Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • from the task list, can test access and activate resources.
  • analogous to work orders/receiving workflow - click 'Done' or it will stay on the list.  (Reference acquisitions & order maintenance classes.)

...

Introduction to the Community Zone

Searching, interpreting records, levels (service, collection, portfolio)

  • portfolios are individual title level and must be part of a collection
  • portfolios are grouped/organized into collections.  you can see a list of all the portfolios in a collection. best practice is that portfolios must be part of a collection.
  • proxy settings for eresources are set at the service level, portfolios inherit these settings
  • conceptual difference between collection & portfolio - analogy to print inventory (reference items & holdings class)

Activating Journals (continuous orders) - order already placed

  • Example:  search for 'The Laryngoscope'
  • note that this title migrated from Aleph - there is an existing order so there will not be a task list entry
  • find electronic version, expand portfolio list - note that Interfaces can have multiple collections (e.g., wiley)
  • find inactive portfolio, click on 'view'
  • in electronic portfolio editor, click 'active' radio button
  • update coverage if necessary on coverage tab

Activating single Ebooks

...

- order already placed 

  • Example: search for 'Arts Therapies in the Treatment of Depression' (1-315-45441-6)
  • click on Portfolio List
  • note proxy settings: do you need to change?  (no)
  • further work: Relink to another bibliographic record (advanced topic?)
  • are we done?