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aod user`s manual - Cengage Learning

1. eee ee eene ee ee e eee eee eene neon 7 13 72 1 Marketing Action Mailing List Non Patrons Initial Screen 7 13 72 2 Marketing Action Mailing List Patrons 1 7 14 72 3 Marketing Action Mailing List Non Patrons Unlock File Upload 7 15 8 0 PATRON VOTER ANALYSES aus 8 1 8 1 Patron analys s ash 8 1 eI Patron Voter Analysis Initial Screen hs ee t ED eee ea 8 1 8 1 2 Patron Voter Analysis De SCPIDHOD succo obe Burke 8 2 8 1 3 Patron Voter Analysis Library eaa 8 3 5 1 4 Patron Voter Analysis Patron Pile ss 8 4 AOD User s Manual Page iv 8 1 3 Patron VoterzAnalysis Volet File reelle lee 8 8 8 1 6 Patron Voter Analysis Geographic Service Area ccccccccccccccccccccccceeceeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 8 12 8 1 7 Patron Voter Analysis Optional Outputs ccc cceee eee e cece eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 8 13 9 0 BRANCH INSIGHT S ra EE Ed E 8 1 9 0 Branch Insights usted asi dE ad VES 9 1 9 1 Branch el ove Eos 9 1 9 11 BranchInsiehts lita SCEGCH E were 9 1 O02 Branc hInse hts Destplon a a 9 2 9 13 Branc hInse hte ollectdon Di
2. Circ Active TOT CHKOUT Barcode After you upload your patron file scroll down the screen and you may choose two filters a patron activity date or b percentage of top patrons As noted the first filter is patron activity date Click the icon for a drop down menu of choices The default is the All Patrons Additional Filters Activity Date Click the drop down box to make a selection All Patrons Active Last 6 Months Inactive Last6 Months Active Last 12 Months A Inactive Last 12 Months Active Last 18 Months Inactive Last 18 Months Active Last 24 Months Inactive Last 24 Months Active Last 30 Months Inactive Last 30 Months Active Last 36 Months Inactive Last 36 Months Prev This means that all patrons regardless of activity on their library card 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 Patron File 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 AoD User s Manual Page 3 7 3 0 Patron Profiles Public most common choice is the last date of patron activity with no filter applied when extracting the file from the ILS The next filter Checkout Ranking allows you to select a percentage of your heaviest or least
3. mm dd yyyy If you elect to only include groups of patrons by their activity date click on the FILTER BY LAST ACTIVE DATE and the following window appears Date Filter 7 Analyze all patrons regardless of Last Active Date Filter by Last Active Date Set the date filters to only include patrons within activity between the FROM and TO dates F ROOM E Howermber 20714 Sun Mon Tue Wed Thu Fri 4 5 6 41 412 13 14 48 19 24 25 26 27 28 Today 11 20 2014 Nowe ibe 20714 Sun Mon Tue Wed Thu Fri 4 5 6 41 12 13 14 48 498 24 24 25 26 27 28 2 Today 11 20 2014 AoD User s Manual Page 6 7 6 0 Marketing Action Patrons You can now select a beginning and ending date window of activity and the app will exclude any patron that has a last active date that falls outside of this window You may also filter by the number of checkouts by selecting the Checkout Ranking option Checkout Ranking Top r Yo OT Patrons 100 100 All Patrons This option will allow you to specify the top or bottom percentage of your patrons to include in the analysis To determine the top bottom percent all checkouts are summarized at the household level Then the top or bottom percentage you specified are included in the analysis The remaining patron records are not included Click Next at the lower left side of the screen to proceed to the next tab 6 1 5 Marketing Action
4. amp Audiobook File 4 Geographic Service Area 5 Optional Outputs Library Service Area Define your library s service area here Select geographies that define the library service area Click the sign to expand the tree Block Groups 1 CCDs MCDs by County 1 Census Tracts Congressional Districts 114th a Counties 9 7 DMA by State 1 Metro CBSAs by State Places 4 1 States ZIP Codes by County OR Upload your library s service area file Spatial formats only Location Filter Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above Previous Next X You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx Y XDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial formats only button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree When the file appears in the file window bypass
5. 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 activity date and email address 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 AoD User s Manual Page 6 6 6 0 Marketing Action Patrons 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 Browse to select the patron file associated with the library location Use the drop down boxes to select the patron address field Please select the file and fields below Gale Public Library 3000 PPxl sheet1 W Browse ADDRESS Addess 1 Uy Selecta Field Street Number Street Name Street Suffix Address 1 City State ZIP Code Address Circ Active TOT CHKOUT Barcode Db mE After aligning the fields to your input data file you have the option to filter your patrons by their last active date The default as shown below is all patrons regardless of Last Active Date Date Filter Analyze all patrons regardless of Last Active Date Filter by Last Active Date Set the date filters to only include patrons within activity between the FROM and TO dates FROM mm dd yyyy
6. 34505 BUNKER HILL DR FARMINGTON HILLS MI 48331 35230 13 MILE RD FARMINGTON HILLS MI 48331 29505 ANDOVER BLVD FARMINGTON HILLS MI 48331 28641 AUBURN CT FARMINGTON HILLS MI 48331 AoD User s Manual Page 2 12 3 0 Patron Profiles Public 3 0 PATRON PROFILES AoD User s Manual 3 0 Patron Profiles Public 3 0 PATRON PROFILES This section provides a detailed description of the Patron Profiles app 3 1 Patron Profiles 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 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 Aanalu6ics GALE j Welcome Public Gallery Collections lt Pat nn Pratiius This screen provides key information AoD User s Manual Page 3 1 3 0 Patron Profiles Public e Version number When th
7. After selecting the patron filter click Run 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 AoD User s Manual Page 8 13 8 0 Patron Voter Analysis The Job Patron Voter Analysis has completed successfully X 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 Re Run 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 8 14 9 0 Branch Insights 9 0 BRANCH INSIGHTS AoD User s Manual 9 0 Branch Insights 9 0 BRANCH INSIGHTS This section provides a detailed description of the Branch Insights app 9 1 Branch Insights This section provides a detailed description of the Branch Insights app This app provides a list of existing patrons who have voted or not voted in previous elections in order for the library to provide outreach to encourage their patrons to get to the polls to support any ballot initiatives that concern their local library There are three input steps to the appli
8. Browse Click the button to browse for the csv input file located on your hard drive and or network drive for uploading This process of uploading 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 ran the Marketing Action Analysis Non Patrons app and saved the csv input file before accessing this app 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 7 15 7 0 Marketing Action Non Patrons Marketing Action Mailing List Non Patrons gt 2 Description Uniock File Upload YOU Shou fave recevec an Unlock J Mai keling Acton Ang yss IR IT Cy rm a ock Hie c OC TB gt Somb Geil Downton ey Doris p Vau can recense up to 50 000 housetotds pes ru Organic iow laides iz H Fevoties Qj Marketing cen Urince B Dumrlusch Q J Marketing Acton Urince Heiden 1148 8014 226 9M Mensen bere Plecia Seypevetupd bee navi 1511 A Osco_Webts_Acd Onil hee tt and n i v Lernen 04 Marketing Action Unlock FAe 37 csv T t Torumert z Ga Marketing Action Unlock IL12 2914920PM Mu E a Mini Bi Marketing Action Flees LLAYNUGSPM Mx E Es P
9. True or 1 then it is interpreted as the patron DID vote If there is any other value or the field 1s empty then it is assumed the patron DID NOT vote Next you prompted to select if you want to report on ALL elections or ANY election and which elections to include in the analysis Voting Filter Patron must have voted in the selected election s Choose any combination below Voted in ALL selected elections Voted in ANY selected election Election 1 Election 2 Election 3 a Voted in ALL selected elections will include all patrons who voted in ALL the elections that you check off below i e Election 1 Election 2 Election 3 For example if you select this option and then check off Election 1 and Election 3 the patron must have voted in both Election 1 and Election 3 to be included b Voted in ANY selected elections will include all patrons who voted in ANY of the elections that you check off below i e Election 1 Election 2 Election 3 For example if you select this option and then check off Election 2 and Election 3 the patron must have voted in either Election 1 or Election 3 to be included Next Click at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 8 11 8 0 Patron Voter Analysis 8 1 6 Patron Voter Analysis Geographic Service Area Your next step is to identify the geographic area you want to analyze Examples of geographies include a the libr
10. Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs Select patron file and fields denoting checkout metrics Address information contained in one field Address information contained in multiple fields 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 Browse to your file Y Browse GU 1 Alteryx Gale Public Library Search Gale Public Library r Organize New folder B Suite Optional i Name Date modified p d 15 minute GPL yxdb 3 2 2015 9 59 AM City _ l gt M DNow Apps d Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM v b di Documentation aj 5 ilevxdb 11 11 2014 9 18 PM Square mile yx 2014 9 V State gi 22 Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM Y B Apps E Collection Intelligence Public yxzp 9 29 2014 4 10 PM Zip rn Libs eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM DM A 22 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM Date dien Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM Y i GPL PatronVoterOutput csv 3 2 2015 1 19 PM 8 eternal Akers Gale Public Library 3000 PP xlsx 3 19 2015 11 14 AM Checkouts Optional Internal apps GPL CI setup fields xlsx 3 13 2015
11. All Fils CH Freviaus Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is correct by clicking Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Once you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields to the names on each of the fields identified in this tab location code branch name and address field s 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 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 After you upload your definition setup file scroll down the screen to select the format of the location code in your branch definition setup file Note that once you upload the definition setup file you will also need to also identify whether the location code is a standalone field a full location code or whether it is part of code that identifies several different types of information e g location and subject similar to what you did when you loaded the collection file The radio bu
12. GPL CI setup fields xlsx h omputer SubjectGenre 8 GPL Collection Intelligence File xlsx v Network a x Location Code Optional File name Files Ec Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is the correct one by clicking Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection AoD User s Manual 4 0 Collection Intelligence 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 required field Please select file and fields GPL Collection Intelligence Fi Item test Browse FORMAT Format SUBJECT GEMRE Select a Field Selecta Field Format Mapped to FORMAT Shelf Location street Number Street Name street Addre
13. 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 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 calculation may take hours AoD User s Manual Page 6 10 6 0 Marketing Action Patrons The final decision you will need to make is a decision as to whether to include all of your patrons only those patrons that reside within the geographic area you have chosen or only those patrons that reside outside the geographic area you have chosen The default 1s to only select the patrons in the geography chosen so change this selection if you elect to include everyone regardless of where they live Location Filter Analyze all patrons regardless of their location amp Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF
14. activity 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 AoD User s Manual Page 7 6 7 0 Marketing Action Non Patrons 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 Browse to select the patron file associated with the library location Use the drop down boxes to select the patron address field Please select the file and fields below Gale Public Library 3000 PPxl sheet1 W Browse ADDRESS Addess 1 Te Selecta Field Street Number Street Name Street Suffix Address 1 City State ZIP Code Address 3 Circ Active TOT CHKOUT Barcode Db mE Mile e After aligning the fields to your input data file you have the option to show patron household on the map that is created Normally only non patron households will be mapped but selecting this option will show both patrons and non patrons in differing colors on the same map Map Option Show Patrons on the map Finally you may filter your existing patrons by their last active date The default as shown below 1s all patrons regardless of Last Active Date Date Filter Analyze all patrons regardless of Last Active Date Filter by Last Active Date Set the date filters to only include patrons within activity bet
15. audioBooks Insights will also be using this file As an example the full file would look as follows if the address was in one column Address Last Active Total Barcode Date Checkouts optional 34505 BUNKER HILL DR FARMINGTON HILLS MI 48331 7 7 2000 2758893 35230 13 MILE RD FARMINGTON HILLS MI 48331 7 7 2000 2782499 29505 ANDOVER BLVD FARMINGTON HILLS MI 48331 7 7 2000 2286129 28641 AUBURN CT FARMINGTON HILLS MI 48331 7 7 2000 1815185 Collection Intelligence two files Data Input File 1 excel file that includes the following three pieces of data in any order columns must have header names the specific names are not important as long as the columns have names 1 Shelf Location code this normally includes a location code but your library may not use a location code so that is optional this column represents where a librarian would reshelf the item 2 Format e g book CD Audio etc 3 Patron address if in one column delimiters are necessary As an example a file would look as follows with the address in one column Shelf Location 34505 BUNKER HILL DRSFARMINGTON HILLS MI 48331 35230 13 MILE RDSFARMINGTON HILLS MI 48331 8 maadv 29505 ANDOVER BLVDSFARMINGTON HILLS MI 48331 8 koadv 28641 AUBURN CTSFARMINGTON HILLS MI 48331 Definitions Setup File 2 OPTIONAL without this file only the codes will show in the report output excel file that includes the following columns in any or
16. 18 PM ME ae v RE Desktop 8 Librari 87 Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM ibraries ES 87 Collection Intelligence Public yxzp 9 29 2014 4 10 PM Documen eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM usic Z 4 Select this button if the address is in multiple fields lg Pictures 22 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM 87 Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM amp Subversion GPL PatronVoterOutput csv 3 2 2015 1 19 PM Map Option BE Videos gt Gale Public Library 3000 PP xlsx 3 19 2015 11 14 AM B Esposito Frank LJ Show Patrons on the map GPL CI setup fields xlsx 3 13 2015 3 29 PM ME Computer GPL Collection Intelligence File xlsx 3 19 2015 11 16 AM Network Date Filter File name Analyze all patrons regardless of Last Active Date Filter by Last Active Date Open 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 a Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection 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
17. 29 2014 4 11 PM A e bees 22 Collection Intelligence Public yxzp 9 29 2014 4 10 PM A E aic 22 eBook Audicbook Insights OD yxzp 9 29 2014 4 11 PM 4 a l gz eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM A 22 Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM Al EEE 82 GPL PatronVoterOutput csv 3 2 2015 1 19 PM M iz dcs 5 Gale Public Library 3000 PP xlsx 3 19 2015 1114 AM M ee 5 GPL setup_fields xIsx 3 13 2015 3 29 PM M B GPL Collection Intelligence File xlsx 3 19 201511 16 AM Gia Network les n 4 File All Files Cancel Previous Next AoD User s Manual Page 5 7 5 0 eBooks amp audiobooks Insights 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 Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet OD Patron Insights 6 9 14 OD Patron Insights 6 9 14 xInm amp FilterDatabase Sheeti 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 formats subjects and library card If the heading in the input file 1s similar to the descriptive name on the screen AOD auto selects that column Verify
18. 3 29 PM 85 GPL Collection Intelligence File xIsx 3 19 2015 11 16 AM w m gt Library Outcom gt JE Log Files File name Additional Filters Activity Date Checkout Ranking 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 Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Ox Cancel Once you have confirmed the selection AOD loads the file into the app and attempts to match the columnar 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 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 3 6 3 0 Patron Profiles Public Please select file and fields Gale Public Library 3000 PP xL sheeti Browse TOTAL CHECKOUTS Select a Field ADDRESS Address d Select a Field Street Number Street Name Street Suffix City State amp el ZIP Code
19. Action Analysis Output File Marketing Action Unlock File csv 2 total g CSV No preview available Opening Marketing Action Unlock File csv You have chosen to open Marketing Action Unlock File csv which is Microsoft Excel Comma Separated Values File from http clouddev alteryx cengage com What should Firefox do with this file 9 Open with Microsoft Excel default Save File Do this automatically for files like this from now on one You can then find and select this file when running the Marketing Action Mailing List Patrons app Run To run this app click Run at the lower left side ofthe screen to begin the analys s When the analysis completes the following message will appear on screen if you are still logged on The Job Marketing Action Analysis 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 T re run the analysis with a different filter select the button at the lower left side of screen All your information is saved and you can modify any earlier choices AoD User s Manual Page 6 13 6 0 Marketing Action Patrons 6 2 Marketing Action Mailing List Patr
