Modify the Textbook Load Process



Project is 0% complete, starting on Mon 5/1/23 and ending on Fri 6/30/23.

New [New]

0% complete, updated on Wed 11/2/22 2:24 PM by Robert Utter

Changed Health from None - No health has been set to Yellow - At risk with corrective actions.
Moving this project into health condition yellow. PS team got bogged down on some other projects and we are working on figuring out a more realistic schedule that will aim to fit this priority in alongside our various other priorities. Will be consulting with management before we finalize anything.


Mon 5/1/23 - Fri 6/30/23
Academic Publications & Scheduling Services
PeopleSoft / PeopleSoft enhancement
IT Projects / DoIT Project
Yellow - At risk with corrective actions
Mon 6/20/22 8:45 AM
Mon 4/10/23 2:07 PM

Project Costs

Is funding already secured for this request?
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?
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.
Is this project mandated or required?
Mandated by Federal or State law
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).

Project 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.

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 level of effort required (minimal, moderate, extensive/substantial).
PeopleSoft team and Classroom Resources.
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


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


Alternate Manager(s)


Stakeholders (1)

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