2023-10-16 Meeting notes

Attendees

  • @Tamara Guziejka (UCI)

  • @Stacy McKenna (UCLA - transitional Chair)

  • @Erika Quintana (UCR - VChair pending replacement)

  • @Judy Keys (UCSD)

  • vacant (UCSC)

  • @Maricel Cruz (UCSB)

  • @Osman Celik (UCB)

  • @Laura Fouladi (CDL)

  • @Susan Boone (UCSF)

Not attending:

  • @Lisa Spagnolo (UCD)

 

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

Transition Planning

Follow-up on organizational docs for ACQ-OST

 

Erika, Tammy, Laura, Stacy

  • Review of documents in Confluence & Google

  • Additions to Listservs, mailing lists, etc.

  • Other areas?

 

@Tamara Guziejka will reach out to OTs and ERES-OST about asking UCM and UCSC if they would like to have an ad-hoc rep from campuses to ACQ.

4

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?

 

 

5

Topics from Slack:

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

 

All

  • 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?

Interested User issues: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/45091930-differentiate-regular-hold-request-and-intereste for holds and activations, etc.

Labels in new PO Line UI / Other New UI issues or potential use cases.

 

@Erika Quintana will send over sample letters for Interested Users to share wording used for patrons.

 

 

6

Parking Lot:

Deep Dive Discussions

  • Reviewing Group Charge

  • Work Plan Top Priority Planning

  • Considering New Items for Work Plan for Group

Remaining Time

All

 

 

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:

 

7

Parking Lot for Previous Action Items

 

 

 

 

 

 

 

 

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