we had no idea! switching from sfx to the alma/primo link...
TRANSCRIPT
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We had no idea!Switching from SFX to the Alma/Primo link resolver
Sunshine Carter, University of Minnesota DuluthJanet Arth, University of Minnesota Twin Cities
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Disclaimer!!!We go live in December
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SFX (Find It) University of Minnesota
● Four separate instances, one for each campus○ Crookston○ Duluth○ Morris○ Twin Cities
● Weekly updates are applied centrally for all instances
● Each campus maintains its own server side configuration, including the SFX Menu and A-Z E-Journals templates and css
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SFX (Find It) @University of Minnesota
● Each campus has access to SFX Admin for their site○ Separate knowledge bases; doing activations,
etc.○ Separate menu configuration including menu
design, display logic and target precedence○ Each campus maintains its own SFX Menu and A-
Z E-Journals list via templates and css● Nothing is shared, if access to a resource is for all
four campuses the activation must be done for each campus
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Knowledgebase, etc.
The University of Minnesota is an equal opportunity educator and employer.
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How to find a collection or package (formerly target)
●
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How to find a collection or package (formerly target)
Search for Electronic Collections: Institution Zone
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How to find a collection or package (formerly target)
Search for Electronic Collections: Community Zone
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How to find an portfolio (formerly object)
●
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How to find an electronic portfolio(formerly object portfolio)
● Search for Electronic Portfolios: Institution Zone
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Advanced searching for Collections & Portfolios
Amazing number of conditions to select from:
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Modify portfolio information (object portfolio previously)
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Modify portfolio information (object portfolio previously)
Search & edit the portfolio
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Modify portfolio information (object portfolio previously)
V
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Activating Resources in Alma
The Electronic Resources Activation Tasklist
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Activating Resources in Alma
The Electronic Resources Activation Tasklist
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Exporting portfolio lists (active and/or inactive) from knowledge base
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Exporting portfolio lists (active and/or inactive) from knowledge base
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Exporting portfolio lists (active and/or inactive) from knowledge base
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Exporting portfolio lists (active and/or inactive) from knowledge base
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Exporting portfolio lists (active and/or inactive) from knowledge base
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Dataloading
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Dataloading
Search & Edit Electronic Collection
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Dataloading
In the Collection Editor, you need to get to the Service
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Dataloading
Looking at the portfolios, choose Load Portfolios
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Dataloading
Begin the loading Wizard….Need to prep file first (Excel!)
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Dataloading
Step 2 of the Wizard: Double checking before
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Dataloading
This is the alert you get when you’ve activated your dataload. Where can you check on this load?
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Dataloading
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Dataloading
Here is where you can see the process that are scheduled, running or completed. For more details click on the process.
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Dataloading
Obtain detailed information about the process.
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Send to Ex Libris
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Send to Ex Libris
Find the resource in the community zone to send to Ex Libris
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Send to Ex Libris
Looks familiar!!
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KBUpdate Revision Reports
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KBUpdate Revision Reports
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Community Zone Updates Task List(from EL documentation)
● The Community Zone Updates Task List page in Alma displays changes that were made to your Institutional Zone (IZ) during updates from the Community Zone (CZ).○ specific to your institution○ may include modifications to bibliographic records as
well as changes to holdings, availability, security requirements, and parser parameters
○ synchronized on Sundays at midnight in your time zone.
● Additional updates such as enrichments and authorities may occur during the week in order to prevent overload to your system.
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Community Zone Updates Task List(from EL documentation)
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Future
● Collection Tool >> Overlap Analysis● Exporting options● Community Zone Updates● Enhanced visual cues
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Look & Feel
The University of Minnesota is an equal opportunity educator and employer.
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SFX Find It Menu
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Twin Cities Find It Continued
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Alma UResolver - Article Level Display
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Alma UResolver - Journal Title Level
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Campus Specific getFullText
The getFullText is not currently sensitive to one’s campus.
The original approach was to require users to log in to see anything other than freely available resources, why this won’t work:
○ University land grant mission (various scenarios)
○ ILL staff (from somewhere else) would like to see the
terms of use on an e-resource in order to submit an expedited request
○ 24 x 7 reference services result in non-UofM libraries helping our users find resources
Will know more after the November update.
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Style Sheet Improvements PossibleFrom Purdue
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SFX Menu Display Logic
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Alma UResolver Display Configuration
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Alma Fulfillment Configuration: Labels
Done in SFX via SFX Admin Menu Configuration, Translation & Display, or template changes
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Alma Direct Linking Configuration
Begin entering slide content/text here.● Please keep the language brief.● Images and graphics (for illustrative purposes) are
encouraged.
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Alma Target Ordering Configuration
Can order by “interface”/vendor or by “package”/target
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SFX Target Ordering
Can only be done at the “package”/target level, not at the “interface”/vendor level
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Target Ordering Configuration
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Alma A-Z Journals List
Automatically loads the A- part of list (slows things down); no “starts with” option
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SFX A-Z Journals List
Little used category and locate tabs not on the Alma A-Z, but since resources are fully in the catalog is not really an issue.
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SFX Citation Linker (article)
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Alma Citation Linker (article)
We will want the article tab as the default/
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Alma Citation Linker (journal)
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What requires or easier if there is consensus across the Campuses
● Style sheet for displaying targets● Menu logic - Not doing this initially
○ The same logic applies to both title and article level request (a high priority item for us)
○ Need to test the behavior with varied campus activations
● Target precedence (to top/to bottom)● Display text for the UResolver menu● Tab labels within Primo
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Some of the larger unknowns
● How the getDocumentDelivery will work short and long term (2 campuses use 2 ILLiad instances and 2 currently use a webform)
● How menu logic works given the different subscriptions (targets and thresholds)
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Questions?
Comments?
The University of Minnesota is an equal opportunity educator and employer.
Sunshine Carter - [email protected] Arth - [email protected]