1 XIII: Electronic Resources Managing Trials and Evaluations.
-
Upload
darrell-howard -
Category
Documents
-
view
216 -
download
1
Transcript of 1 XIII: Electronic Resources Managing Trials and Evaluations.
![Page 1: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/1.jpg)
1
XIII: Electronic Resources
Managing Trials and Evaluations
![Page 2: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/2.jpg)
2
Copyright Statement
All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd.
TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners.
DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose.
Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage.
© Ex Libris Ltd., 2014
![Page 3: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/3.jpg)
3
AgendaIntroduction
Establishing trials
Managing trials
Summary and additional resources
![Page 4: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/4.jpg)
4
Prerequisites
This presentation assumes that you have viewed or attended these training sessions:
• Navigating and searching in Alma
• Acquisitions fundamentals
• Day-to-day Acquisitions
• End-to-end workflows for acquiring electronic resources
![Page 5: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/5.jpg)
5
User Roles
To manage trials and evaluations for electronic resources:
• A Purchasing Operator starts the process by creating a PO line and managing it through to cancellation or PO-creation
• A Trial Manager or Operator takes over to manage the trial itself
• So that e-resources may be evaluated by appropriate experts, Trial Participants are required
![Page 6: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/6.jpg)
6
Objectives
By the end of this training session, you will be able to:
• Identify the steps that trials and evaluations go through during their workflows
• Successfully manage a trial and/or evaluation
• Analyze results of a trial and/or evaluation and make a purchase-decision
![Page 7: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/7.jpg)
7
AgendaIntroduction
Establishing trials
Managing trials
Summary and additional resources
![Page 8: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/8.jpg)
8
Establishing Trials
Workflow begins when Trials Manager or Operator receives notification of an offer or a request to evaluate a specific electronic resource
![Page 9: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/9.jpg)
9
Establishing Trials
Purchasing Operator continues the workflow by locating the relevant e-resource and manually creating a PO line
![Page 10: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/10.jpg)
10
Establishing Trials
PO line is completed and submitted using Save and Start Trial
![Page 11: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/11.jpg)
11
Establishing Trials
Trial Operator fills in details about the trial
![Page 12: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/12.jpg)
12
Establishing Trials
![Page 13: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/13.jpg)
13
AgendaIntroduction
Establishing trials
Managing trials
Summary and additional resources
![Page 14: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/14.jpg)
14
Managing Trials
Trials are managed on the Manage Trials page
• Edit details
• Delete the trial
• Edit the PO line
• Activate
![Page 15: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/15.jpg)
15
Managing Trials
Before a trial can get underway, it must be activated
![Page 16: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/16.jpg)
16
Managing Trials
Notification to Trial Participants by email occurs
• According to the number of days set before start of the trial
• When the Trials – Start and Notify Participants process is Active on the Monitor Jobs page and runs automatically
• Includes details about the trial and a link to the survey page
![Page 17: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/17.jpg)
17
Managing Trials
After trial concludes, the Trial Manager must
• Analyze the results
• Enter the results in Summary tab
• Record a purchase-decision
![Page 18: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/18.jpg)
18
Managing Trials
Purchasing decision is implemented
![Page 19: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/19.jpg)
19
AgendaIntroduction
Establishing trials
Managing trials
Summary and additional resources
![Page 20: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/20.jpg)
20
Summary
During this presentation, you learned:
• The steps that make up a workflow for a trial or evaluation
•How to manage a trial or evaluation successfully
•Make a purchase-decision after reviewing the results of the survey provided by trial or evaluation participants
![Page 21: 1 XIII: Electronic Resources Managing Trials and Evaluations.](https://reader036.fdocuments.us/reader036/viewer/2022062519/5697c0051a28abf838cc4a97/html5/thumbnails/21.jpg)
21
Additional Resources
Alma Acquisitions Guide
Alma Resource Management Guide
available in PDF format via the Ex Libris Documentation Center
available as online Help within Alma