Report Naming Scheme

#1: Analytics Report Naming Scheme

In the Shared folder, you will be presenting your analytic to users who won't know the context of your work. Therefore, please try to be as precise and descriptive as possible in naming your analytic. As these reports will only be accessed by fellow Analytics users, feel free to get technical and employ language as it applies within Alma Analytics. In the description field, mention search criteria, filters and/or prompts used, and how the analysis results are displayed (list, pie chart, graph, etc.) Include your contact email if you are willing to answer questions or receive feedback about your analytic.

Example Format for Recommendation #1:

Title: Title count - Material Type Map (Physical) 2016 – Institution Name/Code

Description: A count of all Physical Resource types filtered by Material Type=Map with a Creation Date equal to or less than 12/31/2016, that are not suppressed from discovery.

#2: Tips for Creating Analytics folders/subfolders

1. Use folders/subfolders naming scheme and categorization similar to UWisconsin (Shared Folders\Community\Reports\Institutions\UWisconsin) and Orbis Cascade Alliance (Shared Folders\Community\Reports\Institutions\Orbis Cascade Alliance)

2. Assessment Team will review, edit, and add folders and subfolders

3. Suggestions for new folders and subfolders will be reviewed by Assessment Team before they are added. Send ideas to any Assessment team members**.

#3: Duplicate Analytics reports

Those running and saving reports to the analytics folders are strongly discouraged from saving duplicates of or modified versions of out-of-the box reports especially if those versions are test reports. Only unique reports ready for use will be added to the folders/subfolders. Seek input from any Assessment team member if there is uncertainty.