geography selected AoD User s Manual Page 5 10 5 0 eBooks amp audiobooks Insights eBook and Audiobook Insights OD Optional Jot Name re Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed AO AA A AAA A AE IRE I Block Groups I CCDs MCDs by County CO Census Tracts T Congressional Districts 113th I Counties CO DMA C DMA by State C Entire US C Metro CBSAs C Metro CBSAs TIGER based v W Patron Filter Click a radio button to determine which patrons to use in the analysis Analyze all patrons this is the default Analyze patrons within geographies selected Previous Run The patron filter looks at whether patrons live inside or outside the library service area The default includes all patrons regardless of where they live Clicking Geo Area Selected Only includes patron only if their addresses lie within the service area geography you defined earlier Patron Filter Click a radio button to determine which patrons to use in the analysis Analyze all patrons this is the
56. fields to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down list Please select file and fields to deselect the choice made and replace it with the correct choice AoD User s Manual Page 3 6 3 0 Patron Profiles Public On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field Please select file and fields Gale Public Library 3000 PPxl sheeti5 Browse TOTAL CHECKOUTS Select a Field ADDRESS Mess k Selecta Field Street Number Street Name Street Suffix City State AP Code Circ Active TOT CHKOUT Barcode Click et at the lower left side of the screen to proceed to the next tab 3 1 5 Patron Profiles Geographic Area to be Analyzed Y our next step is to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to analyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and block groups to analyze specific neighborhoods o Patron Profiles Public optional Job Name Description Libr
57. ft portion of the screen Collection Intelligence Public Maps optional Job Name By using unique names you can easily identify previous runs 1f you have not deleted them You can name a report by the options selected or by the date on which 1t was run To proceed to the next tab click the patel button on the lower left side of the screen or the tab at the top of the screen 4 2 3 Collection Intelligence Maps Library Information The Library Information tab provides boxes where you can input the name of your library and its address This information is used for three purposes AoD User s Manual Page 4 13 4 0 Collection Intelligence Public e To label the report generated To identify the spatial GIS point of the library s location in order to map this on map views in the report e To calculate the drive time for each library patron from home to the library Collection Intelligence Public Maps oriona Job Name 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Library Name Address de ity Two letter state code 5 digit ZIP code Previous Next Click ew at the lower left side of the screen to proceed to the next tab 4 2 4 Collection Intelligence Maps Location Format and Subject Genre Definitions The Location Format and Subject Genre Definitions tab is where you define the textual descriptions of cod
58. g screenshot of the Data to be Analyzed tab illustrates definitions file selection 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Collection Intelligence Public Maps ortonai Job Name Click here to use a definitions file Please select file and fields v Browse FORMAT CODE FORMAT DESCRIPTION GENRE CODE GENRE DESCRIPTION LOCATION CODE OPTIONAL LOCATION DESCRIPTION OPTIONAL Previous Next After aligning all the necessary fields click bad at the lower left side of the screen to proceed to the next tab 4 2 5 Collection Intelligence Data to be Analyzed AoD User s Manual Page 4 16 4 0 Collection Intelligence Public Y our next step 1s to upload a data file typically an Excel file from your ILS This file requires three specific pieces of information a patron address b borrowed item format and c the subject genre identifier which is usually a high level identifier that facilitates returning printed material to the shelf You can choose the types of data to include in the file For example it can include any type of format identifier you want to analyze Or you can use any subject genre identifier if it exists in the ILS This capability allows filtering not only by the Collection Intelligence app more on this to follow but also by the ILS extract used to create the AOD inp
59. he AOD applications or their data to anyone other than a specific library user who has been authorized to use them e Neither Gale nor Alteryx gallery administrators have access to content data used to generate a report by a specific customer Permission must be explicitly granted to a Gale Alteryx administrator or delivered to a Gale Alteryx representative via some other electronic means such as FTP or email e The AOD site was reviewed and security penetration tests were performed by a third party vendor 2 4 4 Execution Runtime e AOD applications and associated data are secure even when being transferred among the horizontal array of execution servers in AWS e All communication is compressed and encrypted among all servers in the array to prevent man in the middle attacks e Execution is a transient operation and no residual data temporary or otherwise is persisted in any location other than the secure data warehouse AoD User s Manual Page 2 9 3 0 Patron Profiles Public 3 0 PATRON PROFILES PUBLIC AoD User s Manual 3 0 Patron Profiles Public 3 0 PATRON PROFILES PUBLIC This section provides a detailed description of the Patron Profiles app 3 1 Patron Profiles Public This app explains who a public library s patrons are and aren t so that a library can make data driven decisions and drive meaningful outcomes for itself and the community it serves Patron Profile reports include e Methodology
