• Avatar Yoel Kortick Ex Libris

    Senior Librarian at Ex Libris.

  • How to run a normalization process on a set of bibliographic records via an API in 5 easy steps
    Information regarding creating the set may be found on the developers network at ‘Documentation > Alma > Rest APIs > Configuration and Administration > submit a manual or scheduled job’.Alma includes the API syntax for running a normalization process on a set. This syntax appears on the last screen when running the process in the Alma…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    How to receive an existing item via an API in 5 easy steps
    See also Receive an Existing ItemONEIdentify the following mandatory information to be able to receive the existing item:POL ID. In our case it is POL-45389Item ID. In our case it is 2343589980000121Date of receiving. In our case it will be June 17, 2019. This is the format: 2019-06-17The code of the department where the item…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    How to create a logical set of bibliographic records via an API in 5 easy steps
    Information regarding creating the set may be found on the developers network at "Documentation > Alma > REST APIs > Configuration and Administration > Create a Set".In the example here we will create (POST) a set by first retrieving (GET) an existing specific set and using the syntax of that set to create a new…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    Alma Indication Rule Examples
    See also:How to use an indication rule to retrieve all records with no language in the 008 field.pptxIndication rules and set filtering.pptxIndication rules contributed by the community in the community folder of the metadata editor under "Indications rules > Community"Retrieve all records which contain more than occurrence of 900 field subfield a with text Art…

    ALMA INDICATION-RULES

    How to use an API to edit a user record and change the record type from Public to Staff in 5 easy steps
    See also: How to create a user via an API in your institution in 5 easy steps.In the example here we willRetrieve a user with GETEdit the outputUse the edited output as input for a PUT to update the user.ONENote that user with primary identifier "Lynn Crown" is record type publicWe will change that record…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    Examples of OAI Syntax
    In the example here we have an integration profile of Integration Type "OAI Repository Definition" as follows:We also have a general publishing profile which publishes records in MARC21 xml format.It publishes to:Set Spec: SetSpecProjectGutenbergSet Name: SetNameProjectGutenbergOAI Identify to get OAI details:https://eu00.alma.exlibrisgroup.com/view/oai/EXLDEV1_INST/request?verb=IdentifyOAI List Sets: https://eu00.alma.exlibrisgroup.com/view/oai/EXLDEV1_INST/request?verb=ListSetsOAI List Metadata formats: https://eu00.alma.exlibrisgroup.com/view/oai/EXLDEV1_INST/request?verb=ListMetadataFormatsOAI List Identifiers where set spec is called…

    ALMA PUBLISHING/EXPORT

    How to create a user via an API in your institution in 5 easy steps.
    This blog will focus on creating a user via an API in your institution.The developer network already discusses how to create a user using an API. See for example Create User.Additionally, the developer network provides a generic sample input file for the Create User API in both XML and JSON format.However, this blog focuses on…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    How to create a bibliographic record based on an existing record in your insitution via an API in 5 easy steps.
    This blog will focus on creating a bibliographic record based on an existing bibliographic record  your institution.The developer network already discusses how to create a bibliographic record using an API. See for example Create RecordAdditionally, the developer network provides a generic sample input file for the Create Record API in both XML and JSON format…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    How to create an order via an API in your institution in 5 easy steps.
    This blog will focus on creating an order via an API in your institution.The developer network already discusses how to create an order using an API. See for example Create PO LineAdditionally, the developer network provides a generic sample input file for the Create PO Line API in both XML and JSON format.However, this blog…

    ALMA GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    Common APIs for Real Time Ordering integrations with vendors
    The following are common APIs for Acquisitions Vendor Integration.This is a supplement to the following:Real Time Acquisition General Overview Instructions for Institutions Instructions for vendors General overview of ExLibris APIs methodologyIn the following cases1. Replace the API key 972y26499l369k with your actual API key.2. Replace https://api-eu.hosted.exlibrisgroup.com with your geographic location as described in section “Calling…

    ALMA GETTING-STARTED REAL-TIME-ACQUISITIONS

    How to configure SRU and structure SRU retrieval queries
    The only required configuration for the institution to use SRU is to define an SRU integration profile. For information regarding the profile see:See:https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/030Resource_Management/190SRU_SRW_Searchhttps://developers.exlibrisgroup.com/alma/integrations/SRU Here is an SRU profile:Once the integration profile is set up it can be used.  No other configuration is required.The base URL for SRU requests is:https://<Alma domain>/view/sru/<institution code> For example if the Alma URL…

