Page Comparison

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.

Outstanding issues:

• Status of 360 Counter customers
  • Campuses contracted through SDLC (SD, LB, Fresno) were licensed for calendar year and don't expire until December 31, 2017. SLO contracted separately and expires June 30, 2017, but will be extended to October 1, 2017.
  • Status:
    • Services: DRS and SUSHI will continue as contracted
    • Migration: Ex Libris apparently does NOT plan to migrate any usage data for 360 Counter customers. Nikki posted reply to Basecamp 4/14/17 to clarify this.
• Status of USTAT customers
  • Campuses are making progress. Some have cases open regarding migration issues. More info here.
• Primo Analytics
  • Still non-functional

• Cross-posted to Tech Services, Access, and Analytics listservs: communication regarding immediate Analytics & Reporting needs at campuses.
  • Particular concerns:
    • The Analytics questions on the Alma and Primo Health Checklist
    • Setting up usage statistics, SUSHI configuration, and USTAT or 360 Counter migration
    • Advanced Repository Search, logical, itemized, and combined sets
    • Creating and managing Fulfillment Sets and using them in your daily work
    • Using Analytics reports to create sets in Alma
• Status: Working on a new survey of training needs to be posted in the next week or so pending confirmation from the Implementation Team.
  
  

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.

Outstanding issues:

• Status of 360 Counter customers
  • Ex Libris has given assurance that contracted services will continue as needed until data is migrated, regardless of renewal status
  • Brandon is working with Ex Libris PM Dolph Chaney to formalize this assurance. Dolph is working with others at Ex Libris to get formal agreements for us.
  • Campuses contracted through SDLC (SD, LB, Fresno) were licensed for calendar year and don't expire until December 31, 2017. SLO contracted separately and expires June 30, 2017.
  • Status: Still waiting for formal response.
• Status of USTAT customers
  • Not all campuses seem to be able to set up SUSHI
• Primo Analytics
  • Still non-functional

• Cross-posted to Tech Services, Access, and Analytics listservs: communication regarding immediate Analytics & Reporting needs at campuses.
  • Particular concerns:
    • The Analytics questions on the Alma and Primo Health Checklist
    • Setting up usage statistics, SUSHI configuration, and USTAT or 360 Counter migration
    • Advanced Repository Search, logical, itemized, and combined sets
    • Creating and managing Fulfillment Sets and using them in your daily work
    • Using Analytics reports to create sets in Alma
• Status: NO RESPONSE
  
  

• Further work on Frequent Queries page. Create page for policy recommendations based on the above recent issues and others that come up. Predict that more issues will begin to come up as campuses dig deeper into Alma.
• Draft recommendations for 360 Counter customers regarding usage data migration and when to start loading reports and configuring SUSHI in Alma.
  • Status: Pending update by Ex Libris
• Page with detailed comparisons and recommendations regarding Repository Search vs Analytics.
  • Status: Stephanie Alexander and Carol Perruso have created the page and expect to work on this over the next 4 to 6 weeks.
• Indication rules–understand and explain
  • Status: Lauren Magnusen has volunteered to work on this, with a long timeline (Summer-Fall–this is an advanced topic that campuses probably won't be interested in until later)
• Matthew Prutsman (Access Services & Resource Sharing) expressed interest in a possible demonstration during an Access Services Open Forum of how to use Analytics and Fulfillment Sets together to create a User Set.
  • Status: Waiting to hear from AS&RS group for now–our presentation would be useful but not their highest priority right now.
• Nikki expressed concern in monthly WG chairs meeting regarding the number of campuses who may have left the Analytics section of the Health Check blank. Other chairs echoed this concern regarding their own areas. The Analytics Group would like to reach out to campuses that left the Health Check blank.
  • Status: Waiting for Chancellor's Office team/Ex Libris to report back regarding the Health Check and how we may appropriately identify and assist campuses that may be challenged in this area.
• New meeting time: monthly meetings rescheduled to Tuesday mornings to resolve attendance conflicts NEXT MEETING: 3/21/2017