20. Analysis Patron Profile Your next step is to select specific filters to narrow down the exact demographic profile of the patrons you want to reach Marketing Action Analysis Patrons Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Jse the drop down boxes to select each filter The output report will provide a count of potential mail list candidates in each filter chosen A hierarchy methodology is employed in generating the final counts For example first select the Mosaic cluster then the demographics to filter this list further Build Patron Profile Mosaic Group Household Income Children in Household Length of Residence Type of Dwelling Previous Next You will build your patron profile by selecting the demographic attributes If you do not want to select a slice or portion of a demographic variable simply do not click on the radio button next to it All of that particular attribute will be included On demographic attributes you do want to filter click on the box next to the attribute to select each filter AoD User s Manual Page 6 8 6 0 Marketing Action Patrons Build Patron Profile Fl Mosaic Group Fl Household Income Children in Household E Length of Residence E Type of Dwelling The output report will provide a count of potential mail list candidates in each filter chosen A hie
21. Public yxzp 9 29 2014 4 10 PM Documents BERN eS eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM Pict 87 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM i Pictures 2 TRETEN Select this button ifthe address is in multiple fields 15 Subversion ation EEE TNNT Bi via H GPL PatronVoterOutput csv 3 2 2015 1 19 PM ideos Addit Filt Bi Esposito Frank B Gale Public Library 3000 PP xlsx 3 19 2015 11 14 AM F HEETS posito Fran GPL CI setup fields xlsx 3 13 2015 3 29 PM A Computer rs P GPL Collection Intelligence File xlsx 3 19 2015 11 16 AM Activity Date amp Network 4 m p Fae ame AlbFiles v Checkout Ranking Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is K correct by clicking NOR Note Excel workbooks can contain multiple spreadsheets which 1s why it is important to confirm the selection Select Table Snect sheet Once you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields to the names on each of the fields identified in this tab checkouts address active date and email 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
22. 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 is automatically deleted This process is illustrated in Figure 1 Figure 1 Analytics on Demand Network Diagram Repository Demographics MOSAIC etc i ILS eBooks eMag PC use etc e gt gt 8 y emori AoD User s Manual Page 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 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 Genera
23. and the city No other delimiter is required 2 5 3 App Input file Formats AOD requires that data input files be in specific formats In effect AOD is ILS agnostic but does require a certain format be used Following are the requirements and examples of file formats for each of the existing apps Patron Profiles amp Marketing Action one file Excel file that includes the following three pieces of data in any order columns must have header names the specific names are not important as long as the columns have names Patron address o the patron address can either be in separate columns as follows 34505 Bunker Hill Dr FARMINGTON HILLS MI 48331 35230 13 MILE RD FARMINGTON HILLS MI 48331 29505 ANDOVER BLVD FARMINGTON HILLS MI 48331 28641 AUBURN CT FARMINGTON HILLS 48331 AoD User s Manual Page 2 9 2 0 Getting Started orin column if in one column note the position of delimiter as follows Address 34505 BUNKER HILL DR FARMINGTON HILLS MI 48331 35230 13 MILE RD FARMINGTON HILLS MI 48331 29505 ANDOVER BLVD FARMINGTON HILLS MI 48331 28641 AUBURN CT FARMINGTON HILLS MI 48331 Checkouts you may select the time period e g could be in total last year last two years etc Last active date the date the last time a patron checked something out tis also beneficial to include one additional optional field the patron barcode as other apps Collection Intelligence amp eBooks amp
24. are selected once the file loads Additionally you may filter patrons by last active date 3 PATRON PROFILE Option to receive Unlock File for use in the Mailing List app From the drop down menus provided select the specific demographic filters that will be used to match against households in your service area 4 GEOGRAPHIC SERVICE AREA Select the geography of your library s service area You may also select a custom geography created by DemographicsNow or any other accepted spatial format YXDB SHP TAB KML You may also select from a list of pre defined geographies This can be by county zip code city block group census tracts or any other defined geography 5 OPTIONAL OUTPUTS Choose to output a summary report of your data health and data records that could not be processed RELEASE NOTES 08 27 2015 Changed the description for U00 Mosaic segment to Unassigned to better reflect that these are households that are found on Experian but have not yet been 5 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 7 2 7 0 Marketing Action Non Patrons Marketing Action Analysis optional Job 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 Next button
25. button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree After you select a geography scroll down the screen and choose the final filter whether to include or exclude patrons outside the geography selected 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 AoD User s Manual Page 8 12 8 0 Patron Voter Analysis After you select a geography scroll down the screen to the final filter whether to include or exclude patrons outside the geography selected Finally the location 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 only those patrons that fall WITHIN your service area defined above includes patrons only if their addresses lie within the service area geography you defined earlier Clicking Analyze only those patrons that fall OUTSIDE OF your service area defined above includes patrons only if their addresses lie outside the service area geography you defined earlier Location Filter Analyze all patrons regardless of their location Analyze only th
26. eeeeeeseeeeeeeeseseseeeeee eene e nnn n nnn nnn nns 5 4 5 1 5 eBook amp AudioBook Insights eBook and AudioBook 5 6 5 1 6 eBook amp AudioBook Insights Geographic Service Area uueeeeeeeeeeeeseeseseennennnnnnnnnnnnnnnnnnnnnennenneeenen 5 9 5 1 7 eBook amp AudioBook Insights Optional Outputs sesesesesesssesseeeeeene nennen nennen 5 11 6 0 MARKETING ACTION PATRONS se ah a I e 6 1 6 1 Marketing Action Analysis Patrons ssssssssssessssssssnssssnnnnnssssnnnssnnnnnnssssssnnssnnnnssssnsssssssnee 6 1 61 1 Marketings Action Analysis Initial Screen oie es 6 1 6 1 2 Marketing Action Analysis Description 6 2 6 1 3 Marketing Action Analysis Library Information essessssssssseseeeeeeeeene enhn nnn nnn nnn nnn nnns 6 3 6 1 4 Marketing Action Analysis Library Patrons usussseseeseeeeeeeenenenennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnenn 6 4 6 1 5 Marketing Action Analysis Patton Probe oec o P esta ee 6 8 6 1 6 Marketing Action Analysis Geographic Service Area ueeeeeeeeeseeseeessssssssssssnnnnnnnnnnnnnnnnennnnennennennnn 6 10 6 1 7 Marketing Action Analysis Optional 6 11 61 8 Marketine Action Analysis Attention nasse RR e uM ER II HMM EE 6 12 6 2 Marketing Action Mailing List Patrons eee e e eere eee ee e e eere eee eene een
27. 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 8 5 8 0 Patron Voter Analysis Patron Voter Analysis Job Description 1 Library Information 2 Patron File 3 Voter File 4 Geographic Service Area 5 Optional Outputs 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 Qu a Alteryx Gale Public Library Search Gale Public Library AddressFull zu z Organize v New folder Date RE Desktop Name Date modified Y Downloads Li nS e 94 15 minute GPL yxdb 3 2 2015 9 59 AM fei t Checkouts Optional 3 3 Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM we 24 Square mile yxdb 11 11 2014 9 18 PM eskto Email Optional 3 Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM Ecc EH a O J 1 1 87 Collection Intelligence
28. formats only button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree After you select a geography scroll down the screen and choose the final filter whether to include or exclude patrons outside the geography selected Patron Profiles 9 Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs Library Service Area Define your library s service area Select geographies that define the library service area Click the sign to expand the tree 8 10 Block Groups CO CCDs MCDs by County amp 7 Census Tracts LN Congressional Districts 114th 1 Counties amp 7 DMA by State 8 Metro CBSAs by State 8 Places amp 7 States 8 0 ZIP Codes by County OR Upload your library s service area file Spatial formats only Location Filter Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above Previous Next AoD User s Manual Page 3 9 3 0 Patron Profiles Public Finally the location filter looks at whether patrons live inside or outside the library service area The default selec
29. from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx Y XDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial formats only button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree 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 AoD User s Manual Page 7 10 7 0 Marketing Action Non Patrons 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 s
30. left side of the screen to begin the creation of the mailing list When the mailing list is complete the following message will appear on screen if you are still logged on The Job Marketing Action Mailing List Patrons has completed successfully The mailing list will appear on screen Select the output you want to save the mailing to by clicking on the file types above the list AoD User s Manual Page 6 16 Marketing Action Mailing List Patrons fiput File MeiingLetgeen 11053 r as pdt oxx 9 e nmm zo Adimas SURNAME SPAMS Sand KASEMOWY CAN MW 400k poran ALCUSSEM WING RUPERT acu 1 nee asy Den VEM EC ANEFRT AoD User s Manual ADORESS DAP V YD urna vuv na 25209 NT ADO VEN CR 2317 MOURN VALLEY D Mit 0 n ra 2022 IDOES V 24281 N MVA mr 20264 EDEN VALLTY OF um AMPSIEAD LU THIS AVERT A IN 77355 MIDS L 20720 PO LS 77 79 AMPETEAD 549m 77 AUFSTEAD 1 AMTTIEBAD SOU Its Se LN EN I T4 AMPSTEAD 20 Lavette LN CAMERORGE 17197 AMESTT AD SLT 27231 CAMEIIOCE LH 17330 RATEN 1 CES CAPT K OU 17772 GAINES MLL WAY ZH Sal SI HPA ene Ne ADDRESS 2 6 0 Marketing Action Patrons cry sim ARSHGTCN A RUMTON ARESHZTON fami on T RISINATON ARNGTON
31. library e To choose whether or not to display the library location on any maps views when it is outside of the selected Service Area eBook amp Audiobook Insights o Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs Lib ra ry Nam e Address State AL Y 5 digit ZIP code Optional Report Title Map Options Force Library Location on Maps may skew map based on Service Area Selection Previous Next Click Next at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 5 3 5 0 eBooks amp audiobooks Insights 5 1 4 eBook amp AudioBook Insights Patron File The next tab Patron File 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 eBook platform 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 the default This screen shows the single column address view eBook amp Audiobook Insights o Description 1 Library Information 2 Pa
32. of the commands AoD User s Manual Page 9 2 9 0 Branch Insights Branch Insights 2 Description 1 Collection File 2 Definitions Setup File 3 Report Options 4 Geographie Service Area Attention Hext This tab allows you to name an output report in the text box located in the top left portion of the screen Branch Insights Optional Job 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 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 9 1 3 Branch Insights Collection File The Collection File tab provides the capability for you to upload a data file typically an Excel file from your ILS This file requires two pieces of required information and one optional field a address b location code which is usually a code that identifies the borrowing library branch and c the activity date of the patron an optional field 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 AoD User s Manual Page 9 3 9 0
33. patron name address total checkouts and last active date fields Please select file and fields V Browse AddressF ull Date Checkouts Optional Email Optional Select this button if the address is in multiple fields Additional Filters Activity Date Checkout Ranking Previous Next AoD User s Manual Page 8 4 8 0 Patron Voter Analysis The following screen shows the multiple column address view Patron Voter Analysis 9 Description 1 Library Information 2 Patron File 3 VoterFile 4 Geographic Service Area 5 Optional Outputs 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 tota checkouts and last active date fields Please select file and fields Y Browse Address v Suite Optional v City State 21 v Date Checkouts Optional Email Optional v Additional Filters 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
34. patrons The analysis covers only the specific geographic area you select 4 1 1 Collection Intelligence Initial Screen The following screen appears when you click the Collection Intelligence app alucics GALE CENGAGE Leaning is Library Publiez Gallery P ellmern Collection Intelligence v Private Studia j e Zr Subseriber Apps Gale Cengage Lessing Collections Hprazrler 14 days au a Marketing Action Patrons Run 3 time Patron Profiles Lolecrion loteligeece run sh lt Wari Ming Action Minm Patrans x eBook amp Audiobook insight This a pica pides beacons of libram Chess Dy aital gente and Eust will creban af Tixirzal amd genie checkouls amag vais pahan demi apii seine here are steps 10 the acolirstion Hew Collection E lis App Results n Step 2 Me user may enter a fle with the definitions of ihe format ganra and location codes 15 n er hast an n 1 i d P 1 cs On Demand User Guide right T Collectiva Iniefigence y Collechor Inielrgence This screen provides the following key information AoD User s Manual 4 0 Collection Intelligence 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
35. the Marketing Action Unlock File csv option and the screen will switch to that output as shown below Marketing Action Analysis Output File Marketing Action Unlock File csv 2 total 7 CSV No preview available Simply click on the csv icon and a box will appear to allow you to open it or save it to your hard drive AoD User s Manual Page 7 12 7 0 Marketing Action Non Patrons Marketing Action Analysis Jutput File Marketing Action Unlock File csv 2 total No preview available Opening Marketing Action Unlock File csv You have chosen to open Marketing Action Unlock File csv which is Microsoft Excel Comma Separated Values File from http clouddev alteryx cengage com What should Firefox do with this file Open with Microsoft Excel default Y Save File for files like this from now Cancel You can then find and select this file when running the Marketing Action Mailing List Non Patrons app To run this app click Run at the lower left side of the screen to begin the analys s When the analysis completes the following message will appear on screen if you are still logged on The Job Marketing Action Analysis has completed successfully X 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 a
36. 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 A Collection Intelligence o Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs File Upload Select this button if the address is in a single field Select this button if the address is in multiple fields Open Please select file and fields QU Alteryx Gale Public Library v 4 Search Gale Public Librar Browse Organize v New folder Hc o m Address BE Desktop Name Date modified TES Download Suite Optional nna 15 minute GPL yxdb 3 2 2015 9 59 AM SURE ipu Recent Places v d Gale PL Service Area 5 min yxdb 94 Square mile yxdb City Dti d Y E E Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM Libraries x gi D 87 Collection Intelligence Public yxzp 9 29 2014 4 10 PM Slate Documents 2 g eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM usic 87 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM Zip i Pictures on 22 Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM Subversion H Via fi GPL PatronVoterOutput csv 3 2 2015 1 19 PM Format eos 1 Format BE ii TN 5 Gale Public Library 3000 PP xlsx 3 19 2015 11 14 AM sposito Fran i 3 re WC E
37. will expand allowing you to browse files on your hard drive network and chose one After you select a file you w ll 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 Location Code and Location Description drop down lists are optional and need only be matched aligned with the file columns if you use location identifiers Collection Intelligence Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs Previous Next Next Click at the bottom left side of the screen to proceed to the next tab AoD User s Manual 4 0 Collection Intelligence 4 1 6 Collection Intelligence Geographic Service Area 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 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs Library Service Area Defi
38. you only want to analyze patrons within the geographic area you specified or all patrons regardless of the geographic area 5 OPTIONAL OUTPUTS Choose to output maps showing where patrons reside based on library behavior a summary report of your data health data records that could not be processed and records that could not be matched to Experian RELEASE NOTES 09 04 2015 Corrected issue with Experian household and eBook file counts on the summary page 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 amp Audiobook Insights Job Name AoD User s Manual Page 5 2 5 0 eBooks amp audiobooks Insights 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 Next 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 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 calculate the drive time for each library patron from their home to the
