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Facilitator intro

Updates

Ex Libris Consulting

This initial meeting will be to review the project/s and how Ex Libris can be of assistance. 

Notes/Topics for Ex Libris Consulting

• Provide Ex Libris access to our charge

• Introduction - 5 min

• How does our consortium work? - 15 min

  • Lisa Mackinder gives overview of how system looks like and how we interact with campuses from the financial perspective.

  • Current status

    • Vendor, license data, and content was migrated.

    • Acquisitions data was never in an ILS. Currently working on adding order records and figuring out related workflows.

• What are we hoping to get out of this consulting? - 10 min

  • Someone with a really solid understanding of how the Network Zone is suppose to work.

  • How to get all our data into the system and making it visible and useful.

    • How does this make troubleshooting and communicating with campuses effective?

  • Reviewing workflows we’ve developed to make sure it works as efficient as possible.

  • Awareness of future development that may affect us.

  • Shared understanding of UC needs.

• Logistics - 25 min

  • What can they offer?

  • What can’t they help with? Specifically, when do we have to go the ticket route instead?

  • How are billable hours counted, especially involving prep work?

    • For example, if Alma isn’t working as expected, does troubleshooting that count as prep time.

  • Questions for us?

  • Next steps?

Funding recommendation

Made some significant layout changes. Thoughts?

Gem Stone-Logan Gem: Review suggested edits and then we’ll finalize this document

Final Report

Setting aside time this week to work on it.

Next Steps

5

Next week work on final report.

Cancelled next meeting (4/27)

Team: Work on the final report! and POLs

Laura Fouladi Laura: Write instructions on how to delete an invoice that’s already paid/finalized (as part of the larger clean up for deleting some POLs that we need to redo) - review & determine how these should be cleaned up

Gem Stone-Logan Review ExL ticket: 06620585: Analytics Missing License Negotiation Member

Parking Lot / Overflow

Notes/Topics for Ex Libris Consulting

For reference: Out of Office/Vacation Schedule