Alma set from Alma Analytics - allow for creation of a Logical set
Currently it's possible to create a set directly from Analytics, but the end result is an itemised set. This functionality is great for skipping a few steps in exporting a file from Analytics, but fails to take advantage of the dynamic nature of daily Analytics updates. To do that, we need the option to create a Logical set which is tied to an Analytics report.
Use case: We have three Analytics reports for three Publishing Profiles for specific local License Terms, which are sent to an external Resource Sharing provider (RapidILL). We cannot create these sets in Alma due to very limited ties between License records and terms and the required electronic inventory information. At the moment, we periodically manually update from File, and now from Analytics, with refreshed itemised Publishing Profile Sets, but if we could keep the set as Logical from Analytics we could completely automate the process.
Nancy Babb commented
The ability to create a logical set from Analytics Report would really save our time, and allow us to make better use of the relative date feature in Analytics, which is not available in Alma searching alone. We are creating collections of new materials by first creating a report in Analytics, using relative dates (past 30 days, past 1 years, etc.), then creating a set in Alma from the Analytics report, and then populating a collection from this set for Collection Discovery. Currently, only an itemized set can be created from Analytics Report, so although we can automate the running of the source report itself, we have to completely re-create a new set each time we want to update, and then refresh our collection from the set. A logical set from the Analytics report would greatly simplify the process and save our time, and make it much easier and more efficient for us to highlight new materials for our end users!