Alma-Summon Integration

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:

• Publish bibliographic records to Summon

• Publish electronic holdings to Summon

Configuring Alma User Authentication

Alma supports a number of authentication schemes, which are defined using integration profiles. An institution may choose to use more than one of the following authentication schemes:

• LDAP

• SAML based authentication such as Shibboleth

• CAS

• OAuth based authentication with Facebook, Google, Twitter or using email

• Alma internal users

For information on configuring external authentication systems, see Integrations with External Systems.

Login Pages

The User Authentication page (Configuration Menu > Discovery > Authentication > User Authentication) allows you to enable authentication profiles and to configure the help links and labels that display on the login pages for Alma.

Single Login Page

If multiple profiles are defined and activated, the system will display the Parallel Login page, which allows users to select the type of authentication to use to sign in to Alma. You can display up to five links on the Parallel Login page.

Parallel Login Page

After users select an authentication method, they will receive the appropriate login page for the selected authentication method.

Configuring the Login Links

The Profiles tab on the User Authentication page allows you to enable a maximum of five login links, which allow users to select a type of authentication to use to log on to the system.

To enable the login links:

1. Open the User Authentication page (Configuration Menu > Discovery > Authentication > User Authentication) and select the Profiles tab (which is the default).

   

   Profiles Tab

2. In the Authentication Profiles section, activate the types of authentication that you want to provide to users. If multiple authentication types are enabled, the system will display the Parallel Login page to users.

3. Select Save.

Configuring the Help Links

The Profiles tab on the User Authentication page allows you to configure up to four help links. For each help link, you can specify a label and a URL for the help page.

To configure the help links:

1. Open the User Authentication page (Configuration Menu > Discovery > Authentication > User Authentication).

2. Select the Profiles tab (which is the default tab).

   

   Profiles Tab

3. Select Edit next to the login link for which you want to add a help page.

   

   Define Help Link Page

4. Specify the label and URL for the help page.

5. Select Save.

Configuring the Labels

The Labels tab on the User Authentication page allows you to configure various labels on the login pages.

To configure the labels:

1. Open the User Authentication page (Configuration Menu > Discovery > Authentication > User Authentication) and select the Labels tab.

   

   Labels Tab

2. 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.

3. Select Save.

Configuring the Services Page

As a link resolver, Alma provides services for searches performed in sources other than Alma (such as Summon or Google Scholar). Alma’s link resolver uses the Services page, which is a dedicated page that displays a record's services (such as access to full text).

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:

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.

• view_code – Specify the code that is defined for your view on the View Configuration page. For example: 01MY_INST:Services.

For example:

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), select Add to open the View Configuration page.

   

   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.
   Description	Optional text to describe the view for internal use.
   General Attributes:
   Time-out URL	Specify the redirection URL for the Services page after a timeout.
   Timeout (in minutes) for guest users	The time in minutes when a session is timed out due to inactivity for guest users. A setting of 0 indicates that there is no timeout period. When a session times out, the system clears all personal parameters and refreshes the page, leaving the user within the context of the page.
   Timeout (in minutes) for signed-in users	The time in minutes when a session is timed out due to inactivity for signed-in users. A setting of 0 indicates that there is no timeout period. When a session times out, the system clears all personal parameters and refreshes the page, leaving the user within the context of the page.
   Default Language	Select the default language that the system will use for the Services page.
   Select as Default View	Indicates which view is used when staff users select the Display in Discovery option from the Alma repository search results.
   Enable the 'Personalize Your Results' service	Indicates whether the Personalized Results service is enabled for the Services page.

3. Select 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 Display Tab

   1. If you have not already done so, select Customize in the Display Fields section to allow you to edit the field information that appears at the top of the Services page.

      

      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 selecting the up/down arrows in each row.

        

        Order Display Fields

      • Change the order of fields displayed in a single row by selecting Edit and then selecting the up and down arrows.

