This document addresses best practices for openURL, proxy, and Discovery Interface Display Logic (General Electronic Services, Related Records, Display Logic Rules) primarily in the IZ. Many of these tasks were managed in SFX. In Alma, they are managed in the Fulfillment Configuration Menu. The document SFX to Alma Migration Guide may be helpful in understanding services done in SFX and the equivalent functionality in the Alma/Primo solution. ER staff may need to consult with Systems, Fulfillment as well as Discovery to set up and maintain the processes described in this best practice document. Most of these functions should be set up prior to going live.
Policy Statement
This relates to the management of electronic resources for each CSU IZ using Model 1 (the local acquisition, licensing and e-resource management by the individual libraries.The openURL, proxy, and Discovery Interface Display Logic are driving forces behind display and access of electronic resources. It is essential to have recommendations and best practices that allow us to customize and maximize the system for the benefit of staff and library users.
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Alma's UResolver complies with 0.1 and 1.0 OpenURL (Sept 2016). The goal of the Alma Link Resolver is to provide patrons access to electronic resources that they have identified using OpenURL-compliant discovery tools such as Google Scholar, PubMed, Primo, etc.
As a link resolver, Alma provides services for searches performed in sources other than Alma. Alma’s link resolver uses the Services Page view (which is defined in Primo) in order to display these services.
Each CSU is responsible for contacting vendors or updating admin modules with the Alma link resolver and icon prior to going live. Note:This Ex Libris documentexplains the process of running a report in SFX to create a vendor list to send the new services page URL when moving from SFX to Alma.
The CO will put in place temporary redirects from SFX to the Alma link resolver as campuses go live, so if you don't update all of your vendors by go-live, your users won't get stuck.
The Link Resolver Base URL consists of the following parameters: http://<primo_fe_server_url:port>/openurl/<primo_institution_code>/<primo_services_page_view_code.Note: We do not use a "port" in our URL syntax. To get your base URL, go to the Primo Back Office and navigate to Primo Home>Ongoing Configuration Wizards>Institution Wizard. Copy and paste the Services Page URL. This same URL is also available in Alma by navigating to General Config menu > General Config > Other settings > Primo service page url.
The Alma resolver augmentation function is a component of the Alma Link Resolver process that enhances OpenURL metadata with DOI, OAI, and PubMed information. We recommendthat you implement this, a one time only task. LookunderGeneral Configuration > Integration Profiles > Add Integration Profile. Note: Ask Jessica at CO for CrossRefdetails.
Alma supports the ability to check the validity of the full-text URL before presenting it to the end user through the View It services menu. This functionality is only available for EBSCOhost – The EBSCO Link Resolver Plugin. In an NZ environment, the Link Resolver Plugin integration profile must be created for the network institution and for all the member institutions. We recommend that you agree to let Jessica implement this plugin for you.
If you need to provide an openURL when submitting support cases, this Ex Libris document (How to Extract OpenURL) explains how to extract an openURL from Primo, Alma and Google Scholar.
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Integration profiles list page can be found: Configuration Menu >General >External Systems > Integration Profiles, clickAdd Integration Profile.
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
Christine Holmes
Rough draft
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 Drafts were sent out to the Tech Services Working Group
ERM Task Force will go over the feedback received from the ULMS IMP 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