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Owning group

SILS Operations Center

Type of documentation

Documentation

As-of date

In Progress

Table of Contents

NZ Tips

Shared Folders

Screenshot of the NZ Analytics Folder structure. We see a collapsed My Folders and an expanded Shared Folders with subfolders for Alma, Community, custom, Rialto, and University of California System 01UCS_NETWORK. The last folder is also expanded to show Subject Area Contents, Dashboards, Dashboards, Prompts, and Reports.

Like every IZ Analytics, the Network Zone has a Shared Folder. In our case the folder is called University of California System 01UCS_NETWORK.

  • Everyone with an NZ Analytics account has access to add, delete, and edit reports in this folder.

  • DO NOT modify anyone’s folder or work. Instead, copy the report to your own folder:

    1. Locate the report you wish to copy.

    2. Click the More drop down and choose Copy.

    3. Browse to your own folder location.

    4. Click the Paste buton on the toolbar.

    5. Verify your report runs correctly. If there are feeder reports, or something similar, you may need to copy them also.

  • Any campus IZ Analytics which has enabled their configuration to view NZ reports can also view, but not change, reports in this folder. Any reports located in the NZ Shared Folder area, but run in the IZ, will only return IZ accessible data.

Useful Fields and Folders

Institution

Screenshot of the Alma Analytics Institution Folder. The folder is expanded and underneath is Institution Code, Institution Name, Institution Address Line 1, Institution City, Institution State Province, Institution Country, Institution Postal Code, Institution Timezone, Data Available As Of, and Data Updated As Of.

When using NZ Analytics it will default to retrieving information from both the network zone and all campuses. Unless you intend to retrieve information for the entire UC system, one of the first things to do when creating or modifying a report is add an institution filter. The Institution folder is the last folder listed in every subject area. Either Institution Code or Institution Name are fine to use as a filter.

Network ID

Linked to NZ

Portfolio Details for Consortia Members

Available For Group

Roles

Additional Training

Alma Analytics: Become an Expert

In-depth webinar series by Ex Libris

Alma Analytics for Network Zone Consortia

YouTube overview of using Analytics within a consortia by Ex Libris (not customized for our setup)

Additional Documentation

Ex Libris Documentation: Configuring Analytics for the Network Zone

This explains how campuses can see the NZ Shared Folder in their IZ Analytics. The required NZ setting is already turned on. See our decision page for more information.

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