2022-11-16 CDLNZ-PT Meeting Notes

Facilitator intro

Gem

Updates

Ex Libris Premium Services

Decide Next Steps

15

Need them to be

• Well versed in NZ e-resource and acquisitions (not just how it works at the IZ level)

• Well versed in Analytics

• Ask how comfortable in specific areas - Outline after we get back from Thanksgiving.

What them to help with

• Post migration workflow feedback

• Determining if we’re on the right track

• Walk through doing

Review summary of campus feedback for ordering

15

Create ledger and fund structure in production

Notes are here.

Gem to add reporting codes.

Gem to clean up notes.

Sherry to add funds back in to our test order.

Next Steps

5

Parking Lot / Overflow

Week of November 14

• Sample data in production

• Review summary of campus feedback for ordering

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