2023-04-19 CDLNZ-PT Meeting Note

Facilitator intro

Updates

• Ex Libris consulting call first week of May. Monday or Wednesday afternoon central time. What would work best?

Analytics Work

Review paydoc options for Analytics

Funding Recommendation doc

Review draft document regarding order bug

• Does this fulfill a purpose?

• Does it say useful things?

Next Steps

5

4/20 - Discuss Tier 2

Next week - Work on final report

Parking Lot / Overflow

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