2022-05-25 CDLNZ-PT Meeting Notes

Facilitator intro

Set expectations for the outcomes of this meeting

5

Gem

Team Charter Wrap-up

Review what we discussed last time and determine if any changes/additions should be made.

10

Team

Discuss needs assessment/workplan

Start discussing how we want to proceed with a needs assessment and workplan.

25

Determine how we want to approach the following:

• Broadly come to an understanding about how CDL acquisitions operates: processes and workflows

• Understand how Alma functions for Acq processes

• Connection between UCSD’s Oracle financial system and Alma (with the complication of CDL Acq receiving money)

• Where do we need additional Ex Libris involvement?

• How do we utilize the extra CDL funding available for help with this work?

• Additional?

Tentative Meeting Schedule:

June 1 - Campus do an informal walk through of current campus Alma Acq process - Specifically with regards to handling CDL resources.

June 7 - Tamara and Sherry - present shared licenses in the sandbox

June 8 - Start talking about CDL Acq workflow (initial walk through)

Later:

UCSD Financial

Need to have problems defined and concrete before we can work on solving them.

Wrap-Up & Homework

10

Gem

Parking Lot / Overflow