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Google Doc worksheet for meeting minutes

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June 13, 2018

Attendees

Discussion:



  • ULMS summer meeting:
    • There will be an all-day analytics training on day 1
    • There will be hands-on help, especially with usage
  • Usage stats help project:
    • Ying has contacted publishers and provided Nikki with logins/passwords for campuses
  •  Lauren Magnuson (Unlicensed) Action item: Lauren is working with the Acq/ERM group and others in CSU-wide Technical Services to get a list of contacts to distribute the user name/passwords (make sure to include Jessica)
  •  brandon dudley (Unlicensed) Action item: Brandon will investigate where the individual campuses’s ER administrative login/password info should be stored



  • Alma vendor record bug:
    • Currently cannot enter login information in the “Statistics Information” tab, only “Administrative Information” tab
  • Fiscal close:
    •  Karen Schlesser (Unlicensed) and Amanda G. Action item: Karen and Amanda will work to gather stats in Alma where only a snapshot is available (e.g., portfolio counts for ebooks, ejournals, IZ and NZ) for the year-end close
  • Task Force updates:
    • Resource Sharing from Nikki: 
      • Nikki created a dashboard, still work in progress but available for logging in and viewing at the NZ level, demonstrating the impact on individual libraries
      • Lending seems more balanced (evidence of ROTA working perhaps)
      • Borrowing will probably require some assessment as to why some campuses have higher levels of requests
    • Data Viz from Lauren:
      • Working on Dean’s dashboard (deadline: 7/15/2018)
      • Working on needs assessment and environmental scan (deadline: 6/30/2018)
      • Carve out some time during the analytics day to share prototypes during the ULMS summer meeting and provide opportunity for folks to comment during the open lab time,also announce the progress update during the announcements
    • Primo Analytics from Alyssa:
      • Still looking at primo vs. google
      • Some mapping taking place but it’s documented on confluence
      • Will probably need to rope back to look at primo analytics and CSU+ data
      • Focus has been heavy on UX
    • Fulfillment from Brian:
      • [Mic issues] Will provide an update next time


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May 9, 2018

Attendees:

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4.  Any other TF updates anyone wants to share, as time allows

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April 11, 2018

Attendees

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Moon will be attending ELUNA where the Analytics Group will be meeting with Ex Libris to discuss major issues such as timeouts and the failure of cost per use analyses.

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Feb. 21, 2018

Attendees

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  • NZ Analytics role
  • Withdrawn items - impact on Analytics
  • Other policies, Recommendations?
    • Best practices for NZ use (versioning, confidentiality agreement)


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Dec. 13, 2017

Attendees

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  • ACRL: 
    • Webinar was well-attended; Ying Liu has been very good about copying us and adding our contact information to ACRL/IPEDS emails.
    • NZ Analytics suddenly has a large number of similarly-named ACRL reports, probably from other campuses trying to run reports; many of these will not give the desired results.
      • Action items:  Create an official folder with our recommended analyses (Amanda G.) and others in group will test to be sure results are consistent and work for other campuses
  • Primo Analytics:
    • Neither TF member was present to report
  • Resource Sharing TF:
    • Making progress toward rota balancing metrics.  Brian Moore (Unlicensed)has been working with Mallory DeBartolo (Unlicensed) to find an accurate metric for borrowing/lending stats (the basic Num Requests measure doesn't provide a distinct unduplicated count). Not possible in Analytics to create a report that uses more than one subject area and has filters that come from non-shared dimensions, so he is creating separate, appropriately-filtered reports for borrowing and lending and combining in Excel.
    • New request to create report to identify returned CSU+ books inappropriately reshelved by the borrowing library instead of being shipped back to the lending campus.  This is a common error that typically occurs if the patron has removed the book band or other ILL identifiers.  Nikki DeMoville (Unlicensed)will work with local ILL staff to test a report of titles that have been checked in but not received by the lending campus within a reasonable window of time and then share the results with the RS TF and hand off to Mallory for scheduling and distribution to other campuses as appropriate.
  • Fulfillment:
    • Amanda G.is working with the group on training needs, has shared training resources pages from our wiki; Fulfillment group wants to do some analytics/reporting webinars
  • Resource Management:
    • Agreed to do a TS Open Forum presentation on NZ Analytics after the first of the year.  Will call for volunteers when date is settled.  Everyone should be thinking about what reports would be useful to share with the TS audience.
  • Data Visualization:
    • Will get going sometime early next year.  Discussed difficulties in getting access to Tableau on various campuses.  Problem may be license expense.  Per brandon dudley (Unlicensed) there is no consortial deal at this time.  May want to explore the idea once this group has some proof-of-concept demonstrations in place.
  • Update from Brandon:
    • Deans interested in a "Deans' Dashboard."  Will need to gather information regarding what they would consider useful.
    • Deans interested in CSU+ metrics and assessment.  This is a high priority for the RS joint task force (rota balancing is highest due to operational impact).  Mallory has made good progress in identifying appropriate metrics.
    • Brandon will reach out to the COLD Assessment Team (CAT) to put them in touch with our group for Alma/Primo data needs.  Several members of CAT are from Cal Poly SLO, Fullerton, and San Jose, which may facilitate communication.


