Alma Publishing Profile (Fully Automated, Multicampus and Consortia)

Note: These instructions are for Consortia and Multicampus ALMA systems only, for institutions that use holdings from the NZ (Network Zone).

If you are an individual institution please follow the instructions here instead.

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

These instructions assume some basic knowledge of Alma administration - logging in, creating content sets, navigating the menus and so forth and are therefore meant as guidance. If any of the instructions are unclear feel free to contact us for help in setting this up and we would be happy to assist!

** IMPORTANT ** Consortia  ALMA systems must perform these instructions from within the Network Zone, not the Institution Zone in order for all holdings to be included.

1) Navigate to the Publishing Profiles menu in Alma by going into the Resources area in the header and then choosing: 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.  This step and most of the others will need to be repeated for as many sub-institutions/campuses, etc. as needed.  Each of these institutions will have a slightly different configuration as noted in the instructions below. 



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 which 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 the electronic portfolios of the specific institution appropriate to the publishing profile.  Below is an example where we are using the sample "Morris Campus" to instruct Alma to only include folios available at the "Morris Campus".

"Electronic Titles where All titles (Material Type equals "Journal") AND Available for equals "Morris Campus")"

Filter Records: Do not modify this.

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

You will want to create a UNIQUE Set Spec name for each Institution and change the default value (BrowZine) to the unique name.  Here I used the example MorrisCampus.  Leave Set Name to “BrowZine”.

4) Multicampus Only (Consortia Alma systems do not need this step and can skip to step #5): Click over to the Data Enrichment tab at the top of the screen.

Correct the data normalization rules to REMOVE all non-relevant campus information other than the campus that this profile is being built for.  Again, in this example I'll use "Morris" as an example:


Edit the "BROWZINE - EXPORT ONLY" normalization rule and add: 

addSubField "ITM.x.Electronic" if (exists "ITM.b.Morris")

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"

(Note again, that "Morris" here is an example - please edit as appropriate for your institution).

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

5) Open Alma Configuration to setup/locate OAI information.


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

7) 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.

8) Click the “Allowed IPs” Link. Contact support@thirdiron.com to get the appropriate IP address to add to this section.

9) 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

10) 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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