2022-06-30 Resource Sharing Alma Analytics

Attendees

@Linda Michelle Weinberger , Irvine
@Scott Hathaway , Santa Barbara
@Sabrina Simmons , Riverside
@Alison Ray (CDL) , CDL
@Peter Devine , San Diego
regrets: @Sandra Farfan-Gracia , Los Angeles, project lead; @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	deadline now in December, alter our internal timeline?	5			keep internal timeline (end of July checkin)
3	borrowing request lifecycle	results of experiment on ‘statuses borrowing requests go through’	30	Sabrina & Peter	statuses: UCSD“request completed” (after patron received); checked in at lender, still “request completed” → both requests in Analytics UCR: after some time, borrowing request no longer appears in Alma; borrowing request status= “deleted” other statuses important to report?? (maybe not…?): “loaned item to patron”; “Physically recieved by library” → not pertinent to AFN requests	add two borrowing request status to borrowing count filter: “request completed” & “Deleted”	@Alison Ray (CDL) add two borrowing request status to borrowing count filter: “request completed” & “Deleted” NZ report Jun 30, 2022
4	set requirements for borrowing report	what columns are needed? (eg. institution vs library, fiscal year or other time period …) → what would be ‘look’ of completed report			pic of ‘schedule c’ template: from 2020/21 report:	need: sum per inst of digi & physical ; digi +physical total not needed some insts. need borrower library separate, eg UCI Law;	@Linda Michelle Weinberger find param for uci law vs langsan etc @Alison Ray (CDL) make sums for digi & physical for sched c report Jul 11, 2022
5	lending stats	ExL hinted that ‘lending stats' may be in ‘fulfillment’ subject area					@Alison Ray (CDL) attempt to make lending counts in fulfillment area, “match” with lending count borrowing standing on head Jul 11, 2022
6	UCSC ‘guest spot’	decide yes/no/maybe invite UCSC’s proposed ‘guest spot’					ask UCSC for more framing
7	IZ Analytics Settings	what sorts of settings are impacting Analytics? (as opposed to workflows in Alma IZ)	(if time…)		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	seems to put requests in ‘deleted’ status in Alma → configured per IZ; Alma options to run weekly
8	Wrap up	Review actions and decisions	5				next: Alison show updates to reports in NZ; possibly include brainstorming for library units (UCI Law)
9	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? dates (maybe later) → by months for reports
10		Total	x/x