2023-03-14 CDLNZ-PT Meeting Note

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

Meeting Recording List

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Facilitator intro

 

 

Gem

 





2

Updates

 

 

 

 

 

 

3

Status/Invoice Issues

Prep for meeting with Lisa tomorrow

 

 

Brainstorm ideas for how to translate the status/invoice column to an Analytics version of the Payments and Projections report.

 

 

4

Next Steps

 

5

 

Thursday - Continue outlining plan for POL entry or move to funding?

 

 

5

Parking Lot / Overflow

 

 

 

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

 

 

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