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- CZ records are activated in Alma, which creates an instance of the same record in our IZ. Any updates to the CZ record from Ex Libris will be reflected in our IZ records automatically.
- 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) -
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task list
- click on task list at top right
- choose 'electronic resources activation'
- search for 'The Laryngoscope'
- from ellipsis, choose 'test access'
- from ellipsis, choose 'activate'
- from ellipsis, choose 'done'
Activating Journals (continuous orders) - alternate workflow - ADVANCED
- Example: search for 'The Laryngoscope'
- note in this example, we discover 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 - task list
- click on task list at top right
- choose 'electronic resources activation'
- search for 'Arts Therapies in the Treatment of Depression'
- from ellipsis, choose 'test access'
- from ellipsis, choose 'activate'
- from ellipsis, choose 'done'
Activating single Ebooks
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- alternate workflow - ADVANCED
- 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?