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About

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

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 create sample scripts to inform CMS design

 

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

 

StatuscolourGreentitleCompletedBegin testing of CO-developed patron extract with pilot (= vanguard) campuses

 

StatuscolourGreentitleCompletedTesting and feedback

 

StatuscolourGreentitleCompletedCMS Development updates 
StatuscolourGreentitleCompletedGeneral release to campuses

 

StatuscolourGreentitleCompletedAll Alma instances configured to pick up files

 

Status
colourYellow
titleIn progress

Campuses complete configuration and testing of app engine

 

Status
colourYellow
titleIn progress

All Alma instances scheduled for daily pick-up

 

Status
colourYellow
titleIn progress

PeopleSoft Guides

  • ALMA Unified Library Interface User Guide
    • Design specification2015-12-08 Meeting notes (w/CO)

    .  

    Background Documentation:

    Meetings

  • 2016-12-07 Delivery & Q&A webinar (chat)
  • SSO / PeopleSoft Discussion (w/CO)
  • 2015-11-04 Meeting notes

    • Project Team


    RoleName
    Project
    leadsIan Chan (Unlicensed);
    lead

    David Walker

    Chancellor's Office
    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

    .eduEx Libris Contacts

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

    Informed / Other Stakeholders

    brandon dudley (Unlicensed), Lauren Magnuson (Unlicensed)

    Campus contact

    CampusPS AreaContactEmailTelephoneBakersfieldBrian Chenbchen@csub.edu661-654-2538Channel IslandsShawn Bochatshawn.bochat961@csuci.edu805-4373224ChicoBeth Kissingerbkissinger@csuchico.edu,530-898-5007Dominguez HillsBill Changbchang@csudh.edu310-243-2369East BayKent McKinneykent

    .

    mckinney@csueastbay.

    edu

    510-885-3574FresnoJohn Wagenleitnerjohnwa@csufresno.eduFullertonRamesh Purohitrpurohit@fullerton.eduHumboldtMelinda SwankMelinda.Haynes.Swank@humboldt.eduLong BeachNadia Vargo Nadia.Vargo@csulb.edu562-985-8715Los AngelesHRMJerry WongJWong4@cslanet.calstatela.eduLos AngelesRegistrarLai Leunglleung@calstatela.eduMaritime AcademyGopaal Chandrasevkarangopaal@csum.edu707-654-1729Monterey BayIN-PROCESSMoss LandingN/ANorthridgeSondra BaierSondra.baier@csun.eduPomonaPeopleSoftPatricio Beltranpbeltran@cpp.edu9098692238PomonaIdentity Management David Drivdahldavidd@cpp.edu9099796372SacramentoMarc Foxfoxm@skymail.csus.eduSan BernadinoHRMRon Rodriguezrrodrigu@csusb.edu9095377261San BernadinoRegistrarLenora Rodgerslenora@csusb.edu9095377264San DiegoN/ASan FranciscoBernie Brownbbrownsf@sfsu.edu4153382449San JoseYogalakshmi(Yoga) Periasamyyogalakshmi.periasamy@sjsu.edu4089242305San Luis ObispoIN-PROCESSSan MarcosMichael C. Sullivanmsulliva@csusm.edu7607504711SonomaErica Klaftererica.klafter@sonoma.eduStanislausCorey Cardozaccardoza@csustan.edu2096673731

    Possible Future Enhancements

    • Skip students with multiple plans that have the same sequence number and log the error.