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Electronic Resource Management

Last updated Janurary 28, 2026.

Priority Documentation 

Documentation necessary for activating EBSCO e-collections provided by CARLI and provided by the State of Illinois in your Alma Institution Zone (IZ).

Managing EBSCO e-Collections in the Institution Zone

 

Newly Added Documentation

Highlighting *NEW!* webpages.

Re-syncing an Electronic Collection in Alma

Using Overlap and Collection Analysis

Uses for Alma Extended Export

 

CARLI Electronic Resources 

For information on CARLI's Funded Resources, Database Brokering, E-Resources Training Videos, Technical Assistance, and CARLI's Licensing Principles and Brokering Values, visit the CARLI E-Resources pages.

SOFTWARE AS A SERVICE (SaaS)

The Software as a Service (SaaS) Selection Cycle occurs between February and March of each year. The current products and services available in the SaaS Selection Cycle are:

 

Electronic Collections

Activating, Identifying, and Deleting Electronic Collections in Alma

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

Alma Community Zone (CZ) Electronic Collection IDs

 

Post-Migration Maintenance

P2E Clean-up (How to resolve standalone portfolios)

 

Network Zone Electronic Collections

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

University of Illinois Press (UIP) Electronic Journals

Alma Database Type and EBSCO Packages

 

Analyzing Collection Data and Modifying Collections

NEW PAGE!Re-syncing an Electronic Collection in Alma

NEW PAGE!Using Overlap and Collection Analysis

NEW PAGE!Uses for Alma Extended Export

 

Electronic Resource Linking

Tips, Tricks, and Hacks

A guide to basic and advanced troubleshooting. Different tips, tricks, and hacks for figuring out linking issues.

Troubleshooting Alma/Primo VE Broken Links

 

Tips for parsing the weekly updates in Alma.

Alma's Community Zone Updates Task List (CZUTL): Reviewing in your IZ

 

Linking Parser Parameters

Linking parser parameters for EBSCO and other vendors.

EBSCOhost Alma E-Collections Linking Parser Parameters

Setting Customer or Location ID in Alma Electronic Collections

 

Primo VE Configurations for Linking Display

Embedding links, using Display Logic Rules (DLRs), creating webhooks for search profile slots, linking for Unpaywall.

Embed Links to Primo VE in external databases and indexes

Electronic resources-related Display Logic Rules

NewsBank Article-Level-Linking 

Improving Linking in Primo VE with Unpaywall

 

Electronic Resources Infrastructure

Institutions who have set up OpenAthens for SAML authentication may also wish to configure the service for proxy redirection. This enables resources to be authenticated to library users via the same single sign-on (SSO) service as they use to login to Primo VE. 

Configure OpenAthens as a Proxy Redirection Service

 

Electronic Resources Usage Statistics

SUSHI accounts automate the retrieval of COUNTER reports from vendors in Alma. You create a SUSHI account for each vendor and for each report type; a single vendor may require multiple SUSHI accounts, one for each report type. For an R5/R5.1 SUSHI account, you can create a single account for all of the necessary report types.

 

CARLI DOCUMENTATION

Alma and SUSHI (under review)

Setting Up SUSHI Harvesting in Alma (under review)

Finding SUSHI Credentials (under review)

Alma SUSHI Harvesting Job Statuses (under review)

 

EX LIBRIS DOCUMENTATION

Managing COUNTER-Compliant Usage Data

SUSHI Vendor Lists

 

Electronic Resources Cataloging

Record Sharing and Linking Among the Alma Zones

Zones in Alma

 

OCLC Data Sync and Electronic Resources Records

Alma Electronic Resources Management and OCLC

Defining Electronic Titles Sets for OCLC Data Sync

 

Automatic Upload of Electronic Holdings (Autoholdings)

Autoholdings for ProQuest Ebook Central Collections

 

Federal and State Government Documents Electronic Resource Records

Resources for Government Documents Catalogers

 

Electronic Resources Acquisitions, How-Tos, and Workflows

Working with Acquisitions Templates, Import Profiles, Invoices, and Normalization Rules.

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

These sessions were not recorded. Presenters provided their slides and these are linked below.

 

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