迁移到Alma / Primo后，我们完成了什么相关工作

傅平

教授, 图书馆技术服务中心主任

中央华盛顿大学

2018艾利贝斯北美用户大会

华盛顿州, 斯波坎, 2018, 5/1-5/4

本演讲将简要概述自2014年12月我们迁移到Alma / Primo后，CWU图书馆完成的ILS相关工作。大家知道，Alma易于配置和进行更改。 Ex Libris提供了出色的产品和培训文档。我们集成了图书馆管理系统Alma与学校人事财务系统PeopleSoft并完成了人事信息包括学生老师基本信息从PeopleSoft到Alma的转换输入和日常更新以及图书馆罚款和收费的数据交换。我们完全靠自己对Alma的了解和掌握在没有供应商和外界的帮助下自己将我们学校的多模式教育中心图书馆MEC从Follett 迁移到了Alma。 Primo也很容易配置和定制。我们用Primo的OAI Harvesting技术收获了我们当地的Digital Commons数字机构库和LibGuides的图书馆研究指南的元数据到Primo。我们开发了一个本地书架地图应用来显示物理图书位置。我们在Primo上实施了“通过短信发送”功能将书目信息发送给用户的移动设备。其他经验和教训包括我们在几个项目中使用Alma API，例如MEC图书馆系统迁移和YBP Shelf Ready。我们在MEC图书馆安装了一个自动借阅设备，启用了Alma的EDI，为用户访问Primo实施Shibboleth单点登录认证，使用EzProxy为ILLiad馆际互借系统提供了Shibboleth认证登录，另外我们切换到了Primo新用户界面并加了一些本地化功能和图标。

An Overview of What ILS-related Work We Have Done since We Migrated to Alma/Primo

Ping Fu

Professor and Head of Library Technology Services

Central Washington University

ELUNA 2018

Spokane, WA

May 1-4, 2018

This presentation will briefly give an overview of what ILS-related work that CWU libraries have done since we migrated to Alma/Primo in Dec 2014. We learned that Alma is easy to configure and make changes. Ex Libris provides excellent product and training documentation. We integrated Alma with PeopleSoft for Patron Load and Bursar Transfer. We migrated our Multimodal Education Center collection from Follett Destiny to Alma on our own.  Primo is also easy to configure and make customization. We harvested our local digital repository bepress Digital Commons database and LibGuides research guides to Primo. We developed a local stack map app to show items locations. We implemented a “send via text message” feature in Primo to send items information to patrons’ mobile devices. Other experiences and lessons learned include we used Alma API in several projects such as MEC collection migration and YBP Shelf Ready. We implemented a self-check station at MEC library, enabled EDI in Alma, implemented Shibboleth single sign-on authentication for users to access Primo, integrated Shibboleth with EzProxy for ILLiad Interlibrary Loan authentication, and customized Primo New UI.