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Document status

Status
colourGreen
titleAPPROVED

Area coveredERM
Lead Author

Michelle Swadish (Unlicensed) and Lisa Roberts (Unlicensed)

Co-authorsGreg Yorba
Reviewed and Revised by ERM Committee
Revision Date

Table of Contents

...

    • Resource Management> Manage Inventory>Community Zone Updates Task List

(c)  To save an original copy of the Updates, use the Tools button and click on the Excel link.  This report is a useful reference.

...

      • Portfolios where the global coverage was updated and the library has local coverage (portfolio coverage update report)

        • You will need to determine if you want to remove the local coverage.

      • Any reports with parameter changes/updates and test collections/portfolios to ensure the new linking is working.
    • Reminder about CKB updates: Please note that when an institute portfolio is overridden, the link to the Alma CZ portfolio is severed to prevent changes from Alma CZ overriding the customer changes.
      Therefore this change may not be seen for your institute portfolio and you will need to deactivate it and then re-activate the Alma community zone portfolio."
    (e)  Dismiss the records for which you have accepted the update using Dismiss Selected or Dismiss All (refer to Working with the Community Zone Updates Task List  and CZ-Introduction to working with the Alma CZ and Electronic Resources procedures for more information). The expectation is that the vast majority, if not all, of the entries will be dismissed.

...


Action log


Expand
titleAction Log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 

8/23/2016- ERM Task Force discussed the ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma.


Draft for Shared Resources due September 30th. Send draft to Tech Service Working Group Leads


Rough Draft for Shared Resource policies and procedures

Michelle Swadish (Unlicensed)

 

9/30/16-rough draft completed

ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads


 

 ERM Task Force met to discuss policies and procedures


Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group.


 

 Link to the drafts were sent out to the Tech Services Working Group

ERM Task Force will go over the feedback received from the ULMS Team and the Tech Services Working Group. Meet with other TS Working Groups to discuss overlap of policies and procedures. ERM Task Force will meet  

Final "live" Draft for Shared Resources is due

 

Final drafts for policies is December 9th. All policies for all task forces are due this date.
ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads

 

Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date