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2018 Annual Meeting

du 1 au 4 May 2018

Davenport Grand, Spokane, WA

Getting Your Money's Worth: Exporting Invoices from Alma to PeopleSoft

jeudi 3 mai 2018 à 10:00–10:45 PDT
Meeting Room 3
Product or Program Track

Alma

Session Description

San Jose State University Library, along with all California State University (CSU) libraries, recently migrated to ExLibris’ Alma and Primo, going live with our unified CSU library system in 2017. One of our most anticipated Alma features is the ability to export invoices from Alma into the campus PeopleSoft financial systems (ERPs). A team of systems and acquisitions staff from several campuses developed an integration plan that could be adapted for use by all our CSU libraries. Several libraries have now successfully implemented this process, improving their invoice workflow efficiency.
This presentation will highlight our integration process that links Alma Invoicing to PeopleSoft's financial system. We will include technical and organizational considerations, suggested Alma fund and vendor configurations, lessons learned, and future plans for expanded functionality. These guidelines may be adaptable for use in any Alma library.

Target Audience Skill Level

Intermediate

Presenters

Carole Correa-Morris, San Jose State University
Micah Jeffries, San Jose State University
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