PeopleSoft / Patron Data Sub-Group

Overall Status

IN PROCESS

Stage	Complete By	Status
Contact David Walker & Ian Chan	04 Apr 2016	COMPLETE
Email for Additional Members and Summary of Tasks	05 Apr 2016	COMPLETE
Sub-Group Formed / Members Notified	11 Apr 2016	COMPLETE
Initial Group Meeting / Timeline Established	13 Apr 2016	COMPLETE
Group Members Send Patron Type Recommendations to Christine Evans (Unlicensed)	15 Apr 2016	COMPLETE
Group Meeting	18 Apr 2016	COMPLETE
Recommendations sent to ULMS group by Christine Evans (Unlicensed)	19 Apr 2016	COMPLETE
Email to David Walker about clarifications by Christine Evans (Unlicensed)	19 Apr 2016
Email to PeopleSoft sub group for remainder of tasks and deadlines by Christine Evans (Unlicensed)	19 Apr 2016
Set up remainder of meetings Christine Evans (Unlicensed)	22 Apr 2016

Role	Name
Sponsor	David Walker
Project Lead/Coordinator	Christine Evans (Unlicensed)
Team Members	Steven Espinoza (Unlicensed) Jeannie Graham (Unlicensed) Jamie Lamberti Cathe Olson Kevin Phillips
Informed / Other Stakeholders	Former user (Deleted) Stacy Caron (Unlicensed) Ian Chan (Unlicensed) Troy Compton (Unlicensed) Julie Kowalewski-Ward (Unlicensed) Matthew Prutsman (Unlicensed) Matthew Prutsman (Unlicensed)

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