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- Regular and ad hoc reporting
- we have a culture of direct database access
- supports daily operational needs and workflows, extends functionality of LMS and allows links to other systems
- daypass and visitor management database (see below)
- shelf reading/inventory database
- shelving accuracy database (QC for student shelvers)
- Reserves pull lists (must join with Ares data)
- e.g. locker rental and faculty rental database rely on direct access to patron information
- ability to define, code, and run custom reports that we define
- To ask other customers: how does the system help with ARL/IPEDS reporting? How do you do it?
- Standards and Integrations with other systems
- EDIFACT (ordering, invoicing, claiming)
- APIs for Real-time Acquisitions (e.g. GOBI API)
- Voucher feed to Comptroller
- ILLiad, Relais D2D (runs consortial borrowing programs UBorrow , BorrowDirect), OCLC
- NCIP, Z39.50: four messages that need to be supported:
- ILLiad add-on pulls item info from LMS via API
- Mansueto Automated Storage and Retrieval (Dematic)
- ASR updates item status in LMS
- Reserves management integration (Ares)
- must allow the remote system to place an item on reserve and remove from reserve
- may involve changing location, loan period, circulation status in support of this workflow
- Course management integration (Blackboard, Canvas, LTI)
- Ares add-on pulls item info from LMS via API
- Special Collections requisition (Aeon)
- Payment systems for patron charges (or integration w/ 3rd party systems)
- Staff-facing for service desk payments
- Online patron-facing for self-service
- PCI compliant (Moneris preferred vendor)
- Export patron financial info to external systems
- e.g. Bursar, collections agencies
- Integration with campus IdM
- Flow of identities into system
- Maintenance of identities
- Also support identities that are not part of campus IdM
- Day pass database/access control integration
- use LMS patron data to verify eligibility and provide physical access (turnstile system) and credentials for network access (RADIUS, local AD domain)
- Relies on API or direct SQL access
- Integration with Discovery Layer (VuFind)
- circulation and docstore APIs used by VuFind directly.
- our driver for OLE is customized- we query the db directly in many cases.
- MyAccount feature relies on VuFind to access patron data
- VuFind needs knowledge of both campus and non-campus borrowers in LMS
- How does authentication for MyAccount work so patron can access their data
- map lookups, missing items form, report a problem form request data from OLE but exist outside of VuFind.
- some requests come in for OLE data feeds, like a feed to provide info about techbar item availability.
- Security review with IT Services
- FERPA requirements for data?
- Hosted? If run locally, how does it sit in the data center? (e.g. is vendor login access required?)
- Can we run test systems for operations, integrations, and upgrades?
- Client distribution (if not web-based): are there local desktop clients that need to be used?
- For hosting, what requirements do we have for performance?
Other Investigations
- how does the system perform authority control?