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December 9, 2019

Attendees

Brian Moore (Unlicensed) (SDSU), brandon dudley (Unlicensed) (CO), Heather Cribbs (CSUSB), Tracy Gilmore (CSULB), Christina Hennessey (CSUN), Laura Krier (Unlicensed) (SSU)

Agenda/Discussion

NZ Reports
  • The Available for Group Member field in the NZ analytics is not working again. Brian opened a new case.
  • This field seems to work in IZ analytics. Laura created some reports that seem to be accurate in IZ analytics.
  • Once the bug is fixed, we should look at the differences between how this works in IZ vs. NZ and what the scope of the field seems to be.
SUSHI Survey
  • Don't have results from all campuses, but we still have a lot of information.
  • The majority of campuses are using SUSHI. Campuses are storing information in many different places, depending on the data and vendors.
  • ERM task force is also interested in our data; we will share with them.
COUNTER5
  • Heather had a question about SDLC usage stats. Some vendors don't provide individual logins for each campus, so we get the stats from the CO, but the data is inconsistently gathered and reported. Tracy has worked with the CO's office in the past on getting data. Heather and Tracy will work on creating a report of info to share with the CO about what we need and where the inconsistencies are.
  • Heather also created a crosswalk of data between COUNTER 4 and COUNTER 5 and will share.
  • We should post what we learn in the ERM workspace on the wiki instead of the Assessment and Analytics space, because people will be more likely to look there (but can link to it from the A&A workspace).

November 13, 2019

Attendees

Brian Moore (Unlicensed) (SDSU), brandon dudley (Unlicensed) (CO), Heather L. Cribbs (Unlicensed) (CSUSB), Tracy Gilmore (CSULB), Christina Hennessey (Unlicensed) (CSUN), Laura Krier (Unlicensed) (SSU)

Agenda/Discussion

SUSHI Survey
  • Still waiting for results from three campuses, but good feedback so far.
  • Brian and Tracy will start reviewing the data tomorrow and pull together a report to share outside of the Analytics working group, especially with the ERM group.
COUNTER 5
  • Heather has been evaluating vendors to track who is using COUNTER 5. Very inconsistent use.
  • Still need to set up a meeting with Heather, Christina, and Peggy.
  • We won't be able to work with COUNTER 5 data in Alma until January, so there isn't really a rush.
  • Updating SUSHI configurations to use pull COUNTER 5 and updating existing usage stats as needed will probably be a summer job.
  • Most likely people won't have reliable data before ACRL reporting deadline (if ever).
ULMS Chair Survey
  • Brian analyzed scores for the main issues people reported.
  • Surprised by the number of comments related to reserves reporting.
  • Cost per use data is inaccurate; Ex Libris is aware of the issues and working on them.
  • Questions about the usefulness of Primo Analytics; people have found inaccurate data, especially related to reports on zero search results returned.
Barcode Query Tips
  • Someone posted instructions on the Alma-L listserv about how to query Alma/Analytics using the barcode to pull information about alternate editions and multiple copies of items.
  • Brian added this information to the Useful Code Snippets page on the wiki.


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September 11, 2019

Attendees

Brian Moore (Unlicensed) (SDSU), brandon dudley (Unlicensed) (CO), Heather L. Cribbs (Unlicensed) (CSUSB), Tracy Gilmore (CSULB), Peggy Lau (Unlicensed) (CSUEB)

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Brian shared an impressive dashboard maintained by the Met Thomas J. Watson Library (III Sierra) with the group. Statistics are entered in a shared workbook and fed into Microsoft Power BI.


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August 14, 2019

Attendees

Brian Moore (Unlicensed) (SDSU), Laura Krier (Unlicensed) (SSU), brandon dudley (Unlicensed) (CO), Heather L. Cribbs (Unlicensed) (CSUSB), Tracy Gilmore (CSULB), Peggy Lau (Unlicensed) (CSUEB)

Agenda/Discussion

Natasha Allen is leaving the SJSU for a job in Michigan. We're currently searching for a person to replace her on this committee.

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  1. Watch the COUNTER webinar from Ex Libris.
  2. Laura will share her usage data assessment reports and process.

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July 10, 2019

Attendees

Brian Moore (Unlicensed) (SDSU), Laura Krier (Unlicensed) (SSU), brandon dudley (Unlicensed) (CO), Heather L. Cribbs (Unlicensed) (CSUB), Natasha Allen (Unlicensed) (SJSU), Tracy Gilmore(CSULB), Peggy Lau (Unlicensed) (CSUEB)

Agenda/Discussion

Communication
  • Slack is the primary method of communication.
  • Also a mailto link to email the group on the ULMS Analytics & Reporting wikipage. 
  • There is also a ulms-analytics mailing list.
Summer ULMS meeting
  • There are several open labs scheduled; can committee members planning to attend the meeting host/participate? 

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  • Also a group meeting scheduled, but may not be needed if not enough people attend the meeting.
Current issues:
  • The E-Inventory "Available for Group Members" dimension is unstable and repeatedly breaks (every odd-numbered month). Ex Libris is aware and has promised a fix this summer. Currently not working. 
Ongoing tasks: 
  • Monthly archiving of the Calstate folder (/Shared Folders/Community/Reports/Institutions/CalState) within the Community folder in Analytics. Community folder is unstable; things frequently disappear or are edited. Brian creates an archive every month. 
  • There was a meeting with Ex Libris at ELUNA where the issue of capacity in Network Zone analytics was raised. We're gathering use cases and instances of reports that don't run or that time out in the /shared/California State University Network/Uses Cases for Consortia Reports folder. 
  • We've created toolkits for ACRL stats, as well as a Collection Development toolkit.

