TUG Stats & Reports Winter Meeting

January 27^{th, 2009} 09:30-11:30

Room 428 Porter Library, University of Waterloo

Minutes

A. Approval of Minutes from last meeting.

The minutes of September were approved.

B. Approval of Agenda

The agenda was approved as circulated with the addition of item I, “Next meeting.”

C. Presentation of UW desk stats database (Jonathan Sutherland)

The database was created as a resource to evaluate reference interactions. It is an access database. It does not include location questions. Questions are categorized as: simple, complex, referrals and electronic, directional, computer problems and tech support.

Statistics from the database are currently exported to the excel spreadsheet where other UW reference departments manually enter data. UW refstats powercube is currently built from the excel spreadsheet. The result is that legacy categories overtime can be maintained. The database mirrors the Warner model of categories: non-resource based, skill-based, strategy based and consultation based. The type of referrals includes: chat, face-to-face, info desk, liaison email, liaison phone, and email.

UG is exploring a different software solution to collecting public service statistics. The CCS department has purchased Footprints to track IT help desk inquiries and “tickets.” The cost for the year is $600.00. The initial license was $1200. UG will develop in-house development expertise for this software. They are hoping to link this software with the central LDAP directory and other external data sources, such as the registrar, to imbed personal information (undergrad, grad, faculty, and other statuses) with their reference referrals. The personal data will not be stored once the information is captured. It is hoped the solution would help to create a multi-faceted push approach to enable managers to view and maintain statistics at the click of a button. A report could very well incorporate statistics from other data sources, such as HR. In the immediate future, the Footprints database is being looked at as software that could be used to help collect and analyze user questions at other information desks. It was noted that UW and WLU are also categorizing questions users ask at their Information desks as well.

D. Verdi has stopped development on Acquisition data moving to ERM (Electronic Resource Management). The line item level is not meaningful. The order level is not captured in Verdi. Each TUG library has had to develop their own in-house reports to export data from Verdi. It was mentioned that OCUL be approached for funding for a tech position as there is no funding for counter compliancy stats for Scholars Portal at this time. Action: Since Verdi is an OCUL initiative and since Ron is the point person for OCUL SFX, he will initiate discussions at the appropriate levels. Also, Carol will bring the Verdi issue to a TUG IR meeting.

E. Business Arising and Announcements

1. Library Data mart update at UG (Ron)

Approximately 20 interviews were conducted to get a sense of data needs. Cognos 8 interfaces will be developed. There will be report developers and user licenses. The end result will be a datamart that will include data from all kinds of sources and programs. Bill Halahan is very much involved in the Cognos 8 development at UG. Gail and now Don will also have the opportunity to continue or be trained in the Cognos 8 development area pending a Cognos license review to include UW and WLU.

F. UW/TUG test and production servers migration update (Gail)

1. Test server test results

Nothing negative came out of the testing in November.

2. The migration to the production server will happen in early March.

G. Training team updates

Samantha and Jonathan are the team members for the University of Waterloo. Patti and Matt are the team members for WLU. Gail will give a comprehensive training session for all trainers at the University of Waterloo in the early spring term.

H. Cognos Updates

1. C8 Discovery Project (Ron)

The proposal was sent to TUG Exec

2. WLU adoption of C8 status / update (Vera)

No news to report

3. UW and C8 status / update (Gail)

No news to report

I. Next meeting

At WLU