STAFF RESOURCES

Invoice Focus Group Meeting Minutes: October 20, 2003

Present:
Joan Hendershot, Julie Kaufman [chair], and Suzanne Posluszny, Kayla Reichardt

Agenda

  1. Renewals
  2. Cancellations & Reinstatements
  3. NBL website
  4. Vendor title # field
  5. Paper cancellation/ online subscription workflow
  6. Update on Extended Info. Project
  7. Firm orders

1/2. Ebsco renewals are being processed, however as cancellations have not yet been finalized, renewals cannot be finalized. Julie will ask Robin to email a list of current cancellations to the group in order to further this process. Also, All Everetts subscriptions, claims, and invoices are being transferred to Swets Blackwell due to their having acquired Everetts.

Kayla reviewed the proposed new layout for the NBL webpage. There were no additional suggestions.

3. A question was raised regarding who was performing the updating of the Vendor title # field in the basic folder of the serial control records. Kayla informed the group that these are being updated as part of the Extended Info. Project.

4. Julie updated the group regarding subscriptions that are being cancelled in paper and subscribed to in electronic format. Julie, Robin and Cathy Pecoraro are currently working on establishing a workflow for this process as it is happening with more frequency. The group brought up questions regarding what should be done if a notice "license agreement required" is found in a renewal and also what to do if the paper and online versions have been coming from different vendors. Julie will bring these questions to Cathy and Robin so that a workflow may be established, written and distributed.

5. Firm orders are currently being created on fund PHOMX. Any firm orders that are needed may be submitted to Julie.

Assignments

-Julie will ask Robin to email a list of current cancellations to the group.

-Julie will work with Robin and Cathy to establish a workflow for subscriptions that are being cancelled in paper and subscribed to in electronic format.

Pending

Next meeting: November 17, 2003
Location: ALEX
Time:10:30am

Next recorder: Kayla Reichardt, back-up: Joan Hendershot



 
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