1. In Alma, do a repository search limited to Electronic Collection, and look for your database name:

Transcription

1 Electronic resources are a growing part of many library collections. Alma is designed to track and manage electronic resources along with all of the other physical materials in the library. Activating Electronic Resources (Databases) in Alma 1. In Alma, do a repository search limited to Electronic Collection, and look for your database name: 2. Note that after your search, there are two tabs for results, one for Institution and one for Community. Titles in the Institution tab are owned by your library. You may narrow your results, if needed, by clicking on a Limit, or facet, on the left-hand side of the screen. If you click on the Community tab you will see additional titles that are available for activation that your institution may not yet own:

2 Alma Electronic Resources Activation, 2 Key to Understanding Alma Activation Symbols Symbol Meaning Activated and Owned by your library (As viewed in the Institution tab.) Owned by your library but individual titles not activated yet (activation not completed). Activated and Owned by your library (As viewed in the Community tab.) Owned by your library but individual titles not activated yet (activation not completed). 3. After your initial search, change your search index ( where ) to do a title search for your database. This will limit your results to any record with your database in the title:

3 Alma Electronic Resources Activation, 3 4. Click on the Community tab to see all the collections for your title available in the Alma Community Zone repository. Scroll through the results and select the title for the database you want to activate, and click on the Activate link: 5. Complete the Activation Wizard as shown in the sample below. A. Fill in a Public Name (whatever would be listed in the Primo public catalog). Often you may choose to just repeat the database name. B. Select your Library by clicking on the blue triangle search or simply typing in the name in the Library search box. C. If you use a proxy server for remote access, select Electronic Collection Proxy Enabled, Yes and select the default proxy (or other if you have more than one). This setting would make the public catalog prompt remote users to login using the library s proxy server, usually EZProxy from OCLC. D. Uncheck "Mark Bib as Suppressed." This setting would hide your activated collection in the public catalog until you uncheck it. You can leave it checked if you are setting up a collection before it is ready for access or before your subscription starts. Then you would have to uncheck it later. E. Check "Activate this electronic collection service" and check "Make service available." This will activate your collection in Alma.

4 Alma Electronic Resources Activation, 4 F. Check "Automatically activate new portfolios" if you own an entire package. This box should be checked if this is a databases you own all current and future titles in. You would not check it if you were activating a selective package with only certain titles the library has subscribed to. G. You may put something in the various notes fields, if desired, or leave them blank. H. You may leave all other fields on the record blank unless you want to fill them in. Activation Wizard: Electronic Collection and Services Setup Sample 6. Click on Next after you have completed the Activation Wizard setup form.

5 Alma Electronic Resources Activation, 5 7. Enable the Proxy setting with Default Proxy again (if relevant) and click Next: 8. There will be a screen that asks you to select the activation type. Select "Activate all"* and click on Next: * You may also select to activate selected titles via Excel or manual activation if you are not enabling the entire collection.

6 Alma Electronic Resources Activation, 6 9. Review the Activation Summary and click on Activate: 10. You will see a Processing pop-up and then a note that your activation job has been submitted:

7 Alma Electronic Resources Activation, You may view your jobs in the Monitor Jobs portion of Alma to see if your activation job is running and/or if it has already finished. If you picked a database to activate that has thousands of titles, it will take a while to activate (minutes). If the database collection had hundreds of titles, it should finish fairly quickly. If you are returning to Alma to check the status of your activation job you may want to search by your Job ID as shown above in step 10: 12. After your activation job has completed, you can search for your collection again, by performing another Electronic Collection search. In the results you should be able to verify that your collection was activated if you completed the above steps correctly: Once you have activated an electronic resource in Alma you should also activate the title in Primo Central Index (PCI) activation wizard. Activation in Alma makes it so you can search and find journal titles in Primo. Activation in PCI makes it so you can search and find full-text articles in Primo, in addition to finding journal titles. The PCI activation wizard is an online tool accessible to your institution. Project Managers should contact the DALNET office for a copy of your institution s Primo Activation Wizard custom form with link and instructions.