VDX NCIP integration with Alma at UC
Due on
Thu, Apr 15, 2021
Notes
- Timestamp | 2021/03/09 3:44:05 PM PST
- Name of your SILS group
- Fulfillment & ILL Functional Group (FFFG)
- What's your desired outcome for this meeting? What do you want to gain from having Ex Libris attend the meeting?
- This is not a meeting with the FFFG itself, but with OCLC (Ralph Horton) and UCLA. We would like to have a shared understanding of the steps required to configure VDX NCIP integration with Alma at UCLA.
- Ultimately, we want to have a documented process that will enable configuration of NCIP integration at other institutions using our experience at UCLA as a model.
- Describe any problems with which you're struggling.
- The biggest problem is developing an accurate model and documentation of how the complete integration works, as there are a number of steps and services. The basic workflow we are trying to achieve is as follows:
- A patron makes a physical loan request in the Primo resource sharing form, choosing a pickup location.
- The request cannot be filled by the AFN.
- A message is sent by the Supplier of Last Resort to the IVEA adapter. The message includes the Alma name of the pickup location. (The original borrowing request is kept alive.)
- IVEA uses mapping tables to look up the VDX pickup location code and managing location code based on the Alma pickup location name.
- The request is sent into VDX and processed. The request will be managed at the VDX ILL unit (the managing location) associated with the pickup location selected by the patron.
- When the item is put into received status in VDX, an NCIP 2 message is sent to the Alma instance through the OCLC NCIP gateway. The NCIP gateway uses mapping tables to look up the Alma resource sharing integration profile and pickup location based on the VDX pickup and managing locations.
- Alma creates a new borrowing request with the patron's pickup location. The ILL operator deletes the original borrowing request, scans in the received item, and puts it in transit to the pickup location. Once at the pickup location, the item is placed on the hold shelf and a notification is sent to the patron.
- We are aware of the following configurations needed to get this working:
- * In Alma default pickup locations have to be configured on libraries and must be displayed to the user in the resource sharing form.
- * NCIP resource sharing partners need to be set up in the Resource Sharing Library (and possibly Law Library?), including a temporary item creation rule and a resource sharing integration profile. (see https://drive.google.com/file/d/1rUxITjQR3rB38Yklj-lcb9iA_pLB22U0/view?usp=sharing and https://drive.google.com/file/d/1LPeQckAVa2VSfed4lbYp6yuMDhuwFIM6/view?usp=sharing).
- * OCLC must configure mapping tables in the NCIP gateway based on form provided by institution. (see https://drive.google.com/file/d/1bn5C8k_DH82NgTDzyq9mMSlcVqefLDBN/view?usp=sharing)
- * Institution must configure location mapping tables in IVEA spreadsheet. (See https://docs.google.com/spreadsheets/d/1QjN2WJ7P8U6zNp-Koekf_GOsROJBT3_ICICI3OyDffg/edit?usp=sharing.)
- How does this affect your staff and/or users? How many people does this affect? For example, a few people at your campus, multiple campuses or the whole UC? Please describe the relevant audience(s).
- This configuration will enable NCIP integration for resource sharing staff primarily at the 5 new-to-Alma institutions: UCM, UCB, UCLA, UCSD, and UCSF. These are the institutions that will require new NCIP configuration..
- Do you have any Confluence pages or other docs to share with the consultant? If so, please share the link(s) below.
- UCI Resource Sharing Library config: https://drive.google.com/file/d/1rUxITjQR3rB38Yklj-lcb9iA_pLB22U0/view?usp=sharing
- UCI Science Library config: https://drive.google.com/file/d/1LPeQckAVa2VSfed4lbYp6yuMDhuwFIM6/view?usp=sharing
- UCI NCIP gateway form for OCLC: https://drive.google.com/file/d/1bn5C8k_DH82NgTDzyq9mMSlcVqefLDBN/view?usp=sharing
- IVEA location configuration spreadsheet: https://docs.google.com/spreadsheets/d/1QjN2WJ7P8U6zNp-Koekf_GOsROJBT3_ICICI3OyDffg/edit?usp=sharing
- Do you have any other information that would be helpful for the consultant to know?
- The UCLA configuration can be modeled on UCR, because most of its ILL will be managed by a central Resource Sharing Library, which will transit items to various pickup locations. However, we believe the Law Library will need to be configured following the UCI model, as the this library will manage its own ILL borrowing requests.
- What's the urgency?
- within the next week or two
- What day of the week and time would you like the consultant to attend your group's meeting?
- We will need a Doodle poll as this is not a regular meeting.
- Who is the contact for coordinating this meeting? (name & email)
- Joe Ferrie (joe.ferrie@ucop.edu)
Added by
Marci D.