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Add Libraries to Service Group Settings
Group Settings are set up for libraries sharing that resourceThese steps can be skipped if the resource was migrated from SFX.
- Go to Actions button and Choose Edit Resource
- Go to the Additional Information tab
- Locate the Services at the bottom and click on Full Text label under Service Type
- Click on Service Activation Status = Available if not already set to Available
- If this is an aggregator, click on Activate new portfolios = YES
- Go to the Group Settings tab from the Electronic Services Editor
- Add libraries that are sharing this resource to Group Settings
- Click on Add Settings for Group
- Locate the Library, Activate the Proxy and if necessary, enter in linking parameters and Save
- Keep adding libraries until finished and click on Save
- Click on Save again if finished making changes or adding data to Resource Services
- Save again if finished making changes or adding data to Resource
- Test Access under Actions button - see if journal links to resource
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Library Orders Resource -- Libraries start here --
Library will ORDER the e-resource after it is has been activated and negotiated license has been attached in the NZ by the CO. The following procedures are one possible way for the library's acquisitions department to order an Opt-in resource from the NZ.
Member Institution (the
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process is up to the library but the CO must be vendor and material supplier):
- Library needs to create a vendor for the CO in their institute before Ordering the e-resource (For CO/SDLC as a vendor, this should be a one-time set-up for libraries.)
- Locate the e-collection in the Repository in the NZ
- Click on Order (Order link only appears if the library is listed in the negotiated license)
- Purchase Type – Electronic Collection – Subscription
- PO Line Owner – Main Library (Main Library is one option, POL Owner depends on local library configuration)
- Material Supplier would be the CO in this case (not shown in the video) Choose the CO vendor record
- Change e-Activation to 1 day to active search immediately
- The List Price came from the negotiated license in the NZ admin
- Choose Fund local to the library (to pay back the CO -waiting on how this will function with CPO for now CPO process will remain the same)
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