Acq TF Status Report - 3/30/2017

Owned by Carole Correa-Morris (Unlicensed)
Last updated: Mar 30, 2017


Date

3/30/2017

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

The GobiAPI functionality with ebooks continues to be explored. We've confirmed that it works well for most ebook cases, and the functionality that will supply OCLC #s for the brief records works, but there may be some issues with duplication in OCLC ebook records. The Acq TF continues to share this info as it becomes available and hopes to soon schedule a demo for YBP integrations with the ULMS group.

Tax scenarios 

The draft page posted on the wiki continues to be updated, and 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 Acq TF has been collaborating with the Cat TF and the ERM TF regarding e-resource workflows, YBP integration functionality, and OCLC record management and services. We will be attending a joint meeting 4/3/2017.

Acq-CFS process 

David Walker was able to transform and deliver the transformed Alma invoice file to the appropriate SJSU CFS server location. Testing of the file in CFS processing will follow.

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.

David and Ian continue to work on part 2 of the process to return payment confirmation data from CFS to Alma.


Continue to research and review Acq policies and guidelines. 

The Acq TF is fine-tuning various process recommendations and collaborating with the other task forces as appropriate.


Action Items

Next steps:

  • The Acquisitions Task Force is considering a YBP integration presentation (that will include the GobiAPI).
  • Continue Tax Scenario wiki page
  • Finalize 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 Cat TF, ERM TF, and Import Profiles TF 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)