2022-10-26 CDLNZ-PT Meeting Notes

Attendees

Not attending:

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro		5	Gem
2	Updates			Team
3	Update Timeline (continued)	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	Worked on creating an updated timeline. What do we need from an Ex Libris Consultant? Focus on post implementation analysis of what we’ve already created. We expect we’ll need a particular focus on using Analytics to create needed reports
4	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	@Gem Stone-Logan will look into the work plan template and see if we can transfer our updated timeline spreadsheet into that format.