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Project Owner: Christine Evans (Unlicensed)

Overall Status

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Major Milestones

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Contact David Walker & Ian Chan
  
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Email for Additional Members and Summary of Tasks
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Sub-Group Formed / Members Notified
 
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Initial Group Meeting / Timeline Established
 
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Group Members Send Patron Type Recommendations to Christine Evans (Unlicensed)
 
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Group Meeting
 
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Recommendations sent to ULMS group by Christine Evans (Unlicensed)
 
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Email to David Walker about clarifications by Christine Evans (Unlicensed)
 

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Email to PeopleSoft sub group for remainder of tasks and deadlines by Christine Evans (Unlicensed)
 

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Set up remainder of meetings Christine Evans (Unlicensed)
 

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Group Meeting

 

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Recommendations (1st set) sent to David Walker

 

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Recommendations (2nd set) sent to the ULMS group by Christine Evans (Unlicensed)

 

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Group Meeting

 

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Recommendations (2nd set) sent to David Walker

 

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PeopleSoft group concluded (completed all tasks)

 

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Project Team

Sub-Group Tasks / Charge

The PeopleSoft / Patron Data Sub-Group has been tasked with standardizing patron information among the CSUs to help automate the PeopleSoft load.

 

Tasks:

*Standardize Patron Types

*Standardize Expiration Dates

*Expiration Dates for Tenured Faculty

*Additional Stats Categories (i.e. identifiers such as P Code 3)

*Hierarchy of Patron Types

*Special Patron Types (Procedures)

 

Deadline:

All recommendations are due to David Walker by Monday, May 2nd

Meeting Notes

Meeting Notes 4.13.16.docx

Meeting Notes 4.18.16.docx

Meeting Notes 4.25.16.docx

Meeting Notes 5.2.16.docx

Recommendations Sent to the Chancellor's Office

PeopleSoft Recommendations (1st set).docx

PeopleSoft Recommendations (2nd set).docx