Patron Loading / Alma SIS

About

Users of Alma and Primo need accounts set up in the system to perform tasks. This project will create an automated process to export new, updated, and expired users from PeopleSoft to Alma on a regular basis. Doing this systemwide allows us to streamline the process and standardize the data as much as possible. It also allows us to coordinate this work with the related task of setting up authentication in Alma and Primo.

The Chancellor's Office CMS group has developed an app engine (read: batch script) that campus PeopleSoft groups can enable to automate the extract of user data from PeopleSoft to Alma.

Known Issues

See Known Issues for common problems.

Major Milestones

Stage	Complete By	Status
Meet with CO CMS and Identity Management group to discuss project	08 Oct 2015	COMPLETED
Meet with vanguard campuses (Fresno, San Jose, Northridge) to discuss project	30 Nov 2015	COMPLETED
Vanguard campuses create sample scripts to inform CMS design	15 Jan 2016	COMPLETED
Review survey of libraries' needs regarding parton load	29 Jan 2016	COMPLETED
Deliver draft requirements document and sample code from vanguard campuses to CMS	01 Feb 2016	COMPLETED
Create Access Services taskforce to standardize patron types and expiry date	22 Mar 2016	COMPLETED
Final requirements document delivered to CO CMS	02 May 2016	COMPLETED
CO CMS develops initial export process	29 Jul 2016	COMPLETED
Begin testing of CO-developed patron extract with pilot (= vanguard) campuses	05 Sep 2016	COMPLETED
Testing and feedback	14 Oct 2016	COMPLETED
CMS Development updates	30 Nov 2016	COMPLETED
General release to campuses	05 Dec 2016	COMPLETED
All Alma instances configured to pick up files (test)	17 Feb 2017	COMPLETED
All Alma instances configured to pick up files (prod)	31 Mar 2017	COMPLETED
Campuses complete configuration and testing of app engine	31 Mar 2017	COMPLETED
All Alma instances scheduled for daily pick-up	30 Apr 2017	COMPLETED

PeopleSoft Guides

ALMA Unified Library Interface User Guide and Design Specification

Background Documentation:

Meetings

Project Team

Role	Name
Project leads	Ian Chan (Unlicensed); David Walker
Chancellor's Office Contacts	Darlene Daclan (AA Business Sys Dir) ddaclan@calstate.edu John Horton (Stdnt Admin Sr Tech Dev) mtrullinger@calstate.edu Barbara Gal (Project Manager) bgal@calstate.edu
Ex Libris Contacts	Dolph Chaney (Project Manager) Dolph.Chaney@exlibrisgroup.com
Informed / Other Stakeholders	brandon dudley (Unlicensed), Lauren Magnuson (Unlicensed)

Campus contact

Campus	PS Area	Contact	Email	Telephone
Bakersfield		Brian Chen	bchen@csub.edu	661-654-2538
Channel Islands		Shawn Bochat	shawn.bochat961@csuci.edu	805-4373224
Chico		Beth Kissinger	bkissinger@csuchico.edu,	530-898-5007
Dominguez Hills		Bill Chang	bchang@csudh.edu	310-243-2369
East Bay		Kent McKinney	kent.mckinney@csueastbay.edu	510-885-3574
Fresno		John Wagenleitner	johnwa@csufresno.edu
Fullerton		Ramesh Purohit	rpurohit@fullerton.edu
Humboldt		Melinda Swank	Melinda.Haynes.Swank@humboldt.edu
Long Beach		Nadia Vargo	Nadia.Vargo@csulb.edu	562-985-8715
Los Angeles	HRM	Jerry Wong	JWong4@cslanet.calstatela.edu
Los Angeles	Registrar	Lai Leung	lleung@calstatela.edu
Maritime Academy		Gopaal Chandrasevkaran	gopaal@csum.edu	707-654-1729
Monterey Bay		IN-PROCESS
Moss Landing		N/A
Northridge		Sondra Baier	Sondra.baier@csun.edu
Pomona	PeopleSoft	Patricio Beltran	pbeltran@cpp.edu	9098692238
Pomona	Identity Management	David Drivdahl	davidd@cpp.edu	9099796372
Sacramento		Marc Fox	foxm@skymail.csus.edu
San Bernadino	HRM	Ron Rodriguez	rrodrigu@csusb.edu	9095377261
San Bernadino	Registrar	Lenora Rodgers	lenora@csusb.edu	9095377264
San Diego		N/A
San Francisco		Bernie Brown	bbrownsf@sfsu.edu	4153382449
San Jose		Yogalakshmi(Yoga) Periasamy	yogalakshmi.periasamy@sjsu.edu	4089242305
San Luis Obispo		IN-PROCESS
San Marcos		Michael C. Sullivan	msulliva@csusm.edu	7607504711
Sonoma		Erica Klafter	erica.klafter@sonoma.edu
Stanislaus		Corey Cardoza	ccardoza@csustan.edu	2096673731

Possible Future Enhancements

Skip students with multiple plans that have the same sequence number and log the error.
Better mapping for non-state-side employees
Expiration dates for faculty/staff, when known (particularly for visiting scholars)
If a student shows enrollment and has a future effective dated program stack, then exclude the student from the extract