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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
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  • 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

- Micah Jeffries (Unlicensed) / Ian Chan (Unlicensed)Alma Letters Central Repository -
  • describing the need to have the ILLiad username match an identifier in Alma (Christian Ward confirmed that it doesn't have to be the primary ID, just an identifier defined in Alma. You will need to modify the ILLiad plugin source code to use an identifier other than the Primary ID - Christian will share this info).

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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