2022-10-24 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

CDL-NZ licensing query

15

Lisa Spagnolo

The CDL team is interested in learning about more details from the campuses with licenses already in Alma (naming conventions and coding-related, etc.).

CDLNZ-PT Update

30

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.

• ACQ Team (Erika Quintana Hiroko Acker Judy Keys Laura Fouladi Lisa Mackinder Lisa Spagnolo Maricel Cruz Osman Celik Stacy McKenna)Provide narrative feedback for the four questions by November 4 via email SILS-CDLNZ-L@listserv.ucop.edu.

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.

Parking Lot for Previous Action Items

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

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.)

Actions from previous meetings:

Total

50/50