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May 8, 2019

Attendees

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

Regrets: Karen Schlesser (SJSU)

Meeting with Yoel Kortick @ ELUNA

Brandon and David arranged for Nikki, Karen and Brian to discuss ongoing issues with Analytics. The group discussed:

  • Performance - Many Alma reports are not usable in a large NZ such as Calstate or even at IZs with very large collections. They either take an inordinate amount of time or fail completely (even after verifying they work on smaller, filtered aggregations). Ex Libris has planned an upgrade of the Analytics architecture in order to improve capacity (obviously they are able to scale this to enable NA instance-wide reporting for their own purposes). Moving to Oracle BIEE 12 and considering alternate solutions such as Vertica. The complaint was also that Alma reports don’t appear to be tested at consortia scale before release. Action: Calstate will make a directory containing consortia report use cases. Ex Libris will take these reports and use them when testing the new improvements being done now.
  • ‘Available for..’ - The lack of the ‘Available for Group Name / Members’ dimensions in the Titles SA makes accreditation reports rather complicated. These now only appear in the E-Inventory SA for electronic collections and portfolios.
  • ‘Available for…’ availability - Nikki pointed out that this regularly disappears entirely in even numbered monthly releases. Yoel was genuinely surprised bye this. Nikki later shared the Case #’s.

Amanda noted that the shared print project with SCELC will make performance issues particularly critical.

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)

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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)

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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)

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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)

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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)

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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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