| Time | Item | Who | Notes |
|---|
| 5min | Chancellor's Office-level discussions re: PeopleSoft and Shibboleth - David looking for a way for the CO to mandate / coordinate the use of Shibboleth for authentication and set central direction for PeopleSoft
- Goal would be for it each campus to not have to do any local setup for authentication and PeopleSoft
- Will be meeting with staff at the CO tomorrow Thursday at 1:30; notes will be shared / posted
| David Walker | |
| 15min | - San Marcos setup of PeopleSoft extracts XML
- Ex Libris provided XSD
- Identified fields in Millennium that would be needed in Alma
- Met with Ex Libris consultant and the PeopleSoft people
- Created a test of the XML data
- PeopleSoft people needed to know more information about required fields, what fields can be repeated, etc.
- PeopleSoft staff wrote the transformation from XML
- Library set up the FTP server to hold the file; pointed Alma settings to grab the file nightly
- Suggestions for working with campus IT about this
- Set this up early rather than later
- Potentially start communication at the Dean level
- More documentation, the better
- Give plenty of lead time to dig through the information
- Potentially need to limit
- Security concerns
- IT had to vet what was being exported and know who is touching the data
- More documentation from the vend
- Financial Data Integration
- San Marcos is working on this
- Does not necessarily being done during initial migration; depends on how ready acquisitions are with the data as-is the summer after go live. If there are issues with the data in Alma
- Scheduled nightly Alma export; PeopleSoft picks up the file
- Bigger project is getting data from Alma into PeopleSoft
- Process involves going through the fields that they require, creating a dummy XML file; enables the programmers to write to that
- Survey Question: Who in the CSU already has financials set up?
- Next integration of CashNet / Innovative Bursar module
| Ian Chan (Unlicensed) / Steven Espinoza (Unlicensed) | |
| 10min | Review of September 1st Alma Intake Questionnaires: What else do we need to know from campuses about their systems environment / 3rd party integrations? - CashNet / III Bursar module functionality - which campuses are currently using this and would rely on this to be set up for Go-Live
- DCB (Direct Consortial Borrowing) Integration and INN-Reach: Should we start thinking about how this will work?
- COLD should hopefully start thinking about the direction of Resource Sharing
- Shouldn't wait on III about API's / "Post-DCB World"
- Need to know: How many campuses are going to stay with Link+ (all over CA) / Circuit (Local to San Diego) - get a lay of the land
- If people are staying with Link+ and want a DCB, data cleanup will need to occur (need an exit strategy)
- Virtual records that are completely obsolete will need to be removed - does San Marcos have suggestions for cleanup / migration?
- San Marcos: DCB / Alma Issues include item statuses not being changed; have since been resolved
- Data from Alma to DCB in a good place
- Ian Chan (Unlicensed) can share DCB cleanup / implementation documentation; San Marcos is working on it
- Also need to account for Alma integration
- Are you still participating in INN-Reach? Do you have a preference for a DCB Solution (local host or hosted solution)?
- ILLiad - one-way integration from NCIP to patron record in Alma/Primo; see pending requests status; received articles
- Would be good to have a centralized project for this
- Leverage for Ex Libris as far as expanding
- Not a day-one priority; but could be an ongoing
- Shibboleth integration into ILLiad
- Survey question could be how people are currently authenticating with ILLiad
- Survey on how people are using the Millennium patron API
| Lauren Magnuson (Unlicensed) | |
| 15min | Prioritize action items from September 1st meeting: What items / integration are both essential and likely to take the longest? - Patron Loads from PeopleSoft
- Authentication, i.e., Shibboleth
- San Marcos found that Shibboleth with Primo was difficult; some issues (Request Hold issues, etc.)
- Action item: make documentation about how Shibboleth should be set up to work
- Get Shibboleth stanza from San Marcos IT
- CashNet/Paypal for fine/payment
| Lauren Magnuson (Unlicensed) | |