| Goals | Documentation | Complete By | Status Report |
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| ERM Known Issues | These are the issues reported for electronic collections in Alma. This is an ongoing list of issues, some have been resolved or will be resolved this year. Some issues were initially reported in different case numbers but have been determined to be the same issue so those cases have been combined. Some of these ERM issues may have an affect on Primo searches and linking to full text. | | |
| Basecamp Q&A | Questions collected from posts in Basecamp that have been answered by Ex Libris staff. | |
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| Slack Channel for Electronic Resources-please submit any questions about migrating e-collections to Alma or setting up e-collections in Alma. | Channel name on Slack is #electronic_resources | |
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| P2E Recommendations specific for e-journals and e-books not in SFX. *Use for migration forms | List of recommendations for ERM related items in the P2E form | | |
| SFX: Preparing for migration to Alma. List of dates for extracting SFX data for each group. Also a list of recommended pre-migration tasks. *Includes SFX freeze dates. | List of recommendations and migration dates for SFX. See Task and Check Lists for post-migration tasks for Electronic Resources migrated from SFX to Alma. | | |
| How-to list for ERM tasks. List can be used to help with ExL Health Check List. If a library checks "no" to readiness for an ERM task, we want to help direct them to the appropriate documentation, webinars and ERM Task Force procedures and best practices. ExL would like the 1st draft of their Health Check List on February 15, 2017. *Next Health Check List is due to ExL April 15th. Use for migration forms. | List of pre Go-Live ERM tasks individuals should know how to do. Also includes a link to the Model 3 (Opt-in resources) from the Fullerton Workshop. | | |
| E-book recommendations for migration and future activation. | Clarification of e-book collections -using the CZ for these collections | | |
| Model 1 Procedures for ERM/ACQ. Workflow chart for ERM/ACQ - displays general workflow of ordering and activating electronic resources. | General workflow for Model 1 of ERM and ACQ processes. Procedures for activating locally subscribed electronic resources (Model 1) | | |
| Single e-book & e-journal purchases: Collaborate with Catalog Task Force on cataloging procedures for single purchase e-books and e-journals | Policy for e-book collections and vendor-provided bib records. | | |
| E-book records from the vendor: Collaborate with Catalog Task Force on policy and procedures for using MARC records for e-books from the vendor | Catalog Task Force and the ERM Task Force created policy for e-book collections and vendor-provided bib records. | | |
| Post-Migration Task and Check Lists | Task and Check lists. These are the lists libraries should use to check on their electronic resources after the migration from SFX or SS to Alma. | | |
| NZ Vendor records | SDLC/CO is creating vendor records in the NZ for the ECC and Opt-in e-collections. | | |
| Procedures for Models 2 & 3 for SDLC/CO | Procedures for activating and maintaining ECC and Opt-in resources. | | |