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Overall Status

Status
colourBlue
titleIn-Progress
 

Major Milestones

 

StageComplete ByStatus
Meet with CO CMS and Identity Management group to discuss project

 

Status
colourGreen
titleCompleted

Meet with vanguard campuses (Fresno, San Jose, Northridge) to discuss project

 

Status
colourGreen
titleCompleted

Vanguard campuses tweak existing process to accommodate Alma

 

Status
colourGreen
titleCompleted

Review survey of libraries' needs regarding parton load

 

Status
colourGreen
titleCompleted

Deliver draft requirements document and sample code from vanguard campuses to CMS

 

Status
colourGreen
titleCompleted

Create Access Services taskforce to standardize patron types and expiry date

 

Status
colourGreen
titleCompleted

Final requirements document delivered to CO CMS

 

Status
colourGreen
titleCompleted

CO CMS develops initial export process

 

Status
colourBlue
titleIn-Progress
Begin testing of CO-developed patron extract with initial test group (= vanguard) campuses

 

Status
colourBlue
titleIn-Progress
Testing and feedback

 

Status
colourRed
titleNot started

CMS Development updates 

 

Status
colourRed
titleNot started

Campus round 2 testing

 

Status
colourRed
titleNot started

CMS final development

 

Status
colourRed
titleNot started

Project delivered in MP 24 

 

Status
colourRed
titleNot started

Project Team

 

RoleNameProject leads

Ian Chan (Unlicensed); David Walker

Chancellor's Office 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.edu

Ex Libris Contacts

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

Informed / Other Stakeholders

brandon dudley (Unlicensed), Lauren Magnuson (Unlicensed)

Why are we doing this?

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 as well as standardize the user types and statistical categories used in Alma across all campuses.  It also allows us to coordinate this work with the related task of setting up authentication in Alma and Primo.

Documentation:

Meeting Notes:

Project Team

 

RoleName
Project leads

Ian Chan (Unlicensed); David Walker

Chancellor's Office 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.edu

Ex Libris Contacts

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

Informed / Other Stakeholders

brandon dudley (Unlicensed), Lauren Magnuson (Unlicensed)

 

Campus contact

 

CampusPS AreaContactEmailTelephone
Bakersfield Brian Chenbchen@csub.edu661-654-2538
Channel Islands Shawn Bochatshawn.bochat961@csuci.edu805-4373224
Chico Kazim Senogluksenoglu@csuchico.edu 
Dominguez Hills Bill Changbchang@csudh.edu3102432369
East Bay Kent McKinneykent.mckinney@csueastbay.edu5108853574
Fresno John Wagenleitnerjohnwa@csufresno.edu 
Fullerton Ramesh Purohitrpurohit@fullerton.edu 
Humboldt Melinda SwankMelinda.Haynes.Swank@humboldt.edu
Long Beach Nadia Vargo Nadia.Vargo@csulb.edu5629858715
Los AngelesHRMJerry WongJWong4@cslanet.calstatela.edu 
Los AngelesRegistrarLai Leunglleung@calstatela.edu 
Maritime Academy Gopaal Chandrasevkarangopaal@csum.edu7076541729
Monterey Bay IN-PROCESS  
Moss Landing N/A  
Northridge Sondra BaierSondra.baier@csun.edu 
PomonaPeopleSoftPatricio Beltranpbeltran@cpp.edu9098692238
PomonaIdentity Management David Drivdahldavidd@cpp.edu9099796372
Sacramento Marc Foxfoxm@skymail.csus.edu 
San BernadinoHRMRon Rodriguezrrodrigu@csusb.edu9095377261
San BernadinoRegistrarLenora Rodgerslenora@csusb.edu9095377264
San Diego N/A  
San Francisco Bernie Brownbbrownsf@sfsu.edu4153382449
San Jose Yogalakshmi(Yoga) Periasamyyogalakshmi.periasamy@sjsu.edu4089242305
San Luis Obispo IN-PROCESS  
San Marcos Michael C. Sullivanmsulliva@csusm.edu7607504711
Sonoma Erica Klaftererica.klafter@sonoma.edu 
Stanislaus Corey Cardozaccardoza@csustan.edu2096673731