Skip to main content
ExLibris
ExLibris Dev

Alma-Summon Integration

Download PDF of Page

Overview

The integration of Summon and Alma allows users to search a single index that includes a central index (approximately two billion records), your local data defined in Alma, and any non-Alma institutional repositories and LibGuides that were previously set up when the library administered Summon through the Client Center or Intota. The following figure shows the discovery flow between Summon and Alma.
SoA_DiscoveryFlow4.png
Alma-Summon Integration Discovery Flow
On the Summon side, the following functionality is supported:
  • Users can perform a search in Summon and access a local Alma record's services (such as View It and Get It), which are provided by the Services page in Alma.
  • Harvesting of local Alma bibliographic records (physical, electronic, and digital) and electronic holdings.
  • The ability to search non-Alma institutional repositories and LibGuides, which are identified by a database ID. Because these repositories are defined as local electronic collections in Alma, services for these records are provided by the Services page as well.
  • Publisher resources that utilize IEDL (Index-Enhanced Direct Linking) will link directly to the content provider from Summon results. Otherwise, the record's services will come from the Services page, which utilizes Alma's link resolver.
  • A hyperlink is provided in Summon to access Journal Search, which is provided by Alma.
  • A hyperlink is provided in Summon to access users' library cards, which are managed by Alma.
On the Alma side, the following functionality is supported:
  • The Services page allows users to access services for a local record in Alma. For example, these services may allow users to request physical items from the library or view full text for a journal. For more information, see the following sections: Configuring the Services Page, Modifying Labels on the Services Page, Configuring Requests Forms, and Branding the Services Page.
  • Authentication allows users to access services that are provided by the library. For more information, see Configuring Alma User Authentication.
  • The Journal Search is managed by Alma.
  • The Library Card allows users to track requests, fines and fees, and current loans. For more information, see Modifying Labels on Library Cards.
  • Publish bibliographic records and electronic holdings to update Summon's search index.
  • The support of non-Alma institutional repositories and LibGuides. These databases must be defined as local electronic collections in Alma and include an associated database ID, which is defined in Summon. For more information on configuring local electronic collections, see Adding New Institutional Repositories and LibGuides.
  • The Alma Link Resolver replaces functionality that 360 Link previously provided.

Alma Configuration

Publishing Records to Summon

Before any searches can be performed in Summon, the bibliographic records and subscription information for electronic records must be published from Alma to Summon. The following jobs are run regularly in Alma to keep this information up to date:

Publishing Bibliographic Records

To configure publishing to Summon, you must have one of the following roles:
  • Catalog Administrator
  • Repository Administrator
  • General System Administrator
The Alma publishing process is run after the bibliographic and holdings data has been populated in Alma. Alma exports the full set of records the first time and then exports the changed records daily. After Alma exports the records, Summon harvests and indexes the exported records to be searched and viewed by end users with Summon.
The publishing profile allows you to configure the settings used to publish the records to Summon.
To publish Alma records to Summon:
  1. During the creation of the Summon Profile, an SFTP account is created for you. Professional Services will configure the SFTP connection to allow information to be harvested in Summon (for more details, see Configuring S/FTP Connections).
    • To configure and test a new SFTP connection, a user name and password is required.
    • A subdirectory should not be specified in the configuration of the SFTP connection. It cannot be located elsewhere on the file system.
    • Port 2022 should be specified in the configuration of the SFTP connection.
  2. On the Resource Management Configuration page (Resource Management > Resource Configuration > Configuration Menu), click Publishing Profiles under Record Export. The Publishing Profile page opens.
    PublishingProfiles_Summon.png
    Publishing Profiles Page
  3. In the row that contains the Publish bibliographic records to Summon profile, select Actions > Edit.
    The Publishing Profile Details page appears.
    Publish_BibToSummon.png
    Publishing Profile Details Page
  4. Configure the Publishing Profile Details page parameters as described in the table below:
    Parameter Description
    Profile Details section:
    Profile Name and Description
    Update these fields as required.
    Run full publishing
    If this option is selected, the system publishes all records, replacing previously published data. If this option is not selected, the system publishes records that have changed since the last time they were published. This includes bibliographic records that were added, updated, deleted, and linked to inventory records that changed.
    Full publishing publishes only non-deleted records. You must also make sure that old records that have been deleted/suppressed from Alma are treated as expected.
    Scheduling
    From the drop-down list, select one of the scheduling options that are preconfigured by Ex Libris staff.
    If you select Not scheduled, the export job will run only when you manually run it (select Actions > Run for the profile from the Publishing Profiles page).
    Email Notifications
    Opens the Email Notifications for Scheduled Jobs page, which allows you to specify which users and email addresses will receive email notifications when the publishing profile has completed. You will have the option to choose whether to send the notifications for successful jobs and/or jobs that contain errors.
    Status
    Select Active.
    Submission Format section:
    FTP configuration
    By default, the publishing process places the exported files in a directory that Summon uses to harvests the files. This field specifies a predefined profile that contains the FTP information. If the transfer fails, the system includes a link to the published files in the publishing report.
    The directory must be configured in advance because Alma cannot create it.
    From the drop-down list, select the name of the S/FTP connection that you previously defined.
    Sub-directory
    The subdirectory in which the exported files are placed. For Full publishing, no subdirectory is required. For updates, specify updates.
    Content Options section:
    Electronic, Physical, and Digital
    Select the check box next to the type of records that you want to publish.
    To enable digital full-text publishing, contact Ex Libris Support.
    Physical Inventory Enrichment section:
    Quick Add area
    The following fields in the Quick Add area allow you to map holdings tags/subfields from the holdings record to tags/subfields in the published bibliographic record: Holding Tag, Holding Subfield, Bib Tag, and Bib Subfield.
    After you have entered the above mapping data, click Add to add the new mapping to the list.
  5. Click Save. The modified publishing profile appears activated on the Publishing Profiles page. Data that meets the defined criteria is exported to the specified FTP location when the profile is run (either manually or according to the selected schedule).
    The Publishing bibliographic records to Summon job publishes up to 1000 relations per bibliographic record.
    For information on monitoring a publishing export job, see Viewing Running Jobs. For information on the job report, see Viewing Completed Jobs
    Because job monitoring can report a successful completion even when the FTP has failed, it is important to check the job report for errors.

Publishing Electronic Holdings

To configure publishing to Summon, you must have one of the following roles:
  • Catalog Administrator
  • Repository Administrator
  • General System Administrator
Alma publishes the activation status of electronic holdings (all unsuppressed holdings) to Summon in the files, which Summon then uses to determine the full text availability of electronic holdings for each institution.
To publish electronic holdings to Summon, you must configure and run a publishing profile in Alma. The publishing profile allows you to configure the settings used to generate the electronic holdings file that Summon uses to update the status indicators. This process should be run weekly to make sure that the holdings information is accurate.
To configure the publishing profile for Summon publishing:
  1. Open the Publishing Profiles page in Alma (Resource Management > Resource Configuration > Configuration Menu > Record Export > Publishing Profiles)
    PublishingProfiles_Summon.png
    Publishing Profiles Page.
  2. In the row that contains the Publish electronic records to Summon profile, select Actions > Edit.
    The Publishing Profile Details page opens.
    PublishElecToSummon.png
    Publishing Profile Details Page (Standard Configuration)
  3. Configure the items on the Publishing Profile Details page parameters as described in the table below:
    Parameter Description
    Profile Details section:
    Profile Name and Description
    Update these fields as required.
    Scheduling
    From the drop-down list, select one of the scheduling options that are preconfigured by Ex Libris staff.
    If you select Not scheduled, the export job will run only when you manually run it (select Actions > Run for the profile from the Publishing Profiles page).
    Email Notifications
    Opens the Email Notifications for Scheduled Jobs page, which allows you to specify which users and email addresses will receive email notifications when the publishing profile has completed. You will have the option to choose whether to send the notifications for successful jobs and/or jobs that contain errors.
    Status
    Select Active.
    Submission Format section:
    FTP configuration
    By default, the publishing process places the exported files in a directory that Summon uses to harvests the files. This field specifies a predefined profile that contains the FTP information. If the transfer fails, the system includes a link to the published files in the publishing report.
    The directory must be configured in advance because Alma cannot create it.
    From the drop-down list, select the name of the S/FTP connection that you previously defined.
    Sub-directory
    The subdirectory in which the exported files are placed.
    Global parameters:  (The parameters in this section are published to Summon daily. It is not related to the Electronic publishing process, but it appears with the electronic publishing options in Alma .)
    Summon name
    The unique name used in the URL of your Summon instance. Saving the Summon name field triggers creation of the Summon profile. 
    Proxy selected
    Select the type of proxy server that you are using. Alma supports the following types: EZProxy, LIBProxy, OpenAthens, and WAM.
    Catalog name
    Enter the display name for the library catalog. The name will display in the source field in the Summon results record.
    Catalog URL
    The catalog name displayed in the Summon record can be hyperlinked to a relevant URL—for example, to the library website.
    Publish library location
    Specify the level at which location information (which may appear in Summon facets, for example) is displayed to users:
    • Library – Informs Summon to display only the library (for example, Main Library).
    • Both Library and Location – Informs Summon to display both the library and location (for example, Main Library Reference Desk).
    • Location – Informs Summon to display only the library's location (for example, Reference Desk).
    • None – Informs Summon not to display library and location information.
    Add IP range (begins and ends)
    Some content providers limit searches to requests from authorized IP ranges. Enter the institutional IP ranges to ensure that content from these providers is not excluded from Summon search results.
    If a patron is accessing Summon from outside the library, and is not using a proxy, content from providers who require IP authentication are excluded from search results. If the patron is at a workstation in the library and the library's IPs are registered with Summon, the patron will also see search results for providers who require IP authentication.
  4. Click Save to save the changes to the export publishing profile.

