Alma/Primo Online payment integration Chris Jones Systems Manager, University of Sheffield IGeLU Conference, Oxford, September 2014

University of Sheffield Library, UK Over 25 000 students Nearly 6 500 staff Approx. 1.3 million print vols Very high use of self-service, especially in 24/7/365 Information Commons (including requests) 11/11/2018 © The University of Sheffield

Joined the Alma European Early Adopter Programme in July 2011 Building more Information Commons space in a new building (the Diamond) for Sept 2015 Alma@Sheffield Joined the Alma European Early Adopter Programme in July 2011 1st RLUK & Russell Group member to go live with Alma, June 2013 11/11/2018 © The University of Sheffield

This presentation… Looks at our needs (before and after Alma) Outlines the integration workflow Integration project experience Brief demonstration 11/11/2018 © The University of Sheffield

Online fines payment (B.A.) Not reinventing the wheel Used with previous LMS since 2010 NOT via self-service machines Over 60% of fines paid online in 2013 Made real staff savings in cash counting and disputes 11/11/2018 © The University of Sheffield

Online fines payment (B.A.) via Primo Use payment gateway (WPM) to handle card payment process Separate Payment Service Provider (WorldPay) WPM updates LMS, and also Finance System (SAP) via batch file 11/11/2018 © The University of Sheffield

Elementary, dear patron LMS Holds user fines and charges Display fines via Resource Discovery Layer Post to pay send details to Payment gateway LMS updates user account Sends user receipt PP posts back to user - confirm payment to library and finance systems User pays via card/paypal at payment provider 11/11/2018 © The University of Sheffield

Integration Project - Alma Ex Libris – Project and Dev support (Primo & Alma) WPM – Implementation Manager (Payment pathway) UoS – Project Manager, Systems, Finance 11/11/2018 © The University of Sheffield

Project Diary Ex Libris project call. ExL developing functionality based on API description received from WPM. Plan to have WPM (e-payment) integration work ready for August release. 11/11/2018 © The University of Sheffield

Project Diary WPM Project initiation meeting Implementation document Card Payment Gateway/Library pathway Local details: Fund codes/local payment details Email to payer on failure Email to staff on failure Refund email 2 phase payment test: demo then live 11/11/2018 © The University of Sheffield

Project Diary Meanwhile… June 2013 – Go Live July 2013 Systems Certification Training – config access! 11/11/2018 © The University of Sheffield

Project Diary September WPM payment page ready for testing Test interface Test form validation Test cards 11/11/2018 © The University of Sheffield

Project Diary Missed August release October Release Notes Integration profile and methodology 11/11/2018 © The University of Sheffield

Project Diary Unexpected bumps Primo Staging Support for using PDS from staging Primo added with the November 2013 Release 11/11/2018 © The University of Sheffield

Project Diary Unexpected bumps Redirect-URL field to the POST request that we send to WPM 11/11/2018 © The University of Sheffield

Project Diary Lessons learnt Vendor–Vendor communications challenges for third party integrations Vendors building separate parts – customer as bridge? 11/11/2018 © The University of Sheffield

Integration Project - Alma Integration profile established Payment gateway live Primo set up Payments tested 11/11/2018 © The University of Sheffield

Alma Integration Profile Link from Primo sent to Alma: integration profile is used to pass appropriate parameters to payment provider NB end user never sees Alma – data is called from Alma via Primo and posted to payment provider Data required agreed between payment provider and Ex Libris 11/11/2018 © The University of Sheffield

WPM Payment gateway Establish payment pathway for library (secure, hosted website with institutional DNS) Check user interface Check user payment form validation Check real time update link to LMS Check payment 11/11/2018 © The University of Sheffield

Primo Back Office tables – add a link from fines+charges in Primo to the Alma integration profile (Ex Libris provide link details) Ensure patron redirected to Primo at the end of the process 11/11/2018 © The University of Sheffield

In practice… 11/11/2018 © The University of Sheffield

Link to Alma 11/11/2018 © The University of Sheffield

Staging Primo 11/11/2018 © The University of Sheffield

Walk through Primo link - looks up the Alma integration profile Checks user details (and fines) Sends post to the payment pathway link specified in the integration profile in Alma. 11/11/2018 © The University of Sheffield

Walk through Post to include:- (a) a user identifier (b) the amount (Only one payment element with the total amount the user owes. User can choose to pay less than the total debt.) (c) Finance recording codes (d) Shared secrets/security features 11/11/2018 © The University of Sheffield

11/11/2018 © The University of Sheffield

Walk through WPM payment pathway handles the payment as required by the end user. [Separate PSP] Upon completion, WPM posts back to Alma to say that a transaction has completed successfully. Failure responses also defined. Alma sends completion response to WPM, and a receipt to the end user. 11/11/2018 © The University of Sheffield

11/11/2018 © The University of Sheffield

11/11/2018 © The University of Sheffield

11/11/2018 © The University of Sheffield

Not all integrations are alike Notes Not all integrations are alike Same profile, different data – hence September 2014 fixes. Users with no email Redirect URL with ‘&’ Develop itemised payment API developments 11/11/2018 © The University of Sheffield

Any questions?