2023-01-31 CDLNZ-PT Meeting Note

Attendees

@Sherry Lochhaas
@Angelica Felix
@Gem Stone-Logan , facilitator
@Lisa Spagnolo
@Tamara Pilko
@Erika Quintana

Not attending:

@Maria Figueroa
@Lisa Mackinder
@Caitlin Nelson , project champion

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro			Gem
2	Updates				Have go ahead to request new member Status of documentation so far Go back and look more at order and invoice documentation (things such as licenses, etc) Still working to get the Ex Libris consulting approved	Gem will reach out to potential new member(s)
3	Parse license term review project				Some of the license terms in the NZ shows up differently in Primo VE. Submitted a ticket. Our terms (around 77) migrated as custom terms. About 34 terms where our license term code exactly matches the default. Because they match, it uses the default terminology instead. Ex Libris Recommendation: Change NZ license codes to include a suffix. CDLNZ-Group thoughts: Matters more that it’s obvious where the label come from and we can map back 1:1.	Sherry will request Ex Libris change in sandbox, verify it looks good, and likely request the change for production.
4	Brief Acq Order records decision page	Review and finalize before sending to resource management.				Gem will send to RM-OST toward the end of today.
5	Next Steps		5
6	Parking Lot / Overflow				Notes/Topics for Ex Libris Consulting Next Quarterly report: Include expectations for campus practices around making 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