2022-10-05 CDLNZ-PT Meeting Notes

Facilitator intro

5

Gem

Updates

Review Ordering CDL Resources: Campus Testing

Finalize before distributing to Acq/Eres team for testing.

Team

Request campus testing and feedback by November 4.

CDLNZ-PT will compile responses and report back to subteams.

Funding Discussion

Determine what we need prior to making a recommendation.

Team

See previous notes from July meeting.

• What are the benefits of temporary help if positions aren’t fully staffed?

• Potential Recommendation: accelerate hiring of existing open positions

• Gem setup meeting with Sherry and Lisa Moske to talk about how CDLNZ-PT staffing recommendation may interact with existing staffing plans.

• Potential areas of focus (once workflows have been created):

  • Licensing (strong familiarity with licenses required)

  • Building existing purchases into Alma (Most important is following procedures, prior experience with Alma very helpful, financial background not as important)

  • Vendor cleanup

• Look more into Ex Libris consultant - general idea of pricing (Gem talk to Caitlin)

• Revisit in around two weeks.

Next Steps

Vendors - Work on Tuesday

• Identifying vendors not currently in Alma

• What issues do we need to think about in Alma?

• Distribute job. Need to:

  • Update codes

  • Create instructions for campuses

  • Internal Documentation for updating and new vendors.

• See also previous notes: 2022-09-13 CDLNZ-PT Meeting Notes

Funds/Ledgers

• Figure out what testing needs to be done in sandbox before we can start testing analytics in production.

Parking Lot / Overflow

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.

For reference: Out of Office/Vacation Schedule