Alma Publishing Profile (Fully Automated)

Please follow these steps to setup the BrowZine Publishing Profile

Updated August 2020

This article describes the required steps in order to publish portfolios from Alma to BrowZine, both for institutions that are not part of a network and for consortia members.
  • Institutional Zone (IZ) holdings: follow the Single Institution instructions below
  • Network Zone (NZ) holdings: follow the Multicampus/Consortia instructions further down the page
Important: If a particular library maintains IZ (Institutional Zone) and NZ (Network Zone) holdings data separately, then follow these instructions twice: once for IZ and once for NZ. You will submit the form (in the final step) twice in that case.

Email support@thirdiron.com with any questions.

Upgrading?

If you configured the original "BROWZINE_EXPORT" OAI Publishing Profile (pre-August 2020), then we recommend you upgrade to the newer "BrowZine" publishing profile at your earliest convenience.

  1. Delete the existing BROWZINE_EXPORT community zone publishing profile. 
  2. Configure the new BrowZine community zone publishing profile 
  3. If you deleted the original, then the OAI base url and set spec should be the same as before. If you do not want to delete it then you'll need to choose a new set spec name. Note that set spec names must not contain any special characters or spaces.
  4. Run the BrowZine publishing profile manually
  5. Alert us at support@younglliving.com once the above is complete to let us know you've migrated to the new OAI publishing profile. We will then run some tests and make sure all is well


Single Institution / IZ

1) Prepare a logical set


If you have not previously defined a set to publish to BrowZine, the recommended parameters for defining this set are:
Electronic Titles where (Material Type equals “Journal” AND Tag Suppressed (Title) equals “No”)


You can create this set by going here: Admin > Manage Jobs and Sets > Manage Sets and using the Filter option on the top left of the page. Once you've added the filters as shown above, click Search. On the search results page, click the "Save Query" button on the top right. Give your set a name and save it.

If you need additional assistance in defining a set, please refer to the Ex Libris Manage Search Queries and Sets documentation, under the "Create Itemized Sets" section.

2) Configure OAI Integration Profile


Open the Integration Profile panel by going to Configuration Menu > General > External Systems > Integration Profiles. Check to see if you have an "OAI Repository Definition" Integration Profile configured. Each Alma instance is only allowed one Integration Profile of this type, and it is required in order to create the OAI Publishing Profile.

If you already have an "OAI Repository Definition" Integration Profile configured, simply edit it to authorize the Third Iron IP. If you do NOT yet have an Integration Profile, you'll need to configure one by following the Setting Up OAI Integration documentation.

To add the IP:

a) On the Actions tab in the Integration Profile editing window, authorize the Third Iron IP via the “Allowed IPs” link. If you do not have this IP on hand, contact support@thirdiron.com, and request the “holdings server IP.”

b) To add the IP, click the "Allowed IPs" link and then click the "Add Row" link on the right side of the window. Use these settings:
  • IP Description = Third Iron IP
  • IP Version = IPV4
  • IP Match Criteria = enter the provided Third Iron holdings server IP
c) Click Add Row and then the Customize button on to confirm your changes.

d) Once you are back at the Integration Profile editing window, click the Save button on the top right.

3) Copy BrowZine publishing profile


a) Go to Alma menu > Resources > Publishing Profiles

b) Click on the Community tab

c) Search for “BrowZine”

d)  Use the action “Copy”


4) Configure the publishing profile

Set the following parameters:

  • Status = Active
  • Scheduling = Saturday morning option
  • Set Name = The set you just defined
  • Set Spec = BrowZine (if you must rename this for any reason, note that it cannot contain any spaces)


5) (OPTIONAL) Run the job manually to fasten the integration process


We recommend you manually run the publishing profile manually now. If you do not complete this step, we will not be able to test and finish the setup until the beginning of next week, as the publishing profile will not automatically run until Saturday as scheduled. The instructions to run the publishing profile manually may be found on the Ex Libris Publishing Profiles documentation page.

6) (REQUIRED) Register the publishing profile with Third Iron 

Fill out the form available here: https://thirdiron.com/alma with the necessary information to register your publishing profile.

This form provides us with the necessary details to connect the publishing profile to your BrowZine account. Once we receive the form, we will complete testing on our end to ensure the profile is setup properly and yielding accurate results. Once testing is complete, we will activate the automated updates and send you a confirmation message. This process can take up to a week (especially in cases where the Set was not manually triggered in step 9 above).

Any questions? Check out our Publishing Profile FAQ, or contact us with your questions.


Multicampus/Consortia/NZ


These instructions are relevant for consortia, which manages the Electronic resources for its members. In this case, these profiles should be managed in the Network Zone. Repeat the following steps for each campus/consortia member.

1) Prepare a logical set


If you have not previously defined a set to publish to BrowZine, the recommended parameters for defining this set are:
Electronic Titles where (Material Type equals “Journal” AND Tag Suppressed (Title) equals “No” AND Available for equals “LIBRARY NAME")


You can create this set by going here: Admin > Manage Jobs and Sets > Manage Sets and using the Filter option on the top left of the page. Once you've added the filters as shown above, click Search. On the search results page, click the "Save Query" button on the top right. Give your set a name and save it.