39. your patron borrowing in several different ways by geography by item type and by subject genre If you want to analyze physical borrowing please use the Collection Intelligence app 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 PATRON FILE tab 1 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 2 PATRON FILE Upload a collection file that you previously saved to your hard drive This file MUST have the patron address Verify these fields are selected once the file loads 3 EBOOK AND AUDIOBOOK FILE Upload the collection file which contains patron eBook and audiobook activity This file MUST have three pieces of information library card number format and subject Verify these fields are selected once the file loads This app will handle collection files from both Overdrive and 3M Cloud 4 GEOGRAPHIC SERVICE AREA Select the geography of your library s service area You may also select a custom geography created by DemographicsNow or any other accepted spatial format YXDB SHP TAB KML You may also select from a list of pre defined geographies This can be by county zip code city block group census tracts or any other defined geography Additionally select the radio button that determines whether
40. zip code city block group census tracts or any other defined geography Additionally 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 5 OPTIONAL OUTPUTS that could not be matched to Experian RELEASE NOTES 9 11 2015 Perfomance enhancements to handle larger collection files Next AoD User s Manual 4 0 Collection Intelligence This tab allows you to name an output report in the text box located in the top left portion of the screen Collection Intelligence optional Job 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 Nex button on the lower left side of the screen or the tab at the top of the screen 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 15 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 calculate the drive time for each library patron from home to the library e To choose whether or not to display the library location on any maps views when it is outside of t
41. 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 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 2015 Data Update Schedule pot 04 x x X qo x __ qo o x x LM rs Spatial Data Designer Update Week of Aug 10 Week of Mar 7 Week of Aug 24 Week of Mar 21 _ CASS Feb Apr Jun Aug Oct Dec AoD User s Manual Page 2 7 2 0 Getting Started 2 4 AOD Data Security 2 4 1 Cloud Storage Security e Amazon Web Services AWS 15 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 t
42. Address TOT Barcode Circ Active CHKOUT 34505 BUNKER HILL DR FARMINGTON HILLS MI 48331 2758893 7 7 2000 35230 13 MILE RD FARMINGTON HILLS MI 48331 2782499 7 7 2000 29505 ANDOVER BLVD FARMINGTON HILLS MI 48331 2286129 7 7 2000 28641 AUBURN CT FARMINGTON HILLS MI 48331 1815185 7 7 2000 Data Input File 2 Overdrive information excel file that includes the following three pieces of data in any order columns must have header names the specific names are not important as long as the columns have names 1 Format eBook audioBook etc 2 Subject field AoD User s Manual Page 2 11 2 0 Getting Started 3 Unique library patron identifier code could be a bar code or a unique Overdrive code this code must be identical in both files in order match for address locations As an example a file would look as follows Format Subjects Fiction Mystery Non English Fiction 2758893 Audiobook Fiction Mystery 1064524 Home Design amp Decor Nonfiction 2758153 Nonfiction Self Help Sports amp Recreations 1954906 Marketing Action both Patron amp Non Patron one file Excel file that includes the following one piece of data column must have a header name the specific name is not important as long as the column has a name 1 Patron address o the patron address can either be in separate columns as follows o one column if in one column note the position of the delimiter as follows
43. Branch Insights Branch Insights i Q Description 1 Collection File 2 Definitions Setup File 3 Report Options 4 Geographic Service Area Attention Note that once you upload the collection file you will need to also identify whether the location code is a standalone field a full location code or whether it 1s part of code that identifies several different types of information e g location and subject The radio button defaults to a single code however if your location code is the prefix of a much longer code identifier select the PARTIAL LOCATION CODE radio button and then select the number of characters that identify the location as shown below Use the full or partial LOCATION CODE field in Collection file to designate Branch location Use Full LOCATION CODE Use Partial LOCATION CODE select the number of characters from the beginning of the LOCATION CODE field that designate the Location Default is 2 7 Click at the bottom left side of the screen to proceed to the next tab 9 1 4 Branch Insights Definitions Setup File Use the Definitions Setup File tab to upload a manually created file normally an Excel that you created to identify all of your individual branch locations This file requires two specific pieces of information individual branch address single or multi column and the location code that identifies that specific branch All library branches must be identified in this file else the app w
44. Branch Insights s i Description 1 Collection File 2 Definitiana Setup File 3 Report Options 4 Geographic Service Area Attention A iclude ALL branch iocabons In your setup Also do nat Include Book Mobles m your setup file Missing branches and Book Mobiles will alter the patron analysis to the detriment of other branches Upload 1 1d Fel Zn en dell r Comp 3 frz v Fold duct Alten 2n Bl 161 Organize dew told d e BE Dect blame 1 d TE Marketing Acti Patrons pdf Recent Places 21 ine GPL sell 1 OCATION CODE Gale PL Service rea 5 mir yxdb F Libris 34 Tare iilis adl 14 ER Albers BRANCH Document Pi Collection Intelligence Public Mapsco 3 28 2024 4 11 Pp Alterac Module Pa 56 KE E ura xar Een IP Pictures gi d Audiobook hts B videos eBook and auelichuck Iriga Maps OO yeep Petron Profiles Public 21 ter BE EPL cus B Cale Public Library 2000 PP ods Tene address Is in mu P Toshiba Canvis Hard Dove G GPL Branch Insights Samgle Flu dea OS gssechuk B GEL CI Fisldzadz Ist uli ar paztial LOCATION CODE fi ies spera date B EPL Collection Intelligence Fdo sies tian AM Ge groups Drm he B GPL CO Samale File VUES 11 21 AM Microsoft we LER Les nrryodstabunelie pamik spi Weber Nekala I 3l Li I Fin nimni
45. GALE analytics USER S MANUAL Analytics on Demand AOD Gale a part of Cengage Learning September 2015 v3 1 Revision Sheet New AOD site revisions to existing apps Marketing Action apps added AOD User s Manual Page ii AOD USER S MANUAL TABLE OF CONTENTS Page 1 0 GENERAL INFORMATION RIPE PII Yee XR CERE Ee aris I 1 1 1 System OVER VICW ve sccsssistastovssccelavzssaviavesecssusietivavtssaviuslususiadsssacsuvesssueasasoubascasstoassenaried saseensaleds 1 1 1 2 PONS OF COMA Cais suot E E 1 2 MEE SI TOSS OIC EE EE 1 2 123 2 Technical SUpport asce BE te ud M M LEE 1 2 1 3 Organization of the AOD User Guide cce Leere eee e eere eee eene neenon oett ettet eese ssa 1 2 1 4 Acronyms and Abbreviations uses 1 2 2 0 GETTING STARTED na 2 1 2 1 Loscme LG seme RR Ra 2 1 2 2 System Fs poi I Ur 2 2 ERE AD Se ORE 2 2 22 2 Sdo OME CHONG im viet cue Doo ted nenne 2 3 2 3 Changing Selected User ID Information and Password eere eee 2 5 2 3 AOD Data SOUP COS T 2 6 2 3 1 Demographics Segmentation Syndicated Survey 2 6 2 3 2 demographics Household Di
46. KRSTOR A114 mH TEB 25268 HIRTSWONT DR Pai ed Tor a 2835 AoD User s Manual Page 7 16 8 0 Patron Voter Analysis 8 0 PATRON VOTER ANALYSIS AoD User s Manual 8 0 Patron Voter Analysis 8 0 PATRON VOTER ANALYSIS This section provides a detailed description of the Patron Voter Analysis app 8 1 Patron Voter analysis This section provides a detailed description of the Patron Voter Analysis app This app provides a list of existing patrons who have voted or not voted in previous elections in order for the library to provide outreach to encourage their patrons to get to the polls to support any ballot initiatives that concern their local library There are three 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 a voter file and fields identifying patron address and up to three election activities In Step 4 the user selects geographies to define a library service area 8 1 1 Patron Voter Analysis Initial Screen The following screen appears when you click the Patron Voter analysis app y analycics 7 GALE B i CENGAGE Leaming Welcome Library Free Apps Patron Voter Analysis Private Studio Cengage Alteryx s Studia Cengage Altena Collections Iploaced Tuesday at T4 Ma Actian Pat M Action file Run D
47. Marketing Action Patrons app This applications allows you to analyze existing library patrons residing in your library s service area that fit a particular demographic profile This app is designed to work with the same input file used for Patron Profiles although it will optionally use an email address field if your library captures that information on a patron record There are two separate apps included when you subscribe to this app the Marketing Action Analysis app and the Marketing Action Mailing List Patrons The Marketing Action Analysis app identifies a subset of your existing patrons that would be targeted for specialized programs new content or even fund raising to name a few uses This app allows multiple runs in order to narrow down the exact type of patron groups you want to reach When the analysis is completed the Marketing Action Mailing List Patrons app will generate the actual list of households 6 1 Marketing Action Analysis Patrons This section provides a detailed description of the Marketing Action Analysis Patrons app This app will produce two outputs The first will be the analysis report illustrating how many patrons fit the profile you defined The second will be an UNLOCK FILE in csv format that can be used in the Marketing Action Mailing List app to obtain those patron household names and addresses 6 1 1 Marketing Action Analysis Initial Screen The following screen appears when you click the Mar
48. TARTON ajanzrcn sim ARNT bae LE AIRAA i Fa TO TARUNGTON man ion T RSUNATON ARMGTO tap nz i on TARESNAIT ON TARUMaTCH Aj zr on on TARSIMGTON SWE t vi 2 n vt vt n t vi 19 t D Pt Deote Results 6 17 7 0 Marketing Action Non Patrons 7 0 MARKETING ACTION NON PATRONS AoD User s Manual 7 0 Marketing Action Non Patrons 7 0 MARKETING ACTION NON PATRONS This section provides a detailed description of the Marketing Action Non Patrons app This applications allows you to analyze potential new library patrons residing in your library s service area that fit a particular demographic profile This app is designed to work with the same input file used for Patron Profiles There are two separate apps included when you subscribe to this app the Marketing Action Analysis app and the Marketing Action Mailing List Non Patrons The Marketing Action Analysis app identifies a subset of potential new patrons that would be targeted to sign up for a library card to use the library This app allows multiple runs in order to narrow down the exact type of patron groups you want to reach When the analysis is completed the Marketing Action Mailing List Non Patrons app will generate the actual list of households 7 1 Marketing Action Analysis Non Patrons This section provides a detailed description of th
49. TION INTELLIGENCE unse 4 1 4 1 Collecion Intelligence anne 4 1 AOD User s Manual Page iii Ai Kolleetion Intellisenee Initial Sore in 4 1 4 1 2 Collection Intelligence Description 222222220200ssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnssnnnnn 4 2 4 1 3 Collection Intelligence Library Information eene 4 3 4 1 4 Collection Intelligence Collection File sssssssssssssssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnssnnnnnnnnsnnnnnn 4 4 4 1 5 Collection Intelligence Definitions Setup File 4 7 4 1 6 Collection Intelligence Geographic Service 4 9 4 1 7 Collection Intelligence Insights Optional Outputs eese 4 10 5 0 EBOOK AND AUDIOBOOK INSIGHTS asus 5 1 5 1 eBook amp AudioBook Insiglits eas ense eeoo ees ia Pep eo vaa Se abs Eo aan aaa aan 5 1 5 1 1 eBook amp AudioBook Insights Initial Screen oo cccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeseeeeeeeeeees 5 5 1 2 eBook amp AudioBook Insights Description esesesessesesseseeseeeeeenee nn nnnhnnnr nnn nnns nnns nsns sns s neis 5 2 5 1 3 eBook amp AudioBook Insights Library 5 3 5 1 4 eBook amp AudioBook Insights Patron File
50. This application provides 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 Link to Analytics On Demand User Guide clicking on this link takes you directly to AOD user guide 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 six 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 9 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs The Collection Intelligence report will allow you to analyze your patron borrowing in several different ways by geograp
51. VoterOutput csv 3 2 2015 1 19 PM 8 Gale Public Library 3000 PP xlsx 3 19 2015 11 14 AM GPL CI setup fields xlsx 3 13 2015 3 29 PM GPL Collection Intelligence File xlsx 3 19 2015 11 16 AM 4 n File name All Files E Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is correct by clicking Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection AoD User s Manual Page 5 5 5 0 eBooks amp audiobooks Insights Select Table Sheet sheet15 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 library card and address If the heading in the input file 15 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 required field Please select file and fields Gale Public Library 3000 PPxl sheet1 Browse LIBRARY CARD Select a Field Select a Field Street Number Street Na
52. ago Patron Profiles Public Gail Borden 26 days ago if y eBook and audiobook Insights OD Sacramento 26 days ago F m wi Patron Profiles Public Hershey 500 26 days ago F ww Patron Profiles Public 27 days ago P Patron Profiles Public PP Sample 27 days ago S AoD User s Manual Page 2 4 2 0 Getting Started 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 AG ona GICS GALE L nu NGAGE Lea ring Welcome Library Sctlings Free Apps T Apps Sign aut Private Studio E 3H Popular Latest JESCA Spp dy zm Collections ADD Collaboration Site ste Homebrew Recipe App s fe Iwitter Iracker zx QU has Dan nci THE go Gale Cengage leam ES QU aig Cengage Laam The following screen displays multiple tabs Only Pro
53. ains the electronic materials a public library s customers are and aren t borrowing on the 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 reports to craft marketing messages develop targeted marketing lists configure appropriate eBook 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 eBook 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 amp AudioBook Insights Initial Screen The following screen appears when you click the eBook amp AudioBook Insights app AlJanalubics car 2 SALE Welcome Library Public Gallen EN sii iid eBook amp Audiobook Insights v2 Private Studio Collections r n 1 lt Hraille bing Acon INon Fulrcais aehnaok A Audiobook This provides breakdowns cf ibrary checkouts by format genre and location with comeiation of formal and genre chez kauts among warlaus patron demographic segments There fau put steers tere New Gollechon App Results In ot He aser may e eflnt k amp insights This screen
54. allest 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 to the final filter whether to include or exclude patrons outside the geography selected AoD User s Manual 4 0 Collection Intelligence Finally the location 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 only those patrons that fall WITHIN your service area defined above includes patrons only if their addresses lie within the service area geography you defined earlier Clicking Analyze only those patrons that fall OUTSIDE OF your service area defined above includes patrons only if their addresses lie outside the service area geography you defined earlier Location Filter 9 Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above Next After selecting the patron filter click at the lower left side of the screen to proceed to the next tab 4 1 7 Collection Intelligence Insights Optional Outputs The final step in the process before running the report is to decide whether you want to include maps and other optional reports files in the output The maps include visuals of t
55. amount of time before Experian can profile them The household might could be vacant or for sale Excluding the Suite number in areas of high rise and multiple dwelling units lowers your match rate And finally the Experian data is updated quarterly so it may take time to work itself through the system Simply click the box to include the options you want or leave it blank if you elect not to Selecting maps 1s the final step in this process Click LJ 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 eBook amp Audiobook Insights has completed successfully X 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 re run the analysis with a different filter select the LJ 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 12 6 0 Marketing Action Patrons 6 0 MARKETING ACTION PATRONS AoD User s Manual 6 0 Marketing Action Patrons 6 0 MARKETING ACTION PATRONS This section provides a detailed description of the
56. an a a ae a a ee Ma ensis onions 2 6 2 3 9 Spatial aldea emitte D tates tM iei vien ep eet nern 2 7 2323 20 Data Update Schedules ae D 2 7 2 4 AOD Data G 2 8 24 1 Coud Sorene een 2 8 242 Data Lransier as 2 8 24 Galle py dieu abe ondes 2 8 24 4 Execution RUNING 2 8 2 5 A QD Data ire NOE 2 9 DIRK OMIM AUS 2 9 232 MEME GE 2 9 2 29 PROP Input Hle T oM 2 9 3 0 PATRON TROF TE S ao dtes N Eu Ov 3 1 3 1 Patron nannten 3 1 SAL Paron Initial SCHEIN 3 1 3 12 Patron Des Crap sa ee 3 2 3 1 3 Patron Profiles Library Information sssseeeeeeeeeeeeeeeeeeeeeeeeneeeennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnn 3 3 Sled Patron Ele cts ec sis gece ee 3 4 3 1 5 Patron Profiles Geographic Service 3 8 3 1 6 Patron Profiles Supplemental Patron Household 3 10 Seley PatomProHles Optional arte COR 3 11 4 0 COLLEC
57. aphic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs The Patron Profiles report will allow you to analyze your patrons in several different ways by geography by last active date by frequency of checkouts 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 PATRON FILE tab 1 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 2 PATRON FILE 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 Select the active date of the patron group you want to analyze You can elect 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 pnan Hin Q LA D aw 5 D 3 e un Oo D ce 2 Select the geography of your library s service area You may also select a custom geography created by DemographicsNow or any other accepted spatial format YXDB SHP TAB KML You may also select from a list of pre defined geographies This can be by county zip code city block group census tracts or any other defined geography Additionally select the radio button that deter
