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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

45

Erika Quintana

Lisa Spagnolo

CDLNZ-PT Wiki Page

Ordering CDL resources: campus testing

  • Coordinate with ERES counterpart for campus testing via local Alma Sandboxes.

  • Please make a local copy, provide narrative feedback for the four questions by November 4, email to SILS-CDLNZ-L@listserv.ucop.edu.

  • Note: testing & documentation may be shared with non-SILS members for each campus as needed.

4

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.
5

Parking Lot for Previous Action Items

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

6

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.)

7

Actions from previous meetings:

Total

50/50

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