Overall Status
***Currently working on the final version of the Alma Letters Central Repository and the letters description table***
Meeting Recordings
Located in this folder. You must have a .arf player to play these files.
Current Meeting Action Items
Next meeting: TBA
Last Meeting Action Items
March 14th Meeting Action Items
All questions have been answered, it's just a matter of getting them recorded. Natasha will add all questions asked of the task force added to confluence
Tyler will add any related files to Github
Past Action Items
The CSUSM Customizations list will be added to the letters description table
We will provide a quick guide for showing how to test letters
Continue working on final draft of letters repository and description table.
Steven Espinoza (Unlicensed) will send us the working letters and screenshots of the XML
Everyone should continue working on the XSLTCustomizations.xml until our next meeting in January.
Sample letters from each task force member should be sent to the task force email list
Steven Espinoza (Unlicensed) will put in a ticket to ExL to ask about editing the description of each letter that shows to staff members
Update 12/07/2017 on this agenda item: Ticket to Ex Libris has been escalated for Tier 2 analysis.
Update 1/20/2017 on agenda item: Field is no longer editable. It was a bug that was never meant to be editable.
Major Milestones
| Stage | Complete By | Status |
|---|---|---|
| Initial meeting to discuss Project | COMPLETED | |
| Potential prescriptive policies to send to COLD | COMPLETED | |
| Meeting to discuss COLD document |
| COMPLETED |
| Meeting to discuss central repository |
| COMPLETED |
| December Meeting | COMPLETED | |
| January Meeting | COMPLETED | |
| Goals Updated |
| COMPLETED |
| February Meeting |
| COMPLETED |
| Have a rough draft of central repository finished | COMPLETED | |
| Have rough draft of letter description table finished |
| COMPLETED |
| Final draft of letter template central repository finished |
| IN PROGRESS |
Final draft of letter description table finished |
| COMPLETED |
Project Team
| Role | Name |
|---|---|
| Sponsor | Sarina Sinick (CO) |
| Project Lead | Natasha Allen (SJSU) |
| Team Members | Christian Ward (Sacramento) Micah Jeffries (SJSU) Steven Espinoza (San Marcos) Tyler Rogers (SDSU) |
| Vendor Contacts | N/A |
| Informed / Other Stakeholders | Systems Working Group Access Services Working Group |
Why are we doing this?
Scope
Background/Purpose of Task Force: Alma enables libraries to customize the appearance and wording of letters. System-wide collaboration will better enable each CSUs campus to fully utilize the XLST/Letters branding capabilities afforded by Alma.
Must Have
Some thought was given that there should be a base list of letters that should be working or have some detail provided in a template that can be applied to various letters.
- Working Activity report
- Courtesy and Overdue notices
- Interested user letters
- ILL slips
Nice to Have
- It would be nice to have a repository of shared templates to which each campus could add customized branding
- A table that names the letters in a more descriptive way
- SMS messaging
- Acquisition requests
Out of Scope
Advanced XML editing
Individual training with campuses
Providing support for SMS notices
Related Activities
- Connection to resources for XML training in lieu of individual training
- Web resources for basic XML editing
