All questions have been answered, it's just a matter of getting them recorded. Natasha will add all questions asked of the task force added to confluence
Tyler will add any related files to Github
Past Action Items
The CSUSM Customizations list will be added to the letters description table
We will provide a quick guide for showing how to test letters
Continue working on final draft of letters repository and description table.
Everyone should continue working on the XSLTCustomizations.xml until our next meeting in January.
Sample letters from each task force member should be sent to the task force email list
Steven Espinoza (Unlicensed) will put in a ticket to ExL to ask about editing the description of each letter that shows to staff members
Update 12/07/2017 on this agenda item: Ticket to Ex Libris has been escalated for Tier 2 analysis.
Update 1/20/2017 on agenda item: Field is no longer editable. It was a bug that was never meant to be editable.
Major Milestones
Stage
Complete By
Status
01 Jun
Initial meeting to discuss Project
Status
colour
Green
title
COMPLETED
Potential prescriptive policies to send to COLD
Status
colour
Green
title
COMPLETED
Meeting to discuss COLD document
Status
colour
Green
title
COMPLETED
Meeting to discuss central repository
Status
colour
Yellow
Green
title
Not started
COMPLETED
December Meeting
Status
colour
Green
title
COMPLETED
January Meeting
Status
colour
Green
title
COMPLETED
Goals Updated
Status
colour
Yellow
Green
title
Not started
Completed
February Meeting
Status
colour
Yellow
Green
title
Not started
COMPLETED
Have a rough draft of central repository finished
Status
colour
Yellow
Green
title
Not started
COMPLETED
Have rough draft of letter description table finished
Status
colour
Yellow
Green
title
Not started
COMPLETED
Final draft of letter template central repository finished
Status
colour
Yellow
title
Not started
IN PROGRESS
Final draft of letter description table finished
Status
colour
Yellow
Green
title
Not started
COMPLETED
Project Team
Role
Name
Sponsor
Sarina Sinick (CO)
Project Lead
Natasha Allen (SJSU)
Team Members
Christian Ward (Sacramento)
Natasha Allen (SJSU)
Micah Jeffries (SJSU)
Steven Espinoza (San Marcos)
Tyler Rogers (SDSU)
Vendor Contacts
N/A
Informed / Other Stakeholders
Systems Working Group Access Services Working Group
Why are we doing this?
Scope
Must Have
Should Have
Nice to Have
Out of Scope
TBD
Related Activities
Background/Purpose of Task Force: Alma enables libraries to customize the appearance and wording of letters. System-wide collaboration will better enable each CSUs campus to fully utilize the XLST/Letters branding capabilities afforded by Alma.
Must Have
Some thought was given that there should be a base list of letters that should be working or have some detail provided in a template that can be applied to various letters.
Working Activity report
Courtesy and Overdue notices
Interested user letters
ILL slips
Nice to Have
It would be nice to have a repository of shared templates to which each campus could add customized branding
A table that names the letters in a more descriptive way
SMS messaging
Acquisition requests
Out of Scope
Advanced XML editing
Individual training with campuses
Providing support for SMS notices
Related Activities
Connection to resources for XML training in lieu of individual training