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Nov. 16, 2017

Attendees

  • Nikki DeMoville
  • Brian Moore
  • Karen Schlesser
  • Alyssa Loera
  • Brandon Dudley
  • Regrets:  Lauren Magnuson, Moon Kim, Amanda Grombly

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  • Amanda (via email):  working with Fulfillment group on Analytics training; looking at reports for ACRL
  • Primo Analytics task group:  using Google Analytics to compare with Primo Analytics--want to understand better what Primo is reporting, and how trustworthy the data is
  • Lauren and Alyssa have been looking at Tableau
    • Discussion, suggestion that Data Visualization deserves its own task group
    • Lauren, Alyssa, and Karen will organize, put out a call for additional volunteers outside the Analytics group
  • Webinars:  TS Open Forum 11/16/17; ACRL Stats webinar 12/5/17
  • Other task groups:  working on their own, no specific progress to report at this time
  • Question raised by Amanda about training in tools like Excel
    • Discussion:  this kind of basic training is outside of our charge
    • However, CSU does provide some resources like Skillport
    • Group will develop a wiki page with training resources for various tools


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Oct. 18, 2017

Attendees

  • Nikki DeMoville
  • Brian Moore
  • Moon Joo Kim
  • Amanda Grombly
  • Karen Schlesser
  • Brandon Dudley
  • Lauren Magnuson
  • Alyssa Loera

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  • Volunteers to work with:
    • Possibly doing some short demos during their weekly open forum
      • weeding?
    • Fulfillment (Amanda)
    • Tech Services (Karen, Brian)
  • ACRL
    • Status report
    • Messaging
    • What can we do in the NZ that will answer the same questions for all campuses, and how do we deliver that data?
  • NZ analytics
    • Legacy, IZ - Physical Circ stats, Expenditures
    • Who needs?
    • When to use?
    • getting some questions regarding when to use NZ or IZ
    • probably need to clarify on the wiki
  • Joint task force updates
    • Discovery
    • Resource Sharing


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Sep. 20, 2017

Attendees

  • Nikki DeMoville - E-Res & Res Sharing coordinator @ San Luis Obispo
  • Alyssa Loera - Digital Serv & Technology, Head @ Pomona
  • Brian Moore - ILS Mgr. @ San Diego
  • Moon Joo Kim - Acquisitions Librarian @ Fullerton
  • Amanda Grombly - Collection Dev & Mgmt coordinator @ Bakersfield
  • Karen Schlesser - Library Data Mgmt Coordinator Tech Svcs @ San Jose
  • Brandon Dudley - Project Dir., ULMS; CO committee rep
  • Mike DeMars (guest) - Discovery Group Chair; Systems Librarian @ Fullerton
  • Regrets:  Lauren Magnuson - Collection Mgmt & Tech Svcs, Head @ San Marcos

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