Configuring Alma User Authentication

The User Authentication page (Discovery > Authentication > User Authentication) allows you to define the help links and labels that display on the sign-on page for Alma.
AuthLoginPage.png
Single Login Page

Defining the Help Links

You can define up to four help links on the Profiles tab of the User Authentication page. For each help link, you can specify a label and a URL for the help page.
To define a help link:
  1. Open the User Authentication page (Discovery > Authentication > User Authentication).
  2. Select the Profiles tab (which is the default tab).
    UsrAuth_Profiles.png
    Profiles Tab
  3. Click Edit next to the login link for which you want to add a help page.
    UsrAuth_ProfilesEdit.png
    Define Help Link Page
  4. Specify the label and URL for the help page.
  5. Click Save.

Defining the Labels

The Labels tab allows you to configure various labels on the Alma Sign-on page and parallel login page (which allows users to select the appropriate type of authentication).
To configure the labels:
  1. Open the User Authentication page (Discovery > Authentication > User Authentication).
  2. Select the Labels tab.
    UsrAuth_Labels.png
    Labels Tab
  3. Use the following table to configure the fields associated with each label:
    Alma Sign-On Page Labels
    Field Description
    login.login
    The label for the Login button.
    login.cancel
    The label for the Cancel button.
    login.password
    The label for the Password field.
    parallel.login.link1
    The label for login link 1 if parallel authentication methods exist.
    parallel.login.link2
    The label for login link 2 if parallel authentication methods exist.
    login.error.message
    The error message that display when users are unable to sign in.
    login.title
    The label for the title of the sign-in page.
    login.userid
    The label for the User ID field.
    login.dual.title
    The label for the title of the parallel login page.
    parallel.login.description1
    The label for description field 1 on the parallel login page.
    parallel.login.description2
    The label for description field 2 on the parallel login page.
  4. Click Save.

