2022-08-31 CDLNZ-PT Meeting Notes

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	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro		5	Gem
2	Updates		10
3	Questions for CDL/UCSD Finance		45	Team	Review and refine what we have so far.
4	Next steps for Funds/Ledger work			Team	Do we have blockers and, if so, is there anything we can work on now? Waiting for answer on questions to see if we can replicate the funds and ledger structure, as it is in Oracle, on Alma. Think more about the mechanisms about how cost shares, etc are being reflected. There were still be double work at least initially between Alma and Oracle. 2) Once confirm financial side questions, do a practice load in the sandbox Some examples from the campuses for naming conventions, etc could be useful for CDL people to review. 2b) Discuss Automating some of the workflows - Fund allocation loader. 3) Plan to test in production for the use of Analytics. (Ex Libris has confirmed they can delete our tests.)		@Gem Stone-Logan Talk with the SILS Op Center to confirm NZ Analytics access by this team.
5	Parking Lot / Overflow				Come back by Labor Day with more info around the outstanding questions. Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion. Vanderbilt integrated with Oracle and did a presentation on it. Upcoming Dates July 27 - plan to meet as individual groups August 2-3 - subgroups may meet individually For reference: Out of Office/Vacation Schedule