Project Owner: Jessica Hartwigsen, Co-Chair & Stacy Magedanz, Co-Chair
Report NZ ERM issues using this form.
Overall Status
| Status | ||||
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Major Milestones
| Stage | Complete By | Status | ERM Task Force formed | |||||||||||||
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| Electronic Resources Slack Channel and ERM List Serv |
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| E-book recommendation for Test load | |||||||||||||
| P2E Recommendations |
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| Complete | Post-migration Task List |
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| SFX Readiness recommendations |
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| How- | migration Check Listto List for pre-Go Live |
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| Clarify e-book | recommendations for final migration05 MayRecommendations |
| Prep for August Workshops-Policies and Procedures |
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| Clarify processes and procedures for Model 1 & 3 ERM/ACQ handoff -Chart for E-resources and Acquisitions workflow |
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| Procedures for Electronic Resources (IZ)- 1st Draft | |||||||||||||
| SDLC/CO processes and procedures for ECC/Opt-in e-collections |
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| BlueProcedures for Electronic Resources (IZ)- Final Draft |
| In Progress |
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| Final Approved Policies, Best Practices and Procedures |
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| Final post-migration Task List |
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| BlueProcedures for ECC/Opt-in e-collections (Shared Acquisitions)(NZ & IZ)- 1st Draft |
| In Progress |
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| Final post-migration Check List |
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| NZ vendor records |
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| Blue
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| ERM Knows Issues |
| In Progress |
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| 2016 Milestones Completed | ||||||||||||||||
| Policies, Procedures and Best Practices- Final Draft | 02 |
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| Policies, Procedures and Best Practices 1st Draft |
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| Blue
| In Progress
| Procedures for Acquiring New eResources (IZ)- Final Draft | |||||||||||
| Prep for August Workshops-Policies and Procedures |
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| Licenses- Recommendations(NZ & IZ)-1st Draft | |||||||||||||
| E-book recommendations for final migration |
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| Blue
| In Progress
| Licenses- Recommendations (NZ & IZ)-Final Draft | 02 Dec|||||||||||
| Post-migration Check List |
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| Post-migration Task List | 05
| Final post-migration Check List |
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| e-book recommendation for Test load |
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| ERM Task Force formed |
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Project Team
| Role | Name | ||
|---|---|---|---|
| Project Leads | Jessica Hartwigsen CSUCO Stacy Magedanz CSUSB | ||
| Team Members | Christopher Bulock CSUN Christine Holmes SJSU Lisa Roberts (Unlicensed) CSUS Michelle Swadish (Unlicensed) CSUF Ying Liu (Unlicensed) CSUCO/SDLC | ||
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-resources
- Create Policies, Procedures and Best Practices for e-resources
- Make recommendations for migrating e-books/e-book packages/streaming audio/video
2017 Objectives
- 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 look at Force will investigate and create policies and best practices for the three models of ERM/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.
Related Activities
Notes from ERM breakout session in Fresno, March 22, 2016
Resources
| Other libraries and Consortia Resources | |
|---|---|
| Orbis Cascade: | Technical Services: https://www.orbiscascade.org/technical-services-documentation/ |
| E-Resources/E-Books: https://www.orbiscascade.org/electronic-resources-documentation | |
| Non-Serial Electronic Resources in Alma: https://www.orbiscascade.org/non-serial-electronic-resources-in-alma/ | |
| University of Rhode Island: | Technical Services: https://sites.google.com/a/uri.edu/librarytechserv/ |
| E-Resources: https://sites.google.com/a/uri.edu/librarytechserv/home/eresources | |
| E-Resource Setup Checklist: https://sites.google.com/a/uri.edu/librarytechserv/home/eresources/eresources_checklist | |
| University of Minnesota: | Troubleshooting Toolkit -presented at ELUNA: https://docs.google.com/document/d/1VTgvmyF5OjTjIFgKv8z7Ww5H1EPCQ_F0gdDkXQjzA_k/edit |
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 2829: 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