Page Comparison

Record the meeting

remind Alison to record meeting

1

Alison

re-evaluate timeline in light of ucop stats timeline

deadline now in December, alter our internal timeline?

5

• keep internal timeline (end of July checkin)

borrowing request lifecycle

results of experiment on ‘statuses borrowing requests go through’

30

Sabrina & Peter

statuses:
UCSD“request completed” (after patron received); checked in at lender, still “request completed” → both requests in Analytics

UCR: after some time, borrowing request no longer appears in Alma; borrowing request status= “deleted”

other statuses important to report?? (maybe not…?): “loaned item to patron”; “Physically recieved by library” → not pertinent to AFN requests

• add two borrowing request status to borrowing count filter: “request completed” & “Deleted”

•  Alison Ray (CDL) add two borrowing request status to borrowing count filter: “request completed” & “Deleted” NZ report 30 Jun 2022

set requirements for borrowing report

what columns are needed? (eg. institution vs library, fiscal year or other time period …) → what would be ‘look’ of completed report

pic of ‘schedule c’ template:

from 2020/21 report:

need: sum per inst of digi & physical ; digi +physical total not needed

some insts. need borrower library separate, eg UCI Law;

•  Linda Michelle Weinberger find param for uci law vs langsan etc
•  Alison Ray (CDL) make sums for digi & physical for sched c report 11 Jul 2022

lending stats

ExL hinted that ‘lending stats' may be in ‘fulfillment’ subject area

•  Alison Ray (CDL) attempt to make lending counts in fulfillment area, “match” with lending count borrowing standing on head 11 Jul 2022

UCSC ‘guest spot’

decide yes/no/maybe invite UCSC’s proposed ‘guest spot’

•  ask UCSC for more framing

IZ Analytics Settings

what sorts of settings are impacting Analytics? (as opposed to workflows in Alma IZ)

(if time…)

Anonymization docs from ExL:
Anonymizing Analytics Reports Details - hides contents of ppi user fields in analytics (data still exists, reversible)
configuring fulfillment anonymization job - remove borrower name & id from transaction history (data scrubbed, not reversible)

SUNY guide ('clean up' jobs & ‘remove request' steps may put requests into ‘deleted’ status):
https://slcny.libguides.com/training-resource-sharing/maintenance

seems to put requests in ‘deleted’ status in Alma → configured per IZ; Alma options to run weekly

Wrap up

Review actions and decisions

5

next: Alison show updates to reports in NZ; possibly include brainstorming for library units (UCI Law)

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?

dates (maybe later) → by months for reports

Total

x/x