Acq TF Status Report - 3/17/2017

Owned by Carole Correa-Morris (Unlicensed)
Mar 18, 2017


Date

3/17/2017

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 participated in a functional call with Ex Libris's Laurie Welling on 3/9/2017 regarding integrating Gobi use in to Alma processes, including the GobiAPI. (See the recorded presentation.) A brief video demo of using the GobiAPI for ordering was also shared at the 3/16/2017 Tech Services Open Forum.

Tax scenarios 

A draft page has been posted on the wiki that includes links and info about paying sales and use tax in Alma, and suggests possible tax scenarios and ways to process them. (in progress, more scenarios are being developed)

Acq Integrations 

The SDLC was added as a type of "vendor integration" to the wiki here with related links. When paying for opt-in resources with the CO, the SDLC must be represented in Alma as a vendor. See related new best practice guideline below.

Acq-CFS process 

The document "Getting Started with Alma and PeopleSoft Accounts Payment Integration" was deployed to a few campuses interested in utilizing the automated Alma Invoice-to-CFS process. A Zoom meeting was held 3/13/2017 to introduce them to the group and the process. They have been pointed to relevant info on the wiki and are encouraged to reach out to campus accounting and CFS staff to identify stakeholders and determine next steps.

Final tweaks to the invoice export conversion script are being made; David and Ian have begun looking at part 2 of the process to return payment confirmation data from CFS to Alma.

The Acq Task Force added more info to their related wiki workspace here.

Continue to research and review Acq policies and guidelines. 

A best practice recommendation is being drafted by the Acq TF to state that SDLC CPO's should be processed as invoices in Alma to maximize potential for future efficiencies between campuses and the SDLC.


Action Items

Next steps:

  • The Acquisitions Task Force will re-evaluate current needs for a GobiAPI-specific presentation and will post those updates on the listserv and wiki.
  • Continue Tax Scenario wiki page
  • Draft a best practice recommendation stating that SDLC CPO's should be processed as invoices in Alma to maximize potential for future efficiencies between campuses and the SDLC.
  • Confirm conversion output issue with funds resolved; enhance wiki info on CFS -Alma integration
  • Continue adding info regarding Acq integrations to its wiki page
  • 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)