Alma Publishing Profile (Fully Automated, Single Institution)

Note: These instructions are for single institution ALMA systems only.  If your institution instead uses a Consortia or Multicampus version of ALMA, please see the instructions here.

The Publishing Profile method of updating holdings in Third Iron services including BrowZine and LibKey offers fully automated synchronization of holdings data.  This is the preferred method to deliver holdings data to us.

These instructions assume basic knowledge of Alma administration, such as logging in, setting content sets, and navigating the menus, and are provided as guidance.  If any of the instructions are unclear, feel free to contact us for help in setting up your publishing profile.  We are happy to assist!

Please also ensure you have configured your OAI integration profile in ALMA before attempting to setup a publishing profile.


We also need to confirm whether the presentation of dates in Primo is in ENGLISH. Specifically, we need to know whether the following pattern for describing different types of holdings dates are the default for English in Primo/Alma:
  • Available from 1997. Most recent 1 year(s) 6 month(s) not available.
  • Available from 2010 until 2015.
  • Available from 2013.
  • Available from 2013 volume: 23 issue: 1.
If the holdings dates used in Primo are not in English and/or do not match the format examples above, we may need to use an alternate delivery method. In that case, please contact us at support@thirdiron.com for more information.


Please follow these steps to setup the BrowZine Publishing Profile:

1) In Alma, find the Resource area in the header of the webpage.  Navigate to the Publishing Profiles menu by selecting Publishing > Publishing Profiles 

2) Switch to the Community tab and look for BROWZINE EXPORT.  Use the actions menu [...] to COPY* this publishing profile to your institution.

It's important that you copy the BROWZINE EXPORT profile, as this was specially developed to meet our unique data requirements. The data will only be shared with BrowZine and no other institution.

* To COPY a publishing profile, your user account must have one of the following roles:
  • Purchasing Operator
  • Purchasing Manager
  • Repository Administrator
  • Catalog Administrator
  • General System Administrator


3) Edit this newly copied publishing profile.  Most of the settings brought over from this community profile will work for most libraries but there are a few elements that require customization.  These are:

PUBLISHING PARAMETERS
- Publishing Parameters: This should be set to ACTIVE.
- Scheduling: Set to one of the Saturday morning options (such as "Every Saturday at 7 AM")
- Publishing Mode: Incremental (Optional: only set if this feature is available in your instance)



CONTENT
Set Name - Click to select.  Either select the Set you have previously created for BrowZine or create a new set which captures your electronic portfolios for publishing.  If you have not previously defined a set, the recommended parameters for defining this set are:
"Electronic Titles where (Material Type equals "Journal")"
For more information on creating Sets, please refer to our ALMA publishing profile FAQ.

Filter Records: Do not modify this.

PUBLISHING PROTOCOL 
OAI: Check box (if not already checked)
Set Spec: BrowZine
Set Name: BrowZine

Click *SAVE* at the top of the screen to save the changes you made.

4) Open ALMA Configuration to setup/locate OAI information.


5) Select General -> External Systems -> Integration Profiles

6) Choose "OAI_DEFINITION" and select the [...] button to EDIT.

- Make repository ACTIVE if not already so.

Make a note of the repository Base URL provided on this screen.  In my example above it is this:

https://eu01.alma.exlibrisgroup.com/view/oai/100InstitutionU/request

You will need this value to complete the form in step #8 below.

7) Click the “Allowed IPs” Link. You'll need to authorize the Third Iron holdings server IP, which may have been provided to you. If you do not have the IP, please contact support@thirdiron.com and request the "holdings server IP."

Enter the values as shown below and then click "Add Row" to save the IP.

IP Description: Third Iron IP
IP Version: IPv4
IP Match Criteria: <provided IP>


8) Optional: 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 run the publishing profile manually may be found here:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/075Publishing_Profiles

9) REQUIRED - IMPORTANT: 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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