2022-08-19 Systems Minutes

Owned by Lauren Rupert
Last updated: Jul 19, 2023 by Rebecca Pearson
3 min read

Attendees

Regrets

Action Items

@Rebecca Pearson and @Lingling Jiang to add the links/paths to individual reports to the found reports to the Shared Reports Research Spreadsheet for @Jennifer Mo (Unlicensed) to refer to.
@Jennifer Mo (Unlicensed) to add new reports identified by @Rebecca Pearson and @Lingling Jiang to a “Shared Reports” folder; these reports can be modified at a later date. However, they are meant to reflect, as best they can, the reports currently run by CLO
Everyone to read the feedback posted by Amanda Van Mierlo and be prepared to discuss at the next meeting - Re: 2022-08-19 Systems Agenda | Comment

Discussion Items

Update from the ISC

Implementation Steering Committee: This group is researching replacements for the Basecamp platform to allow colleges to continue communicating on a one-on-one basis. This replacement will act as a temporary solution, or “stop-gap”, before a more permanent solution is introduced at a later date. We encourage everyone to vote on which platform would be best suited for the interim use of the committees: https://forms.office.com/pages/responsepage.aspx?id=tAn_DF4wiEyykX-d8Bj00J1Rn24IwrVAvGDndyfDB1pUMDRDWU41UUZMTklHUTQyM0JQTkVYRUJINS4u

Metadata and Cataloguing Subcommittee - CLO metadata standards (25 material type standards) - insane spreadsheet - being made into a LibGuide that is consumable. bring up the level of cat standards in the consortium. Also working on Workflow (import profiles, stand-alone records) in line with their CLO Metadata standards

User Experience Subcommittee - The user experience subcommittee has reached a decision on how to support the Decolonizing the College Catalogue Committee and the Indigenous Matters committee. The UX subcommittee is working on a list of LCC subjects that can either be edited or deleted in Primo VE. The subcommittee will be releasing a briefing note for guidance. The list of terms being provided by the subcommittee are a starting point and are by no means definitive, nor are they being recognized as the ‘most important terms to be corrected. The subcommittee is also preparing a briefing note regarding resource sharing though this is in the preliminary stages.

Update on Analytics Report Research

Update from Lingling:

  • Reports to display “Annual Counts” are available - with the option to select/review a specific year

  • A report/dashboard to display information like loans, in-house usage, renewals, overall circulation statistics, etc. is available

  • Reports to display “Items Loaned by Patron Group” are available

  • Reports to display “Patron Physical Requests by Year” (trending analysis) are available

  • There are other reports available in addition to the above mentioned

  • All of the above reports can be modified to allow the “annual period” to match the needed dates of the CLO reports

Update from Rebecca:

  • Many of the inventory questions can be answered by looking at the “physical” and “e-inventory” dashboard

  • There are inventory “issues” when one is not connected to the Network Zone - there are two features that have to be enabled to properly connect to the Network Zone

    • To receive reports mark the “Analytics Catalogue Available” as “true” (*INFORM*)

    • To see full inventory options mark “Analytics Network Inventory” as “true” - this will allow you to see other institutions' inventory (mostly e-inventory) and they will be able to see yours as well. Doing this will allow you to receive fuller/more accurate inventory reports

    • Turning these two things on does NOT change the dashboard in the sense that it continues to display only resources relevant to your institution.

Other:

  • ACTION ITEM: @Rebecca Pearson and @Lingling Jiang to add the links/paths to individual reports to the found reports to the excel spreadsheet for @Jennifer Mo (Unlicensed) to refer to.

  • ACTION ITEM: @Jennifer Mo (Unlicensed) to add new reports identified by @Rebecca Pearson and @Lingling Jiang to a “Shared Reports” folder; these reports can be modified at a later date. However, they are meant at the moment to reflect, as best they can, to the reports currently run by CLO

  • Future Action Item: to begin a briefing note to inform colleges on setting recommendations for report access.

Feedback on Sandbox Management Guidelines (Deferred)

  • The committee began addressing feedback presented by Amanda Van Mierlo. The discussion had to be cut short due to time constraints.

  • ACTION ITEM: @Everyone to read the feedback posted by Amanda Van Mierlo and be prepared to discuss at the next meeting - Re: 2022-08-19 Systems Agenda | Comment

Rescheduling Sept 2 meeting

  • The next meeting of the System, Analytics, and Data Subcommittee will be on August 26th at 11 am

Any other items

Parking Lot Discussion Items

  • Be aware that eResources activated in NZ or IZ should not affect colleges' ability to pull eResources data in Alma Analytics. Tests may be needed to make sure eResources-related reports work as expected.

  • Discussion of role of the SAD subcommittee post Go Live. See Orbis Cascade Alliance Systems Committee for an example: https://www.orbiscascade.org/programs/systems/documentation/