60. ick the Collection Intelligence app analytics ai SALE can Welcome Library Public Gallery v y Collection Intelligence Public v3 Private Studio GALE Cengage Learning Grant Eldridge ere E x Uploaded 1 month ag Uploadec onin ago lt Collection Intelligence ana ycics H Run 2 times lt Patron Profiles eBook and Audiobook Insights Run Sharing V pa OD New Collection This application provides breakdowns of library checkouts by format genre and location with correlation of format and genre checkouts among various patron demoaraphic segments There are four input steps to the application App Results In Step 1 the user and address In Step 2 the user may enter a mie win tne definitions of the format genre and location codes In Step 3 the user selects the data files to be analyzed In Step 4 the user has the option to select specific geographies on which to run the analysis or to run the analysis on all checkout data contained in the input file Previous results for this app Name v Date This screen provides the following key information e Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access AoD User s Manual Page 4 2 4 0 Collection Intelligence Public e A summary description of the app This application provides
61. ile click the button to browse input files on your hard drive and or network drive for uploading This process is very similar to attaching a document to an email After clicking Browse a pop up screen appears and asks you to identify the directory where the input file is located Note You must have already extracted your input file from your ILS before accessing the app It is also critical that the format of the input file is identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care As shown in the following screenshot when the pop up screen appears you must select a file on your hard drive or network drive to upload into AOD AoD User s Manual Page 4 18 4 0 Collection Intelligence Public A Collection Intelligence Public Maps optional Job Name 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Alteryx Gale Public Library Please select file and fields New folder Y Browse Organize v i 0 FORMAT SUBJECT GENRE PATRON ADDRESS ES Documents a Music E Pictures BE Videos Name di Gale PL Service Area 5 min yxdb kij Gale Public Library 3000 PP xlsx G GPL CI setup fields xl
62. ined library trade area www cengage com Author Gale Cengage Learning Copyright Copyright Gale Cengage Learning Previous results for this app Name v Date Y Patron Profiles Public 11 days age 4 w Patron Profiles Public 26 days ago Ed AoD User s Manual Page 3 1 3 0 Patron Profiles Public This screen provides key information e Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access e A summary description of the app This application provides a demographic and lifestyle segmentation profile of the patrons associated with a library location There are two input steps to the application In Step 1 the user enters a library address In Step 2 the user selects a patron file and fields identifying patron address checkout metrics and recency of checkout filters In Step 3 the user selects geographies to define a library trade area The user has the option to run the analysis on patron activity date top customers and only those that fall within the defined library trade area e Listing of previous reports As discussed in Section 2 2 2 this list includes previous results that you did not delete which are currently stored on the Amazon cloud server 3 1 2 Patron Profiles Description When you click the following screen
63. iple fields File name v All Files v Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file 1s correct by clicking na Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 6 sheet15 OK Cancel After you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AoD User s Manual Page 5 6 5 0 eBooks amp audiobooks Insights AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down Select a field list to deselect the choice made and replace 1t with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field Please select file and fields Gale Public Library 3000 PPxI sheetiS W Browse LIBRARY CARD Selecta Field Selecta Field Street Number Street Name Street Suffix City State s ZIP Code 5 Address Mapped to ADORESS Circ Active TOT CHKOUT Click DE at the lower left side of the screen to proceed
