2022-10-18 CDLNZ-PT Meeting Notes

Facilitator intro

5

Gem

Vendor Distribution

Team

Sounds like some of UCLA’s vendors may have been overlayed. We need to look into this more.

Funds in Oracle

Angie heard back from UCSD and they can’t just export the vendors for CDL, they’d have to give us everything. After some discussion, we don’t need to match Oracle vendors against Alma vendors, at least right now. We can add/change vendors as needed later as long as its done prior to processing the invoices.

General notes from the discussion:

• In cases where Vendors have different remit addresses we need to create separate vendors

• One vendor with multiple accounts is useful for internal things like analytics or maybe different methods of payment

Not to worry about which Oracle vendors we’re missing in Alma until we get closer to an Oracle integration.

Continue License Discussion

Notes from 10/18

• What do we need to do to licenses before sharing?

  • We need to double check if an NZ license could overwrite an IZ campus license

  • Any campuses using pure numbers for their license codes? We could distribute the CDL licenses faster if we didn’t have to go back and change to a different format.

  • Compile testing results from before

  • Review Ex Libris documentation on expectations on whether or not we expect licenses to overwrite.

Specific documentation needs:

• Document the functionality between IZ and NZ based on prior tests

  • Is additional testing needed?

• Document how licenses display in Primo VE?

• Create documentation for NZ on creating and adding licenses and amendments from scratch

License Folder in Acq/ERES

License terms display notes.

If there isn’t any IZ conflict, we will keep the NZ license codes as numbers. This may be reevaluated later.

Tamara and Sherry will see if they can find any additional license test notes from prior to this group being formed.

Gem submit a ticket to Ex Libris double checking how vendors

Lisa S posted to Acq Slack asking if any campuses use numbers for their license code

Parking Lot / Overflow

For future agenda:

• Create instructions on creating new vendors.

• Document when to use different types of vendors

• Documentation on creating order records.

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