Alma Letters / XSLT (Joint Access Services - Systems Task Force)


Overall Status

  ***Currently working on the final version of the Alma Letters Central Repository and the letters description table*** 

Meeting Recordings 

Located in this folder. You must have a .arf player to play these files.

Current Meeting Action Items


Next meeting: TBA

Last Meeting Action Items

March 14th Meeting Action Items

All questions have been answered, it's just a matter of getting them recorded. Natasha will add all questions asked of the task force added to confluence

Tyler will add any related files to Github


Past Action Items

The CSUSM Customizations list will be added to the letters description table

We will provide a quick guide for showing how to test letters

Continue working on final draft of letters repository and description table.

Steven Espinoza (Unlicensed) will send us the working letters and screenshots of the XML

Everyone should continue working on the XSLTCustomizations.xml until our next meeting in January.

Sample letters from each task force member should be sent to the task force email list

Steven Espinoza (Unlicensed) will put in a ticket to ExL to ask about editing the description of each letter that shows to staff members

Update 12/07/2017 on this agenda item: Ticket to Ex Libris has been escalated for Tier 2 analysis. 

Update 1/20/2017 on agenda item: Field is no longer editable. It was a bug that was never meant to be editable.

Major Milestones

StageComplete ByStatus
Initial meeting to discuss Project
 

COMPLETED

Potential prescriptive policies to send to COLD
 

COMPLETED

Meeting to discuss COLD document

 

COMPLETED

Meeting to discuss central repository

 

COMPLETED

December Meeting

COMPLETED

January Meeting

COMPLETED

Goals Updated

 

COMPLETED

February Meeting

 

COMPLETED

Have a rough draft of central repository finished

COMPLETED

Have rough draft of letter description table finished

 

COMPLETED

Final draft of letter template central repository finished

 

IN PROGRESS

Final draft of letter description table finished

 

COMPLETED

Project Team

RoleName
Sponsor

Sarina Sinick (CO)

Project LeadNatasha Allen (SJSU)
Team Members

Christian Ward (Sacramento)

Micah Jeffries (SJSU)

Steven Espinoza (San Marcos)

Tyler Rogers (SDSU)

Vendor Contacts

N/A

Informed / Other StakeholdersSystems Working Group
Access Services Working Group

Why are we doing this?

Scope

Background/Purpose of Task Force: Alma enables libraries to customize the appearance and wording of letters.  System-wide collaboration will better enable each CSUs campus to fully utilize the XLST/Letters branding capabilities afforded by Alma.

Must Have

Some thought was given that there should be a base list of letters that should be working or have some detail provided in a template that can be applied to various letters.

  • Working Activity report
  • Courtesy and Overdue notices 
  • Interested user letters 
  • ILL slips 

Nice to Have

  • It would be nice to have a repository of shared templates to which each campus could add customized branding 
  • A table that names the letters in a more descriptive way
  • SMS messaging
  • Acquisition requests

Out of Scope

Advanced XML editing 

Individual training with campuses

Providing support for SMS notices

Related Activities

  • Connection to resources for XML training in lieu of individual training
  • Web resources for basic XML editing