2022-11-21 Meeting notes
Attendees
@Osman Celik (UCB)
@Lisa Spagnolo (UCD)
@Laura Fouladi (UCI)
@Maricel Cruz (UCSB)
@Judy Keys (UCSD)
@Stacy McKenna (UCLA), Chair
@Sherry Lochhaas (CDL) - guest advisor
Not attending:
@Hiroko Acker (UCSC)
@Susan Boone (UCSF)
@Erika Quintana (UCR), Vice Chair
@Lisa Mackinder (CDL) (tentatively in December)
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
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1 | Welcome/Assemble | Allowing people to join from other meetings, etc. | 1-2 |
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2 | Announcements | Share new general information. | 5 | All |
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3 | CDL-NZ licensing query |
| 5 | @Lisa Spagnolo | Due date was 11/18 - hope you could help out! | Data in - thanks to those with answers - we’re going through it now |
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4 | CDLNZ-PT Update |
| 10 | @Erika Quintana @Lisa Spagnolo
| NZ License Practice documentation & campus impacts. POL Ordering Feedback & Next Steps (forthcoming)
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| provide feedback on license practice if you have any, but mostly a holding pattern until we have clear details on how to cleanup data. |
5 | Deep Dive Discussion - Fund Management/Accounting |
| 30 | @Stacy McKenna | How are you managing Funds in Alma? How are you getting accounting information out for your teams? What solutions have you managed to develop for your colleagues? Which data are you still struggling with? | focused on CDL processes so Susan can be here for the original question discussion. | Still up in the air about how to configure POLs for CDL recharges, attaching inventory, etc. Will likely still be per-campus decision, but still figuring out Analytics implications of options. CDL is still testing options for how they'll configure POLs/bibs/inventory. |
6 | 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
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| All: see the Google Drive space on recharges - and add in if not there already. |
7 | Parking Lot for Previous Action Items |
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| Wishlist: All-UC Import Profiles workshop for after Fall quarter |
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8 | New Items | Capture important topics for future discussion |
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| 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.) |
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9 | Actions from previous meetings: | Total | 50/50 |
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