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