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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6. The History tab contains the history of saved changes to electronic resource (collections, services, portfolios). Each update includes: date of change, operator, and the changed field (with its old and new values).
Watch this 4 min. video to learn more.
7. Please review the Best Practices and FAQ for Shared e-Resources (ECC and Opt In).
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