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Library Analytics: Panorama and EBSCO FOLIO for Data-Driven Libraries
Hello. My name is Corrie Hutchinson, and I'm the EBSCO product manager for Panorama, a next generation analytics tool that is new to the market and aims to advance the state of the art and science for library analytics. Panorama Essentials, a version of Panorama provided with your subscription to FOLIO, is based on all the same modern technologies and allows you to examine your FOLIO data and COUNTER usage reports. Panorama Essential's dashboards can range from simple, traditional types of metrics or reports to advanced, information rich, robust dashboards presented in a fresh, new way. Essentials will allow you to take advantage of EBSCO-designed dashboards that we provide out of the box, while also providing the ability for you to produce your own dashboards and reports. Traditional analytics, such as circulation of the library collection, physical inventory, or acquisitions reports are well-represented throughout Panorama’s multiple dashboards and views. For example, users can see circulation over time, by patron type and by subject, among many other dimensions, with all dashboards coming with multiple filters such as date, material type, and others. Essential’s dashboards contain high level descriptive statistics, including changes over time as well as other metrics, while providing the ability to download that information via Excel, PDF, image, or other format. Users have the ability to filter acquisitions dashboards by receipt status, format, ledgers and other dimensions, and view charts analyzing vendor performance, payment status, and order status. Essentials also comes with the basic set up for your COUNTER usage reports harvested through EBSCO’s Usage Consolidation Tool, then fed directly into Panorama. Users can view those reports by month and by year, and the eight most common report types defined by COUNTER with the ability to filter by platform or by publisher. Analytics included in Panorama Essentials can range from simple lists and tables and charts to modern visualizations, including bubble charts, scatter plots, and spark lines. Also included is the ability to build your own reports. Those can range from simple reports like a tabular report of your browsing collection, including the title of the items and the number of times they circulated so your staff can manage collection actively. Other users have taken the EBSCO-designed dashboards and enhanced them with added filters that allow them to examine their data by library name, location, or subject area. And you can also build relatively complex dashboards that are similar to the ones provided by EBSCO. Panorama Essentials will be providing you some robust reporting with a lot of customizability and flexibility as well. Thank you for your time and your interest in Panorama and Panorama Essentials for FOLIO.