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Action/Point Person

Expected Completion Date

Notes

Status

AEFG discussion/workshop / Jharina

Do we need “good” bibs for IZ CDL recharges?

Poss: Mark Hemhauser (Unlicensed) suggests migrating CDL recharges as service POs per Maricel Cruz (Unlicensed) idea

How does CDL need to represent multicampus recharges in NZ?

Bring in Adriana?

Done

AEFG discussion/workshop / Jharina

  • Currently, cost-per-use stats live at the IZ level, not NZ

    • CDL can provide account credentials for Tier/12 usage

    • This would have to be a long-term project of linking vendor usage platforms to Alma vendor records

  • CDL/IZs can dis-aggregate per-campus payments using access provider field in electronic POs

  • For new orders: we recommend that CDL start the process by identifying the collection to which IZs should connect their POLs for Tier 1/2 recharges

  • For migrated (open, not closed or cancelled) orders:

    • Migrate as Other >service (5/19: rethought based on earlier Ex Libris input - assumption is that using e-res order type and linked to NZ inventory will work - to test)

    • post-migration: create a set that changes CDL recharges to Access Service to make it easier to know these are e-resources

    • Attach to appropriate the bib/resource record that CDL is using and add licensing information at point of renewal

Questions:

  • Limitation of migrating from Voyager vs Millennium

    • Can IZs manipulate POL types pre- or post-migration?

    • We may need to provide additional assistance

Done

Lisa S. and Carla to consult re: AEFG next steps.

5/21/2021

Done

Coordination with CDL to confirm CDL-side workflows and intersections with IZ-side practices. Lisa M. to follow up w/ CDL group. Lisa S. to coordinate via PPC/CDL/NZ group.

05/25/2021

Done

Lisa S. and Adriana consult on CDL/campus aspects, review for wording accuracy, feasibility. Incorporate edits to document.

05/28/2021

Meeting done, Lisa S. to review for additional edits to coordinate 001 and 002. Discussing post-go-live build of CDL Shared Acquisitions infrastructure for NZ POLs, additional data, consulting process, dependency of Analytics developments.

Done

AEFG Final Review/Approval

06/02/2021Pending

Approved. Footnotes of concerns: acknowledging that more testing is to be done, and clarifying procedures as needed.

Done

PPC Review/Approval

06/04/2021

Pending

Distribution

06/07/2021

Pending