Project Owner: Jessica Hartwigsen, Co-Chair
Overall Status
IN PROGRESS
Major Milestones
| Stage | Complete By | Status |
|---|---|---|
| ERM Task Force formed | COMPLETE | |
| E-book recommendation for Test load | COMPLETE | |
Post-migration Task List |
| COMPLETE |
Post-migration Check List | COMPLETE | |
E-book recommendations for final migration | ||
| Prep for August Workshops-Policies and Procedures |
| COMPLETE |
Procedures for Electronic Resources (IZ)- 1st Draft | | IN PROGRESS |
| Procedures for Electronic Resources (IZ)- Final Draft |
| IN PROGRESS |
Procedures for ECC/Opt-in e-collections (Shared Acquisitions)(NZ & IZ)- 1st Draft |
| IN PROGRESS |
Procedures for ECC/Opt-in e-collections (Shared Acquisitions)(NZ & IZ)-Final Draft |
| IN PROGRESS |
Procedures for Acquiring New eResources (IZ)- 1st Draft |
| IN PROGRESS |
Procedures for Acquiring New eResources (IZ)- Final Draft |
| IN PROGRESS |
| Licenses- Recommendations(NZ & IZ)-1st Draft |
| IN PROGRESS |
| Licenses- Recommendations (NZ & IZ)-Final Draft |
| IN PROGRESS |
| Final post-migration Task List |
| |
| Final post-migration Check List |
|
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 CSUCO/SDLC |
Charge
The task force will decide on the 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.
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
Scope
ERM Task force will look at 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
Policy, Procedures and Best Practices format
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:
September 8: SFX Refresher and preview of Alma NZ admin
September 28: E-book discussion paper
October 13: ERM policy, procedures and best practices rough drafts
December 8: Present ERM policy, procedures and best practices documents