2015-11-30 Vanguard PeopleSoft Integration Notes
Date
Attendees
Goals
- Determine method for generating automated extract from Vanguard PeopleSoft installations in Ex Libris XSD
Discussion items
Time | Item | Who | Notes |
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5min | Introductions |
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5min | What is this project all about? | Â |
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5min | Timing: Early test phase (January) Full test phase (Summer 2016) Cut-over to production (May, June 2017) | Â |
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10 min | What's involved | Â |
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5min | How are patron extracts provided to the library now? | Â | Fresno - SQR (method for running a report) that runs out of PeopleSoft; generates a CSV file Northridge - SQR that generates a CSV file |
10min | How can we collaborate together? | Â | We need automated extract that is FTP'd to a secure location on a daily basis (overnight) What can be centralized? - right now each campus has its own PeopleSoft instance For initial test, each library will generate an XML formatted sample file that contains the fields that are currently exported. |
5min | Are auxiliary users in PeopleSoft? | Â | For most campuses, some portion of auxiliary users in PeopleSoft CHRS - Common Human Resources System - in the future, everyone will have a common HR System |
5min | What fields are mandatory (for future files)? (Libraries need to decide) | Â |
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Action items
- David Walker to send sample XML files to vanguard campuses
- Each campus to provide XML-formatted files for testing in Alma Sandbox by Â