Contact ERM Task Force if there are any questions about pre-migration or post-migration of electronic collections.
| Goals | Documentation | Complete By | Status Report |
|---|---|---|---|
| Slack Channel for Electronic Resources-please submit any questions about migrating e-collections to Alma or setting up e-collections in Alma. | Channel name on Slack is #electronic_resources | COMPLETE
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| P2E Recommendations specific for e-journals and e-books not in SFX. | List of recommendations for ERM related items in the P2E form | COMPLETE | |
| SFX: Preparing for migration to Alma. List of dates for extracting SFX data for each group. Also a list of recommended pre-migration tasks. | List of recommendations and migration dates for SFX. | COMPLETE
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| How-to list for ERM tasks. List can be used to help with ExL Health Check List. If a library checks "no" to readiness for an ERM task, we want to help direct them to the appropriate documentation, webinars and ERM Task Force procedures and best practices. ExL would like the 1st draft of their Health Check List on February 15, 2017. | List of pre Go-Live ERM tasks individuals should know how to do. | COMPLETE | |
| Clarify e-book recommendations for migration and future activation. | Clarification of single e-book purchases and procedures for e-books |
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| Model 1 Procedures for ERM/ACQ | Suggestions for combined ERM/ACQ ordering and activating an e-collection Create a sample workflow for ERM and ACQ tasks, help those area |
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| Collaborate with Catalog Task Force on cataloging procedures for single purchase e-books and e-journals | (Link to CAT TF policy/procedures) |
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| Collaborate with Catalog Task Force on policy and procedures for using MARC records for e-books from the vendor | Catalog Task Force creating policy and procedures for loading MARC records for e-books from a vendor, i.e. Safari. Input from ERM Task Force. | ||
| Workflow chart for ERM/ACQ - describe processes ordering and activating an e-collection | Workflow chart of ERM and ACQ processes. | TDB | |
| Post-Migration Task and Check Lists | Task and Check lists. These are the lists libraries should use to check on their electronic resources after the migration from SFX or SS to Alma. |
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| NZ Vendor records | SDLC/CO is creating vendor records in the NZ for the ECC and Opt-in e-collections. |
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| Procedures for Models 2 & 3 for SDLC/CO | Procedures for activating and maintaining ECC and Opt-in resources. |
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