2022-12-06 CDLNZ-PT Meeting Notes

Facilitator intro

Gem

Updates

• Welcome back Lisa M!

• Usage Stats - Gem, Sherry, and Nga have started exploring capabilities on the NZ side.

  • Vendors may have some additional options look into.

  • Keep in mind what vendors architecture for account management.

• Funding recommendation subteam- Meeting with Maria at Ex Libris Premium Services this afternoon

• Tamara will summarize what usage stat info we have so far for Nga.

Draft CDLNZ-PT Quarterly report

• Minor tweaks

• Do we have any requests for the greater SILS structure?

  • Not for this report.

• Potentially bringing on a documentation/training expert?

  • Will have a more dedicated discussion later. Will not include in the report.

• Gem will convert report to Confluence and notify stakeholders.

Work on orders and maybe invoices

Notes are here.

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