        

        Order Fields in a Row

      • Delete a field from a row by selecting Edit and then selecting Delete in the field's row.

        

        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 selecting Edit, selecting Add, selecting a field, and then selecting Add.

        

        Add Field to a Row

      • Edit a row's delimiter by selecting Edit, specifying a delimiter, and selecting Done.

        

        Edit a Row's Delimiter

      • Restore all fields to the out-of-the-box settings by selecting Restore.

        

        Restore Default Configuration

   3. If you have not already done so, select Customize in the Record Actions 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.

      

      Record Actions Section

   4. When customization is enabled in the Record Actions section, you can perform the following operations:

      • Change the order of the enabled actions by selecting the down arrows.

        

        Change Service Order

      • Enable a service by selecting an action's check mark under the Active column.

        

        Enable a Service

      • Restore the out-of-the-box settings for the actions by selecting Restore.

        

        Restore Default Configuration

5. Configure the Full Record Services tab:

   

   Full Record Services Tab

   1. If you have not already done so, select Customize to allow you to edit the various services that appear as sections on the Services page. The following services are supported in Alma-Summon environments:

      • getit_link1 – This code defines 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.

      • browseshelf – This code defines the Virtual Browse service, which allows users to browse items based on the location of the current item. Users will be able to navigate through items on the shelf, starting at the current item’s call number.

      • links – This code defines the Links section on the Services page. The Links section displays general electronic services that are not delivery-related (see Adding a General Electronic Service). In addition, you can configure the following option by selecting its Configure row action:

        Display Source Record - Select this check box if you want to users to be able to view the item's source record.

      • searchWithinJournal – This code enables the Search for articles within a journal section. This section appears on the Journal Search page and on the Services page when the record has an ISSN, which is attached to users' queries to allow them to search the Summon index to find articles within that journal.

      • 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. Select Configure to customize the display fields.

      • citationTrailAndTimesCited – This code defines the Citations service, which displays a record's citation information. Select Configure to configure the following options:

        • Citation Trail – When activated, this option displays the citation trails in the Citations section.

        • Times Cited – When activated, this option displays the times cited information from the Web of Science service in the Citations section.

   2. When customization is enabled, you can perform the following operations:

      • Change the order of the service sections by selecting the up and down arrows.

        

        Order Service Sections

      • Restore the out-of-the-box settings for the Actions section by selecting Restore.

        

        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:

1. On the Discovery Configuration menu (Configuration Menu > Discovery > Display Configuration > Labels), select Actions > Customize next to the code table that you want to edit.

   

   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, select Customize to save your changes and return to the Discovery subsystem page. After an initial customization, you will need to select 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:

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.

1. Select the following links listed under Configuration Menu > Discovery > Request Configuration >: Digitization Requests, Hold and Booking Request, or Purchase Request.

2. Select 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. Select 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.

1. Edit the Resource Sharing Request Form (Configuration Menu > Discovery > Request Configuration > Resource Sharing Request).

2. Select 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. Select 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.

1. On the Views List page (Configuration Menu > Discovery > Display Configuration > Configure Views), edit the row that contains the view for your Services page.

2. Select the Manage Customization Package tab.

   

   Manage Customization Package Tab

3. Select 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 select Upload.

Configuring Local Display Fields

Alma allows you to map information (such as notes) from the following MARC21 and UNIMARC fields in the source records to local fields in Alma, where these fields can then be used to display additional information in the record's detailed display:

• MARC21: 009, 09X, 490, 5XX, 69X, and 9XX

• UNIMARC: 300 - 308, 310 - 318, 320 - 328, 330 - 338, 340 - 348, 350 - 358, 360 - 368, 370 - 378, 380 - 388, 609, 619, 629, 639, 649, 659, 679, 689, 69X, and 9XX

1. On the Local Fields page (Configuration Menu > Discovery > Display Configuration > Manage Local Fields), select Add new local field to open the Define a Local Field page.

