Page Comparison

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• Overview: Mapping SFX, Verde, Aleph work to Alma

  • Aleph workflow:

    Requests and overall workflow tracked via ERIN

    Descriptive and Acquisitions work

    Bib record: Bring in via OCLC or create, further cataloging work passed along to catalogers when needed

    add holdings

    add order(s)

    process invoices

    Linking:

    When resource live at publisher/provider site, create a urn (ERNIE), put in the Aleph holdings record

    (If new resource, will need to be proxied)

    And/or

    SFX: activate appropriate targets, services, portfolios; configure updates

    update coverage dates and linking information when needed

    Verde:  Record licenses, admin info for publisher sites/platforms, cost share info

    Usage

    UStat – SUSHI and manually downloaded COUNTER reports

    Related automated tasks in metadata management

    EDI

    Order loader

    Batch loading/updating of ebook packages

    Others:

    Activation in Metalib, Primo to make resources visible in library portal

    Maintenance and troubleshooting

    Broken links, access or authentication problems 

    Breaches

    Other technical problems

  • Alma workflow:

    Alma integrates work previously spread across multiple interfaces, products that didn’t talk to each other

    Bibs brought in from external source (e.g., OCLC) or CZ, descriptive work/cataloging in metadata editor

    SFX-like tasks such as activation and updating coverage occurs in Community Zone (CZ)

                    services

                    collections

                    portfolios

    Local collections & portfolios may be created when necessary and linked to CZ at a later date

    License & Acq work - ordering & invoicing, integration with ERIN requests

     

The CZ and creating local collections &

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portfolios when necessary

License & Acq work - ordering & invoicing, integration with ERIN requests

• • order loader
  • EDI
  • 'manual' & ad hoc ordering
• Activation & proxy work
  • testing access/activation at vendor site
    
    • single title ebook/journal
    • batch of ebooks
    • ebook package
    • other examples?
  • default proxy, other proxy options (e.g., Law)
  • services
  • running jobs (?)
• Platform info & tasks
  • finding the 'right' vendor record; vendor types in Alma(?)
  • admin logins - IP ranges, etc
  • usage reports - SUSHI, ad hoc 
• Relationship between CZ and PCI - how work in Alma maps to OPAC display in Hollis
• When are we done, and how do we know?

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