Electronic Resource Management

Overview

Manage Electronic Resources efficiently, leveraging Community Zone services, community collaborations, and integration with providers.

Roadmap

2023 H1	2023 H2	2024
Community Zone Future Update Alerts Automatically Deactivate/Activate Portfolios on a Defined Date Proquest Ebook Central Upload Electronic Holdings - Addition of "Public Access Model" information.	Expiry Date Option for the "Service Temporarily Unavailable" Message Overlap Analysis - Expand Tool to Include Physical Titles Overlap Analysis - Usage indication for Existing Electronic Resources Automatic Upload of Electronic Holdings - Project Muse	Electronic Titles Staff Search - Enhanced UX Electronic Resource Collection and Portfolio Search - Enhanced UX

2023 H1

Community Zone Future Update Alerts

What’s New	Highlights	Impact
Planned future Community Zone operations and activities (such as the deletion of an electronic collection) will be reported to users from within Alma. This is an addition to the existing communication which is sent to customers via the Community Zone release notes.	The "Community Zone Update Task List" page will expose planned updates to Community Zone resources.	This will simplify the way users receive updates regarding planned activities, and will provide users with the ability to best track and prepare for such updates.

What’s New

Highlights

Impact

Planned future Community Zone operations and activities (such as the deletion of an electronic collection) will be reported to users from within Alma.

This is an addition to the existing communication which is sent to customers via the Community Zone release notes.

The "Community Zone Update Task List" page will expose planned updates to Community Zone resources.

This will simplify the way users receive updates regarding planned activities, and will provide users with the ability to best track and prepare for such updates.

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Automatically Deactivate/Activate Portfolios on a Defined Date

What’s New	Highlights	Impact
Customers will be able to define activation/deactivation dates on the level of portfolios.	Dedicated parameters on the portfolio will provide the user with the ability to: Define activation/deactivation dates at the level of portfolios. An automated job will Activate/Deactivate portfolios on the date defined.	The ability to set automated controls regarding the date when a portfolio will be activated/deactivated will improve efficiency and save valuable time. Additionally, this enhancement improves the patron experience as it minimizes the chance of displaying an electronic resource as available when it is not.

What’s New

Highlights

Impact

Customers will be able to define activation/deactivation dates on the level of portfolios.

Dedicated parameters on the portfolio will provide the user with the ability to:

Define activation/deactivation dates at the level of portfolios.
An automated job will Activate/Deactivate portfolios on the date defined.

The ability to set automated controls regarding the date when a portfolio will be activated/deactivated will improve efficiency and save valuable time.

Additionally, this enhancement improves the patron experience as it minimizes the chance of displaying an electronic resource as available when it is not.

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Proquest Ebook Central Upload Electronic Holdings - Addition of "Public Access Model" information

What’s New	Highlights	Impact
Proquest Ebook Central Upload Electronic Holdings integration will include information regarding the Access Model associated with the electronic resources.	The Public Access Model field within the Electronic Portfolio editing screen will reflect aggregated information regarding the portfolio's Access model, as was defined when purchased in the Ebook Central platform.	The user will no longer need to access the Ebook Central platform to find this information. If desired, libraries can have this information reflected in Primo.

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2023 H2

Expiry Date Option for the "Service Temporarily Unavailable" Message

What’s New	Highlights	Impact
A new field Display unavailable message until date will be added to the Electronic Service editing page.	This new field will enable the user to set a date for when the Service temporarily unavailable message will expire and will no longer display in the "View it" of the resource.	The user will no longer need to remember and proactively move the Display temporarily unavailable message back to "No". Additionally, this enhancement improves the patron experience as it minimizes the chance of mistakenly displaying the unavailable message when the service is back and available.

What’s New

Highlights

Impact

A new field Display unavailable message until date will be added to the Electronic Service editing page.

This new field will enable the user to set a date for when the Service temporarily unavailable message will expire and will no longer display in the "View it" of the resource.

The user will no longer need to remember and proactively move the Display temporarily unavailable message back to "No".

