2023-04-26 CDLNZ-PT Meeting Note

Attendees

@Sherry Lochhaas
@Erika Quintana
@Angelica Felix
@Lisa Mackinder
@Maria Figueroa
@Lisa Wong

Not attending:

@Gem Stone-Logan

@Laura Fouladi

@Lisa Spagnolo
@Tamara Pilko
@Caitlin Nelson , project champion

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro
2	Updates
3	Analytics				Discussed paydoc worksheet & report options more: Would need a way to input a mix of percentages or dollar amounts into the worksheet version for a single order which could end up being very complicated Paydocs: Could clean them up so there is a separate section for the POL/invoice data at the top, separate from the fund amounts (so as to not repeat notes) Exports: Could export the entire dashboard into an Excel for distribution to campuses Question for Gem to remind us: Exactly how can campuses use these reports in Alma, or can they do nothing with them from the IZ level? API: Future potential exploration: Can an API be used to add Alma reports/dashboard data to a third party system? Has any campus done this successfully? Impact on data privacy? Brainstormed ideas for how to write about analytics in the final report (added notes as a comment on our draft for now)
4	Funding recommendation				Reviewed comments on the final funding recommendation report		@Gem Stone-Logan Gem: Review suggested edits and then we’ll finalize this document
5	Next Steps		5		Next week work on final report.	Cancelled next meeting (4/27)	Team: Work on the final report! and POLs @Laura Fouladi Laura: Write instructions on how to delete an invoice that’s already paid/finalized (as part of the larger clean up for deleting some POLs that we need to redo) - review & determine how these should be cleaned up @Gem Stone-Logan Review ExL ticket: 06620585: Analytics Missing License Negotiation Member
6	Parking Lot / Overflow				Notes/Topics for Ex Libris Consulting For reference: Out of Office/Vacation Schedule