2023-01-03 CDLNZ-PT Meeting Note

Attendees

@Tamara Pilko
@Sherry Lochhaas
@Angelica Felix
@Maria Figueroa
@Lisa Spagnolo
@Erika Quintana
@Lisa Mackinder

Not attending:

@Gem Stone-Logan , facilitator
@Caitlin Nelson , project champion

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro				Using Lisa Spagnolo’s Meeting Link for January 3-5 (see Slack or updated meeting invite for link)
2	Potential meeting topics				Need to document making order record, how to pay invoice for CDL team. See Campus Documentation folder for examples. Caveats on any procedures needing updating - continual revision. Figuring out clear mapping for all payment data. Identify what has already been mapped and what still needs to be decided. ACTION: Sherry to review past notes/discussions and put together chart. Focus on Analytics Template of paydoc, etc to try to emulate in Analytics (i.e., combination of fields from Alma Invoice and Order records, etc. to see how much from Alma could be generated in preparation of the paydoc). Notes, history, and those types of aspects challenging. ACTION: Lisa M. to review to find a “more complicated” example already paid in FY23 to set up in production. Work on POL templates and bib record templates Dependent on building more cases, having Analytics outcomes/answers. Consider writing alternate instructions for campuses if order button doesn’t appear Ticket indicates needing to be linked to negotiation license, but we have cases where no negotiation license used but saw “Order”. Next steps: preparing more examples with screenshots. Looking at examples where campuses listed in Negotiation Details (comparing with Available For settings in e-inventory). Using ASME Ebooks. ACTION: Review ticket response, campus reps explore more examples/functionality. Hold onto any screenshots, cases for week of 1/9. Submit ticket to Ex Libris about the skip_erp setting to see how support handles the question Revisit week of 1/9 with Gem.
3	Updates
4	Next Steps		5		1/4 session used for walking through more POLs to build Analytics data. ACTION: Angie to review invoices already paid to find examples (1 or 2) with multiple line items.
5	Parking Lot / Overflow				Notes/Topics for Ex Libris Consulting Gem will follow-up on outstanding tickets when back January 9. 06595329 - Order button issue 06593328 - Leaking IZ data in NZ 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