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Alma/Primo Online Fine
Payment Integration
Andy Bussey
Head of Digital Services and Systems
University of Sheffield
Alma UK Exchange of Experience 29Jan 2014
04/04/2014 © The University of Sheffield
2
What I am covering
• User starts at OPAC (in his/her account), then
pays using card via external payment provider,
and the account is updated on ILS and the
finance system is updated
• Not payment via self-service machines
• We are not live yet with Alma/Primo
• But we have run this with Talis since 2010
04/04/2014 © The University of Sheffield
3
It is effective
• With minimal publicity at first (to avoid
problems), we went from 15% of fines paid
online to over 60% in 2013
• It made real savings in staff time to handle cash
04/04/2014 © The University of Sheffield
4
Components
Library system
holds fines and
charges
Display f+c
via OPAC to end user
Pass to pay
send details to
payment provider
User pays
via card/paypal at
payment provider
PP posts back
to library and
finance systems
Library system
updates account
04/04/2014 © The University of Sheffield
5
Link in Primo
• This links from fines+charges in Primo to the
Alma integration profile
• Ex Libris give you the link details
• Edited in the Back Office code tables
• There is a parameter to indicate if the link comes
from Primo Staging – allowing this to be tested
on Staging against live Alma without it being in
Primo Production
04/04/2014 © The University of Sheffield
6
04/04/2014 © The University of Sheffield
7
Alma Integration Profile
• Once user is redirected to Alma, the integration
profile is used to pass appropriate parameters
to payment provider
• Note: end user never sees Alma – it is all done via
redirects and opens in a new window/tab
• Parameters are decided in conjunction with
payment provider and Ex Libris
04/04/2014 © The University of Sheffield
8
04/04/2014 © The University of Sheffield
9
04/04/2014 © The University of Sheffield
10
04/04/2014 © The University of Sheffield
11
04/04/2014 © The University of Sheffield
12
04/04/2014 © The University of Sheffield
13
Any questions?

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Abussey uk exch_exp_20140129

  • 1. Alma/Primo Online Fine Payment Integration Andy Bussey Head of Digital Services and Systems University of Sheffield Alma UK Exchange of Experience 29Jan 2014
  • 2. 04/04/2014 © The University of Sheffield 2 What I am covering • User starts at OPAC (in his/her account), then pays using card via external payment provider, and the account is updated on ILS and the finance system is updated • Not payment via self-service machines • We are not live yet with Alma/Primo • But we have run this with Talis since 2010
  • 3. 04/04/2014 © The University of Sheffield 3 It is effective • With minimal publicity at first (to avoid problems), we went from 15% of fines paid online to over 60% in 2013 • It made real savings in staff time to handle cash
  • 4. 04/04/2014 © The University of Sheffield 4 Components Library system holds fines and charges Display f+c via OPAC to end user Pass to pay send details to payment provider User pays via card/paypal at payment provider PP posts back to library and finance systems Library system updates account
  • 5. 04/04/2014 © The University of Sheffield 5 Link in Primo • This links from fines+charges in Primo to the Alma integration profile • Ex Libris give you the link details • Edited in the Back Office code tables • There is a parameter to indicate if the link comes from Primo Staging – allowing this to be tested on Staging against live Alma without it being in Primo Production
  • 6. 04/04/2014 © The University of Sheffield 6
  • 7. 04/04/2014 © The University of Sheffield 7 Alma Integration Profile • Once user is redirected to Alma, the integration profile is used to pass appropriate parameters to payment provider • Note: end user never sees Alma – it is all done via redirects and opens in a new window/tab • Parameters are decided in conjunction with payment provider and Ex Libris
  • 8. 04/04/2014 © The University of Sheffield 8
  • 9. 04/04/2014 © The University of Sheffield 9
  • 10. 04/04/2014 © The University of Sheffield 10
  • 11. 04/04/2014 © The University of Sheffield 11
  • 12. 04/04/2014 © The University of Sheffield 12
  • 13. 04/04/2014 © The University of Sheffield 13 Any questions?