2023-03-14 CDLNZ-PT Meeting Note
- Gem Stone-Logan
Attendees
@Sherry Lochhaas
@Angelica Felix
@Lisa Spagnolo
@Erika Quintana
@Maria Figueroa
@Lisa Mackinder
@Gem Stone-Logan , facilitator
Not attending:
@Tamara Pilko
@Caitlin Nelson , project champion
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
|---|---|---|---|---|---|---|---|
| 1 | Facilitator intro | Â | Â | Gem | Â | ||
| 2 | Updates | Â | Â | Â | Â | Â | Â |
| 3 | Status/Invoice Issues | Prep for meeting with Lisa tomorrow | Â | Â | Brainstorm ideas for how to translate the status/invoice column to an Analytics version of the Payments and Projections report. | Â | Â |
| 4 | Next Steps | Â | 5 | Â | Thursday - Continue outlining plan for POL entry or move to funding? | Â | Â |
| 5 | Parking Lot / Overflow | Â | Â | Â | After POL plan, work on funding 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 | Â | Â |
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