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Project Owner:

Overall Status

IN PROGRESS  ***Currently working on the draft version of the Alma Letters Central Repository*** 

Current Meeting Action items - Dec 06, 2016

Steven Espinoza (Unlicensed) will send us the working letters and screenshots of the XML

Everyone should continue working on the XSLTCustomizations.xml until our next meeting in January.

Last Meeting Action Items - Nov 01, 2016

Sample letters from each task force member should be sent to the task force email list

Steven Espinoza (Unlicensed) will put in a ticket to ExL to ask about editing the description of each letter that shows to staff members


Next meeting: January 13th, 2017 1:30-2:30p

Major Milestones

StageComplete ByStatus
Initial meeting to discuss Project
 

COMPLETED

Potential prescriptive policies to send to COLD
 

COMPLETED

Meeting to discuss COLD document

 

COMPLETED

Meeting to discuss central repository

 

COMPLETED

December Meeting

COMPLETED

January Meeting

NOT DONE

Have a rough draft of central repository finished

 

IN PROGRESS













Project Team

RoleName
Sponsor

Sarina Sinick (CO)

Project Lead
Team Members

Christian Ward (Sacramento)

Natasha Allen (SJSU)

Micah Jeffries (SJSU)

Steven Espinoza (San Marcos)

Tyler Rogers (SDSU)

Vendor Contacts


Informed / Other StakeholdersSystems Working Group
Access Services Working Group

Why are we doing this?

Scope

Background/Purpose of Task Force: Alma enables libraries to customize the appearance and wording of letters.  System-wide collaboration will better enable each CSUs campus to fully utilize the XLST/Letters branding capabilities afforded by Alma.

Must Have

Some thought was given that there should be a base list of letters that should be working or have some detail provided in a template that can be applied to various letters.

  • Working Activity report
  • Courtesy and Overdue notices 
  • Interested user letters 
  • ILL slips 

Should Have


Nice to Have

  • It would be nice to have a repository of shared templates to which each campus could add customized branding 
  • A table that names the letters in a more descriptive way
  • SMS messaging
  • Acquisition request ? 

Out of Scope

TBD

Related Activities

  • XML training (Natasha)
  • Web resources for XML
  • No labels