Trials/Evaluation

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WORKFLOW OVERVIEW

Alma's evaluation functionality allows you to notify participants of upcoming trials and solicit feedback from them. In Alma-speak, the term "evaluation" refers to the workflow. Any given instance of the evaluation workflow is referred to as a "trial."

Prerequisites: Before undertaking a trial, you or a co-worker(s) with whom you are working, should be able to 1) Create a Purchase Order 2) Activate an Electronic Resource.


LOCAL DOCUMENTATION

Trials.pdf

Trials - A quick start guide for the USG with tips and brief explanations.

EXLIBRIS DOCUMENTATION

Evaluation Workflow

A flow chart of the Trials workflow with brief descriptions of the steps.

Managing Trials

Detailed description of processes related to trials with screenshots.


SUPPLEMENTAL LINKS

ALMA 204: Trials and Evaluations (Ex Libris video class)