58. ary 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 Patron Voter Analysis Description 1 Library Information 2 PatronFile 3 Voter File 4 Geographic Service Area 5 Optional Outputs Library Service Area Define your library s service area select geographies that define the library service area Click the sign to expand the tree Block Groups 4 CCDs MCDs by County 1 Census Tracts 1 Congressional Districts 114th 4 1 Counties 1 DMA by State 1 Metro CBSAs by State P 8 10 States 4 7 ZIP Codes by Coun OR Upload your library s service area file Spatial formats only Location Filter Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above Previous Next You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx Y XDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial formats only
59. at will not actually be used for NON PATRONS However since it is using the same input file used for Patron Profiles the information is in that file and needs to be aligned in this step This file requires two specific pieces of information a patron address and the last active date In effect you can specify an activity date of several years back and the patrons that were not active in this time period would be included in the new patron mailing list 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 the default This screen shows the single column address view Marketing Action Analysis Non Patrons 9 Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Please select the patron input file containing the field s required for this report 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 address field Please select the file and fields below Y Browse AddressFull v Date v Checkouts Optional Email Address Optional Selec
60. atron Voter Analysis Patron Voter Analysis options Job 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 Next button on the lower left side of the screen or the tab at the top of the screen 8 1 3 Patron Voter Analysis 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 calculate the drive time for each library patron from home to the library e To choose whether or not to display the library location on any maps views when it is outside of the selected Service Area Patron Voter Analysis 9 Description 1 Library Information 2 Patron File 3 VoterFile 4 Geographic Service Area 5 Optional Outputs Pw maps based on Service Area Previous Next AoD User s Manual Page 8 3 8 0 Patron Voter Analysis Next Click at the bottom left side of the screen to proceed to the next tab 8 1 4 Patron Voter Analysis Patron File Use the Patron File tab to upload a data file normally an Excel file from your ILS This file requires three specific pieces of information patron addre
61. ault Collection Intelligence 2 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs File Upload Select this button if the address is in a single field Please select file and fields Y Browse AddressFull Y Format v SubjectGenre Location Code Optional v Select this button if the address is in multiple fields Location Code Options Use Location Code Optional from Collection File ocation Code in SubjectGenre field Previous Next AoD User s Manual 4 0 Collection Intelligence The next 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 Location Code Options Do not use a Location Code Use Location Code Optional from Collection File Location Code in SubjectGenre field There are three options for Location Code a Do not use a Location Code If your library does not use a location identifier select this option b Use Location Code from Collection File Choose this option if you have a Location Code available in your Collection file that is separate from the Subject Genre Field Note if you use this option you must map the Location Code Optional field for your Collection file c Location Code in Subject Genre field If your library uses location identif
62. brary Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Fill in the following information for your library location Library Name Address State AL Y 5 digit zip code Map Option Force Library Location on Map may skew map based on Service Area selection Previous Next Click Next at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 6 3 6 0 Marketing Action Patrons 6 1 4 Marketing Action Analysis Library Patrons The next tab Library Patrons is where you upload the patron data file normally an Excel from your ILS This file requires three specific pieces of information a patron address the last active date for this patron and an optional email address if your library captures that information in the patron record 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 the default This screen shows the single column address view Marketing Action Analysis Patrons o Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Please select the patron input file containing the field s require
63. cation 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 a voter file and fields identifying patron address and up to three election activities In Step 4 the user selects geographies to define a library service area 9 1 1 Branch Insights Initial Screen The following screen appears when you click the Branch Insights app analytics e s Er jE teaming Welcome Library Free Apps Branch Insights vi Private Studio Cengage Alteryx s Studio Cengage Allerys Collections Branch Insights H h ights t 1 i 1 in hi t prov Results t gt the er ent 3 i mme ti entty f ort a If t y t in t 37 het ente 1 1 f 17 r Previous results for this app 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 9 1 9 0 Branch Insights e A summary description of the app Branch Insights tracks cardholders use across various branches in a single library system It provides insight into where and how individual consumer types are engaging the library system so libraries can tailor the materials progra
64. ccessing 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 7 5 7 0 Marketing Action Non Patrons Marketing Action Analysis Non Patrons gt Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Please select the patron input file containing the field s required for this report 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 address field Please select the file and fields below Y Browse Ben AddressFull QC Alteryx Gale Public Library 4 Search Gale Public Library v i Date Organi x New folder Hw v EE Desktop Name Date modified Checkouts Optional 23 15 minute GPL yxdb 3 2 2015 9 59 AM v Recent Places a 9 4 Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM Email Address Optional 94 Square mile yxdb 11 11 2014 9
65. checkout metrics Address information contained in one field Address information contained in multiple fields 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 Browse to your file Y Browse Address Suite Optional Zip Checkouts Optional Additional Filters Activity Date Checkout Ranking Previous Next Browse Once you select the address radio button 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 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 3 5 3 0 Patron Profiles Public Patron Profiles
66. ck File Upload tab is where you upload the csv file you created in the Marketing Action Analysis Patrons app Marketing Action Mailing List Patrons Jot Name Description Unlock File Upload You should have received an unlock file from the Marketing Action Analysis app Upload this file here to unlock your mailing list Unlock File Browse Browse Click the button to browse for the csv input file located on your hard drive and or network AoD User s Manual Page 6 15 6 0 Marketing Action Patrons drive for uploading This process of uploading 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 ran the Marketing Action Analysis Patrons app and saved the csv input file before accessing this app 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 Marketing Action Mailing List Patrons o Description Unlock File Upload Fe Upizod G iwl THT fd DOLLA Al B ans cw izal H gt FE Desktop aa J Downa A Cena any ja y Recent E MIT Hanni A Libra ERE ypenan I ru 1 F 7 eerie ach em g Mur E Picture After you select the csv file you may immediately run the app To run this app click Run at the lower
67. cription page See the following screenshot for a view of the Collections formatting in AOD Note There are several other AOD sections and two contain apps The first Private Studio 1s not open to libraries The second Collections contains the apps your library subscribes to ftnalyties GALE Ix CIMGEGE aiming Free Apps Collections Private Studio Collections i 5 Audiol Maihi eBook Audiobook insights L a gg d EAr T lt Marketing Action Pamons Collection Intelligence j Cengage Leaning E Marketing Action Patrons ealan hy Gaile Lear ee 2 0 Getting Started analytics gt GALE g 4 gt CENGAGE Learning Free Apps Private Studio Collections Welcome Library Marketing Action Non Patrons acr Coervgeares era o lt Patron Profiles Gove Cengage Leaning 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 GALE a uu E 3 Welcome Library Fe hp i Patron Profiles Private Studio Subscriber Apps Gele Cengage Leaming Collections Ipinaced 17 days ebook amp Audiobook Insight t5 fm we Marketing Activ x Collection Intelligence Run Patron Prodilas lt Markailng Action Patrona Th J nk a ie segmentation profile of Ene p 5 dt e0
68. cts and block groups to analyze specific neighborhoods Marketing Action Analysis Patrons o DETUR 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Service Area Define your library s service area here Select geographies that define the library service area Click the sign to expand the tree a Block Groups CCDs MCDs by County arte Congressional Districts 114th Counties qgnmmmanmnn gt J D Upload your library s service area file spatial formats only Location Filter Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above Previous Next You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx Y XDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial formats only button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree
69. d b Patron records with address or date issues this will create a downloadable file of all patron address records that were bad and the reason why they could not be processed c Patron records that failed to match to Experian households this will create a downloadable file of the patron addresses that could not be found on the Experian household file d Patron records not matched to Branch file this will create a downloadable file of the patron records that specify a branch location that was not included in the branch file Note There are several reasons for Experian not having a match for a specific household Among other things a consumer needs to be active at an address for some amount of time before Experian can profile them The household might could be vacant or for sale Excluding the Suite number in areas of high rise and multiple dwelling units lowers your match rate And finally the Experian data 1s updated quarterly so it may take time to work itself through the system AoD User s Manual Page 9 8 9 0 Branch Insights After completing this step click Next at the lower left side of the screen to proceed to the next tab 9 1 6 Branch Insights Geographic Service Area Your final 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 s
70. d adds each individual selection to it If you select all its block groups calculations may take hours AoD User s Manual Page 9 9 9 0 Branch Insights After you select a geography scroll down the screen to the final filter whether to include or exclude patrons outside the geography selected Finally the location 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 only those patrons that fall WITHIN your service area defined above includes patrons only if their addresses lie within the service area geography you defined earlier Clicking Analyze all patrons and branches includes all patrons regardless if their addresses lies outside the service area geography you defined earlier Location Filter Analyze all patrons and branches regardless of their location maps will still be zoomed to sytem geography Analyze only those patrons and branches that fall WITHIN your service area defined above Run After selecting the patron filter click Run 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 Branch Insights 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
71. d bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was found b Patron records with address or date issues this will create a downloadable file of all patron address records that were bad and the reason why they could not be processed c Patron records that failed to match to Experian households this will create a downloadable file of the patron addresses that could not be found on the Experian household file Note There are several reasons for Experian not having a match for a specific household Among other things a consumer needs to be active at an address for some amount of time before Experian can profile them The household might could be vacant or for sale Excluding the Suite number in areas of high rise and multiple dwelling units lowers your match rate And finally the Experian data is updated quarterly so it may take time to work itself through the system Run Selection the Optional Outputs is the final step in creating patron profiles Click LJ 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 AoD User s Manual Page 3 11 3 0 Patron Profiles Public X Please note that it is not necessary to wait until the analysis completes By clicking onat the upper right side of t
72. d for this report 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 address field Please select the file and fields below Y Browse AddressFull late Checkouts Optional Email Address Optional v Select this button if the address is in multiple fields Additional Filters Date Filter Analyze all patrons regardless of Last Active Date Filter by Last Active Date Checkout Ranking Previous Next The following screen shows the multiple column address view AoD User s Manual Page 6 4 6 0 Marketing Action Patrons Marketing Action Analysis Patrons Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Please select the patron input file containing the field s required for this report Select this button if the address is in a single field Select this button if the address is in multiple fields Browse to select the patron file associated with the library location Use the drop down boxes to select the patron address fields Please select the file and fields below Y Browse Address Suite Optional State Zip late Checkouts Optional Email Address Optional v Additional Filters Previous Next i Browse Once you select the address rad
73. d on the screen 2 2 1 Free Apps 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 Free Apps gallery you may wish to click Popular complimentary apps that have been loaded to view the most popular apps or Late St to see the most recent 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 Free Apps gallery analytics GALE LU CENGAGE Lone Free Apps Apps a Popular Latest lec tne Create a Service Area sa App Results V B Combine Files sta ris n 5 ud SE G Pronting tor Googte AdWor 2 zw mE he E 9 AoD User s Manual Test My Patron Data st Replace Field Delimiter st Iw ttor Irackor xm w J Mr AM Welcome Library Combine Colummns sts Word Cloud App sa AOD Collaboration Site sa Page 2 2 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 Free Apps Gallery 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 des
74. der columns must have header names specific names are not important as long as the columns have names 1 Format code 2 Format code descriptive text e g book CD DVD etc 3 Subject genre code included in the shelf location code AoD User s Manual Page 2 10 2 0 Getting Started 4 Subject genre descriptive text 5 Location code as indicated above this is optional 6 Location code descriptive text as indicated above this is optional A sample file would look like the following Format Subject Location Code Format Description code Subject description Location code Description Adult Book 2 Unused fbr Bluray ad Administration MusiccdD ac jCasstteSpoken Bloomfield East ebook and Audiobook Insights OD two files Data Input File 1 Patron information excel file that includes the following two pieces of data in any order columns must have header names the specific names are not important as long as the columns have names 1 Unique library patron identifier code could be a bar code or a unique Overdrive code this code must be identical in both files 2 Patron address if in one field delimiters are necessary As an example a file would look as follows with the address in one column If your library has BOTH Patron Profiles and eBook and Audiobook Insights the extraction should look as follows with three pieces of data so it could be used for both apps
75. down list Please select file and fields 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 AoD User s Manual Page 8 6 8 0 Patron Voter Analysis Please select file and fields Gale Public Library 3000 PP xI sheet Browse TOTAL CHECKOUTS Select a Field ADDRESS Address Select a Field Street Number Street Name Street Suffix City State e ZIP Code Address Circ Active TOT CHKOUT Barcode After you upload your patron file scroll down the screen and you may choose two filters a patron activity date or b percentage of top patrons As noted the first filter is patron activity date Click the icon for a drop down menu of choices The default is the AII Patrons Additional Filters Activity Date Click the drop down box to make a selection All Patrons Active Last 6 Months Inactive Last6 Months Active Last 12 Months A Inactive Last 12 Months Active Last 16 Months Inactive Last 16 Months Active Last 24 Months Inactive Last 24 Months Active Last 30 Months Inactive Last 30 Months Active Last 36 Months Inactive Last 36 Months Prev This means that all patrons regardless of activity on their library card are included in the Patron Voter Analysis To change this selection select the option you prefe
76. ds Y Browse FORMATS SUBJECTS LIBRARY CARD Previous Next Browse The next step 15 to click 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 on browse a pop up screen 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 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 amp Audiobook Insights o Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs eBook and Audiobook File Upload Upload a collection file from your electronic eBook vendor c Open A Please select file and fields GO lt lt Alteryx gt Gale Public Library v Browse Organize New folder FORMATS PATE v EE Desktop A Name Date modified T SUBJECTS i 34 15 minute GPL yxdb 3 2 2015 9 59 AM A i Mu PRECEDE Places Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM A LIBRARY CARE BI Dido 7 23 Square mile yxdb 11 11 2014 9 18 PM Als v A 22 Collection Intelligence Public Maps yxzp 9
