Library Open Workflows

IGeLU 2025 Workshop

Instructions & Credentials

We will use Alma demo environment. Please use the credentials provided below.

IGELU2025_[GROUP_NUMBER]
Will be provided in person
Open Admin menu, then press "User Access" under "Library Open Workflows".

Workflow Descriptions

1. Get Set Count

Input: Set ID (via form)

Example Set ID:38052808420000121

Action: Retrieve number of members in the set.

Nodes:
Form
Get Set by ID
Get Set Members Count

2. Send Email to User

Input: Build a form with two input fields: userId and email.

Example User ID:IGELU2025_1

Example Email:your_email@example.com

Action: Use the userId to call the AlmaAPI and retrieve the user’s first and last name. Send an email via the AlmaMail node to the email address entered in the form, including the retrieved first and last name in the message.

Nodes:
Form
Get User by ID
Send Alma Mail

3. Send Email to User – CloudApp Configuration

Input: No input required via the form.

Action: Configure the previous exercise as a Cloud App in Alma, and then test it.

Nodes:
Alma UI Configuration

4. Analytics Report Analysis in OpenAI

Input: Report Path

Example Path:/shared/Alma University/Fulfillment/Overdue and Lost/Reports

Example Report Name:Lost Items

Action: Run a report of lost items, then use an AI model to find online prices and purchase links for replacement.

Nodes:
Run Analytics Report
Message a model (OpenAI)

5. Extract Data from FTP File

Input: FTP File Path (via form)

Example File Path:/production/Open Workflows/poLineList.xlsx

Action: Pull a file from an FTP location and extract its data.

Nodes:
Get File from FTP
Extract from File

6. Compare Set with List

Input: Set ID + FTP file

Example Set ID:30864662260000121

Action: Find users in both set and file.

Nodes:
Form
Get Set Members
Read FTP File
Compare Lists
Output Matched