PeopleSoft / Patron Data
- Steven Espinoza (Unlicensed)
- Matthew Prutsman (Unlicensed)
- Christine Evans (Unlicensed)
Owned by Steven Espinoza (Unlicensed)
Project Owner: Christine Evans (Unlicensed)
Overall Status
COMPLETE
Major Milestones
| Stage | Complete By | Status | |
|---|---|---|---|
| Contact David Walker & Ian Chan | COMPLETE | ||
| Email for Additional Members and Summary of Tasks | COMPLETE | ||
| Sub-Group Formed / Members Notified | COMPLETE | ||
| Initial Group Meeting / Timeline Established | COMPLETE | ||
Group Members Send Patron Type Recommendations to Christine Evans (Unlicensed) | COMPLETE | ||
| Group Meeting | COMPLETE | ||
Recommendations sent to ULMS group by Christine Evans (Unlicensed) | COMPLETE | ||
Email to David Walker about clarifications by Christine Evans (Unlicensed) | COMPLETE | ||
Email to PeopleSoft sub group for remainder of tasks and deadlines by Christine Evans (Unlicensed) | COMPLETE | ||
Set up remainder of meetings Christine Evans (Unlicensed) | COMPLETE | ||
| Group Meeting |
| COMPLETE | |
Recommendations (1st set) sent to David Walker |
| COMPLETE |
|
| Recommendations (2nd set) sent to the ULMS group by Christine Evans (Unlicensed) |
| COMPLETE | |
| Group Meeting |
| COMPLETE | |
Recommendations (2nd set) sent to David Walker |
| COMPLETE | |
| PeopleSoft group concluded (completed all tasks) |
| COMPLETE |
Project Team
| Role | Name |
|---|---|
| Sponsor | |
| Project Lead/Coordinator | |
| Team Members | |
| 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)
Meeting Notes
Recommendations Sent to the Chancellor's Office
PeopleSoft Recommendations (1st set).docx
PeopleSoft Recommendations (2nd set).docx