Project Team
Role | Name |
---|---|
Project leads | |
Chancellor's Office Contacts | Darlene Daclan (AA Business Sys Dir) John Horton (Stdnt Admin Sr Tech Dev) Barbara Gal (Project Manager) |
Ex Libris Contacts | Dolph Chaney (Project Manager) |
Informed / Other Stakeholders |
Campus contact
Campus | PS Area | Contact | 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.edu | 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.
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 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.
Considerations for libraries
Meet with your campus PeopleSoft group
Libraries should meet with their campus PeopleSoft contacts to go over the various configuration options in the app engine.
User Identifiers
Every campus Student Information System (SIS) and HR System (for employee data) is 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.
Manage Jobs and Sets
You can also do the same under the ‘Import’ tab.
Here’s the difference between the two: "The import mode is a one-time load, used to initially create new external users. It is intended to be used only when you have a file of users you know are new, such as during the migration process, when you want to load users from your legacy system into Alma. The synchronize mode is an ongoing load, used to update external users and add new ones."
Major Milestones
CO CMS develops initial export process
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PeopleSoft Guides
Background Documentation:
- SIS Overview
- Loading External Users from SIS into Alma
- Sample XML / More Complete Sample XML
- Requirements
- PeopleSoft Library Interface
Meetings
Project Team
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
Dolph Chaney (Project Manager)
Dolph.Chaney@exlibrisgroup.com
Campus contact
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