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There is a link for Useful code snippets and functions to use in Analytics on the wiki. This document lives on Brian Moore's google drive but is freely available via the ULMS link. Code snippets are added from various ELUNA presentations, with links to the presentation.

Steering Committee
  • There is a new chair of the Steering Committee, John Wenzler. There is interest in starting to look more strategically at what we can do, rather than continuing to develop policies and procedures. What might this look like for our working group? 

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June 12, 2019

Attendees

Nikki DeMoville (CPSLO), Brandon Dudley, (CO), Amanda Grombly (CSUB), Lauren Magnuson (CSUSM), Brian Moore (SDSU), Tracy Gilmore (CSULB), Peggy Lau (CSUEB), Karen Schlesser (SJSU)

Agenda/Discussion

Giant THANK YOU to outgoing members Amanda, Nikki, Karen & Lauren!

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Summer meeting - Aug. 8th, We’ll have a room for labs with computers… There will also be an Assessment and Analytics group meeting time.

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May 8, 2019

Attendees

Nikki DeMoville (CPSLO), Brandon Dudley, (CO), Amanda Grombly (CSUB),Brian Moore (SDSU), Peggy Lau (CSUEB)

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Nikki led a review of policies covering NZ access, privacy, report sharing, backup, periodic auditing and report requests. These will be forwarded to the ULMS Steering Committee.

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April 10, 2019

Attendees

Nikki DeMoville (CPSLO), Brandon Dudley, (CO), Amanda Grombly (CSUB), Lauren Magnuson (CSUSM), Brian Moore (SDSU), Tracy Gilmore (CSULB), Peggy Lau (CSUEB), Karen Schlesser (SJSU)

Agenda/Discussion

Salesforce case: Available for Group Members still unresolved.

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Discussed policies. The group was encouraged to collaborate on the draft document.

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March 13, 2019

Attendees

Brandon Dudley, (CO),Brian Moore (SDSU),Peggy Lau (CSUEB), Karen Schlesser (SJSU)

Agenda/Discussion

TG Updates

Dean's Dashboard/Data Viz update (Karen) - met with Roy Stripling (Chancellor's Office, Director, Student Success Dashboard Research Initiatives) to look at work he has done using Tableau (www.calstate.edu/dashboard). Deans conducting a survey of needs to inform the next iteration.

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Group reviewed outline of Best Practices, Policies, Procedures. Brian is currently incorporating draft info. from the wiki, discussions, etc. Will open to comment soon...


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February 13, 2019

Attendees

Nikki DeMoville (CPSLO), Brandon Dudley, (CO), Amanda Grombly (CSUB), Brian Moore (SDSU),Peggy Lau (CSUEB), Karen Schlesser (SJSU)

Agenda/Discussion

Request from RM group for training

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Salesforce case: Available for Group Members still unresolved.


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December 12, 2018

Attendees

Nikki DeMoville (CPSLO), Brandon Dudley, (CO), Amanda Grombly (CSUB), Lauren Magnuson (CSUSM), Brian Moore (SDSU), Tracy Gilmore (CSULB), Peggy Lau (CSUEB), Karen Schlesser (SJSU)

Agenda/Discussion

Updates on task groups:

Dean's Dashboard/Data Viz update (Lauren, Karen)

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Amanda found suspicious # of owning members (+28?) in periodical count reports.


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November 14, 2018

Attendees

Nikki DeMoville (CPSLO), Brandon Dudley, (CO), Amanda Grombly (CSUB), Lauren Magnuson (CSUSM), Brian Moore (SDSU), Tracy Gilmore (CSULB), Peggy Lau (CSUEB)

Regrets: Karen Schlesser (SJSU)

Agenda/Discussion

Updates on task groups:

Data viz (Lauren) - Working on dashboard demo. Have integrated data stores into single account so they can interact, incl. context for visualization elements.

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  • Q - anyone else participating? A - not yet.

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October 10, 2018

Attendees

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  • works out of the box
  • compatible with SCELC
  • not continuously updated (one-time load/analysis)
  • Useful tool for identifying unique/rare material

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September 12, 2018

Attendees

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The spreadsheet of credentials was distributed to the TF. Very useful/accurate in general. Will be distributed to ERM contacts.


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August 8, 2018

Attendees

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    • Should all CSU campuses opt in to this?
      • Now that we have been live for a year…
      • Might facilitate cross CSU comparison
      • Is it available in NZ?
      • Consensus is this is a local decision but probably of interest to the Deans
      • Brandon shared a report on Benchmark Analytics for data cleanup
      • Nikki will enquire whether anyone else has turned this on
  • Task forces
    • new member needed? (Alyssa has rotated off)
    • going beyond data gathering & visualization--possible to move into assessment (e.g. impact of instruction on use of OneSearch)?
      • Amanda mentioned they are moving away from OneSearch in favor of databases for undergrads. Nikki and Tracy say they are doing the opposite.
      • Instruction needs?
    • Mallory recruited 2 new members
    • Established naming convention, folder structure for vetting/development
    • Interested in KPI?
    • status report (non available)
    • Discovery
    • Resource Sharing (Nikki)
    • Fulfillment (Brian)
    • Data viz
  • Collection Development Dashboard (Amanda)
    • Requests for a finished product but little detail. Specific reports need to proceed a dashboard.
    • New TF - Tracy, Amanda, Nikki
    • Fullerton is presenting @ IGelU on Collection Reports… - Amanda will reach out.
  • SRU searching (Nikki)
    • can circumvent NZ Analytics limitations. Lauren has worked with this.


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July 25th, 2018

Attendees

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  • Karen volunteered to show her Collection Development dashboard
  • Others?


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June 13, 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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