Page Comparison

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vii)  Test access

4)   Check CZ Updates Task List - Using the Community Zone Updates Task List eliminates the time-consuming process of manually reviewing and implementing each change.

(a)  Most important reports to read

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  Access the Community Zone Updates Task List once per week.

(b)  To access the CZ Updates Task List

• Resource Management> Manage Inventory>Community Zone Updates Task List

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(c)  Review the updates made to your Institution Zone records from the Community Zone updates.

• • Apply the Community Zone Updates Task List filters that are useful for your particular institutional workflow. You may find it more useful to apply the filters and check the electronic collection-level changes before applying the filters and checking the portfolio-level changes.
  • As you filter and view the entries, look for:
    • Deleted portfolios

      • These are portfolios that were deleted in the Community Zone and have become local portfolios. You will need to decide if the portfolio should be deleted. This decision will most likely be determined by whether there is still access to the resource.

    • Portfolios that were added to the aggregator collection but were not automatically activated

      • The portfolio is not automatically activated if it was initially chosen on the collection level. You need to decide if the portfolio should be activated.

    • Portfolios where the global coverage was updated and the library has local coverage

      • You will need to determine if you want to remove the local coverage.

  (d)  Dismiss the records for which you have accepted the update using Dismiss Selected or Dismiss All (refer to the procedure To work with the Community Zone Updates Task List procedure above for more information). The expectation is that the vast majority, if not all, of the entries will be dismissed.

5)  Abstract & Index Databases:  Please see Provider-Neutral Records section on “Shared e-Resources (ECC and Opt-In)-Selection and Activation” and "Provider-Neutral Records & Use of Database-Level Records"

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• Managing Electronic Collections
  

• Activating Electronic Resources

• Electronic Resources – Scenarios and Workflows Guide

• Creating & Adding a Local Electronic Collection

• Creating & Adding a Local Electronic Collection - video

• Working with Database Type Electronic Collections (Local Collections)

• Alma Community Zone Intro and Task List - video

• Working with the Community Zone Updates Task List Guide

University of Rhode Island

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