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AOD Canada USER`S MANUAL

1. ES Search Gale Public Library v Organize v New folder Ev City de Fase Name Date modified FE Desktop 24 15 minute GPL yxdb 3 2 2015 9 59 AM Province g 18 Downloads 24 Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM E a E Recent Places 24 Square mile yxdb 11 11 2014 9 18 PM Postal Code 87 Collection Intelligence Public Maps yxzp 9 29 2014 4 11 PM HZ Desktop 87 Collection Intelligence Public yxzp 9 29 2014 4 10 PM Date A Libraries 27 eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM y L Documents 27 eBook and audiobook Insights Maps OD yxzp 9 29 2014 4 14 PM Checkouts Optional a Music tz Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM i bk Pictures R GPL PatronVoterOutput csv 3 2 2015 1 19 PM fe Subversion BE Videos B Esposito Frank Q Gale Public Library 3000 PP xlsx 5 GPL CI setup fields dsx 45 GPL Collection Intelligence File xlsx 3 19 2015 11 14 AM 3 13 2015 3 29 PM 3 19 2015 11 16 AM Additional Filters E Computer SA m File name Previous Next After you select the file AOD asks you to confirm that the spreadsheet it selected from the input file is correct by clicking Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet sheet OK Cancel Once you have confirmed the selection AOD loads the file into the app and attempts
2. 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 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 9 hard drive or network drive to upload into AOD eBook amp Audiobook Insights Canada Description 1 Library Information 2 Patron File 3 eBook 8 Audiobook File 4 Geographic Service Area 5 Optional Outputs Patron File Upload Select this button if the address Is in a single field C rr ane C anile Dnt Search Canada Sample Data Select this button if the address is in multiple fields Organize y New folder f ow e Please select file and fields Sr Favorites Date modified Type CA Sample Patron xlsx Sheet15 Y Bro FE Desktop E CA Sample Collection Intel xlsx 9 11
3. 2 10 2500 App put file Fossae ee 2 10 3 0 PATRON TROFE S sr 3 1 3 1 Patron Exrotles Canada oa dad 3 1 JAN Patron Profiles Canada Initial Seen ii Ai 3 1 31 2 Patron Profiles Canada Description soere oane e ee EE TNE OEL EEA 3 2 3 1 3 Patron Profiles Canada Library InforMati0ON ooooonnocunununoonooononononooonononnnnnnnnnono nono nono ono nn non nono nono nonnnnnos 3 3 SF Patron Protest as Paron e a a 3 4 3 1 5 Patron Profiles Canada Geographic Service Area ooooccccccnccnnncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnoss 3 8 3 1 6 Patron Profiles Canada Optional Output occcccccncncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 3 10 4 0 COLLECTION INTELLIGENCE ina ai do 4 1 4 1 Collection Intelligence Canadanancn ari ene 4 1 4 1 1 Collection Intelligence Canada Initial Serena NESEN 4 1 AOD Canada User s Manual Page iii 412 Collection Intellisence Canada Description ia 4 2 4 1 3 Collection Intelligence Canada Library Information rrrrrrrrrrrrrrrnnnnnnrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrnrnsnnnne 4 3 4 14 Collection Intelligence Canada Collection File rrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 4 4 4 1 5 Collection Intelligence Canada Definitions Setup File Optional rrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrnnnnnn 4 7 4 1 6 Collection Intelligence Canada Geographic Service Area coooonncoccncccoooonoooooonanananonnnn no
4. Drivetime engine Alteryx Maps These products provide a visual display or add spatial dimension to files through address cleansing geocoding and drive time creation Address Points includes more than 80 million parcel centroids A parcel is the property boundary of an address most of the points in the database are the centroid of the property boundary However some of the points are edited by TomTom to rooftop accuracy and can enhance geocoding results Alteryx Maps enhances mapping with atlas like reference layers Geocoder adds a spatial object latitude longitude to addresses for visualization and data retrieval processes ZIP 4 Coder adds spatial objects at multiple levels ZIP Code ZIP 2 and ZIP 4 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 y as a4 x x px xo px px gt Environics Demograpic Ke X Spatial Data Designer Update Week of Aug 10 Week of Oct 5 Week of Dec 14 Week of Mar 7 Gallery Update Week of Aug 24 Week of Oct 19 Week of Jan4 Week of Mar 21 CASS Feb Apr Jun Aug Oct Dec AoD Canada User s Manual 3 0 Patron Profiles Public 2 4 AOD Data Security 2 4 1 Cloud Storage Security e Amazon Web Services AWS is the cloud computing service Platform as a S
5. 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 9 17 Canada 2011 39 17 Census Division 2011 9 17 Census Metropolitan Area 2011 9 17 Census Metropolitan Areas PR Parts 2011 Census Subdivision 2011 9 1 Census Tract No Decimal 2011 9 17 Census Tract 2011 9 17 Dissemination Area 2011 3 17 Federal Electoral District 2003 9 17 Federal Electoral District 2013 OR Upload your library s service area file spatial formats only Location Filter 2 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 2 click on button and locate the spatial file m the directory you previously saved it and select it When the file appears in the file window move to the next filtering question w
6. Patron Profiles Canada Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Optional Outputs LIDTaly SETVILE MATET Define your library s service area Select geographies that define the library service area Click the sign to expand the tree nam Census Metropolitan Area 2011 i Hm Census Metropolitan Areas PR Paris 2011 H O Census Subdivision 2011 C Census Tract No Decimal 2011 H O Census Tract 2011 oa Dissemination Area 2011 H O Federal Electoral District 2003 7 Federal Electoral District 2013 B C Forward Sortation Area Q4 2013 C Province 2011 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 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 se
7. Profiles Public 3 0 PATRON PROFILES AoD Canada 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 Canada 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 PRIZM lifestyle customer market segmentation on a household basis with more than 68 segments representing similar behaviors and lifestyles 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 Canada Initial Screen The following screen appears when you click the Patron Profiles Canada app 2 analytics GALE DEE e a CENGAGE Learning elcome Cengage Free Apps a p Utility Patron Profiles Canada vs Pr OG p It n Private Studio Cengage Alteryx s Studio Cengage Alteryx Uploaded 3 months ago Collections A I z Run 32 time lt AOD Admin New Collection Run Download Sharing Y App Results pa i PN This application provides a demographic and lifestyle segmentation profil
8. 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 AddressFull Checkouts Optional Select this button if the address is in multiple fields Additional Filters Activity Date Checkout Ranking Previous Next AoD Canada User s Manual Page 3 4 3 0 Patron Profiles Public 9 The following screen shows the multiple column address view Patron Profiles Canada Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Optional Outputs Select patron file and fields denoting checkout metrics 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 name street address city state zip total checkouts and last active date fields Please select file and fields Y Browse Address Address Optional City Province Postal Code Date Checkouts Optional Additional Filters Previous Next i E i 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
