Acq TF Status Report - 4/28/2017

Owned by Carole Correa-Morris (Unlicensed)
Apr 29, 2017


Date

4/28/2017

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 continued to make progress on multiple fronts.

Progress on goals:

GobiAPI

(green star)There were many questions posted to the listserv and Slack regarding the GobiAPI and YBP integration in general. We have posted a collection of these at the Acq FAQ page.

The Acq Task Force recommends that ALL YBP users (whether or not they plan to implement the GobiAPI) contact their YBP reps asap to being setup work to convert services to Alma if they have not already. Hopefully by this time all campuses have at least started these discussions.

Also, remember while there is no central funding from the CO at this time, the SDLC will centrally manage GobiAPI subscriptions for the individual campus opt-in price of $1768/campus. If interested, please contact Terri Joiner at SDLC and cc Brandon Dudley.

Acq Integrations 

Links and info for Amazon and PDA in Alma are now included on the Acq Integration page.

Acq-CFS process 

(green star)A document to help interested campuses prepare for the "Alma Invoice-to-CFS" process has been posted. See Getting Started with Alma and PeopleSoft Accounts Payment Integration

San Jose, Pomona and Long Beach have begun the process to configure their invoice workflows to utilize this automation, developed by the Alma and PeopleSoft Finance Integration. The script to transform Alma's XML output into CFS-friendly CSV format has been successful; the remaining logistics to transfer and transform these files for each participating campus from Alma to their CFS instance are in progress and being tested.

Susan Baksh and Ian Chan will be posting instructions on the report for invoices on Confluence, and plan to put the invoice report query into the shared CSU folder in Alma Analytics.

Continue to research and review Acq policies and guidelines. 

The Acq TF worked with the ERM TF to recommend a procedure to track SDLC CPO's in Alma (from the library's side of the process.) A recommendation for this is being drafted and and will be posted shortly. The Acq TF will continue fine-tuning various process recommendations and collaborating with the other task forces as appropriate.


Action Items

Next steps:

  • Continue to add to the Acq FAQ
  • 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.
  • Expand task lists for acquisitions integration prep
  • 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)