2023-01-23 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

New members happening in June - more details about process to come

UCLA server location questions - based in tax code for “royalty” payments which many license agreements specifically state are not relevant to these services, so working on educating accounting teams.

Ex Libris tickets - tried to tell UCLA the multi volume set issue for New Order Import Profiles was addressed in Nov 22 release, and close the ticket. If you have tickets that aren’t being addressed, or being addressed poorly, let Chair/Vice Chair know so we can get them on the leadership list to take to the monthly Ex Libris support meetings.

New Analytics team looking at UCOP statistics - keep your eyes peeled for a survey coming out to see what we’re currently doing.

CDLNZ-PT Update

10

Erika Quintana

Lisa Spagnolo

• PT reviewing team makeup.

• Developing list of topics for Ex Libris consultant work.

• Developing Q1 acquisitions data in NZ Alma & considering CDL data points & ACQ functionalities.

Deep Dive Discussion

30

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

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