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 has developed an app engine (read: batch script) that campus PeopleSoft groups can enable to automate the extract of user data from PeopleSoft to Alma.
Issues See Known Issues for common problems.
Major Milestones Stage Complete By Status Meet with CO CMS and Identity Management group to discuss project Statuscolour Green title Completed Meet with vanguard campuses (Fresno, San Jose, Northridge) to discuss project Statuscolour Green title Completed Vanguard campuses create sample scripts to inform CMS design Statuscolour Green title Completed Review survey of libraries' needs regarding parton load Statuscolour Green title Completed Deliver draft requirements document and sample code from vanguard campuses to CMS Statuscolour Green title Completed Create Access Services taskforce to standardize patron types and expiry date Statuscolour Green title Completed Final requirements document delivered to CO CMS Statuscolour Green title Completed CO CMS develops initial export process
Statuscolour Green title Completed Begin testing of CO-developed patron extract with pilot (= vanguard) campuses Statuscolour Green title Completed Testing and feedback Statuscolour Green title Completed CMS Development updates 30 Nov 2016 Statuscolour Green title Completed General release to campuses Statuscolour Green title Completed All Alma instances configured to pick up files (test) Statuscolour Green title Completed All Alma instances configured to pick up files (prod) Statuscolour Green title Completed Campuses complete configuration and testing of app engine Statuscolour Green title Completed All Alma instances scheduled for daily pick-up Statuscolour Green title Completed PeopleSoft Guides ALMA Unified Library Interface User Background Documentation: Meetings leads Ian Chan (Unlicensed) ; Chancellor's Office .edu Ex Libris Contacts Dolph Chaney (Project Manager) Dolph.Chaney@exlibrisgroup.com
Informed / Other Stakeholders Campus PS Area Contact Email Telephone Bakersfield Brian Chen bchen@csub.edu 661-654-2538 Channel Islands Shawn Bochat shawn.bochat961@csuci.edu 805-4373224 Chico Beth Kissinger bkissinger@csuchico.edu , 530-898-5007 Dominguez Hills Bill Chang bchang@csudh.edu 310-243-2369 East Bay Kent McKinney kent.mckinney@csueastbay.edu 510-885-3574 Fresno John Wagenleitner johnwa@csufresno.edu Fullerton Ramesh Purohit rpurohit@fullerton.edu Humboldt Melinda Swank Melinda.Haynes.Swank@humboldt.edu Long Beach Nadia Vargo Nadia.Vargo@csulb.edu 562-985-8715 Los Angeles HRM Jerry Wong JWong4@cslanet.calstatela.edu Los Angeles Registrar Lai Leung lleung@calstatela.edu Maritime Academy Gopaal Chandrasevkaran gopaal@csum.edu 707-654-1729 Monterey Bay IN-PROCESS Moss Landing N/A Northridge Sondra Baier Sondra.baier@csun.edu Pomona PeopleSoft Patricio Beltran pbeltran@cpp.edu 9098692238 Pomona Identity Management David Drivdahl davidd@cpp.edu 9099796372 Sacramento Marc Fox foxm@skymail.csus.edu San Bernadino HRM Ron Rodriguez rrodrigu@csusb.edu 9095377261 San Bernadino Registrar Lenora Rodgers lenora@csusb.edu 9095377264 San Diego N/A San Francisco Bernie Brown bbrownsf@sfsu.edu 4153382449 San Jose Yogalakshmi(Yoga) Periasamy yogalakshmi.periasamy@sjsu 4089242305 San Luis Obispo IN-PROCESS San Marcos Michael C. Sullivan msulliva@csusm.edu 7607504711 Sonoma Erica Klafter erica.klafter@sonoma.edu Stanislaus Corey Cardoza ccardoza@csustan.edu 2096673731 Possible Future Enhancements Skip students with multiple plans that have the same sequence number and log the error.
Better mapping for non-state-side employees
Expiration dates for faculty/staff, when known (particularly for visiting scholars)
If a student shows enrollment and has a future effective dated program stack, then exclude the student from the extract