Alma Open Workflows

ELUNA 2025 Workshop

Instructions & Credentials

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

ELUNA2025_[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: User ID and Message (via form)

Example User ID:ELUNA2025_1

Action: Look up user and send email via Alma mail.

Nodes:
Form
Get User by ID
Send Alma Mail

3. Get User Roles

Input: User ID (via form)

Example User ID:ELUNA2025_1

Action: Fetch the user's role list.

Nodes:
Form
Get User by ID
Get User Roles

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:38052808420000121

Action: Find users in both set and file.

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