[Koha] Integration points with Organisational ERP

[Coehoorn, Joel]

I don't think you'll fully automate this unless you have the resources to
assign a programmer to the task. We have single-sign-on working with our
institutional AD FS system, but for actually creating the account our
librarians run a report from our SIS/ERP to produce a csv file they then
import into Koha. They'll do this once a week or so, maybe even more often
near the start of a term to catch any students who might get paperwork done
and accepted past the usual deadlines. It really only takes a couple
minutes, and we're happy here. If anything, it's the name change process
I'd like to improve. With the looming potential for federal regulations
around preferred names, we want to be sure a name change in the SIS can
quickly propagate out to related systems.

Finance is similar. Librarians run a report about once a month to send to
the business office. The business office staff know how to import and post
the charges. It's not fully automated, but it only takes a couple minutes.
That's just for student fines/overdue charges/fees. I know there's also
accounting around the acquisitions module, buy we haven't used this module
in the past. We may look at starting soon as we revue some internal ILL
policies and perhaps retire ILL completely in favor of a pool of money
available for acquisitions, but even then it's likely anything charged
through that module would be "paper money".

Joel Coehoorn
Director of Information Technology
402.363.5603
*jcoehoorn at york.edu <jcoehoorn at york.edu>*

*Please contact helpdesk at york.edu <helpdesk at york.edu> for technical
assistance.*


The mission of York College is to transform lives through
Christ-centered education and to equip students for lifelong service to
God, family, and society


On Wed, Sep 25, 2019 at 7:38 AM Bravismore Mumanyi <bravismore at gmail.com>
wrote:

> Dear Koha Community
>
> I would like to hear from university libraries using KOHA, on integration
> points they have achieved with the university-wide student/finance system
> with KOHA.
>
> e.g.
> When a student is registered on university ERP, a trigger creates or
> updates a matching record on Koha.
>
> When an order encumbers funds on koha, a trigger does the same on
> university's finance system.
>
> We have just been asked by our programming team what integration points we
> need and could only think of a few.
>
> Any integration experience outside a university system is welcome as well.
>
> Thank you
>
> Regards
> /Bravismore
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