3rd Party Integration Priorities and Development Policy
Background
Policy Statement
This policy describes the make up and practices of the working group reponsible for setting 3rd party integration priorities and leading development for these integrations. It addresses how requests for 3rd party integration development are submitted, considered and implemented.
Best practice recommendations
Overview
There are three types of third party integration options potentially available in Primo, those that can be added as options through the Primo Back Office with either local or global affect, those that can be added at the local level to the Primo web interface template, and those that will require software development or programming to integrate with Primo.
Evaluation Committee
Additions to the Primo Back Office and those that require software development will be evaluated monthly by an advisory committee made up of a representative from four CSU campuses and one representative from the Chancellor’s Office Systemwide Library Services group. Development of 3rd party applications at the local level to the Primo Web Interface, or to locally applied Primo settings will be evaluated by this same group for inclusion in a central repository as a resource.
Requests for additions and submissions to the web repository can be made via a form or as an email.
Decisions
Local Back Office setting options and local web template additions should be communicated immediately to CSU campuses through a code repository, or similar online resource. Decisions regarding global Back Office settings should be made by the Advisory Committee at a monthly meeting, and if accepted implemented at the first opportunity. Decisions regarding additions that require software development to interface with Primo should be made within one month and referred to the CO Systemwide Library Services group for evaluation.
Additions to the Primo Back Office
3rd Party Integration Type | Example | Applied | Evaluated By | Implementation |
Global Back Office Setting | WorldCat Link | Systemwide | Advisory Group | At first opportunity |
Local Back Office Setting | Integration with ScholarWorks | Campus | Advisory Group | Immediate communication |
Alma/Primo Programmatic | Authentication to Campus ID | Systemwide | Advisory Group /CO Library Services | Refer to CO |
Web Template Addition | Text a Call Number (JS) | Campus | Advisory Group | Immediate communication |
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
---|---|---|---|---|
Articulate the need for the policy (background) |
| |||
Create a Policy Statement |
| |||
Identify and create best practice recommendations |
| |||
Where applicable, identify and write up procedures in Alma |
|
Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date