Patron Loading / Alma SIS

Overall Status

IN-PROGRESS

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, Fullerton, Northridge) to discuss project	30 Nov 2015	COMPLETED
Vanguard campuses tweak existing process to accommodate Alma	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	IN-PROGRESS
Begin testing of CO-developed patron extract with initial test group (= vanguard) campuses	01 Aug 2016	IN-PROGRESS
Testing and feedback	30 Sep 2016	NOT STARTED
CMS Development updates	30 Nov 2016	NOT STARTED
Campus round 2 testing	31 Jan 2017	NOT STARTED
CMS final development	28 Feb 2017	NOT STARTED
Project delivered in MP 24	31 Mar 2017	NOT STARTED

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)

Why are we doing this?

Staff need to be able to login to Alma and end-users need to be able to login to Primo to perform tasks. Adopting a systemwide approach allows us to streamline the process for setting-up authentication. It also allows us to coordinate this work with the related task of automating the loading of patron data from PeopleSoft to Alma.

Overall Status

Major Milestones

Project Team

Why are we doing this?

Documentation:

Meeting Notes: