Dates

See Best Practices for Decision Pages and Tags for groups

Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status	IN PROGRESS
Description	Determine which Analytics field(s) should be used when counting physical items to ensure we include things we have and exclude things we don’t have.
Decision summary	Use x from the item record
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	24 Apr 2023
Date decided	[type // to add Date]

Recommendation

For physical materials, use "Physical Items"."Physical Item Details". < tbd>

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.

Reasoning

After review, the AASA-PT Harmonization group determined that

Background

The AASA-PT Harmonization group reviewed all the UCOP statistics data that can be retrieved via Alma Analytics. One of the factors considered during this review was the existing ACRL and ARL requirements.

Observations about the current data:

Item Creation Date
- Items are created on order and as part of predictions, before the material is received. <how big of a problem is this?>
Receiving Date
- Future dates exist in the migrated data. Cleanup would be necessary.
- Some campuses report that they do not “use” this date <not entirely clear if this date actually stays null depending on exact processing configuration for print>
Lifecycle
- Filtering on lifecycle will exclude items that were deleted from the repository after the reporting deadline but before the report run date. For example, if a weeding project happens in August and hundreds of print items are removed, a report looking for items created before Jul 1 that runs in October will exclude those items. Even though on July 1, they were still in the collection.

Options Considered

	Option 1	Option 2	Option 3
Description	"Physical Items". "Physical Item Details". "Item Creation Date"	"Physical Items". "Physical Item Details". "Receiving Date"	"Physical Items". xx
Pros	Available at the item level.
Cons	Item records can exist for items that we do not have, e.g. on-order items.	Some campus reps report that this field is not “used.”

Action Log

Action/Point Person	Expected Completion Date	Notes	Status
AASA-PT		Review Draft
AASA-PT	24 Apr 2023	Final Decision