2022-07-14 Resource Sharing Alma Analytics

Record the meeting

remind Alison to record meeting

1

Alison

UCSC ‘guest spot’: ask UCSC for more framing

decide yes/no/maybe invite UCSC’s proposed ‘guest spot’

10

Mallory

benefits:

more ability for campuses with fewer human resources to participate

boundaries:

no decision making done in subgroup (proposals & decisions sent to main RS OST)

just for ‘phase 1’ of RS Analytics PT

Run proposal by larger RS OST for yes/no

set requirements for borrowing report

@Alison Ray (CDL) add two borrowing request status to borrowing count filter: “request completed” & “Deleted” NZ report Jun 30, 2022

@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

10

Alison

is borrowing report ready to get feedback from RS OST?

Do other sites need to split libraries within institution?

go ahead & preview to RS OST & ask if other campuses need to split within institution (eg. law vs not-law)

next step: distribution of reports (widget?)

lending stats

@Alison Ray (CDL) attempt to make lending counts in fulfillment area, “match” with lending count borrowing standing on head Jul 11, 2022

10

Alison

logistically getting onto monthly UC/Exl support meeting: July 18 or Aug 15

escalate ticket with ExL inside salesforce & send note to UC side of ExL/UC meeting

‘reversed engineered lending report’ pathway

• finalize report → wait for final borrowing report

• figure out distribution method for this year

  • what format should SOC export report?

  • where should those reports be dropped? (google drive - not another option)

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

Wrap up

Review actions and decisions

5

next meeting (28th)

project checkin (timing, take extension??)

go over feedback from RS OST 27th

alison give any updates about escalation

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

x/x