Work Plan

Detailed due dates and sub-tasks: https://docs.google.com/spreadsheets/d/1898iJW7TKo9Zhm6E1fkVtXSCOKuBBkMHO19hYf_evMs/edit?usp=sharing

Deliverable	Due Date	Notes

Deliverable	Due Date	Notes
Survey of current practice. To address charge asking for documentation on: what is currently being counted for annual statistics	Mid February	Finish 10 working days before Analysis draft is complete Campus survey-takers get at least 10 working days to respond to instrument
Analysis of future harmonization options. To address charges asking for documentation or recommendations on: what we need to continue reporting what we can stop reporting, and why what we can do for standardized third-party reporting. Priority: UCOP > ARL > IPEDS > CEAL systemwide harmonization policy + workflows, including testing centralized reporting and analytics service	Early April	Audience is Team members and campus statistics experts
Report and documentation. To address charges asking for documentation and recommendations, including documentation “to guide implementation of harmonized annual analytics reporting in SILS.” Includes Narrative report with executive summary, overview of documentation and recommendations from Charges, and appendix with details. https://docs.google.com/document/d/1pdDtu_c8LJNunCGksDmDjjTB0Z9hdZIPulwhEKo7n40/edit?usp=sharing Wiki decision page(s) that provide high-level overview of documentation and recommendations—the ones that are most useful to library colleagues in the UC system. Decisions	May, 2023	Audience for Report is primarily Leadership Group and CoUL. Audience for Decision Pages is primarily UC Library colleagues, plus other library professionals outside the UC.
Prototype statistical report. To act as initial centralized reporting service for in-scope data elements. Expectation is that further development will happen after this Team’s work is complete.	Before July 1, 2023	Expectation is that campuses will no longer “submit UCOP stats” for in-scope data elements, e.g. counts of physical items. Instead, the prototype report will be provided to campuses for review by local experts who can offer feedback for refinement.

Charges

Shared principles for streamlining annual statistics through the SILS:

We seek to reduce unnecessary manual and duplicative work.
We acknowledge that annual data submissions (whether to a third party or UCL/OP) will continue to require ownership by each campus and involve non-Alma data that is outside of the project team’s scope.
We seek to harmonize how we count and report Alma data for annual statistics (in other words, we will seek alignment and to count the same things in the same ways). UC is committed to use the same reporting/data definitions for all reports.
We view this work as transformational, and a step towards further change and improved data insights through the SILS/Alma.
We affirm that this project’s investigation and technical implementation will likely result in our statistics (i.e., our counts) looking different from prior years, particularly if we successfully realize our shared principles.

Charge and Core Responsibilities

Review and document what annual SILS systemwide statistics need to be reported and how this translates to Alma Analytics.
Document what is being counted for annual statistics for campuses to determine if any data changes are needed in Alma.
Recommend what annual statistics should no longer be reported out and why, e.g., no longer of value or not viable to get from Alma.
Determine what is possible within the current SILS infrastructure for standardized annual reporting for UCOP, ARL, and IPEDS, CEAL (priority order). Including counting and reporting the same thing for all submissions.
Recommend systemwide analytics harmonization policy, including a centralized reporting and analytics service.
Test analytics harmonization workflows and output in SILS.
Establish documentation to guide implementation of harmonized annual analytics reporting in SILS.
Provide input on determining structure to support the next steps for Alma Analytics across SILS.