   

   Define a Local Field Page

2. Specify the following fields:

   • Field to edit – Select the local field that you want to use.

   • Display label – Specify a display label for the information that you are mapping from the source records.

     Select the Globe button if you want to create translations for the label in the Advanced Search Index Fields Labels and Local Fields Labels code tables. For more information, see Configuring Display Labels.

3. Depending on the source format, select Add MARC21 fields or Add UNIMARC fields to open a format's dialog box:

   1. Select a field from the drop-down list.

      

      Add a MARC21 Field Dialog Box

   2. Select Add to save the assignment.

4. Repeat step 3 if you want to map multiple MARC/UNIMARC fields to a single local field.

   

   Multiple MARC Fields Mapped to a Local Field

5. Select Save to create the local field and to return to the Local Fields page.

Configuring Display Items

• Brief item display - This area opens instantly and can contain up to four displays lines. Out of the box, Alma displays the item's status, terms of use, and the item's description on separate display lines if available for the item. You can configure up to four display lines. Each line can contain up to three fields, which are separated by your choice of delimiter.

• Full item display - The user must select the down arrow to display the information that appears in these display lines. Out of the box, the Get It service displays the additional call number, public notes, material type, location (which includes the library, location, and call number fields), and the barcode on separate display lines if available for the item. You can configure up to 12 display lines. Each line can contain up to three fields, which are separated by a space.

1. Open the Display Items page (Configuration Menu > Discovery > Display Configuration > Display Items).
   
   Display Items Page - Showing Default Settings
2. If you have not already done so, select Customize in the Brief Item Display section to allow you to edit its display lines.
   
   Brief Item Display Section
3. In the Brief Item Display section, you can perform the following operations:
   • Activate/deactivate a display line by selecting its Active field.
   • Add a field to a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select Add to open the Add Field dialog box.
     3. Select a field from the Code drop-down list.
     4. Select Add to add the new field and to return to the Row Fields page.
     5. On the Row Fields page, select Add to add additional fields to the display line.
     6. Select the up/down arrows to reorder the fields in the display line.
     7. Select Back to return to the Display Fields page.
   • Define the display line's label:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select Edit Display Label. The Edit Display Label page opens.
     3. Type the display line's label in the Label field. If you do not want a label to display, type NOT_DEFINED.
     4. Select Save.
     5. Select Back to return to the Display Fields page.
   • Define a delimiter for a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select Edit Delimiter. The Edit Delimiter page opens.
     3. Type the delimiter in the Delimiter field. The default delimiter is set to a space.
     4. Select Save.
     5. Select Back to return to the Display Fields page.
   • Delete a field from a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select the display line's Delete row action.
     3. Select Back to return to the Display Fields page.
   • Delete an entire display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select the Delete row action for all fields.
     3. Select Back to return to the Display Fields page.
   • Reorder fields on a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select the up/down arrows to reorder the fields .
     3. Select Back to return to the Display Fields page.
4. If you have not already done so, select Customize in the Full Item Display section to allow you to edit its display lines.
   
   Full Item Display Section
5. In the Full Item Display section, you can perform the following operations:
   • Activate/deactivate a display line by selecting its Active field.
   • Add a field to a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select Add to open the Add Field dialog box.
     3. Select a field from the Code drop-down list.
     4. Select Add to add the new field and to return to the Row Fields page.
     5. On the Row Fields page, select Add to add additional fields to the display line.
     6. Select the up/down arrows to reorder the fields in the display line.
     7. Select Back to return to the Display Fields page.
   • Define the display line's label:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select Edit Display Label. The Edit Display Label page opens.
     3. Type the display line's label in the Label field. If you do not want a label to display, type NOT_DEFINED.
     4. Select Save.
     5. Select Back to return to the Display Fields page.
   • Delete a field from a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select the display line's Delete row action.
     3. Select Back to return to the Display Fields page.
   • Delete an entire display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select the Delete row action for all fields.
     3. Select Back to return to the Display Fields page.
   • Reorder fields on a display line:
     1. Edit the row containing the display line that you want to modify. The Row Fields page opens.
     2. Select the up/down arrows to reorder the fields .
     3. Select Back to return to the Display Fields page.

