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| Reviewed and Revised by ERM Committee | |
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Reporting Problems
IZ:
Before opening a SalesForce case, please email the ERM Task Force or discuss on Slack. Together, we can address your questions and advise next steps.
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- 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.
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.- 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. Tasks include: Run Incomplete Activation, enable IP ranges, Elsevier Auto Update, CCI Get It Now, EBSCO Link Resolver Plug In, etc. 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
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- Troubleshooting Toolkit (U of Minnesota paper presented at ELUNA 2016 conference)
- 2017 Eluna Technical seminar - Alma Troubleshooting Electronic Resources
- What's wrong with this link? - Alma/Primo from 2017 Eluna Technical Seminar
- How do I request a Support Portal Login for a new staff member?
- How to Report full text linking problems to Ex Libris
- What Are the Common Causes of Full Text linking Problems, and How Can Linking Be Improved?
- Configuring CRM contacts
- How can I request new collection and data to be added to the Alma Community Zone and Primo Central?
- What is &exception=noDOI in object portfolio parse param?
- Electronic collection is deactivated but cannot be activated
- What is the difference between Remove and Delete for portfolios in the Electronic Services editor?
- Why a package is not active after P2E
- Portfolios in a local package triggers this error message: "Some error occurred while retrieving services"
- Unable to click the "unassigned of the e-resource task activation task list
- Inactive electronic collection published to Primo
- How to extract OpenURL from a Primo Central / Alma record?
- How to create a "Report a Problem" link to be included in the "Get It" or "View It" menus, including the OpenURL?
- How to format a URL in a General Electronic Services (GES) which will send an email?
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