Page Comparison

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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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Direct Linking says:  if only one fulltext service available, then take the user directly to the fulltext.  Specific instructions to enable this function are available in the Discovery Interface Display Logic document.  Here is one forum thread arguing against using direct linking .  Alma Product Management plans to implement improvements for when direct linking does not work (Sept 2016).  We recommend that this service is at the discretion of each campus.

Troubleshooting

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Have you done the following tasks:

1. 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).

        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 CZ 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.

      2. 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.

      3. 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.

      4.  Back Up Files

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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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If you have questions or comments after reviewing this section, please contact the ERM Task Force.

1.  How-to check list for ERM tasks - 

   This is a list of tasks individuals activating and maintaining electronic resources should know how to do before "Go-Live" in Alma.  Also, there are Pre "Go-Live" tasks to prepare data being migrated.  These are the ERM TF tasks that users should have knowledge about before going live with Alma.  There are other Pre Go-Live tasks for Primo and Alma from the ULMS Implementation Team.
   
   

2. ERM Post-Migration Check List -
   
   This checklist is for items and settings for e-resources that migrate from SFX.  Check if the item migrated and if it migrated correctly. Also are items that need to be set up post-migration.  List can be used by Serial Solutions libraries to check e-collection functionality. Help available in References column.  The task has a priority of ESSENTIAL, RECOMMENDED or OPTIONAL.  If there are any issues with an e-collection or tech services settings, check ERM Known Issues to see if the issue has been reported to ExL.
   
   

3. ERM Post-Migration Task List -
   
   This list is for items that are known to NOT migrate from SFX to Alma and may need to be set up post-migration.  Included is a list of possible tasks Tech Services will have to complete post-migration. The list is similar to the tasks found in SFX.  Also the tasks will help ensure e-resources are functioning correctly in Alma.  Help for each task is available in References column.  The task has a priority of ESSENTIAL, RECOMMENDED or OPTIONAL.  If there are any issues with an e-collection or tech services settings, check ERM Known Issues to see if the issue has been reported to ExL
   
   

Procedures/Documentation in Alma

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