77. e 6 14 6 2 1 Marketing Action Mailing List Patrons Initial Screen uuueeeeeeeeeeeeeeeeseeesseseseseeeeseeeeeeeeeeeeeenn 6 14 6 2 2 Marketing Action Mailing List Patrons Description ssseee 6 15 6 2 3 Marketing Action Mailing List Patrons Unlock File Upload 6 15 7 0 MARKETING ACTION 7 1 7 1 Marketing Action Analysis NOn Patrons ccccccsssssssccccccsssssssssssccccccsssssssssccccsssseessseecs 7 1 7 1 1 Marketing Action Analysis Initial Screen uueeeeeeseeeeeeeeeeeeenennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnenn 7 1 1 1 2 Marketine Action Analys s Desernplion siehe 7 2 7 1 3 Marketing Action Analysis Library Information eeseseeeessesseeeeeeeeeee nnn nnnnnnnnn nnn nnn nnne nnns 7 3 Jd Marketing Action Analysis Library Patrons aan a a I Pa NC Sd ies 7 4 1 1 5 Marketing Action Analysis Patron en 7 8 7 1 6 Marketing Action Analysis Geographic Service Area eeeseeeeseesenesssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnenenenn 7 10 7 1 7 Marketing Action Analysis Optional Outputs esses 7 11 7 1 8 Marketing Action Analysis Attention eeeeseseseeeeeeeeeeeneeennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 7 11 7 2 Marketing Action Mailing List Non Patrons
78. e Marketing Action Analysis Non Patrons app This app will produce two outputs The first will be the analysis report illustrating how many non patrons fit the profile you defined The second will be an UNLOCK FILE in csv format that can be used in the Marketing Action Mailing List app to obtain those non patron household names and addresses 7 1 1 Marketing Action Analysis Initial Screen The following screen appears when you click the Marketing Action Analysis app analytics GALE ur e Welcome g a CENGAGE Learning Gale Cengage Free Apps H 2 Marketing Action Analysis Non Patrons v26 Private Studio i Subscriber Apps Gale Cengage Learning Collections A Jploaded 9 months ago Patron Profiles Canada i A Run 53 times eBook amp Audiobook Insights Canada Download Sharing Y Collection Intelligence Canada Patron Voter Analysis This application allows you to analyze non patrons residing in your service area that fit a particular demographic profile S This app will produce two outputs The first will be the analysis repor illustrating how many patrons fit the profile you Branch Insights dace che diga io RENTEN da tapa IEE UR ei 8 p a x 3 a gt e E defined The second will be an UNLOCK FILE that can be used in the Marketing Action Mailing List app to obtain those eBook amp Audiobook Insights patrons household names and addresses Marketing Action Non Analytics On De
79. e 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 Asummary description of the app This application provides a demographic and lifestyle segmentation profile of the patrons associated with a library location There are three 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 service 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 Link to Analytics On Demand User Guide clicking on this link takes you directly to AOD user guide 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 Run the following screen appears Note that the screen displays six 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 o Description 1 Library Information 2 Patron File 3 Geogr
80. e are no filters uploads or decisions that need to be made in this tab AoD User s Manual Page 7 11 7 0 Marketing Action Non Patrons Marketing Action Analysis Non Patrons o Description 1 Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Attention This app produces multiple output files After execution you will only see a preview of one output file by default To view additional ouputs you can toggle between output files using the drop down menu next to the text Output File and just below the name of the app the app result window You may also see a list of all outputs from this app by clicking on the bulleted list button in the top right corner of the app results window Previous Specifically this tab explains that you will receive two outputs One will be the brief report that includes a table to identify the households that fell in to each one of the filters along with a map and the second will be the csv file you will need to upload in to the Marketing Action Mailing List Non Patrons app to generate the actual list As shown below you can switch from one output to the other by clicking on the drop down arrow at the top of the page to select between the two Marketing Action Analysis 22202014 Output File Marketing Action Analysis pcxml 2 total WS If you are satisfied with the count of households from the analysis select
81. e area e Link to Analytics On Demand User Guide clicking on this link takes you directly to AOD user guide 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 8 1 2 Patron Voter Analysis Description When you click Run the following screen appears Note that the screen displays six 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 Patron Voter Analysis o Description 1 Library Information 2 Patron File 3 VoterFile 4 Geographic Service Area 5 Optional Outputs The Voter Registration report will allow you to blend your voting data with patron data and analyze in several different ways by geography by last active date by frequency of checkouts BEFORE proceeding you must have extracted file from your ILS and saved it on your hard drive You will be given an option to select that file in the PATRON FILE tab 1 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 2 PATRON FILE 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 las
82. e following screen appears Note that the screen displays seven 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 Marketing Action Analysis Non Patrons Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention This Marketing Action Analysis report will allow you to identify non patrons residing in your library s service area for mail outreach programs BEFORE proceeding you must have extracted one file a patron file from your ILS This file should be saved on your hard drive You will be given an option to select this file in the LIBRARY PATRONS tab This app will produce two outputs The first will be th analysis report illustrating how many patrons non patrons fit the profile you defined The second will be an UNLOCK FILE that can be used in the Marketing Action Mailing List app to obtain those non patron household names and addresses 1 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 2 LIBRARY PATRONS Upload a library patron file that you previously saved to your hard drive This file MUST have only ONE piece of information patron address You have the option of including a patron email address as well Verify the correct field s
83. each library patron from home to the library e To choose whether or not to display the library location on any maps views when it is outside of the selected Service Area Patron Profiles Q Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs irce Library Localion on Maps may skew maps based on Service Area Selection Previous Next Click Next at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 3 3 3 0 Patron Profiles Public 3 1 4 Patron Profiles Patron File Use the Patron File 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 optional 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 Since the checkouts field is optional you may choose not to include it at all 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 fo
84. ed bo obtain ail of howschok names and addresses that Ti your profis as defined in ihe Marketing Action Analysis app Thes ist can be used Tor a wid ar di nz 6 e p il nare ed udi it Eran App Results rate 1907 Previous results for this app Name Dale Matsing Acton Maing List Fos Falzens 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 Asummary description of what the Marketing Action Mailing List Non Patrons app does This application can be used to obtain a list of household names and addresses that fit your library s demographic profile as defined in the Marketing Action Analysis app This list can be used for a wide array of marketing initiatives to improve the patron engagement at your library e Link to Analytics On Demand User Guide clicking on this link takes you directly to AOD user guide 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 7 2 2 Marketing Action Mailing List Patrons Description When you click Run the following screen appears Note that the screen displays only two tabs Some ap
85. elect all its block groups calculation may take hours Click Next at the lower left side of the screen to proceed to the next tab 7 1 7 Marketing Action Analysis Optional Outputs The next step in the process before running the report is to decide whether you want to include additional files or reports in the output Marketing Action Analysis Non Patrons Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Check to include any of these optional outputs summary report of your patron data health Patron records with address or date issues Previous Next There are two optional outputs available a Summary of your patron data health this will create a report outlining the number of records found in your patron file with the number of good bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was found b Patron records with address or date issues this will create a downloadable file of all patron address records that were bad and the reason why they could not be processed simply click the box to include the options you want or leave it blank if you elect not to 7 1 8 Marketing Action Analysis Attention The final step in the process before running the simply requires you to be familiar with the type of outputs this particular app generates Ther
86. ervice area c smaller geographies such as census tracts and block groups to analyze specific neighborhoods Branch Insights Description 1 Collection File 2 Definitions Setup File 3 Report Options 4 Geographic Service Area Attention aming Spatial files from either Maginfo or ESRI must te packaged within a zipped folder before uploading This app also accepts Alterys YXDB and Googe Earih KML format spatial ies Leine yer IA semite are nananana 0 xc IP 5 Mr Previous Next You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx YXDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial formats only button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree After you select a geography scroll down the screen and choose the final filter whether to include or exclude patrons outside the geography selected Note If you are interested in a county do not select all its block groups AOD calculates the smallest geography first an
87. eview of one output file by default To view additional ouputs you can toggle between output files using the drop down menu next to the text Output File and just below the name of the app in the app result window You may also see a list of all outputs from this app by clicking on the bulleted list button in the top right corner of the app results window Previous Specifically this tab explains that you will receive two outputs One will be brief report that includes a table to identify the households that fell in to each one of the filters along with a map and the second will be the csv file you will need to upload in to the Marketing Action Mailing List Patrons app to generate the actual list As shown below you can switch from one output to the other by clicking on the drop down arrow at the top of the page to select between the two Marketing Action Analysis Output File Marketing Action Analysis pcxml 2 total WS pat If you are satisfied with the count of households from the analysis select the Marketing Action Unlock File csv option and the screen will switch to that output as shown below AoD User s Manual Page 6 12 6 0 Marketing Action Patrons Marketing Action Analysis 1202014 Output File Marketing Action Unlock File csv 2 total CSV No preview available Simply click on the csv icon and a box will appear to allow you to open it or save it to your hard drive Marketing
88. evious Next You must also select a radio button to tell the app whether your collection input file includes activity dates recall this was an optional field or not If the activity date is NOT in the collection input file then you MUST input the range of dates by clicking on ENTER ACTIVITY DATES FOR REPORT AoD User s Manual Page 9 7 9 0 Branch Insights Activity Dates File Contains Activity Dates amp Enter Activity Dates for Report Enter FROM Date MM DD Y Y YY to display on reports Enter TO Date MM DD Y YYY to display on reports The final options allow you to select any additional output you would like to see about the Patron and Branch data you have provided We perform a thorough data cleansing and validation process at the beginning of each report and these options will help you identify where your data may need some additional work to produce better results summary report of your patron and branch data health Patron records with address or date issues Patron records that failed to match to Experian households Patron records not matched to Branch file There are four optional outputs available a Summary of your patron and branch data data health this will create a report outlining the number of records found in your patron and branch files with the number of good bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was foun
89. file 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 Sanolubics GALE 7 eie CENGAGE Welcome Library Free Apps r Settings Private Studio Profle Password Private Studio Notifications Collections About me App Results About my employer elorn 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 AoD User s Manual Page 2 5 2 0 Getting Started 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 on the specific AOD app used 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 a
90. gence visual enhancement to the analysis of the charts and tables of the base report 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 Note Selecting the additional maps adds processing time to your report and increases the size of final report b Summary of your patron data health this will create a report outlining the number of records found in your patron file with the number of good bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was found c Patron records with address or date issues this will create a downloadable file of all patron address records that were bad and the reason why they could not be processed d Patron records that failed to match to Experian households this will create a downloadable file of the patron addresses that could not be found on the Experian household file Note There are several reasons for Experian not having a match for a specific household Among other things a consumer needs to be active at an address for some amount of time before Experian can profile them The household might could be vacant or for sale Excluding the Suite number in areas of high rise and multiple dwelling units lowers your match rate And finally the Experian data 1s updated quarterly so it may take time to work itself through the system simply click the box t
91. gins provided with your m libraryreport cengage com subscription are email addresses that allow access to the private collections as well as i orgot password show any other apps present in the public gallery Other staff members can create additional usernames that enable them to enter the Med Join now public gallery which is populated with complimentary apps provided with your paid First Last lemail example com subscription Examples of these complimentary apps are a show Twitter Tracker and a Word Cloud app Page 2 1 AoD User s Manual ic analytics amp Free Apps Private Studio Collections App Results GALE CENGAGE Leeming Apps Popular Latest Create Service Area xt Combine Files xt Here gt _ ancaos Alan Ch ik amp QU Cengage Aller J sign i Test My Patron Data sti Replace Field Delimiter at Qp Cengage Alten 2 0 Getting Started r4 Welcome Library Combine Columns xb Tr WW IE Word Cloud App xt mmm m m P E E Cengage Aller n 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 the system menu AOD users first encounter as well as the navigation paths to functions reference
92. he home locations arranged by material type and genre of patrons who have checked out materials The maps add a useful visual enhancement to the analysis of the charts and tables of the base report 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 Collection Intelligence o Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs Note After execution you will only see a preview of one output file by default To view additional ouputs you can toggle between output files using the drop down menu next to the text Output File and just below the name of the app in the app result window Sorry no preview is available for the map output You may also see a list of all outputs from this app by clicking on the bulleted list button in the top right corner of the app results window nclude as Additional Output Maps of patron borrowers may increase processing time Summary report of your patron data health Patron records with address or date issues Patron records that failed to match to Experian households Previous There are four optional outputs available a Maps of patron borrowers These maps include visuals of the home locations arranged by material type and genre of patrons who have checked out materials The maps add a useful AoD User s Manual 4 0 Collection Intelli
93. he 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 your information is saved and you can modify any earlier choices to re run the analyis AoD User s Manual Page 3 12 4 0 Collection Intelligence 4 00 COLLECTION INTELLIGENCE AoD User s Manual 4 0 Collection Intelligence 4 0 COLLECTION INTELLIGENCE This section provides a detailed description of the Collection Intelligence app 4 1 Collection Intelligence 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
94. he selected Service Area Collection Intelligence amp Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs Library Name Previous Next AoD User s Manual 4 0 Collection Intelligence Click at the bottom left side of the screen to proceed to the next tab 4 1 4 Collection Intelligence Collection File Your next step is to upload a data file typically an Excel file from your ILS This file requires three pieces of information a borrowed item format b the subject genre identifier which 1s usually a high level identifier that facilitates returning printed material to the shelf and c the patron address 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 any subject genre identifier can be used 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 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 def
