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This relates to the management of electronic resources for each CSU IZ using Model 1 (the local acquisition, licensing and e-resource management by the individual libraries.  The openURL, proxy, and Discovery Interface Display Logic are driving forces behind display and access of electronic resources.  It is essential to have recommendations and best practices that allow us to customize and maximize the system for the benefit of staff and library users.

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• Alma's UResolver complies with 0.1 and 1.0 OpenURL (Sept 2016).  The goal of the Alma Link Resolver is to provide patrons access to electronic resources that they have identified using OpenURL-compliant discovery tools such as Google Scholar, PubMed, Primo, etc.

• Each CSU is responsible for contacting vendors or updating admin modules with the Alma link resolver and icon prior to going live.  Note:  This Ex Libris document explains the process of running a report in SFX to create a vendor list to send the new services page URL when moving from SFX to Alma.

• The CO will put in place temporary redirects from SFX to the Alma link resolver as campuses go live, so if you don't update all of your vendors by go-live, your users won't get stuck.
  
• The link resolver icon is the equivalent of the SFX openURL icon.  Note: Here is the URL for the link resolver icon.
• The Link Resolver Base URL consists of the following parameters:  http://<primo_fe_server_url:port>/openurl/<primo_institution_code>/<primo_services_page_view_code.  Note:  We do not use a "port" in our URL syntax. To get your base URL,  go to the Primo Back Office and navigate to Primo Home>Ongoing Configuration Wizards>Institution Wizard.  Copy and paste the Services Page URL.   This same URL is also available in Alma by navigating to General Config menu > General Config > Other settings > Primo service page url
  
• The Alma resolver augmentation function is a component of the Alma Link Resolver process that enhances OpenURL metadata with DOI, OAI, and PubMed information.  We recommend that you implement this, a one time only task.  Look under General Configuration > Integration Profiles > Add Integration Profile.  Note:  Ask Jessica at CO for CrossRef details. 
• Alma supports the ability to check the validity of the full-text URL before presenting it to the end user through the View It services menu. This functionality is only available for EBSCOhost – The EBSCO Link Resolver Plugin.  In an NZ environment, the Link Resolver Plugin integration profile must be created for the network institution and for all the member institutions.  We recommend that you agree to let Jessica implement this plugin for you.
• If you need to provide an openURL when submitting support cases, this Ex Libris document (How to Extract OpenURL) explains how to extract an openURL from Primo, Alma and Google Scholar.

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Have you done the following tasks:

Set Up CRM Contacts

• Support cases can be opened from within Alma by clicking the Send to Ex Libris link found in the menu options below an electronic collection or electronic portfolio search result in the CZ or IZ.  To take advantage of this feature, you should configure CRM contacts (Administration > General Configuration > Configuration Menu > General Configuration > CRM Contacts).

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        Typical troubleshooting issues include:

        What to do with fulltext linking problems?  Ex Libris has a document that provides you with specifics for How to report Full Text Linking and Availability Problems.
        Have a clear e-resource metadata issue?  You may want to report specific metadata issues to Ex Libris.  For example, if you see an incorrect issn/isbn in the Alma Community Zone,   you see titles that are missing (or are no longer available) in a full text collection, or the coverage for a title is incorrect, you can report these issues directly to Sales Support.

Set Up Google Scholar

• To publish electronic holdings to Google Scholar, you must configure the Publish electronic records to Google Scholar publishing profile and run it weekly to make sure that holdings information is accurate.  The document "Publishing electronic Holdings to Google Scholar" provides further details for setting up this profile.

Set Up Institutional Electronic Holdings File

• The publishing profile allows you to configure the settings used to generate the electronic holdings file that Primo Central uses to update the status indicators. This process should be run weekly to make sure that the holdings information is accurate. The document Publishing Electronic Holdings to Primo Central provides further details about this profile.

Back Up Files

• Have a back up file or spreadsheet identifying vendor linking parameters (L/P) details. The L/P (found in the linking information tab from the Edit Service link for electronic material) should migrate correctly from SFX to Alma but if not, then you have the necessary information.  You may decide to add this information to an internal note in the vendor record.  The document SFX Target and Alma E-Collections Configuration Guide provides details for linking information (parser, parse params, etc) for vendors
• Spreadsheet of collections and vendors that should be in  IZ
  
  
  

Under consideration:  The Task Force would like to track IZ and NZ support cases.  We would like to have some sort of case log (available on the wiki?).   Possible workflows:

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1. Alma Resolver Augmentation
2. What version of OpenURL protocol does Alma Support?
3. How to confirm list of vendors to send services page URL when moving from SFX to Alma?
4. What URL should be provided to vendors for the Alma ViewIt window link and the link resolver icon (AKA the Alma equivalent of the SFX OpenURL icon)?
5. Base URL for the Services Page
6. The Alma Link Resolver (video)
7. Configuring the Link Resolver Plugin for checking EBSCOhost Full-Text URLs.
8. Primo and Alma - The Alma Link Resolver
9. Alma Link Resolver, OpenURL, GES, Citation Linker video
10. How to Extract OpenURL from Primo, Alma, and other sources like Google Scholar
11. Configuring the Primo Front End for Alma's Link Resolver
12. Resolving Electronic Resources in the NZ
13. Resolver Proxies
14. Discovery Interface Display Logic
15. Primo and Alma - Discovery interface display logic rules.pptx
16. Discovery Interface Display Logic (Part 1)
17. Discovery Interface Display Logic (Part 2)
18. Discovery Interface Display Logic: Ask the Expert
19. Managing Display Logic Rules When Working with a Network Zone
20. Discovery Interface Display Logic for Related Records.pptx
21. Defining Display Logic Rules at the Campus Level
22. Patron Purchase Request and Display Logic Rule
23. Modifying Display Labels
24. Related records - Discovery Interface Display Logic for Related Records.pptx
    
25. Primo and Alma - How to hide resource sharing request when there is a holding but no item
26. General Electronic Services & Display Logic Rules documentation and video from Orbis Cascade Alliance
27. Adding a General Electronic Service
28. Why is a recently added GES not displaying?
29. View It is limited for 25 Resources
30. How to Report Linking Problems to Ex Libris
31. Configuring CRM contacts
32. Troubleshooting Toolkit (U of Minnesota paper presented at ELUNA 2016 conference)
33. Publishing Electronic Holdings to Google Scholar
34. Publishing Electronic Holdings to Primo Central
35. SFX Target and Alma E-Collections Configuration Guide

Action log