Circulation: Alma ILS system
This questionnaire asks you to provide detailed information about your library’s NCIP system and how it might interact with a circulation gateway to place holds on items from your collection.
Please return the completed questionnaire via e-mail to your OCLCImplementation Manager:
Manager Name:
Manager E-mail:
Manager Phone (voice):
SECTION I:YOUR BASIC LIBRARY INFORMATION
a. Full Library Name:
b. Your OCLC Symbol:
c. Contact Information for your library
Name:
Title:
E-mail:
Phone number:
d. Full consortium name (if the Circulation Gateway is intended for consortium or group use):
WHO SHOULD COMPLETE THIS QUESTIONNAIRE?
This questionnaire discusses your library’s current circulation system.
The individual who completes this questionnaire should be thoroughly familiar with the detailed operation of your library’s circulation system.
Contact Information for this questionnaire
Name:
Title:
E-mail:
Phone number:
SECTION II:NCIP INFORMATION
a. Connection information
Please provide connection information for your test and production NCIP responders for each of the following transport mechanisms that are supported. Please provide answers for both a test and the production system (if available):
Test:
HTTPS:
URL including path (e.g.
Port (default is 443):
Production:
HTTPS:
URL including path (e.g.
Port (default is 443):
Note: OCLC requires that circulation interops be done via a secured protocol, such as HTTPS.
b. AgencyId
Please provide the scheme and value of the NCIP AgencyId indentifying your institution. For example the Universityof British Columbia may be represented by the scheme and the value “BD”. Note that the scheme is optional.
Scheme:
Value:
c. Application Profile Type
Alma uses codes for "resource sharing integration profiles" for each Resource Sharing Location that are included in the NCIP messages sent by OCLC in the NCIP Application Profile Type element. For example, University of British Columbia might have a single library (“Main”) and might name its profile “BC-MAIN”. Please provide the codes for each Navigator Request Managing Location.
For Navigator location:
Resource Sharing Integration Profile code:
d. Pickup Location
Alma uses codes for "pickup locations" that are included in the NCIP messages sent by OCLC in the Pickup Location element. Please provide the codes for each Navigator pickup location where a patron could pick up the items they are borrowing (Please include all pickup locations and Navigator Managing Locations).
For Navigator pickup location:
Pickup Location code:
SECTION III:TEST INFORMATION
If you have a test and a production system, please provide this information for both systems.
a. Test credentials
You will need two patron (or user) records for OCLC to use when testing. One should represent a borrowing library, i.e., an “institutional patron” to which materials will be lent during the lending workflow. The other should represent a borrowing patron to whom materials will be lent during the borrowing workflow. Please provide patron barcodes that we can use to test hold placement:
For a valid account / For a restricted account*Institutional patron barcode
Patron barcode
*A restricted account is an account that has lost its operating privileges because it has expired, has too many fines, etc.
b. Test records
You will need to create several item records for OCLC to use when testing. Please create each of these as specified, and provide the requested information below.
1. Single copy of a title that is available for loan and can have a hold placed on it.
OCLC number:
Item barcode:
2. Single copy of a title that is available for loan but cannot have a hold placed on it.
OCLC number:
Item barcode:
3. Single copy of a title that is not available for loan (i.e., checked out).
OCLC number:
Item barcode:
4. Multiple copies of a title that is available for loan and can have a hold placed on it for consortial borrowing.
OCLC number:
Item barcode:
5. Multiple copies of a title that is available for loan but cannot have a hold placed on it for consortial borrowing
OCLC number:
Item barcode:
6. Multiple copies of a title that is not available for loan (i.e., checked out).
OCLC number:
Item barcode:
7. Serial or multi-volume title that is available for loan and can have a hold placed on it for consortial borrowing.
OCLC number:
Item barcode:
8. Serial or multi-volume title that is available for loan but cannot have a hold placed on it for consortial borrowing.
OCLC number:
Item barcode:
9. Serial or multi-volume title that is not available for loan (i.e., checked out)
OCLC number:
Item barcode:
- Future use of these test data – OCLC can use these test credentials and records for regression tests to ensure that any future changes to our system or yours won’t results in down times. Please indicate below whether you can you keep the credentials and records available for future testing after the initial implementation?
Yes:
No:
1