Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Page Properties

Status

Status
colourYellow
titleIn progress

Description

Determine which Analytics field(s) should be used when counting items to ensure we include things we have and exclude things we don’t have.

Decision summary

Use “Physical Items”.”Item Creation Date” from the item record if there is a need to count physical items based on date. Adjust queries to account for migration artifacts when necessary.

Owning group

AASAP Team sils-aasa-l@listserv.ucop.edu

Approver

Consulted

AASAP Team members consulted locally.

Informed

Leadership Group

Decision-making process

Priority

Target decision date

Date decided

[type // to add Date]

Recommendations

  1. For all All materials: account for Alma date variable quirks. Adjust queries to account for migration artifacts and inconsistent behavior for date variables due to Alma’s method of manipulating and storing date variables. For example, many Network Zone portfolios migrated with a null value for Activation Date.

  2. For physical Physical materials: use “Physical Items”.”Item Creation Date”

  3. For electronic Electronic materials: use “Activation Date”

These choices result in tiny miscounts. For example, items that are merely on order but not yet received are counted as part of the collection. However, using the data that currently exists in these fields negates the need for significant local cleanup projects and results in counts that are within an acceptable margin of error.

Impact

Stakeholder group

Impact

UC Libraries

Determinations around what and how we report are for the most part managed/owned by the UC Libraries (i.e., shared ownership).

CDL

CDL analysts, who are responsible for building report queries at the Network Zone according to templates agreements upon by the UC Libraries, will have to exclude items and titles based a variety of date parameters.

...