Hello, my name is John McDonald and I'm a Director of SaaS Innovation at EBSCO and the original product manager who brought Panorama to market. 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 Essentials 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 collections, physical inventory or acquisitions reports are well-represented throughout Panorama’s multiple dashboards and views. For example, librarians 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, types and other filters. Essentials Dashboards contain high-level descriptive statistics, changes over time, as well as other metrics, while providing the ability to download that information via Excel, PDF, image, or other formats.

Librarians have the ability to filter by 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 a basic setup for your COUNTER usage reports harvested through EBSCO's usage consolidation tool, then fed directly into Panorama. Librarians 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, 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 showing something like your browsing collection, including the title of the item and the number of times it circulated, so your staff can manage that collection actively.

Other librarians 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.