Configuring the Services Page

The Services page allows users to select services for a particular record, which may be discovered through Summon or a third-party search engine such as Google Scholar.
ServicesPage_ViewIt3.png
Example Services Page With View It Services
In order for third-party sources to display Alma services, you must instruct the sources to send a base URL in the following format to Alma:
https://<Alma_domain>/discovery/openurl?institution=<Alma_institution_code>/<SP_view_code>
Where the base URL includes the following elements:
  • Alma_domain – Specify the domain for your Alma's server.
  • Alma_institution_code – Specify the institution code defined in Alma.
  • SP_view_code – Specify the view name of your Service page's view ID.
For example:
https://na01.alma.exlibrisgroup.com/discovery/openurl?institution=01MyInst&vid=01MyInst:Services
To add the Services page view:
  1. On the Views List page (Discovery > Display Configuration > Configure Views), click Add to open the View Configuration page.
    ViewConfigNew.png
    View Configuration Page
  2. Specify the following fields on the View Configuration Page:
    View Configuration for Summon
    Field Description
    Code Enter Services. After saving the view, the system will automatically prefix the code with the institution code.
    Name Enter Services.
    Default Language Select the default language that the system will use for the Services page.
    Sort FRBR Versions List by Select Date or Name to indicate how the system should sort lists of FRBR versions.
    Time-out URL Specify the redirection URL for the Services page after a timeout.
  3. Click Save and continue to save your changes and configure the other tabs on the View Configuration page.
  4. Configure the Brief Record Display tab:
    Brief_Record_DisplayTab.png
    Brief Record Display Tab
    1. If you have not already done so, click Customize in the Display Fields section to allow you to edit the field information that appears at the top of the Services page.
      BRD_DisplayFieldsCustomization.png
      Display Fields Section
    2. When customization is enabled in the Display Fields section, you can perform the following operations:
      • Change the order of the enabled fields by clicking the up/down arrows in each row.
        BRD_DisplayFieldsEdit_OrderCurrent.png
        Order Display Fields
      • Change the order of fields displayed in a single row by clicking Edit and then clicking the up and down arrows.
        BRD_DisplayFieldsEdit_OrderRow.png
        Order Fields in a Row
      • Delete a field from a row by clicking Edit and then clicking Delete in the field's row.
        BRD_DisplayFieldsEdit_DeleteField.png
        Delete Field from a Row
        The system displays up to four rows. If all of the fields are deleted from a row, the system will retain a blank row to allow you to add fields to it.
      • Add a field to a row by clicking Edit, clicking Add, selecting a field, and then clicking Add.
        BRD_DisplayFieldsEdit_AddField.png
        Add Field to a Row
      • Edit a row's delimiter by clicking Edit, clicking Edit Delimiter, specifying a delimiter, and clicking Save.
        BRD_DisplayFieldsEdit_EditDelim.png
        Edit a Row's Delimiter
      • Restore all fields to the out-of-the-box settings by clicking Restore.
        BRD_DisplayFieldsRestore.png
        Restore Default Configuration
    3. If you have not already done so, click Customize in the Services section to allow you to edit this section. The actions (such as Send To) that you activate in this section will be enabled on the Services page.
      BRD_ServicesCustomization.png
      Services Section
    4. When customization is enabled in the Services section, you can perform the following operations:
      • Change the order of the enabled actions by clicking the down arrows.
        BRD_Services_OrderService.png
        Change Service Order
      • Enable a service by clicking an action's check mark under the Active column.
        BRD_Services_EnableService.png
        Enable a Service
      • Restore the out-of-the-box settings for the actions by clicking Restore.
        BRD_ServicesRestore.png
        Restore Default Configuration
  5. Perform general configuration settings on the Full Record Services tab:
    Full_Record_ServicesTab.png
    Full Record Services Tab
    1. If you have not already done so, click Customize in the Actions section to allow you to edit the various service sections that appear on the Services page. The following services are supported in Alma-Summon environments:
      • getit_link1 – This code enables the View It, Get It, and How to Get It sections on the Services page. These sections allow users to view online materials, request physical items in the library or partner libraries, or get materials from other sources. The How to Get It section displays only general electronic services that are delivery-related (such as an ILL service), and appears when the record has no holdings. For more details, see Adding a Delivery-Related General Electronic Service.
      • links – This code enables the Links section on the Services page. The Links section displays all general electronic services that are not delivery-related. For more information, see Adding a General Electronic Service.
      • searchWithinJournal – This code enables the Search for articles within a journal section. This section displays in the Journal Search and on the Services page when the record has an ISSN, and it lets users search the Summon index for that specific journal by adding the ISSN to the query. 
      • details – This code enables the Details section only for records in your local catalog. It allows you to display the same fields that you can include in the brief records display, but it is meant to include additional information, which can be displayed on more than three rows. Click Configure to customize the display fields.
      FRS_ActionsCustomize.png
      Actions Section
    2. When customization is enabled in the Actions section, you can perform the following operations:
      • Change the order of the service sections by clicking the up and down arrows.
        FRS_ActionsOrderServices.png
        Order Service Sections
      • Enable a service section by clicking the service's check mark under the Active column.
        FRS_ActionsEnableServices.png
        Enable a Service Section
      • Restore the out-of-the-box settings for the Actions section by clicking Restore.
        FRS_ActionsRestore.png
        Restore Default Configuration
  6. If you want to customize the look of the Services page, see Branding the Services Page.

