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:
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3. Locate the e-resource that needs to be activated using the following tabs and search box:
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5. Once you have located the e-resource, click on the ellipses to the right of the title and click "Edit Resource":
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7. You will now be in the Electronic Portfolio Editor (EPD)
8. 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.
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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 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.