How-to check list for ERM tasks

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.

Contact ERM Task Force if there any questions.

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 Fullerton Workshop
Add a local e-resource portfolio Remove a local e-resource portfolio How to link local portfolio to CZ	Ex Libris documentation on adding a local portfolio Ex Libris documentatioon on removing a local portfolio Ex Libris documentation link local portfolio to CZ
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 Tech Services Documentation recommendations	Fullerton Workshop Tech Services video recommendations
Model 3 procedures- mainly for IZ ACQ tasks for Opt-in resources. The e-collection will be maintain in the NZ and the acquisitions process will be maintained by the library in the IZ.	Procedures for Model 3 ERM and ACQ processes	Fullerton Workshop Begin recording at: Day 1, Section 3, Part 1, Minute 12:00
Working with the CZ and electronic resources	Introduction to working with the CZ and electronic resources
Working with Descriptive Records (Database-level records)	Alma CZ Descriptive Records Provider-Neutral/Descriptive Records policy