2023-03-27 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

CDLNZ-PT Update

10

Erika Quintana

Lisa Spagnolo

Deep Dive Discussion - Report to OT on Acq/E-Res barriers

30

Stacy McKenna

More discussion!

Follow up to Joint mtg with E-Res 3/16

Working on list of examples: https://docs.google.com/document/d/1O__9PLlx_8jvjlS821e-5W6LX2W3_L5f4JhRNmDRTDc/edit?usp=sharing

Please add/correct/comment on examples in the list to help articulate to upper management/admin where our limitations are, and what need more time/resources.

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

Review of GOBI services - does anyone have data from the past year that might warrant review of acq plans?

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