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.
| Tasks | Documentation | Webinars and Videos |
|---|---|---|
| Activate an e-resource portfolio | Ex Libris documentation on activating e-resources | |
| Activate an e-resource collection | Ex Libris documentation on activating an electronic collection | Ex Libris Webinars for activating e-collections |
| Add a local e-resource portfolio | Ex Libris documentation on adding a local e-resource portfolio | |
| Add a local e-resource collection | Ex Libris documentation on adding a local electronic collection. See also CSU-led Alma webinars ERM section for documents related by SDSU | Ex Libris short video. SDSU presentation creating local e-collection and CSU Office Hours |
| Manage the process of e-acquisitions (licensing and test access) | Ex Libris documentation on associated a license with a portfolio | |
Model 3 procedures- mainly for IZ ACQ tasks E-collections will be maintained by CO in NZ | Procedures for Model 3 ERM and ACQ processes | |