LibGuides: ALMA/Primo Training: Electronic Resources

Electronic Resources Learning Objectives

Basics:

Ability to activate E-resources
Ability to create POL/Invoices

Beyond the basics:

Ability to customize POL fields for reporting purposes

Ability to construct a Display Logic Rule
Ability to perform an Overlap Analysis

Electronic Resources Basics

Begin by watching the conceptual video:

Workflow Documentation

Build your knowledge:

Managing E-resources
Includes:

* Adding Group Settings to Electronic Resources

* Managing Electronic Collections

* Managing Local Portfolios

* Activating Electronic Resources

* Managing Patrons’ Access to E-Resources Using the Alma Link Resolver

* Using the Alma Link Resolver Electronic Services Page

* OCLC Number Matching with Alma Link Resolver

* Configuring Dynamic URLs for Electronic Collections and Portfolios
Managing combined print and e-journal subscriptions
E-Collection: Import Bib Profile
Helpful Repository Searches- created by Jessica
PCI Alternative Coverage
Alma E-Collection Configuration Guide
Alma & Primo Interoperability Videos
SFX and ALMA Config Guide

Using reporting codes for analytic purposes

Purchase Line Type (POL type) can not be easily changed. Use caution when selecting this type. If you are consistent this makes pulling Analytics simple. Our campus defined 16 POL types for local use and disabled all other POL types. You can also create POL templates.

We then defined reporting codes within the POL for local use. To identify the creator of the POL and fund category for example.

Enabling/Disabling POL Types
Creating POL Templates

Display Logic Rules

Problem Our library has a subscription to a roughly 50 title Gale database package and the linking became problematic. Ex Libris said they were aware of the problem but no date was available for the fix.

Solution It was suggested we temporarily suppress the Gale links from OneSearch. This was accomplished by using the Alma feature: "display logic rules"

Rule Created

Before Rule is applied After Rule is applied: the Gale links are removed and other access points are displayed.

Ex Libris documentation on Display Logic Rules

Overlap Analysis

Electronic Collection Overlap Analysis Using an Import File

Overlap Analysis Documentation
CSU Wiki Information on Overlap Analysis
Univ. Of Rhode Island Overlap Analysis Procedure

COUNTER/SUSHI

Benefits of Setting up SUSHI

Fairly easy set-up

Built in functionality that captures errors in reports is available

Analytics is quick and easy

Ex Libris COUNTER documentation
Includes all instructions to set-up SUSHI.
Ex Libris SUSHI set-up video
Quick 2 minute demo of creating a SUSHI account in ALMA.
Learn more about COUNTER Reports

Problem	Our library has a subscription to a roughly 50 title Gale database package and the linking became problematic. Ex Libris said they were aware of the problem but no date was available for the fix.
Solution	It was suggested we temporarily suppress the Gale links from OneSearch. This was accomplished by using the Alma feature: "display logic rules"
Rule Created

Before Rule is applied	After Rule is applied: the Gale links are removed and other access points are displayed.

Electronic Collection Overlap Analysis	Using an Import File