Contact ERM Task Force if there are any questions about pre-migration or post-migration of electronic collections.
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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Chancellor's Office Legacy Systems: SFX and Xerxes | Information about the future of the CO legacy systems, SFX & Xerxes. |
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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 | |
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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. | | |
Clarify eClarification of single e-book purchases and procedures for e-books | | Work with Catalog Task Force on cataloging procedures for single purchase e-books and e-journals | (Link to CAT TF policy/procedures) | | February 3rd Report |
Suggestions combined ERM/ACQ - displays general workflow of ordering and activating |
an e-collection Create a sample tasks, help those areaTDB Workflows for ERM/ACQ - describe processes ordering and activating an e-collection | Workflow chart of ERM and ACQ processes. |