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    Real-Time Ordering

    Translatable
    Alma provides for real-time ordering by enabling vendors to integrate their ordering system with Alma's repository and ordering features. Real-time order data is sent automatically to Alma from the vendor's system using Alma's APIs.
    Real-time ordering speeds up the availability of resources, increases the efficiency of integrating records, reduces the drawbacks of manually overlaying or merging records, and enhances data enrichment in Alma.
    If you would like a vendor to enable this feature, or if you are a vendor who would like to enable this feature, contact VendorIntegration@exlibrisgroup.com.
    The simple setup procedure includes the following steps:
    1. Create a metadata template, or ensure that a default metadata template is configured.
    2. Recommended: Create a New Order API Integration Profile, selecting your record matching preferences.
    3. Provide the vendor any necessary Alma information for setup, including libraries, funds, and locations.
    For a list of participating vendors and more detailed information about real-time ordering (including workflows and instructions for integrating vendors with Alma), please see the following in the Ex Libris Developer’s Network:

    When the New Order API runs, Alma uses the vendor identifier number or the ISBN/ISSN to search and match the incoming order to an existing portfolio in an electronic collection. This functionality is currently available for OASIS and GOBI. 

    If a match is found, the PO line is associated with the portfolio. The access model description, as defined in the Access Model table, is then added to the Public Access Model field, within the Acquisition tab of the portfolio editor, for display in Primo.
    If a match is not found in your institution, the Community Zone is searched within the relevant Community Zone collection, using the access provider's collection code, which is transferred into Alma as part of the order information.  Once a match is found in the Community Zone, the portfolio is activated in the institution linked to the Community Zone. The access model is stored in the Access Model field of the PO line for electronic orders, and within the portfolio's Public Access Model field, for display in Primo.
    The portfolio's Public Access Model description will only be presented in the discovery system if the Enable Display of Access Model checkbox is selected on the Other Settings page under Fulfillment > Discovery Interface Display Logic (see  Configuring Other Settings).
    • In case a PO line of type 'License Upgrade' was added to the portfolio as an additional PO line, the Public Access Model field on the portfolio displays the access model associated with the license-upgrade order.
    • Portfolios which are activated from the Community Zone as a result of orders coming into Alma from OASIS/GOBI via API will enter Alma as not available and require the institution to make the portfolio available (once it is made available on the vendor side) in order for it to appear in the discovery system.

    OASIS Vendor List

    The list of vendors currently supported for orders originating from OASIS is:
    Provider name Collection name Collection ID
    Bloomsbury Collection Bloomsbury Collections All Titles 614950000000000416
    Brill Online Brill Online Books 613170000000000148
    Cairn Ebooks CAIRN eBooks General 613170000000000198
    Cambridge University Cambridge Core all books 613820000000000020
    De Gruyter  De Gruyter eBooks Complete 611000000000002268
    EBSCO EBSCOhost Ebooks 61111000211069000
    Elsevier Elsevier ScienceDirect Books Complete 613840000000000009
    IGI Global Online  IGI Global InfoSci-Books 611000000000002255
    JSTOR JSTOR Books 613170000000000272
    Karger Karger eBooks Collection 613810000000000333
    Oxford Scholarly Editions Online Oxford Scholarly Editions Online 613840000000000106
    Project MUSE Project MUSE - EBA All Single Title Collection 615410000000000517
    ProQuest Ebook Central EBook Central Perpetual and DDATitles 614330000000000002
    Rittenhouse R2 R2 Digital Library PDA Discoverable Titles 614900000000001202
    SAGE SAGE Complete 61111092947545000
    Taylor & Francis Taylor & Francis eBooks Complete 611000000000000660
    Wiley Online Library (eBooks) Wiley Online Library Online Books 611000000000000499
    World Scientific Publishing World Scientific eBooks 612490000000000003

