Project Owner: Christine Evans (Unlicensed)

Overall Status

 

Major Milestones

StageComplete ByStatus 
Contact David Walker & Ian Chan
  
 
Email for Additional Members and Summary of Tasks
 
Sub-Group Formed / Members Notified
 
 
Initial Group Meeting / Timeline Established
 
 
Group Members Send Patron Type Recommendations to Christine Evans (Unlicensed)
 
 
Group Meeting
 
 
Recommendations sent to ULMS group by Christine Evans (Unlicensed)
 
 
Email to David Walker about clarifications by Christine Evans (Unlicensed)
 

 
Email to PeopleSoft sub group for remainder of tasks and deadlines by Christine Evans (Unlicensed)
 

 
Set up remainder of meetings Christine Evans (Unlicensed)
 

 
Group Meeting

 

 

Recommendations (1st set) sent to David Walker

 

 

Recommendations (2nd set) sent to the ULMS group by Christine Evans (Unlicensed)

 

 
Group Meeting

 

 

Recommendations (2nd set) sent to David Walker

 

 
PeopleSoft group concluded (completed all tasks)

 

 

Project Team

RoleName
Sponsor
Project Lead/Coordinator
Team Members

Steven Espinoza (Unlicensed)

Jeannie Graham (Unlicensed)

Jamie Lamberti

Cathe Olson

Kevin Phillips

Informed / Other Stakeholders
  

Sub-Group Tasks / Charge

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

Meeting Notes

Meeting Notes 4.13.16.docx

Meeting Notes 4.18.16.docx

Meeting Notes 4.25.16.docx

Meeting Notes 5.2.16.docx

Recommendations Sent to the Chancellor's Office

PeopleSoft Recommendations (1st set).docx

PeopleSoft Recommendations (2nd set).docx