Page Comparison

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This document provides best practices for selecting an e-resource in the Alma's Community Zone (CZ) that best matches the subscription centrally negotiated by Systemwide Digital Library Content (SDLC) at the Chancellor's Office for the Network Zone (NZ) administrator in the NZ admin instance.  Also included are the best practices and procedures for activating a new e-Resource in Alma's Network Zone (NZ), including setting up the Group Settings for each institute.  Group Settings are a function of the Alma Inventory Management Groups used to manage a set of libraries, campuses, or institutions that have access to certain portfolios or electronic collections. Both of the Electronic Core Collection (ECC) and Opt-in e-resources will be included in the NZ and will be maintained by the NZ administrator.  This document also provides recommendations for libraries for these new e-resources added to the Network Zone (NZ).  Included in this document are best practices for Provider-Neutral Records (Electronic Collection records).  Once a new e-resource has been activated, both subscribed or Open Access (OA), libraries will be notified the e-resource is available to share in NZ.  (way to notify libraries-push the information out to libraries from NZ?)

Best practice recommendations

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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). (do we want a standardized public name for shared e-resources i.e. EBSCO Academic Search OR Academic Search, Elsevier Science Direct or Science Direct, ProQuest ABI/Inform OR ABI/Inform)
   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 the portfolios, there are 3 options.  (See SDLC e-Resources for which option is necessary). (FIX WORDING HERE)
      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.
      3. Manual activation - activate electronic collection and manually select portfolios (examples AIP). (LIST MORE RESOURCES HERE)
   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.

      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. 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. Set up Shared Acquisitions: See Shared e-Resources (ECC and Opt-in) - Shared Acquisitions

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