Modifying Labels on the Services, Journal Search, Request Forms, and My Library Card Pages

The labels that display on the Services, Journal Search, and My Library Card pages are configured with various code tables under the Discovery subsystem (such as Full Display Labels code table). The values that display to end users are configured with the Description field. The following table lists the code tables that are relevant to Alma-Summon environments:
To modify a label:
  1. On the Discovery subsystem page (Discovery > Display Configuration > Labels), select Actions > Customize next to the code table that you want to edit.
    DiscoveryMappingTables_1.png
    Discovery Code Tables - Partial List
    The following table lists which code tables are relevant to Alma-Summon customers:
    Code Table Notes
    Aria Labels (partial) Services Page
    Calculated Availability Text Labels Services Page
    Citation Labels Services Page - Actions
    Digitization Labels Services page - Digitization request
    End User Deposit Labels My Account
    Error Messages Labels (partial) Error messages displayed on various pages
    Fines List Labels My Account
    Get it service labels Services Page
    Getit Tile Labels (partial) Get It service
    GetIT! Tab1 Labels (some not used) Services Page - service labels
    Icon Codes Labels Services Page - resource types
    Interface Language Labels For UI Languages (if UI is available in several languages)
    Journal Search Labels Journal Search
    Keeping This Item Tile Labels Services Page - Action labels
    Library card Labels My Account
    Links and General Electronic Services Labels Services Page - Links service
    Loans List Labels My Account
    Locations Tab Labels Services Page
    My preferences Tile Labels (partial) My Account- Personal Details
    Personal Settings Labels My Account
    Purchase Request Labels Services Page - Purchase Request
    Request Labels Services Page - Requests
    Request options Labels Services Page- Requests
    Request Tab Messages Labels Services Page - Requests
    Requests List Labels My Account
    Resource Sharing Labels Services Page - Resource Sharing Request
    Send Email and Sms Labels (partial) Services Page - Email action
    User Login Labels Sign-in
    User Space Menu Labels My Account
    User Tile Labels (partial) My Account
    View Labels Labels defined in the View configuration are stored in this code table.
    ViewIt Labels Services Page - View It
    Subsequent changes to a table, require you to select Actions > Edit instead of Actions > Customize.
  2. For each code that you want to modify, update the Description column to change the display label.
  3. When customizing a table for the first time, click Customize to save your changes and return to the Discovery subsystem page. After an initial customization, you will need to click Save to apply your changes.

Configuring Requests Forms

Alma allows users to fill out various request forms so that they can provide additional information when requesting an item with the Services page. The following table lists the mapping tables that allow you to customize the various request forms:
Request Configuration Mapping Tables
Link in Alma Request Form
Digitization Request Digitization Optional Parameters (see Configuring a Request Form) – This mapping table defines the optional fields that appear in digitization requests.
Hold and Booking Request Request (Hold and Booking) Optional Parameters (see Configuring a Request Form) – This mapping table defines the optional fields that appear in hold and booking requests.
Purchase Request Purchase Request Optional Parameters (see Configuring a Request Form) – This mapping table defines the optional fields that appear in digitization requests.
Resource Sharing Request
Resource Sharing Form Customization (see Configuring the Resource Sharing Request Form) – This page contains the following sections, which allow you to configure various aspects of the Resource Sharing Request form:
  • Resource sharing request fields – This section configures the general fields, which apply to book and article requests. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate.
  • Book request – This section configures the fields associated with book requests. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate.
  • Article request – This section configures the fields associated with article requests. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate.
  • Delivery fields – This section configures the fields associated with the delivery of the book or article. This section allows you to specify the order of fields, show/hide fields, and indicate which fields users must populate. In addition, some of the fields allow you to specify a default, which may be useful when hiding a field.
    The Copyrights field enables the Copyrights dialog box that appears after a user submits a resource sharing request. The following mapping codes are associated with the labels in the Copyrights dialog box: AlmaResourceSharing.copyright.title, AlmaResourceSharing.copyright.message, AlmaResourceSharing.cancel, and AlmaResource.agree.
The Resource Sharing Labels code table (see Modifying Labels on Request Forms) allows you to modify the labels that display on the Resource Sharing Request form and the Copyrights dialog box.
For requests other than resource sharing requests, you can decide which fields to display to the end users and also provide a default value for each field.
To configure a request form other than the Resource Sharing Request form:
  1. Click the following links listed under Discovery > Request Configuration >: Digitization Requests, Hold and Booking Request, or Purchase Request.
  2. Click Customize to allow the form to be customized. You only need to do this the first time.
  3. In the Display to Public column, select Yes (viewable to users) or No (not viewable to users) for each field.
  4. In the Default column, specify a default value for the field if necessary. An empty field indicates that there is no default value for the field.
  5. Click Save to save your changes to the mapping table.
For resource sharing requests, you can decide which fields to display to the end users, indicate whether a field is required, and also provide a default value for some fields.
To configure the Resource Sharing Request form:
  1. Edit the Resource Sharing Request Form (Discovery > Request Configuration > Resource Sharing Request).
  2. Click Customize to allow the form to be customized. You only need to do this the first time.
  3. Select the Mandatory check box if the user must specify this field in the form.
  4. Select the Visible check box if you want this field to appear on the form.
  5. In the Default column, specify a default value for the field if necessary. An empty field indicates that there is no default value for the field.
  6. Click Save to save your changes to the mapping table.

