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Analytics Workshop Update

Date Confirmed:
September 7-10

Trainer: Amanda Shriver (Tentative)

Review Registration form and Questions questions document.

15 Get everything ready to send Analytics registration next week.

20 mins

All

To Do:

1. Finalize the draft schedule/agenda (based on the generic schedule)

   1. Ex Libris has given approval

2. Finalize and test the Registration Form

   1. Needs to be updated with zoom information - CDL hosting

3. Finalize the Questions Document

From EXL RE: Analytics Workshop (7/8 PM Meeting)

• Formal agenda expected soon. Hoping next week.

• Past “intended audience” verbiage

  • Example 1: Target Audience: Library staff and managers who view and create reports in Alma Analytics

  • Example 2: Library staff involved in using Analytics to run reports on library activities.

  • Example 3: Note: this is more for Analytics training prior to test load and Cutover but can be applied to future library analytics work

    • Anyone responsible for performing data review

    • Anyone responsible for reporting post Go Live

    • Anyone curious about how Analytics works

• UCS' IT and ICS will be able to be better determine which staff should attend which sessions when formal agenda is available (i.e. which sessions are for Catalogers, or Circ staff, etc.)

IT Next Steps
Once we have the agenda, we will need to:

• determine which campus can host the zoom sessions

• assign hosts for each session

• write a welcome script for hosts

Registration form and Questions document are approved.

Next week when we have generic agenda we’ll send save the date

Katie and Dominique will put together a sample agenda with times and send out for approval at the IT meeting on the 30th. After that we can send registration form and formal agenda.

We will determine the “host campus” at the June 30th meeting.

1. 1. Review intro paragraph

2. Assign an IT member to host each session. CDL will host the zoom, IT hosts will manage the questions

   1. welcome script for hosts

3. Unknown information:

   1. PMs are getting finalized approval from the data privacy group and clarifying what campus data can be shown and if the workshop can be recorded.

4. Send out email announcement to cohort and campuses - hopefully next week (Wednesday?)

Going to send email on Wednesday

Question for August 2nd town hall

5 mins

What aspect of UC Library Search is most transformative for our libraries?

1. Harmonization of workflows

2. working together more across campuses - sharing knowledge and expertise - less siloed

Go-live roundup

10 mins

How did go live go (specifically related to training)? Are there training gaps that need to be filled?

“get it at UC” not showing up yet has been confusing to some people. This is being worked on, expecting it within the first month

questions about SPC CDL records. Would it be useful for our group to ask their group to address this?

There’s some difficulty training in some areas (esp tech services) because everyone’s work is so specialized. Maybe we need to reopen the tech services open house idea. Or connect people across campuses

• previous alma campuses are so deep in go live work that it may not be possible to find people who can help right now

• if someone wanted to email questions, to get set up with an “expert” or have a 15 min zoom session that would probably work best

Do we know anything about how confluence and best practices are going to work in the next phase of SILS?

• should we say that we’re not accepting workflows after a certain point? - ideally we could just transition these things out to the next person in charge

Need a future discussion about role of this group over the next 6 months

•  Katie Ritchey (Unlicensed) will reach out to the transition team about how training will be integrated into the next SILS phase

Open Discussion

Anyone who needs to leave for other priorities can leave at this point

45 25 min

Parking Lot

Training Documentation Hub Update

Communications Report