1 Alma Developers Your Library, Extended. November 2012  Ex Libris Ltd., Internal and Confidential

2 Copyright Statement and Disclaimer All of the information and material, including text, images, logos and product names, is either the property of, or used with permission by, Ex Libris Ltd. The information may not be distributed, modified, displayed or reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is provided on an "AS IS" basis for general information purposes only without any representations or warranties, whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, and its subsidiaries and related corporations disclaim any and all liability for use of this information, even if advised of the possibility that loss, damage or expenses may arise. © Ex Libris Ltd., 2012

3 Agenda  Ex Libris Ltd., Internal and Confidential The Alma Developers Platform 11 Alma Web Services in Action 22 Developing in Alma Developers 33 Alma Apps & Extensions 44

4 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential

5 The Open Platform Strategy  Ex Libris Ltd., Internal and Confidential Being an open system, Alma thrives to leverage specialized functionalities that are external to Alma, by linking them to Alma functions, creating strong end-to- end cross-system library workflows and patron services Patron Operator

6 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Resource Sharing Course Management Material Vendors Financial Systems Student Info Systems Discovery & Delivery Custom Apps Cloud Integration Templates Web Services Adapters & Interfaces Publishing Services Alma Developers Platform Alma Developers Network Alma Developers Network Export & Import Services

7 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Resource Sharing Course Management Material Vendors Financial Systems Student Info Systems Discovery & Delivery Custom Apps Cloud Integration Templates Alma Developers Platform Alma Developers Network Alma Developers Network Web Services Adapters & Interfaces Publishing Services Export & Import Services

8 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Alma integrations are achieved using a number of techniques Web Services Publishing Services Data Extract & Import Online integrations with applications Extending workflows Exposing repository information to discovery tools Sharing data with 3rd party solutions Leveraging Industry standards, adapters and integration interfaces Adapters & Interfaces

9 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Publishing Data Extract & Import Web Services

10 Web Services  Ex Libris Ltd., Internal and Confidential Web Services Attributes Types Leverage the Alma SDK SOAP Based Secured HTTPS Transport Alma SDK (Software Development Kit) makes it easier and faster to integrate with Alma Interacts well across institutional firewalls and proxies Guaranteed level of reliability and security Leverage industry standard security protocols Password and role secured Lookup Services Update Services

11 Publishing Services  Ex Libris Ltd., Internal and Confidential Publishing Google Scholar Resource sharing systems Etc’ Discovery Solution Incremental Multi Format MARC OAI Record relations Course information Headings Automatic updates: Bibliographic record updates Availability information Enriched

12 Data Extract & Import Services  Ex Libris Ltd., Internal and Confidential Data Extract & Import: Repository Non Repository Multi Format MARC OAI Enriched Holdings Data Fields from the attached Holdings records may be expanded into the extracted MARC record Records may be extracted in MARC or MARC XML formats, depending on the expected use of the extracted record Requests Invoice Remote Storage Systems Bursar Systems Vendor Systems (Approval Plans imported via EOD files) Financial Systems Fines/Fees Orders

13 Data Extract & Import  Ex Libris Ltd., Internal and Confidential Excel/CSV Ideal for representing relational information XML For fuller representation of the information, including repetitive fields XLS XML

14 Adapters & Interfaces Wide range of industry standards, Adapter and Interfaces support  Ex Libris Ltd., Internal and Confidential Z39.50/SRU NCIP ISO ILL SIP2

15 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Resource Sharing Course Management Material Vendors Financial Systems Student Info Systems Discovery & Delivery Custom Apps Alma Developers Platform Alma Developers Network Alma Developers Network Web Services Adapters & Interfaces Publishing Services Export & Import Services Cloud Integration Templates

16 Alma Cloud Integration Templates  Ex Libris Ltd., Internal and Confidential Alma integrations are based on Integration Templates ILL System Integration Template ILL System B ILL System A

17 Alma Cloud Integration Templates  Ex Libris Ltd., Internal and Confidential Alma integrations are based on Integration Templates Remote Storage Integration Template Remote Storage A Remote Storage B

18 Alma Cloud Integration Templates Business attributes of the Integration Template Technical attributes of the Integration Template

19 Fulfillment Acquisitions Resource Management User Management Extending Workflows  Ex Libris Ltd., Internal and Confidential

20 Alma Web Services In Action  Ex Libris Ltd., Internal and Confidential

21 Alma Web Services In Action  Ex Libris Ltd., Internal and Confidential Resource Management ServicesUser Management Services Acquisitions Services Fulfillment ServicesDiscovery & Delivery Patron Services

22 Mobile Library Services  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Patron Services Loan list Request list Library fees Renew Loans Cancel Request GetUserLoans(); RenewUserLoans();

23 Self Service  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Patron Services Self payment Get calculated due date Self Checkout Self payment 28 PayFees(); GetLoanAttributes(); LoanItem(); ReturnIem();

24 Discovery  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Discovery <<Back Resolved Links to E-Resources Fulfillment Services for P-Resources Links to Delivery Component for D-Resources

25 Discovery  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Discovery <<Back GetHoldingsAVA()

26 Resource Sharing  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Fulfillment Services Fulfillment actions Repository information Resource Sharing communications Repository information Local Resource Sharing system Remote Resource Sharing system NCIP Messages: LookupUser CheckOuItem CheckInItem AcceptItem RequestItem GetHoldingsAVA() ISO Messages: Request Shipped Received Etc’

27 Course Management Systems  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Fulfillment Services Inventory availability Reading lists Add citations to list Course Information Course Management System GetReadingList ( ); CreateReadingList( ); GetHoldingsAVA ( );

28 Remote Storage  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Fulfillment Services Request Information:  Requested format  Required pickup Manual Operator

29 Remote Storage  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Fulfillment Services Automatic Retrieval System Request Information:  Requested format  Required pickup UpdateItem( ) RequestItem( )

30 Library Gates  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Fulfillment Services User Information  Status  Expiry Date  User Group <<Back GetUserInformation()

31 Enterprise Systems  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Acquisitions Services Vendor System Finance System Invoice Information Fund Information Purchase Order Information <<Back CreateOrder(); GetOrder(); CreateInvoice(); GetInvoice(); GetFunds();

32 Enterprise Systems  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Student Information System Bursar System User Fines and Fees Information User Information <<Back User Management Services Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI

33 Authentication  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository User Management Services SAML Based Authentication Local Users Database LDAP Database <<Back AuthnenticateUser();

34 Manage Bibliographic Records  Ex Libris Ltd., Internal and Confidential Lookup Services User Management Resource Management Fulfillment Acquisitions Lookup Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Update Services User Management Resource Management Fulfillment Acquisitions Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Adapters & Interfaces Z39.50/SRU NCIP, SIP2 ISO ILL SAML/LDAP OAI EDI Publishing Data Extract & Import Repository Non Repository Data Extract & Import Repository Non Repository Resource Management Bulk Import Record Editor <<Back GetRecord(); SearchRecord(); UpdateRecord();

35 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Resource Sharing Course Management Material Vendors Financial Systems Student Info Systems Discovery & Delivery Custom Apps Alma Developers Platform Web Services Adapters & Interfaces Publishing Services Export & Import Services Cloud Integration Templates Alma Developers Network Alma Developers Network

36 Apps & Extensions  Ex Libris Ltd., Internal and Confidential Metadata ProcessingLabel Printing External Search Profiles Normalization Rules – Automatically manipulating metadata records imported or created in Alma. Merge Rules – Controlling how imported records are merged when imported to Alma Web Services may be used for pulling item information from Alma and activating them in Label Printing applications External sources may be used to for importing records

37 Normalization Rules  Ex Libris Ltd., Internal and Confidential Online cataloging Bulk importing Record Normalization For example:  Add language code in field 41  Add Medium information in field 245

38 Normalization Rules Rule Name If exists a 008 field with value ‘ger’ AND No 041 field already exists with value ‘’ If exists a 008 field with value ‘ger’ AND No 041 field already exists with value ‘’ If exists a LDR field with value ‘s’ OR There is an ISSN If exists a LDR field with value ‘s’ OR There is an ISSN Condition Clause Action Clause Add 245 field, subfield ‘h’, with value ‘[Journal]’, or replace existing value Add 041 field, subfield ‘a’, with value ‘ger’

39 Merge Rules  Ex Libris Ltd., Internal and Confidential Record importing Matched record Merge records For example:  Don’t overlay OCLC number  Copy over all series related fields

40 Merge Rules Overlay with all new record fields, except for the identifiers and local fields Do overlay the 035 field unless it has the indicators ‘9’ and ‘#’ Overlay with all new record fields, except for the identifiers, local fields and added entry fields Add Serial Statements and Series Added Entries from new record

41 Online Label Printing  Ex Libris Ltd., Internal and Confidential For offline printing File Item Information Web Service Enter Item ID Launch Launch (with returned Item Information) For online printing Label Printing Application

42 Batch Label Printing  Ex Libris Ltd., Internal and Confidential Label Printing For offline printing Define criteria for printing File Item Information

43 External Search Profiles List of sorted search targets in my profile Available search targets that can be added to my profile

44 External Search Profiles Search profile Search term Edited record

45 External Search Profiles Search results, with merge options

46 The Alma Developers Platform  Ex Libris Ltd., Internal and Confidential Resource Sharing Course Management Material Vendors Financial Systems Student Info Systems Discovery & Delivery Custom Apps Alma Developers Platform Web Services Adapters & Interfaces Publishing Services Export & Import Services Cloud Integration Templates Alma Developers Network Alma Developers Network

47 Alma Developers  Ex Libris Ltd., Internal and Confidential

48 Thank you!