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Attendees

Not attending:

6

Ex Libris ideas exchange to differentiate Interested User requests & other requests (enabling Holds to trigger) - Please vote!!

Erika Quintana will send over sample letters for Interested Users to share wording used for patrons.

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

Topics from Slack:

Recap discussions for any follow-up or further discussion (if any).

15

All

  • Changing vendors with new PO Line layout (functions that aren’t available in Edit mode)

  • Weekly serial prediction pattern

    • Skips requested week and does next one

  • Assigning and approving invoices (Ex Libris’s “hot fix”)

Judy Keys and Mark Hemhauser (Unlicensed)

Add case numbers for prediction pattern tickets to send to SILS OT for escalation

UCSD’s case for the weekly serial prediction pattern bug: 06951748 – submitted 11/8, updated 12/4, no response from ExL except initial acknowledgment

4

SILS All Chairs BEEFS

Discuss the “Beefs” document that the SILS All Chairs has been working on.

10

TammyLaura

Alma/Primo VE Issues and Themes

5

Interested User letters

Continue discussing the interesting user letter sent when receiving/activating

15

Erika

SILS-ACQ Team (Laura Fouladi Erika Quintana Judy Keys Lisa Spagnolo Maricel Cruz Mark Hemhauser (Unlicensed) Stacy McKenna Susan Boone Tamara Guziejka)

  • Post on Slack or send an email to the SILS-ACQ-L@LISTSERV.UCOP.EDU if you think of any specific examples of ways in which the lack of IZ/NZ integration has created workflow or process issues

  • Continue adding other issues and functionality that needs improvement to Acquisitions spreadsheet (we’ll share with SILS OT and All-Chairs)

5

Reporting Codes

  • UCSB migrating to Oracle Financial Cloud and needs “category code” = format/taxability, Reporting Codes 1-3 already in use

  • Do we need to continue “reserving” 4 and 5 for systemwide use?

We want to write a decision page “officially releasing” Reporting Code 4 and 5

6

Vendor Records

Share information about how campuses are managing vendor records in Alma

15

Laura

  • Migrated vendors

  • Contact information

  • Interfaces

  • Matchpoints for campus financial systems

Tamara Guziejka We didn’t make it this far so we can move it to next month’s agenda!

7

Parking Lot for Previous Action Items