2022-09-08 Resource Sharing Alma Analytics

Attendees

@Linda Michelle Weinberger , Irvine
@Scott Hathaway , Santa Barbara
@Sabrina Simmons , Riverside
@Alison Ray (CDL) , CDL
@Patrick SHANNON (Unlicensed) , Berkeley
@Sandra Farfan-Gracia , Los Angeles, project lead
@Peter Devine , San Diego
Dawson Kelly, UCSC guest

	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	UCLA guest spot?	add UCLA guest to RS A PT	5	Sandra			@Sandra Farfan-Gracia send email to RS OST to have UCLA guest spot on RS A PT
3	borrowing request report	what to do about borrowing requests? use as-is? take a %age of possibly included canceled requests?	10	All	Alison asked SB (ExL) when requests go into complete or deleted & how lender is impacted in canceled states ucsc requests only complete when requests hit hold shelf; don’t manually set to complete irvine believes that canceled requests aren’t currently in completed status santa barbara doesn’t manually complete	take numbers in borrowing report as is
4	lending request report (reversed in the NZ)				DK shows physical lending report; in “physical items historical events” subject area multi volumes may create discrepency in borrower/lender request counts (Eg. 1 borrower request, 3 lending request) Digitization requests are lower than physical - is expected (typically lower; AFN preferences physical	make lending reports ‘look’ more like ill reports schedule c thingy; Alma report templates: put them in the UCS shared Analytics folder	@Alison Ray (CDL) filter reversed engineered borrowering report; just 21/22 FY & just digitizations requests Sep 19, 2022
5
6	Wrap up	Review actions and decisions	5			next time: follow up on anonymization mitigation report status discuss ucop stats delivery project lead hand off
7	Parking Lot	Capture important topics for future discussion			since ‘reverse engineered’ would have to be run by SOC (CDL), how would data/report results be distributed? dates (maybe later) → by months for reports
8		Total	x/x