2015-12-08 PeopleSoft Chancellor's Office Discussion
Attendees:
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If data is being pulled from multiple systems (for example, barcode / ID number is not in PeopleSoft already), a one-size-fits-all solution may not be possible, but we can aim for a one-size-fits-most solution that could be adapted by each campus
Could potentially pull data into PeopleSoft from another system (e.g., OneCard system) and put it into a PeopleSoft table
Scope of patron information:
- Libraries are currently gathering minimally required fields and will provide to CO (will be provided from Systems 3rd Party Integration Survey; due from campuses mid-January)
- Need student, staff, faculty, extraneous users (e.g., guests, volunteers) in PeopleSoft
How did Alma PeopleSoft integration work at San Marcos?
- CampusIT has a datastore outside PeopleSoft that they export to on a regular basis. Â The data the library receives is pulled from the intermediary data store. Â San Marcos was already using the intermediary datastore for reporting purposes before the Alma integration.
Financials Integration
- Alma has a way of exporting financial data (invoice, etc.) to a place where PeopleSoft can pick it up
- How this works will have to go through a governance committee on the campus financial side
- Need requirements to be sent to CO financial governance
- Would need to come from a campus
- San Marcos:
- Financials / Invoice Integration
- With Alma, invoice data is being sent electronically and matching on correct vendor information on the PeopleSoft. Â Working with Campus IT and Accounts Payable.
- Alma exports XML; campus programmers convert to CSV; campus IT is coordinating the programming and ingest to PeopleSoft
- Once the invoice goes into PeopleSoft, would like to receive an acknowledgement that the account has been paid
- Second project to do with CashNet to enable payment of fines and fees. Â Currently in the planning phase
- Typically fines / fees are put on the student account in PeopleSoft, which then gets pushed to CashNet; accounting doesn't happen in CashNet
- Financials / Invoice Integration
Timeline:
- Will send requirements for patron extract by February 2016
- Provide list of fields / data needed from PeopleSoft and a short description of how the data should appear
- Provide spec of how data needs to be formatted for Alma ingest
- Would like to aim for testing integration with Vanguard campuses in 2016 (will need to work together to determine delivery schedule
How to include the campus staff?
- Make sure campus staff is informed of all the requirements before sharing with CO, especially for Vanguard campuses
Deliverable:
- Could be CO-provided cloud process that pulls the data from each campus; OR each campus could implement custom solution based on the CO process if custom data is needed
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