Date | 4/14/2017 |
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Working Group | Analytics & Reporting |
Task Force | |
Report Summary | Goal: Joint task group with Discovery to explore Primo Analytics. Karen Schlesser will liaise with Discovery group. Report and discuss at a future meeting. Update: Karen/Nikki attended Ex Libris functional call re: Primo Analytics. Note that Analytics is not yet configured in the Cal State Primo Back Office instances. Update 4/14/2017: Primo Analytics still non-functional. Goal: Policies/procedures for the NZ Analytics instance. Status: Request submitted to Implementation Team. Nikki will join Implementation Team meeting 4/17/17 to discuss. Goal: Establish the role for this work group post-implementation, including composition and work goals. Nikki will join Implementation Team meeting 4/17/17 to discuss. |
Description | Outstanding issues:
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Date | 3/17/2017 |
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Working Group | Analytics & Reporting |
Task Force | |
Report Summary | Goal: Joint task group with Discovery to explore Primo Analytics. Karen Schlesser will liaise with Discovery group. Report and discuss at a future meeting. Update: Karen/Nikki attended Ex Libris functional call re: Primo Analytics. Note that Analytics is not yet configured in the Cal State Primo Back Office instances. Update 3/17/2017: Primo Analytics still non-functional. Goal: Policies/procedures for the NZ Analytics instance. Discuss at next meeting–high priority. This is an important area for policy and has bearing on many aspects of analytics including working with the EAR subcommittee and reporting on shared resources for surveys such as IPEDS and ACRL. Update 3/17/2017: Hua Yi (CSUSM) asks (originally directed to Ying Liu (CO): "Is SDLC going to provide COUNTER usage stats in Alma for ECC and opt-ins? Will you share analytics reports / dashboards from ECC and opt-in and create analytics reports that can be re-used across institutions?" Membership changes: Lauren Magnusen joined the group; John Brandt bowed out. |
Description | Outstanding issues:
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Date | 3/3/2017 |
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Working Group | Analytics & Reporting |
Task Force | |
Report Summary | Goal: Establish an email alias. In progress. Per Brandon, an email alias can be established closer to go live. (Status = pending) Goal: Configuring local fields. Established which fields are available and how to request; confirmed that campuses can change their choices but should avoid doing so. Karen/Nikki communicated to campuses via the Tech Services working group weekly open forum. Karen added documentation to the wiki. (Status = complete) Goal: Communications plan. See new communications page. (Status = nearly complete) Goal: Post-implementation work of group. On hold pending governance and COLD decisions regarding role of task forces post-implementation. Discussion item for future meeting. Note that group strongly feels that our work will be most useful post-implementation as campuses turn from migration and training to daily use and begin to discover their reporting needs. Goal: Division of labor among task group and campus experts and ways to share queries. On hold pending future discussion and decisions as above. Community catalog is a useful mechanism for sharing queries. Goal: Work with EAR Analytics group. Update: Carol Perruso is in both groups and has agreed to be liaison. Further updates to come as EAR group is just getting started. (Status = pending) Goal: Advanced analytics features. Karen Schlesser has volunteered to spearhead this, starting with Link Resolver usage. Advanced features will necessarily be secondary to getting campuses fully comfortable with basic reporting, but these powerful features are an important benefit of Alma and leadership in this area is critical. Goal: Joint task group with Discovery to explore Primo Analytics. Karen Schlesser will liaise with Discovery group. Report and discuss at a future meeting. Update: Karen/Nikki attended Ex Libris functional call re: Primo Analytics. Note that Analytics is not yet configured in the Cal State Primo Back Office instances. Update 3/3/2017: Primo Analytics still non-functional. Goal: Policies/procedures for the NZ Analytics instance. Discuss at next meeting–high priority. This is an important area for policy and has bearing on many aspects of analytics including working with the EAR subcommittee and reporting on shared resources for surveys such as IPEDS and ACRL. |
Description | Outstanding issues:
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