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titlePC to CDI Activation Report Phase (March 17- Apil 19)
  1. Ex Libris will enable the Alma Activation reports in each of our Alma environments on March 17. CDI WILL NOT BE ENABLED, just the reports.

  2. Review the report

    1. Review the report and check off what collections you want to be activated in the IZ

      1. Download the PC to Alma Activation report 

        1. Resources>Advanced Tools>PC to CDI Activation Reports

        2. Download the Excel Sheet

        3. Insert a new column “Activate in our IZ”

        4. Let us know what you’d like activated in your IZ.

          1. Yes, if it's a collection I manage in the IZ

          2. No, if it's a collection managed in the NZ

          3. No, if I changed my mind or no longer subscribe to the collection.

        5. Here is a short video as an example

  3. Place completed reports here by April 15.

    1. Use your institution as the file name. Ex.San Francisco State University

    2. The ERM team will use this Google sheet to track responses. We will use this list contact anyone that has not responded.

  4. Return to Ex Libris

    1. Ex Libris would like reports to be returned at the same time by the ERM team. We will facilitate this.

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