The resources below support common ways that library workers across the Alliance perform tasks related to the Systems (SYS) program. Technologies and systems support, including integrations and configurations for Alma/Primo and resource sharing systems, analytics, and authentication.
General
- SYS email list: contact Elizabeth Duell to be added to the list
- Systems Discussion (sys-discussion): community building, questions specific to Systems, troubleshooting
- SYS Community Calls
- Join monthly calls on Zoom for demonstrations, discussions, and updates from SYS groups.
- Agendas are disseminated via the SYS Discussion email list.
- If you miss the login information, contact Tamara Marnell, Program Manager for Systems.
- Centralized support for recurring calendar links: contact Elizabeth Duell to be added to calendar entries
- Anonymous Ask Form
- Ask questions or share issues you’d like help with but are not yet fully comfortable putting out in front of the community.
- Please don’t expect individual replies as the form is completely anonymous.
- SYS groups will typically respond during the next community call, or they may reply via email to the SYS discussion list.
- Systems Librarianship 101: a series of lessons designed for library staff who are new to systems work
- Systems inventory (requires password) for lists of software systems used at Alliance member libraries
Integrations & Configurations
Interlibrary Loan Software Integrations
Interlibrary loan softwares that integrate with Alma include OCLC Tipasa, WorldShare, ILLiad, and more. Consortia members integrating with Alma may have unique setting requirements.
Collected Integration Resources
- Interlibrary Loan Integrations: multiple integration resources are available from the Resource Sharing & Fulfillment (RSF) Documentation
ILLiad
- Alma / ILLiad NCIP (NISO Circulation Interchange Protocol) Integrations (PDF): Nathan Mealey, Portland State University (January 2016)
- How do I configure ILLiad and Alma integration? SUNY Training Webpage
- ILLIad add-on for NCIP-based Integration with Alma
- ILLiad as Lender of… LAST RESORT!, Blake Galbreath (WSU) 2024: slides (Google Slide) and video (35:54, YouTube)
- ILLiad as Supplier of Last Resort (Alma configuration) (PDF)
OCLC: Tipasa and WorldShare
- Alma GES (General Electronic Services) for Tipasa (Docx via Google Drive): Doris Munson, Eastern Washington University
- Ex Libris Developers Network
- Tipasa Integration Presentation, Michele DeSilva (COCC) 2024: slides (Google Slide), video (52:25, YouTube), and document (Google Doc)
- Tipasa Integration Resources (Google Doc)
- Tipasa Patron Data Files
- Tipasa Presentation (Google Slide), 2018 Summit & Fulfillment Day: Stefanie Gorzelsky and Sagan Wallace
- Tipasa Release Notes from OCLC
- Understanding your OCLC Resource Sharing Service (58:48, Google Video): webinar for Alliance members, April 2021
- WorldShare Integration Presentation, Drew Jackson (PCC) 2024: slides (Google Slide) and video (33:59, Google Video)
Rapido
- Ex Libris Developers Network for Rapido
- Rapido Video Demo from OHSU. September 2022, Paul Gardner: captioned (17:16, Google Video) and un-captioned (17:19, Google Video)
ContentDM
- Batch Editing ContentDM Records (PDF)
- Enabling OAI & Mapping Fields in ContentDM (PDF)
- External Sources: A GitHub repository from Blake Galbreath (WSU) for loading OAI-PMH pipes into Primo VE
Alma/Primo Administration
Alma/Primo Configuration & Customization
- Configuration Documentation for Loans and Requests: documentation for fulfillment units, terms of use, and item policies
- Normalization Rules
- Guide to Display and Local Fields in VE for Alliance Members (Google Doc)
- Member coordination spreadsheet (Google Sheet) for local search/facet rule fields
- NRSG (Normalization Rules Standing Group) Changelog (Google Sheet) showing most recent updates to Alliance local display fields
- NRSG training resources (under construction): This page will provide access to documentation and videos that the NRSG has created for new group members.
- NRSG working resources: This page provides a set of resources that are helpful in the development and implementation of Primo VE display, search, and facet fields.
- NRSG’s GitHub repository of current display/search/facet rules for VE
- Workflow for PrimoVE Normalization Rules Development (Google Doc)
- Working with NRSG Local Resource Types in Primo VE (Google Doc)
- Primo customizations (VE and NDE)
- Primo VE Cookbook (Google Doc)
- Primo VE Toolkit: Find shared customizations and how-to documentation by the Primo Customization Standing Group.
- Primo Documentation: Comprehensive documentation about the discovery layer of the SILS (shared integrated library system).
- Primo Release Testing Standing Group Documentation
- SIS (Student Information System) Upload into Alma (Word Doc via Google Drive) (June 2018, Ann Chiu): Documentation from Warner Pacific University when implementing SIS import of patron records
Application Programming Interfaces (APIs)
- API Toolkit Group: Resources and examples to get started using the Ex Libris APIs.
- Ex Libris Developers Network API information
Resource Sharing Configurations
- Alliance Request Slip Templates for Summit (Google Doc)
- Patron Privacy in Alma (Google Doc)
- Print Daemon (Google Slide) (July 2021): These slides describe how to set up the Ex Libris Print Daemon to automatically or manually print slips sent to a queue in Alma. Also review the Slip Printing Demo Open Call (54:49, Google Video)
- Summit Documentation
Technical Support
- Alma/Primo Down Recommendations: Procedures for system-down events and suggestions to prepare your library for a potential SILS (shared integrated library system) outage.
- Alma and Primo Sandbox Inventory: Alma Sandboxes and how to work with them
- Best Practices for Ex Libris Case Management (PDF)
- Ex Libris Developer Network
- Ex Libris Users of North America (ELUNA) Representatives
- Community Enhancement Requests and Voting (CERV) Enhancement Process (limited to ELUNA members)
- Determine membership from the ELUNA Membership management site
- Log in to Wild Apricot to manage ELUNA membership
- Upcoming Product Enhancement Cycles (ELUNA)
- ELUNA email lists (open to all Ex Libris customers worldwide)
- Education & Events: select ELUNA Learns (available to both institutional and consortial members)
Analytics
- Analytics 101
- January 2023: introduction to Analytics, including accessing it, navigating it and choosing when to use it. Includes slides (part 1, part 2, and part 3), handout (PDF), and recording (52:53, YouTube)
- March 2024: introduces the Analytics interface, creating reports, working with filters, adding totals and subtotals, and copying existing reports from shared folders. Includes recording (52:01, YouTube).
- Central Analytics Standing Group (CASG) trainings
- COUNTER reports
- SQL and other scripting needs for pulling data from Alma/Primo
- SQL overview (58:26, YouTube) recording and slides (Google Slide)
Authentication
- Email Authentication (6:23 Google Video) from February 2018 open call demo by Kun Lin
- Guest logins:
- Social Login (14:15, Google Video) from December 2016 open call demo by Tamara Marnell
- SSO (Single Sign-On)
- From Primo VE Cookbook, Steps to create new SAML profile for Primo VE (Google Doc): An example from OHSU of how to set up a SAML profile for an institution’s new CNAME URL for Alma and Primo VE. (Video, 1:02:29, YouTube)
- Systems inventory (requires password) lists the type of authentication the different institutions use