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Attendees

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
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??

  • Peter (non-deletes) & Sabrina (yes-deletes) will try out ‘fake’ borrowing request lifecycle (report back on 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)

7

Wrap up

Review actions and decisions

5

8

Parking Lot

Capture important topics for future discussion

9

Total

x/x

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