2023-02-22 CDLNZ-PT Meeting Note

Facilitator intro

Gem

Updates

Analytics Work

• Discuss which reports we want to try creating in Analytics

  • Payments and Projections (one master and then one per campus)

    • Possibly this needs to be split up into multiple reports

    • Need to consider how opening fiscal year

  • Payment Documents (one per resource)

    • including historical information of payments on a resource (a POL), their past cost share percentages & dollar amounts, and increase % history

  • Expenditure Reports (resources paid within the month - one per campus)

  • Quarterly recharge (one per campus)

  • List of orders and connected collections

• Prioritize the reports (both in importance and dependencies)

  • Payments and projections need to be done before anything

• Determine which one we want to work on first

  • Work on payments and projections first but do it in phases

• Review and create a requirements doc for the first report

  • Initial report requirements for payments and projections

Next Steps

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