2023-12-11 Meeting notes

Attendees

@Stacy McKenna (UCLA)
@Erika Quintana (UCR)
@Judy Keys (UCSD)
vacant (UCSC)
@Maricel Cruz (UCSB)
@Mark Hemhauser (Unlicensed) (UCB)
@Laura Fouladi (CDL - VChair)
@Susan Boone (UCSF)

Not attending:

@Tamara Guziejka (UCI - Chair)
@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	Forthcoming update on ordering from NZ inventory bug (https://docs.google.com/document/d/1U89xWt2jh385wpMvl7a8P10myLWYTd1BYdDbPgRBmXs/edit#heading=h.2jdrev2t9f0z )
3	Topics from Slack:	Recap discussions for any follow-up or further discussion (if any).	15	All	Changing vendors with new PO Line layout (functions that aren’t available in Edit mode) Weekly serial prediction pattern Skips requested week and does next one Assigning and approving invoices (Ex Libris’s “hot fix”)		@Judy Keys and @Mark Hemhauser (Unlicensed) Add case numbers for prediction pattern tickets to send to SILS OT for escalation UCSD’s case for the weekly serial prediction pattern bug: 06951748 – submitted 11/8, updated 12/4, no response from ExL except initial acknowledgment
4	SILS All Chairs BEEFS	Discuss the “Beefs” document that the SILS All Chairs has been working on.	10	Laura	Alma/Primo VE Issues and Themes Acquisitions data in Analytics Vendors POL fields More functionality for Update PO Lines jobs https://docs.google.com/spreadsheets/d/1wiW1BRDBLIt5Uj508AAWk7s8RqGhzq-VPtuB1IJdyZQ/edit?usp=sharing		SILS-ACQ Team (@Laura Fouladi @Erika Quintana @Judy Keys @Lisa Spagnolo @Maricel Cruz @Mark Hemhauser (Unlicensed) @Stacy McKenna @Susan Boone @Tamara Guziejka) Post on Slack or send an email to the SILS-ACQ-L@LISTSERV.UCOP.EDU if you think of any specific examples of ways in which the lack of IZ/NZ integration has created workflow or process issues Continue adding other issues and functionality that needs improvement to Acquisitions spreadsheet (we’ll share with SILS OT and All-Chairs)
5	Reporting Codes				UCSB migrating to Oracle Financial Cloud and needs “category code” = format/taxability, Reporting Codes 1-3 already in use Do we need to continue “reserving” 4 and 5 for systemwide use?	We want to write a decision page “officially releasing” Reporting Code 4 and 5 January-ish Show draft to CDL and ERes before publishing Keep this page updated: https://docs.google.com/spreadsheets/d/1x2QcqUrLUKOnYVMlQ2IheBSapZ2H3gHYsfvyo9m_AiQ/edit#gid=0
6	Vendor Records	Share information about how campuses are managing vendor records in Alma	15	Laura	Migrated vendors Contact information Interfaces Matchpoints for campus financial systems		@Tamara Guziejka We didn’t make it this far so we can move it to next month’s agenda!
7	Parking Lot for Previous Action Items