Table of Contents

Introduction

Please review documentation and activity descriptions by February 28, 2022. You are encouraged to begin the integration process as soon as possible. User authentication with Alma and Primo VE should be set up no later than May, 2022.

Authentication

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Activities

Set Up Support Portal Cases

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. Please contact your library if you do not have access to the 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.

Review Technical Documentation

OCLS Authentication Intro

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How does Alma authenticate patrons (read entire page for a complete overview)

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https://developers.exlibrisgroup.com/alma/integrations/user-management/authentication

Next steps for libraries:

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Training Videos

LDAP Authentication - 3 min

SAML-Based User Authentication - 3 min

Integrate Alma Login with Azure (SAML)

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

Activities

Step One

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. Please contact your library if you do not have access to the 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.

Step Two

Assist Library staff in the completion of 3rd Party Integration Forms (Due Oct. 29th).

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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

Step Three

Assist Library staff in the completion of Authentication Forms.

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Meeting Recordings

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3rd Party Integrations Overview - Oct 7, 2021 - Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/0diFjSmh

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3rd Party Integrations Q&A and Authentication Overview - Oct 18, 2021 - Meeting recording: https://clo-collaboration-spaces.atlassian.net/l/c/VVRZhNnA

Meeting Recordings

• Authentication Q&A - Dec 9, 2021 - Meeting Recording: Dec. 9 - Ex Libris & Ontario College Authentication Q&A

• Authentication Details - SAML - Jan 24, 2022 - Meeting Recording: Jan. 24 - Ex Libris/Ontario College Authentication Details - SAML

• Authentication Details - LDAP - Jan 25, 2022 - Meeting Recording: https://clo-collaboration-spaces.atlassian.net/l/c/AyY1DK3ZzV0LuHM2

• Authentication Details - CAS - Jan 27, 2022 - Meeting Recording: pending

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