2023-04-19 CDLNZ-PT Meeting Note

Owned by Gem Stone-Logan
Apr 19, 2023
1 min read

Attendees

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Erika Quintana

  • @Lisa Mackinder

  • @Lisa Wong

  • @Laura Fouladi

  • @Gem Stone-Logan , facilitator

  • @Maria Figueroa

Not attending:

  • @Lisa Spagnolo

  • @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

 

 

 

 





2

Updates

 

 

 

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

 

 

3

Analytics Work

 

 

 

Review paydoc options for Analytics

 

 

4

Funding Recommendation doc

 

 

 

 

 

 

5

Review draft document regarding order bug

 

 

 

  • Does this fulfill a purpose?

  • Does it say useful things?

 

 

6

Next Steps

 

5

 

4/20 - Discuss Tier 2

Next week - Work on final report

 

 

7

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

 

 

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