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View Central Repository on Github


View XSLT Letters Description Spreadsheet


Document status

DRAFT

Area coveredXSLT/Notification Letters
Lead Author

Natasha Allen (Unlicensed)

Co-authors

Background

Problem: there is no centralized repository for all CSUs to learn how to edit the XSL in their letters

Policy Statement

This statement applies to all notification letters sent to patrons that are listed in the general configuration area in Alma. 

Best practice recommendations

While we understand that everyone has differing ideas of what their letters should look like, we recommend that everyone use this repository for help in editing their letters as it will provide a more cohesive look and feel for all CSU Libraries. This will make it easier for the group to troubleshoot any potential issues and provide resources for those who are not comfortable editing the letters on their own. 


  • XSLT Customizations

    We are currently working on an XSL customizations spreadsheet that describes each letter and includes links to what each letter looks like.


Procedures in Alma

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_%28English%29/Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters

We will also be creating a table that provides a better description of what each letter does and why it's been sent. 

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 

10/10/16 We discussed the need for a central repository that people from all the CSUs can use to help with editing their letters.


Natasha will draft the need for this policy the week of 10/09/16


Create a Policy Statement

Natasha Allen (Unlicensed)

 

10/10/16 The decision was made to have Natasha draft the policy statementPolicy statement draft must be added to Confluence by Nov 11.

Identify and create best practice recommendations

Natasha Allen (Unlicensed)


 

11/01/16 Natasha drafted the Best Practice policy recommendations and added them to the repository pageN/A

Where applicable, identify and write up procedures in Alma


 

N/AN/A
Update GoalsNatasha Allen (Unlicensed)

 

N/AN/A
Finish all repository draftsNatasha Allen (Unlicensed)

 

1/13/17 Finished earlier drafts in January04/28/17 Continue working on the rest and be finished by April.


Tasks to be completed

  • Description of each letter and when it would be sent
  • Example XML of each letter sent to patrons


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