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- If a library has a subscription outside of the ECC or Opt-in subscription from the same vendor, for the same e-resource, share the e-resource in the NZ and activate the same e-resource in the Institution Zone (IZ). Please see “SHARED E-RESOURCES (ECC and Opt-In)-Selection and Activation” for more details.
- The IZ e-resource would only include those portfolios subscribed to outside of the SDLC negotiated subscription. The same e-resource would be active in both the NZ and IZ but with different portfolios.
- Example would be if a library subscribes to the central Opt-in e-resource, Sage 2014, but also locally negotiated with the vendor for portfolios not included in the centrally negotiated title list. The portfolios negotiated outside of the central subscription would be activated in the IZ.
- The IZ e-resource would only include those portfolios subscribed to outside of the SDLC negotiated subscription. The same e-resource would be active in both the NZ and IZ but with different portfolios.
- Use list of titles supplied by the vendor to create file to import into Alma to activate and update portfolios included in subscription.
- Only need title list if subscription is a partial list of what is available from the vendor for that specific package.
- Use Electronic Collection search option in Alma to locate the best matching e-resource title. Search query help can be found in Helpful Alma Repository Search Queries
Procedures in Alma
1) Acquiring New e-Resources - Please refer to ULMS Acquisitions Policies & Procedures :
a) Once the best matching e-resource title has been located,
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- Pros?
- Cons?
Procedures in Alma
1) New e-Resources: *[work with Acquisitions on Order details OR link to ACQ doc ??]
a) Ordering
b) Vendor Record
c) Fund and Ledger
d) License
order and activate the resource for the Institution.
2) New e-resources that go through the purchasing process in Alma, are automatically added to the Electronic Resource Activation Task List.
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a) Locate (see recommended query) and Activate [may need to update/revise steps below]
i) Search Repository> Click on Community Tab > Find Electronic Collection > where Electronic Collection Name > contains (e-resource name)
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(1) both proxy enabled and select proxy pull down menu
v) Activate Make Service Services Available
(1) (Also crossref enabled?)
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vii) Test access
4) Check CZ Updates Task List
a) Most important reports to read
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5) Abstract & Index Databases: Please see Provider-Neutral Records section on “Shared e-Resources (ECC and Opt-In)-Selection and Activation” and
6) Migrated Locally Subscribed e-Resources: [SEE CHECK LIST-WILL BE POSTED ON WIKI]
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