2025-04-14 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

• End of FY-2024/2025: Updates from CDL Acquisitions info session on Tuesday, April 15, at 10:00 AM

Reporting Needs for Budget Challenges

7

• Tariffs and potential impact on prices

• Keep ABA page bookmarked for future reference: https://www.bookweb.org/news/overview-2025-tariffs-1631822

• How to pull data on international vendors in Analytics

• Logistics for sharing supplies with international vendors

• Rapidly changing exchange rates

GOBI Cataloging Services Subscription Review Project Team

Provide updates to the team about this SCLG-charged project team and share opportunities for feedback as they arise

7

All

• Waiting to hear back from GOBI about feedback on services

• Team needs to review campus cost share and recommend changes to SCLG (if applicable)

Rialto Check-In

Discussion of Rialto, especially related to recent implementations

10

All

• UCSB implementation paused

• Changes to Rialto = changes to licenses terms?

• UCI has implemented but not using

• UCD/UCR still using (ordering from other providers)

Testing Project: How to Order CDL-Managed Resources in Alma

Find volunteers who are interested in working with CDL to test the different options for creating IZ POLs off NZ inventory and bib records and how those options impact acquisitions workflows, reporting needs, and discovery

1

All

Last round of testing: https://drive.google.com/drive/folders/1zVKZcB4ZBWUKilLQH6oFvZX7Qp_aNgOk?usp=drive_link

Volunteers:

• Judy

• Osman

• Susan

• Maricel

Updates from All Chairs

Provide updates to the team about discussions in All Chairs meetings or Slack channel

5

All

• WIP moving forward, functional experts getting appointed to serve on sub-teams to work on particular workstreams (none Acquisitions-related)

• OT voted for Round 1 CERV enhancements

Planning for 2025/2026 - Membership Changes?

10

All

• Laura has served as chair since September 2024

• Osman is willing to take over in September 2025

• Vice chair options:

  • Volunteer?

  • “Chair emeritus”: back-up option will be Laura

• Summer hiatus (no meeting in June and/or July?)

Topics from Slack: CERV Enhancement voting

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

10

All

Any Idea Exchange posts to support?

5

All

• From Slack (Stacy): https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/49661240-allow-eod-to-generate-multiple-items-sets-via-im

• Vendor data: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/48978062-add-modify-fields-from-vendor-record-for-analytics

• https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/48978215-add-detail-for-payment-method-accounting-departmen

Topics from Slack: Public/authentication notes for restricted resources (especially when switching from IP authentication to OpenAthens)

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

5

All

Reporting Codes 4 and 5

Create a decision page to officially “release” reporting codes 4 and 5 for campus use

0

All

• Phase 4 decision: AEFG (Go-Live) Campus Purchase Order Practices for CDL and Related Local E-Resources (AEFG-MVP-002)Preview

• New decision page created (placeholder): DRAFT - Reporting Codes 4 and 5Preview

Other topics

Parking Lot for Previous Action Items