SignIn! · Creating Reports Using Adobe Analytics 2 PreDdefinedTrafficReports! Follow!thesesteps!to!view!traffic!reports:! 1. Click!Custom!Traffic!intheleftnavigationmenu.! 2. Click!

Creating Reports Using Adobe Analytics This quick reference is intended to assist library staff in using Adobe Analytics. Adobe Analytics is a cloud-‐based application that can be accessed from any browser for custom, real-‐time reports on how patrons and staff members are using WorldCat Local at your institution.

Sign In Sign in to the Adobe Marketing Cloud’s Reports & Analytics at: https://sitecatalyst.omniture.com/login Fill in the login screen with your institution’s credentials. Be sure to type WorldCat as your company name and select Version 15 from the dropdown below the password field when logging in. Click Sign In. If it is your first time logging in, you may be asked to agree to Adobe’s terms of use agreement. After agreeing, you will be directed to your institution specific landing page for Reports & Analytics. Note: Adobe Analytics has a comprehensive Analytics Help and Reference area. After signing into your account, click Help in the top right corner to browse or search their support area.

Adobe Analytics Basics Basic navigation tips:

1. The navigation on the left hand side allows you to move between the available reports. 2. Reports default to the current processing month and will load with month-‐to-‐date data. Click the calendar in the

upper right corner to open the data selection widget and re-‐run any report with your selected reporting period. 3. To make use of the displayed report, you can download or email a PDF, CSV, Excel or Word version of the report.

There is also the option to Bookmark the report so that you can revisit it from your Favorites menu at anytime.

Creating Reports Using Adobe Analytics

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Pre-‐defined Traffic Reports Follow these steps to view traffic reports:

1. Click Custom Traffic in the left navigation menu. 2. Click Custom Traffic 1-‐10 or Custom Traffic 11-‐20 to expand report options. 3. Choose the Custom Traffic report you wish to view and adjust the date of the reporting period as desired.

Descriptions of the available reports are as follows: Custom Traffic reports 1-‐10 Report Description Internal Search Terms Reports all search queries sent to the search engine from anywhere on the site. This

includes Subject and Author links. Number of Search Results Counts the search results returned for each search. Search Type Reports count of searches from various sources throughout WorldCat.org. To

interpret report variables use our Search Type Glossary. Refined Search Criteria Counts usage of facet categories (Author, Year, etc.). Note: Format counts are

inaccurate. A fix is under investigation. Language Counts pages viewed with different languages set in the user’s browser. User Status Counts pages viewed by users in different authentication states, including:

Unauthenticated, IP authenticated against a WorldCat Local institution, LDAP authenticated (logged into the Web site with their WorldCat account), and both IP-‐authenticated and logged in.

User Status Activity Combines the User Status report with a more granular view of what specific pages users were viewing in their authentication states.

Number of Registrations Counts Registration Confirmation page views (a good indication of how many WorldCat accounts were created).

Detailed View Landing Method

Counts pages from which users have linked to detailed records.

Number of Detailed Views Counts detailed record page views. Custom Traffic reports 11-‐20 Report Description Refined Search Values Counts specific elements selected out of the Refine Your Search facets in the left

column of the search results page, Advanced Search refinement selections, and sorting options chosen.

Selected Book Counts views of specific detailed records. Form Type Counts views of forms New/Repeat Customer Counts page views generated by new vs. repeat users for the given timeframe. Sub-‐Page Name Discontinued report. Visit Number Shows page views generated by visit count. For example, shows all the page views

generated by users who were visiting the site for the fifth time. Scope Selected Shows whether, on a given search, a user did or did not change their scope (e.g.,

switch from all of WorldCat to the local institution). If both scopes are the same, the scope did not change for that search.


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Advanced Searches by Fields Used Report (Correlative Report) Adobe Analytics allows you to use variables from one custom traffic report to filter another. The example shown in the picture below starts with a Search Type report and then filters the focus of the report to advanced searches (e.g., searches that include an index indicator like su:, ti:, au:, or no:) grouped by Internal Search Terms.

