Modify the Textbook Load Process

23%

Status

In Process [In Process]

23% complete, updated on Thu 8/14/25 8:36 AM by Tony Fierro

Changed Percent Complete from 22% to 23%.
Changed Health from Yellow - At risk with corrective actions to Green - On track.
The project tasks are being documented at this time.

Details

Dates
Sat 8/2/25 - Mon 10/6/25
Acct/Dept
Academic Publications & Scheduling Services
Service
PeopleSoft / PeopleSoft enhancement
Type
Strategic Projects / Division of IT Project
Health
Green - On track
Portfolio(s)
Classification
Small/Medium (20-230 Hours)
Created
Mon 6/20/22 8:45 AM
Modified
Thu 8/14/25 8:36 AM

Change Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
Reduction in number of questions received and addressed by bookstore staff. Improvements in data quality in Class Schedule.
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
Loss of opportunity to improve support for zero cost course materials and non-compliance with HEOA.
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
A few
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.
Most/all

Project Costs

Funding Status
Funding is not necessary

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
Yes
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
Changes within PeopleSoft to accurately reflect course material on the Class Schedule.
Executive Sponsor Division
The executive sponsor's campus division. Campuswide is used for projects that have multiple executive sponsors or are initiated by cabinet.
Student Affairs
If this request is mandated, please provide details about what's driving the mandate.
If you selected Chancellor's Office, legal or collective bargaining requirement, please provide details about the policy, law or executive memorandum that’s driving the mandate.
Federal requirement (HEOA).
Success Criteria/Requirements
What constitutes project success (e.g. requirements, key goals, features, functions, capabilities, etc.)?
1. ZCCM and NT Designations
If a class is designated as ZCCM or NT, can we remove the message that appears next to “Special Instructions”? The message above the icon—“No textbooks required for this class”, is perfect and sufficient. However, the message next to “Special Instructions” currently reads:
“This class has course material options not reflected here. For more details on these options please see the Chico State Wildcat Store.”
This is misleading for ZCCM/NT courses.







Below is what students see when they click “View Course Materials” for these classes.




2. OER and NSM Designations
Would it be possible to add a second message to the Message Catalog? If so, we’d like to display a separate message specifically for courses designated as OER or NSM. We can provide the exact wording, just wanted to confirm if this is feasible on your end.

3. Section Notes Loading Order
Holly also suggested that it might be best to have the system load section notes (column 8) first, exclude ZCCM-designated courses, and then apply the generic course material message only to the appropriate remaining classes.
Let us know what’s possible.
Project Urgency
Indicate if there is a mandate or requirement driving this request.
Mandated by Federal Law, State Law, or Executive Order

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
PeopleSoft team and Classroom Resources.
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
Complexity of Implementation
What is the complexity of the project?
Moderate (multiple interfaces/impacts/dependencies)
What is the solution type?
The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
New features in an existing system, moderate breadth/depth

Description

I'd like to make some improvements to the Textbook Load process. We currently use the CO provided process which has not been updated to accommodate the OER and NSM statuses. The CSU bookstore's textbook data is sent through the CO process and then into PeopleSoft. Below is a summary of what I would like to do:

1. Add Follett Section Notes (Field 8) to PS Course Material Notes or Special Instructions (still figuring out the best place).
2. Add logic to use more messages from the message catalog. The current process only has one message option, but we would like additional message options so that user-facing messages can be more specific. This would support better UX and easier troubleshooting.
3. Find a new way to accommodate OER and NSM Textbook Assignment Statuses that the CO has never updated their process to deal with.


Systems Affected

  1. PeopleSoft CS

Manager

TF
Tony Fierro

Alternate Manager(s)

Alisha Johns
Alisha Johns
WB
Wendy Bentley

Sponsor

JA
Jennifer Aceves

Stakeholders (1)

DA
Danielle Anderson
Student Records Module Lead
Consulted
Consulted.
Wed 4/5/23 8:14 AM