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XIII: Electronic Resources

Managing Trials and Evaluations

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Copyright Statement

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© Ex Libris Ltd., 2014

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AgendaIntroduction

Establishing trials

Managing trials

Summary and additional resources

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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

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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

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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

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AgendaIntroduction

Establishing trials

Managing trials

Summary and additional resources

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Establishing Trials

Workflow begins when Trials Manager or Operator receives notification of an offer or a request to evaluate a specific electronic resource

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Establishing Trials

Purchasing Operator continues the workflow by locating the relevant e-resource and manually creating a PO line

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Establishing Trials

PO line is completed and submitted using Save and Start Trial

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Establishing Trials

Trial Operator fills in details about the trial

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Establishing Trials

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AgendaIntroduction

Establishing trials

Managing trials

Summary and additional resources

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Managing Trials

Trials are managed on the Manage Trials page

• Edit details

• Delete the trial

• Edit the PO line

• Activate

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Managing Trials

Before a trial can get underway, it must be activated

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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

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Managing Trials

After trial concludes, the Trial Manager must

• Analyze the results

• Enter the results in Summary tab

• Record a purchase-decision

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Managing Trials

Purchasing decision is implemented

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AgendaIntroduction

Establishing trials

Managing trials

Summary and additional resources

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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

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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