2018-04-20 Meeting notes

Date

Discussion items

ItemWhoNotes
August Training
  • Have ExL present on Invoicing/tax
  • Have someone from CSU do POL set creation and the jobs that can be run on them
ERM/ACQ suggestions for ELUNA RoundtableJessica Hartwigsen

What documentation could be improved

  • NZ documentation
  • Get It Link 1 and 2 mapping tables in Primo Back Office
  • Almost all knowledge center articles lack context. Everything is piecemeal
  • Display logic
  • Ask if they have users review documentation before publishing
 GOBI problems report Christopher Bulock (Unlicensed)
  •  OCLC would be open to GOBI sending OCLC # to set holdings to avoid mismatch, but this might not be best record.
  • Following up with Brandon on list price issue, as it's still ongoing.
Moving portfolios in May releaseChristopher Bulock (Unlicensed)

Plan for demonstrating new functionality

Chris will talk to Moon about it. Release on prod May 6.

Single ebook ordering reduxChristopher Bulock (Unlicensed)

Future Open Forum to show workflow for those who create order/invoice manually in Alma rather than getting info from GOBI (maybe SLO could present)

Chris will ask at the open forum if there's interest

Action items