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 |
Policies, Procedures and Best Practices 1st Draft | | IN PROGRESS |
| Policies, Procedures and Best Practices- 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
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 29: 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