ERM Workflow: Activating E-Resources

Scenario: Use this workflow to activate electronic resources.

Required Alma roles: Electronic Inventory Operator

Ex Libris documentation on this process can be found HERE.
Alma Glossary can be found HERE.

Workflow:

1. In Alma, go to "Manage Electronic Resource Activation" found under the "Resources" heading on the left side of the screen:
2. 
3. Locate the e-resource that needs to be activated using the following tabs and search box:
4. 
5. Once you have located the e-resource, click on the ellipses to the right of the title and click "Edit Resource":
6. 
7. You will now be in the Electronic Portfolio Editor (EPD)
8. Click on the "Linking" tab and enable the Proxy service (you do not need to select the Proxy from the drop-down menu):
9. 
10. Click "Save":
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12. Test access:
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14. If access is working, no further steps are needed.
15. Confirm that the record is high-quality and meets our standards:
    1. If the record does not meet our standards, see Cataloging Workflows: Import OCLC Records Into Alma.
       1. Be sure to run the "General EBOOK edits" Normalization Rule in the MDE before saving & releasing record.