95. he user deletes the output file e Even if an attacker could obtain 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 is an encrypted channel e The only output from running an application is a report that is saved until a user deletes it 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 the 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 ap
96. heaviest users as measured by Total Checkouts column data in the user input file Checkout Ranking Top of Patrons 100 100 All Patrons By clicking the arrows to the right of the box you can choose to analyze a percentage of your very best or your low usage 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 patrons 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 Click Next at the lower left side of the screen to proceed to the next tab 3 1 5 Patron Profiles Geographic Service Area 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 In order to 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 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 ne
97. hy by item type and by subject genre If you want to analyze digital borrowing please use the eBook amp Audio Insights app 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 COLLECTION FILE tab 1 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 2 COLLECTION FILE 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 3 DEFINITIONS SETUP FILE OPTIONAL 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 4 GEOGRAPHIC SERVICE AREA Select the geography of your library s service area You may also select a custom geography created by DemographicsNow or any other accepted spatial format YXDB SHP TAB KML You may also select from a list of pre defined geographies This can be by county
98. ictures Murketing Action Unlock 11 127 9324 622 PM Ma B B see 94 Making Action Unlock 1 127314 1 Ale E T Making Action Araby 3 241 11 12 2014 10 j B Computer 94 Marketing Action Fleyadb 11 12 3014 10 amp By Marketing Action Analysis 2 cdi LLM Ad f m amena un S Marketing Action Aralyun 71 cdf 19 H j 54665 dyta 0 F Marketing Arren Acabo 41 014 D O Ad G groups 1 1 SI Patran O pdi ttt M Ad oe gt Gererante nic ttn ITI 1 rue M Previous Run After you select the csv file you may immediately run the app Run To run this app click Run at the lower left side of the screen to begin the creation of the mailing list When the mailing list is complete the following message will appear on screen if you are still logged on The Job Marketing Action Mailing List Non Patrons has completed successfully The mailing list will appear on screen Select the output you want to save the mailing to by clicking on the file types above the list Marketing Action Mailing List Non Patrons nors x Y Juiput File Maing Let Non Parees acen 11 ile T 2 pli ut dix i xlix u rij SURNAME ADDRESS 1 ADDRESS 2 oy SIME AT ACHMATA ES NAK NHT TA PARBINE TCR A14 TUS TL AH BEE WILLOW CTEER ST FAf ic Tor 22331 CHAR TAR STORFRINAT CT FAR
99. iers as part of the Subject Genre field the use this option You will need to specify the number of characters at the beginning of the Subject Genre field that identifies the location The default length is two 2 characters Location Code in SubjectGenre field select the Number of Characters from the Beginning of the Field that Designate the Location Default is 2 2 The following screenshot displays shows the patron address in multiple columns Collection Intelligence e Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Outputs le Upload Sek this button if the address is in a single field Previous Next AoD User s Manual 4 0 Collection Intelligence i Browse After you have selected the address format for your input file 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
100. ill simply drop a branch that is not identified in this file The input screen is shown below AoD User s Manual Page 9 4 9 0 Branch Insights Branch Insights gt Jeb ue Description 1 Collection File 2 Definitions Setup File 31 Report Options 4 Geographic Service Area Attention donot Include Book Moties In your setup Tie Missing branches and Book Moles wil ater the patron anafysis to the Getrimend of oiher branches After you have selected the address radio button that identifies whether your branch address is in one i Browse column or multiple columns 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 defined your input file before accessing the app It is 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 AoD User s Manual Page 9 5 9 0 Branch Insights
101. important to confirm the selection Seer 9 wiirertebabase amp 012700829 Once you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields to the names on each of the fields identified in this tab address and elections 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 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 8 10 8 0 Patron Voter Analysis After you upload your voter file scroll down the screen and you may specify the format of the election datafields Voting Data Format Specify the format of your designated ELECTION fields below Populated values Voted and Unpopulated values Did Not Vote A value of Yes True or 1 Voted and a value of No False 0 or unpopulated values Did Not Vote There are two options a Populated values this means that if there is any data in the field then it should be interpreted as the patron DID vote If the field 1s empty then it is assumed the patron DID NOT vote b A value of If the value Yes
102. io button for your input file 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 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 AoD User s Manual Page 6 5 6 0 Marketing Action Patrons Marketing Action Analysis Patrons v o Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Please select the patron input file containing the field s required for this report Select this button if the address is in a single field Browse to select the patron file associated with the library la ize v New fold Please select the file and fields below alice Y Browse BE Desktop Name Date modified IB Down
103. keting Action Analysis app Welcome Library izanalties cae ET CENGAGE Leg Marketing Action Analysis v Subscriber Apps Gale Cengage Learning Previous results for this app 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 AoD User s Manual Page 6 1 6 0 Marketing Action Patrons e Asummary description of what the Marketing Action Analysis app does This applications allows you to analyze patrons residing in your library s service area that fit a particular demographic profile This app will produce two outputs The first will be the analysis report illustrating how many patrons fit the profile you defined The second will be an UNLOCK FILE that can be used in the Marketing Action Mailing List app to obtain those patrons household names and addresses e Link to Analytics On Demand User Guide clicking on this link takes you directly to the AOD user guide 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 6 1 2 Marketing Action Analysis Description When you click LS the following screen appears Note that the screen displays seven tab
104. l Information The second section Getting Started provides an overview of all administrative tasks and a general overview of the system Sections Three through Seven 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 ana cS GALE T aft a CENGAGE Liami rary Free Apps r Ap DS m Papul Latest EJ Collections Test My Patron Data xt Combine Columns xx gape Allen im Ce I IM App Results 7 Replace Field Delimiter ste Word Cloud App sts uen AOD Collaboration Site sta XE E E Cengage Prafiling for Googie AdWor za Twitter Tracker u Hat ar t ar Move your cursor to the upper right corner of the screen above the icon Type your username and password into the box that appears and click the icon to enter AOD Welcome back Note The lo
105. le Use the Voter File tab to upload a data file normally an Excel file from local government office that includes citizen voting records This file requires three specific pieces of information last name address and each citizens voting record in past elections listed in separate columns in the spreadsheet The following screenshots show data for an input file that includes a patron address Depending on your input file a citizen s address may be extracted and placed in multiple columns multiple columns for street address one for city one for state and one for ZIP code If the street number street and street suffix are in separate columns you MUST combine these columns using the Combine Columns free app in AOD 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 The multiple address view is similar to the Patron File where the address is contained within multiple fields AoD User s Manual Page 8 8 8 0 Patron Voter Analysis Patron Voter Analysis o Description 1 Library Information 2 Patron File 3 Voter File 4 Geographic Service Area 5 Optional Outputs gt Please select file and fields Y Browse Last Name Optional AddressFull Election 1 v Election 2 Optional v Election 3 Optional Select this button if the address is in multiple fields Voting Data Format Specify the format of your desig
106. le eee nta t utm ERR UE DA Iu 9 3 9 1 4 Branch Insights Definitions Setup Filesi ieai Ea a EE AE a AAEEen EEEE 9 4 O15 Branch Report Options na an 9 7 9 1 6 Branch Insights Geographic Service 9 9 AOD User s Manual Page v 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 1s 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 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
107. le 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 amp Audiobook Insights o Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs Patron File Upload Select this button if the address is a single field c Open QU Alteryx Gale Public Library ER Please select file and fields Y Browse Organize New folder Library Card Desktop Name Date modified LIDfary Gar f Downloads Li R PI 31 15 minute GPL yxdb 3 2 2015 9 59 AM Recent Places AddressFull zu 31 Gale PL Service Area 5 min yxdb 7 2014 9 35 AM 7 31 Square mile yxdb 2014 9 18 PM RE Deskto Lib gi Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM ibraries E D 87 Collection Intelligence Public yxzp 9 29 2014 4 10 PM Documents P i i 9 29 2014 M Select this button if the address is in multiple fields a Music z eBook and Audiobook Insights 0D yap TH Pi 87 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM Pictures en 87 Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM Subversion B Videos Esposito Frank ME Computer E Network GPL Patron
108. llow but also on the ILS extract date 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 o Description 1 Library Information 2 PatronFile 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs Select patron file and fields denoting checkout metrics Address information contained in one 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 Browse to your file v Browse AddressFull Date Checkouts Optional H Address information contained in multiple fields Additional Filters Activity Date Checkout Ranking Previous Next AoD User s Manual Page 3 4 3 0 Patron Profiles Public The following screen shows the multiple column address view Patron Profiles Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs Select patron file and fields denoting
109. loads 9 15 minute GPL yxdb 3 2 2015 9 59 AM AddressFull __ E Recent Places 2 v A Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM Date B cii 24 Square mile yxdb 11 11 2014 9 18 PM eskto r Gy ib P Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM l iDraries EE i Collection Intelligence Public yxzp 9 29 2014 4 10 PM eckouts iona E t un au un 2 u i 22 eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM 87 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM Email Address Optional Pictures Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM E GPL PatronVoterOutput csv 3 2 2015 1 19 PM B Gale Public Library 3000 PP xlsx 3 19 2015 11 14 AM GPL CI setup fields xlsx Tee MERE Wore 3 29 PM GPL Collection Intelliger Size 255 KB 11 16 AM lt m Date modified 3 19 2015 11 14 AM Additional Filters File name vw All Files v Analyze all patrons regardless of Last Active Date Y 5 Subversion Videos Esposito Frank ME Computer Select this button if the address is in multiple fields Network Filter by Last Active Date O Checkout Ranking Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is correct by clicking A N Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection OK Cancel
110. lso 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 screen All your information is saved and you can modify any earlier choices 7 2 Marketing Action Mailing List Non Patrons This section provides a detailed description of the Marketing Action Mailing List Non Patrons app There are two separate apps included when you subscribe to the Marketing Action Non Patrons app the Marketing Action Analysis app and the Marketing Action Mailing List Non Patrons app The Marketing Action Mailing List Non Patrons app is used to output the actual list of households created by the Marketing Action Analysis app This app will produce one output the household mailing list of new patrons you are targeting 7 2 1 Marketing Action Mailing List Non Patrons Initial Screen AoD User s Manual Page 7 13 7 0 Marketing Action Non Patrons The following screen appears when you click the Marketing Action Mailing List Non Patrons app Sibnolybics 5 OB ee in Welcome Library Fran An A p r 7 ER Marketing Action Mailing List Non Patrons Private Studio rivate Studio Subscriber Apps Hale Cengage Learning Collections Ipioadend 4 Run Gimme x Marketing Action Hon Paironss rnm Pahia Marketing Action Patrons his application can bc us
111. lytics On Demand User Guide clicking on this link takes you directly to the AOD user guide 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 AoD User s Manual Page 6 14 6 0 Marketing Action Patrons 6 2 2 Marketing Action Mailing List Patrons Description When you click the following screen appears Note that the screen displays only two 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 Marketing Action Mailing List Patrons optional Job Name Description Unlock File Upload BEFORE proceeding you will need to obtain an UNLOCK FILE from the Marketing Action Analysis application You will be required to upload this file in the UNLOCK FILE UPLOAD tab This tab allows you to name an output report in the text box located in the upper left portion of the screen Marketing Action Mailing List Patrons optional Job 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 Next button on the lower left side of the screen or the tab at the top of the screen 6 2 3 Marketing Action Mailing List Patrons Unlock File Upload The Unlo
112. mand User Guide Patrons Author Gale Cengage Learning Collection Intelligence f Copyright Copyright Gale Cengage Learning Patron Profiles pyri x Marketing Action Patrons Previous results for this app New Collection Name v Date This screen provides the following key information AoD User s Manual Page 7 1 7 0 Marketing Action Non Patrons 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 Asummary description of what the Marketing Action Analysis app does This applications allows you to analyze non patrons residing in your library s service area that fit a particular demographic profile This app will produce two outputs The first will be the analysis report illustrating how many non patrons fit the profile you defined The second will be an UNLOCK FILE that can be used in the Marketing Action Mailing List app to obtain those non patron household names and addresses e Link to Analytics On Demand User Guide clicking on this link takes you directly to the AOD user guide 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 7 1 2 Marketing Action Analysis Description When you click th
113. me Street Suffix City State sl ZIP Code Address Mapped to ADDRESS Circ Active TOT CHKOUT Click NOX at the lower left side of the screen to proceed to the next tab 5 1 5 eBook amp AudioBook Insights eBook and AudioBook File Your next step is to upload a data file typically an Excel file from your eBook platform 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 eBook platform patron number if it is also stored in the ILS AoD User s Manual Page 5 6 5 0 eBooks amp audiobooks Insights 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 eBook platform system This capability allows filtering not only by the eBook amp Audiobook Insights app more on this to follow but also by the eBook platform extract used to create the AOD input file eBook amp Audiobook Insights o Description 1 Library Information 2 PatronFile 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs eBook and Audiobook File Upload Upload a collection file from your electronic eBook vendor Please select file and fiel
114. mines whether you only want to analyze all patrons regardless of the geographic area only those patrons within the service area or only those patrons outside of the service area 4 OPTOINAL OUTPUTS Choose to output a summary report of your data health data records that could not be processed and records that could not be matched to Experian RELEASE NOTES 07 27 2015 Changed Library Patron Households by Checkout Volume map and additional theme based maps to use various colors for ranges rather than shades of blue to help Previous Next This tab allows you to name an output report in the text box located at the upper left side of the screen Patron Profi les Optional Job Name AoD User s Manual Page 3 2 3 0 Patron Profiles Public By using unique names you can easily identify reports from 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 you may click the Next 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 1s used for four 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
115. ms services and outreach at the branch level In Step 1 the user selects a collection file and fields identifying patron address branch location code and optional field for activity date In Step 2 the user selects a branch name file and fields for address and branch location codes In Step 3 the user enters a name to identify the report and if they were not included in the patron file the user can enter in the date range for which this report applies The user also has the choice of running summary and or detail level reports In Step 4 the user selects from a pre defined geography tree or can upload their own service area definition file The user can also choose to analyze all patrons and branches or limit the analysis to the selected geography summary reports are created inclusive of all branches and separate reports are created for each branch location based on the user s selections e Link to Analytics On Demand User Guide clicking on this link takes you directly to AOD user guide 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 9 1 2 Branch Insights Description When you click Run the following screen appears Note that the screen displays six 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
