ULMS Assessment & Analytics Functional Committee met November 10, 2021 11am-noon
Brandon Dudley from the Chancellor’s Office shared an update from a meeting he had on November 10, 2021 with Asaf Kline of Ex Libris on consortial needs. They will be looking for consortia to beta test some new “Out of the Box” Analytics reports for consortia on overlap analysis and the CSUs will help test. More to come on timing, the nature, and the location of these reports.
More discussion plans on a ULMS-wide session on Analytics. January 2022 is too soon for the ideas we have so it will be later in Spring 2022, we will send a survey to the ULMS shortly for ideas on format & topics.
The group shared their updates on the committee wiki, we are continuing to remove outdated pages, reorganize and update screenshots and instructions on useful pages. Many pages continue to focus on the 2017 migration (there is another place on the wiki to archive these pages, which we are doing) and ULMS-specific training (of which Ex Libris and user groups are providing updated training all the time). We continue to improve the wiki, not just for our own CSU folks, but for other Ex Libris libraries that discover our pages.
We continue to review and update the shared Analytics reports and dashboards in this folder and its subfolders: Shared Folders/Community/Reports/Institutions/CalState. There is a tedious process for renaming and deleting folders in the Shared Folders area that we are working through. We have reached out to former chairs with help on the history of this folder.
Review of some recent Analytics webinars: the use of the Primo Analytics example dashboard; and the use of drill-down reports. Links to the latest Analytics webinars can be always found on the committee wiki under sections “Upcoming Analytics & Assessment webinars” and “Recent Analytics & Assessment webinars”
Next meeting: Wednesday, December 8, 2021 11am-noon
Since the last ULMS Steering Committee meeting, the DFC sponsored a special session webinar on indexing ArchiveSpace records into Primo VE. The session was led by Samuel Barber and was well attended. Recording and documentation can be found online at: Special Topics Meeting - Indexing ArchiveSpace in Primo VE
The DFC is scheduled to meet Friday, November 19.
Upcoming DFC Meeting Topics
Primo/Primo VE Search Scope Research Findings
Review work by Gabriel Gardner and Heather Cribbs on Primo search scope analysis across the CSU.
Wiki page content review and refresh
Update site content to better organize Primo VE information.
DFC is reviewing the content and providing a recommended organization.
The discovery group will then be survey for feedback on the recommended organization and user suggestions.
Discovery and Primo VE Evaluation Slack channels
Are both Chanels needed now that we have migrated?
Suggested action is to remove the Primo VE Evaluation channel.
Open Forum Topics for December 10th @ 1pm - Open Forum - TBD / Primo VE Tips and Tricks
Last open forum topics were selected by discovery users, and the response was well received.
Survey discovery group again for upcoming topics and select the top two items.
The FFC has been meeting on a biweekly basis but will not be meeting again until December 01, 2021. This past month we have completed the following:
Reviewed FFC Reopening/COVID survey and sent out a summary of results to the Access Services listserv
Reviewed feedback from our meeting with Ex Libris about FFC’s top fulfillment issues
Sent out Leganto Survey to Access Services listserv to gather feedback about which CSUs have Leganto, how they are using it, and what campuses are interested in learning about Leganto. We are hoping to get a volunteer to demo their version of Leganto for an Open Forum
The ULMS Resource Management Functional Committee met Tuesday, November 2, 2021 from 1-2 PM.
ULMS RMFC meetings are still scheduled monthly on the first Tuesday of the month from 1-2 PM for 2022.
Brandon successfully helped recruit for the open position on the RMFC. The position has been filled by Jill Strykowski from SJSU who also volunteered to act as Vice-Chair. Pam will be Chair for 2021-2022 with Jill taking over Chair responsibilities for 2022-2023.
As the Inclusive Description Task Force needs a "chair" or head and members to support its work, recruitment for it will take place in January 2022. If recruitment doesn't work, then a soft ask to potential members will be initiated. Ideally, a member of the RMFC should also sit on the Task Force to act as liaison to the RMFC.
The RMFC discussed if there needs to be a CSU policy regarding cataloging free online/e-resources. As there are pros and cons to cataloging these resources, the committee decided a poll would be best to help with the decision. A poll was created and will be sent the week of November 22 at the latest to the CSU Cataloging Contacts.
In tandem with the above issue, the question about shared cataloging came up once more. The RMFC would like to find out how many staff/faculty at each campus perform cataloging to see if the CSU would have enough resources to pool together to have an effective group to do centralized cataloging.
And in tandem again, the RMFC is open to meetings regarding shared cataloging with library partners outside of the CSUs. Nerissa is assisting with reaching out to UCSD to schedule said meeting(s).
Our next RMFC meeting (with Jill this time) will be held on Tuesday, December 7, 2021 from 1-2 PM. This meeting will be the last RMFC meeting of 2021. The first meeting of 2022 will be held on Tuesday, January 4, 2022 from 1-2 PM.