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    Identify Patrons to Provide Relevant Services

    Translatable
    The following figure illustrates the authorization/authentication process used between Alma and Primo’s PDS:
    Alma - Primo Authentication Flow
    After Alma receives a Get It or View It request, it sends a bor-info request to Primo's PDS, as follows:
    http://primo1.staging.alma.hosted.exlibrisgroup.com:8991/pds?func=bor-info&calling_system=urm&pds_handle=12345678
    In return, Alma receives an XML response, as follows:
    <?xml version="1.0" encoding="UTF-8" ?>
    <bor>
    <bor_id>
    <id>exl_support</id>
    <handle>23820123442435521060831483217</handle>
    <institute>university</institute>
    </bor_id>
    <bor-info>
    <id>exl_support</id>
    <institute>university</institute>
    <name>exl_support</name>
    <group>STAFF</group>
    </bor-info>
    </bor>
    The ID attribute coming from PDS bor-info should match the Primary identifier as defined in on the User Details page in Alma (see Managing Users).

    PDS Configurations

    This section describes the configurations that may be necessary in order for Alma to interact with Primo’s PDS.

    Configuring the PDS URL

    To identify patrons, Alma must point to the relevant PDS server (see #4 in the figure above). This is configured by entering the URL of the PDS in the primo_pds_url parameter (see Configuring Other Settings).
    For example:
    http://primo.exlibrisgroup.com/pds"?
    or
    https://primo.exlibrisgroup.com/pds?
    Make sure that there is a question mark (?) at the end of the URL.
    Primo_PDS_URL_Param_NewUI.png
    Alma General Customer Parameters

    Configuring the PDS bor-info Function

    In the PDS, the bor_info function should be configured to retrieve the following mandatory fields:
    • Name – The user name
    • ID – The user ID
    • email_address – The user email address
    • Institute – The institution code
    This should be checked especially when working with LDAP authentication. To configure the above, see the Patron Directory Services Guide.
    To test the PDS configuration:
    1. Open the Primo Front End in a browser, but do not sign in.
    2. Perform a search.
    3. In a brief result, click Get It.
      No request options should display, and the following message should display in the Get It tab:
      You must sign in to get Request options
    4. Click Sign in and enter your login information.
    5. Perform a search.
    6. In a brief result, click Get It.
      The request options should display, and you should no longer get the message to sign in. If not, check the PDS log on the Primo server to see whether the bor-info request was sent from Alma and to see whether the bor-info response included the required attributes (name, institute, and so forth).
    7. Click My Account and then click the Personal Settings tab.
      You should see user details. If this is not the case, check the PDS log on the Primo server to see whether the bor-info request was sent from Alma and to see whether the bor-info response included the required attributes (name, institute, and so forth).
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