64. lds denoting checkout metrics Select this button if the address is in a single field Browse to select the patron file associated with the library location Use the drop down boxes to select the patron name address total checkouts and last active date fields Please select file and fields v Browse File Upload TOTAL CHECKOUTS ADDRESS Organize v New folder LAST ACTIVE DATE 43 Favorites Documents library Arrange by Folder v HZ Desktop Includes 2 locations Ja Downloads Name Date modified E Recent Places e Altiris 12 9 2010 3 02 PILA de Bluetooth Exchange Folder 12 13 2010 3 06 F cache 7 26 2013 1 01 PI de Cyber Science Sessions 2 27 2013 2 45 PI de Cyber Science Videos 2 27 2013 2 45 PI Le IHDP Project Files 11 11 2013 1 21 F Le iStockphoto 9 14 2011 11 00 4 4 Th N File name v All Files v O Select this button if the address is in multiple fields 4 3 Libraries gt 4 Documents b d Music gt li Pictures gt BE Videos 4 Comnuter Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file 1s OK correct by clicking Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 6 sheet15 Once you have confirmed the selection AOD loads the file into the app and attempts to match the columnar
65. month ago Collection Intelligence ana ycics Run 4 times lt Patron Profiles lt eBook and Audiobook Insights CI OD New Collection This application provides maps showing the home location of patrons who have checked out materials arranged by material type and genre There are four input steps to the application App Results n Step 1 the user enters a library name and address n Step 2 the user may enter a file with the definitions of the format genre and location codes n Step 3 the user selects the data files to be analyzed n Step 4 the user has the option to select specific geographies on which to run the analysis or to run the analysis on all checkout data contained in the input file This application produces a pdf file Previous results for this app Name v Date This screen provides the following key information e Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access e A summary description of what the customer intelligence map app does This application provides maps showing the home location of patrons who have checked out materials arranged by material type and genre There are four input steps to the application In Step 1 the user enters a library name and address In Step 2 the user may enter a file with the definitions of the format
66. nce File xlsx Y GPL Collection Intelligence Maps pdf BES se Gil Date mo 6 26 2014 11 141 5 6 27 2014 6 Z 7 7 2014 10 2 6 29 2014 2 5 5 7 2014 9 35 14 6 1 6 26 2014 6 4 6 26 2014 7 1 014 6 2 7 6 29 20 6 27 20 3 6 27 20 difie_ y Al Files Open 9 After you select the file the AOD system asks you to confirm that the spreadsheet it selected from the input file is correct by clicking AoD User s Manual Page 5 8 5 0 eBooks amp audiobooks Insights Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 9 OD Patron Insights 6 9 14 OD Patron Insights 6 9 14 _xInm _FilterDatabase Sheet1 OK Cancel After you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down Select a field list to deselect the choice made and replace it with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the
67. nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnos 4 13 4 24 Collection Intelligence Maps Location Format and Subject Genre Definitions 4 14 4 2 5 Collection Intelligence Data to be Analyzed ccccccononooooooooconccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 4 16 4 2 6 Collection Intelligence Geographic Area to be AnalyzZed oocccccccccccccnncononooonnncnnnnnnnnnnnnnnnononononos 4 20 5 0 eBook amp audioBook Insights OD cccccccccssssssssssssssscccsccccccccccccccccsssssssssscsssccececcccccccsscssssssssssees 5 2 5 1 eBook K audioBook Insights OD cccsccsssssssssssssssssssssssssssscssssccccccccsccsccssssssssssscsssscees 5 2 5 1 1 eBook amp audioBook Insights OD Initial Screen 5 2 1 2 eBook amp audioBook Insishts OD DeSCriptl M si a in ibi atada 5 3 5 1 3 eBook amp audioBook Insights OD Library Information 5 4 5 14 eBook amp audioBook Insights OD Patron Data to be Analyzed occcccccccccocnononononccnnnnnnnnnnnnnnos 5 5 5 1 5 eBook amp audioBook Insights OD OverDrive Data to be Analyzed cccccccoconoooooncccncnnnononnnnnoss 5 7 5 1 6 eBook audioBook Insights OD Geographic Area to be Analyzed 5 10 5 2 eBook K audioBook Insights Maps OD cccccccccssssssssssssssssssccscccccccccscccccsscsssssssscsssscees 5 12 3 2 1 eBook audioBook Insights Maps OD
68. ommands eBook and audiobook Insights Maps OD optional Job Name 9 Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed The Genre Maps report adds visual immediacy to the data provided by the OverDrive Analysis Report It can also be run by itself to enable you to see exactly where borrowers live and potentially identify clusters of interest in particular genres LIBRARY INFORMATION You will be asked to enter your library name and address This is used for labeling as well as plotting the location of your library on the map PATRON DATA TO BE ANALYZED Upload a patron file containing patron address the address may be in one or multiple fields Verify these fields are selected once the file loads OVERDRIVE DATA TO BE ANALYZED Upload an OverDrive collection file that you previously saved to your hard drive This file MUST have THREE pieces of information patron library card number format type and the subject field the subject or topic information Verify these fields are selected once the file loads GEOGRAPHIC AREA TO BE ANALYZED Select the geography of your library s trading area However you may select any geography to limit the analysis by a specific geography This can be by county zip code city block group census tracts or any other defined geography After selecting the geography you can elect to only analyze borrowed collections that fall within
