E-resources 1 - Class Materials and Script

Handouts, resources and display documents

Pre-reading and reference documents

ERIN Application reference
Licenses reference
Usage Statistics in Alma reference
Vendor information for e-resources processes reference
Introduction to the Community Zone pre-reading

Outline and Links to related documentation

Outline	Links to related documentation
Introduction to the Community Zone (CZ)	Introduction to the Community Zone
Ordering and activation of one-time ebooks	Ordering and activation of One-Time eBooks via GOBI
Ordering and activating an e-journal subscription	Ordering and Activating an E-Journal Subscription
Ordering electronic collections	Ordering Electronic Collections
Creating a local electronic collection or database	Creating a Local Electronic Collection or Database
Creating a local electronic portfolio	Creating a Local Electronic Portfolio
Linking and Full text service activation

Script

Introduction

Welcome to eResources 1. My name is ..... and our facilitator/s in this class is/are... .

This class covers (ADD BRIEF OVERVIEW OF CONTENTS). It builds on what you learned in Search and Sets and (OTHER PRE-REQS). As we work, you can follow along with me as I demonstrate, or wait until each practice break to try it yourself.

A few notes:

Alma went live on July 3rd and, as expected, we're learning new things about it as staff work with real data in the system. Everyone is continuing to learn Alma, and will have the support they need to do so.
We are training on the tool of Alma, and while there is usually more than one way to do anything in Alma, we will show you one verified or preferred way to do tasks. Once you've learned the best practice, we encourage staff to discuss local procedures and workflows in your units.
We also encourage everyone to come together in Learning Circles - either cross-functional within units or on the same functions across units - to discuss how the implementation is going and how the new features and workflows in Alma might change work at Harvard.
Please continue to use the LTS Alma Support form to ask questions and report issues with Alma data, workflows, or roles & permissions. Asking these questions, and working groups providing answers, is an important part of everyone learning more about Alma. You can find the link in the Notifications widget in Alma, along with the link to Alma documentation on the LTS wiki.
You have a 1-page handout that contains a link to the Alma sandbox, the wiki page for this class, and a few other useful links. (If there are other handouts, describe them.) The script and all materials for this class are available to review on the wiki, and will continue to be updated with any changes in procedures.

Some quick logistics information:

The nearest bathrooms & water supply are:
- Lamont rooms: Restrooms are gendered by floor. Lamont 310 is on a men's room floor, Lamont B-30 is on a women's room floor.
- 90 Mt Auburn: Two restrooms are on the opposite side of the building on the basement level, water is in the kitchenette and in a fountain by the restrooms
- 625 Mass Ave: Restrooms are at the opposite end of the building on the 3rd floor, by the water fountain
Please ask questions when they come up; I will also pause between sections for questions and to make sure things are clear.

Let's start by introducing ourselves. (Go around the room and ask everyone to share their name, library/unit, and how this class relates to their work.)

Now, if you haven't already, please log in to Alma.

Notes/Outline:

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 & 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?