Deliverable | Goal Dates | Notes | Status |
|---|---|---|---|
Initial Research: Alma Inventory |
| Done | |
Initial Research: Alma Ledger/Fund |
| Done | |
Initial Research: Alma Vendors |
| Done | |
Initial Research: Oracle Integration with NZ Alma |
| Based on the discussions we’ve had, we believe it is unlikely that we’ll be able to make progress on the Oracle integration this fiscal year. | Stalled: CDL and UCSD Library will continue this work. |
Initial Research: Alma IZ POLs (existing and new) |
| Done | |
Initial Research: Licenses |
| Done | |
Document negotiation license capabilities |
| Done | |
Initial Research: POLs (new) |
| Sandbox samples have been created. Will test more in production November 15-16. | Done |
Review campus feedback on IZ POLs |
| Done | |
Create funds and ledgers in production |
| Done | |
Initial Research: Usage Statistics |
| Create document summarizing current findings and pass to Nga for use in the team she’ll be forming. (Smaller CDL team has been established.) | Done |
Quarterly Progress Report |
| Done | |
Initial Research: Invoices |
| Done | |
Work on creating sample order and invoice data in production based on Q1 info. |
| Done | |
Funding Recommendation: Ex Libris Consulting |
| Will create a subgroup to look into this to allow parallel work. | Done |
IZ Vendors |
| Statement that IZ vendors will be separate from NZ vendors. | Done |
Create a new sample set in production based on Q2 (or newer) data |
| Start with 5-10 for documentation samples. | |
Document workflow processes and detailed step-by-step documentation |
| Draft CDL order/invoice documentation has been completed. Revisions may be necessary as analytics research continues. | Done |
Finalize Research on Analytics with regards to how it will support workflows |
| We will be starting work with Analytics as soon as we have production data to test with. | In processDone |
Develop recommendations around Analytics reporting and solicit feedback from stakeholders |
| Feedback from CDL, SILS Groups (SILS rep consult with all relevant campus people) | Additional Work Needed |
Training |
| Start training in March. This will likely include CDL but also campus training around new reports. | Stalled: Campus training is stalled while waiting for ordering bug fix |
Research retrospective payment history and POLs |
| We’re focused more on prospective work but will discuss options for standardizing access to older orders and invoices.Revisit once finished more prospective work. | Discuss with Ex Libris Consultant |
Page Comparison
Manage space
Manage content
Integrations