2022-03-16 ULMS Steering Committee Meeting Agenda
Date
Mar 16, 2022
Time
1-2:30p
Zoom
Brandon's Zoom - https://calstate.zoom.us/my/bdudley
Participants
@Adriana Popescu @David Walker @Nerissa Lindsey @Christina Hennessey (Unlicensed) @Christian Ward @Ilda Cardenas (Unlicensed) @Kelly Ann Sam (Unlicensed) @Brinna Pam Anan @Meghann Weldon (Unlicensed)
Discussion topics
Time | Item | Presenter | Notes |
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1:00-1:05 | Call To Order | @brandon dudley (Unlicensed) |
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1:05-1:20 | COLD Update | @Adriana Popescu |
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1:20-1:35 | Satisfaction Survey/ExL Updates | @brandon dudley (Unlicensed) |
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1:35-1:55 | Committee Business | All | |
1:55-2:30 | Big Idea | @Christian Ward |
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Committee Updates |
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Assessment & Analytics | @Christina Hennessey (Unlicensed) Agenda/Discussion Update on Shared Folders area in Analytics The problem with automatic Shared Folders deletion of Analytics reports, folders and dashboards is finally solved. The items I had marked for deletion have not returned for three weeks now. If you accidentally create a report in the Shared Folders/Community/Reports/Institutions/CalState that you don’t want there or don’t need anymore, please contact a member of the committee to remove it. Removals happen automatically each Friday evening. Our cleanup project of Shared Folders/Community/Reports/Institutions/CalState is complete.
ACRL/IPEDS data support The committee has been busy helping CSU folks who have questions about the ACRL/IPEDS reports. Those reports are not due until March 31, 2022 but most folks needed to give statistics to administration a few months ago. Please reach out if you still need help with these reports in Shared Folders/Community/Reports/Institutions/CalState/ACRL IPEDS Official ULMS folder. The NZ report CalState – 41. Digital/Electronic Databases had an error with the prompt reported by a few institutions. Jung Ah fixed this for everyone on March 2, 2022.
Wiki updates/changes The group has made a lot of great changes to the ULMS Assessment & Analytics wiki page this academic year: ULMS Assessment & Analytics and our work is completed.
Analytics webinars/workshops Christina did a demonstration of the inventory breakdown report that was shown at the end of the Cataloging Analysis Best Practices, Ex Libris, February 22, 2022 webinar. Upcoming: The New and Improved Alma Overlap Analysis Tool, Ex Libris, March 29, 2022 7am Pacific Time.
Overlap analysis discussion The committee discussed the current overlap and collection analysis tool and looked at the differences that will happen with the tool in the March 2022 release (Sunday, March 6). The improvements look great from this 5-minute preview video: Alma March 2022 Release: New & Improved Overlap Analysis Tool The new tool will allow us to compare IZ, CZ, and NZ holdings. The committee will try out the new tool before the next meeting and report out to the CSU what we find out. Also a reminder about the overlap analysis reports in the dashboard area: /Shared Folders/Alma/Titles/Reports has many overlap reports of different types, or you can see them all in a dashboard at: /Shared Folders/Alma/Titles/Dashboards/Title level overlap analysis. P = print E = electronic D = digital
Start working on summer Analytics webinar We discussed more plans for a summer Analytics event based on the results of the December 2021 Analytics survey. June 2022 will be best so Christina will send a Doodle to check availability and check with CO on CSU-wide events. Next meeting: Wednesday, April 13, 2022 11am-noon |
Discovery | @Christian Ward The DFC held and open forum on February 18th and presented/discussed the following topics:
DFC met also met on March 11th and discussed the following:
Customer Satisfaction Survey Huddle
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ERM | @Ilda Cardenas (Unlicensed) Collection activations:
Gale CDI issues:
Display Logic Survey
Journals with questionable material:
Overlap enhancement tool:
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Fulfillment | @Kelly Ann Sam (Unlicensed)
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Resource Management | @Brinna Pam Anan The ULMS Resource Management Functional Committee met Tuesday, March 1, 2022 from 1-1:30 PM.
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Resource Sharing | @Meghann Weldon (Unlicensed) RSFC is continuing working with Rapido implementation and informing workflows regarding print slips. RSFC team performed audit on webpages to identify various updates to make. We will start making updates soon. RSFC identified a need for some lost/overdue item clean up with many outstanding items unresolved. The RSFC is reviewing and editing the lost/overdue workflow documentation to improve readability so that the community can perform clean up relating to lost or overdue items. We are hoping to have all of our documentation improved to support staff performing lost/overdue clean up during the summer. RSFC identified the need for the ILLiad task force to convene and review the ILLiad 9.2 release. RSFC identified an opportunity for the SUNY/CSU task force to connect and review the trial, any analytics, and discuss how the SUNY partners will fit into the Rapido rota. |