69. on the specific AOD app used AoD User s Manual Page 2 6 2 0 Getting Started 2 3 1 Demographics Segmentation Syndicated Survey Data Experian Estimates amp Projections CAPE Demographic data consumer expenditure retail demand daytime population Experian Mosaic Residential clustering definition and classifications The Experian data install includes the following datasets and with Mosaic and Mosaic Workplace is referred to as CAPE Current YR and 5YR Demographic Estimates and Projections US Census 2010 Current YR and SYR Consumer Expenditure and Retail Demand 2012 American Community Survey ACS 2013 Mosaic and Mosaic Workplace BG Dominant and Distributions 2013 Simmons Syndicated Survey 2 3 2 Demographics Household Data Experian ConsumerView Household demographic data Experian s data warehouse of consumer demographics and self reported life event direct response property and mortgage information is the largest and most comprehensive resource for both list services and data enhancement available today including data on more than 235 million consumers and 113 million households in the U S Released quarterly household fields include Mosaic Household and ZIP4 mail order buyer preferences mortgage home purchase median family income estimated income dwelling type and presence of children under 18 At the individual level it includes marital status gender education and occupation
70. re currently stored on the Amazon cloud server 5 1 2 eBook 8 audioBook Insights OD Description When you click Run the following screen appears Note that the screen displays five tabs Some apps may have more or fewer tabs The Description tab explains what is required to run the app including a high level overview of the commands eBook and Audiobook Insights OD Optional Job Name Od Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic data to be analyzed The OverDrive Analysis report will allow you to analyze your patron borrowing in several different ways by geography by format type and by subject genre LIBRARY INFORMATION You will be asked to enter your library name and address This is used for labelling as well as plotting the location of your library on the map PATRON DATA TO BE ANALYZED Upload a patron file containing patron address the address may be in one or multiple fields and the patron library card number Verify these fields are selected once the file loads OVERDRIVE DATA TO BE ANALYZED Upload an OverDrive collection file that you previously saved to your hard drive This file MUST have THREE pieces of information patron library card number format type and the subject field the subject or topic information Verify these fields are selected once the file loads GEOGRAPHIC AREA TO BE ANALYZED Select the geography of your library s service a
71. rea However you may select any geography to limit the analysis by a specific geography This can be by county zip code city block group census tracts or any other defined geography After selecting the geography you can elect to only analyze borrowed collections that fall within that specific geography You may also elect to use a custom geography file you previously saved in DemographicsNow if you subscribe to that product or a standard geography from the menu If you are using a custom geography file select the browse button and locate the file you previously saved If not then select a geography from the geography tree menu Finally select the radio button that determines whether vou only want to analyze natrons within the nenaranhic area vou snecified_ or all natrons renardiess nf the nenaranhic area Next This tab allows you to name an output report in the text box located in the upper left portion of the screen AoD User s Manual Page 5 3 5 0 eBooks amp audiobooks Insights eBook and Audiobook Insights OD optional Job Name By using unique names you can easily identify previous runs 1f you have not deleted them You can name a report by the options selected or by the date on which 1t was run To proceed to the next tab click the hostel button on the lower left side of the screen or the tab at the top of the screen 5 1 3 eBook amp audioBook Insights OD Library Information The Library Information tab provi
72. results for this app Name v Date This screen provides the following key information e Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access e A summary description of what the eBook amp audioBook Insights Maps OD app does This application provides maps showing the home location of patrons who have checked out materials arranged by material type and genre There are three input steps to the application In Step 1 the user enters a library name and address In Step 2 the user selects the data files to be AoD User s Manual Page 5 12 5 0 eBooks amp audiobooks Insights analyzed In step 3 the user has the option to select specific geographies on which to run the analysis or to run the analysis on all checkout data contained in the input file This application produces a pdf file e Listing of previous reports As discussed in Section 2 2 2 this list includes previous results that you did not delete which are currently stored on the Amazon cloud server 5 2 2 eBook 8 audioBook Insights Maps OD Description When you click the following screen appears Note that the screen displays five tabs Some apps may have more or fewer tabs The Description tab explains what is required to run the app including a high level overview of the c
