ULMS Assessment & Analytics Functional Committee met Wednesday, January 12, 2022 11am-noon
Attendees
Christina Hennessey (Chair/CSUN), Patrick Flanigan (SDSU), Jung Ah Lee (SJSU), Shonn Haren (CPP), Lisa Roberts (CSUS), Kevin Phillips (Vice-Chair/CSUF). Excused: Brandon Dudley (CO). Notes by Christina Hennessey
Agenda/Discussion
- Ex Libris 2022-2023 roadmap review
The committee reviewed the 2022 & 2023 roadmap emailed to all of us by Ex Libris on 1/9/22 for Analytics-related changes. https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_-_January_-_2022/Analytics
Some of the screenshots here are familiar from those we saw from focus group meetings in 2021 – new Analytics menu, easier to share with non-Alma folks. Customized dashboards are still in there despite the feedback from Analytics COP that the generic dashboards don’t really help customers as they too hard to modify for your local needs.
Some 2023 road map information here, I like this idea of ‘Information regarding patron facing letters and notices will be added to Alma Analytics’ so you can find something like ‘Number of Overdue Notifications per item counted by library’.
Electronic Resources Management also has some Analytics-related items
The Overlap Analysis Tool will be improved to include additional overlap comparing options and summary reporting, the Overlap Analysis Tool will be expanded to include print titles.
No other parts of the roadmap had Analytics or Assessment features.
2. Update on Analytics survey results
The team designed a two-part survey was out there for CSU responses from December 1 – 15, 2021, which covered both the questions we needed answered for the Ex Libris Analytics Chairs survey, and the questions we had about a CSU-wide Analytics event for 2022. We promoted the survey on the listserv and Slack. Analytics isn’t used by too many people CSU-wide so were happy with 15 responses and 12 campuses responding.
a. What was sent to Brandon for Ex Libris from Chair’s survey
The committee was sent all responses and we reviewed them for common themes as well as ideas for training. We also reached out to individuals that reported issues that were already fixed, so the survey was very useful in that way as well.
Our top five issues reported were:
- Reporting on NZ-managed e-resources too limited
- Overlap analysis - IZ, NZ & cost-per-use reporting still confusing or not available
- Primo Analytics data is not reliable or blank or wrong
- Analytics for configuration changes and who changed them, retaining the whole history of each field change
- Have a full history of the users that updated an item/field, not just the last modified by
b.results for the Analytics event(s) for 2022
The committee reviewed all the results on time of year, format, interest areas, etc. The time of year of most interest was Summer 2022 so we will plan an online event for that time. There was most interest in these subjects: Data Visualization, Primo Analytics, and Electronic Resources Management, and format preference was both short presentations and breakout rooms on particular areas so we will have both. Stay tuned for calls for presenters as we plan this event throughout the spring.
3. Update on Analytics folder cleanup
Ex Libris is making progress on our issue of not being able to delete any folders or reports from the Shared Folders/Community/Reports/Institutions/CalState area. The process only runs on Fridays and some of the deleted reports & folders tend to reappear in the next Friday update. Once all the development issues are resolved here, the committee can return to our cleanup work of these areas. We reached out to the CSU Analytics community after the meeting to let them know of this ongoing problem, and to let Christina Hennessey know if you accidentally create a report in this area so she can get it deleted (maybe).
4. Any outstanding questions about ACRL/IPEDS data support or instructions?
The question of what to include in 60B was resolved. Patrick suggested we remind the CSU community that if they are running ACRL reports right now, there are some that needed to be run on July 1, 2021 to be correct, and the committee can help them with modifications to get this data (we did this after the meeting and a few sites did reach out for help).
5. GreenGlass discussion
One of the goals for the committee this year was to look at the OCLC GreenGlass product and how it supplements or complements Alma Analytics, and what is going on with various trials of GreenGlass throughout the CSU. GreenGlass is mainly a print analysis product but has some elements of overlap analysis with your e-resources as well. Christina has access to a GreenGlass account this semester and shared what it does with the rest of the group, and others who have been trialing the product shared experiences as well. Christina will have more training on GreenGlass later in January and will bring some questions and concerns from the committee to that training. Please share any concerns and questions you have about this product with our committee!
Next meeting: Wednesday, February 9, 2021 11am-noon
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November 10, 2021 11am-noon
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