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Date

Attendees

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Lauren Magnuson (Unlicensed)

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Recording

Discussion items

20
TimeItemWhoNotes
5 minCO Integrations project updates (PeopleSoft patron loading, PeopleSoft Financials, Shibboleth)

David Walker

PeopleSoft Patron Loading

  • Vanguard campuses have completed early testing
  • Chancellor's Office is correcting some issues Vanguards identified
  • Dave to give presentations to PeopleSoft groups about this project - will be giving a heads up to technical user group of PeopleSoft
  • Finalized script will be ready in December

Primo Authentication

  • Ex Libris re-building Primo, so authentication work is also on hold
  • A few campuses haven't tested authentication, so once Primo is back up end of November, another call for testing will go out

PeopleSoft Financials

  • Task Force has been meeting
  • Found 2 different upload standards for invoices
    • one for manual upload
    • one for system-system integration upload
  • Identifying technical requirements for integration
  • 4 campuses currently integrate between current ILS and PeopleSoft, priority is ensuring these campuses will be up and running day 1
  • Close to the point where code will be developed

25 minSystems Policies and , Best Practices & Procedures
OCLC Connexion - Alma Export Integration for Network Zone -

Lauren Magnuson (Unlicensed)

WorldCat (OCLC) Search External Resources for Network Zone Configuration - Lauren Magnuson (Unlicensed)

- General info about Systems Policies and Procedures

Micah Jeffries (Unlicensed) - Import profiles

  • Recommended Match Methods
  • Recommended Merge Methods
  • Network Zone Normalization
    • -
  • Rules
  • Management Tags

Micah Jeffries (Unlicensed)

/ Marcus Jun (Unlicensed)
  • Illiad NCIP Plug-in Set Up Procedure - Micah Jeffries (Unlicensed) / Christian Ward
    • Illiad

    - ILLiad integration update

    Natasha Allen (Unlicensed)

    Alma and Bursar Integration for Exchange of User Fine/Fee Data - Ian Chan (Unlicensed)

    - XSLT / Letters Update

    • Created documentation on learning XSLT
    • Discussed creating some templates
    • Will create Excel sheet of what each letter does and scenarios when each letter might be sent


    Action items

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