2022-06-22 ULMS Steering Committee Meeting Agenda

1:00-1:05

Call To Order

@brandon dudley (Unlicensed)

1:05-1:20

COLD Update

@Adriana Popescu
@David Walker

1:20-1:30

Satisfaction Survey/ExL Updates

@brandon dudley (Unlicensed)

1:30-1:45

Committee Recruiting/Handoff

@brandon dudley (Unlicensed)

1:45-2:00

Committee Business

All

Assessment & Analytics

@Christina Hennessey (Unlicensed)

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

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.

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.

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. 

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.

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.

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.

Discovery

@Christian Ward (Unlicensed)  

Discovery Open forum - Rapido Edition

The DFC hosted our final open forum for the year, with a focus on discovery changes as a result of implementing Rapido. Topics discussed included:

Satisfaction Survey: Top-3 Issues

The DFC continues to work with Ex Libris on the discovery satisfaction survey top-3 issues. The issues presented to Ex Libris are:

1. uResolver matching issues

2. features not working: lc browse search, date newest filter, journal search, ranking, performance issues

3. inadequate analytics for assessing performance and usage of Primo VE

Ex Libris has provided some initial answers and acknowledges that some issues are being address via salesforce cases. 

Discovery and Rapido

Chris Lee provided an overview of the changes to the discovery UI/UX that will need to be configured to implement Rapido. Details of the changes are available online at https://calstate.atlassian.net/wiki/spaces/URS/pages/2580742145 .

ERM

@Ilda Cardenas (Unlicensed)

The ERM Committee did not meet this month. Jessica held a meeting regarding Alma Licensing Agreements in its stead.

Fulfillment

@Kelly Ann Sam (Unlicensed)

In June the FFC reviewed the CSU Walk-In User Policy and updated it to be reviewed and sent out the listservs when the new committee begins. 

Resource Management

@Brinna Pam Anan

The ULMS Resource Management Functional Committee met for the final time this year on Tuesday, June 7, 2022 from 1-2 PM.

1. Pam met with Jill on Friday, May 27 to do a preliminary handoff from Chair to Incoming Chair.  Issues discussed were Confluence updating, scheduling meetings, ULMS Governance structure, each Group/Task Force under the RMFC's purview.  Future handoff meeting with Brandon is scheduled for Monday, June 27.  New meetings to commence with Jill as Chair for 2022-2023.

2. The Top Three Resource Management issues and Ex Libris' comments were discussed.  Ex Libris offered information on working/advisory groups that are addressing the quality of metadata/records and CDI support (CZ Management Group, CDI Advisory Group, dedicated CDI Team).  One of the future goals of the RMFC is to gauge the level of participation and bandwidth the CSUs could have to participate in or contribute to these other working groups.

3. The future, structure, and goals of the RMFC were also discussed among the group along with committee members' experience of being a part of the RMFC and performing committee work during the pandemic.  Feedback will be sent to Brandon and then further discussed with the future makeup of the RMFC.

4. The Inclusive Description Task Force is working on an inclusive cataloging statement and accompanying reporting form.  The Task Force is also working on procedures to handle outdated American Indian subject headings.  The RMFC and Brandon have been informed and work will continue in the upcoming year.

Resource Sharing

@Meghann Weldon (Unlicensed)

RSFC did not meet this month as Meghann has left the CSU