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Setup shared resource in NZ
Locate e-resource using search query for Electronic Collections (see recommended query) in the CZ logged into the NZ admin instance.
- 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)
- Uncheck Mark Bib as suppressed to include the Descriptive Record in the NZ.
- Check Activate this electronic collection service and Mark service available and click the Next button.
- Click Next on the Service Linking Parameters page- do not fill in parameters on this page.
- Activate the portfolios, there are 3 options. (See SDLC e-Resources for which option is necessary). (FIX WORDING HERE)
- Activate All -Activation of the complete electronic collection with no selection of portfolios (examples EBSCO, ProQuest, Gale, JSTOR).
- Activate electronic collection and selected portfolios via Excel file upload (examples Sage, Project Muse, Wiley, Elsevier, Springer) .
- Update e-resource using Excel file and directions for Bulk Loading.
- Recommended data needed from vendor
- ISSN or ISBN and TITLE
- Full Text Coverage in either YYYY/MM/DD or YYYY/VOLUME/ISSUE
- ISSN or ISBN and TITLE
- Manual activation - activate electronic collection and manually select portfolios (examples AIP). (LIST MORE RESOURCES HERE)
- Activate the e-resource and once processed, search for new e-resource in NZ.
Locate e-resource in the NZ and set up Group Settings for libraries subscribing to central e-Resource.
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???)
Click on Edit Service.
- add internal note indicating if e-resources is Opt-in or ECC.
- Click on Yes on Activate new portfolios associated with service automatically? if necessary for this e-resource.
- Cick on Group Settings tab to add instances sharing e-resource.
- Click on Add Settings for Group, choose the Group name that matches the library name.
Each instance added in Group Settings needs Proxy set to Yes.
- If needed, add Linking Parameters for each library and Save Settings.
Linking parameters must be entered for each Group Setting not the Linking Information tab.
- Linking parameters will not migrate from SFX and must be re-entered post-migration
- Test new e-resource
- Test shared e-resources from CO IP range -connect via VPN.
- At e-resource page, click on View It.
- Resource should appear in the Alma menu and after clicking on e-resource name, proxy login page for library should appear.
- Set up Provider-Neutral Records (Alma's Electronic Collection Records)
- Ordering the e-resource steps are located in Shared e-Resources (ECC and Opt-in) - Shared Acquisitions (may need to link to Acquisitions policy-look for overlap or copy steps?)
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Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
| 8/23/2016- ERM Task Force discussed the ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma. | Draft for Shared Resources due September 30th. Send draft to Tech Service Working Group Leads | |
Rough Draft for Shared Resource policies and procedures |
| Sent Drafts to Tech Services Working Group Leads | ||
ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads | | ERM Task Force met to discuss policies and procedures | ||
Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group. | | Link to Drafts were sent out to the Tech Services Working Group | ERM Task Force will go over the feedback received from the ULMS IMP Team and the Tech Services Working Group. Meet with other TS Working Groups to discuss overlap of policies and procedures. ERM Task Force will meet | |
Final "live" Draft for Shared Resources is due | Jessica Hartwigsen |
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ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads | Jessica Hartwigsen |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date