73. rons You may for example want to do a percentage ranking of usage by patrons from a smaller geography or by patrons who live outside the service area Finally the patron filter looks at whether patrons live inside or outside the library service area The default includes all patrons regardless of where they live Clicking Analyze patrons within geographies selected includes patrons only if their addresses lie within the service area geography you defined earlier Patron Filter Click a radio button to determine which patrons to use in the analysis Analyze all patrons this is the default Analyze patrons within geographies selected AoD User s Manual Page 3 9 3 0 Patron Profiles Public Setting the patron filter 1s the final step in creating patron profiles Click Y at the lower left side of the screen to begin the analysis When the analysis is finished the following message appears on the screen if you are still logged on The Job Patron Profiles Public has completed successfully Please note that it is not necessary to wait until the analysis completes By clicking onat the upper right side of the screen you can return to the original app screen and the analysis will run in the background You can also log out or execute another AOD app analysis If you want to make minor modifications and Re Run re run the analysis with a different filter select the button at the lower left side of the screen All yo
74. rsor to the upper right corner of the screen above the Sign In icon Type your username and password into the box that appears and click the icon to enter AOD Note The logins provided with your subscription are email addresses that allow Welcome back access to the private collections as well as any other apps present in the public gallery libraryreportl cengage com 20000000 Other staff members can create additional forgot password ae usernames that enable them to enter the public gallery which 1s populated with complimentary apps provided with your paid subscription Join now Examples of these complimentary apps are a ie ze Twitter Tracker and a Word Cloud app le mail Pexample com show AoD User s Manual Pase 2 1 2 0 Getting Started 6 i i 5 s A E E e ae arn Learning C Welcome Library Settings Public Gallery Collections gt Sign Out Private Studio lt Collection Intelligenc 2 lt Patron Profiles lt eBook and Audiobook 2 i m Created by Ator Foster created by Ator Foster Created by Ator Foster lt Collection Intelligence lr bl ra NA plo A oblaka plo re NA lt Patron Profiles lt eBook and Audiobook Insights OD New Collection i st ena To log off the system simply move your cursor to the upper right corner of the screen A box with Settings and Sign Out options appears Click Sign Out and access to the system ends 2 2 System Menu This section describes in general terms th
75. s file before executing the app The default is No A definitions file is an Excel spreadsheet that translates code identified in one column to textual description identified in another column Click here if there is no definitions file Default Click here to use a definitions file The definition file requires code and textual descriptors for format subject genre and location if used If an ILS extract already uses a textual description of format subject genre and location if used you usually do not use a definitions file The following example shows a typical definition file AoD User s Manual Page 4 5 4 0 Collection Intelligence Public Format Code Format Description Location Description ptos e Other libraries 2Umused fad Administration slunused ler Farmington 4 Music CD wo Bloomfield East lacs Cassette Spoken ll SjUmused das Bloomfield West adr CDROM __ __ lbo NOT USE video Ji OO Bloomfield North aw low OOS If you choose to use a definitions file click Click here to use a definitions file The data input screen will expand allowing you to browse files on your hard drive network and chose one After you select a file you will be asked to confirm the specific worksheet you have chosen You will be required to match the correct column in each of the drop down menus that aligns the spreadsheet to the format code and description and the genre code and description The Loc
76. scription identified in another column Click here if there is no definitions file Default Click here to use a definitions file The definition file requires code and textual descriptors for format subject genre and location if used If an ILS extract already uses a textual description for format subject genre and location if used you usually do not use a definitions file The following example shows a typical definitions file AoD User s Manual Page 4 15 4 0 Collection Intelligence Public Format Code Format Description c Location Description pons e Other libraries 2 Unused fad Administration masas ee Z Farmington Nm Music CD wo Bloomfield East lacs a ll SjUmused das Bloomfield West adr CD ROM DONOTUSE Video il Bloomfield North adv DVD If you are using a definitions file click Click here to use a definitions file A data input screen will expand allowing you to browse files on your hard drive network and select one When you have selected a file you will be asked to confirm the specific worksheet you have chosen You will be required to match the correct column in each of the drop down menus that aligns the spreadsheet to the format code and description and genre code and description The Location Code and Location Description drop down lists are optional and need only be matched aligned with the file columns if you are using location identifiers Note The followin
