2023-06-12 10 am AASA-PT Meeting Notes

Attendees

CDL @Daisy Nip
CDL @Danielle Westbrook
CDL @Gem Stone-Logan
Berkeley: @Chan Li (Steering Committee)
Davis: @Alison Lanius
Irvine: @Ellen Augustiniak (Steering Committee)
LA: @John Riemer
Merced:@Sarah Sheets
Riverside:@Michele Potter (Steering Committee)
Santa Barbara: @akshayagrawal
Santa Cruz:@Lisa Wong

Regrets

San Diego: @Heather Hernandez (Unlicensed)
San Francisco: @Susan Boone

	Item & Desired Outcome	Time & Facilitator	Notes	Decisions	Actions

	Item & Desired Outcome	Time & Facilitator	Notes	Decisions	Actions
1	Record Review previous notes and tasks	5m - Ellen	Everyone should have received Friday 6/9 email to SILS Cohort list; subject = “SILS membership transition: response needed by June 16th.” Includes an overview of process to rotate off.
2	Prototype Review https://docs.google.com/spreadsheets/d/1IBV9tKyvO3xq-UZeuLoeEViSmBwgp2YO/edit#gid=545327237	40m - @Daisy Nip	Review and discussion: We can include high-level summary tables, where possible, for each sheet - to make the data more user friendly. (Though we should still provide the detailed data tables, as well.) Some formatting clean-up is still needed. Folks can/should be consulting with their local experts as we go; when we export the data in early July (“for real”), if there is a strong need to revise a query for the 22/23 export, then we can do that. We should also expect to do some iteration/changes for reporting 23/24 (next year). Withdrawn by FY is impacted by the broader date issues noted earlier (per 05/30 decision, Withdrawn counts will continue to be reported for FY22/23). Daisy still needs to incorporate UCI stat note to reflect withdrawn materials. Many thanks to Daisy for all of her hard work!!	Decision: It’s unnecessary to track in-house use as part of annual stats. Agreement to delete. Decision: Schedule E (circulation) should remain by the current FY only (this schedule should not report cumulative physical circs). Decision: “Available elsewhere” for Schedule A Electronic should be removed (it is a necessary component of the query design; but in the export, it should be hidden or manually removed).	If there are any other campus query customizations needed, please send those to Daisy asap. @Daisy Nip will update the prototype and will re-share, for review next week. @Ellen Augustiniak , @Daisy Nip and @Lisa Wong will check whether NZ queries can be shared for folks to view/run. (Besides UCB and UCLA, NRLF and SRLF holdings won’t be viewable unless the query is run at the NZ.)
3	Wrap up - Review actions and decisions	2m @Danielle Westbrook
4	Parking Lot - Capture important topics for future discussion