| 2 | CDLNZ-PT Needs Assessment | Provide overview of “Summary of Needs” tab, gather feedback | 30 min | Tamara Pilko Sherry Lochhaas | Feedback requested by July 22 7/7 review CDL needs; 7/14 review Campus needs; 7/21 compile all feedback Needs Assessment Summary (spreadsheet, view only) Focusing on CDL audience items at the moment. Line 9 (vendor file): Accumulation of all vendor information Change wording to “combined vendor file”? In order to share information tied to NZ vendors, CDL might need to share those vendors to IZ - but wouldn’t have expectation that campuses would need to use them.
Line 10 (recharge/deposits): Might be difficult to manage regular recharge process while simultaneously experimenting with running the process in Alma. High priority for CDL, but also probably one of the most difficult May be worth finding alternatives to Alma if it doesn’t provide enough benefit
Line 11 (paying invoices): Line 12 (track campus cost share): Line 13 (track order & renewals w/inventory link): Line 14 (manage & store licenses): Line 15 (manage all inventory): Can CDL determine their needs and communicate that to campuses. This would help with determining local policies. If CDL manages NZ-specific collections, they can then help inform how campuses can manage IZ collections to harmonize practices Project should result in CDL documentation that could be used by campuses Part of a broader set of issues that could benefit from discussion between CDL and campuses to determine best practicespractice
Line 16 (reporting to stakeholders) Campus level assessments Line 2 influences statistics gathering Add that content specific to consortia may not be in Alma, may need to advocate with ExL/vendors to meet our needs
Line 3 (help campuses identify CDL vs. local activity with same vendor Line 4 Possible New Need re: Perpetual Access Line 5 (CDL purchases and status communicated to campuses) Line 6
| | All - continue to review the Needs Assessment spreadsheet | |