ERM Best Practices, Policies and Procedures OUTLINE
Reviewed and Revised by ERM Committee | |
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Revision Date |
Tech Services Electronic Resources Best Practices
(Outline was used to complete best practices and procedures for ERM)
Electronic resources selection and activation (separate into two separate documents) -Shared resources also separate document
Choosing e-collection that matches vendor subscription
Activating the new e-collection
Update e-collection with vendor title lists
Service settings
Each CSU is responsible for SFX L/P for possible manual L/P
Proxy settings
Migration and Proxy Configuration post-migration
Proxy settings and instructions after go-live
CrossRef
you can set up the CrossRef credentials under General Configuration > Integration Profiles > Add Integration Profile. You create a new Integration Profile with the Integration Type “Resolver Augmentation
Sharing an Opt-in e-collection in the NZ
Activating and setup -https://docs.google.com/document/d/1VTgvmyF5OjTjIFgKv8z7Ww5H1EPCQ_F0gdDkXQjzA_k/edit
When to choose Opt-in
Does it match campus’ subscription
Use both Opt-in in NZ and local e-collection in IZ
Involves set up of Group Settings in NZ Admin
Creating local collections for e-resources that are not ECC/Opt-in but multiple libraries subscribe in NZ
Guidelines for creating
Removing e-collections
How does this impact ACQ
Activating individual e-packages (journal titles)
Deleting e-packages
Adding Database-ONLY bib records
Have to be manually added or migrated via P2E from ILS
Use database-level record from Alma e-collection record
need decision on shared database-level records for full text e-resources
will add database-level records to NZ post-migration for non-fulltext shared e-resources-can be used to attach order records
Updating active portfolios
Change coverage dates
Write internal note when updates made to title
When updated and why local change was applied
Best Practices for using upload file to manually activate/update portfolios
Add local portfolios
Add to IZ & link to CZ if possible
Best practices for Saved Search Queries
Electronic books -see Confluence wiki for more information on e-books http://tinyurl.com/jpwerf7 and draft for more information http://tinyurl.com/z7enkbe
Recommendations
Choosing CZ e-collection records, OCLC/Vendors records
Activation
Activating and updating CZ
Creating collection using OCLC/Vendor records
Display Logic and GES (work with Systems/Access Services)
Discovery some common display logic used by libraries
Suggest GES-(similar to Target Precedence in SFX)
Google Scholar getWebSearch???? Can this be set up in Alma
Service Labels (Full Text Available…)
Currently a bug in the e-collection service to change label-can only change label for services, not individual collection service label
Change Full Text Available to Online Access Available???
OpenURL set up (work with Discovery)
Related to troubleshooting best practices but this is the setup of the OpenURL which involves Primo
Creating permalinks
Public Service name -what label should be used for Full Text Available service label - appears in Primo but set up in Alma
Troubleshooting linking issues (combine with #4 and #3)
Include some basic tips for troubleshooting errors-bad links/bad citations/incorrect metadata
Who should error or issue be sent to
Tech Services, Systems, Discovery, Access Services
Create mapping-maybe ask Mallory for workflow help?
Ex Libris documenation: http://tinyurl.com/h6sawzk
Minnesota Toolkit: https://docs.google.com/document/d/1VTgvmyF5OjTjIFgKv8z7Ww5H1EPCQ_F0gdDkXQjzA_k/edit
Licenses (work with Acq Task Force and 360 Migration Project)*maybe start with updating licenses and adding new licenses
Recommend fields for setting up licenses
Map to SDLC licenses-where to find the information needed in the licenses
Collection Development ???
- CSU have something in place such as EAR???