9. 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 Canada User s Manual Page 3 5 Patron Profiles Canada own Job Name Description 1 Library Information 2 Patron File Select patron file and fields denoting checkout metrics Select this button if the address Is in a single field Select this button if the address is in multiple fields 3 Geographic Service Area 3 0 Patron Profiles Public 4 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 total checkouts and last active date fields Please select file and fields Address Address2 Optional Y Browse y ry Ope ay JJ Alteryx Gale Public Library v 4
10. 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 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 DEI CACC ANMYTEC RELEASE NOTES JUS Next AoD Canada User s Manual Page 5 2 5 0 eBook and audioBook Insights 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 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 low
11. s Manual Page 5 10 5 0 eBook and audioBook Insights 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 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 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 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 t
12. 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 1s similar to the descriptive name on the screen AOD auto selects AoD Canada User s Manual Page 3 6 3 0 Patron Profiles Public 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 1t with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field Please select file and fields CA Sample Patron xlsx Sheet15 Y Browse Address STREET T Select a Field STREET SIREET POSTAL GODE Mapped to Postal Code CHECKOUTS LAST ACTIVITY CITY Mapped to City PROV BARCODE FULL ADDR 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 fo 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 18 Months Active Last 24 Months Inactive Las
13. 2015 2 49 PM Microsoft Exi Library Card d Downloads a CA Sample CI Definitions xIsx 9 11 20151 15PM Microsoft Ex Select a Field Y Recent Places CA Sample Patron xlsx 9 9 2015 12 18 PM Microsoft Ex A E ive 8 12 20151 53 PM Microsoft Ex Sears 1 CA Sample Overdrive xlsx 12 2015 1 icroso Select a Field HE Desktop Lethbridge Area kml 6 12 2015 2 14PM ArcGIS KML I l Ai Libraries Street Address Line 2 Optional Document Select a Field v F ad Music ae E Pictures v Subversion Province i FE Videos Select a Field Y B Esposito Frank Postal Code 18 Computer v 4 p POSTAL CODE Previous Next File name yple Patron xisx v All Files v 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 1s why it is important to confirm the selection Select Table Sheet Sheets OK AoD Canada User s Manual Page 5 5 5 0 eBook and audioBook Insights 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 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 Sel
14. 2E6 ee Leet ASES Definitions Setup File 42 OPTIONAL without this file only the codes will show in the report output excel file that includes the following columns in any order 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 Canada User s Manual 3 0 Patron Profiles Public 4 Subject genre descriptive text 5 Location code as indicated above this 1s optional 6 Location code descriptive text as indicated above this 1s optional A sample file would look like the following Format Subject Location Code Format Description oser ve description roser code porras Adult Book xxx ssf Ignore sid ox Otherlibraries libraries ore abr svsey Vad adminisation alfmuseed faces Cassette Spoken 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 follow
15. 8 Computer sll m j File name All Files x Does Subject Genre Field Contain Location Code Do not use a Location Code Use Location Code Optional from Collection File Location Code in SubjectGenre field 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 Canada User s Manual Page 4 6 4 0 Collection Intelligence Select Table Sheet Definitions Transactions OK Cancel After you have confirmed the selection AOD loads the file into the app and attempts to match the columnar fields in the input file to the names on each of the fields identified in this tab address checkouts and active date If the heading in the input file is similar to the descriptive name on the screen AOD auto selects that column Verify that the app has selected the correct columns of data If not click the drop down Select a field list to deselect the choice made and replace 1t with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field Please select file and fields CA Sample Collection Intel xls Sheet15 Browse Street Address Select a Field Select a Field STREE
16. GALE analytics USER S MANUAL Analytics on Demand AOD Canada Gale a part of Cengage Learning September 2015 V1 Revision Sheet Revision Description 9 30 15 AOD Canada User s Manual Initial Release AOD Canada User s Manual Page ii AOD Canada USER S MANUAL TABLE OF CONTENTS Page 1 0 GENERAL INFORMATION lt A AO 1 1 1 1 VEN DEN ve sccsssistastovssccelavzssaviavesecssusietivavtssaviuslususiadsssacsuvesssueasasoubascasstoassenaried saseensaleds 1 1 1 2 PONS OF Contar A Aaa 1 2 E FRE AAA o O E Eee ERE Eee 1 2 22 il Er E 1 2 1 3 Organization of the AOD User Guide cccsccccccsssssssssscccccccccsssssssccccssssscessssssscsssseeeees 1 2 1 4 Acronyms and Abbreviations iii iii indias 1 2 2 0 GETTING STARTED GN 2 1 2 1 Borre On and Losomo Masan a a EG 2 1 2 2 Sistem Melia UA aa 2 2 Pi Sal ERE AD ERR RE ORE CE CORRE ORE eR REE en oe er eae RE Se me eee Cn ae Er ERE Es er SER 2 2 222 Pest 2 3 2 3 Changing Selected User ID Information and Password sscsscccccssssssssssscsscccscseeeees 2 5 2 3 AOD Canada Data SQUECOS sign ioniserende see cine se dennes des Es DE ESSEN RATE 2 7 Doel a Abas nee eee artnet Et 2 7 252 Dens PP 2 7 DES S d Di 2 8 255 20105 Data Update Sel vhs 2 8 2 4 AOD Data SECUTI Vania sedanen 2 9 zal SEN 2 9 DAD DTS Ne ee 2 9 45 GMN 2 9 ZAR Fe 2 9 2 5 AOD D ta Foras 2 10 250 A a a SEE E TES SEERE SEE ASE EEN ERE DEERE REED IS 2 10 DD FE TON Set
17. Optional Output 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 Street Address Street Address Line 2 Optional Province Postal Code Format Subject Genre Location Code Optional Does Subject Genre Field Contain Location Code 2 Do not use a Location Code Use Location Code Optional from Collection File Location Code in SubjectGenre field Previous Next AoD Canada User s Manual Page 4 5 4 0 Collection Intelligence E 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 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 2 hard drive or network drive
18. Q Y Cao faser kesme taste 4 Demographics MOSAIC etc E Z LERMA AoD Canada 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 1s with you every step of the way Gale Customer Care 1s available to answer questions about e Running AOD apps e Sample data sets initially validated at setup e Training Contact Gale Customer Care at o gale customercare Qcengage 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 General 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