116. nated ELECTION fields below Populated values Voted and Unpopulated values Did Not Vote A value of Yes True or 1 Voted and a value of No False 0 or unpopulated values Did Not Vote Voting Filter Patron must have voted in the selected election s Choose any combination below Voted in ALL selected elections Election 1 Election 2 Election 3 Previous Next Browse Once you select the address radio button the next step 1s to click the button to browse your directory for the voter file 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 received your input file from your local government office before accessing the app It is 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 AoD User s Manual Page 8 9 8 0 Patron Voter Analysis Patron Voter Analysis Na o Description 1 Library Informati
117. nd with Mosaic and Mosaic Workplace is referred to as CAPE Current YR and 5YR Demographic Estimates and Projections US Census 2010 Current YR and 5YR 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 AoD User s Manual Page 2 6 2 0 Getting Started 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 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
118. ne your library s service area here Select geographies that define the library service area Click the sign to expand the tree 1 Block Groups 1 CCDs MCDs by County Census Tracts Congressional Districts 114th 1 Counties OR upload your library s service area file spatial formats only Location Filter Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSID E OF vour service area defined above Previous Next You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx Y XDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial formats only button and then Browse click on button and locate the spatial file in the directory you previously saved it and select it When the file appears in the file window move to the next filtering question which appears after the geography tree After you select a geography scroll down the screen and choose the final filter whether to include or exclude patrons outside the geography selected Note If you are interested in a county do not select all its block groups AOD calculates the sm
119. nly those patrons that fall OUTSIDE OF your service area defined above includes patrons only if their addresses lie outside the service area geography you defined earlier Location Filter amp Analyze all patrons regardless of their location Analyze only those patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above 5 1 7 eBook amp AudioBook Insights Optional Outputs The final step in the process before running the report is to decide whether you want to include maps or other reports files in the output eBook amp Audiobook Insights Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs Note After execution you will only see a preview of one output file by default To view additional ouputs you can toggle between output files using the drop down menu next to the text Output File and just below the name of the app in the app result window Sorry no preview is available for the map output You may also see a list of all outputs from this app by clicking on the bulleted list button in the top right corner of the app results window Include as Additional Output Maps of patron borrowers may increase processing time Summary report of your patron data health Patron records with address or date issues Patron records that failed to match to Ex
120. o include the options you want or leave it blank if you elect not to Selecting maps 1s the final step in this process Click LJ 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 X 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 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 5 0 eBook and audioBook Insights 5 0 EBOOK AND AUDIOBOOK INSIGHTS AoD User s Manual 5 0 eBooks amp audiobooks Insights 5 0 EBOOK AND AUDIOBOOK INSIGHTS This section provides a detailed description of the eBook amp audioBooks Insights app This app is designed to work with input files from multiple electronic eBook vendors providing the data input format follows the app required input 5 1 eBook amp AudioBook Insights This section provides a detailed description of the eBook amp audioBook Insights app This app expl
121. old E Length of Residence F Type of Dwelling The output report will provide a count of potential mail list candidates in each filter chosen A hierarchy methodology is employed in generating the final counts For example first select the Mosaic cluster then the demographics to filter this list further The following image demonstrates the selection of only one Mosaic cluster American Royalty which will NOT filter on household income children in household or length of residence In other words the report will not exclude anyone based on their income whether they have or not have children in the household how long they have lived in their home or the type of dwelling they live in Build Patron Profile Mosaic Group Select the Mosaic group and cluster E M Power Elite M American Royalty Fi Platinum Prosperity F Kids and Cabernet F Picture Perfect Families O Couples with Clout C Jet Set Urbanites amp Flourishing Families amp l Booming with Confidence Sum Suburban Style Household Income 7 Children in Household Length of Residence Click Next at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 7 9 7 0 Marketing Action Non Patrons 7 1 6 Marketing Action Analysis Geographic Service Area Your last step is to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surr
122. on 2 Patron File 3 Voter File 4 Geographic Service Area 5 Optional Outputs Please select file and fields Open Y Browse lt gt Gale Public Libray Search Gale Public Library Last Name Optional Organize v New folder d vw e AddressFull Desktop Date modified Y Je ae S15 minute GPLyxdb 3 2 20159 59AM Election 1 a cesis 93 Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM A aM v 31 Square mile yxdb 11 11 2014 9 18 PM Election 2 Optional y iini d Rz Collection Intelligence Public Maps yxzp 9 29 2004 4 11 PM v a 87 Collection Intelligence Public yxzp 9 29 2014 4 10 PM 2 Mame 22 eBook and Audiobook Insights OD yxzp 9 29 2014411PM A Election 3 Optional Music NES i Y Pictures 87 eBook and Insights Maps OD yxzp 9 29 2014 er PM A a gz Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM A eei a 0 GPL PatronVoterOutput csv 3 2 2015 1 19 PM H iiis Gale Public Library 3000 3 19 2015 11 14 AM Select this button if the address is in multiple fields Esposito Frank GPL CI setup fields xisx ME Computer th Network 5 GPL Collection Intelligence File xlsx 3 19 2015 11 16 AM 4 Voting Data Format thao format nf unur Anrinnatand CLOCTIOANI finide Bale File name Previous Next Note Excel workbooks can contain multiple spreadsheets which 1s why it is
123. on the lower left side of the screen or the tab at the top of the screen 7 1 3 Marketing Action Analysis 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 calculate the drive time for each library patron from their home to the library e To choose whether or not to display the library location on any maps views when it is outside of the selected Service Area Marketing Action Analysis Non Patrons Description 1 Library Information 2 LibraryPatrons 3 PatronProfile 4 Geographic Service Area 5 Optional Outputs Attention Fill in the following information for your library location Library Name Address State AL Y 5 digit zip code Map Option Force Library Location on Map may skew map based on Service Area selection Previous Next AoD User s Manual Page 7 3 7 0 Marketing Action Non Patrons ex Click at the lower left side of the screen to proceed to the next tab 7 1 4 Marketing Action Analysis Library Patrons The next tab Library Patrons is where you upload the patron data file normally an Excel from your ILS As the Marketing Action Analysis app 15 used for both the PATRONS and NON PATRONS apps it is asking for information th
124. ons This section provides a detailed description of the Marketing Action Mailing List Patrons app There are two separate apps included when you subscribe to the Marketing Action Patrons app the Marketing Action Analysis app and the Marketing Action Mailing List Patrons app The Marketing Action Mailing List Patrons app is used to output the actual list of households created by the Marketing Action Analysis app This app will produce one output the household mailing list of existing patrons you are targeting 6 2 1 Marketing Action Mailing List Patrons Initial Screen The following screen appears when you click the Marketing Action Mailing List Patrons app KUNDEN GALE kr oe NGAGE lean Welcome Li keting Action Mailing List Patrons 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 summary description of what the Marketing Action Mailing List Patrons app does This application can be used to obtain a list of household names and addresses that fit your library s demographic profile as defined in the Marketing Action Analysis app This list can be used for a wide array of marketing initiatives to improve the patron engagement at your library e Link to Ana
125. ose patrons that fall WITHIN your service area defined above Analyze only those patrons that fall OUTSIDE OF your service area defined above 8 1 7 Patron Voter Analysis Optional Outputs The final step in the process before running the report is to decide whether you want to include additional files or reports in the output Description 1 Library Information 2 Patron File 3 VoterFile 4 Geographic Service Area 5 Optional Outputs Patron Voter Analysis o Check to include any of these optional outputs Summary report of your voter data health Voter records that successfully matched to patron records Voter records with address issues Previous Run There are two optional outputs available a Summary of your patron data health this will create a report outlining the number of records found in your patron file with the number of good bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was found b Voter records that successfully matched patron record this will create a downloadable file of all voter records that matched the filter criteria specified on the Voter File tab c Voter records with address or date issues this will create a downloadable file of all voter address records that were bad and the reason why they could not be processed Simply click the box to include the options you want or leave it blank if you elect not to
126. ounding geographies outside the service area to analyze non 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 Marketing Action Analysis Non Patrons Q Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Service Area Warning The size of your service area influences how long this app will take to complete A very large service area more than 5 miles in radius could take more than 30 minutes to finish especially in highly urbanized areas You may also receive an error if the total household count of your service area exceeds 250 000 You will be asked to select or upload a smaller service area Define your library s service area here Select geographies that define the library service area Click the sign to expand the tree Block Groups 1 CCDs MCDs by County 1 Census Tracts 1 Congressional Districts 114th Counties 1 Places amp ZIP Codes by County oad your library s service area file spatial formats only Up Location Filter Households within the service area will be matched against your entire existing patron file in order to output only non patron households Previous Next You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files
127. ownload Pation Voter Analysis h neigh This application provides inadys he ibrary ye vele 1 pi iar election There three ster Ine Stes i enfers libra hr ones In Hep ine user 2 os A Laie Eh and Tie remylngd n ATTON ac DE rnec 3 memcs ang recent n nt Tiers In aen Te user App Results Previous results for this app Hamas ne 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 8 1 8 0 Patron Voter Analysis e A summary description of the app This application provides an analysis of the library patrons whom have voted or not voted in a particular election There are three 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 a voter file and fields identifying patron address and up to three election activities In Step 4 the user selects geographies to define a library service 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 servic
128. perian households Previous Run There are four optional outputs available a Maps of patron borrowers These maps include visuals of the home locations arranged by material type and genre of patrons who have checked out materials The maps add a useful visual enhancement to the analysis of the charts and tables of the base report 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 Note Selecting the additional maps adds processing time to your report and increases the size of final report AoD User s Manual Page 5 11 5 0 eBooks amp audiobooks Insights b Summary of your patron data health this will create a report outlining the number of records found in your patron file with the number of good bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was found c Patron records with address or date issues this will create a downloadable file of all patron address records that were bad and the reason why they could not be processed d Patron records that failed to match to Experian households this will create a downloadable file of the patron addresses that could not be found on the Experian household file Note There are several reasons for Experian not having a match for a specific household Among other things a consumer needs to be active at an address for some
129. plications 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 8 2 0 Getting Started 2 5 AOD Data Formats 2 5 1 Date Formats AOD uses date fields in multiple apps The format of these date fields are consistent with how Microsoft products auto configure date fields The AOD software is using the Microsoft driver to convert the file upon upload Month should always come before day with one exception But for 9 they all follow a similar pattern MM DD YY YY MM DD YYYY MM DD YY MM DD YY M D YYYY M D YYYY M D Y Y M D YY YYYY MM DD E EN s Another important issue is to ensure the date field you are uploading only has one format in it Sometimes when a user opens a file in excel they can accidently manipulate the format without knowing 2 5 2 Address Formats AOD uses addresses in many of the apps The input file can use either an address in one column or separate columns a separate column for the address line a separate column for the city the state the zip code When using a single column for an address AOD only recognizes a delimiter between the street address
130. 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 AoD User s Manual Page 5 1 5 0 eBooks amp audiobooks Insights e Asummary description of what the eBook and AudioBook Insights app does This application provides breakdowns of library checkouts by format genre and location with correlation of format and genre checkouts among various patron demographic segments There are five input steps to the application e Link to Analytics On Demand User Guide clicking on this link takes you directly to the AOD user guide 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 1 2 eBook amp AudioBook Insights Description When you click Run the following screen appears Note that the screen displays six 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 amp Audiobook Insights 2 Description 1 Library Information 2 PatronFile 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs The eBook and Audiobook Insights report will allow you to analyze
131. ps 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 Marketing Action Mailing List Patrons Optional Job Name Description Unlock File Upload BEFORE proceeding you will need to obtain an UNLOCK FILE from the Marketing Action Analysis application You will be required to upload this file in the UNLOCK FILE UPLOAD tab AoD User s Manual Page 7 14 7 0 Marketing Action Non Patrons This tab allows you to name an output report in the text box located in the upper left portion of the screen Marketing Action Mailing List Non Patrons Job 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 Next button on the lower left side of the screen or the tab at the top of the screen 7 2 3 Marketing Action Mailing List Non Patrons Unlock File Upload The Unlock File Upload tab is where you upload the csv file you created in the Marketing Action Analysis Non Patrons app Marketing Action Mailing List Non Patrons Job Name Description Unlock File Upload You should have received an unlock file from the Marketing Action Analysis app Upload this file here to unlock your mailing list Unlock File Y Browse You can receive up to 50 000 unique households per run
132. r Note that this filter 1s keyed to the date field in the Patron File 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 AoD User s Manual Page 8 7 8 0 Patron Voter Analysis The next filter Checkout Ranking allows you to select a percentage of your heaviest or least heaviest users as measured by Total Checkouts column data in the user input file Checkout Ranking Top of Patrons 100 100 All Patrons By clicking the arrows to the right of the box you can choose to analyze a percentage of your very best or your low usage 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 patrons 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 Click Next at the lower left side of the screen to proceed to the next tab After aligning the necessary fields click Next at the lower left side of the screen to proceed to the next tab 8 1 5 Patron Voter Analysis Voter Fi
133. rarchy methodology is employed in generating the final counts For example first select the Mosaic cluster then the demographics to filter this list further The following image demonstrates the selection of only one Mosaic cluster American Royalty which will NOT filter on household income children in household or length of residence In other words the report will not exclude anyone based on their income whether they have or not have children in the household how long they have lived in their home or the type of dwelling they live in Build Patron Profile Mosaic Group Select the Mosaic group and cluster GM Power Elite M American Royalty O Platinum Prosperity C Kids and Cabernet C Picture Perfect Families I Couples with Clout D Jet Set Urbanites amp F1 Flourishing Families 1 Booming with Confidence 1 Suburban Style Household Income 7 Children in Household Length of Residence Click Next at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 6 9 6 0 Marketing Action Patrons 6 1 6 Marketing Action Analysis Geographic Service Area 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 tra
