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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

set requirements for borrowing report

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

Linda Michelle Weinberger find param for uci law vs langsan etc

Alison Ray (CDL) make sums for digi & physical for sched c report

10

Sandra

3

lending stats

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

10

Sandra

4

UCSC ‘guest spot’: ask UCSC for more framing

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

10

Sandra

5

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

6

Wrap up

Review actions and decisions

5

next: Alison show updates to reports in NZ; possibly include brainstorming for library units (UCI Law)

7

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

8

Total

x/x

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