Acq TF Status Report - 3/3/2017


Date

3/3/2017

Working Group

Technical Services

Task Force
Acquisitions
Report Summary

Summary of group's activities and a status report on goals

Description

Activity Summary

The Acquisitions Task Force made progress on the following goals.

Progress on goals:

GobiAPI

Carole Correa-Morris will be participating in a functional call with Ex Libris's Laurie Welling on 3/9/2017 regarding integrating Gobi use in to Alma processes. The GobiAPI is expected to be addressed somewhat in this discussion. The Acquisitions Task Force is still planning to provide a GobiAPI-specific demo and plans to include information not covered in the functional call. Information on the GobiAPI continues to be updated on our wiki page.

Tax scenarios 

Specific scenarios are almost completed and will be posted soon

Funds & Ledgers 

Information, suggestions and examples for development of a fund structure in Alma have been posted at Funds & Ledgers in Alma were slightly updated.

Acq Integrations 

In progress; page is available here. More integrations were added including information for Real-Time Acquisitions with ProQuest's OASIS.

Acq-CFS process 

We contributed to a document that David and Ian drafted called "Getting Started with Alma and PeopleSoft Accounts Payment Integration." This draft has already been shared with a small cohort of campuses who expressed early interest in utilizing the automated Alma Invoice-to-CFS process, and they are beginning to review the process to assess their setup. We will be fine-tuning these instructions as we test implementing the process.

The Acq Task Force has posted some info for groups to begin considering regarding prep for this process here.

Testing of the conversion script appeared successful; we are parsing the output to ensure that all elements are present and correct.


Action Items

Next steps:

  • Finalize presenters and schedule GobiAPI demo after Ex Libris Functional Call addressing YBP/Gobi
  • Finalize and post Tax Scenario wiki page
  • Confirm Alma-CFS Conversion output; complete testing and setup documentation
  • Continue adding info regarding Acq integrations to its wiki page
  • Send out invite via the listservs to use the Slack Acq Channel for Q & A and discussions
  • Continue to collaborate with the Import Profiles Task Force as needed
  • Create Tech Freeze Acquisitions task page to post ideas; coordinate with the list posted by Sarina and update; post on wiki or link to central list (Sarina's)