Configuring Discovery Customer Settings

The Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings) contains global settings that pertain to discovery. Each row of the table contains a parameter, which can be customized to change settings or enable/disable functionality.

1. Select the Customize row option if you have not already done so. Otherwise, select the Edit row option.

2. Enter a value in the parameter value field.

3. Select Save to save your changes to the table.

The following parameters are configurable:

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.

1. On the General Electronic Services page (Configuration Menu > Discovery Interface Display Logic > General Electronic Services), select Add Service. The Add Service dialog box appears.

   

   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. If No is selected, links to the general electronic service will display in the Links section.

   • Display Location – Select which sections that the delivery links will appear on the Services page. The following options are permitted:

     • Getit & How to Getit

     • Viewit & How to Getit

     • Getit, viewit, and How to Getit

     • None

     The How to Get It section displays only when a record has no inventory. Typically, the How to Get It section is used for resource sharing and relevant ILL service links.

3. Select Add and Close.

4. On the General Electronic Services Page, select Actions > Edit to configure additional service details for your new service. For more details, see Adding a General Electronic Service.

5. Select Save.

Summon Administration Console

All of your library's existing configuration and customization in the Summon Administration Console will continue to apply to your Alma-Summon instance.

Access your Alma-Summon administration console profile from the below Discovery menu in Alma; Alma users are automatically logged in.

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 the Journal Search page. 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.

Configuring the Links to Alma

The Alma Links page in the Summon Administration Console allows you to configure the following links on the Summon user interface:

• The Alma links that appear in Summon.

• The order in which the Alma links appear in Summon.

• The labels that appear for each of the Alma links in Summon.

1. From the Discovery Configuration menu (Configuration Menu > Discovery), select Summon Admin Console under Other.

   

   Alma Discovery Configuration Menu

2. Select Settings and then Alma Links.

   

   Alma Links Settings

3. For each of the fields listed in the following table, select DEFAULT, to customize a field's settings. Select CUSTOM to return a field to its default settings.

   Field	Description
   My Account	Defines the display text for the link to the user's library card in Alma.
   Journal Search	Defines the display text for the link to Journal Search page in Alma.
   Blank Interlibrary Loan Form	Defines the display text for the link to the interlibrary loan request form in Alma.
   Fetch It	Defines the link to the Fetch Item page (which may also be known as the Citation Linker) in Alma.
   Ordering	This field allows to enable/disable the above links and specify their order in Summon by dragging and dropping an item under the Enabled or Disabled column.

4. Select Save Settings.

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.

1. From the Discovery Configuration menu in Alma, select Summon Admin Console and then select Content Ingestion at the top of the administration console.

   

   Alma Discovery Configuration Menu

2. Select either Institutional Repository or LibGuides from the Content Ingestion menu at the top of the page:

   

   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. Select Save.

   • Add LibGuides form:

     1. LibGuides URL

     2. LibGuides Name

     3. Expected Record Count

     4. Select 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 (Resources > Create 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.

     

     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.

Enabling the Course Reserves Facet in Summon

Course reserves that are defined in Alma are published to Summon according to the course's start date and deleted according to the course's end date. Depending on the start date specified in Alma and the Summon Index Update Schedule, it can take up to a week for course reserves to appear in Summon. For this reason, you may want to backdate the start date by a week for your courses to ensure that the Summon Index Update completes before the start of the courses.

1. Open the Summon Admin Console (Discovery > Summon Admin Console).

2. Select the Settings tab.

3. In the Facets section, drag and drop the Course Instructor and Course Name and Number fields to the Enabled column.

   

   Settings > Facets Section

4. Save your changes to the Facets section.