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Attendees

Not attending:

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

Fiscal Close

Prep for upcoming fiscal close.

Share ideas, challenges, best practices.

10

All

When does everyone do roll over?

Does anyone wait for final ledger before roll over?

4

Discuss Analytics-based reports for CDL Acquisitions Info Session

Recap session and discuss next steps.

10

Laura?

Slides: https://docs.google.com/presentation/d/1poL16BO-RQLOD5zPeX0XoCT9DeAHilMDRwCAtOx9pFc/edit?usp=drive_link

Feedback from draft reports: https://docs.google.com/spreadsheets/d/15YHd_J7WnU5M1Zg6yT01__4glhQ9_ndseJ0yd_QBb2c/edit?usp=sharing

5

Topics from Slack:

Recap discussions for any follow-up or further discussion (if any).

10

All

  • Alma-GOBI API integration

  • May release is LIVE

    • license records can be deleted (even from Analytics)!

  • Reporting Code 4 and 5

    • Needed for Oracle Financial Cloud migration. This is being brought up to Ex Libris.

6

Other topics

  • Foreign Currency

https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/Acquisitions/Fund_Management%2C_Currency_Exchange#Currency_Exchange

  • Reporting Codes 4 and 5 (continue discussing at future meetings)

7

Parking Lot for Previous Action Items

  • Potential June item: ELUNA discussion

  • Potential July item: Fiscal Close Postmortem

  • Updates for upcoming conferences:

    • Erica-Eluna
    • Stacy-Timberline
    • Tammy, Laura, and Osman-ALA

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