ULMS Assessment & Analytics : 2018-12-13 Meeting notes

Date

13 Dec 2018, 2-3pm

Participants

Discussion topics

Item	Presenter	Notes
CSU+ Dashboard	Nikki	Per the request of spme RSFC members Nikki will work on adding date prompts to the last three tabs of the dashboard and then put forward to the requesters to see if this hits the mark.
Targeting failed/immediately cancelled CSU+ requests	Natalya	At San Marcos we are using the CSU+ failed borrowing requests (formerly called “CSU+ immediately cancelled borrowing requests”) report, to spot configuration issues. Made up a widget to show on Alma login screen Requests at San Marcos typically fail because the CSU+ request link appears where it shouldn’t (ex: when no holdings exist). We’ve made some changes and have noticed a decrease in the number of failed requests. Typical workflow: failed request spotted, reported to Lauren M. who generally ferrets out why it failed and fixes the issue. Natalya will start to log the titles of these requests and what Lauren does to fix it Also updated Primo scope from 01CALS to 01CALSPrint and it decreased the number of ebooks (or other things that don’t have holdings) available at other campuses being ordered through CSU+
Collection Development task force update	Nikki	Amanda from Bakersfield chairing the collection development task force Creating a CD toolkit using analytics data - content is pretty nicely built out for the IZ but the NZ reports related to resource sharing might end up being incorporated into the toolkit. Reports with a lot of custom data can be difficult to include in a dashboard without a prompt, hence the creation of a toolkit that walks people through developing their own reports. Task force has no website yet - forthcoming Probably will have toolkit done by June-ish
Requested too long report	Mallory	There’s a batch of requests at SJSU, Pomona and Bakersfield in this report from 12/6 that have status “created borrowing request”. Why are they there?
New projects	All	No requests for anything specific from RSFC or from the greater CSU+ community so we will choose what to work on next. Cost per CSU+ transaction - Published data is old and based on small sample sets. Would be best to have our own calculations instead of using these. Mallory and Joanna will work together on this Titles or subject areas repeatedly borrowed through CSU+ Nikki will work on this What titles or subject areas are being borrowed via ILLiad instead of CSU+? Third bullet point is interesting and has a connection to the shared print initiative. but could be particularly tricky as it requires information from outside of Alma Natalya will work on this. Requests not picked up Are there visible trends in these numbers? Does any campus have a particularly high pick up rate? Nikki drafted a report but needs feedback about what other information would be useful. Nobody assigned to this one

Action items

Natalya will start to log the titles of the failed CSU+ requests received and what Lauren M. does to fix it
Mallory DeBartolo (Unlicensed) e-mail blast to see if anyone is receiving CSU+ requests for items without holdings (like e-books). If so we can advise to update Primo scope from 01CALS to 01CALSPrint.
Mallory DeBartolo (Unlicensed) look at “created borrowing request” report in the CSU+ folder to see if requests with that status are still stuck.
Mallory DeBartolo (Unlicensed) and all - what would be useful to include in the requests not picked up analysis?
Natalya - analyze ILLiad vs. CSU+ borrowing
Nikki DeMoville (Unlicensed) - titles or subjects repeatedly borrowed via CSU+
Mallory DeBartolo (Unlicensed) and Joanna - cost per CSU+ transaction
Brian Moore (Unlicensed) - what do you want to work on next?