Managing Electronic Resources

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

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.

Recordings from the September 2023 cycles can be accessed here:

Americas recordings

APAC recordings

EMEA recordings

Session Number	Session Name	Content Outline	Additional Resources	Registration APAC	Registration EMEA	Registration Americas
ERM-101	Overview and Background	Alma's inventory model and terminology for e-resources Types of electronic portfolios User roles for managing e-resources	Prerequisites: Experience using Alma for physical resources, or already watched Getting to Know Alma and Alma Essentials Questions and Answers from the live training sessions More documentation and training resources: Managing Electronic Resources - documentation home page Alma LibGuide - Resources tab Getting to Know Alma (video training) Alma Essentials (video training) Premium Workshops	Wednesday, March 19, 2025 11:00 AM Sydney Other time zones Register	Wednesday, March 19, 2025 1:00 PM London Other time zones Register	Wednesday, March 19, 2025 12:00 PM Chicago Other time zones Register
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	Prerequisites: Overview and Background (session ERM-101 above) Questions and Answers from the live training sessions Exercises More documentation and training resources: Managing Electronic Resources - documentation home page Alma LibGuide Resources tab Acquisitions tab My Electronic Resources by Provider Activating Electronic Resources from the Community Zone Premium Workshops	Wednesday, March 26, 2025 11:00 AM Sydney Other time zones Register	Wednesday, March 26, 2025 1:00 PM London Other time zones Register	Wednesday, March 26, 2025 12:00 PM Chicago Other time zones Register
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	Prerequisites: Order and Activate Collections (session ERM-102 above) Questions and Answers from the live training sessions Exercises More documentation and training resources: Managing Electronic Resources: Adding a Local Electronic Collection Adding a Standalone Portfolio Alma LibGuide Resources tab Acquisitions tab Activating Electronic Resources from the Community Zone Premium Workshops	Wednesday, April 2, 2025 11:00 AM Sydney Other time zones Register	Wednesday, April 2, 2025 2:00 PM London Other time zones Register	Wednesday, April 2, 2025 12:00 PM Chicago Other time zones Register
ERM-201	Maintain E-Resources	Review exercises Bulk changes to portfolios Portfolio Editor Update selective packages Portfolio Loader Import Profile Deactivate or delete resources	Prerequisites: Order and Activate Portfolios (session ERM-103 above) or strong experience ordering and activating electronic collections and portfolios Questions and Answers from the live training sessions Exercises More documentation and training resources: Change Electronic Portfolio Information Portfolio Editor Update selective packages Portfolio Loader Managing Import Profiles (documentation) Managing Import Profiles (training) Premium Workshops	Wednesday, April 9, 2025 10:00 AM Sydney Other time zones Register	Wednesday, April 9, 2025 2:00 PM London Other time zones Register	Wednesday, April 9, 2025 12:00 PM Chicago Other time zones Register
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	Prerequisites: Maintain E-Resources (session ERM-201 above) Questions and Answers from the live training sessions Exercises More documentation and training resources: Managing Electronic Resources Alma LibGuide Common Causes of Full-Text Linking Problems How To Report Full Text Linking and Availability Problems to Support Summon Linking Alma Listserv Premium Workshops	Wednesday, April 16, 2025 10:00 AM Sydney Other time zones Register	Wednesday, April 16, 2025 2:00 PM London Other time zones Register	Wednesday, April 16, 2025 12:00 PM Chicago Other time zones Register
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	Prerequisites: Maintain E-Resources (session ERM-201 above) Questions and Answers from the live training sessions Exercises More documentation and training resources: Managing Electronic Resources Alma LibGuide Enhanced Overlap and Collection Analysis Tool Premium Workshops	Wednesday, April 23, 2025 10:00 AM Sydney Other time zones Register	Wednesday, April 23, 2025 2:00 PM London Other time zones Register	Wednesday, April 23, 2025 12:00 PM Chicago Other time zones Register
ERM-301	Usage Statistics, COUNTER, and SUSHI Harvesting	Review exercises Background on Usage Statistics Upload COUNTER reports Set Up SUSHI Harvesting	Prerequisites: All ERM-100-level and ERM-200-level sessions above, or equivalent experience Questions and Answers from the live training sessions Exercises More documentation and training resources: Managing COUNTER-Compliant Usage Data in Alma SUSHI Vendor List Project COUNTER SUSHI at NISO Managing Electronic Resources Alma LibGuide Premium Workshops	Wednesday, April 30, 2025 10:00 AM Sydney Other time zones Register	Wednesday, April 30, 2025 2:00 PM London Other time zones Register	Wednesday, April 30, 2025 12:00 PM Chicago Other time zones Register
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	Prerequisites: Usage Statistics, COUNTER, and SUSHI Harvesting (session ERM-301 above) Familiarity with the basics of Alma Design Analytics Questions and Answers from the live training sessions Exercises More documentation and training resources: Analytics Documentation Analytics Training Alma LibGuide - Analytics Become an Expert on Alma Analytics (training series) Premium Workshops	Wednesday, May 7, 2025 10:00 AM Sydney Other time zones Register	Wednesday, May 7, 2025 2:00 PM London Other time zones Register	Wednesday, May 7, 2025 12:00 PM Chicago Other time zones Register
ERM Exam	Exam for Certificate of Completion	Participants have the option to take an online exam after Session ERM-302. Successful completion of the exam will earn the participant a Certificate of Completion for the course.	Exam is currently unavailable due to system migration. 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 to Ex Libris Academy: Hover over the Home link in the upper-left corner and select Browse for Training. Select the 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	Prerequisites: All ERM-100-level sessions (above) Questions and Answers from the live training sessions More documentation and training resources: Community Zone Contribution Guidelines Contributing to the CZ - Bibliographic Records Contributing to the CZ - Portfolios Contributing to the CZ - Local Electronic Collections Contributing to the CZ - Databases	Wednesday, May 14, 2025 10:00 AM Sydney Other time zones Register	Wednesday, May 14, 2025 2:00 PM London Other time zones Register	Wednesday, May 14, 2025 12:00 PM Chicago Other time zones Register
ERM Bonus 2	Upload Electronic Holdings 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	Prerequisites: All ERM-100-level sessions (above) Questions and Answers from the live training sessions Exercises: Use documentation below to configure this process in your Alma sandbox More documentation and training resources: Upload Electronic Holdings from ProQuest Ebook Central for Subscriptions/Owned/DDA	Wednesday, May 21, 2025 10:00 AM Sydney Other time zones Register	Wednesday, May 21, 2025 2:00 PM London Other time zones Register	Wednesday, May 21, 2025 12:00 PM Chicago Other time zones Register