134. s this will create a downloadable file of all patron address records that were bad and the reason why they could not be processed d Patron records that failed to match to Experian households this will create a downloadable file of the patron addresses that could not be found on the Experian household file AoD User s Manual Page 6 11 6 0 Marketing Action Patrons Note There are several reasons for Experian not having a match for a specific household Among other things a consumer needs to be active at an address for some amount of time before Experian can profile them The household might could be vacant or for sale Excluding the Suite number in areas of high rise and multiple dwelling units lowers your match rate And finally the Experian data is updated quarterly so it may take time to work itself through the system simply click the box to include the options you want or leave it blank if you elect not to 6 1 8 Marketing Action Analysis Attention The final step in the process before running the simply requires you to be familiar with the type of outputs this particular app generates There are no filters uploads or decisions that need to be made in this tab Marketing Action Analysis Patrons 3 DETTO 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Attention This app produces multiple output files After execution you will only see a pr
135. s 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 Marketing Action Analysis o Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area Attentior This tab allows you to name an output report in the text box located in the upper left portion of the screen Marketing Action Analysis Job 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 AoD User s Manual Page 6 2 6 0 Marketing Action Patrons To proceed to the next tab click the Next button on the lower left side of the screen or the tab at the top of the screen 6 1 3 Marketing Action Analysis Library Information The Library Information tab provides boxes where you can input the name of your library and its address This information 15 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 their home to the library e choose whether or not to display the library location on any maps views when it is outside of the selected Service Area Marketing Action Analysis Patrons 9 Description 1 Library Information 2 Li
136. 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 9 10
137. ss Mapped to STREET ADDRESS Street Suffix City Mapped to CITY state Mappedto STATE ZIP Code Mapped to ZIP Address After aligning necessary fields click ext at the lower left side of the screen to proceed to the next tab 4 1 5 Collection Intelligence Definitions Setup File Optional The Definitions Setup File Optional tab is where you define the textual descriptions of codes stored in your ILS if you use them AoD User s Manual 4 0 Collection Intelligence 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 w 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 1f used If an ILS extract already uses a textual description of format subject genre and location 1f used you usually do not use a definitions file The following example shows a typical definition file Format Code Format Description gt Location Description Book ss Other libraries Unused ad Administration sumused da Bloomfield West adr elboNorUsEMideo li Bloomfield North Im If you choose to use a definitions file click Click here to use a definitions file The data input screen
138. ss 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 Voter Analysis app more on this to follow but also on the ILS extract date 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 Voter Analysis o Description 1 Library Information 2 Patron File 3 VoterFile 4 Geographic Service Area 5 Optional Outputs 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
139. t active Select the active date of the patron group you want to analyze You can elect 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 3 VOTER FILE You may elect to analyze voting patrons based on voting history You may select patrons whom have voted in the last One of One One of Two or One of Three elections 4 GEOGRAPHIC SERVICE AREA Select the geography of your library s service area You may also select a custom geography created by DemographicsNow or any other accepted spatial format YXDB SHP TAB KML You may also select from a list of pre defined geographies This can be by county zip code city block group census tracts or any other defined geography Additionally select the radio button that determines whether you only want to analyze all patrons regardless of the geographic area only those patrons within the service area or only those patrons outside of the service area RELEASE NOTES 07 06 2015 Added option to force library location on maps Previous Next This tab allows you to name an output report in the text box located in the top left portion of the screen AoD User s Manual Page 8 2 8 0 P
140. t this button if the address is in multiple fields Map Option Show Patrons on the map Date Filter Analyze all patrons regardless of Last Active Date Filter by Last Active Date Previous Next AoD User s Manual Page 7 4 7 0 Marketing Action Non Patrons The following screen shows the multiple column address view A Marketing Action Analysis Non Patrons o Description 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Please select the patron input file containing the field s required for this report Select this button if the address is in a single field Select this button if the address is in multiple fields Browse to select the patron file associated with the library location Use the drop down boxes to select the patron address fields Please select the file and fields below Y Browse Address Suite Optional Zip Y Date Checkouts Optional Email Address Optional Map Option Previous Next Browse Once you select the address radio button for your input file 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 a
141. tab 7 1 5 Marketing Action Analysis Patron Profile Your next step is to select specific filters to narrow down the exact demographic profile of the non patrons you want to reach Description 1 Library Information 2 LibraryPatrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention chiltonestimating com Home Index ReturnUrl 2f Marketing Action Analysis Non Patrons Use the drop down boxes to select each filter The output report will provide a count of potential mail list candidates in each filter chosen A hierarchy methodology is employed in generating the final counts For example first select the Mosaic cluster then the demographics to filter this list further Optional Output Output Unlock File for use in Mailing List app Build Patron Profile Mosaic Group Household Income Children in Household Length of Residence Type of Dwelling Previous Next AoD User s Manual Page 7 8 7 0 Marketing Action Non Patrons You will build your non patron profile by selecting the demographic attributes If you do not want to select a slice or portion of a demographic variable simply do not click on the radio button next to it All of that particular attribute will be included On demographic attributes you do want to filter click on the box next to the attribute to select each filter Build Patron Profile Fl Mosaic Group Fl Household Income Children in Househ
142. 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 required field AoD User s Manual Page 5 8 5 0 eBooks amp audiobooks Insights select OverDrive file and fields for analysis GPL OD Sample File xlsx OD Patron Insights 6 9 14 Y Browse FORMATS Selecta Field Title Edition Format Publisher subjects Mapped to SUBJECTS Date Added to site Own Lic lett Lic used Checkout ID Checked out Borrowed from Lending period Barcode Bought by P Branch Extra Cartre 111 Click Next at the lower left side of the screen to proceed to the next tab 5 1 6 eBook amp AudioBook Insights Geographic Service Area 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 AoD User s Manual Page 5 9 5 0 eBooks amp audiobooks Insights eBook amp Audiobook Insights Description 1 Library Information 2 PatronFile 3
143. 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 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 calculation may take hours After you select a geography scroll down the screen to the final filter on this tab whether to include or exclude patrons outside the geography selected AoD User s Manual Page 5 10 5 0 eBooks amp audiobooks Insights Finally the location 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 only those patrons that fall WITHIN your service area defined above includes patrons only if their addresses lie within the service area geography you defined earlier Clicking Analyze o
144. tion Analyze all patrons includes all patrons regardless of where they live Clicking Analyze only those patrons that fall WITHIN your service area defined above includes patrons only if their addresses lie within the service area geography you defined earlier Clicking Analyze only those patrons that fall OUTSIDE OF your service area defined above includes patrons only if their addresses lie outside the service area geography you defined earlier Location Filter Analyze all patrons regardless of their location 2 Analyze only those patrons that fall WITHIN your service area defined above 2 Analyze only those patrons that fall OUTSIDE OF your service area defined above Click Next at the lower left side of the screen to proceed to the next tab 3 1 6 Patron Profiles Supplemental Patron Household Map Your next step is to select any additional theme based maps you want to be produced based on your Patrons demographic data Each of these reports w ll map your Patrons with color coded themes based on the demographic variable you have chosen This is useful in getting a visual image of your service area and how the Patrons are distributed according to the variable you have chosen Note Each additional map you select adds processing time to your report and increases the size of final 9 report Patron Profiles Description 1 Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Ho
145. tron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs Patron File Upload Select this button if the address is in a single field Please select file and fields v Browse Library Card AddressFull Select this button if the address is in multiple fields Previous Next The following screen shows the multiple column address view eBook amp Audiobook Insights 2 Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs Patron File Upload 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 Y Browse Library Card Address Suite Optional State Zip Previous Next AoD User s Manual Page 5 4 5 0 eBooks amp audiobooks Insights Browse Once you select the address radio button for your input file 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 1s identical to the sample file previously submitted to Ga
146. tton defaults to a single code however if your location code is the prefix of a much longer code identifier select the PARTIAL LOCATION CODE radio button and then select the number of characters that identify the location as shown below AoD User s Manual Page 9 6 9 0 Branch Insights Use the full or partial LOCATION_CODE field in Collection file to designate Branch location Use Full LOCATION_CODE amp Use Partial LOCATION CODE select the number of characters from the beginning of the LOCATION CODE field that designate the Location Default is 2 7 2 Next Next click at the lower left side of the screen to proceed to the next tab 9 1 5 Branch Insights Report Options Use the Report Options tab to identify whether you want to run a system overview report a branch detail report or both by selecting the radio buttons affiliated with each selection Branch Insights Description 1 Collection File 2 Definitions Setup File 3 Report Options 4 Geographic Service Area Attention Enter a Report Title enter library system name here Report Outputs System Overview Report 8 pages total Branch Detail Report 4 pages per branch Activity Dates File Contains Activity Dates Enter Activity Dates for Report summary report of your patron and branch data health Patron records with address or date issues Patron records that failed to match to Experian households Patron records not matched to Branch file Pr
147. usehold Maps 5 Optional Outputs Include additional themed Patron household maps based on the following demographic variables Estimated Household Income Dwelling Unit Size Length of Residence Number of Adults in Living Unit Presence of Children Dwelling Type Household Composition Previous Next Select one or more supplemental maps by clicking the checkbox next to the report Click Next at the lower left side of the screen to proceed to the next tab AoD User s Manual Page 3 10 3 0 Patron Profiles Public 3 1 7 Patron Profiles Optional Outputs The final step 1s to select any additional output you would like to see about the Patron data you have provided We perform a thorough data cleansing and validation process at the beginning of each report and these options will help you identify where your data may need some additional work to produce better results Patron Profiles Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs Check to include any of these optional outputs summary report of your patron data health Patron records with address or date issues Patron records that failed to match to Experian households Previous Run There are three optional outputs available a Summary of your patron data health this will create a report outlining the number of records found in your patron file with the number of goo
148. ween the FROM and TO dates FROM mm dd yyyy E TO mm dd yyyy lt Vie Since the mailing list of NON PATRONS is arrived at by subtracting existing patrons from a total list of all household addresses how you answer the activity date filter for your existing patrons input file will determine if any existing patrons would be included in the mailing list you create If you elect to exclude groups of existing patrons by their activity date thereby including them in your NON PATRON mailing list click on the FILTER BY LAST ACTIVE DATE and the following window appears AoD User s Manual Page 7 7 7 0 Marketing Action Non Patrons Date Filter Analyze all patrons regardless of Last Active Date Filter by Last Active Date Set the date filters to only include patrons within activity between the FROM and TO dates FROM E November 2014 b Sun Mon Tue Wed Thu Fri Sat 2 3 4 5 6 T7 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Today 11 20 2014 TO November 2014 d Sun Mon Tue Wed Thu Fri Sat 2 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Today 11 20 2014 You can now select a beginning and ending date window of activity and the app will include any existing patron in your NON PATRON mailing list that has a last active date that falls outside of this window Click Next at the lower left side of the screen to proceed to the next
149. win a bran 1 h are miree mp h n 2482 1 Ine awon file and elds IGeniifying patron address checkout metrics and 1 heckout fl In electis geographles to de App Results The user has tne option E Ene ana ysis an pamon date top customers and on y mose thal fall within the defined lrary service area Analytics On Demand User Guide Gale Cengage eamm Copyrghl Goghi Gate Cengage Leaming Previous results for this app Hama Fata 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 Provides a link to the AOD User Guide The first three bulleted items are self explanatory The fourth refers to HTML 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 icon 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 days ago 4 wf eBook and audiobook Insights OD 11 days ago i w Patron Profiles Public 25 days
150. xt to it 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 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 AoD User s Manual Page 3 8 3 0 Patron Profiles Public Patron Profiles 2 Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Supplemental Patron Household Maps 5 Optional Outputs Library Service Area Define your library s service area Select geographies that define the library service area Click the sign to expand the tree Block Groups C CCDs MCDs by County C Census Tracts Congressional Districts 114th Counties DMA by State Metro CBSAs by State Places States E mem mem me me Rme Rm C ZIP Codes by County OR Upload your library s service area file spatial formats only You can select geographies from the geography tree menu or upload a custom geography GIS spatial file Spatial files from either MapInfo or ESRI must be packaged within a zipped folder before uploading This app also accepts Alteryx Y XDB and Google Earth KML format spatial files If you are loading a spatial file click the OR Upload your library s service area file spatial
151. your service area defined above Click Next at the lower left side of the screen to proceed to the next tab 6 1 7 Marketing Action Analysis Optional Outputs The next step in the process before running the report is to decide whether you want to include additional files or reports in output Marketing Action Analysis Patrons bits 1 Library Information 2 Library Patrons 3 Patron Profile 4 Geographic Service Area 5 Optional Outputs Attention Check to include any of these optional outputs Output Patron records matching filter criteria Summary report of your patron data health Patron records with address or date issues Patron records that failed to match to Experian households Previous Next There are four optional outputs available a Output Patron records matching filter criteria This will create a downloadable file of patrons who have matched your selections on the Patron Profile tab These addresses will be standardized to the CASS household address and the last activity date and checkout counts for each will be summarized to include all patrons in that household b Summary of your patron data health this will create a report outlining the number of records found in your patron file with the number of good bad records found as well as the number of records found on Experian It will also tell you the reasons for any bad data that was found c Patron records with address or date issue

aod user`s manual - Cengage Learning

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