2023-01-03 CDLNZ-PT Meeting Note

Facilitator intro

Using Lisa Spagnolo’s Meeting Link for January 3-5 (see Slack or updated meeting invite for link)

Potential meeting topics

• Need to document making order record, how to pay invoice.

• Figuring out clear mapping for all payment data.

  • Identify what has already been mapped and what still needs to be decided.

• Focus on Analytics

  • Template of paydoc, etc to try to emulate in Analytics

• Work on POL templates and bib record templates

• Consider writing alternate instructions for campuses if order button doesn’t appear

• Submit ticket to Ex Libris about the skip_erp setting to see how support handles the question

Updates

Next Steps

5

Parking Lot / Overflow

Notes/Topics for Ex Libris Consulting

• Gem will follow-up on outstanding tickets when back January 9.

  • 06595329 - Order button issue

  • 06593328 - Leaking IZ data in NZ

Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion.

Vanderbilt integrated with Oracle and did a presentation on it.

For reference: Out of Office/Vacation Schedule