2022-11-21 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

CDL-NZ licensing query

5

Lisa Spagnolo

Due date was 11/18 - hope you could help out!
The CDL team is interested in learning about more details from the campuses with licenses already in Alma (naming conventions and coding-related, etc.). See earlier folder on licenses with UCD documents: https://drive.google.com/drive/u/1/folders/1yUjIPbU5bcIPHOTmvIi0z41AIx5Swt_C

Data in - thanks to those with answers - we’re going through it now

CDLNZ-PT Update

10

Erika Quintana

Lisa Spagnolo

NZ License Practice documentation & campus impacts.

POL Ordering Feedback & Next Steps (forthcoming)

provide feedback on license practice if you have any, but mostly a holding pattern until we have clear details on how to cleanup data.

Deep Dive Discussion - Fund Management/Accounting

30

Stacy McKenna

How are you managing Funds in Alma? How are you getting accounting information out for your teams? What solutions have you managed to develop for your colleagues? Which data are you still struggling with?

focused on CDL processes so Susan can be here for the original question discussion.
UCD - requests for funds get processed outside of Alma, but recharges recorded for tracking for POLs.
UCLA’s CDL vendor doesn’t have a financial system code, so POLs/invoices record info, but not for actually cutting checks directly.

CDL / Local campus Workflows - Updates?

Time permitting

5/2: re: CDL-NZ group to support CDL Shared Acquisitions. Waiting to hear more. (Still true 8/15)

4/25

• Lisa S. Alma does not handle negative allocations (that was one of the ways we managed the recharge/deposit w/ transactions by title to draw that down).

• Lisa M. CDL has met with ExL to outline processes / use cases to take ExL development. Current functionality doesn’t fully support current workflows

• Google Drive space for recording where/how recharges are recorded

• SCLG supplying fiscal close deadlines.

• CDL NZ Shared Collections reviewing current workflows, will start with performing needs assessment

• All: see the Google Drive space on recharges - and add in if not there already.

Parking Lot for Previous Action Items

Wishlist: All-UC Import Profiles workshop for after Fall quarter

New Items

Capture important topics for future discussion

New Acq UX - https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2022-2024)_-_July_2022_Update/Acquisitions https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/046New_MDE_Functionality/New_Unified_PO_Line_Task_List expected to roll out 10/26-11/6 (we think)

General processing topics to discuss more in depth - continuations (receiving, renewals, to encumber or not to encumber - serials vs standing orders, standing orders vs approval volumes, etc.)

Actions from previous meetings:

Total

50/50