77. se select file and fields v Browse LIBRARY CARD ADDRESS Select this button if the address is in multiple fields Previous Next The following screen shows the multiple column address view eBook and audiobook Insights Maps OD Optional Job Name O Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Select this button if the address is in multiple fields Please select file and fields bs Browse LIBRARY CARD STREET ADDRESS CITY STATE ZIP Previous Next Browse Once you select the address radio button for your input file the next step 1s to click the button to browse input files located on your hard drive and or network drive for uploading This process is very similar to attaching a document to an email After clicking Browse a pop up screen appears and asks you to identify the directory where the input file is located Note You must have already extracted your input file from your ILS before accessing the app It is also critical that the format of the input file is identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care AoD User s Manual Page 5 15 5 0 eBooks amp audiobooks Insights As shown in the following screenshot when th
78. sx gij GPL Collection Intelligence File xlsx Date modified 5 7 2014 9 35 A 6 26 2014 9 25 P 6 26 2014 6 46 P 6 26 2014 7 12 P Computer EL WIN7 063010 C G amp P gsawchuk mifhvnxnas01 userk 3 G srvr99 data mifhvnxnas01 M 6 groups mifhfs01 N Ga dataroot mifhfs01 O G GPL OD Sample File xlsx 6 26 2014 9 26 P O Select this button if the address is in multiple fields r asa File name Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is correct by OSMI OK Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet 9 item tests After you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AOD auto selects that column First verify that the app has selected the correct columns of data If not click the drop down Select a field box to deselect the choice made and replace it with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field
79. t AoD User s Manual Page 4 7 4 0 Collection Intelligence Public Ms After you have selected the address format for your input file click the cial button to browse input files on your hard drive and or network drive for uploading This process is very similar to attaching a document to an email After clicking Browse a pop up screen appears and asks you to identify the directory where the input file 1s located Note You must have already extracted your input file from your ILS before accessing the app It 1s also critical that the format of the input file 1s identical to the sample file previously submitted to Gale during the validation phase of ordering Changing the format may prevent the app from running properly If any problems occur during running the app contact Gale Customer Care As shown in the following screenshot when the pop up screen appears you must select a file on your hard drive or network drive to upload into AOD Collection Intelligence Public optional Job Name Od Description Library Information Location Format a O s File Upload Select this button if the address is in a single field QU Ji Alteryx Gale Public Library y 63 Search Gale Public 6 Select this button if the address is in multiple fields e ee rganize v ew tolder Documents Name Date modified Please select file and fields re v Browse une 8 Gale PL Service Area 5 min yx
80. t it is not necessary to wait until the analysis completes By clicking on the upper right side of the screen you can return to the original app screen and the analysis will run in the background You can also log out or execute another AOD app analysis If you want to make minor modifications and i Re Run re run the analysis with a different filter select the Re Run button at the lower left side of the screen All your information is saved and you can modify any earlier choices to re run the analyis AoD User s Manual Page 4 11 4 0 Collection Intelligence Public 4 2 Collection Intelligence Public Maps This section offers a detailed description of the Collection Intelligence Maps app This app provides maps of the home locations arranged by material type and genre of patrons who have checked out materials The reports produced by Collection Intelligence Maps add a useful visual enhancement to the analysis of charts and tables With the maps you can see at a glance which portion of your trade area tends to check out various genres and formats most often 4 2 1 Collection Intelligence Maps Initial Screen The following screen appears when you click the Collection Intelligence Maps app analytics 3 GALE CENGAGE Learning Welcome El gt Library Public Gallery v y Collection Intelligence Public Maps v3 Private Studio GALE Cengage Learning Grant Eldridge Collections a a odeji i Uploaded 1
