Activating E-Resources

WORKFLOW OVERVIEW

FLOWCHART ACTIVATING ERESOURCES.pdf

This chart is color coded and designed to link workflows together. Colored circles at the edges of this chart are meant to be matched with the corresponding circle colors and circle numbers on the edges of other charts. Blue underscored text hyperlinks to Ex Libris documentation. (Workflow Poster View)

    • Purple - Electronic Resources

The workflow for activating e-resources is different than those workflows for SFX and Full Text Finder. These workflows and procedures will give you an idea of how to activate different content that your library may purchase.

LOCAL DOCUMENTATION

Activating Complete Package from CZ JLEE 5.22.18.pdf

Activating Complete Packages from the CZ

The documentation below describes how to activate complete packages from the CZ. For instance, if your institution purchased the complete Sage Premier 2017 package, you would activate the whole package from the CZ.

Activating Selective Titles from CZ- edit JL 52418.pdf

Activating Selective Titles from the CZ

For many libraries, purchasing individual titles instead of whole packages is a normal occurrence. In the documentation below, there is a step by step workflow for how to activate a selective package from the CZ either by manual activation or file upload using an Excel spreadsheet.

Creating Local Collections - edit_ JL 52518.pdf

Creating Local Collections

In most cases, your institution can activate selective and/or complete packages within the CZ. However, there are times when local portfolios and local collections need to be created if the content cannot be found in the CZ. The following documentation will cover how to create local portfolios and local collections within Alma.

Creating Local Portfolios edit JL 52918.pdf

Creating Local Portfolios

A portfolio is the specific coverage, services, and link information relevant for a particular electronic title. Portfolios may be defined as standalone entities or as part of an electronic collection. Alma enables you to create and update portfolios separately from the workflow used to add local electronic collections. For more information on adding local electronic collections.

Localize Portfolio Holdings - edit JL 52518.pdf

Localize Portfolio Coverage Information

Coverage dates can be changed to reflect local entitlements.


Adding PO Lines to an Active Electronic Collection.pdf

Adding PO Lines to an Active Electronic Collection

GALILEO Consortial Resources

For a list of all of the GALILEO base package and cost-share resources to be activated in the Network Zone, please see GALILEO NZ Activated Resources.

Films on Demand: FOD is a locally loaded collection maintained in the NZ for each institution by GALILEO staff and only contains titles from the FOD Master Academic Collection.

  • Titles are added and removed twice a year: January and July.

  • As titles are added and removed, the spreadsheet below will be updated with the list of added and deleted titles.

Films on Demand Adds/Deletes

Primo Publishing Schedule

Alma

  • 3 times a day

  • Every six hours

  • When to start 4am

Primo (hour later)

  • Start at 5am

  • Every six hours

EX LIBRIS DOCUMENTATION

This Ex Libris documentation includes how to add a local collection, managing local portfolios, activating electronic resources, and many other topics.

Managing Electronic Resources

Integration Profile (Ovid, Elsevier)