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Gem Stone-Logan

Gem Stone-Logan

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Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Facilitator intro

Set expectations for the outcomes of this meeting

5

Gem



2

Funding

Understand what funding is available

20

Gem/Lisa M?

Might be good to talk to Ex Libris and see what sort of consulting options and timeframe/costs involved.

3

Updates

UCSD is ready to have an initial conversation with us around the Oracle/Alma integration.

UCD e-cohort comment: ability to look up coverage now

  • Maria doesn’t feel like we lost anything and SFX coverage might have been better.

  • Sherry: User should be able to look up journal titles in the NZ and see coverage there.

  • Tamara: Maybe e-res could write up a guide or a how-to explaining how to get to the info in the new system. Easiest way is to search in Primo and it should show.

  • Maria: Also if something is missing, ask.

Lisa M will organize a meeting with UCSD. Lisa S would like to attend. If scheduling allows, Sherry and Gem are also interested.

4

Communication Update for OT/OST

10

Gem

First status report:

  • What needs to be included?

    • What have we done so far

    • Expectations of the recharge process - regular workflows continue

    • Timeline

    • Set realistic expectations for members

  • Other communication needs?

Erika and Sherry will help Gem with first quarter report (due end of August)

5

Break till 12:30

6

Needs Assessment split into subteams

Form subteams to work on specific areas

25

Team

6

Break till 12:30

7

Group Work

8

Parking Lot / Overflow

Overview conversation Tamara, Lisa M, and Michelle had with Ex Libris (negotiated licenses)

Think about reporting codes some more (so campuses know what they can use locally)

(Possible question, is this in our area??)

Recommend recording sessions

Tuesday - Update meeting

Wednesday and as needed - subgroup meetings

Subgroup wiki pages once approaches are solidified

7

Update of current counts in NZ

200 vendors (just looked at migrated vendors from 360)

549 licenses (overall migrated from 360 - could be a lot more eventually - but also a lot that aren’t currently valid)

Active orders approximately 430 active orders (NZ orders, not necessarily for every campus)

  • Oracle doesn’t know if it’s ongoing vs one-time

  • About 100 orders for Q1 (but again, not for all campuses)

8

Summary of March Conversation with Ex Libris regarding negotiated Licenses

Tamara/Sherry/Lisa M

A while back Ex Libris and Jessica H, at CSU, gave a presentation about using negotiated licenses for distributing cost info. Ex Libris has something in development to help consortia cost management stuff.

UC had meeting with Ex Libris (in March) talking about use case. But haven’t heard updates regarding timeline, sounds like they’re still pre-development. Might be able to work with Ex Libris on this going forward but can’t count on for near future. CSU may have implemented Consortia Manager (3rd party product)

9

Campus Reporting Codes

In prep for future discussions, it would be helpful to know how campuses are currently using acq reporting codes.

Erika will ask at Acq meeting.

10

Parking Lot / Overflow

Best Practice: How long to wait for collection to show in CZ vs creating local record?

Schedule for:

  • Decision about vendor code

  • Decision about Licenses

    • UCSD Financial integration (should we invite a guest from UCSD? If so, who?)

    Inventory subteam will look and probably send to Eres for further discussion.

    Vanderbilt integrated with Oracle and did a presentation on it.

    Status Report

    • What we’ve done.

    • Can any pain points be addressed immediately and, if not, what’s the plan

    Upcoming Dates

    July 27 - plan to meet as individual groups

    August 2-3 - subgroups may meet individually

    For reference: Out of Office/Vacation Schedule

    ...