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

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?