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3rd Party Integration
Meeting Recordings
A recording of the 3rd Party Integrations Overview Meeting held, Thursday October 7th is available at this URL. A copy of the slide presentation is available at the same link.
3rd Party Integration Form
How to fill out the implementation form
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Due October 29th.
Ex Libris Secure FTP Service
Configuring Ex Libris Secure FTP Service
Ex Libris provides out-of-the-box FTP servers using Ex Libris Secure FTP service for file transfer between Alma and external systems. This is an alternative to using institution's own FTP solutions, the option that remains available (see Configuring S/FTP Connections).
Limitations:
Max 1GB for the directory
Data retention period - 30 days
Authentication
Authentication Form
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Authentication Information
How does Alma authenticate patrons (please read entire page for a complete overview)
Overview of user management in Alma
https://developers.exlibrisgroup.com/alma/integrations/user-management
Supported schema
https://developers.exlibrisgroup.com/alma/integrations/user-management/authentication
Next steps for libraries:
a) Determine matching ID
Libraries should meet meet with campus IT staff to discuss any questions and identify a unique attribute needed for Alma authorization. Suggested attendees:
Library contact: library person who knows the unique IDs stored in the ILS
Server administrator contact: campus IT staff responsible for authentication (will know unique identifiers)
User management administration contact: campus IT person who will code the patron extracts from the Student Information System (SIS) and the Staff Information/HR System (SIS) as the patron update will need to send the unique ID to Alma via the patron update process
b) Complete the Authentication form
General tab: see a) for descriptions of the contacts
Authentication system tab: Complete one for each system which must be connected. Tabs may be duplicated.
Return completed form to Onboarding Manager (related support case to be opened during Implementation phase)
c) Timeline (for campus IT planning)
Authentication configuration will occur during the implementation phase after production environment delivery of the test load. Patron extracts/updates (SIS) should be tested during authorization stage of authentication.
Training Videos
LDAP Authentication - 3 min
SAML-Based User Authentication - 3 min
Student/Staff Information Systems (SIS) Extracts - Patron Updates
For campus IT unit responsible for patron extracts:
a) Overview of user management in Alma
https://developers.exlibrisgroup.com/alma/integrations/user-management
b) Details on SIS integration (extract, xml build)
https://developers.exlibrisgroup.com/alma/integrations/user-management/sis/synch
c) Data dictionary (xsd for version 2)
https://developers.exlibrisgroup.com/alma/apis/xsd/rest_user.xsd?tags=SIS
Note: User group code definitions come from your site's current ILS, rather than those listed in the xsd link above. "Mandatory" fields are marked.
Alma setup (for library systems staff):
a) Configuring patron update configuration in Alma
Student Information Systems as well as a training video
Presentation on patron management/SIS in Alma
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