If you need additional assistance in defining a set, please refer to the Ex Libris Manage Search Queries and Sets documentation, under the "Create Itemized Sets" section.

2) Configure OAI Integration Profile


Open the Integration Profile panel by going to Configuration Menu > General > External Systems > Integration Profiles. Check to see if you have an "OAI Repository Definition" Integration Profile configured. Each Alma instance is only allowed one Integration Profile of this type, and it is required in order to create the OAI Publishing Profile.

If you already have an "OAI Repository Definition" Integration Profile configured, simply edit it to authorize the Third Iron IP. If you do NOT yet have an Integration Profile, you'll need to configure one by following the Setting Up OAI Integration documentation.

To add the IP:

a) On the Actions tab in the Integration Profile editing window, authorize the Third Iron IP via the “Allowed IPs” link. If you do not have this IP on hand, contact support@thirdiron.com, and request the “holdings server IP.”

b) To add the IP, click the "Allowed IPs" link and then click the "Add Row" link on the right side of the window. Use these settings:
  • IP Description = Third Iron IP
  • IP Version = IPV4
  • IP Match Criteria = enter the provided Third Iron holdings server IP
c) Click Add Row and then the Customize button on to confirm your changes.

d) Once you are back at the Integration Profile editing window, click the Save button on the top right.

3) Copy BrowZine publishing profile


a) Go to Alma menu > Resources > Publishing Profiles

b) Click on the Community tab

c) Search for “BrowZine”

d) Use the action “Copy”


4) Create a unique normalization rule per publishing profile


a) Go to the Metadata Editor (Resources > Cataloging > Open Metadata Editor).

b) Locate the “BrowZine” normalization rule (tip: use the filter/search box to filter for "BrowZine"). Click on it and select Duplicate.

c) Name the rule after the relevant campus/consortia library (for example – “BrowZine – Campus A”). You may wish to include the library name in the Description field as well.

TIP: Make a note of the Normalization Rule name you just created, as you will need that in the next step.



d) In the next window, ADD the following to the normalization rule before the "end"

(Replace “CAMPUS_A” with your relevant campus / consortia member institution code. The member institution code is the capitalized code, starting with the country code and the code of the consortia):

....

addSubField “ITM.x.Electronic” if (exists “ITM.b.Campus_A”)
removeSubField “ITM.b”
changeField “ITM” to “TMP” if (not exists “ITM.i.Print”)
removeField “TMP” if (not exists “TMP.x.Electronic”)
changeField “TMP” to “ITM”

.....

e) When you are done editing, Save your changes, using the Save and Test option if you desire.

5) Create a normalization process for this normalization rule

a) Go to Alma Configuration > Resources > Cataloging: Metadata Configuration

b) Click on MARC21 Bibliographic

c) Click on the Normalization Processes tab

d) Click the Add Process link
  • Give it a relevant name (“BrowZine Campus A” for example) and description. Click Next.
  • Add the “MarcDroolNormalization” task by checking the corresponding box and then clicking on the "Add and Close" button. Then click Next.
  • Drools File Key = the normalization rule you created in the previous step. Locate it by clicking in the box and then filtering for the rule by name. Once selected, click Save.

6) Configure the profile

Set the following parameters:

a) Profile Details tab:

  • Status = Active
  • Scheduling = Saturday morning option
  • Set Name = The set you just defined
  • Set Spec Name = Unique value per profile (For example, BrowZineCampusA)
    [Set Spec cannot contain any spaces]


b) Data Enrichment tab:
  • Correct the data using normalization rules = select the normalization process you just defined ("BrowZine Campus A")
  • INSTITUTION ZONE SETUPS: Electronic Inventory Enrichment section > Add Electronic Portfolio Information (check box) > Available for Campus subfield = b
  • NETWORK ZONE SETUPS: Electronic Inventory Enrichment section > Add Electronic Portfolio Information (check box) > Available for Institution subfield = b

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c) Click Save when done.


7) (OPTIONAL) Run the job manually to fasten the integration process

We recommend you manually run the publishing profile manually now. If you do not complete this step, we will not be able to test and finish the setup until the beginning of next week, as the publishing profile will not automatically run until Saturday as scheduled. The instructions to run the publishing profile manually may be found on the Ex Libris Publishing Profiles documentation page.

8) (REQUIRED) Register the publishing profile with Third Iron

Fill out the form available here: https://thirdiron.com/alma with the necessary information to register your publishing profile.

This form provides us with the necessary details to connect the publishing profile to your BrowZine account. Once we receive the form, we will complete testing on our end to ensure the profile is setup properly and yielding accurate results. Once testing is complete, we will activate the automated updates and send you a confirmation message. This process can take up to a week (especially in cases where the Set was not manually triggered in step 9 above).

Any questions? Check out our Publishing Profile FAQ, or contact us with your questions.

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