Branding the Services Page

The look of the Services page is configured with the Customization Package Manager, which allows you to modify the css\custom1.css and js\custom.js files and any related image files under the img folder.
To customize the look of the Services page:
  1. On the Views List page (Discovery > Display Configuration > Configure Views), click Actions > Edit in the row containing the view for your Services page.
  2. Click the Manage Customization Package tab.
    Manage_Customization_PackageTab.png
    Manage Customization Package Manager Tab
  3. Click Download to download the customization package. If this is the first time, a template file is downloaded.
  4. Unzip the package and edit the css\custom1.css and js\custom.js files as needed.
  5. Make sure that the root directory for the package uses the <institution ID>-Services format—for example, 01ABC_INST-Services.
  6. Zip the package.
  7. Specify the name of the zipped package and click Upload.

Adding a Delivery-Related General Electronic Service

In addition to services found in your own collection (such as full text, requests, and so forth), Alma enables you to define general HTTP services (such as searches in ProQuest dissertations and Amazon.com, Ask a Librarian, and so forth) to present to patrons in the View It, Get It, and How to Get It sections on the Services page. Services that allow users to access or purchase the materials are considered delivery-related and will appear in the View It, Get It, and How to Get It sections on the Services page.
Services that are not delivery-related appear as links under the Links section on the Services page.
To configure a delivery-related general electronic service in Alma:
  1. On the General Electronic Services page (Fulfillment > Fulfillment Configuration > Configuration Menu > Discovery Interface Display Logic > General Electronic Services), click Add Service. The Add Service dialog box appears.
    Add_GES_Delivery_Related.png
    Add Service Dialog Box
  2. Enter the service information (see Adding a General Electronic Service) and include the following fields:
    • Is this a Document Delivery/ILL Service – Select Yes to indicate that this service provides access to the resource.
    • Display Location – Select which section or sections that the delivery links will appear on the Services page. The following options are permitted: Getit, Viewit, Getit & viewit, How To Getit, None.
      Regardless of this setting, the links always appear in the How to Get It section of the Services page.
  3. Click Add and Close.
  4. On the General Electronic Services Page, click Actions > Edit to configure additional service details for your new service. For more details, see Adding a General Electronic Service.
  5. Click Save.

Summon Configuration

When moving from the Client Center or Intota to Alma, there are a few items to note regarding the Summon user interface and collection data uploads.

Summon User Interface

All of your library's existing configuration and customization in the Summon Administration Console will continue to apply to your Alma-Summon instance.
While a Summon library progresses through its Alma implementation, the library has two Summon Administration Console profiles:
  • The profile accessible via the Client Center or Intota: Until you go live with Alma-Summon, these settings and customizations continue to be reflected in the Summon instance you are providing to end users.
  • The profile accessible via Alma: These settings and customizations affect your Alma-Summon instance only; changes do no impact your live Summon instance.
Access your Alma-Summon administration console profile from the below Discovery menu in Alma; Alma users are automatically logged in.
AlmaDiscoveryMenu_SummonAdminConsole.png
Discovery Menu in Alma
An Alma library's Summon user interface provides additional links in the top right-hand corner of Summon.
These three links are detailed below. Alma-Summon automatically configures these links for your library:
  • ILL – A Resource Sharing Request form can be used to request items from other institutions. For more information, see Configuring the Resource Sharing Request Form.
  • Journal Search – Your library's e-journal holdings in Alma are searchable via Summon's Journal Search. This feature is similar to the A-Z List link that was available to users when your library maintained its holdings in the Client Center or Intota. 
    Journal Search currently provides access to e-journal titles; e-book titles are currently not searchable.
  • My Account– The My Account page in Summon displays the end user's Library Card information in Alma, such as loans and requests.   

