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Overall Status

IN-PROGRESS 

Major Milestones

 

StageComplete ByStatus
Meet with CO CMS and Identity Management group to discuss project

 

COMPLETED

Meet with vanguard campuses (Fresno, Fullerton, Northridge) to discuss project

 

COMPLETED

Vanguard campuses tweak existing process to accommodate Alma

 

COMPLETED

Review survey of libraries' needs regarding parton load

 

COMPLETED

Deliver draft requirements document and sample code from vanguard campuses to CMS

 

COMPLETED

Create Access Services taskforce to standardize patron types and expiry date

 

COMPLETED

Final requirements document delivered to CO CMS

 

COMPLETED

CO CMS develops initial export process

 

IN-PROGRESS
Begin testing of CO-developed patron extract with initial test group (= vanguard) campuses

 

IN-PROGRESS
Testing and feedback

 

NOT STARTED

CMS Development updates 

 

NOT STARTED

Campus round 2 testing

 

NOT STARTED

CMS final development

 

NOT STARTED

Project delivered in MP 24 

 

NOT STARTED

Project Team

 

RoleName
Project leads
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

Why are we doing this?

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 as well as standardize the user types and statistical categories used in Alma across all campuses.  It also allows us to coordinate this work with the related task of setting up authentication in Alma and Primo.

Documentation:

Meeting Notes:

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