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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Hi Heidi,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Thanks for the clarification. Pending correction from IT, I think we will continue to load patron records through OPAL as we have in the past.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Regarding authentication, will we be able to use the name / barcode method for the catalog? (It sounds like off campus access to resources will continue along those lines.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Dave<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">David R. Powell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Assistant Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Methodist Theological School in Ohio<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">3081 Columbus Pike<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Delaware, Ohio 43015<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">(740) 362-3438<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none">From:</span></b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"> opal_migration_leads <opal_migration_leads-bounces@opal-libraries.org>
<b>On Behalf Of </b>Heidi Beke-Harrigan via opal_migration_leads<br>
<b>Sent:</b> Tuesday, May 28, 2024 1:58 PM<br>
<b>To:</b> opal_migration_leads@opal-libraries.org<br>
<b>Cc:</b> Heidi Beke-Harrigan <heidib@ohionet.org><br>
<b>Subject:</b> [opal_migration_leads] Guidance Regarding Alma IT Integrations for Patron Load & Authentication<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Hello,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">There have been several questions about Friday’s email from Theda at OhioLINK about Alma IT Integrations for Patron Load & Authentication. These are two related, but separate processes. We’re
sharing some additional context below to clarify what this means for OPAL libraries and to help guide conversations with your IT departments. The Alma Library Mobile App is a separate configuration that will take place after the Go-Live date next summer.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none">1. Patron loads & updates from your campus Student Information System (SIS) to Alma<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">SIS load stands for Student Information System and is Ex Libris’ term for what we currently call patron loads (a data file from your campus systems that we at OhioNet load into Sierra to create
or update your patron records). These are referred to as “External Records” in the Alma user management documentation. Using SIS load is entirely optional. You will want to review the documentation and consult with your IT department and other stakeholders
to determine if it makes sense for your situation. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">The other option is to manually create user records in Alma (what they refer to as “Internal” patron records). If you only need to manage a small number of patron records or already use this
approach, it continues to be available. Internal users are then authenticated using an email-based login.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><u><span style="font-family:"Calibri",sans-serif">If you want to use SIS load:<o:p></o:p></span></u></i></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Your IT department may configure the process to load and update user/patron information from your institution’s campus system into Alma using an XML file as outlined in the OhioLINK/Ex
Libris documentation and timeline of tasks. Choose this option if your institution would like to directly manage the loads or anticipates frequent changes in patron data parameters.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">OR we can continue to load the patron data you or your IT already submit on a regular basis. That means we will take care of translating it from its current format into the Ex Libris
XML format, map any values from the Sierra values to their Alma counterparts, and configure Alma to load the data. You will need to let us know if there are any changes to your patron load profiles.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">If you do not currently submit patron data but would like to use SIS load with Alma, you can also work with us directly to establish an automated process to extract delimited text
files from your campus system and make them available by SFTP.<o:p></o:p></li></ul>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif">2. The process to authenticate users/patrons to the Alma system.<o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6">Authentication is how users sign into Alma and Primo to access their library account, place requests for library material, or access electronic resources. Alma integrates with several
federated authentication options, including LDAP and single sign on protocols (SSO) such as SAML, CAS, and OpenID Connect. IT departments will be able to configure
<span style="mso-ligatures:none">authentication of patrons in Alma and Primo according to your campus authentication process.
<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6">Patron records maintained manually are authenticated using email-based logins and passwords, which are stored in the Ex Libris Identity Service.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6">Off-campus access to resources will continue to be authenticated using the proxy. If your campus user/patron authentication process changes let us know so that we can review your proxy
configuration and make any necessary adjustments.<o:p></o:p></li></ul>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Hopefully, this clarifies the variety of available options to meet your needs and the opportunity to choose what will work best for your campus. If you or your IT team have any questions, please
reach out to us. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Heidi<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#21C7E4">Heidi Beke-Harrigan, MLS, CPL<br>
</span></b><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Library Operations Analyst<br>
<span style="color:#1A214D">OhioNet | Suite 275 | 570 Polaris Parkway<br>
Westerville, Ohio 43082<br>
p: (614) 484-1068 | </span></span><a href="https://www.ohionet.org/"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:blue">https://www.ohionet.org</span></a><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#1A214D"><br>
(she/her/hers)</span><o:p></o:p></p>
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<p class="MsoNormal"><a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature"><span style="color:blue;mso-ligatures:none;text-decoration:none"><img border="0" width="20" height="20" style="width:.2083in;height:.2083in" id="_x0000_i1025" src="https://res-h3.public.cdn.office.net/assets/bookwithme/misc/CalendarPerson20px.png"></span></a><o:p></o:p></p>
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<a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature"><span style="color:#0078D4;text-decoration:none">Book time to meet with me</span></a><span style="font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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