Collection Data Uploads and Timeframes for Availability in Summon

Updated Alma holdings and local collections (for example institutional repositories) will be indexed in Summon through the Summon Index process and timeframe your library relied on prior to moving to Alma.

Adding New Institutional Repositories and LibGuides

As an Alma user, you can load into Summon a brand new Institutional Repository (IR) or LibGuide by following the below steps.
  • In advance of loading a new LibGuide into Summon, we recommend viewing the Metadata Suggestions for your Guides section of Summon: Search and Display of LibGuides.
  • If you are an Alma Digital user,  records for the new digital content will be included in your existing bibliographic record upload to Summon.  See the Publishing Bibliographic Records section above to make sure the Content Options section of the Publishing Profile Details Page has the Digital  checkbox selected.  You do not need to complete any of the steps detailed below. 
To add a new IR or LibGuide: 
  1. From the Discovery menu in Alma, select Summon Admin Console and then click on Content Ingestion at the top of the administration console.
    AlmaDiscoveryMenu_SummonAdminConsole.png
    Alma Discovery Menu
  2. Select either Institutional Repository or LibGuides from the Content Ingestion menu at the top of the page:
    SE_Content_Ingestion.png
    Content Ingestion Menu
  3. Complete the appropriate form:
    • Add Institutional Repository form:
      1. Repository Type: Enter dspace, ContentDM, locally developed or whatever the appropriate type is.  The Type does not display in the Summon user interface.
      2. Public URL
      3. OAI-PMH Access Point URL
      4. Allow access to patrons outside your institution: Select Yes if repository should be publicly accessible to all Summon customers; select No if access should be limited to your institution's patrons.
      5. Does IR contain any full-text records?: Select No if the repository only contains abstracts/citations.
      6. Full Text Flagging Method: If you selected Yes, the IR contains full-text records, how are the full-text records identifiable so that Summon can include these records when a user limits to full-text?
        • For example, maybe all dissertations in the IR are full text, or maybe all records with a format of application/pdf are full text.  Enter whatever way we can identify the full-text records.
      7.  Display name for library locations facet (Optional): Some libraries find that the Library Location facet assists users in accessing IR content. Note that one Library Location per IR is our standard practice.
      8. Description of Content: For example, "Images, texts and audio/video from ECU's diverse collections."  Maximum length 100 characters.
      9.  Click Save.
    • Add LibGuides form:
      1. LibGuides URL
      2. LibGuides Name
      3. Expected Record Count
      4. Click Save.
  4. The Status displayed at the bottom of either the institutional repository or LibGuide form will change from New Request to In Process, and our Content team will begin working on configuring your collection for uploading to the Summon Index.
  5. In Alma, use the Electronic Collection Editor page (Resource Management > Inventory > Add Local Electronic Collection)  to create a local electronic collection for your new Institutional Repository or LibGuide:
    • Provider package code (DB id): Currently the ID is available only through our Support Team.  Please use the Ex Libris Support Portal(accessible from the More Sites drop-down menu above) to request the ID.  In your request, please include the URL of the IR or LibGuide you are inquiring about.
    • For more information about the Electronic Collection Editor page, see Adding a Local Electronic Collection in Alma.
      ElectronicCollectionEditorDBid.png
      Electronic Collection Editor Page
  6. Once our Content Team has completed its work and the new IR or LibGuide is available in the Summon index, the status field at the bottom of the form in the Summon administration console will display as “Live in Summon."  It will take approximately three to six weeks for the content to be processed and appear in Summon.
    • Once the content is live in Summon, one way to quickly view all of the IR records in Summon is by doing a Summon search on the Provider Package Code (DB ID) that you entered into the Electronic Collection Editor in Alma.
      • Use the Summon search syntax DBID:<DBID for the IR>.  For example, if the DBID is 01MyLibrary_ir_01, use the Summon search syntax DBID:01MyLibrary_ir_01.  
    • For additional IR details such as how to maintain the content in Summon if the repository does not support the OAI-PMH protocol, see Summon: Including Your Library's Institutional Repository.
    • To contact our Support Team, use the Ex Libris Support Portal(accessible from the More Sites drop-down menu above).  Please include the URL of the IR or LibGuide you are inquiring about.