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Analzying an Acquisitions dataset

Getting there

Via the command bar

To analyze a dataset, click on  Analyze in the command bar. This will take you to the default dataset selected in your account's settings. If you are currently viewing the Record Data page for a dataset, however, it will take you to that same dataset's Analyze page instead.

Navigating to the Analyze Data page via the command bar


Via the homepage

In the Shortcuts box, select a dataset from the  Analyze Data In dropdown.

Navigating to the Analyze Data page via the homepage shortcuts


Via the Datasets page

Click on a dataset's Analyze Data () button in the Actions column.

Navigating to the Analyze Data page via the Datasets page


Generate a report

  1. Use the From and To field to filter the report to the dates you want to analyze.
    1. For added convenience, LibInsight will tell you the date of the earliest record found in the dataset.
    2. If you don't want to add any additional filters, just click the Go button to generate your report.
  2. Click on the Add Filters button if you'd like to further filter your report by field values.
    1. Use the Add Filter dropdown to select a field.
    2. Specify your filter conditions. For example, Text fields will allow you to type a value, while Select fields will allow you to select one or more of its options.
    3. Click the Add this filter button to save the filter to your report. Repeat these steps to add additional filters.
    4. If you'd like to reset your filters, click on the Clear All Filters button.
  3. Click on the Generate Report button to start analyzing your data.

Generating an acquisitions report


Overview report

The Overview report will provide you with a monthly or yearly look at your data between the date range you specified. This is a great way to analyze the volume of acquisitions over time. It will also provide you with a distribution of your acquisitions by day of the week and by hour of the day.


Groups report

The Groups report allows you to see the distribution of responses by group (aka your dataset's Select fields). For each field, you can see the total number of acquisitions for each value, along with the percentage of total acquisitions those values represent. For example, if you have a Select field for Location, this would give you a breakdown of your acquisitions by location.


Cross tab report

The Cross Tab report allows you to see the relationship between two groups (aka Select fields). For example, if you have a Fund Code field and a Location field, you could see how many items were added by fund code for each location.


Classifications report

If your dataset contains a Call Number Class field, the Classifications report allows you to see the distribution of acquisitions by call number classification. For each class, you can see the total number of acquisitions for each value, along with the percentage of total acquisitions those values represent.


Trends report

As you accumulate years of data in your dataset, the Trends report allows you to compare the current year to previous years so you can analyze trends in your acquisitions. This will not only help you visualize these trends, but you will also be able to see details such as year-over-year changes and a comparison of the current year to the first year included in your report.

You can run a trend analysis on any segment of time less than or equal to 12 months. For example, if you filtered your reports to show only 6 months of data from January to June, then your Trends report will compare that same time period in previous years. This can help if you want to see trends in specific semesters, quarters, or seasons.


Popular report

The Popular report ranks the 100 most popular titles, based on the total number of copies acquired. The report will include the detailed info for each title. Clicking on the unique ID for the item will display the distribution of those transactions by month, day of the week, and hour of the day.


Show Recs report

The Show Recs report allows you to view a detailed list of all records included in your analysis. Note: because Acquisitions datasets are comprised solely of uploaded data, this report does not include an option to export records. If you need to download your data, please do so directly from your ILS.

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