19. Statistical Area ILS Integrated Library System LMS Library Management System AoD Canada User s Manual Page 1 2 2 0 Getting Started 2 0 GETTING STARTED AoD Canada User s Manual 3 0 Patron Profiles Public 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 Sana ES GALE i aft fm CENGAGE Liami nE Preso rary Free Apps Ap DS EE ae Fapul Latest a Collections Test My Patron Data ma Combine Columns sa 19302 Alber Lei Ca I U App Results r Replace Field Delimiter st Word Cloud App s r a AOD Collaboration Site sta AA E E Cengage ler Profiling for Google AdWor za Twitter Tracker si pre de 0 aga ar Move your cursor to the upper right corner of the screen above the Signin icon Type your username and password into the box that appears and click the icon to enter AOD Welcome back Note The logins provided with your rd libraryreport cengage com subscription are email addresses that allow access to the private collections as well as i 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
20. T STREET CITY Mapped to City PROW POSTAL CODE Mapped to Postal Code CHECKOUTS LAST ACTIVITY Format Code Mapped to Format Genre code Full Addr Location Code After aligning the necessary fields click ex next tab at the lower left side of the screen to proceed to the 4 1 5 Collection Intelligence Canada 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 Canada User s Manual Page 4 7 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 Click here if there is no definitions file Default Click here to use a definitions file The definition file requires code and textual descriptors for format subject genre and location if used If an ILS extract already uses a textual description of format subject genre and location if used you usually do not use a definitions file The following example shows a typical definition file Format Description c Location Description RE 1 Adult Book Other libraries 2unused ad Administration unused fee Farmington LE Music CD Ce Bloomfield East lacs pd 0 Sjunused da Bloomfield West adr CD ROM DONOTUSE Video il Bloomfield North adv DVD If you choose to use a defin
21. age by patrons from a smaller geography or by patrons who live outside the service area Click vex at the lower left side of the screen to proceed to the next tab 3 1 5 Patron Profiles Canada 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 dissemination areas 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 forward sortation area electoral district dissemination are census tract or metropolitan area Next click the sign to expand the list and locate the geography you want You may select a single geography by clicking the box next to 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 larger geographic area do not select all its disseminations areas The AOD system calculates the smallest geography first and adds each individual selection to it If you select all its dissemination areas calculations may take hours AoD Canada User s Manual Page 3 8 3 0 Patron Profiles Public 2
22. aihi eBook amp Audiobook Insights f a AAA EAr T Marketing Action Patrons lt Collection Intelligence Gale Cengage Leaning ES Marketing Action Patrons cateo hy Cale Cengage Learn ou Q 3 0 Patron Profiles Public analytics GALE y 4 gt CENGAGE Learning Free Apps A Private Studio Collections Welcome Library Marketing Action Non Patrons i fame Cerrada I ear l Patron Profiles Gave Cengage Leaning As indicated earlier clicking a specific app opens it on its general description page which is shown in the following screenshot AoD Canada User s Manual analytics GALE y CEMSAGE Leasing ree Apps y i Free App Patron Profiles v3 Private Studia Subseriber Apps Ga Collections Ipioaced 17 daya age eBook amp Audiobook insight Marketing Action Non Patkotis i Collection Intelligence a Patron Prodibes y A 3 Marketing Action Patranaj App Results The user has he option ba Analytics On Demand User Guide Gale Cengage amg Copyrghl Gopynghl Gale Cengage Learning Previous results for this app Hama The general description page Provides the name of the app Provides a link to the AOD User Guide run the analysis on patron acihety date top customers and only those that tal within t e Cengage Leaming 3 0 Patron Profiles Public Welcome Library 1 There are free input s ome Ik 2000 In Ine user emer
23. alyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and dissemination areas to analyze specific neighborhoods Collection Intelligence Canada 9 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Output Library Service Area amp Define your library s service area here D TD ct geographies that define the library service area Click the sign to expand the tree Canada 2011 Census Division 2011 Census Metropolitan Area 2011 Census Subdivision 2011 Census Tract 2011 e e Census Metropolitan Areas PR Parts 2011 e e DIS Dissemination Area 2011 Federal Electoral District 2013 orward Sortation Area Q4 2013 O9O000000000 Province 2011 v O D load your library s service area file spatial formats only Location Filter Analyze all patrons regardless of their location alyze 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 YXDB and Google Earth KML format spatial files If you
24. 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 In order to select a geography from the geography tree first locate the type of geography to be loaded such as forward sortation area electoral district dissemination are census tract or metropolitan area Next click the sign to expand the list and locate the geography you want You may select a single geography by clicking the box next to 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 larger geographic area do not select all 1ts disseminations areas The AOD system calculates the smallest geography first and adds each individual selection to it If you select all its dissemination areas calculations may take hours AoD Canada User s Manual Page 4 9 4 0 Collection Intelligence 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
25. 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 Canada 2 Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Optional Outputs Check to include any of these optional outputs Patron records with address or date issues summary report of your patron data health Previous Run There are two optional outputs available a 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 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 Run Selection the Optional Outputs is the final step in creating patron profiles Click Run at the lower left side of the screen to begin the analysis When the analysis is finished the following message appears on the screen 1f you are still logged on AoD Canada User s Manual Page 3 10 3 0 Patron Profiles Public The Job Patron Profiles Public has completed successfully x Please note that it is not necessary to wait until the analysis completes By clicking onat the upper right side of the scr
