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Overall Status

Status
colourBlue
titleIn-Progress
 

Major Milestones

 

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 an app engine (read: batch script) that campus PeopleSoft groups will download and install in order 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 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 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 pilot (= vanguard) campuses

01 Aug  

Status
colourBlue
titleIn-Progress
Testing and feedback

30 Sep  

Status
colourRedBlue
titleNot startedIn-Progress

CMS Development updates 

 


Status
colourRed
titleNot started

Campus round 2 testing General release to campuses

December

Status
colourRed
titleNot started

CMS final development

 

Status
colourRed
titleNot started

Project delivered in MP 24 

 

Status
colourRed
titleNot started

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.

Project Team

 


RoleName
Project leads
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

 


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