2022-10-25 CDLNZ-PT Meeting Notes

Facilitator intro

5

Gem

Updates

Team

• Any more feedback from campuses about Vendor distribution?

  • Not yet. Get to send out a reminder on Thursday that we need any feedback by end of day Friday.

• We’ve requested a quote from Ex Libris for a consultant to help

  •  

Update Timeline

• Look at current timeline and determine what has been done.

• Attempt to update timeline through end of fiscal year.

• Do we need to subgroups formed?

• Do we need any additional expertise not currently in this group?

Team

• Aim to start testing in production (for Analytics capabilities) in about 3 weeks

  • Use sample payments and projections that offer a good overview of the type of things we need.

    • Use first quarter recharges expenditure report (July/August/September) and final charges for each product.

• What needs to be done before CDL Acq can start using Alma?

  • Workflows

  • Step by Step procedures

    • What documentation do we need?

  • Testing

    • Invoices

    • Analytics capabilities

  • Training

  • Funds, ledgers, and vendors ready to use

    • Create them in this FY but then roll them over for use next year. Provides an on-ramp.

  • Sample data/documentation (for things that are important but aren’t essential to start with)

    • Best case example of how a license should work.

• We should create our timeline with awareness that all staff will be stretched particularly thin May-June. If possible, aim for all prep to be done prior to May.

Parking Lot / Overflow

May start meeting Thursdays at 2pm to account for time we won’t be available during November/December.

Week of October 31 - Document how negotiation licenses work (what works well and what doesn’t)?

Week of November 7 - order feedback from campuses

Week of November 14 - Sample data in production

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