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Phase

Task Name

Duration

(estimated hours of dedicated IT personnel time)

Start

Finish

Onboarding: Preparations and Systems Review

Review Technical Requirements for Alma and Primo Implementation Guide. Link to Guide: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides/03Technical_Requirements_for_Alma_and_Discovery_Implementation

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titleDetails

This document describes Alma cloud fundamentals, the technology driving the Alma cloud, the IT side of the Alma cloud infrastructure, and the Alma cloud's interaction with on premises institutional/campus systems.

13 wks

(1-5 hours)

Plan 3rd party Integrations

  • Assist Library staff in the completion of 3rd Party Integration Forms as needed (Due Oct. 29th) found on the 3rd Party Integrations page.

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titleDetails

Review Integrations with External Systems: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Tutorials/03_Alma_Integrations_with_External_Systems

The video clips provide a brief overview of Alma's integrations with various external systems, to help you decide which integrations to implement.

Video clip, “How to Fill Out the Integration Form” :

https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Tutorials/03_Alma_Integrations_with_External_Systems/How_to_Fill_Out_the_Integration_Form

2 wks

(1-2 hours)

Vendor Meeting - 3rd Party Integrations Overview

Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/0diFjSmh

1:30-2:30pm

Vendor Meeting - 3rd Party Integrations Q&A and Authentication Overview

Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/VVRZhNnA

1:30-2:30pm

Vendor Meeting - Authentication Q&A

Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/AyY1DK3Z

1:30-2:30pm

Plan Authentication and Student Information Systems (SIS) Integration

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titleDetails

Review Authentication information and instructions: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/266960932/3rd+Party+Integrations+Authentication#Authentication-Information

Review Student Information Systems info if necessary: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/050User_Management/010Student_Information_Systems

5 wks

(1-2 hours)

Define/Build: Enable User Authentication

Enable User Authentication (Alma & Primo VE)

See the Enable User Authentication page for activity details.

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Once colleges have been provided the Alma test environments, ExL will set up Support Portal Cases for each college - one Alma one Primo for each college. IT personnel should be included as a contact in Support Portal Cases. The cases will be used to provide instruction and support for college personnel working to set up user authentication.

Ex Libris will have a dedicated IT consultant to guide colleges through the setup. They will plan to meet individually with each college if necessary and set up meetings for colleges using the following Authentication types: SAML, LDAP, CAS.

11 wks

(3-10 hours)

Vendor Meeting - Authentication Q&A

Meeting Recording: Dec. 9 - Ex Libris & Ontario College Authentication Q&A

3:00-4:00pm

Vendor Meeting - Authentication Details - SAML

Meeting Recording: Jan. 24 - Ex Libris/Ontario College Authentication Details - SAML

Instructions to Integrate Alma Login with Azure (SAML)

View file
nameIntegrate Alma login with Azure (SAML).pdf

3:00-4:00pm

Vendor Meeting (Optional) - Authentication Details - LDAP

Meeting Recording: https://clo-collaboration-spaces.atlassian.net/l/c/zV0LuHM2

11:00-12:00pm

Vendor Meeting (Optional) - Authentication Details - CAS

Meeting Recording: Jan. 27 - Ex Libris/Ontario College Authentication Details - CAS

1:00-2:00pm

Additional One-on-one Meetings as necessary

tbd

Build: Setup 3rd Party Systems Integration

Integration of Student Information Systems

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Note: SIS integration can begin as soon as a college has enabled User Authentication. Colleges can also prepare draft SIS extract files for Ex Libris to review at any time.

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 the Library’s current ILS, rather than those listed in the xsd link above.  "Mandatory" fields are marked.

d) SIS Loader PowerPoint and Sample Files

View file
nameSIS-Loader-PPT-Sample-Files.zip

e) Sample XML file from Loyalist

View file
nameLoyalist_Banner_Sample XML File.pdf

12 wks

(tbd, 3-20 hours?)

Vendor Meeting (Optional for IT) - Student Information Systems (SIS) for Library Staff

1:00-2:00pm

Vendor Meeting (Optional for IT) - Enterprise Resource Planning (ERP) for Library Staff

1:00-2:00pm

Vendor Meeting - Ex Libris / Ontario College SIS Integration for IT Personnel

10:00-11:00am

Vendor Meeting (Optional for IT) - 3rd party Integrations for Library staff

1:00-2:00pm

Integration of Self Checkout machines (if relevant)

16 wks

(tbd)

Integration of Finance system (if relevant)

16 wks

(tbd)

Other integrations to be added (if relevant)

16 wks

(tbd)

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