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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.
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
How does Alma authenticate patrons (read entire page for a complete overview)
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SIS integration must be enabled by May, however, colleges are encouraged to begin as soon as possible to allow the maximum amount of time for testing.
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New information will be added to this page as we learn more. |
Activities
Review SIS Integration for IT Meeting Recording
Ex Libris / Ontario College SIS Integration for IT Personnel - Feb 18, 2022 - Meeting Recording: Feb. 18 - Ex Libris / Ontario College SIS Integration Meeting
Review Technical Documentation
a) User Management in Alma
b) Details on SIS integration (extract, xml build)
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c) Data dictionary (xsd for version 2)
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Training Videos
LDAP Authentication - 3 min
SAML-Based User Authentication - 3 min
Integrate Alma Login with Azure (SAML)
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 from Ex Libris (Examples are from the US and not using Banner)
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e) Technical Requirements for Alma and Discovery Implementation
Includes list of CA IP addresses for whitelisting
Review Shared Information From Other CLSP College IT and Library Staff
a) From Humber Library Staff
If a library chooses to have custom configurations in Alma, they may want to create a sample XML extract of this data to provide to their IT department. The document below includes instructions for extracting a sample user from Alma for IT staff.
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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:
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Library contact: library person who knows the unique IDs stored in the ILS
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Server administrator contact: campus IT staff responsible for authentication (will know unique identifiers)
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b) From Algonquin IT Staff
I will share some details below that I hope are helpful for your efforts:
SIS: at Algonquin our SIS is an in-house system, not Banner.
Integration tool: to build a daily process that outputs and uploads the XML file to ExLibris, the tool we are using is SSIS (SQL Server Integration Services). In addition, we are using this third-party connector within SSIS to export the XML in the format that ExLibris expects: https://zappysys.com/products/ssis-powerpack/ssis-xml-destination/
The tools above are part of the system integration stack we already use for many other integrations, not just Ex Libris.
So far progress is going well, we can produce an XML file that was submitted to ExLibris for review, and they provided some minor feedback.
I am happy to share more info and code, but the problem I see is, unless you are also using SSIS, and the Zappy connector, our code will not really help you.
Please let me know any further questions, and if there anything else I can help you with,
Max Figueredo
Data Architect
Documentshttps://knowledgedevelopers.exlibrisgroup.com/Almaalma/Product_Materials/050Alma_FAQs/User_Management/Authenticationintegrations/user-management https://developers.exlibrisgroup.com/alma/integrations/user-management/sis/synch https://developers.exlibrisgroup.com/alma/integrationsapis/xsd/rest_user-management/authentication Video: LDAP Authentication - 3 min Video: SAML-Based User Authentication - 3 min Integrate Alma Login with Azure (SAML).xsd?tags=SIS SIS Loader PowerPoint and Sample Files
For Library Staff: Create a sample XML extract of custom configurations in Alma
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Meeting Recordings
Authentication Q&A - Dec 9, 2021 - Meeting Recording: Dec. 9 - Ex Libris & Ontario College Authentication Q&A
Authentication Details - SAML - Jan 24Student Information Systems (SIS) for Library Staff (Optional for IT) - Feb 8, 2022 - Meeting Recording: /wiki/spaces/CI/pages/417562658
Enterprise Resource Planning (ERP) for Library Staff (Optional for IT) - Feb 15, 2022 - Meeting Recording: /wiki/spaces/CI/pages/426377259
Ex Libris / Ontario College SIS Integration for IT Personnel - Feb 18, 2022 - Meeting Recording: JanFeb. 24 18 - Ex Libris / Ontario College Authentication Details - SAML
Authentication Details - LDAP - Jan 25, 2022 - Meeting Recording: pending
Authentication Details - CAS - Jan 27SIS Integration Meeting
3rd party Integrations for Library staff (Optional for IT) - Feb 22, 2022 - Meeting Recording: pending /wiki/spaces/CI/pages/433553431