1. Click Custom Traffic on the left navigation menu and select Custom Traffic 1-‐10. 2. Select Search Type to generate the Search Type report. (See the Search Type Glossary for help understanding

the results in the report.) 3. The Search Type report tells you how many searches were conducted from various search areas. To correlate

the searches conducted from your institution’s advanced search box with another report, click the tree menu next to “advanced” on your list of Search Types.

4. From here, select Custom Traffic, Custom Traffic 1-‐10, then select Internal Search Terms to generate the correlative report.


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Hint: Use the search box to filter the Advanced Searches by Fields Used report by index indicators Internal search terms preceded by certain index indicators determine which field was used:

• su: = subject • ti: = title • au: = author • isbn:, issn:, no:, oclc: = matching standard number • kw: = keyword

Advanced Searches by Limiter Report This report shows only those search limiters that patrons and staff used for Advanced Search.

1. Click Custom Traffic on the left navigation menu and select Custom Traffic 11-‐20. 2. Click Refined Search Value. 3. Using the report’s search box (as depicted in the screenshot above) search for “advanced.” The results will be

filtered to advanced searches as all limiters are prefaced with “advanced.” Index indicators as follows: dt: = document type from Format limiter

x0: = primary format from Format limiter x4:= secondary format from Format limiter -‐fm: = Content limiter or Audience limiter yr: = publication date / date range ln: = language

Search Terms which resulted in No Hits Report This report lists searches that retrieved no results and ranks the searches by how often each term was searched.

1. Click Custom Traffic on the left navigation menu and select Custom Traffic 1-‐10. 2. Click Number of Search Results. 3. On the Number Search Results Report, click the tree symbol to the left of the “0” on the numbers list. 4. From the menu that appears select Custom Traffic, Custom Traffic 1-‐10, then Internal Search Terms to generate

the correlative report.


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Page Views Report – View by Page This report lists the page views for every page on the site.

1. Click Site Metrics on the left navigation menu and select Page Views. 2. From the Page Views Report, click Entire Site at the top right of the screen and a pop-‐up window appears. 3. Select any of the available pages and click OK to build a report specific to that page’s views, listed by date.

Hint: Adjust the report by time span and day of the week The page view count list is broken down by day as a default. Click the down arrow next to the View by: and Day of Week: to reveal a drop down menu. This will reload the report using your specified parameters.

Mobile Phone -‐ Time Spent per Visit Report Mobile reports let you explore how users are accessing your institution’s WorldCat Local instance from their mobile or tablet devices. This report will focus specifically on the time spent per visit when patrons are accessing a page using a mobile device.

1. Click Mobile on the left navigation menu and select Device Type. This will generate a report that breaks down the number of page views by Tablet, Mobile Phone and Other (Desktop or laptop computer).

2. To reveal more information about Mobile Phone users click the tree symbol next to Mobile Phone in the Device Type list and select Site Metrics and Time Spent per Visit. This generates a Mobile Phone report divided by Time Spent per Visit.


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Fulfillment Option Service Clicks Report This report displays clicks to various items in the detailed record, including all fulfillment services (e.g., OpenURL resolvers, Place Hold, Request Item through ILL) and other services (e.g., Google Books, Cite This Item, Export to EndNote, CONTENTdm).

1. Click Products on the left navigation menu, select Service Clicks and select Service Clicks again. 2. Adjust the Selected Metrics to # of Services Clicks to view a report specific to all clicks on the detailed record.

Fulfillment Option Service Clicks Glossary (“# of Service Clicks”) Service clicks track user actions taken from an institution’s WorldCat Local site. These actions can be a click through to a service at a library site, click thru to an external service that is not at a library site or clicking to an internal service of WorldCat. Name Definition [library symbol]_Asklib Virtual reference link [library symbol]_FSFT FirstSearch Full Text Link [library sumbol] GROUPLink Group Level Request button [library symbol]_kbwcFTLinkBR WorldCat knowledgebase link from brief result [library symbol]_kbwcFTLinkDR WorldCat knowledgebase link from detailed record [library symbol]_Libinfo Library Information Link [library symbol]_NLFT NetLibrary button/link [library symbol]_opacFTLinkDR Full text links from local 856 field data (e.g., “Find a copy online” section on

http://uwashington.worldcat.org/oclc/34337969) [library symbol]_OUFTResolver Check for Electronic Resources (OpenURL resolver) button/link [library symbol]_PlaceHold Request Item button/link [library symbol]_ResourceSharing Request Item through Interlibrary Loan [library symbol]_ill Request Item through Interlibrary Loan


