| 2 | Zoom Meeting with Steven Burke (ExLib) | Investigating Statistical User Categories as a possible solution to getting better stats, especially missing lending digital request information. How would we go about implementing and testing this feature? (Maybe see a live demo/screen shots of how it looks and works?) What Alma user roles are needed to implement? Where does the statistical category information appear in analytics? (what subject areas & what fields inside those areas) How could we undo the categories if we found negatives consequences? Impact on other Resource Sharing methods (for example Peer 2 Peer - same problem of missing lending info with this?)
| 45 | All | How would we go about implementing and testing this feature? (Maybe see a live demo/screen shots of how it looks and works?) ExL Documenation → includes link to doc with screenshots; everything available in Alma staff interface & available in Analytics next day; testing suggestion: try it out & see, should be benign PD: what are risks of doing in prod vs sb? ; SB: stat categories just data, not functional, like tags. low risk to do in prod (note there are no analytics in sb) JN: testing to make sure stat cat goes from IZ patron to Network patron record?; would jobs for network users be needed? what is expectation? If not, would ExL extend Alma?(SB: good enhancement suggestion) → SH check & user cat not coming through rn SS/AMR: could we configure what data is shared to network record? (not every single stat cat needed on network user) SB: stat cats don’t go automatically to network users; unknown: what’s shared & what is available in analytics SH: could stat cat get added only to network user? SB: good idea to explore once framework is set up JN: what kind of jobs could we use to get this data in? SB: suggests for category of ‘home inst’, in analytics all linked accounts show linked accounts & what category, then create job to add category (will supply more details via email) → can find ways, won’t be fully automatic SB: user stat cat only in Analytics, not viewable in Alma, user stat cat not anonned; JN: need to get user stat cat onto network user stat cat, v. interested in SB’s suggestions
What Alma user roles are needed to implement? Where does the statistical category information appear in analytics? (what subject areas & what fields inside those areas) How could we undo the categories if we found negatives consequences? Impact on other Resource Sharing methods (for example Peer 2 Peer - same problem of missing lending info with this?)
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| 4 | Bike Rack | Capture important topics for future discussion | | | Other reports (besides Schedule C) we will need from Alma (look at VDX/CDL run reports for ideas?) dates (maybe later) → by months for reports pick up from hold shelf rate for AFN items (from borrower side…) | | |