2022-12-20 CDLNZ-PT Meeting Note

Attendees

  • @Tamara Pilko

  • @Gem Stone-Logan , facilitator

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Lisa Spagnolo

  • @Erika Quintana

  • @Lisa Mackinder

Not attending:

  • @Maria Figueroa

  • @Caitlin Nelson , project champion

Meeting Recording List

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

1

Facilitator intro

 

 

Gem

 





 

2

Updates

 

 

 

  • Funding recommendation updates

  • January 3-5 Gem will be out

    • We’ll use Lisa Spagnolo’s zoom link

    • Potential topics

      • Focus on Analytics

      • Work on POL templates and bib record templates

      • Follow-up on tickets

      • Consider writing alternate instructions for campuses if order button doesn’t appear

      • Submit ticket to Ex Libris about the skip_erp setting to see how support handles the question

 

 

 

3

Work on orders and maybe invoices

 

 

 

Notes are here.

 

 

 

4

Next Steps

 

5

 

 

 

 

 

5

Parking Lot / Overflow

 

 

 

Notes/Topics for Ex Libris Consulting

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

 

 

 

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