    GOBI Vendor List

    The list of vendors currently supported for orders originating from GOBI is:
    GOBI Vendors List
    Provider name Collection name Collection ID
    Al Manhal Al Manhal eBook Collection 614910000000001498
    Bloomsbury Bloomsbury Collections All Titles 614950000000000416
    Brill Online Brill Online Books 613170000000000148
    CAIRN CAIRN eBooks General 613170000000000198
    Cambridge University Press Cambridge Core All Books 613820000000000020
    De Gruyter de Gruyter eBooks Complete 611000000000002268
    Digitalia Hispanica
    Digitalia
    Digitalia Hispanica 613840000000000287
    EBSCOhost EBSCOhost Ebooks 61111000211069000
    Edward Elgar Books Edward Elgar Books 613170000000000299
    Elsevier ScienceDirect Elsevier ScienceDirect Books Complete 613840000000000009
    IGI Global Online  IGI Global InfoSci-Books 611000000000002255
    JSTOR JSTOR Books 613170000000000272
    Karger Karger eBooks Collection 613810000000000333
    Project MUSE Project MUSE - EBA All Single Title Collection 615410000000000517
    Oxford Bibliographies Online
    Oxford University Press
    Oxford Bibliographies 613170000000000296
    Oxford Clinical Psychology Online
    Oxford University Press
    Oxford Clinical Psychology 613790000000001102
    Oxford Handbooks Online Oxford Handbooks Online Complete 611000000000002626
    Oxford Medicine Online  Oxford Medicine Online 613410000000000010
    Oxford Scholarly Editions Online Oxford Scholarly Editions Online 613840000000000106
    Oxford Reference Online Oxford Reference Library 613170000000000188
    ProQuest Ebook Central EBook Central Perpetual and DDATitles 614330000000000002
    Rittenhouse R2 Digital Library
    Rittenhouse Book Distributors, Inc.
    R2 Digital Library PDA Discoverable Titles 614900000000001202
    SAGE Online Content SAGE Complete 61111092947545000
    SpringerLink SpringerLink Books Complete 611000000000001381
    Taylor & Francis eBooks Taylor & Francis eBooks Complete 611000000000000660
    University Press Scholarship University Press Scholarship Online Complete 613450000000000059
    Wiley Online Library (eBooks) Wiley Online Library Online Books 611000000000000499
    World Scientific World Scientific eBooks 612490000000000003

    Real Time Order for ATO/STL purchase models

    About Access to Own:

    Access to Own (ATO) model is a unique usage-based acquisition model for eBooks where all spend contributes towards ownership, thus allowing customers to control budget while potentially providing access to a wider pool of titles.

    This model is relevant for libraries that:

    • Want to use usage-based (evidence-based or DDA) purchasing.
    • Desire front list and backlist quality content in their library collections.
    • Prefer to spend collection funds on ownership rather than access.

    This model is available via ProQuest’s Ebook Central platform.

    About Short-Term Loan:

    • Short-Term Loan (STL) allows Extended Access coverage.
      • Librarians can enable Extended Access so that when books owned with the 1-user or 3-user access model are already fully in use, or a book owned with the NL (Non-linear Lending) access model has no more days-of-use available for the year, a patron's sufficient use of the book will initiate an STL, auto-upgrade, or auto-purchase of the book for the patron.
    • STL (Short-Term Loan) on a DDA-discoverable book.
      • DDA-discoverable books are un-owned books that your librarians have made visible to patrons.  When a patron uses a DDA-discoverable book sufficiently it triggers an STL or auto-purchase of the book.

    STL/ATO and Alma:

    Alma will receive the order via API and associate it with the relevant resource, when additional order will be sent to Alma via API as part of the STL/ATO, the new order will be associated with the existing resource as Main order, while the 1st (initial) order will be moved to be an "Additional order". Both the Main and the Additional orders will have the resource associated to it. The main PO Line is the primary and active PO Line which all of its relevant attributes are passed to the portfolio (Access model).

    Example: The use case below describes the chain of events that occur when STL/ATO orders are sent to Alma.

    Use case:

    • Library has a DDA program with ProQuest – As part of the DDA program title 'AI-Powered IoT for COVID-19' was made available via the "Upload Electronic Holdings from ProQuest Ebook Central for Subscriptions/Owned/DDA" (see image 1 and 2).
    • ProQuest identified an access to the relevant title ('AI-Powered IoT for COVID-19') which triggered an STL real time order (see image 3).
    • ProQuest identified additional (2nd) access to the relevant title ('AI-Powered IoT for COVID-19') which triggered additional STL real time order (see image 4).
    • Both PO Lines which are were created as part of the STL process are associated with the resource ((see image 5 and 6).

    STL_ATO_1.PNG

    Image 1: Portfolio 'AI-Powered IoT for COVID-19' is part of a DDA program

    STL_ATO_2.PNG

    Image 2: Portfolio 'AI-Powered IoT for COVID-19'  'Acquisitions' tab holds no orders

    STL_ATO_3.PNG

    Image 3: An STL real time order was sent to Alma for this portfolio and was associated to it as 'Main' order

    STL_ATO_4.PNG

    Image 4: Additional (2nd) STL real time order was sent to Alma for this portfolio, this 2nd order was associated to the portfolio as 'Main' order and the previous order (initial order) is now associated with the portfolio as 'Additional PO Line'

    STL_ATO_5.PNG

    Image 5: Original (1st) PO Line is associated with the portfolio (as additional PO Line)

    STL_ATO_6.PNG

    Image 6: 2nd  PO Line is associated with the portfolio as well
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