2023-02-15 CDLNZ-PT Meeting Note
Attendees
@Sherry Lochhaas
@Angelica Felix
@Gem Stone-Logan , facilitator
@Lisa Spagnolo
@Erika Quintana
@Maria Figueroa
@Lisa Wong
Not attending:
@Tamara Pilko
@Lisa Mackinder
@Caitlin Nelson , project champion
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
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| 1 | Facilitator intro |
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| Gem |
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| 2 | Updates |
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| 3 | Group Introductions |
| 10 min |
| Welcome Lisa Wong! |
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| 4 | Why our group exists |
| 10 min |
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| 5 | Introduction to Payments and Projections and Pay docs |
| 20 min |
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| 6 | Our groups work |
| 20 min |
| Summary of what we’ve done so far What we still hope to accomplish |
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| 7 | Refine ordering and invoicing prep doc |
| 25 min |
| Questions for later:
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| 8 | Next Steps |
| 5 |
| Tuesday work on Tier 2 stuff |
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| 9 | Parking Lot / Overflow |
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| Work on more Tier 2 issues (see notes from 2/8/2023) 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 |
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