Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Managing Electronic Resources

    Managing Electronic Resources is a course of ten 60-minute sessions regarding all aspects of managing electronic resources in your institution's Alma service.

    Badge_Alma_ERM_Course-med.png

    Managing Electronic Resources is a course of ten 60-minute sessions regarding many aspects of managing electronic resources in your institution's Alma service.

    The course is structured as follows:

    • Sessions ERM-101, -102, and -103: A general overview, and basic training in ordering and activating e-resources. Good for library staff who have used Alma before but not for e-resources.

    • Sessions ERM-201, -202, -203: Tools for maintaining e-resources, troubleshooting broken links in your discovery service, and conducting overlap analysis. Pre-requisites are Sessions ERM-101, -102, and -103, or experience ordering and activating electronic collections and portfolios. 

    • Sessions ERM-301 and -302: Advanced tools to track usage statistics, COUNTER data, SUSHI harvesting, and Alma's Analytics tool. Assumes an understanding of all workflows in the ERM-100-level and ERM-200-level sessions (above), as well as familiarity with Alma's Design Analytics tool.

    • ERM Bonus 1 and 2: Specialized tools for contributing records to the Community Zone, and uploading holdings for a specific collection: Ebook Central Perpetual, DDA and Subscription Titles. Assumes an understanding of all workflows in the 100-level sessions (above).

     

    Note: There will be an optional, online exam, available after the end of Session ERM-302. Successful completion of the exam will earn the participant a Badge of Completion for the course.

     
    Register for multiple sessions simultaneously here:

    Or register for individual sessions below.

     

    Session Number

    Session Name

    Content Outline

    Additional Resources

    APAC (and Western NA)

    EMEA/NA

    ERM-101

    Overview and Background

    • Alma's inventory model and terminology for e-resources

    • Types of electronic portfolios

    • User roles for managing e-resources

     

    Wed, Aug 17, 2022

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-102

    Order and Activate Collections

     

    • General ordering and activation workflow

    • Order one-time collection from Community Zone

    • Order subscription collection from Community Zone

    • Activate collections

    • Activate with "My Electronic Resources by Provider" tool

    Wed, Aug 24

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-103

    Order and Activate Portfolios

    • Review exercises

    • General ordering and activating workflow

    • Order subscription portfolio from Community Zone

    • Activate single portfolio

    • View activated resources in discovery service

    • Create local collection

    • Create local portfolio

    Wed, Aug 31

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-201

    Maintain E-Resources

    • Review exercises

    • Bulk changes to portfolios

    • Portfolio Editor

    • Update selective packages

    • Portfolio Loader

    • Import Profile

    • Deactivate or delete resources

    Wed, Sep 7

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-202

    Troubleshoot Discovery

    This session will contain a step-by-step process to troubleshoot linking issues in your discovery service, to see how the following sources can cause broken links:

    • Inactive services

    • Inactive proxy

    • CDI

    • Metadata

    Wed, Sep 14

    Recording

     

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-203

    Overlap Analysis

    • Review exercises

    • Purpose and use-cases

    • Compare a CZ collection to all of IZ

    • Compare an IZ collection to all of IZ

    • Compare a list of titles to all of IZ

    Wed., Sep 21

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-301

    Usage Statistics, COUNTER, and SUSHI Harvesting

    • Review exercises

    • Background on Usage Statistics

    • Upload COUNTER reports

    • Set Up SUSHI Harvesting

    Wednesday, September 28

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM-302

    Analytics of E-Resources

    • Review exercises

    • Using Alma analytics

    • Default ERM reports and dashboards

    • Creating new reports

    • Overlap of print vs. electronic resources

    Wed, Oct 5

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM Exam

    Exam for Certificate of Completion

    Participants have the option to take an online exam after Session 302. Successful completion of the exam will earn the participant a Certificate of Completion for the course.

    Click here: ERM Exam

    When you get to the Exam page, log in with your credentials for the Ex Libris Academy, which you might have created for other certifications, such as the Alma Administration Certification. If you don't already have a login for the Ex Libris Academy, click the "Register here" link.

    If you're not sure whether you have a login for Ex Libris Academy, click "Forgot Password." If you don't have an account, you won't get an email to reset your password, and you can Register a new account.

    Once you are logged in:

    1. Click on "Register for Certification."

    2. Click on "Managing Electronic Resources Series Quiz."

     

    ERM Bonus 1

    Contribute to the Community Zone

    • Review exercises

    • Goals and Responsibilities of Contributing

    • Edit CZ bib records

    • Contribute local e-resource portfolios to the CZ

    • Contribute local e-resource collections to the CZ

    Wed., Oct. 12

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    ERM Bonus 2

    Automate Holdings Management for ProQuest Ebook Central

    • Overview and workflow

    • Activate the Collection in CZ/IZ

    • Create a ProQuest Ebook Central integration profile

    • Define the purchase model

    • Record a purchase order line

    • Test in sandbox

    • View the job report

    Wed., Oct 19

    Recording

    (Note: Captions on the recording were created by an automated system and are not entirely accurate.) 

    • Was this article helpful?