26. azon cloud server 5 1 2 eBook 8 AudioBook Insights Canada 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 1s required to run the app including a high level overview of the commands eBook amp Audiobook Insights Canada Q Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs gt The eBook and Audiobook Insights report will allow you to analyze 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 J TI 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 ta Lau I cy 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
27. da e Run times Book amp Audlobook Insights Canada Run Download Sharing T Lollee on Inteilkgenee mor Patron rt a A do Braneh ihis 5 l I the eBook amp Audiobook Insigt ine Marked o i i Palm he Collect ii Patron Mat hiting I h New Collection anar tes On Demand User Guide App Results opyTlgnt Copyright Gale Cengage Learning Previous results for this app Harme Tr Date w Rook amp Audios insights Canada 2 monihs g 8Dook amp Audiobook Insights Canada test This screen provides the following key information AoD Canada User s Manual Page 5 1 5 0 eBook and audioBook Insights Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access e A summary description of what the eBook 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 s discussed in Section 2 2 2 this list includes previous results that you did not delete which are currently stored on the Am
28. 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 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 Canada Optional Output 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 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 A Collection Intelligence Canada Q Description 1 Library Information 2 Collection File 3 Definitions Setup F
29. e 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 service area Analytics On Demand User Guide Author Gale Cengage Learning Copyright Copyright Gale Cengage Learning Previous results for this app Name v Date Y Patron Profiles Canada 11 days ag w Patron Profiles Canada 11 days ag AoD Canada User s Manual Page 3 1 3 0 Patron Profiles Public This screen provides key information e Version number When the app is modified the version number increments by one Modifications may include enhancements changes that accommodate input data files and or error corrections that are uncovered with repeated user access e A summary description of the app This application provides a demographic and lifestyle segmentation profile of the patrons associated with a library location There are 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 I
30. eBook vendor pa oe er x re Alteryx Canada Sample Data v Please select file and fields Y Browse Organize New folder cv Til FORMATS de Favorites 4 Name Date moda Type E ME Desktop 45 CA Sample Collection Intel xlsx 9 11 2015 2 49 PM Microsoft Ex SUBJECTS lg Downloads 5 CA Sample CI Definitions xIsx 9 11 2015 1 15 PM Microsoft Ex x E Recent Places CA Sample Patron xlsx 9 9 201512 18PM Microsoft Ex LIBRARY CARD fi CA Sample Overdrive xlsx 8 12 20151 53 PM Microsoft Ex v HE Desktop Lethbridge Area kml 6 12 2015 2 14 PM ArcGIS KML I Libraries Documents a Music Pictures Subversion H Videos JA Esposito Frank E Computer ve File name All Files x Previous Next AoD Canada User s Manual Page 5 7 5 0 eBook and audioBook Insights After you select the file the AOD system asks you to confirm that the spreadsheet it selected from the input file 1s correct by clicking OK Note Excel workbooks can contain multiple spreadsheets which is why it is important to confirm the selection Select Table Sheet loc for types 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 s
31. ect a field list to deselect the choice made and replace 1t with the correct choice On fields that AOD has not auto selected click the drop down list of the remaining fields and match the correct field in the input file to the required field Please select file and fields CA Sample Patron xlsx Sheet1 Y Browse Library Card Select a Field 7 Street Address Select a Field Select a Field STREET STREET POSTAL CODE Mapped to Postal Code CHECKOUTS LAST ACTIVITY CITY Mapped to City PROV BARCODE FULL ADDR Click Next at the lower left side of the screen to proceed to the next tab 5 1 5 eBook amp AudioBook Insights Canada 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 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 Canada app amore on this to fo
32. een you can return to the original app screen and the analysis will run in the background You can also log out or execute another AOD app analysis If you want to make minor modifications and i Re Run re run the analysis with a different filter select the Re Run button at the lower left side of the screen All your information is saved and you can modify any earlier choices to re run the analyis AoD Canada User s Manual Page 3 11 4 0 Collection Intelligence 4 0 COLLECTION INTELLIGENCE AoD Canada User s Manual 4 0 Collection Intelligence 4 0 COLLECTION INTELLIGENCE This section provides a detailed description of the Collection Intelligence Canada app 4 1 Collection Intelligence Canada This section provides a detailed description of the Collection Intelligence Canada 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 Canada 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 lif
33. elects 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 Select OverDrive file and fields for analysis GPL OD Sample File xIsx OD Patron Insights 6 9 145 Y Browse FORMATS Selecta Field B Select a Field a Title Edition Format Publisher Subjects Mapped to SUBJECTS Date Added to site Lic left Lic used Checkout ID Checked out Borrowed from Lending period Barcode _ Bought by F Branch Extra Caden m Click LETT at the lower left side of the screen to proceed to the next tab AoD Canada User s Manual Page 5 8 5 0 eBook and audioBook Insights 5 1 6 eBook amp AudioBook Insights Canada Geographic Service Area Y our next step 1s to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to analyze patrons who use the library but don t reside in the service area c smaller geographies such as census tracts and dissemination areas to analyze specific neighborhoods eBook amp Audiobook Insights Canada Q Description 1 Library Information 2 Patron File 3 eBook 8 Audiobook File 4
34. elete which are currently stored on the Amazon cloud server 4 1 2 Collection Intelligence Canada 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 Collection Intelligence Canada 2 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Output The Collection Intelligence report will allow you to analyze your patron borrowing in several different ways by geography by item type and by subject genre If you want to analyze digital borrowing please use the eBook amp Audio Insights app EE NDE nrarar 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 op
