Electronic Resource Management

Electronic Collections

Activating an Alma Electronic Collection in your Institution Zone

Choosing the Right E-Collection from the Alma Community Zone (CZ)

Deleting an Alma Electronic Collection in your Institution Zone

P2E Clean-up

Electronic Collections Managed Centrally by CARLI in the Network Zone (NZ)

Alma Community Zone (CZ) Electronic Collection IDs

Alma Database Type & EBSCO Packages

Electronic Resource Linking

Troubleshooting Alma/Primo VE Broken Links

Setting Customer or Location ID in Alma Electronic Collections

Setting EBSCOhost E-Collection Linking Parser Parameter

Improving Linking in Primo VE: CrossRef, DOIs & PMIDs

Improving Linking in Primo VE with PubMed API key

Improving Linking in Primo VE with Unpaywall

Embed Links to Primo VE in external databases and indexes

Electronic resources-related Display Logic Rules

NewsBank Article-Level-Linking 

Electronic Resources Infrastructure

Setting up OpenAthens as a Proxy Redirector Service

Alma and SUSHI

Electronic Resources Cataloging

Zones in Alma

Alma Electronic Resources Management and OCLC

Defining Electronic Titles Sets for OCLC Data Sync

Autoholdings for ProQuest Ebook Central Collections

Resources for Government Documents Catalogers

Electronic Resources Acquisitions, How-Tos, and Workflows

Templates in Alma Acquisitions

Import Profile for Embedded Order Data

Working with Invoices

How-To: Adding the Kanopy BASE Collection

How-To: Import Profile for OverDrive (standalone collections)

How-To: Normalization Rule for Importing Electronic Portfolios

Videos and Webinars

Technical Services Q&A Webinar Series
Ex Libris Ask the Expert: COUNTER Release 5 Usage Data Harvesting in Alma and Alma Analytics. August 18, 2020. Includes details on configuring vendors for SUSHI operations.

Technical Services Q&A, December 15, 2020. Cataloging Ebooks

Session Video
Ebooks Session Slides and Chat

CARLI Technical Services Q&A, January 27, 2021. Better P2E Clean-up.

Session Video
Session Chat and Poll Results

CARLI Electronic Resource Management Committee Presentations, February - April 2025

February 14, 2025 EBSCO UI with Lisa Wallis of Northeastern Illinois University

Powerpoint slides from Lisa Wallis

March 14, 2025 Welcome to E-Resources Troubleshooting with Sara Rizzo of National Louis University and Jacob Del Rio of Southern Illinois University Edwardsville

Powerpoint slides from Sara Rizzo and Jacob Del Rio

April 11, 2025 Usage Statistics with Megan Ruenz of Wheaton College

Powerpoint slides from Megan Ruenz

Updated March 14, 2025