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. Locate the e-resource that needs to be activated using the following tabs and search box:
  3. Once you have located the e-resource, click on the ellipses to the right of the title and click "Edit Resource":
  4. You will now be in the Electronic Portfolio Editor (EPD)
  5. For standalone portfolios only: Click on the "Linking" tab and enable the Proxy service (you do not need to select the Proxy from the drop-down menu). Portfolios associated with a collection will inherit proxy settings from the collection level, so do not need information entered here.
  6. Click "Save":
  7. Test access:
  8. If access is working, no further steps are needed.
  9. Confirm that the bibliographic 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. An alternate method for replacing records is here: Replacing an e-Serial Bib
      1. Be sure to run the "General EBOOK edits" (or "General e-serial edits") Normalization Rule in the MDE before saving & releasing the record.