2023-04-05 CDLNZ-PT Meeting Note

Facilitator intro

Meeting time change: 11:00-12:00

Check updated invite for zoom link.

Updates

Analytics Work

• Look at the current report prototypes. What is most useful?

• Are there additional reports that would be helpful either for CDL or campuses?

• Tips:

  • Filter funds in reports to allocated funds (helps with formatting)

  • sometimes fewer columns is better in the report

  • verify your data in multiple ways to ensure you’re getting correct results

  • Reminder: Lisa Wong’s study hall Friday’s at 1pm

  • Don’t combine subject areas. The joins do not work correctly. Try starting in e-inventory which has some Acq data.

  • MAX(RCOUNT(1)) - count of how many lines in the report

• Idea for reports:

  • Expenditure per vendor across the entire system (not just CDL) - would need to compare with IZ reports to review for accuracy particularly for variations of vendor records (noting data caveats from testing).

  • Expenditure per vendor (just for CDL). Ex: What are all of our Ebsco orders to renew throughout the year?

  • Start working on a report from e-inventory that links collection / portfolios to POLs

Next Steps

5

Thursday: Look at timeline and look at POL project

Parking Lot / Overflow

Future Analytics Reports:

• Payment Documents (one per resource)

  • including historical information of payments on a resource (a POL), their past cost share percentages & dollar amounts, and increase % history

• Expenditure Reports (resources paid within the month - one per campus)

• Quarterly recharge (one per campus)

• List of orders and connected collections

For reference: Out of Office/Vacation Schedule