Page Comparison

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1. Setup shared resource in NZ

   1. Locate e-resource using search query for Electronic Collections (see recommended query) in the CZ logged into the NZ admin instance.

   2. Activate the new e-resource (see Activating Electronic Resources).
   3. Uncheck Mark Bib as suppressed to include the Descriptive Record in the NZ.
   4. Check Activate this electronic collection service and Mark service available and click the Next button.
   5. Click Next on the Service Linking Parameters page- do not fill in parameters on this page.
   6. Activate portfolios, there are 3 options.  See e-Resources, available from SDLC, for which option is necessary.  Some e-resources are aggregators and all titles would be activated.  Some e-resources are select packages where SDLC negotiated for a specific list of titles and the individual titles would need to be activated.
      1. Activate All -Activation of the complete electronic collection with no selection of portfolios (examples EBSCO, ProQuest, Gale, JSTOR).
      2. Activate electronic collection and selected portfolios via Excel file upload (examples Sage, Project Muse, Wiley, Elsevier, Springer) .
         1. Update e-resource using Excel file and directions for Bulk Loading.
         2. Recommended data needed from vendor
            1. ISSN or ISBN and TITLE
               
            2. Full Text Coverage in either YYYY/MM/DD or YYYY/VOLUME/ISSUE 
      3. Manual activation - activate electronic collection and manually select portfolios (examples AIP, ASC, AMS).
      4. Use the Elsevier Science Direct Autoload e-resource.  Elsevier will update the e-resource with CSU's holdings.
   7. Activate the e-resource and once processed, search for new e-resource in NZ.

   8. Locate e-resource in the NZ and set up Group Settings for libraries subscribing to central e-Resource.

      1. See list of subscribed libraries in SDLC's Subscription Log and send message to libraries who wants to share e-resource. (Tech Services list serv or designated contact for each library??? In SFX, there was a specific group emails were sent, do the same in Alma???)

      2. Click on Edit Service.

         1. add internal note indicating if e-resources is Opt-in or ECC.
      3. Click on Yes on Activate new portfolios associated with service automatically? if necessary for this e-resource.
      4. Cick on Group Settings tab to add instances sharing e-resource.
      5. Click on Add Settings for Group, choose the Group name that matches the library name.

      6. Each instance added in Group Settings needs Proxy set to Yes.

      7. If needed, add Linking Parameters for each library and Save Settings.

         1. Linking parameters must be entered for each Group Setting not the Linking Information tab.

         2. Linking parameters will not migrate from SFX and must be re-entered post-migration
2. Test new e-resource 
   1. Test shared e-resources from CO IP range -connect via VPN.
   2. At e-resource page, click on View It.
   3. Resource should appear in the Alma menu and after clicking on e-resource name, proxy login page for library should appear.
3. Set up Provider-Neutral Records (Alma's Electronic Collection Records)
4. Ordering the e-resource steps are located in  Shared e-Resources (ECC and Opt-in) - Consortial Acquisitions (may need to link to Acquisitions policy-look for overlap or copy steps?)

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