2023-03-21 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

Work on Payments and Projections Report

 

 

 

Separate out each specific cases when this report is used and what each individual use needs.

 

 

4

Next Steps

 

5

 

Wednesday - Start meeting with Lisa W but probably keep it short and transition to more POL entry planning

 

 

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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