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Overall Status

Status
colourBlue
titleIn-Progress
 

Major Milestones

 

StageComplete ByStatusMeet with CO CMS and Identity Management group to discuss project

 

StatuscolourGreentitleCompletedMeet with vanguard campuses (Fresno, San Jose, Northridge) to discuss project

 

StatuscolourGreentitleCompletedVanguard campuses tweak existing process to accommodate Alma

 

StatuscolourGreentitleCompletedReview survey of libraries' needs regarding parton load

 

StatuscolourGreentitleCompletedDeliver draft requirements document and sample code from vanguard campuses to CMS

 

StatuscolourGreentitleCompletedCreate Access Services taskforce to standardize patron types and expiry date

 

StatuscolourGreentitleCompletedFinal requirements document delivered to CO CMS

 

StatuscolourGreentitleCompleted

CO CMS develops initial export process

 

Status
colourBlue
titleIn-Progress
Begin testing of CO-developed patron extract with initial test group (= vanguard) campuses

 

Status
colourBlue
titleIn-Progress
Testing and feedback

 

Status
colourRed
titleNot started

CMS Development updates 

 

Status
colourRed
titleNot started

Campus round 2 testing

 

Status
colourRed
titleNot started

CMS final development

 

Status
colourRed
titleNot started

Project delivered in MP 24 

 

Status
colourRed
titleNot started

Project Team

 

RoleNameProject leads

Ian Chan (Unlicensed); David Walker

Chancellor's Office

About

The Chancellor's Office CMS group has developed an app engine (read: batch script) that campus PeopleSoft groups can enable to automate the extract of user data from PeopleSoft to Alma.  

Background Documentation:

Project Team


RoleName
Project lead

David Walker

Other Contacts

Darlene Daclan (AA Business Sys Dir)
ddaclan@calstate.edu

John Horton (Stdnt Admin Sr Tech Dev)
mtrullinger@calstate.edu

Barbara Gal (Project Manager)
bgal@calstate.edu

Ex Libris Contacts

Dolph Chaney (Project Manager)
Dolph.Chaney@exlibrisgroup.com

Informed / Other Stakeholders

brandon dudley (Unlicensed), Lauren Magnuson (Unlicensed)

Why are we doing this?

Users of Alma and Primo need accounts set up in the system to perform tasks.  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 as 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 setting up authentication in Alma and Primo.

Documentation:

Meeting Notes:

  • SSO / PeopleSoft Discussion (w/CO)
  • 2015-11-04 Meeting notes
    • 2015-12-08 Meeting notes (w/CO)