2017 ERM Goals and Objectives

Contact ERM Task Force if there are any questions about pre-migration or post-migration of electronic collections.

GoalsDocumentationComplete ByStatus Report
ERM Known IssuesThese are the issues reported for electronic collections in Alma. This is an ongoing list of issues, some have been resolved or will be resolved this year. Some issues were initially reported in different case numbers but have been determined to be the same issue so those cases have been combined. Some of these ERM issues may have an affect on Primo searches and linking to full text.

ONGOING

Basecamp Q&AQuestions collected from posts in Basecamp that have been answered by Ex Libris staff.

ONGOING


Chancellor's Office Legacy Systems: SFX and XerxesInformation about the future of the CO legacy systems, SFX & Xerxes.

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

 


P2E Recommendations specific for e-journals and e-books not in SFX. *Use for migration formsList 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. *Includes SFX freeze dates.List of recommendations and migration dates for SFX. See Task and Check Lists for post-migration tasks for Electronic Resources migrated from SFX to Alma.

COMPLETE

 

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. *Next Health Check List is due to ExL April 15th. Use for migration forms.List of pre Go-Live ERM tasks individuals should know how to do. Also includes a link to the Model 3 (Opt-in resources) from the Fullerton Workshop.

COMPLETE

E-book recommendations for migration and future activation.Clarification of e-book collections using the CZ for these collections. List of shared ebook collections in SFX and what they are labeled in Alma.

COMPLETE

 

Model 1 Procedures for ERM/ACQ. Workflow chart for ERM/ACQ - displays general workflow of ordering and activating electronic resources.

General workflow for Model 1 of ERM and ACQ processes.

Procedures for activating locally subscribed electronic resources (Model 1)

COMPLETE 

Single e-book & e-journal purchases: Collaborate with Catalog Task Force on cataloging procedures for single purchase e-books and e-journalsPolicy for e-book collections and vendor-provided bib records.

COMPLETE 

E-book records from the vendor: Collaborate with Catalog Task Force on policy and procedures for using MARC records for e-books from the vendorCatalog Task Force and the ERM Task Force created policy for e-book collections and vendor-provided bib records.

COMPLETE

Post-Migration Task and Check ListsTask 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.

COMPLETE

 

NZ Vendor recordsSDLC/CO is creating vendor records in the NZ for the ECC and Opt-in e-collections.

 

Procedures for Models 2 & 3 for SDLC/COProcedures for activating and maintaining ECC and Opt-in resources.