35. er left side of the screen or the tab at the top of the screen 5 1 3 eBook amp AudioBook Insights Canada Library Information The Library Information tab provides boxes where you can input the name of your library and its address This information is used for three purposes e To label the report generated e To identify the spatial GIS point of the library s location in order to map this on map views in the report e To calculate the drive time for each library patron from 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 eBook amp Audiobook Insights Canada Q Description 1 Library Information 2 Patron File 3 eBook 8 Audiobook File 4 Geographic Service Area 5 Optional Outputs Library Name Address Province Report Options Optional Report Title 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 Canada User s Manual Page 5 3 5 0 eBook and audioBook Insights 5 1 4 eBook amp AudioBook Insights Canada 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 patr
36. ervice PaaS for the AOD Alteryx Analytics Gallery e AWS has a number of certification and accreditations with respect to the security of its hardware and supporting services See http aws amazon com security e AOD stores the output data file in a compressed proprietary schema in a NoSQL data warehouse until the user deletes the output file e Even if an attacker could obtain a copy or portion of the output report stored in the data warehouse they would lack the proprietary code to decrypt and use the data In addition the output report lacks detailed information on any specific library patron 2 4 2 Data Transfer e When an AOD application is run the file created is not permanently stored but rather used during run time and deleted immediately afterward The communication channel used to deliver a file to an application 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 s
37. estyle clusters and the genres borrowed by library patrons The analysis covers only the specific geographic area you select 4 1 1 Collection Intelligence Canada Initial Screen The following screen appears when you click the Collection Intelligence app anal GICS GALE g J fas CENGAGE Learning Welcome ER i Gale Cengage Free Apps Fr Collection Intelligence Canada vs Private Studio Subscriber Apps Gale Cengage Learning Collections a Uploaded 3 months ago Patron Profiles Canada Run 2 time eBook amp Audiobook Insights Canada Collection Intelligence Canada Run Download Sharing Y Patron Voter Analysis Branch Insights 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 eBook amp Audiobook Insights In Step 1 the user enters a library name and address Marketing Action Non Patrons P i Race Collection Intelligence In Step 2 the user may enter a file with the definitions of the format genre and location codes Patron Profiles In Step 3 the user selects the data files to be analyzed Marketing Action Patrons In Step 4 the user has the option to select specific geographies on which to run the analysis or to run the analysis on all checkout data contained in the input file New Collection In Step 5 the user can choose to include
38. he 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 ee Re Run re run the analysis with a different filter select the EST 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 Canada User s Manual Page 5 11
39. hich 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 In order to select a geography from the geography tree first locate the type of geography to be loaded such as forward sortation area electoral district dissemination are census tract or metropolitan area Next click the sign to expand the list and locate the geography you want You may select a single geography by clicking the box next to 1t A check mark appears You may select multiple geographies by checking the box next to each one If you select multiple geographies they will be combined in the analysis AoD Canada User s Manual Page 5 9 5 0 eBook and audioBook Insights Note If you are interested in a larger geographic area do not select all 1ts disseminations areas The AOD system calculates the smallest geography first and adds each individual selection to it If you select all its dissemination areas calculations 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 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 patro
40. ides 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 Canada This section provides a detailed description of the eBook amp AudioBook InsightsCanada app This app explains 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 AudioBook Insights Canada 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 8 AudioBook Insights Initial Screen The following screen appears when you click the eBook amp AudioBook Insights Canada app ip rd 5 s CAE a Welcome By E Gale Cengage Free Apps p Stud eBook amp Audiobook Insights Canada vs rivate Studio m Subscriber Apps Gale Cengage Learning Collections a Patran Profiles Cana
41. ile Optional 4 Geographic Service Area 5 Optional Output Note After execution you will only see a preview of one output file by default To view additional ouputs you can togale 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 Previous Run There are three optional outputs available AoD Canada User s Manual Page 4 10 4 0 Collection Intelligence 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 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
42. itions file click Click here to use a definitions file The data input screen will expand allowing you to browse files on your hard drive network and chose one After you select a file you will be asked to confirm the specific worksheet you have chosen You will be required to match the correct column in each of the drop down menus that aligns the spreadsheet to the format code and description and the genre code and description The 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 Canada Q Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Output s there a definitions setup file Click here if there is no definitions file Default Click here to use a definitions file Please select definition file and fields Yv Browse 2M E RMAT DESCRIPTION v ENRE E ENRE DE RIP N ATION DE OPTIONA v L N DESCR J P NAL Previous Next Next Click at the bottom left side of the screen to proceed to the next tab AoD Canada User s Manual Page 4 8 4 0 Collection Intelligence 4 1 6 Collection Intelligence Canada Geographic Service Area Y our next step is to identify the geographic area you want to analyze Examples of geographies include a the library s service area b surrounding geographies outside the service area to an
43. lect 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 Finally the location filter looks at whether patrons live inside or outside the library service area The default selection 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 AoD Canada User s Manual Page 3 9 3 0 Patron Profiles Public those patrons that fall OUTSIDE OF your service area defined above includes patrons only 1f their addresses lie outside the service area geography you defined earlier Location Filter 2 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 Click Next at the lower left side of the screen to proceed to the next tab 3 1 6 Patron Profiles Canada Optional Outputs The final step is 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