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[library symbol]_openurl Open URL [library symbol]_ffopac Connect to the catalog of the library [library symbol]_fsguc Link to Group Union Catalog FirstSearch [library symbol]_fslink Link to libraries’ FirstSearch [library symbol]_libname_favorite Click to a library from Favorite’s list [library symbol]_libinfo_favorite Click to a library information page from Favorite’s list [library symbol]_catalog_favorite Click to a libraries catalog from Favorite’s list custom_locac OPAC patron logon link custom_remac Remote access link wctlink_exportdr_endnote Export to EndNote link on Detailed Record wctlink_exportdr_refworks Export to RefWorks link on Detailed Record wctlink_exportdr_easybib Export to EasyBib link on Detailed Record wctlink_exportlist_endnote Export List to EndNote wctlink_exportlist_refworks Export List to RefWorks wctlink_exportlist_html Export List in HTML wctlink_exportlist_ris Export list in RIS wctlink_exportlist_rtf Export list in Rich Text Format wctlink_googleBooksViewer Preview Item (Google Books) button wctlink_WorldCatFTLinkDR View Online Link (under “Find a copy online” on detailed record) wctlink_WorldCatFTLinkBR View Online link (from View Now mouseover box on brief results) wctlink_viewCitation_APA View online link from the Cite/Export popup – choose APA style wctlink_viewCitation_MLA View online link from the Cite/Export popup – choose MLA style wctlink_viewCitation_CHICAGO View online link from the Cite/Export popup – choose CHICAGO style wctlink_viewCitation_TURABIAN View online link from the Cite/Export popup – choose TURABIAN style wctlink_viewCitation_HARVARD View online link from the Cite/Export popup – choose HARVARD style wctlink_identities Link to “Find More Information” about the author or other listed individual wctlink_linked_data_expand Click on the Link data expand option on detail page. nolib_AdditionalInfo Additional Info link (856, w/ link text, from WorldCat record) nolib_WebResource Web Resources link (856, no link text, from WorldCat record) nolib_DGCNT_OnlineAccess 856 link takes you out of WC but it is not to a Library resource -‐ Digital

Gateway nolib_openurl 856 link takes you out of WC but it is not to a Library resource – OpenURL nolib_CNTNT_OnlineAccess 856 link takes you out of WC but it is not to a Library resource -‐ Content DM nolib_CNTNT_E 856 link takes you out of WC but it is not to a Library resource -‐ Content DM


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Facet Click Details Report This report lists clicks to individual elements that appear as facets in WorldCat Local.

1. Click Custom Conversion on the left navigation menu and select Custom Conversion 1-‐10. 2. Click any of the Refine by options: Refine by Author, Refine by Content, or Refine by Language. 3. After the report is generated, click the Selected Metrics link in the top left corner to bring up the Add Metrics

widget. Drag and drop the Instance metric into the right column. Drag and drop any other metrics that appear in the right column into the trashcan in the bottom right corner.

Note: The Refine by Format report should not be used. Counts are inaccurate. A fix is under investigation.


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Bookmarking your reports After generating a report, you can save it as a bookmark for access later. Bookmarking a report can also save you time by allowing you to access the report and change the parameters later for an up-‐to-‐date report.

To bookmark a report: 1. Click Bookmark on the top navigation menu. 2. Select a folder from the Add to: drop-‐down. If creating a new folder, type a name in the text box. 3. Check Display report upon login if you’d like your Bookmarked reports to be pinned to your Reports & Analytics

homepage for regular use. 4. Click Save.

Access your saved Bookmarks by clicking your Favorites button on the main navigation menu.


