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Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
|---|---|---|---|---|---|---|---|
| 1 | Record the meeting | remind Alison to record meeting | 1 | Alison | |||
| 2 | re-evaluate timeline in light of ucop stats timeline | change deadline of ‘phase 1: schedule c’ in light of early October ucop deadline | 10 | SFG | end of summer? some (many) UCs have additional layers/hoops to get whole schedule c ready; b4 labor day? escalation contact for ucop stats: Danielle Watters-Westbrook |
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| 3 | Roll up of ExL SF cases on wiki | add relevant tickets to wiki page (in this space) | 5 |
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| 4 | review borrowing reports | what’s status? what’s needed? what’s next? | 20 | question, getting away from Analytics: what do ‘filled’ requests look like at your campus? eg. are they all in ‘deleted’ status? → what criteria would make sense for your campus? UCR: on hold shelf: request is complete, but then disappears ?? what happens to these request + its data (in particular status) after transaction complete done (eg. checked back in at lender)? → is this different per IZ ?? what’s happening with completed borrowing requests? if they’re completed+deleted in Alma IZ are they still in Analytics?? Statuses included in UCD’s filter: deleted, request completed, loaned item to patron, physically received by library |
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| 5 | lending stats??? | Alison show ‘standing on head’ way of getting lending stats from borrowing report any progress in getting ‘real’ lending stats report? | 10 | open q: since ‘standing on head’ would have to be run by SOC (CDL), how would data/report results be distributed? | ‘real’ lending stats dependent on getting dependable borrowing stats | ||
| 6 | IZ Analytics Settings | what sorts of settings are impacting Analytics? (as opposed to workflows in Alma IZ) | Anonymization docs from ExL: SUNY guide ('clean up' jobs & ‘remove request' steps may put requests into ‘deleted’ status): | ||||
| 7 | Wrap up | Review actions and decisions | 5 | ||||
| 8 | Parking Lot | Capture important topics for future discussion | since ‘standing on head’ would have to be run by SOC (CDL), how would data/report results be distributed? | ||||
| 9 | Total | x/x |
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