Versions Compared

Old Version 2

changes.mady.by.user Stacy McKenna

Saved on

compared with

New Version 3

changes.mady.by.user Stacy McKenna

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2



2

Announcements

Share new general information.

5

All

3

CDLNZ-PT Update

10

Erika Quintana

Lisa Spagnolo

Summary of Ordering Feedback emailed 11/30/2022

NZ License Practice document on Confluence still available for feedbck

4

Deep Dive Discussion - Fund Management/Accounting

30

Susan Boone Stacy McKenna

How are you managing Funds in Alma? How are you getting accounting information out for your teams? What solutions have you managed to develop for your colleagues? Which data are you still struggling with?

focused on CDL processes so Susan can be here for the original question discussion.
UCD - requests for funds get processed outside of Alma, but recharges recorded for tracking for POLs.
UCLA’s CDL vendor doesn’t have a financial system code, so POLs/invoices record info, but not for actually cutting checks directly.

Still up in the air about how to configure POLs for CDL recharges, attaching inventory, etc. Will likely still be per-campus decision, but still figuring out Analytics implications of options. CDL is still testing options for how they'll configure POLs/bibs/inventory.

5

CDL / Local campus Workflows - Updates?

Time permitting

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more. (Still true 8/15)

4/25

  • Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

  • Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

  • Google Drive space for recording where/how recharges are recorded

  • SCLG supplying fiscal close deadlines.

  • CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment

  •  All: see the Google Drive space on recharges - and add in if not there already.
6

Parking Lot for Previous Action Items

Wishlist: All-UC Import Profiles workshop for after Fall quarter

7

New Items

Capture important topics for future discussion

New Acq UX - https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2022-2024)_-_July_2022_Update/Acquisitions https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/046New_MDE_Functionality/New_Unified_PO_Line_Task_List expected to roll out 10/26-11/6 (we think)

General processing topics to discuss more in depth - continuations (receiving, renewals, to encumber or not to encumber - serials vs standing orders, standing orders vs approval volumes, etc.)

8

Actions from previous meetings:

Total

50/50

...