2023-02-16 CDLNZ-PT Meeting Note

Attendees

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Gem Stone-Logan , facilitator

  • @Lisa Spagnolo

  • @Erika Quintana

  • @Maria Figueroa

  • Miranda Bennett (Guest)

Not attending:

  • @Tamara Pilko

  • @Lisa Mackinder

  • @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

Introductions

 

5 min

 

 

 

 

3

POL Game Plan Discussion

 

45 min

 

Discussion points

  • What we’re trying to do

  • Why we’re trying to do it

  • Discuss challenges and options for entering orders and invoices

 

 

 

 

4

Next Steps

 

5

 

Tuesday: Discuss RM questions about brief bibs.

 

 

5

Parking Lot / Overflow

 

 

 

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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