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  • 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
  • Steps are complete and libraries can order the resource, see section below


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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.

Acquisitions exception -Sharing Electronic Resources in the NZ but not ordered from SDLC:  

If your library is sharing a resource in the NZ but did not negotiate for that resource with SDLC, the POL will need to be attached to a provider-neutral record/OCLC record.  The electronic full text collection can be shared but the licenses and purchases orders cannot be maintained centrally and will need to be attached to this PNR record.  Please DO NOT use the Alma CZ Descriptive Record for that resource (See Catalog recommendations: Provider-Neutral Records & Use of Database-Level Records).  Acquisitions Task Force has information for attaching current POLs to records in the NZ: Acq FAQ . Example:  EBSCO Art Full Text is a shared resource that 8 libraries are sharing in the NZ.  Only two of those libraries negotiated the resource via SDLC.  All 8 libraries can continue to share the NZ resource but only 2 of those libraries will have consortial acquisitions attached to the e-collection.   The other 6 libraries will need to attach POLs to the OCLC/PNR record in the NZ.

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 process is up to the library but the CO must be vendor and material supplier):

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