ULMS Assessment & Analytics : 2024-09-16 Meeting notes

Item 

Who & Time

Notes

Introductions

Everyone (10 min)

• Name, institution, title/short description of your role

• Your experience with analytics/data processing

• Your personal goal as a member of the committee for this AY

Announcements/ Reminders

Jung Ah Lee (Unlicensed) (10 min)

• Vice chair -Please email Christina Hennessey if interested.

• 1st Thursday at 2 PM will be our regular monthly meeting time for the rest of the AY.

  • https://docs.google.com/spreadsheets/d/14tkjOh8Er9rD69V3wUNtmQolkqj0n-QmY_nV44YwIRI/edit?gid=0#gid=0

• https://spaces.calstate.edu/wiki/spaces/ULMSR wiki/confluence

  • 23/24 Meeting Notes

  • The open forum notes are also listed on the above page. These notes have the recordings and the slides from the open forums.

• ULMS Analytics listserv - ulms-analytics@lists.calstate.edu

  • Listserv Info

• Slack #analytics channel

• Google drive for each ULMS committee coming soon.

• The possibility of becoming a development partner for Collecto is being considered.

Updates/highlights from IGeLU 2024 Conference

Christina Hennessey (5 min)

• New Discovery Experience & Mixpanel

• https://knowledge.exlibrisgroup.com/Primo/Product_Materials/001_Next_Discovery_Experience_(NDE)/User_Engagement_Analytics_-_Mixpanel

• https://files.mtstatic.com/site_11811/174196/0?Expires=1726527372&Signature=rNY99bBleoH3QgEPig4zWntvj5qavAbBd23i8k3HAJNh4-xlLp14zoRjoY2~GS4HGF1yK6DEzvrsHYFD4~5~EJslFrxq57KvByHjmNRfWF-JfVJogbxWaRaZ7Tu5JVSdtqGFPkanmH9gEdUxvnaPvpI0KIjuQAoqHDP5wc2ZxQg_&Key-Pair-Id=APKAJ5Y6AV4GI7A555NA

• 2 new subject areas will be added to Rialto

Upcoming training

Jung Ah Lee (Unlicensed) (5 min)

• Alma Analytics: Become an Expert

  • 8 webinar sessions, each 90 minutes

  • First one on September 18th

  • See Alma Analytics: Become an Expert - Ex Libris Knowledge Center (exlibrisgroup.com)

• Data Analysis with Python and SQL parts 1 & 2

• Past training recording shared by Laura - SUNY workshop OpenRefine for Collections Data.

New analytics releases

Jung Ah Lee (Unlicensed) (5 min)

• Alma Release Notes 2024

  • Created a list in ULMS Assessment & Analytics Open Forum October 2024 - Google Slides, from slide 4.

• Alma Roadmap Highlights: 2024 - 2025 Analytics and Insights

  • 2024 H2 - COUNTER 5.1 compliance

    • Maybe a presentation topic for an open forum?

Agenda for the academic year

Everyone (10 min)

• Analytics Consortial Folder clean-up

  • See below.

• Open Forum

  • We will try to hold open forums monthly but cancel if not enough materials to present.

    • A survey will be sent based on 2nd best dates fromhttps://docs.google.com/spreadsheets/d/14tkjOh8Er9rD69V3wUNtmQolkqj0n-QmY_nV44YwIRI/edit?gid=0#gid=0

  • Goals of Open Forum

    • Share upcoming webinars/training/conferences

    • Review new releases on analytics.

    • Highlights from past webinars/training/conferences

    • Share tips & tricks on analytics - functions, regular expressions, etc.

    • Showcase your own or review a publicly available dashboard/report.

    • Christina brought up that some of the small CSU’s may not have SUSHI setup and could benefit from another presentation. A 2nd SUSHI presentation that focuses on how to view the data harvested in analytics is possible to do.

    • Laura shared that it’d be helpful to provide tips on how to troubleshoot error messages in the SUSHI job report at one of the open forums.

    • Elizabeth shared that it would be helpful to do a refresher session on ACRL survey in Nov/Dec. Christina will find out whether the survey is being discontinued.

CSU Analytics Consortial Folder Clean-up

Jung Ah Lee (Unlicensed) (10 min)

• CSU Libraries’ Alma & Primo Analytics Consortial Folder Policy

  • Presented & opened for feedback at the open forum on 4/25/2024. There was no feedback received from anyone outside of the committee.

  • Finalized & posted on the wiki on 5/31/2024

• What’s been done so far:

  • CSU Analytics Consortial Folder Review History

• What are the next steps?

  • What to do with folders such as Rapido that are at locations that currently don’t follow the policy.

  • Folders that were marked for deletion but did not get deleted.

  • Any folders that you’d like to tackle next?

  • Discuss more in detail at the next meeting?

• Available tools and helpful documents

  • Analytics usage tracking dashboard - /shared/California State University Network/Dashboards

    • We noticed last year that there’s no field that shows whether a report still exists or has been deleted.

• Other related topics

  • Protecting certain sub-folders under the Consortial folder by Removing Delete Permission in Alma Analytics

  • Ticket to Ex Libris?

Other topics?

Everyone (5 min)

• Opening up NZ analytics to more people?

  • At SJSU some librarians have started weeding project. More may join. # of physical copies within CSU’s is one of the data that is being requested for weeding projects.

  • Would we consider opening up the NZ analytics to analytics consumers? Maybe a shared account per CSU?