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These procedures are for the central office and the NZ Administrator.  From the NZ admin instance, the ECC or Opt-in e-collections will be activated and ordered from the CZ and then maintained in the NZ.  Libraries that subscribe to an e-collection with no assistance from the central office (SDLC) in negotiating or payment, will activate and order from the CZ and maintain the e-collection in the IZ.  More information about the local IZ e-collections, see the policy for Model 1, IZ Acquiring and Activation new e-collection.

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. Suppress the bib record so that the Descriptive record will not be activated 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.  Other e-collections that are updated using autoload are ProQuest Ebook Central Perpetual and Springer AutoHoldings.
   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, which can be found under the NZ License, Subscription Log.

      2. Click on Edit Service.

         1. add Internal note indicating if e-resources is Opt-in or ECC.  Must have this note so that libraries can locate which resources they are sharing in the NZ that are either ECC or Opt-in.  
      3. Click on Yes on Activate new portfolios associated with service automatically, if necessary for this e-resource.  This would be for aggregator e-collections.
      4. Click on Group Settings tab to add instances sharing the e-resource.
         1. Click on Add Settings for Group, choose the Group name that matches the library name.

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

         3. 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 at the service level.

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 

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