Alma System Integration at the University of Salford
description
Transcript of Alma System Integration at the University of Salford
![Page 1: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/1.jpg)
Alma System Integration at the University of SalfordA Challenge and Opportunity
Angela WalkerDigital Library Manager
![Page 2: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/2.jpg)
• 3 libraries• 600,000 books• 400,000 e-books• 100 members of staff• Open 24 hours a day,
everyday • Talis LMS since 1996
University ofSalford Library
![Page 3: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/3.jpg)
Opportunities and Challenges•Opportunity to review integrations•Improve processes•Identify new integrations•Integrations with existing supplier already established•Many systems being integrated simultaneously•Supplier involvement – acting as ‘Go Between’•Integration with a cloud system•Moving to a new supplier with different ways of integrating•Staff expectations•Test Environment
![Page 4: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/4.jpg)
• Sandbox contains test data and configurations• Data reset periodically• Previously had a test server that had our data
and configurations.• Ability to test against our data• Integration testing impossible for us on the
sandbox
Sandbox
![Page 5: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/5.jpg)
• Test on live environment• Unable to roll back due to affect on other
institutions• Purchased premium sandbox
Sandbox
![Page 6: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/6.jpg)
Integrations
Alma
RFID
Printing
LDAP
SIS
Finance
Online Payment
EDI
LMS/ Banner
Primo/PDS
OALA
![Page 7: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/7.jpg)
• Two Main Suppliers• Suppliers key in the development and testing• Library much more involved in EDI configuration
and set up
EDI
![Page 8: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/8.jpg)
• Delivery and Collection of files:– FTP server– Previously collected files from root– Invoices require dedicated directory– New order and Update order profiles– Physical and electronic profiles– Each requires a dedicated directory or naming
pattern
EDI
![Page 9: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/9.jpg)
• Local 948 and 949 marc fields used to import item details
• Understanding the profiles and which fields provide the link:– Vendor reference number– Purchase Order number
• Premium Sandbox
File Structure
![Page 10: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/10.jpg)
• 100% self service– Issues– Returns– Renewals– Payments
• 24 hours a day, 7 days a week, 365 days a year• 9 kiosks and a 5 bin sorter• Only UK Alma customer using Bibliotheca
RFID
![Page 11: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/11.jpg)
• Internal server with Stunnel software• Profiles for each site and sorter• Static IPs
SIP 2 and the Cloud
![Page 12: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/12.jpg)
• At time of going live unable to transfer offline transactions
• Offline files transferred through Alma interface• Supplier had to rewrite software so offline format
was compatible
Offline Functionality
![Page 13: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/13.jpg)
• Staff authentication previously managed within LMS
• University policy to use LDAP• If staff member leaves access disabled• One username and password• Security of opening LDAP to cloud
LDAP
![Page 14: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/14.jpg)
• External Users added to University Systems– Added to Alma via API– Authentication managed by LDAP– Access to Primo
• Updates to Alma in Real Time• Internal data issues
Student Information System
![Page 15: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/15.jpg)
• Work carried out by ExLibris• Real Time Availability• Must log in to see loan periods
Primo & PDS
![Page 16: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/16.jpg)
Primo Authentication
• Users logged in to old catalogue with barcode number
• All users able to log in using network username and password
![Page 17: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/17.jpg)
• Printing direct to E-mail• Surprises when printing went live
Printing
![Page 18: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/18.jpg)
• Alma / Banner Interface• Finance system: Agresso• Online payments• OALA
Future
![Page 19: Alma System Integration at the University of Salford](https://reader036.fdocuments.in/reader036/viewer/2022062409/568145a2550346895db295c0/html5/thumbnails/19.jpg)
Thank you