2023-04-11 CDLNZ-PT Meeting Note

Facilitator intro

Updates

Timeline discussion

Still to do. (Copied from 2/8 discussion.)

• Formalize our thoughts around the funding and why - 4/13 (share with larger group on 4/19)

• Finish documentation, provide an overview - Finished

• Create a game plan for the POL entry - already in progress

• Workshop once ordering bug fixed and more CDL orders have been entered - address in final report

• Tier 2 discussions (maybe use TAIR) - 4/20

• 4/19 - continue Analytics Paydoc discussion.

• Final report - first draft done by end of the month

Gem to create a doc about the order linking bug.

POL Project

Aim for initial orders to be entered by Tuesdays.

For CDL funds until last Friday, use the TRIP fund.

Campus Feedback

Initial feedback from campuses about expense/projected amounts being on two different reports.

Feedback regarding when campuses use one-time vs continuing orders.

Next Steps

5

For tomorrow, sketch out a paydoc in Analytics - any of the existing orders in Alma with invoices.

Parking Lot / Overflow

Notes/Topics for Ex Libris Consulting

For reference: Out of Office/Vacation Schedule