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 follow these steps:
1) In Alma, find the Resource area in the header of the webpage.  Naviage 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.



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 All titles (Material Type equals "Journal")"
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.  Contact support@thirdiron.com to get the appropriate IP address to add to this section.

8) Optional: Trigger the holdings Set to process manually now. (This would be the same Set that you added under the Content section in step 3 above.) If you do not complete this step, we will not be able to test and finish the setup until the beginning of next week, due to the scheduled job running on Saturdays. The instructions for triggering the process manually may be found here:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Running_Manual_Jobs_on_Defined_Sets

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?  Contact us!  support@thirdiron.com


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