2023-03-28 CDLNZ-PT Meeting Note

Attendees

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Lisa Spagnolo

  • @Erika Quintana

  • @Maria Figueroa

  • @Lisa Mackinder

  • @Laura Fouladi

  • @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

 

 

 

  • Welcome Laura!!

  • Update from Ex Libris about Analytics not displaying negotiation members

  • Ex Libris Consulting update

  • Gem out next week - Volunteers for zoom host?

 

 

3

Review draft feedback request regarding projected/expenses

 

 

 

 

 

Gem will send email to Acq requesting feedback

4

POL Entry discussion

 

 

 

Recap what we worked on Thursday and continue discussion.

 

Sherry will assign about 5 lines to each person as a test run.

5

Next Steps

 

5

 

 

 

 

6

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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