The resources below support common ways that library workers across the Alliance perform tasks related to the Systems (SYS) program. Technologies and systems integrations, including configuration and customization for resource sharing systems and Alma/Primo, authentication, platforms, analytics, and APIs.
On This Page
General
- 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.
- SYS email lists – contact Elizabeth Duell to be added to the list
- Systems Discussion (sys-discussion): community building, questions specific to Systems, troubleshooting
- Centralized support for recurring calendar links – contact Elizabeth Duell
- Anonymous Ask Form
- Ask questions or share issues you’d like help with but are not yet fully comfortable putting it out in front of the community.
- Please don’t expect individual replies as the form is completely anonymous.
- In most cases, SYS groups will add the question and response to the next community call agenda, or they may email about it on the Systems discussion list.
- Systems Librarianship 101
- Systems inventory (password-protected) 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, and ILLiad. Consortia members integrating with Alma may have unique setting requirements. Multiple Integration links are available on the RSF Documentation Page
ILLiad
- ILLiad as Lender of… LAST RESORT!, Blake Galbreath (WSU) 2024 – Slides (Google Slide), Video (35:54, YouTube)
- How do I configure ILLiad and Alma integration? – SUNY Training Webpage
- ILLiad as Supplier of Last Resort (Alma configuration) (PDF)
- Alma / ILLiad NCIP Integrations (PDF) – Nathan Mealey, Portland State University (January 2016)
- Developers Network and external links
OCLC – Tipasa and WorldShare
- Tipasa Integration Presentation, Michele DeSilva (COCC) 2024 – Slides (Google Slide), Video (52:25, YouTube), Document (Google Doc)
- WorldShare Integration Presentation, Drew Jackson (PCC) 2024 – Slides (Google Slide), Video (33:59, Google Video)
- Tipasa Release Notes from OCLC (OLC)
- Tipasa Patron Data Files (OCLC)
- Tipasa Integration Resources (Google Doc)
- Tipasa Presentation (Google Slide), 2018 Summit & Fulfillment Day – Stefanie Gorzelsky and Sagan Wallace
- Alma GES for Tipasa (Docx via Google Doc) – Doris Munson, Eastern Washington University
- Understanding your OCLC Resource Sharing Service (58:48, Google Video) – webinar for Alliance members, April 2021
- Developers Network and external links
Rapido
- Ex Libris Developers Network for Rapido
- Rapido Project Group may have developed some documentation or trainings?
- Rapido Video Demo from OHSU. September 2022, Paul Gardner – Captioned (17:16, Google Video), Un-Captioned (17:19, Google Video)
Other
- LibKey / Browzine
- Inventory Programs
- CampusM
- ContentDM
Alma/Primo Administration
APIs
- API Toolkit Group: Resources and examples to get started using the Ex Libris APIs.
- Developers Network API information
- SpineOmatic
- CampusM Alma
- CampusM Primo
- Alma Inventory
- Rapido APIs
Primo Configuration & Customization
- Primo Documentation: Comprehensive documentation about the discovery layer of the SILS.
- Primo VE Toolkit: Find shared customizations and how-to documentation by the Primo Customization Standing Group.
- Primo customizations, VE & NDE
- Primo VE Cookbook (Google Doc)
- Primo Release Testing Standing Group Documentation
- Normalization Rules
- Working with NRSG Local Resource Types in Primo VE (Google Doc)
- Guide to Display and Local Fields in VE for Alliance Members (Google Doc)
- NRSG’s GitHub repository of current display/search/facet rules for VE
- Member coordination spreadsheet (Google Sheet) for local search/facet rule fields
- NRSG Changelog (Google Sheet) showing most recent updates to Alliance local display fields
- 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 training resources (Under construction): This page will provide access to documentation and videos that the NRSG has created for new group members.
- Workflow for PrimoVE Normalization Rules Development (Google Doc)
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 see the Slip Printing Demo Open Call (54:49, Google Video)
- SIS Upload into Alma (Docs via Google Doc) (June 2018, Ann Chiu) – Documentation from Warner Pacific University when implementing SIS import of patron records
Technical Support
- Alma/Primo Down Recommendations: Procedures for system-down events and suggestions to prepare your library for a potential SILS outage.
- Best Practices for ExLibris Case Management (PDF)
- Alma Sandboxes and how to work with them
- Alma and Primo Sandbox Inventory
- Missing how to work with them/etiquette.
- Developer Network (Ex Libris)
- 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 > ELUNA Learns (available to both institutional and consortial members)
Analytics
- Central Analytics Standing Group (CASG) trainings
- Analytics 101
- Understanding end user needs
- Couldn’t find a specific training for this but suspect it’s mentioned in many?
- SQL and other scripting needs for pulling data from Alma/Primo
- SQL overview (58:26, YouTube) recording and slides (Google Slide)
- Understanding the different categories available in analytics
- COUNTER reports
Authentication
- SSO
- 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)
- Social Login (14:15, Google Video) from December 2016 open call demo by Tamara Marnell
- Email Authentication (6:23 Google Video) from February 2018 open call demo by Kun Lin
- Guest logins
- Systems inventory (password protected) lists the type of authentication the different institutions use