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    Presentations and Documents - E Resources and CZ

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    1. E Resources and CZ
    2. 2023 Managing Electronic Resources Series (EMEA sessions)
    3. Upload Electronic Holdings PowerPoint Presentations
    4. Upload Electronic Holdings Ex Libris Online Help
    5. General
    6. CDI
    7. Consortia and Group Settings
    8. CZ
    9. Discovery Interface Display Logic Rules
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    E Resources and CZ

    Link directly to 2023 Managing Electronic Resources Series (EMEA sessions)

    Link directly to Upload Electronic Holdings PowerPoint Presentations

    Link directly to Upload Electronic Holdings Ex Libris Online Help
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    2023 Managing Electronic Resources Series (EMEA sessions)

    YouTube Playlist for the 2023 Managing Electronic Resources Series

     

    Session Presentation
    ERM-101 Overview and Background Sept. 19, 2023 Electronic Resource Management Overview and Background.pptx
    ERM-102 Order and Activate Collections Sept. 26, 2023 How to order and activate and invoice an electronic collection from the Community Zone.pptx
    ERM-103 Order and Activate Portfolios Oct. 24, 2023

    How to create local portfolios and local electronic collections.pptx

    How to order and activate and invoice an electronic collection from the Community Zone.pptx

    ERM-201  Maintain E-Resources Oct. 31, 2023 Bulk Electronic Portfolio Management.pptx     
    ERM-202  Troubleshoot Discovery Nov. 7, 2023

    How to make license information appear in Primo View It (View Online).pptx

    Understanding the meaning and implications of Expand My Results.pptx

    Understanding the meaning and implications of Linking Level Article and Linking Level Journal.pptx

    How to use Display Logic Rules to make only certain collections appear in Primo View It (View Online).pptx

    ERM-203 Overlap Analysis of Electronic Collections Nov. 14, 2023 Electronic Resource Overlap and Collection Analysis.pptx
    ERM-301 - Usage Statistics COUNTER and SUSHI Harvesting

    What is COUNTER and what is SUSHI.pptx

    How to create and test a COUNTER Release 5 SUSHI Account.pptx

    How to schedule and monitor COUNTER SUSHI harvesting.pptx

    ERM-302- Analytics of E-Resources

    Usage and Cost per use in the E-Inventory subject area.pptx

    Overlap analysis and physical item usage for weeding (deselection) in Alma Analytics.pptx

    An Overview of the Alma Link Resolver Usage Subject Area.pptx

    Documentation on the E-Inventory subject area at Alma Analytics Subject Areas

    ERM Bonus 1 - Contribute to the Community Zone   Contributing to the Alma Community Zone.pptx
    ERM Bonus 2 - Upload Electronic Holdings from ProQuest Ebook Central Upload Electronic Holdings from ProQuest Ebook Central.pptx

     

    Upload Electronic Holdings PowerPoint Presentations
    • Upload of Electronic Holdings - General Overview.pptx
    • Upload Electronic Holdings from Springer.pptx
    • Upload Electronic Holdings from Elsevier.pptx
    • Upload Electronic Holdings from ProQuest Ebook Central.pptx
    Upload Electronic Holdings Ex Libris Online Help
    • Upload Electronic Holdings
    • Upload Electronic Holdings from Springer
    • Upload Electronic Holdings from Elsevier
    • Upload Electronic Holdings from ProQuest Ebook Central for Subscriptions/Owned/DDA
    • Upload Electronic Holdings from Ovid
    • Upload Electronic Holdings from Wiley
    • Upload Electronic Holdings from Taylor and Francis
    • Upload Electronic Holdings from Project MUSE
    • Upload Electronic Holdings from JSTOR
    • Upload Electronic Books Holdings from Preselect
    General
    • The Electronic Resource Activation Task List.pptx
    • How to link a local electronic collection (and local portfolios) to the Community Zone.pptx
    • What is overridden when linking local portfolios to the Community Zone.pptx
    • How to link a portfolio to a different bibliographic record.pptx
    • How to move portfolios to a different Electronic Collection.pptx
    • How to remove a portfolio from a local electronic collection.docx
    • Support for split coverage in the portfolio loader and portfolio export.pptx
    • Extended Export Example Portfolio with Multiline Coverage.xls
    • How to order and activate an electronic resource which is not yet available in the Community Zone - the electronic collection is known.pptx
    • How to order and activate an electronic resource which is not yet available in the Community Zone - the electronic collection is not known.pptx
    • How to activate an electronic collection for a limited time period.pptx
    • Provider Subscriptions PQIS Activation Tool.pptx
    • Activating portfolios of a CZ electronic collection from an Excel file when the portfolios do not have an ISBN or ISSN.pptx
    • Adding Updating or Removing Portfolio Information in Bulk Using an Excel File and the Alma Portfolio Loader.pptx
    • Deleting an Electronic Collection.pptx
    • How to update the license of multiple portfolios in batch mode.pptx

     

    • Linking with Alma - Recording April 12 2021 by Dana Moshkovits
    • Linking with Alma - Accompanying Slides

     

    CDI
    • CDI (Central Discovery Index).pptx
    • Alma and CDI Single Activation for Libraries with Distributed Access to Electronic Resources (Dana Moshkovits).pptx
    • Alma & CDI Single Activation for Consortia (Dana Moshkovits).pptx
    • Alma and CDI Single Activation Sept 11 2020
    Consortia and Group Settings

    For the following two presentations see: Presentations and Documents - Consortia

    • How to Manage Electronic Resources in a Network Zone Consortia Using Inventory Network Groups.pptx (updated March 9, 2025)
    • Three methods of activating electronic collections in the consortial environment.pptx
    CZ
    • Introduction to working with the Alma Community Zone and Electronic Resources.ppt
    Discovery Interface Display Logic Rules
    • See also Discovery Interface Display Logic Rules Blogs on the Ex Libris Developers Network
    • How to create a general electronic service to search by author name in VIAF.pptx
    • How to make license information appear in Primo View It.pptx
    • How to use a Display Logic Rule to display only Electronic Collections of one specific interface.pptx
    • How to use Direct Linking to enable a Primo user to skip the Services Page.pptx
    • How to use the Online Services Order to control the order of the services on the Services Page.pptx

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