44. llow but also by the eBook platform extract used to create the AOD input file AoD Canada User s Manual Page 5 6 5 0 eBook and audioBook Insights eBook amp Audiobook Insights Canada e 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 Please select file and fields Y Browse FORMATS SUBJECTS LIBRARY CARD Previous Next i Browse The next step is 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 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 eBook amp Audiobook Insights Canada 2 Description 1 Library Information 2 Patron File 3 eBook amp Audiobook File 4 Geographic Service Area 5 Optional Outputs g eBook and Audiobook File Upload i Upload a collection file from your electronic
45. maps in the report Analytics On Demand User Guide App Results Author Gale Cengage Learning Copyright Copyright Gale Cengage Learning Previous results for this app Name y Date Y Collection Intelligence Canada 27 days ag ES This screen provides the following key information AoD Canada User s Manual Page 4 1 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 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 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 d
46. n 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 the AOD user guide e Listing of previous reports s 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 Canada Description When you click Run the following screen appears Note that the screen displays five tabs Some apps may have more or fewer tabs The Description tab explains what is required to run the app including a high level overview of commands Patron Profiles Canada os Q Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 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 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 patr
47. n Demand AOD is a web based access product whereby a library subscribes to specific software applications hereafter referred to as apps to analyze data extracted from electronic platforms used at their library These platforms can be their Integrated Library System ILS their eBook platform s like OverDrive and or 3M their periodical platform Zinio or any other electronic platform that data can be extracted from Access to AOD is through the Analytics Gallery via a username password Once users log in they can access apps that they subscribe to and execute them by uploading data files to the apps The data files are transmitted to the cloud via an encrypted data channel blended with external data and analyzed with the output in the form of an executive style report complete with tables charts and graphs the report can be downloaded to Excel for further manipulation These reports can be run in a multitude of variations based on an individual library s need There is no requirement to clean the data before it is uploaded in the app nor is it necessary to send sensitive data outside of the library Once the app completes the original data file used is automatically deleted This process is illustrated in Figure 1 Figure 1 Analytics on Demand Network Diagram ni 3 3 ILS eBooks eMag PC use etc Repository A so a pg Po mr ee DEE lt lt gt 3 a e usame sass Cunas a tun hacian 678 Cameras avd amp
48. no nono nn nro nerne nerne 4 9 4 1 7 Collection Intelligence Canada Optional Output rrrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 4 10 5 0 EBOOK AND AUDIOBOOK INSIGHTS genrene 5 1 5 1 eBook amp AudioBook Insights Canada eeeoovvvvvvnnvnnvvevevennnnnnnnnnneeessnnnnnnnnnneesssnnnnnnnnenesesssnsennnee 5 1 5 1 1 eBook amp AudioBook Insights Initial Screen oooooccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnninoss 5 1 5 1 2 eBook amp AudioBook Insights Canada Description rrrrrrrrnrnrrrnnrrrnnnrrnnnsrrrnrnrnnsnsrsnsssrssssssssssssssssssnr 5 2 5 1 3 eBook amp AudioBook Insights Canada Library Informati0D ococccccccnnnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnonoss 5 3 5 1 4 eBook amp AudioBook Insights Canada Patron File cocccccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnninnninos 5 4 5 1 5 eBook amp AudioBook Insights Canada eBook and AudioBook File cooooccccccncnnnnnnnnonnnos 5 6 5 1 6 eBook amp AudioBook Insights Canada Geographic Service TOA ooccccccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 5 9 5 1 7 eBook amp AudioBook Insights Canada Optional Outputs occccccccnncnnncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 5 10 AOD Canada User s Manual Page iv 1 0 General Information 1 0 GENERAL INFORMATION AoD Canada User s Manual 2 0 System Summary 1 0 GENERAL INFORMATION 1 1 System Overview Analytics o
49. ns 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 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 Canada 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 X eBook amp Audiobook Insights Canada Q Description 1 Library Information 2 Patron File 3 eBook 8 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 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 Previous Run There are three optional outputs available AoD Canada User
50. 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 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 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 i re run the analysis with a different filter select the Re Run button at the lower left side of the screen All your information is saved and you can modify any earlier choices to re run the analyis AoD Canada User s Manual Page 4 11 5 0 eBook and audioBook Insights 5 0 EBOOK AND AUDIOBOOK INSIGHTS AoD Canada User s Manual 5 0 eBook and audioBook Insights 5 0 EBOOK AND AUDIOBOOK INSIGHTS This section prov
51. on 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 Canada 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 Please select file and fields Y 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 Canada 2 Description 1 Library Information 2 Patron File 3 eBook 8 Audiobook File 4 Geographic Service Area 5 Optional Outputs Patron File Upload Select this button if the address is in a single field amp Select this button if the address is in multiple fields Please select file and fields Y Browse Library Card Street Address Street Address Line 2 Optional Province Postal Code Previous Next AoD Canada User s Manual Page 5 4 5 0 eBook and audioBook Insights Browse
52. on 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 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 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 AoD Canada User s Manual Page 3 2 3 0 Patron Profiles Public This tab allows you to name an output report in the text box located at the upper left side of the screen Patron Profiles Optional Job Name By using unique names you can easily identify re
53. on on the lower left side of the screen or the tab at the top of the screen 4 1 3 Collection Intelligence Canada 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 three purposes e To label the report generated e To identify the spatial GIS point of the library s location in order to map this on map views in the report e To calculate the drive time for each library patron from home to the library e To choose whether or not to display the library location on any maps views when it is outside of the selected Service Area Collection Intelligence Canada Q Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Output Library Name Address Province AB v 6 digit Postal Code Map Options Force Library Location on Maps may skew map based on Service Area Previous Next xt i Click at the bottom left side of the screen to proceed to the next tab AoD Canada User s Manual Page 4 3 4 0 Collection Intelligence 4 1 4 Collection Intelligence Canada Collection File Y our 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 is usually a high level identifier that facilitates returning printed mate
