ULMS Systems & Development : 2015-10-07 Meeting notes

Date

07 Oct 2015

Attendees

Goals

Follow up on action items from September 10th Working Group Leads Meeting
Review September 1st Intake Questionnaires: https://docs.google.com/a/mail.sdsu.edu/spreadsheets/d/18TxoDg7Is5dLgwS-rRe28zeNyf8SRRyQBP3U8HDAsCc/edit?usp=sharing
Begin planning patron load integration

Discussion items

Time	Item	Who
5min	Chancellor's Office-level discussions re: PeopleSoft and Shibboleth David looking for a way for the CO to mandate / coordinate the use of Shibboleth for authentication and set central direction for PeopleSoft Goal would be for it each campus to not have to do any local setup for authentication and PeopleSoft Will be meeting with staff at the CO tomorrow Thursday at 1:30; notes will be shared / posted	David Walker
15min	San Marcos setup of PeopleSoft extracts XML Ex Libris provided XSD Identified fields in Millennium that would be needed in Alma Met with Ex Libris consultant and the PeopleSoft people Created a test of the XML data PeopleSoft people needed to know more information about required fields, what fields can be repeated, etc. PeopleSoft staff wrote the transformation from XML Library set up the FTP server to hold the file; pointed Alma settings to grab the file nightly Suggestions for working with campus IT about this Set this up early rather than later Potentially start communication at the Dean level More documentation, the better Give plenty of lead time to dig through the information Potentially need to limit Security concerns IT had to vet what was being exported and know who is touching the data More documentation from the vend Financial Data Integration San Marcos is working on this Does not necessarily being done during initial migration; depends on how ready acquisitions are with the data as-is the summer after go live. If there are issues with the data in Alma Scheduled nightly Alma export; PeopleSoft picks up the file Bigger project is getting data from Alma into PeopleSoft Process involves going through the fields that they require, creating a dummy XML file; enables the programmers to write to that Survey Question: Who in the CSU already has financials set up? Next integration of CashNet / Innovative Bursar module	Ian Chan (Unlicensed) / Steven Espinoza (Unlicensed)
10min	Review of September 1st Alma Intake Questionnaires: What else do we need to know from campuses about their systems environment / 3rd party integrations? CashNet / III Bursar module functionality - which campuses are currently using this and would rely on this to be set up for Go-Live Paypal Integration: Developer Network app: https://developers.exlibrisgroup.com/blog/Integrating-Alma-and-PayPal-with-the-Alma-REST-APIs 2 campuses using PayPal: Pomona and San Bernardino DCB (Direct Consortial Borrowing) Integration and INN-Reach: Should we start thinking about how this will work? COLD should hopefully start thinking about the direction of Resource Sharing Shouldn't wait on III about API's / "Post-DCB World" Need to know: How many campuses are going to stay with Link+ (all over CA) / Circuit (Local to San Diego) - get a lay of the land If people are staying with Link+ and want a DCB, data cleanup will need to occur (need an exit strategy) Virtual records that are completely obsolete will need to be removed - does San Marcos have suggestions for cleanup / migration? San Marcos: DCB / Alma Issues include item statuses not being changed; have since been resolved Data from Alma to DCB in a good place Ian Chan (Unlicensed) can share DCB cleanup / implementation documentation; San Marcos is working on it Also need to account for Alma integration Are you still participating in INN-Reach? Do you have a preference for a DCB Solution (local host or hosted solution)? ILLiad - one-way integration from NCIP to patron record in Alma/Primo; see pending requests status; received articles Would be good to have a centralized project for this Leverage for Ex Libris as far as expanding Not a day-one priority; but could be an ongoing Shibboleth integration into ILLiad Survey question could be how people are currently authenticating with ILLiad Survey on how people are using the Millennium patron API	Lauren Magnuson (Unlicensed)
15min	Prioritize action items from September 1st meeting: What items / integration are both essential and likely to take the longest? Patron Loads from PeopleSoft Authentication, i.e., Shibboleth San Marcos found that Shibboleth with Primo was difficult; some issues (Request Hold issues, etc.) Action item: make documentation about how Shibboleth should be set up to work Get Shibboleth stanza from San Marcos IT CashNet/Paypal for fine/payment	Lauren Magnuson (Unlicensed)

Resources for Patron SIS (Student Information System ) Loads

Resources for Fines Collection

Action items

Create a package of information to forward to campus IT about this process (include scripts, documentation, IP addresses that will be harvesting the data)
Make CSU-wide instructions / documentation about how Shibboleth should be set up to work with Primo