ULMS Assessment & Analytics : 2024-10-03 Meeting Notes

(blue star) Date

, 2-3pm

(blue star) Participants

(blue star) Goals

(blue star) Discussion topics

Item

Presenter

Notes

Announcements

Jung Ah Lee

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

    • Next meeting Nov 7th.

  • 1st Wednesday at 2 PM will be our regular open forum time.

    • First open forum Nov 6th.

  • Google drive (folder) - https://drive.google.com/drive/folders/1z7KN14ijulhoLRP0wd8JbhqAeW2K0gQt?usp=sharing

    • Most members confirmed that they have access.

    • A “working” folder. Anything final should be posted here on Confluence.

    • A shortcut to last year’s documents has been added. Need to work on copying the actual files onto the “drive.”

  • Vice chair - Any interest?

  • NZ Alma Analytics access?

    • For NZ Alma Analytics, you first need a login to NZ Alma. URL for NZ Alma is different from your institution’s Alma. - https://csu-network.alma.exlibrisgroup.com/mng/login

    • Christina is out, returns 10/10. Before then, if you need a login to NZ Alma or need to reset the password, email library@calstate.edu.

    • To run the Analytics usage tracking dashboard and some of the reports for ACRL, you need to login to NZ Alma analytics.

  • ULMS Analytics listserv

  • Helping people asking for help on the #analytics slack channel and ulms-analytics listserv is one of the things that we do as a committee. If you are available and knowledgeable for any questions on those two channels, please help.

  • Alma analytics listserv - analytics@exlibrisusers.org

Upcoming/past Training/webinars

Jung Ah Lee

Open Forum


  • Open forum date again is Nov 6th at 2PM.

  • Jung Ah will put together an agenda and send out an invite for the Nov open forum to ulms listservs.

  • Agenda

    • Recent analytics releases - ULMS Assessment & Analytics Open Forum November 2024 - Google Slides, only the highlighted parts will be announced (presenter: Jung Ah)

    • Highlights from Alma Analytics: Become an Expert sessions 1-4 and related tips & tricks. (presenter: Jung Ah, no other volunteers)

    • No other topics were proposed for this open forum.

  • We do not need a planning meeting for Nov open forum.

  • Elizabeth volunteered to present on ACRL for our December open forum.

    • At our next meeting, we will look at the last year’s open forum presentation from on ACRL.

    • During Dec open forum, we will need to remind people about NZ analytics.

ACRL survey?

CSU Analytics Consortial Folder Clean-up

  • https://spaces.calstate.edu/wiki/x/JYB1t

    • There were no questions.

  • What’s been done so far:

  • How to proceed, how to look up usage

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

      • Reminder: deleted reports are included

      • Design Analytics role was added to the Analytics usage tracking dashboard as an object so that everyone in the committee can access the dashboard from Alma menu.

        • Go to Alma > Analytics menu > Shared with Me > locate the dashboard > click on the View full report button.

    • Trying to take on a top down approach to avoid having to look up usage for individual reports as much as possible.

      • We can deliver the usage for all subfolders and reports within a folder to the owners of the folder and let the owners know that the ones with no usage in the past 24 months will be deleted.

    • Announce to the listserv and the Slack channel on what is being reviewed for deletion and move them into Review for Deletion folder.

    • List everything that we delete or decide to keep after review under the appropriate tabs on CSU Analytics Consortial Folder Review History.

      • Jung Ah to add Deleted 2024-25 tab.

  • CSU Analytics Consortial Folder Review History - Under Review tab - Folders that may require moving. These folders are directly under the California State University Network folder. This does not follow the current policy. Should these be moved to the Reports folder or should we update the policy?

    • Rapido - Moving reports that the dashboards point to will break the dashboard. So we will make changes to the policy to note one special exception for this folder but any future folders should be under Reports.

    • CSU+ - Laura will contact Chris Lee regarding this folder with a report on usage of this folder attached. Jung Ah will also follow the same email thread to ask about any reports under the Rapido folder that could be deleted.

    • Review for Deletion - We will keep this folder at the top level (where it is right now.) The folder should be named in the policy. We decided that we will move the folders being considered for deletion into this folder and wait 6 months after that before actually deleting the folder. We will make changes to the policy to reflect this.

      • Once changes are made to the policy, the updated policy will be posted to the listserv and Slack.

  • CSU Analytics Consortial Folder Review History - Under Review tab - Folders that were marked for deletion but did not get deleted.

    • Summer Meeting, CalState Testing Procedures, Reports from ULMS August 2019 meeting at CO

      • Jung Ah will post about these folders on the listserv and Slack and move the folders into the Review for Deletion folder.

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

Wiki/confluence cleanup?

  • Functional committees and task forces are not current.

    • We briefly went over how this is something that we could tackle this AY if time allows. We need to talk about it more if anyone is interested in taking this on.

(blue star) Action items

  • Changes to make to the https://spaces.calstate.edu/wiki/x/JYB1t
    • Note one special exception for that we are making for the Rapido folder not being under the Reports folder. Also note that all future folders should be under the Reports folder.
    • We need to note in the policy that the Review for Deletion folder is where we will move the reports/folders that are being considered for deletion. We will wait 6 months after contacting the owners and/or posting on the listserv and the Slack channel before actually deleting the reports/folders.
  • Jung Ah will post the updated policy on the listserv and the Slack channel.
  • Laura will contact Chris Lee regarding the CSU+ folder.
  • Jung Ah will post about the folders that we’ve deiced to delete at this meeting on the listserv and the Slack channel.

Once changes are made to the policy, the updated policy will be posted to the listserv and Slack.

(blue star) Decisions