    ALMA SRU

    How to use an API to retrieve an Alma Analytics report in 5 easy steps
    Information regarding "How to use an API to retrieve an Alma Analytics report" is available in this blog post, and official doc is available here.It is possible to both retrieve the data of an Alma Analytics report as well as the paths (locations) of Alma Analytics reports.In this blog post we will focus on retrieving…

    ALMA ANALYTICS GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    Brief record rules and descriptions
    See also: Brief record levels functionality in Alma The brief record rule for brief levels based on record content The list of brief level search index descriptions for brief levels based on record content The brief record rule for brief levels based on LDR The list of brief level search index descriptions for brief levels…

    ALMA

    How to use the general Publishing Profile to send a file of ISBNs of records owned by institution to an ftp server
    It is possible to use a general publishing profile to produce a MARC file of records belonging to a logical set of the institution's repository.The MARC file can be in XML or binary format.If it is not desired to send the entire bibliographic record then a normalization process can be applied using a normalization rule…

    ALMA GENERAL PUBLISHING/EXPORT

    Alma Normalization Rule Examples
    see also: Working with normalization rulesNote that if you do copy/paste here make sure the quotation marks transfer correctly.Change all 519 fields to 919 then delete duplicate 919 fieldsrule "change field 519 to 919" # the higher priority occurs first. 2 before 1 priority 10 when (true) then changeField "519" to "919" end rule "remove…

    ALMA NORMALIZATION-RULES

    Example of new order from OASIS matching and using existing bibliographic record in Alma
    In addition to this blog see also Create PO line API: How the bibliographic record is determined.This blog will show a real-life example of a situation in which a new order is created from OASIS and a matching bibliographic record already exists in Alma.  Due to configuration in the new order API configuration profile in…

    ALMA REAL-TIME-ACQUISITIONS

    How to automate the process of sending an Alma Analytics report to an FTP server.
    As of July 2019 it is possible to automate the process of sending an Alma or Primo VE Analytics report to an FTP server. There are situations in which an institution needs to supply data via Alma Analytics to "another dept. of the institution".For example, a list of invoices which have been paid to vendor X…

    ALMA ANALYTICS

    How to use the Primo Search API as a guest in the developer network in 5 easy steps
    Preliminary Note:For an example of doing a GET API call for Primo search paste this into your browser or REST clienthttps://api-eu.hosted.exlibrisgroup.com/primo/v1/search?vid=API_GUEST_INST%3AAPI_GUEST_INST&tab=LibraryCatalog&scope=MyInstitution&q=creator%2Ccontains%2Celia%20zafrani%2CAND%3Bany%2Ccontains%2Ccloud%20computing&qInclude=facet_tlevel%2Cinclude%2Conline_resources%7C%2C%7Cfacet_rtype%2Cexact%2Cbooks&lang=en&offset=0&limit=10&sort=rank&pcAvailability=true&getMore=0&conVoc=true&inst=API_GUEST_INST&apikey=l7xx2af7939c63424511946e0fcdc35fe22aIntroduction:This blog includes specific instructions of how to fill in the field parameters of the Primo search API as well as tips of where to take them from for your specific case.The Ex Libris Developer…

    ALMA PRIMO GETTING-STARTED HOW-TO-APIS-IN-5-EASY-STEPS

    EOD (Embedded Order Data) with multiple funds for a New Order Import Profile
    In this post we will discuss using an EOD input file whichCorresponds to field / subfield mapping in the "New Order Import Profile"Includes multiple fundsFirst a quick short comment for those who do not want to read the full blog:In order to define multiple funds in an EOD file define in the import profile define…

    ALMA EOD

    Alma Analytics - Transaction Expenditure Amounts for Physical and Electronic Resources
    In the January 2019 Alma Analytics release new fields were added to Funds Expenditure subject area "Fund Transactions" folder.These new fields are pre-filtered measures bytype of expendituretype of POL.The "type" here may be "physical", "electronic" or "general".These measures are useful for viewing trends and statistics for print and electronic expenditures as well as PO lines.As…