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Search Type Glossary Use this glossary when interpreting Search Type reports:

Search Type Description advanced Search initiated from the advanced Search Window:

<Library>.wolrdcat.org/advancedsearch affiliate From the box provided to <Library> for their library home page ("Affiliate Box") affiliate_wcl_all From the box provided to <Library> for their library home page ("Affiliate Box") -‐ All

Tab affiliate_wcl_bks From the box provided to <Library> for their library home page ("Affiliate Box") -‐

Books tab affiliate_wcl_dvv From the box provided to <Library> for their library home page ("Affiliate Box") -‐ DVD

tab affiliate_wcl_jrnl From the box provided to <Library> for their library home page ("Affiliate Box") -‐

Journal tab back2results Return to search results from the Brief Results page error404_page From the box on a 404 Page (e.g. <Library>.worldcat.org/broken/) facet_all_ap: Refine seach by clicking "All Authors" facet. facet_all_ln: Refine seach by clicking "All Languages" facet. facet_all_pa: Broaden your search by clicking on the "All Databases" facet. facet_all_fm Broaden your search by clicking on the "All content Type" facet. facet_all_s0: Broaden your search by clicking on the "All Topics" link in the Topic facet (which

appears after selecting one topic from that facet) facet_all_yr: Broaden your search by clicking on the "All Year" facet. facet_ap: refine your search by Author by clicking Author Facet facet_eu: refine search by setting the "Peer-‐reviewed" checkbox facet_fm:_audience refine your search by clicking on an Audience type facet facet_fm:_content Refine your search by clicking on a content type facet facet_fm_as_asc (the Sort by option of Author (A-‐Z) has the search type of sort_as_asc) facet_fm_nodgr_desc (the Sort by option of Relevance Only has the search type of sort_nodgr_desc) facet_fm_ts_asc (the Sort by option of Title (A-‐Z) has the search type of sort_ts_asc) facet_fm_yr_asc (the Sort by option of Date (Oldest First) has the search type of sort_yr_asc) facet_fm_yr_desc (the Sort by option of Date (Newest First) has the search type of sort_yr_desc) facet_ln: Refine your search by Language by clicking Language facet facet_pa: Refine your search by clicking on a Database facet. facet_s0: Refine your search by Topic using Topic facet facet_s1: Refine your search by Topic selecting a second sub-‐Topic after selecting a first Topic facet_yr: Refine your search by Year: xx by clicking Year facet. facetNavigation Refine your search by clicking on the "Search results for…." link just above the facets first_page Go to the First page in a search results list by clicking "First"


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hot_author Click from the author name link on the brief results page hot_subject Click from the "More Like This" area of the brief results page or from the Related

Subjects box on the brief results hotseries Click from the "Series Title link on the Brief results page lang_switch User clicked a language option from the page footer next_page Go to the Next page in a search results list by clicking "Next" notfound_page Search initiated from a No Results Match Your Search page owc_search Majority are searches initiated from a worldcat detail page, but this is a catch-‐all

category and may have some other sources included. owc_search_art Search initiated from the "Search this publication for other articles with the following

words" box on an Article detailed record page page_number_link Go to a specific page number in a search results list by clicking on the page number previous_page Go to the Previous page in a search results list by clicking "Prev" results_page Search initiated from results page on <Library>.worldcat.org search_items Search from the Library Items tab on the page reached by selecting the Search

dropdown, then Search for Library Items show_more_ap: Click "Show More" under the Author Facet show_more_ln: Click "Show More" under the Language Facet show_more_s0: Click "Show More" under the Topic Facet show_more_s1: Click "Show More" under the Topic facet after selecting a 2nd sub-‐Topic from that

facet show_more_yr: Click "Show More" under the Year Facet sort Click a sort option from the results page spelling_suggestion Click the "Did you mean" spelling suggestion link (e.g. the "terrel" link on this page

<Library>.worldcat.org/search?q=terrbl) wc_org_<library> Search from the search box on <library>.worldcat.org


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Need help? Contact OCLC Support in your region http://www.oclc.org/support/contact-‐support.en.html

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OCLC grants permission to photocopy this publication as needed.

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SignIn! · Creating Reports Using Adobe Analytics 2 PreDdefinedTrafficReports! Follow!thesesteps!to!view!traffic!reports:! 1. Click!Custom!Traffic!intheleftnavigationmenu.! 2. Click!