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ULMS Analytics & Assessment Functional Committee met Wednesday, June 8, 2022 11am-noon

Attendees

Christina Hennessey (Chair/CSUN), Jung Ah Lee (SJSU), Shonn Haren (CPP), Kevin Phillips (Vice-Chair/CSUF),

Absent: Lisa Roberts (CSUS), Brandon Dudley (CO), Patrick Flanigan (SDSU). Notes by Christina Hennessey

Agenda/Discussion

  1. Review of what the committee accomplished this year (2021-2022)

Goals we originally set for 2021-2022

We had great accomplishments on cleaning up the wiki and getting the Analytics folders clean and reorganized. We did a review of GreenGlass vs. Ex Libris Analytics and the pros and cons for each. We continue to share recent free outside webinars and training opportunities on Analytics and Assessment on the wiki home page for all the CSU (and the world) to use. We kept up with CSU Analytics & Assessment questions in Slack, on the listserv, and through email. Also not listed on the goals: we created a survey to get information about the top issues for Analytics across the CSUs, followed up on those issues, and also to get interest in trainings & future webinars.

2. Plans going forward for the committee

Said goodbye to outgoing members Christina & Lisa; Kevin will be the new chair; Jung Ah & Shonn & Patrick are staying on, and the committee will have Natalya Serge (CSUSM) and Stacie Jensen (Sacramento State) on the group next year. The new group will elect a vice-chair and make annual goals for the group in August or September 2022.

3. Updates on the Top 3 CSU Analytics issues given to Ex Libris

There has been no activity on the top 3 Analytics issues given to Ex Libris since our last meeting and since our follow-up with those that gave us more detail on those issues. Our reported issues were:

Analytics for Alma & Primo VE configuration changes and who changed them, retaining the whole history of each field change; Reporting from Primo Analytics too limited; Reporting on NZ-managed e-resources too limited

Kevin & Christina will meet with Ex Libris eventually along with other members of the team sometime in the coming months.

4. Recent Analytics & Assessment webinars

Kevin shared his thoughts on the June 6, 2022 webinar on Overlap Analysis, and Christina shared some notes from a June 6, 2022 workshop on "Diving into Data using COUNTER & Tableau" from Northern Ohio Techinical Services Librarians. Please continue to share any outside webinars you find at regional conferences that we can post on the wiki.

5. Backing up Analytics reports 

There was a helpful recent discussion (May 2022) on ALMA-L about backing up Analytics reports and protecting Analytics reports from deletion and overwrite through permissions. The committee will make a wiki page with this information and recommendations.

6. Humboldt name change in CSU+ reports/dashboards

The Resource Sharing group reported that some of the reports & dashboards needed to be updated to reflect the new name for Humboldt State University (Cal Poly Humboldt) as the data was now incorrect for that institution. Christina demonstrated how to update the bins in the reports to fix this problem. She found some of the them and fixed them but there might be more.

Next meeting: The group is dismissed for the summer. New Chair Kevin Phillips will reach out to the new 2022-2023 team in July 2022 to determine new monthly meeting times.

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There was no meeting for May 2022.

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ULMS Analytics & Assessment Functional Committee met Wednesday, April 13, 2022 11am-noon

Attendees

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ACRL/IPEDS: Ying has asked for page updates to the wiki - ACRL and IPEDS surveysSurvey Information

Collection Development Dashboard (Amanda, Karen)

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