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 and standardize the data as much as possible. It also allows us to coordinate this work with the related task of setting up authentication in Alma and Primo.
The Chancellor's Office CMS group
is developing
has developed an app engine (read: batch script) that campus PeopleSoft groups
will download and install in order
can enable to automate the extract of user data from PeopleSoft to Alma.
Considerations for libraries
Every campus Student Information System (SIS) and HR System (for employee data) is set-up slightly differently in PeopleSoft. Although there is a great deal of standardization, especially around basic contact information (EmplID, name, email, address, etc.), some pieces of data, such as campus username and barcode, are not standardized across the CSU.
The script developed by the Chancellor's Office accounts for all of the standardized data elements. However, campuses that want to include a non-standard element, such as campus username or a barcode, will need to enter a COMR exception (read: customization) to account for this local data.
Note that this will not be necessary for most libraries. Campus username is not necessary for authentication for the vast majority of libraries, and at most campuses the PeopleSoft EmplID is the campus barcode number, and is already included in the basic export.
Major Milestones
Stage
Complete By
Status
Meet with CO CMS and Identity Management group to discuss project
Status
colour
Green
title
Completed
Meet with vanguard campuses (Fresno, San Jose, Northridge) to discuss project
Status
colour
Green
title
Completed
Vanguard campuses tweak existing process to accommodate Alma
Status
colour
Green
title
Completed
Review survey of libraries' needs regarding parton load
Status
colour
Green
title
Completed
Deliver draft requirements document and sample code from vanguard campuses to CMS
Status
colour
Green
title
Completed
Create Access Services taskforce to standardize patron types and expiry date
Status
colour
Green
title
Completed
Final requirements document delivered to CO CMS
Status
colour
Green
title
Completed
CO CMS develops initial export process
Status
colour
Green
title
Completed
Begin testing of CO-developed patron extract with pilot (= vanguard) campuses