54. opular apps or 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 Apps Popular Latest Create a Service Area sa KON GN ispentprege Ab El Pi or F bi a Combine Files sta ri vag da R g je 6 Prahiing tor Googie AdWor Zz ESE q a eae AoD Canada User s Manual Test My Patron Data st Replace Field Delimiter st etter trackor sa ee nm w y Gyra J Welcome Library Combine Columns zu Word Cloud App s AOD Collaboration Site sa 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 description 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 is not open to libraries The second Collections contains the apps your library subscribes to edanalytles gt GALE kr i CLNGAGL aiming Free Apps Collections Private Studio Collections i E Audiol M
55. pecific customer Permission must be explicitly granted to a Gale Alteryx administrator or delivered to a Gale Alteryx representative via some other electronic means such as FTP or email e The AOD site was reviewed and security penetration tests were performed by a third party vendor 2 4 4 Execution Runtime e AOD applications and associated data are secure even when being transferred among the horizontal array of execution servers in AWS e All communication is compressed and encrypted among all servers in the array to prevent man in the middle attacks e Execution is a transient operation and no residual data temporary or otherwise is persisted in any location other than the secure data warehouse AoD Canada User s Manual 3 0 Patron Profiles Public 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 1s 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 Y Y Y Y MM DD YY Y Y MM DD YY MM DD YY M D YY YY M D YYY Y M D YY M D Y Y YYYY MM DD o dt Another important issue is to ensure the date field you are uploading only has one format in 1t Sometimes when a user opens a file in excel they can accidently manipulate the format without knowing 2 5 2 Add
56. ports 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 Canada 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 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 Canada 2 Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Optional Outputs Enter library information Library Name Address Province AB v 6 digit Postal Code Map Options Force Library Location 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 Canada User s Manual Page 3 3 3 0 Patron Profiles Public 3 1 4 Patron Profiles Canada Patron File Use the Patron File tab to upload a data file normally an Excel file from your ILS This file requi
57. re Join now public gallery which is populated with complimentary apps provided with your paid First Last lemail example com subscription z Examples of these complimentary apps are a show Twitter Tracker and a Word Cloud app AoD Canada User s Manual 4 a sap 2 4 GALE a Free Apps Private Studia Collections App Results CENGAGE Leeming Apps Popular Latest Create a Service Area ate Combine Files st Here pe 7 anida her 4 ll CATE IE Cengage Allery 3 0 Patron Profiles Public ry Welcome Library gt Fre El Test My Patron Data st Replace Field Delimiter ste D Cengage Alten Combine Columns su J E ca Cenig i Word Cloud App xt or m J pa AP ig Cengage A ana Ey 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 referenced 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 Late may wish to click complimentary apps that have been loaded Popular to view the most p
58. res 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 Canada 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 province and one for postal code The view presented depends on the radio button you select The single column address view 1s the default This screen shows the single column address view Patron Profiles Canada Q Description 1 Library Information 2 Patron File 3 Geographic Service Area 4 Optional Outputs Select patron file and fields denoting checkout metrics Select this
59. ress 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 province the postal code When using a single column for an address AOD only recognizes a delimiter between the street address and the city No other delimiter 1s 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 4127121 AVES Lethbridge T1J 0A7 61311STN Lethbridge T1H 2E6 1 1102 5 AVENUE N Lethbridge T1H OM4 497 GATEWAY CRES W Lethbridge TIK 5C3 AoD Canada User s Manual 3 0 Patron Profiles Public o or in one column if in one column note the position of the delimiter as follows Address 4127121 AVE S LETHBRIDGE ALBERTA T1J 0A7 613 11 ST N LETHBRIDGE ALBERTA T1H 2E6 1 1102 5 AVENUE N LETHBRIDGE ALBERTA T1H OM4 497 GATEWAY CRES W LETHBRIDGE ALBERTA T1K 5C3 Checko
60. rial to the shelf and c the patron address Y ou 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 Canada 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 province and one for postal code The view presented depends on the radio button you choose The single column address view is the default Collection Intelligence Canada 2 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Output File Upload amp Select this button if the address Is in a single field Please select file and fields Y Browse Patron Address Y Format v Subject Genre Y Location Code Optional v Select this button if the address is in multiple fields Does Subject Genre Field Contain Location Code Do not use a Location Code Use Location Code Optional from Collection File Location Code in SubjectGenre field Previous Next The next question you must answer is whether the input file u
61. s with the address in one column Address Barcode it 12 712 1 AVE S LETHBRIDGE ALBERTA T1J 0A7 2758893 613 11 ST N LETHBRIDGE ALBERTA T1H 2E6 2782499 1 1102 5 AVENUE N LETHBRIDGE ALBERTA 11H 0M4 2286129 497 GATEWAY CRES W LETHBRIDGE ALBERTA T1K 5C3 1815185 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 Address TOT Barcode Circ Active EME 12712 1 AVE S LETHBRIDGE ALBERTA T1J 047 2 58893 7 7 2000 48 2782400 772000 1 2286129 7 7 2000 497 GATEWAY CRES W LETHBRIDGE ALBERTA T1K 5C3 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 Canada User s Manual 3 0 Patron Profiles Public 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 D cor Nonfiction 2758153 Nonfiction Self Help Sports amp Recreations 1954906 AoD Canada User s Manual 3 0 Patron
62. sa Cy H checkout Tiers In 3 ine u ecis geographies to define Dra HAN Fr Nara Indicates the last time the app was updated including its version number Shows how many times the app was run using your login Provides links to output reports from previous runs assuming you have not deleted them The first three bulleted items are self explanatory The fourth refers to 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 W icon The following screen Previous results for this app displays a typical report and when it was run Previous results for this app Name Patron Profiles Public eBook and audiobook Insights OD Patron Profiles Public Patron Profiles Public Gail Borden eBook and audiobook Insights OD Sacramento Patron Profiles Public Hershey 500 Patron Profiles Public Patron Profiles Public NPO PP Sample lt 1 4 SNE AoD Canada User s Manual Y Date days ago 11 days ago 26 days ago 20 days ago 26 days ago 27 days ago 27 days ago 3 0 Patron Profiles Public 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 dele