Additionally, this enhancement improves the patron experience as it minimizes the chance of mistakenly displaying the unavailable message when the service is back and available.

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Overlap Analysis - Expand Tool to Include Physical Titles

What’s New	Highlights	Impact
The Overlap Analysis Tool will be expanded to include print titles.	Upload a list of titles to see if they exist in the catalog, either in electronic or print format.	Help libraries make purchasing decisions and assist with budget savings. Save the library the need to generate multiple reports to identify the overlap between print and electronic resources and assist with the weeding process, for example, prioritize electronic over physical resources.

What’s New

Highlights

Impact

The Overlap Analysis Tool will be expanded to include print titles.

Upload a list of titles to see if they exist in the catalog, either in electronic or print format.

Help libraries make purchasing decisions and assist with budget savings.

Save the library the need to generate multiple reports to identify the overlap between print and electronic resources and assist with the weeding process, for example, prioritize electronic over physical resources.

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Overlap Analysis - Usage Indication for existing Electronic Resources

What’s New	Highlights	Impact
The reports generated by the Overlap Analysis tool will include usage information for electronic resources that are part of the institution's inventory.	A new column in the Overlap Analysis report will indicate usage for the specific title/resource.	Presenting usage information will enable institutions to make smart decisions regarding removing or adding electronic inventory to the catalog.

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Upload Electronic Holdings - Project Muse

What’s New	Highlights	Impact
Upload Electronic Holdings from Project Muse will replace the current manual, multi-step workflow for managing Project Muse holdings.	Customer-specific electronic holdings for Project Muse content are activated automatically. The integration runs on a fixed schedule.	Reduces manual work involved in activating and maintaining the library holdings of Project Muse electronic resources.

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2024

Electronic Titles Staff Search - Enhanced UX

Repository search
enhanced UX

What’s New	Highlights	Impact
The Electronic Titles Staff Search will be updated and redesigned for better usability, performance, productivity, and overall user experience.	A new “side by side” presentation will save users from having to access a designated page in order to review entity details. Brief resource editing will enable users to edit specific information of the resource without leaving the search results.	Workflow simplification will be achieved by an enhanced user experience, facilitating a smoother user-friendly layout and navigation options. The new layout will enable easy switching between ongoing tasks in your main workflow and any peripheral tasks, enabling efficient work with electronic resources.

What’s New

Highlights

Impact

The Electronic Titles Staff Search will be updated and redesigned for better usability, performance, productivity, and overall user experience.

A new “side by side” presentation will save users from having to access a designated page in order to review entity details.
Brief resource editing will enable users to edit specific information of the resource without leaving the search results.

Workflow simplification will be achieved by an enhanced user experience, facilitating a smoother user-friendly layout and navigation options.

The new layout will enable easy switching between ongoing tasks in your main workflow and any peripheral tasks, enabling efficient work with electronic resources.

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Electronic Resource Collection and Portfolio Search - Enhanced UX

Repository search
enhanced UX

What’s New	Highlights	Impact
The Electronic Resource Collection and Portfolio search results will be updated and redesigned for better usability, performance, productivity, and overall user experience.	A new “side by side” presentation will save users from having to access a designated page in order to review entity details. Brief resource editing will enable users to edit specific information of the resources without leaving the search results.	Workflow simplification will be achieved by enhanced user experience facilitating a smoother user-friendly layout and navigation options. The new layout will enable easy switching between ongoing tasks in your main workflow and any peripheral tasks, enabling efficient work with electronic resources.

What’s New

Highlights

Impact

The Electronic Resource Collection and Portfolio search results will be updated and redesigned for better usability, performance, productivity, and overall user experience.

A new “side by side” presentation will save users from having to access a designated page in order to review entity details.
Brief resource editing will enable users to edit specific information of the resources without leaving the search results.

Workflow simplification will be achieved by enhanced user experience facilitating a smoother user-friendly layout and navigation options.

The new layout will enable easy switching between ongoing tasks in your main workflow and any peripheral tasks, enabling efficient work with electronic resources.

back to Electronic Resource Management Roadmap