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 | COMPLETE | |
Prep for August Workshops-Policies and Procedures |
| COMPLETE |
Policies, Procedures and Best Practices 1st Draft | | COMPLETE |
Policies, Procedures and Best Practices- Final Draft |
| COMPLETE |
Final Approved Policies, Best Practices and Procedures |
| 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 (Unlicensed) CSUCO/SDLC |
Charge
The task force will decide on the policies, best practices, 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.
Initial 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
2017 Objectives
- How-to list for pre-"Go-Live". Use Ex Libris' list of tasks users should know how to do before going live and adapt for ERM/ACQ Models. Available mid-February.
- P2E recommendations for ERM-specific items. Make recommendations for electronic resources available in both the ILS and link resolver application. Available February.
- Clarify recommendations for e-books. Provide recommendations for the electronic book process for PDA/DDA, single-title orders and e-book collections. Available February.
- Clarify process and procedures for Model 1 & 3 ERM/ACQ handoff. Document recommendations for workflow and processes for Model 1 and 3 electronic resources and acquisitions. Available early March.
- Post-Migration Task and Check lists update and prioritize the tasks on the list. Items will be prioritized as "essential," "recommend" or "optional." Available early May.
Scope
The ERM Task Force will investigate and create policies and best practices for the three models of ERM/Acquisitions for the IZ and NZ. ERM Task Force will also look at the 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 for the Spring 2017:
January 6 2017: ERM Policies refresher and review for Fullerton workshop.
Upcoming Tech Services Open Forum ERM topics for the Fall 2016:
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