Charge
The task force will decide on the policies, best practices and , critical functions needed for day-1 go-live for electronic resources in Alma. This will include ECC/Opt-in and locally subscribed e-collections and e-books.
Initial Goals
- Create Post-Migration check lists for e-
resourcse- resources
- Create Policies, Procedures and Best Practices for e-resources
- Make recommendations for migrating e-books/e-book packages/streaming audio/video
- Known ERM Issues will be tracked and updated. These are known issues for the electronic resources, mainly in the NZ, that have been reported to ExL.
- How-to list for pre-"Go-Live". Use Ex Libris' list of tasks users should know how to do before going live and adapt for ERM/ACQ Models.
- P2E recommendations for ERM-specific items. Make recommendations for electronic resources available in both the ILS and link resolver application.
- Clarify recommendations for e-books. Provide recommendations for the electronic book process for PDA/DDA, single-title orders and e-book collections, which includes recommendations for P2E.
- Work with Catalog Task Force for procedures for cataloging individual e-books and e-journals, single subscription titles.
- Clarify processes and procedures for Model 1 & 3 ERM/ACQ handoff. Document recommendations for workflow and processes for Model 1 and 3 electronic resources and acquisitions. Organize the policies and procedures.
- Create chart for electronic resource management and acquisitions to clarify workflow of certain tasks involved in the ERM/ACQ Models.
- Post-Migration Task and Check lists update and prioritize the tasks on the list. Items will be prioritized as "essential," "recommend" or "optional."
- SDLC/CO processes and procedures for ECC/Opt-in e-collections. Work with SDLC to create processes about Model 2 and 3 and integrating current SDLC procedures into Alma, including renewals. Possible replacement for Coded Memos.
- Create Slack channel for Electronic Resources (#electronic_resources) for questions or comments about ERM process and procedures. Promote the use of Slack channel for use by libraries to share local processes for electronic collections, e-journals and e-books.
- Create vendors records for the NZ ECC and Opt-in e-collections.
Scope
The ERM Task Force will investigate and create policies and best practices for the three models of ERM Task force will /Acquisitions for the IZ and NZ. ERM Task Force will also look at the e-books packages in the CZ, the OCLC records for e-books, and vendor records and offer recommendations for the libraries. The Task Force will also investigate different documentation from current Alma customers to create a list of best practices for activating new e-resources. The Task Force will also investigate adding database-only records in the IZ and NZ.
Notes from ERM breakout session in Fresno, March 22, 2016
Basecamp Q&A
Resources
Alma ERM Resources
Upcoming Tech Services Open Forum ERM Topics for the Spring 2017:
January 6 2017: ERM Policies refresher and review for Fullerton workshop.
Upcoming Tech Services Open Forum ERM topics for the Fall 2016:
September 8: SFX Refresher and preview of Alma NZ admin
September 29: E-book discussion paper
October 13: ERM policy, procedures and best practices rough drafts
December 8: Present "Live" ERM policy, procedures and best practices documents