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Alma and interoperability :

Alma and interoperability :. Maximizing Alma’s role in the institutional landscape. Kevin Lin, Sue Harmer. Abstract.

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Alma and interoperability :

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  1. Alma and interoperability: Maximizing Alma’s role in the institutional landscape Kevin Lin, Sue Harmer

  2. Abstract “Alma is a core library system but does not stand alone. This paper will examine the ease of making Alma interoperate with other systems to provide services for users. It will discuss interoperability with Primo and the Alma Premium Sandbox, the Relais ILL system using NCIP, self-check machines using SIP2, the Monitor Business Machine online payment of fines using SIP2, EDI ordering with vendors, and authentication for library users using Active Directory. Ease of set-up and maintenance, as well as issues and advantages will be discussed.”

  3. FAST FACTS 8 FACULTIES Arts & Social Sciences Australian School of Business Built Environment UNSW Art & Design Engineering Law Medicine Science

  4. The Library • 5 libraries, 155 library staff • 241,000 e-books, 1.2 million print books, 81,000 online journals, < 600 active print journals • Primo since February 2009. Main user interface since July 2010. 6,508,395 Primo searches in 2013 • Alma live on 4 November 2013 • Other key library systems: • Research Data Management (https://resdata.unsw.edu.au/) • Institutional Repository (http://www.unsworks.unsw.edu.au) • Faculty-based Research Repositories (http://repository.arts.unsw.edu.au/) • Research Outputs System (https://ros.unsw.edu.au)

  5. Aleph and Voyager … past … Primo: 2 institutions, 7 views PCI Research Data (Fedora and in-house deposit) Aleph Voyager MetaLib/SFX Ezproxy Active Directory Group Study Room booking Vendor online resources Institutional Repository (UNSWorks, Fedora) InterLibrary loans Finance Faculty-based Research repositories (Fedora) Self-check machines Resource vendors orders UNSW publications management (Symplectic) Online fine payments Staff and Student systems

  6. Alma … current … Primo: 2 institutions, 7 views PCI Group Study Room booking Research Data (Fedora and in-house deposit) MetaLib/SFX Alma Ezproxy Active Directory InterLibrary loans (Relais ILL) Vendor online resources Institutional Repository (UNSWorks, Fedora) Stunnel Finance Faculty-based Research repositories (Fedora) Self-check machines Resource vendors orders UNSW publications management (Symplectic) Online fine payments Staff and Student systems

  7. Ease of set-up and maintenance • Centralised location • Literally labelled • Consistency

  8. Integration Profiles and S/FTP Connections • AD authentication • Self Check / Online payment • EDI orders • Primo publishing

  9. External Systems (Alma)

  10. External Systems (S/FTP)

  11. What works well • Authentication • No more GUI • Primo publishing • OvP (OPAC via Primo) • NCIP • Premium sandbox interoperability

  12. NCIP interoperability – Primo, Relais ILL, Alma • UNSW community uses Primo to search and submit ILL requests • NCIP LookupUser service • checks eligiblity before allowing the user to proceed • retrieves user details, e.g. email address • UNSW staff process ILL requests in Relais ILL • Relais: initiator role • Alma: responder role • CheckOutItem, CheckInItem, AcceptItem

  13. How it works – NCIP Lookup User

  14. Borrowing workflow

  15. Lending workflow

  16. Challenges • Working across time zones • Toronto / Jerusalem / Sydney • Speaking a common language • Different priorities • Release upgrades

  17. Lessons learned • Resourcing • Focus shift to coordination • The Cloud and its implications • Utilizing the Premium Sandbox

  18. Going forward • SIP2 • Selective payment of fines / fees • SMS • Holdings exports/updates • RapidILL • Libraries Australia • Continuous improvements to NCIP interoperability • More connections, e.g. Finance

  19. END

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