Attendees
Osman Celik (UCB)
Lisa Spagnolo (UCD)
Laura Fouladi (UCI)
Maricel Cruz (UCSB)
Judy Keys (UCSD)
Hiroko Acker (UCSC)
Susan Boone (UCSF)
Stacy McKenna (UCLA), Chair
Erika Quintana (UCR), Vice Chair
Not attending:
Osman Celik (UCB)
Laura Fouladi (UCI)
Sherry Lochhaas (CDL) - guest advisor
Lisa Mackinder (CDL) (tentatively in December)
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |||
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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 |
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4 | Deep Dive Discussion - Fund Management/Accounting | 30 | 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. | 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
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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 |
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