    ALMA ANALYTICS

    Alma Analytics - Discovering why the usage may have decimal points in the cost per use
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"There are cases where the usage may appear as decimal values.  This depends on how the report is made, and reflects a proportion of the usage based on…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Matching the resource from COUNTER report to the resource in Alma for cost per use
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"When a COUNTER report is loaded to Alma either manually or via SUSHI harvesting there is an attempt to make a match between the resource in the COUNTER…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Overview of determining the price for cost per use
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"There are four situations in which the cost of an electronic resource must be determined for Alma Analytics cost per useThe resource does not have it's own POL…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Determining the price for cost per use for a portfolio which has its own POL of type Continuous
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"In this case we are referring to resources which have their own POL.This is not a case where the POL is for an entire electronic collection and the…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Determining the price for cost per use for a portfolio which is part of a collection which has a POL of type One Time
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"Note: This document concludes with an "actual example"Theoretical ExampleWe have fiscal periods:FY-2017: from July 1 2017 to June 30 2018FY-2018: from July 1 2018 to June 30 2019FY-2019:…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics – Determining the price for cost per use for a portfolio which is part of a collection which has a POL of type Continuous
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area.Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data"Question:In the Cost Per Use of the E-Inventory subject area how does the cost get determined when the portfolio does not have a POL?  The electronic collection to…

    ALMA ANALYTICS COST-PER-USE

    Alma Analytics - Determining the price for cost per use for a portfolio which has its own POL of type One Time
    This relates to the Cost Per Use in Alma Analytics E-Inventory subject area. Default reports and dashboard in folder "/shared/Alma/Cost per use via COUNTER reports e-inventory and acquisitions data" Note: This document concludes with an "actual example"   Introduction: A POL of type One Time has one transaction of type expenditure. However, it is used…

    ALMA ANALYTICS COST-PER-USE

    Using multiple New Order API integration profiles
    Introduction Introductory note:  The examples here are "just examples" and do not necessarily reflect desired match routines or normalization rules for each New Order API integration profiles.  The names of the profiles, the names of normalization rules and the match methods used here are only examples. If one institution is integrating with multiple vendors for…

    ALMA REAL-TIME-ACQUISITIONS

    Exporting from Alma using PERL and the Alma Analytics API
    Contributor: Margaret Briand Wolfe, Systems Librarian, Boston College.  margaret.briandwolfe@bc.edu   This blog will discuss using PERL to call the Alma Analytics API.  It will also show examples of how to use the resumption token and input parameters. The presentation was originally given at the Eluna 2017 conference. The full code example is available in GitHub…

    ALMA

    Publishing records from Alma to HathiTrust 2
    Contributors: Connie Hendrick. Data Systems & Services, University of Minnesota Libraries c-hend@umn.edu Yoel Kortick.  Senior Librarian, Ex Libris  Yoel.Kortick@exlibrisgroup.com Step 1: Create itemized set of physical items Create Excel file with header: Barcodes; format column as text so that numeric strings do not convert to scientific notation. Upload record set: Alma menu > Search and…

    ALMA PUBLISHING/EXPORT

    Printing in Alma
    Alma works in a cloud and thus as is the case with cloud based software all physical printing (printing to paper) is based on email rules.The email rules are made in external (not Alma) software.For printing (to actual physical paper) in Alma many libraries have used external software such as Namtuk (for pay) and "Thunderbird"…

    ALMA PRINTING

    Alma Offline Circulation
    Loans and returns can be performed when network connectivity is disrupted, using the Offline Circulation utility. For additional information see the Alma On Line Help at 'Fulfillment  > Advanced Tools > Offline Circulation'. To download the Offline Circulation utility click here.

    ALMA

    Publishing records from Alma to Hathi Trust 1
    Contributors: Margaret Briand Wolfe. Systems Librarian, Boston College margaret.briandwolfe@bc.edu Yoel Kortick.  Senior Librarian, Ex Libris  Yoel.Kortick@exlibrisgroup.com Attachments: Main Explanatory Document (includes instructions and references to other attachments) Accompanying PowerPoint Presentation Perl File untar_hathi.txt (rename suffix to .pl) Perl File alma_to_hathi.txt (rename suffix to .pl) Normalization Routine Hathi Trust - 5 Hathi remove all except 001…

    ALMA PUBLISHING/EXPORT