2022-06-16 Resource Sharing Alma Analytics

Attendees

@Linda Michelle Weinberger , Irvine
@Scott Hathaway , Santa Barbara
@Sabrina Simmons , Riverside
@Alison Ray (CDL) , CDL
@Peter Devine , San Diego
Debbie Cox, San Diego “guest spot” (@Peter Devine )
@Sandra Farfan-Gracia , Los Angeles, project lead
regrets: @Patrick SHANNON (Unlicensed) , Berkeley

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Record the meeting	remind Alison to record meeting	1	Alison
2	re-evaluate timeline in light of ucop stats timeline	change deadline of ‘phase 1: schedule c’ in light of early October ucop deadline	10	SFG	end of summer? some (many) UCs have additional layers/hoops to get whole schedule c ready; b4 labor day? escalation contact for ucop stats: Danielle Watters-Westbrook	change phase 1 ‘alma schedule c support’ to July 28	put project RS Analytics checkin (phase 1) on July 28 agenda Jul 14, 2022@Alison Ray (CDL)@Sandra Farfan-Gracia
3	Roll up of ExL SF cases on wiki	add relevant tickets to wiki page (in this space)	5			place SF cases into wiki page (Related to this project) & put RS OST email in case contact
4	review borrowing reports	what’s status? what’s needed? what’s next?	20		question, getting away from Analytics: what do ‘filled’ requests look like at your campus? eg. are they all in ‘deleted’ status? → what criteria would make sense for your campus? UCR: on hold shelf: request is complete, but then disappears ?? what happens to these request + its data (in particular status) after transaction complete done (eg. checked back in at lender)? → is this different per IZ ?? what’s happening with completed borrowing requests? if they’re completed+deleted in Alma IZ are they still in Analytics?? Statuses included in UCD’s filter: deleted, request completed, loaned item to patron, physically received by library		Peter (non-deletes) & Sabrina (yes-deletes) will try out ‘fake’ borrowing request lifecycle (report back on Jun 30, 2022 meeting)
5	lending stats???	Alison show ‘standing on head’ way of getting lending stats from borrowing report any progress in getting ‘real’ lending stats report?	10		open q: since ‘standing on head’ would have to be run by SOC (CDL), how would data/report results be distributed?	‘real’ lending stats dependent on getting dependable borrowing stats
6	IZ Analytics Settings	what sorts of settings are impacting Analytics? (as opposed to workflows in Alma IZ)			Anonymization docs from ExL: Anonymizing Analytics Reports Details - hides contents of ppi user fields in analytics (data still exists, reversible) configuring fulfillment anonymization job - remove borrower name & id from transaction history (data scrubbed, not reversible) SUNY guide ('clean up' jobs & ‘remove request' steps may put requests into ‘deleted’ status): https://slcny.libguides.com/training-resource-sharing/maintenance
7	Wrap up	Review actions and decisions	5
8	Parking Lot	Capture important topics for future discussion			since ‘standing on head’ would have to be run by SOC (CDL), how would data/report results be distributed?
9		Total	x/x