81. to analyze all of your patrons or only those that have been active within a specific time frame 6 months 12 months 18 months etc You may elect to analyze only your top customers by selecting a percentage of patrons to analyze This option will only analyze the customers that have borrowed the most materials in the time period specified Finally select the radio button that determines whether you only want to analyze patrons within the geographic area you specified or all patrons regardless of the geographic area BEFORE proceeding you must have extracted a file from your ILS and saved it on your hard drive You will be given an option to select that file in the DATA TO BE ANALYZED tab Next AoD User s Manual Page 3 2 3 0 Patron Profiles Public This tab allows you to name an output report in the text box located at the upper left side of the screen Patron Profiles Public Optional Job Name By using unique names you can easily identify reports from previous runs 1f you have not deleted them You can name a report by the options selected or by the date on which it was run To proceed to the next tab you may click the trad button on the lower left side of the screen or the tab at the top of the screen 3 1 3 Patron Profiles Library Information The Library Information tab provides boxes where you can input the name of your library and its address This information is used for three purposes e To label the report
82. ts a patron file and fields identifying patron address checkout metrics and recency of checkout filters In Step 3 the user selects geographies to define a library trade area App Results The user has the option to run the analysis on patron activity date top customers and only those that fall within the defined library trade area www cengage com Author Gale Cengage Learning Copyright Copyright Gale Cengage Learning Previous results for this app Name v Date Y Patron Profiles Public 11 days ago Ed Y Patron Profiles Public 26 days ago e The general description page Provides the name of the app Indicates the last time the app was updated including its version number Shows how many times the app was run using your login Provides links to output reports from previous runs assuming you have not deleted them The first three bulleted items are self explanatory The fourth refers to HIML formatted output or reports produced by previous executions of an app and stored in the cloud Note that these reports are stored in the cloud but the files used to create them were deleted after the apps were run These reports remain in the cloud until you delete them by clicking the trash can il icon AoD User s Manual Page 2 4 2 0 Getting Started The following screen Previous results for this app displays a typical report and when it was run Previous results for this app Name Date y Patron Profiles Public 11
83. ts in the ILS This capability allows filtering not only by the Collection Intelligence app more on this to follow but also by the ILS extract used to create the AOD input file The following screenshot displays an input file that includes patron address in one column Depending on your ILS the patron address may be extracted and placed in multiple columns one two for street address one for city one for state and one for ZIP code The view presented depends on the radio button you choose The single column address view 1s the default A Collection Intelligence Public opional Job Name Q Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Please select file and fields v Browse FORMAT SUBJECT GENRE PATRON ADDRESS Select this button if the address is in multiple fields Previous Next The following screenshot displays shows the patron address in multiple columns A Collection Intelligence Public opionalJob Name 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Select this button if the address is in multiple fields Please select file and fields v Browse FORMAT SUBJECT GENRE STREET ADDRESS CITY STATE ZIP Previous Nex
84. ur information is saved and you can modify any earlier choices to re run the analyis AoD User s Manual Page 3 10 4 0 Collection Intelligence Public 4 0 COLLECTION INTELLIGENCE AoD User s Manual Page 3 1 4 0 Collection Intelligence Public 4 0 COLLECTION INTELLIGENCE PUBLIC This section provides a detailed description of the Collection Intelligence apps Two apps comprise this bundle Collection Intelligence Public and Collection Intelligence Public Maps 4 1 Collection Intelligence Public This section provides a detailed description of the Collection Intelligence app This app explains what a public library s patrons are and aren t borrowing so your library can make data driven decisions and deliver drive meaningful outcomes for itself and the community The Material and Genre Analysis in Collection Intelligence can be used to craft marketing messages develop targeted marketing lists stock appropriate library materials and identify target areas for promotion The app begins with an analysis of material types and genres subjects that are borrowed by all library patrons and then breaks the genres down into different Mosaic lifestyle clusters The app then provides insight into the Mosaic lifestyle clusters and the genres borrowed by library patrons The analysis covers only the specific geographic area you select 4 1 1 Collection Intelligence Initial Screen The following screen appears when you cl
