2023-10-16 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

Transition Planning

Follow-up on organizational docs for ACQ-OST

• Review of documents in Confluence & Google

• Additions to Listservs, mailing lists, etc.

• Other areas?

Previous Deep Dive - Financial Payment Systems, Integrations, Vendor Payments

Campuses share their payment systems & interest / plans for ERP integration.

10

All

Add your payment systems and potential plans (if any) to integrate Alma & ERP or any campus-wide financial system migrations: https://docs.google.com/spreadsheets/d/1mY-hrPXciDj5EkQTIQy7o3xWIxRJVp0UO4Kw_1XUkL0/edit#gid=0

Any other discussions or information sharing?

Topics from Slack:

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

• Vendor Records in Alma & Vendor Contacts

• Expenditure Reports from CDL & Entering Recharges in Alma

• Manually created invoices and adding POLs from any vendor & resulting mispayment issues.

• Issues with new PO Line Interface in Alma (renewal dates, search results - others?)

Other Topics?

Parking Lot:

Deep Dive Discussions

• Reviewing Group Charge

• Work Plan Top Priority Planning

• Considering New Items for Work Plan for Group

Remaining Time

All

• https://libraries.universityofcalifornia.edu/sils/documents/

• Work Plan: Acquisitions

• General discussion topics for “deep dives” or addition to work plan topics:

  • Rialto

  • Streaming title & payment management (perhaps as a joint session with ERES)

  • ACQ Workflows

  • Alma updates (like new UX)

  • New paradigms like OA/transformative agreements.

  • Licensed physical material, Analytics statistics (workload reports)

  • Continuations (receiving, renewals, encumbering (or not), serials vs standing orders, standing orders vs approvals, etc.)

  • Vendor discussions

• All-UC Import Profiles workshop for after Fall quarter.

• Others?

SILS-ACQ Team (Erika Quintana Judy Keys Laura Fouladi Lisa Spagnolo Maricel Cruz Osman Celik Stacy McKenna Susan Boone Tamara Guziejka)

Drop future topics (either those you’d like to investigate, or those you are willing to share) here:

Parking Lot for Previous Action Items