2022-11-07 Meeting notes

  • @Susan Boone (UCSF)

Attendees

  • @Osman Celik (UCB)

  • @Lisa Spagnolo (UCD)

  • @Laura Fouladi (UCI)

  • @Maricel Cruz (UCSB)

  • @Judy Keys (UCSD)

  • @Hiroko Acker (UCSC)

  • @Susan Boone (UCSF)

  • @Stacy McKenna (UCLA), Chair

  • @Erika Quintana (UCR), Vice Chair

  • @Sherry Lochhaas (CDL) - guest advisor

Not attending:

  • @Lisa Mackinder (CDL) (tentatively after November)

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

 

 





2

Announcements

Share new general information.

5

All

 

 

 

3

CDL-NZ licensing query

 

15

@Lisa Spagnolo

Updates?
The CDL team is interested in learning about more details from the campuses with licenses already in Alma (naming conventions and coding-related, etc.). See earlier folder on licenses with UCD documents: https://drive.google.com/drive/u/1/folders/1yUjIPbU5bcIPHOTmvIi0z41AIx5Swt_C

 

Try to provide info by 11/18

4

CDLNZ-PT Update

 

30

@Erika Quintana

@Lisa Spagnolo

CDL campus testing - feedback requested by 11/4.
What’s next?

 

Data acquired - analysis by CDL-NZ is next. Stay tuned! SF still working on some bits. More data is always good if you stumble on things.

5

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

 

All: see the Google Drive space on recharges - and add in if not there already.
6

Parking Lot for Previous Action Items

 

 

 

Wishlist: All-UC Import Profiles workshop for after Fall quarter

 

 

7

New Items

Capture important topics for future discussion

 

 

New Acq UX - Acquisitions 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, fund accounting in Analytics, etc.)

 

 

8

Actions from previous meetings:

Total

50/50

 

 

 

 

 

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