2022-07-21 Meeting notes

Record: Tamara

Announcements

5 min

Notetaker: Tamara Pilko
Time Keeper: Paula Pascual
Actions: Sherry Lochhaas

CDLNZ-PT Needs Assessment - Campus and CDL items

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)

• 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):

  • Lines 11 & 12 closely interrelated with other lines, but this has a distinct need since CDL still needs to record invoice payments to outside vendors

• Line 12 (track campus cost share):

  • May be able to tackle this one in a later phase

  • Right now PDF pay documents are being archived by CDL

• Line 13 (track order & renewals w/inventory link):

  • no comments

• Line 14 (manage & store licenses):

  • no comments

• 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 practice

• Line 16 (reporting to stakeholders)

  • Possible automation/self-serve options?

• 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

  • Use of Dashboards to assist in this?

• Line 4

  • delineate btwn terms needed in Alma and where full licenses saved

• Possible New Need re: Perpetual Access

  • tracking local that becomes CDL, involves shift of license

• Line 5 (CDL purchases and status communicated to campuses)

  • Possible software to assist?

  • communication both from CDL and btwn campuses (Tier 2)

• Line 6

• Line 7 (usage)

  • Can Alma be used by CDL? or if continue outside tool - could they be integrated? considering if campuses use Alma. Also, stats from a platform versus a vendor

• Line 8 (troubleshooting)

• ADD Perpetual Access Tracking - Campus and CDL

  • add to line 15 and line 2 “why needed”

  • campus needs direction for how to handle locally when ownership changes from campus/CDL

  • complication - if campus has exact same resource in IZ, coverage overrides NZ

  • complication - how CDL handles when 1 campus drops out of package and now has separate coverage (does this pass to campus or stay with CDL?)

• Sherry & Tamara will take feedback from last few meetings to the CDLNZ-PT group

Round Robins

Information sharing

20 min

All

Managing multiple custom e-book collections - Kevin

Managing multiple custom e-book collections (Kevin)

• how to handle custom purchases of 300+ titles (1-2x year with provider). PO types, bib record, collection

  • Get bib records from vendor, use import profile to link local portfolio to CZ

  • use a collection for each purchase if you want the POL connected to only those select titles

  • helpful to know about the purchase when a title stops working

  • if POL connection is not as important, can use automatic feeds from vendors to create the portfolios for you and use local collection (perhaps with title list as attachment) for the POL

GOBI API support group meeting 7/21 (Jharina)

• contact Jharina if you want to participate

Wrap Up

Review actions and decisions

5 min

Parking Lot

Capture important topics for future discussion:

Total

60/60