Tune-up electronic resources in Alma for better discovery_May_06_2016

Tune-up electronic resources in Alma for better discovery in Primo

Hong Ma, Sherri Rollins, Ling-Li Chang, Margaret Heller

Loyola University ChicagoMay 6, 2016

Agenda

• Introduction• Overview: Electronic Resources Migration Process in

Alma• Link Resolver Process for Community Zone Resources• P2E Process for Local Resources• Collaborative Effort to Enhance Users’ Discovery

Experiences in Primo

3

Loyola University Chicago Libraries

• Four campuses: Lake Shore, Water Tower, Health Sciences and Rome-Italy.

• Three separate library administrations: University Libraries (Main library, Lewis Library and Rome center in Italy), Law Library and Health Sciences Library.

• 1.5 million print volumes, 3,276 print subscriptions, 626,850 ebooks and 135,812 e-journals.

• Health Sciences library uses different EzProxy server

A Journey to Next Gen PlatformVoyager(Acquis

tion, Cataloging, Circulation, WebVoyage )

Worldcat Local

SerialSolutions E-resource tools/link resolver

Primo

Alma

Slightly simplifiedInstitution ZoneCommunity ZoneGlobal Authorities

Shared repository of standard authority files

Community Catalog

Shared records managed by ExL

Currently e-resources

CentralKnowledgeBase

Shared administrative information for e-resources

Local Inventory

Can link to the Institution, Network, or Community Catalog

Defines what resources (across all catalogs) are managed by your library

Institution Catalog

Descriptive records managed by your institution

Data structure in Alma

MMS record

MMS record

Inventory

Institution Zone

Community Zone Primo

publ

ish to

Publishing to discovery

Electronic Inventory

Inve

ntor

yM

MS

IEAdult Learning

MARC RecordAdult Learning

Service(SAGE full text)

Portfolio2002 - 2013

Pkg. Service(Full text)

Package(SAGE Complete)

Service(ASP full text)

Portfolio1997 - 2011

Pkg. Service(Full text)

Package(Academic Search Premier)

Data Migration – E-resources

Voyager-Managed E-resources

(P2E)

ERM-Managed E-resources

ERM Managed E-resources: Non-ExL Link Resolver Form for CZ activation

Voyager Managed E-resources P2E file

• P2E file contains a list of bib identifiers with corresponding resource type

• b1528678 Portfolio/DB/Package• Portfolio: single title, full-text with specific coverage• E- collection

• Package: collection of portfolio’s sold together• DB: for searching article/title info

Electronic Locations

• Electronic locations need to be specified in the migration form

• The P2E process needs to know to retrieve only holding/item information for the electronic location and not the physical location

P2E electronic link set up on migration form and note mapping

URL source: 856 |uNote source: 856 |zProvider name source: 856 |3

P2E Conversion Logic

Records with multiple URLs

3 e-portfolios created

Electronic Resource in Alma This is how electronic resource packages look in Alma after the P2E process/CZ activations has been completed

Indicates that the package is an active local record. When greyed out, it indicates an inactive local record.

Indicates the e-resource is global and linked to the Community Zone. P2E records will not be in this category.

Handling Duplication• Alma migration process tries to ensure that the end-user discovery

(Primo) experience is not affected by any duplication• Primo setup de-dupe to ensure search results are combined where possible• Preferring link resolver versions of e-resources via “ViewIT” end-user service menu

over ILS versions

• Alma migration process ensure there is no data loss by making sure that relevant order information managed in the ILS remains. The link resolver version serving as master for linking/delivery/discovery and the ILS version serving as back-office and management master.

• Options to manually clean-up duplications

Example for Duplication

Agenda




Prepare Non-ExL Link Resolver Form

Additional tabs on Link Resolver Form

Post migration clean up:

Post migration clean up

Agenda




P2E Process

Prepare P2E file

P2E migration result examples

Post-migration activities: group portfolios into collections

• Group all portfolios coming from P2E records into local electronic collections

• All resources coming from Link Resolver form were already put in collections/packages in Community Zone; some of the resources were put in a catch all “Miscellaneous” collection.

Identify P2E portfolios for electronic collections

P2E post-migration cleanup examples

Voyager-Managed E-

resources (P2E)ERM-Managed

E-resources

Local Community

Zone

Agenda




User Experience Testing

October (4

sessions)

June #2 (1

sessions)

June #1 (5

sessions)

April #2 (3

sessions)

April #1(3

sessions)

• Testing happened before and after Go Live.• Resulted in changes to user interface and processes.

Go Live

July 23

Multiple Campus Issues

• Health Science Library users must log in before accessing any resource, on or off campus.

• Main and Law Library users only need to log in from off campus.

• Health Sciences Library only shares some resources, and does not use Primo Central on their view.

Multiple Campus Solutions

• Provided clear language on Primo front-end to differentiate health science restricted resources.

• Provided script that recreates the patron’s resource request on the other proxy server.

Electronic Resource Access and Troubleshooting Working Group

• Included members from all libraries, and included public services, technical services, and systems staff.

• Met weekly, bi-weekly, and then once a semester.• Used Asana for collaborative work in between meetings.• Developed standards for user interface language and

procedures.• Distributed troubleshooting cheat sheet (on next slide).

If you find this problem… … do thisMissing interlibrary loan request link, or something missing from the ILL form. (Should no longer occur)

Cause: This is an error with the Alma General Electronic Service that creates the ILLiad link. File a Systems Help Request

Link resolver goes to Serials Solutions rather than Primo. (Should no longer occur)

Cause: The vendor has not correctly updated the link resolver. Email Sherri Rollins

An error page for “Missing Resource: Please let us know that we need to add the following to the list of authorized resources:”

Cause: The proxy server doesn’t include the resource. Email Will Kent

The public note that reads “View Full Text” doesn’t work. (Should no longer occur)

Cause: This is a migrated link from Voyager that may not be accurate. Email Sherri Rollins

No holdings show up for an article from a journal you think we should have.

Cause: Most likely an OpenURL error. First search for holdings at the journal level to confirm that we do have holdings. Email Martha Spring and Sherri Rollins

Link out to EBSCO database fails to link to article.

Cause: There are several issues with EBSCO links and the Alma link resolver. Search directly in the EBSCO database to confirm holdings. Email Sherri Rollins

Electronic Resources Clean-up tasks

• Standardize collection name: add campus information to collection public name

Hong Ma [email protected] Rollins [email protected] Chang [email protected] Heller [email protected]

mailto:[email protected]




Tune-up electronic resources in Alma for better discovery_May_06_2016

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