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Please also refer to the Information For College IT departments

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3rd Party Integrations

Meeting Recordings

To access the recording or presentation from 3rd Party Integrations Overview Meeting held Thursday, October 7, see 3rd Party Integrations Overview Meeting page.

3rd Party Integrations Form

How to fill out the Integrations Form

View file
nameOCLS 3rd Party Integrations form.xlsx

Due October 29

Submitting the 3rd Party Integrations Form

Please submit the form on Basecamp in the Docs & Files section, in the 3rd Party Integrations Form spreadsheet - completed folder.

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Too Long, Didn’t Read (TL, DR): Tips from the Systems, Analytics and Data (SAD) Subcommittee!

The SAD Subcommittee has created a tip sheet to help with the 3rd Party Integrations Form. The file below called, TLDR-3rd Party Integrations-EDITED Oct18, includes a new column with additional tips. Please use the file above for your submission, but check out the document below for helpful hints.

View file
nameTLDR-3rd Party Integrations-EDITED Oct18.xlsx

Ex Libris Secure FTP Service

Configuring Ex Libris Secure FTP Service

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  • Max 1GB for the directory

  • Data retention period - 30 days

Authentication

Authentication Form

View file
nameAuthentication form - ALL OCLS.xlsx

Authentication Information

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

https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/User_Management/Authentication

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:

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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

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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.

SIS Loader PPT Sample Files

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

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

View file
nameStudent_Faculty_Updates_in_Alma.pptx

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