2022-10-25 CDLNZ-PT Meeting Notes

Facilitator intro

5

Gem

Updates

Team

Any more feedback from campuses about Vendor distribution?

We’ve requested a quote from Ex Libris for a consultant to help

Update Timeline

• Look at current timeline and determine what has been done.

• Attempt to update timeline through end of fiscal year.

• Do we need to subgroups formed?

• Do we need any additional expertise not currently in this group?

Team

Create Decision Page for Distribution

Create decision page and determine who should approve.

We plan to make decision pages for situations where it will directly affect campuses.

Tamara is following up with Merced.

Erika is following up with UCLA about the conflict with the CDL prefix.

Gem will email acq/eres group with decision page.

Parking Lot / Overflow

For future agenda:

• Create instructions on creating new vendors.

• Document when to use different types of vendors

• Documentation on creating order records.

Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion.

Vanderbilt integrated with Oracle and did a presentation on it.

For reference: Out of Office/Vacation Schedule