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. Look for These are the ERM TF items to see what should be done before migrationtasks 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.
Contact ERM Task Force if there any questions.
Tasks | Documentation | Webinars and Videos |
---|---|---|
Activate an e-resource portfolio | ||
Activate an e-resource collection | ||
Add a local e-resource portfolio Remove a local e-resource portfolio How to link local portfolio to CZ |
Add a local e-resource collection |
| |
Manage the process of e-acquisitions (licensing and test access) |
Model 3 procedures- mainly for IZ ACQ tasks for Opt-in resources. The e-collection will be maintain in the NZ and the acquisitions process will be maintained by the library in the IZ. |
| |
Working with the CZ and electronic resources | ||
Working with Descriptive Records (Database-level records) | ||