85. ustomers are and aren t borrowing on the OverDrive eBook platform It enables a public library to make data driven decisions and drive meaningful outcomes for itself and the community it serves You can use eBook amp audioBook Insights OD reports to craft marketing messages develop targeted marketing lists configure appropriate OverDrive content material and identify target areas for promotion The app begins with an analysis of the genres that are borrowed by library patrons within the OverDrive platform in total and then breaks the genres down into different Mosaic lifestyle clusters The breakouts provide insight into which genres your high use patrons are borrowing most frequently 5 1 1 eBook audioBook Insights OD Initial Screen The following screen appears when you click the eBook amp audioBook Insights OD app analytics 7 GALE z ia i CENGAGE Learning Welcome Library Public Gallery v zrn eBook and Audiobook Insights OD vz TIVATE studio GALE Cengage Learning Mike Weaver GOROCIN H H Uploaded 1 month ago lt Collection Intelligence ana yCics Run 16 times lt Patron Profiles O Mi lt eBook and Audiobook Insights Run Sharing OD New Collection The OverDrive Collection Analysis report can be used to craft marketing messages develop targeted marketing lists configu appropriate OverDrive content material and identify target areas for promotion App Results The application be
86. ut file The following screenshot displays an input file that includes patron address in one column Depending on your ILS the patron address may be extracted and placed in multiple columns one two for street address for city one for state and one for ZIP code The view presented depends on your choice of radio button Please note that the single column address view is the default Collection Intelligence Public Maps optional Job Name 9 Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Please select file and fields v Browse FORMAT SUBJECT GENRE PATRON ADDRESS Select this button if the address is in multiple fields Previous Next The following screenshot displays shows the patron address in multiple columns AoD User s Manual Page 4 17 4 0 Collection Intelligence Public A Collection Intelligence Public Maps tonal Job Name O Description Library Information Location Format and Subject Genre Definitions Data to be Analyzed Geographic Area to be Analyzed Select this button if the address is in a single field Please select file and fields v Browse FORMAT SUBJECT GENRE PATRON ADDRESS Select this button if the address is in multiple fields Previous Next Browse After you have selected the address format for your input f
87. velop targeted marketing lists configure appropriate OverDrive content material and identify target areas for promotion The application begins with an analysis of the genres that are borrowed by library patrons within the OverDrive platform in total and then breaks the genres down by the different Mosaic lifestyle clusters The breakouts provide insight into which genres your high use patrons are borrowing the most 5 2 1 eBook amp audioBook Insights Maps OD Initial Screen The following screen appears when you click the eBook amp audioBook Insights Maps OD app Analytics zY GALE une Welcome LE gt Library Public Gallery v gt s m eBook and audiobook Insights Maps OD v2 rivate Studio GALE Cengage Learning Mike Weaver Collections a i m ae m Uploaded 1 month ago lt Collection Intelligence ana ycics i _ Jun Once lt lt Patron Profiles lt eBook and Audiobook Insights CI OD New Collection This application provides maps showing the home location of patrons who have checked out materials arranged by material type and genre There are three input steps to the application App Results In Step 1 the user enters a library name and address In Step 2 the user selects the data files to be analyzed In step 3 the user has the option to select specific geographies on which to run the analysis or to run the analysis on all checkout data contained in the input file This application produces a pdf file Previous
88. verDrive System This file requires three specific pieces of information a borrowed item format b the subject genre identifier which is usually a high level identifier that facilitates returning printed material to the shelf and c the unique patron identifier library card number or OverDrive number if it is also stored in the ILS You can choose the types of data to include in the file For example it can include any type of format identifier you want to analyze Or you can use any subject genre identifier can be used if it exists in the OverDrive system This capability allows filtering not only by the eBook amp audiobook Insights app more on this to follow but also by the OverDrive extract used to create the AOD input file eBook and audiobook Insights Maps OD Optional Job Name Description Library Information Patron Data to be Analyzed OverDrive Data to be Analyzed Geographic Area to be Analyzed Select OverDrive file and fields for analysis Select file and fields Y Browse FORMATS v SUBJECTS v LIBRARY CARD v Previous Next AoD User s Manual Page 5 17 5 0 eBooks amp audiobooks Insights Browse The next step is to click to browse input files located on your hard drive and or network drive for uploading This process 1s very similar to attaching a document to an email After clicking on browse a pop up screen 1s shown asking the user to identify the directory where the

User`s Manual Template

Contents

Download Pdf Manuals

Related Search

Related Contents