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Meeting Recording List
| Item | Desired Outcome | Time | Who | Notes | Decisions | Actions |
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| 1 | Facilitator intro | | | | |
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| 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)
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| 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 |
| 6 | Parking Lot / Overflow | | | | Notes/Topics for Ex Libris Consulting For reference: Out of Office/Vacation Schedule | | |