2023-03-22 CDLNZ-PT Meeting Note

Attendees

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Gem Stone-Logan , facilitator

  • @Lisa Spagnolo

  • @Erika Quintana

  • @Maria Figueroa

  • @Lisa Mackinder

  • @Lisa Wong

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

Analytics Work

 

 

 

  • Sherry will send out a question to Acq/Eres about what POL types campuses use for things like ebooks.

  • Gem will create a draft doc about the challenges of projected and expenditure on one report.

 

4

POL Entry Discussion

 

 

 

 

 

 

5

Next Steps

 

5

 

 

 

 

6

Parking Lot / Overflow

 

 

 

Thursday - Review POL entry spreadsheet and general order/invoice entry process?

 

Future Analytics Reports:

  • 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

For reference: Out of Office/Vacation Schedule

 

 

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