2022-06-22 CDLNZ-PT Meeting Notes

Facilitator intro

Set expectations for the outcomes of this meeting

5

Gem

Review of proposed milestones

Review the charge deliverables we discussed 6/15 and make sure there are no concerns.

10

Gem

Needs assessment - done by end of June.

• Very high overview

Conduct success review - done by end of July

CDL Acq Worflow Discussion continued

Overview of current CDL Acq workflow

60

Lisa M and Angie

CDL Acquisitions Process

Wrap-Up & Homework

10

Gem

Question: When should we discuss the UCSD Financial integration?

Discuss plan for next week:

• High level needs assessment?

Parking Lot / Overflow

Overview conversation Tamara, Lisa M, and Michelle had with Ex Libris (negotiated licenses)

Think about reporting codes some more (so campuses know what they can use locally)

(Possible question, is this in our area??) How long to wait for collection to show in CZ vs creating local record?

Schedule for:

• Decision about vendor code

• Decision about Licenses

• UCSD Financial integration (should we invite a guest from UCSD? If so, who?)