2022-04-27 meeting notes
Attendees
@Patrick SHANNON (Unlicensed) , UC Berkeley
@Jason Newborn , UC Davis (vice chair)
@Linda Michelle Weinberger , UC Irvine
@Demitra Borrero (Demitra Borrero), UC Merced
@Sabrina Simmons , UC Riverside
@Mallory DeBartolo (Unlicensed) , UC Santa Cruz (note taker)
@Peter Devine , UC San Diego
@Scott Hathaway , UC Santa Barbara
@Ryan White , UC San Francisco
@Alison Ray (CDL) , California Digital Library (chair)
regrets: @Sandra Farfan-Gracia , UC Los Angeles
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
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1 | record meeting | make sure Alison records meeting | 1 | Alison |
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2 | User blocks on consortial level | Joint project team with Fulfillment. survey of who’s interested & available? Fulfillment OST 4-25-2022 Meeting notes; Google Drive Testing meeting recordings: https://drive.google.com/drive/folders/1c8-PK6XAzCd4nKPbvHlzZHKQpw2dmNKu
| 7 | Linda Michelle | small smattering of people looking into how consortial blox would/could work: BUT found that blox don’t work as we need (at checkout time, but not blocked for requesting AFN) less than ideal for UC: AFN items arrive but patron can’t check out item when it arrives. goal for subteam (cross btwn F & RS OST, coleads: Linda Michelle & Sahra): how to get consortial blox better, at earlier point in process subteam would do research & make rec, then whole OSTs would consult and/or vote | need 1-2 volunteers from RS OST
| Those volunteering for subteam, review the previous notes (link on agenda) |
3 | Identify priority of specific reports | Goal #1: Recreate “Schedule C” statistics Goal #2: Make a copy of ILL reports in Alma. Question: Who uses the ILL reports in Alma? (which ILL reports are most crucial for first phase) | 15 | RS Analytics Sub-sub-team | from ILL reports, “schedule C Workbook”;
| PHASE ONE: Monthly stats (feed into schedule C): counts of borrowing fills & lending fills THEN: create an “Alma Data Schedule C” report to support creating schedule C (annual stats coming up) |
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4 | Resource Sharing Alma Analytics Project Timeline | Dependent on UCOP stats deadline- as of April 6th there is no official deadline |
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| Five months for Phase One (October 31st). |
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5 | Next steps: action plan to create reports thinking about how to share templates (for later) |
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| Alma Analytics Subject Areas (ExL Documentation) Go for ‘too many’ params than too few Make SF cases to ExL if need help! | try out creating the reports & then share back with group |
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7 | Wrap up | Review actions and decisions | 5 |
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8 | Parking Lot | Capture important topics for future discussion |
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| Next Tipasa Two-wednesday discussion: think about what a meeting with OCLC might look like. What would be included in that meeting agenda? May 11, 2022 ‘pu anywhere exceptions’: review shared messages, what would be next steps Adding UCs into the automatic rota in WSILL - what do we think of this? Is it helpful in filling requests that fall out of the AFN? (Mallory) Why do some digitization requests go to the “Digitization Dept for Institution” queue? It means they can’t get filled in Alma and then get kicked out to VDX - see 4/6/22 meeting notes for more info. (Scott) AFN Courtesy Notices (may relate to ‘haromization of notices’ in work plan) from the other campuses give links to renew items that are for their own campus and not the actual patron’s campus. This is not helpful to the patron. Is there a better harmonized language we should use instead directing them to their own UC Search account? Or different links? (Peter) May 4, 2022 |
| @Alison Ray (CDL) put Peter’s topic on agenda May 4, 2022 |
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| Total | x/x |
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