1. 1 XIII: Electronic Resources Managing Trials and Evaluations

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3. 3 Agenda Introduction Establishing trials Managing trials Summary and additional resources

4. 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

5. 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

6. 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

7. 7 Agenda Introduction Establishing trials Managing trials Summary and additional resources

8. 8 Establishing Trials Workflow begins when Trials Manager or Operator receives notification of an offer or a request to evaluate a specific electronic resource

9. 9 Establishing Trials Purchasing Operator continues the workflow by locating the relevant e-resource and manually creating a PO line

10. 10 Establishing Trials PO line is completed and submitted using Save and Start Trial

11. 11 Establishing Trials Trial Operator fills in details about the trial

12. 12 Establishing Trials

13. 13 Agenda Introduction Establishing trials Managing trials Summary and additional resources

14. 14 Managing Trials Trials are managed on the Manage Trials page Edit details Delete the trial Edit the PO line Activate

15. 15 Managing Trials Before a trial can get underway, it must be activated

16. 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

17. 17 Managing Trials After trial concludes, the Trial Manager must Analyze the results Enter the results in Summary tab Record a purchase-decision

18. 18 Managing Trials Purchasing decision is implemented

19. 19 Agenda Introduction Establishing trials Managing trials Summary and additional resources

20. 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

21. 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