Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Overall Status
| Status | ||||
|---|---|---|---|---|
|
Major Milestones
| Stage | Complete By | Status | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Meet with CO CMS and Identity Management group to discuss project |
|
| ||||||||
| Meet with vanguard campuses (Fresno, Fullerton, Northridge) to discuss project |
|
| ||||||||
| Vanguard campuses tweak existing process to accommodate Alma |
|
| ||||||||
| Review survey of libraries' needs regarding parton load |
|
| ||||||||
| Deliver draft requirements document and sample code from vanguard campuses to CMS |
|
| ||||||||
| Create Access Services taskforce to standardize patron types and expiry date |
|
| ||||||||
| Final requirements document delivered to CO CMS |
|
| ||||||||
CO CMS develops initial export process |
|
| ||||||||
| Begin testing of CO-developed patron extract with initial test group (= vanguard) campuses |
|
| ||||||||
| Testing and feedback |
|
| ||||||||
| CMS Development updates |
|
| ||||||||
| Campus round 2 testing |
|
| ||||||||
| CMS final development |
|
| ||||||||
| Project delivered in MP 24 |
|
|
Project Team
| Role | Name |
|---|---|
| Project leads | |
| Chancellor's Office Contacts | Darlene Daclan (AA Business Sys Dir) John Horton (Stdnt Admin Sr Tech Dev) Barbara Gal (Project Manager) |
| Ex Libris Contacts | Dolph Chaney (Project Manager) |
| Informed / Other Stakeholders |
Why are we doing this?
Staff need to be able to login to Users of Alma and end-users need to be able to login to Primo Primo need accounts set up in the system to perform tasks. Adopting a systemwide approach This project will create an automated process to export new, updated, and expired users from PeopleSoft to Alma on a regular basis. Doing this systemwide allows us to streamline the process for setting-up authenticationas well as standardize the user types and statistical categories used in Alma across all campuses. It also allows us to coordinate this work with the related task of automating the loading of patron data from PeopleSoft to Alma setting up authentication in Alma and Primo.
Documentation:
- SIS Overview
- Loading External Users from SIS into Alma
- Sample XML / More Complete Sample XML
- Requirements
- PeopleSoft Library Interface