Electronic Resource Management
Recommendations for Open Access Electronic Collections
In the Fall of 2020 a MNPALS Open Access Workgroup convened to analyze a list of Open Access electronic collections and make recommendations in favor of activation or deactivation based on the quality of the collection and links. The findings of the ...
FAQ for Electronic Resources in the Network Zone
FAQ for Electronic Resources in the Network Zone What is the Network Zone (NZ)? The Network Zone is a centralized location for electronic collections and their associated portfolios to be activated and shared with member institutions that have ...
Electronic Resource Management Overview of KB Articles
Getting Started Here are some resources for those new to Electronic Resource Management. These resources are also helpful to those who need a refresher or more information about Alma and the Central Discovery Index functionality for Electronic ...
Tips for handling inventory-less bibliographic records
Inventory-less bibs can happen for many reasons, from deleting/withdrawing inventory without deleting the bib to migrated inventory-less bib records and more. Identifying these records in Alma To see these bibs, you can do an Advanced Search for All ...
Options for Suppressing a Collection
Please remember that these recommendations are general guidelines. You need to evaluate each collection as you work with it. Collection Type Has CDI Records How to Suppress Collection-Level Bib How to Suppress Portfolios How to Suppress CDI Records ...
Where to update CDI settings in Alma
Setting Electronic Collection Search Results Electronic Collection Editor > CDI Tab For collections where you want to activate or deactivate a collections’ CDI records – remember CDI records automatically activate for aggregator or selective packages ...
Identifying which CDI Collection a record is from
Several of you have asked similar questions to "How do I find out which collection a CDI record came from?" So, here are some ways to find this information. CDI Record "Source" Collections The source field lists your activated collections (or local ...
Exporting a portfolio list from a CZ electronic collection
To export a portfolio list from a CZ electronic collection, follow these steps: Perform an Electronic collection > Electronic Collection name search for <electronic collection name> in the Community Zone. Find it in the results list, and click the ...
The NZ: Vendor Records and Electronic Collections
The NZ: Vendor Records and Electronic Collections (including CDI) (January 19th, 2021 webinar) Carrie conducted an Alma training on The NZ: Vendor Records and Electronic Collections (including CDI) Recording Link Topics covered included (recording ...
CDI Basics: From A Systems Perspective webinar
CDI Basics: From A Systems Perspective webinar (from the Systems UG Discussion Meeting - October 23, 2020 meeting) The Systems User Group requested Carrie Curie from PALS provide an overview session on the CDI. This session included information ...
CDI Record Linking Behavior webinar
CDI Record Linking Behavior webinar (from the OA Recommendation TF Meeting - October 9, 2020 meeting) The OA Recommended Task Force requested Carrie Curie from PALS to present a session covering the basics of CDI Record Linking Behavior. This ...
PALS Troubleshooting Steps for Electronic Resources
There are some basic troubleshooting steps PALS has compiled that libraries could use. Please see our document. Note: These are only basic troubleshooting steps. It does not get into more advanced troubleshooting.
How Alma determines whether to apply the proxy for a link
Link Resolver versus Central Discovery Index record “Link in Record” Links can come from one of two sources. So, proxy enablement varies depending on the source. First, links can come from the Link Resolver. The Link Resolver checks Alma for ...
Adding a local collection for a database
Why you might need or want to do this: You need to add a local collection because the collection does not exist in the CZ. How to do this: Open the Resources menu. Select "Add Local Electronic collection." Alma will open the Electronic Collection ...
Adding local Aggregator or Selective Package collections
Why you might need or want to do this: You need to add a local collection because the collection does not exist in the CZ. You need to add a local collection to store portfolios for Course Reserves. How to do this: Open the Resources menu. Select ...
Adding an IZ portfolio via Resources > Add Local Portfolio
Adding a local portfolio to a service via Resources > Add Local Portfolio Why you might need or want to do this: You need to add a local portfolio because the collection/portfolio does not exist in the CZ. You need to add a local portfolio for Course ...
Add portfolio to IZ collection via service’s Portfolios tab
Adding a local portfolio to a service from the IZ for an IZ collection via the service's Portfolios tab Why you might need or want to do this: You need to add a local portfolio because the portfolio does not exist in the CZ. You need to add a local ...
Alma requirements of a collection activated for Access
Requirements for a collection to be considered active Collection Type Collection Zone Collection Requirements What color will the icon be in the IZ tab if the collection meets Alma’s activation requirements What the icon will look like in Alma’s IZ ...
Adding a missing CZ-linked service for a package collection
Why you might need or want to do this: You might have deleted the service accidentally. When Ex Libris cleans up collections, they sometimes create new placeholder collections of the database type. Then, when Ex Libris changes the collection type and ...
Activating a service
Why you might need or want to do this: You had not initially activated the service when setting up a collection. You had temporarily turned off the service because of down-time. You found multiple portfolio's bibliographic records showing up in Primo ...
Adding a local portfolio to a service from the CZ
Why you might need or want to do this: You need to add a local portfolio because the collection/portfolio does not exist in the CZ. You need to add a local portfolio for Course Reserves. How to do this: Perform an Electronic Collection search to find ...