63. ses 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 AoD Canada User s Manual Page 4 4 4 0 Collection Intelligence 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 identifiers 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 1s 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 The following screenshot displays shows the patron address in multiple columns Collection Intelligence Canada 9 Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5
64. structs 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 Canada User s Manual 3 0 Patron Profiles Public Upload a Profile Picture 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 AoD Canada User s Manual 3 0 Patron Profiles Public 2 3 AOD Canada Data Sources This section covers current AOD Canada data sources that you may blend with your library s data depending on the specific AOD app used Segmentation and Demographic data for all AOD Canada apps is provided by Environics Analytics Data 1s updated on an annual basis 2 3 1 Segmentation Data PRIZM5 PRIZMS consists of 68 segments that capture current demographics lifestyles consumer behavior and settlement patterns in Canada Incorporates the latest authoritative data from nearly a dozen demographic marketing and media sources to help you better analyze and understand your customers and markets Released annually 2 3 2 Demographics Data Census Plus e The Census Plus dataset includes more than a thousand popular variables that analysts and marketers rely on from the Census plus valuable additional variables from the National Household Survey NHS e The result is a comprehensi
65. t 24 Months 1 Active Last 30 Months AL Inactive Last 30 Months Active Last 36 Months Inactive Last 36 Months All Patrons 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 1s 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 Canada 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 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 us
66. te 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 Fana GICS GALE y fn p NGAGE Lowering Welcome Library Senge Free Apps bl Apps Sign Out Private Studlo z H SE Popular Latest JESCA Lp E Collections ADD Collaboration Site ste Homebrew Recipe App sta Le Iwitter Iracker m a QQ has Can Teri D Gale Cengage i sam EN OG Gale Cengage Laam The following screen displays multiple tabs Only Profile and Password are accessible to you Click Profile to change general information that appears on screen views when you are logged in This includes the ability to upload an image that is visible in the upper right corner at login Teaonalytics GALE J ue CENGAGE Leian Welcome Library Free Apps settings Private Studio Profile 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 in
67. tional 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 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 patrons within the geographic area you specified or all patrons regardless of the geographic area 5 REPORT MAPS OPTIONAL Choose to include maps to this report You will receive multiple maps showing where patrons reside based on library behavior RELEASE NOTES 08 03 2015 Limit geography selection to 10 items Next AoD Canada User s Manual Page 4 2 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 sob Name By using unique names you can easily identify previous runs 1f you have not deleted them You can name a report by the options selected or by the date on which 1t was run Next To proceed to the next tab click the butt
68. to upload into AOD Collection Intelligence Canada Description 1 Library Information 2 Collection File 3 Definitions Setup File Optional 4 Geographic Service Area 5 Optional Output 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 Open EEE P AN E ic Li v 4 Search Gale Public Libran Street Address erre d Organize v ew folder 404 Street Address Line 2 Optional eg E Name Date modified q City FE Desktop 24 15 minute GPL yxdb 3 2 2015 9 59 AM A Y 8 Downloads 24 Gale PL Service Area 5 min yxdb 5 7 2014 9 35 AM A O Recent Places 24 Square mile yxdb 11 11 20149 18PM Ale ee 27 Collection Intelligence Public Maps yxzp 9 29 20144 11PM A HZ Desktop ET Collection Intelligence Public yxzp 9 29 2014 4 10PM A Postal Code Libraries e eBook and Audiobook Insights OD yxzp 9 29 2014 4 11 PM A Documents 27 eBook and audiobook Insights Maps 0D yxzp 9 29 2014 4 14PM Format a Music 82 Patron Profiles Public 2 yxzp 9 29 2014 4 09 PM A Pictures GPL PatronVoterOutput csv 3 2 2015 1 19 PM i Subject Genre Subversion Q Gale Public Library 3000 PP xlsx 3 19 201511 14AM IV M BE Videos E GPL CI setup fields xlsx 3 13 20153 29PM 1 Location Code Optional JB Esposito Frank 1 GPL Collection Intelligence File xlsx 3 19 201511 16AM Me v 1
69. uts 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 Itis also beneficial to include one additional optional field the patron barcode as other apps Collection Intelligence amp eBooks amp 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 12712 1 AVE S LETHBRIDGE ALBERTA T1J 0A7 eee 2758893 613 11 ST N LETHBRIDGE ALBERTA T1H 2E6 ae 2782499 1 1102 5 AVENUE N LETHBRIDGE ALBERTA T1H OM4 7 7 2000 2286129 497 GATEWAY CRES W LETHBRIDGE ALBERTA T1K 5C3 ae 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 12712 1 AVE S LETHBRIDGE ALBERTA T1J 0A7 613 11 ST N LETHBRIDGE ALBERTA T1H
70. ve set of demographic variables available for any geographic level be it standard census and postal geographies or custom client trade areas Demo Stats e The DemoStats database consists of current year estimates and projections of demographic data for three five and ten years into the future e The dataset covers more than 500 key variables for over 56 000 census dissemination areas and for six digit postal codes FSALDUs e It employs a variety of data sources including the latest Census current economic indicators and post Census estimates from federal and provincial governments immigration statistics and economic data such as building permits e DemoStats features variables on population family structure household size and type ethnic diversity labor force participation and income including both averages and distributions Household Spend e Household Spend provides current estimates of annual expenditures for 276 categories of goods and services used by Canadian households everything from fashion apparel and household furnishings to cell phones and charitable donations e Household Spend is produced with dissemination area disposable income data from DemoStats and PRIZMC2 segment spending patterns based on a recent Survey of Household Spending conducted by Statistics Canada AoD Canada User s Manual 3 0 Patron Profiles Public 2 3 3 Spatial Data TomTom Address Points Streetware Geocoder ZIP 4 Coder CASS and

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