2022-03-16 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

1:20-1:35

Satisfaction Survey/ExL Updates

brandon dudley (Unlicensed)

1:35-1:55

Committee Business

All

1:55-2:30

Big Idea

Christian Ward

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: https://calstate.atlassian.net/wiki/spaces/ULMSR  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: https://youtu.be/UHF6Vu6A2Yw

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

ERM

Ilda Cardenas (Unlicensed)    

Fulfillment

Kelly Ann Sam (Unlicensed)

• Updates/Announcements 

  • Sacramento has converted some faculty study rooms into individual use Zoom rooms for students 

    San Marcos will be renovating part of the library to include Zoom spaces for students and better private study areas 

    Overall locker usage has decreased at all libraries represented on FFC 

• Reviewing Alma/Primo release notes

  • March 2022 had new releases that required explicit confirmation or fulfilment (can no longer continue scanning to make popup disappear) and allowing due date past patron expiry date 

• Begin reviewing and finalizing Walk-In User Policy – will need to meet with RSFC to finalize 

• Next meeting is 04/13/22

Resource Management

Brinna Pam Anan

The ULMS Resource Management Functional Committee met Tuesday, March 1, 2022 from 1-1:30 PM.

1. Local Fields updating is due to the RMFC Chair by Wednesday, March 30.  Sixteen campuses have responded.  I will follow up with the rest before the deadline.  The Local Fields page at Confluence will be updated all at one time when all the data has been compiled.

   The NZ Management Group is in the process of reviewing any NZ Refresh records which didn't refresh and reviewing incorrectly coded archival records.  OCLC had returned its review of the 2,300 marked archival records Members will be contacting campuses' Cataloging Contacts to work out individual cleanups per campus.

   The Inclusive Description Task Force and Linked Data Task Force will each hold monthly meetings and report to the RMFC.  Confluence pages for each Task Force forthcoming.  

2. The next ULMS RMFC meeting is scheduled for Tuesday, April 5, 2022 at 1 PM.

Resource Sharing

Meghann.Brenneman@humboldt.edu (Unlicensed)