Links to different ERM documentation, training videos and references
| WATCH - Essentials | Length |
|---|---|
| Electronic Resources Conceptual Background | 12 min |
| Acquisitions Conceptual Background (watch before Acquisitions Receiving & Activation Workflows) | 11 min |
| Acquisitions Receiving and Activation Workflows (skip to this section -Activation of Electronic Resources) | 26 min |
| Alma Essentials Training Videos: Acquisitions eResources are included in these videos (recommended by ExL to watch before August Workshops) | 95 min total |
| READ - Essentials | |
|---|---|
| Managing e-Resources -recommend watching videos included in online document | |
| All you ever wanted to know about e-resource management in Alma | 28 pp. |
| Shared Bibliographic records in the NZ | |
| Network Zone topology | |
| Working with Electronic Collection Bibliographic Records and URLs Added to the Community Zone | |
| Using Repository Search |
| Recommended | |
|---|---|
| Testing Resource Management Data Migration to Alma -Read section Bibliographic Records for Electronic Materials p14 | 30 pp. |
| Link local electronic collection to CZ electronic collection (video) | |
| Adding Local Database record - good for A&I databases that do not have full text but can be linked to license and vendor record | |
| Contributing to the Community Zone – Electronic Collections of the Database Type | |
E-Acquisitions Workflows and Management in Alma Network Zone | PPT |
| Helpful | |
|---|---|
| The Synchronization of Alma with Primo and Primo Central | |
| Collaborative Networks documents that includes information about icons and indicators for Networks and Institution tabs | |
| Configuration of Display Logic | |
| Creating Local Collection when no e-Resources in CZ | |
| Creating Local Collections in NZ -not part of ECC or Opt-in | |
| Resolving OpenURLs for e-Resources in the Network Zone | |
| University of Rhode Island Alma Tech Services Online Procedures Guide | |
| Configuring License Sections Order -You can define the order in which sections appear in the License Terms tab of the License Term Details page (see Adding a License). The names of the sections are predefined by Alma, so you cannot create new section names, but you can change the order in which they are displayed. | |
| Managing License Terms - You can configure, reorder, and add license terms that you want to appear in the different sections of the License Terms tab on the License Term Details page. SeeManaging Licenses and Amendments. To add License Terms, someone at the library must be certified before the Acquisitions Configuration can be opened up to the library. | |
| Ask the Alma Expert: e-Resources Architecture and Concepts, part 1 (video) | 57 min |
| Ask the Alma Expert: e-Resources Architecture and Concepts, part 2 (video) | 58 min |
| Create Resolver Augmentation -The Alma Link Resolver process that enhances OpenURL metadata with DOI, OAI, and PubMed (managed by NLM) information. | |
| Proxy Resolver - Information on setting up the Proxy configurations in Alma. Ex Libris recommendation: Use "Selective" | |
| Service Labels Example: Full Text Available, Request Item, etc. Labels for the different services in the search results menu. | |
| Tech Services Workflows Each workflow diagram is accompanied by a narrative that describes each step and refers to Ex Libris documentation where appropriate. | |
| Alma Search Result Icons These are the icons that appear next to the records in the Alma Repository search results. | |
| SFX Migration This a page in Confluence that includes information about cleaning up SFX for migration to Alma. |