1. Alma – OASIS Real-Time Acquisition Integration Overview
2017 update

2. Overview 1 2 3 Feature Launched Background Audience
Alma Real-Time Acquisition (RTA) integration with OASIS platform
via API
Prior to 2016, Order information from OASIS to Alma was sent via EDI ordering and FTP workflows.
An integration via API is the next level of integration.
Accounts that currently use both OASIS and Alma.
Prior to 2016, Order information from OASIS to Alma was sent via EDI ordering and FTP workflows.

3. Available Order Types From OASIS
Print and eBook orders
eBook orders from all eBook platforms available in OASIS
For order placed via any acquisition model
Firm orders
Book selection or approval plans
New title notifications or slip plans
The Integration covers real time ordering; invoices are delivered via EDI

4. Increased workflow efficiency
Benefits
Faster, real-time insertion of order data into Alma
Data transfer takes place at the same time the order is placed in OASIS, creating order records that allow library staff to see what is on order. Faster discovery of order records in Alma supports early order mediation and avoids order duplication
Streamlines book workflows
API allows order information to flow from OASIS to Alma without the need to use a (slower) FTP data transfer method
Saves staff time
Through the automated transfer of information. Library staff does not need to perform additional steps to integrate order information into their library management system
Ensure data accuracy
Avoid order duplication and human errors
Increased workflow efficiency
OASIS Alma API Integration is provided to libraries at no additional cost

5. Demo Short Demo: Click Here Narrated Demo: Click Here
Forward the presentation for screenshots demo

6. Creating a new order via OASIS
Login to the OASIS Platform

7. Creating a new order via OASIS
In the “Search All Titles” tab search for what you want to order

8. Creating a new order via OASIS
Note that we are ordering ISBN and it does not yet exist in Alma
This is Alma and we see that ISBN is not (currently) in the Alma repository

9. Creating a new order via OASIS
From results in OASIS click “Action > Order Info”

10. Creating a new order via OASIS
Choose Library, Fund and Quantity
Library in Alma
Fund code in Alma
If desired save this information as a temple for the future

11. Creating a new order via OASIS
Mark the record for ordering

12. Creating a new order via OASIS
Note the link for “Order Info”

13. Creating a new order via OASIS
Repeat for however many records you would like to order, then click “Process List > Checkout orders > Create Firm Orders > Process”

14. Behind the scenes:
Information is being transferred automatically between OASIS and Ex Libris Alma
Order’s item status
Bib record info
Order’s owner info
Order’s price info
Order’s fund info

15. Let’s take a look in Ex Libris Alma

16. The order is created in Alma
Now we will see the bibliographic record and order which was created in Alma from OASIS
Previously a search in Alma on this ISBN gave no results
This is the record we ordered in OASIS just a moment ago

17. The order is created in Alma
Here is the order in Alma
Price information from OASIS
Library and fund is what we entered in OASIS

18. The order is created in Alma
Note that the OASIS control number will be added to the Alma order in the “Vendor Title Number” field
OASIS
Alma

19. The order is created in Alma
Note that the bibliographic record created in Alma has an originating system “NEW_ORDER_API”

20. The order is created in Alma
In this manner it is possible to retrieve all records created from the OASIS system with additional parameters such as creation date

21. Alma API Order Workflow
Librarian
User searches OASIS and builds list of books to order or picks from an approval list
Order is placed in OASIS which causes order data to be sent via API to Alma. An order line and a bibliographic record is created in Alma
Optional: Overnight a more complete MARC record is sent to Alma via FTP which overlays the bib record created by the API
Invoice data and MARC records flow to Alma ILS system via EDI/FTP when book is shipped 1
OASIS Action 2
API Transfer of Order Information
FTP Transfer 3
Invoice EDI /FTP
OASIS / CIS* 4
* CIS = backend database for OASIS

22. 2017 Integration Enhancements
Faster resolution when the API data transfer from OASIS to Alma results in an error
Better management of print orders with $0 price ( e.g. not yet published books). These orders will no longer be rejected
More streamlined communication of order status in Alma (ok, pending, cancelled) back to OASIS via queries.
NOTE: Actions a user can take on an order in Alma will depend on specific customer set-up.
Syncing of set-up information (fund codes, location etc.) for a library group/customer between OASIS and ALMA

23. Alma & OASIS Integration Setup: Rules of Engagement
ProQuest Books will help the customer through the setup process
Customer must request Alma API key through Ex Libris. If customers want to use this in their sandbox system, then a separate key must be requested for that system
For Accounts managed from the North American ProQuest office: Contact to request setup on OASIS
For Accounts managed from ProQuest UK office, customers or ProQuest Sales should contact the customer’s named ProQuest EDI representative to request setup
ProQuest Configuration Team will
Discuss workflow
Do system setup
Monitor first order or testing in sandbox
If a customer is doing setup in production, allow 2-3 days for configuration to be put into place
Set up time will depend on the customer but is about 1 week on average

24. Thank You