Once a new resource has been acquired and the content provider has confirmed that access is available and active, it’s time to activate the resource in Alma so it’s discoverable in Primo.
Alma assists in the ordering and activation workflow for electronic resources by automatically populating the Electronic Resource Activation Task List with newly ordered electronic resources. When a POL is created for an electronic resource, the resource is automatically added to the Electronic Resource Activation Task List.
If your library is not using the acquisitions functionality in Alma and therefore did not create a purchase order line for the newly acquired resource, it will be necessary to locate and activate the electronic collection from the CZ.
If activating a selective package, it's necessary to select portfolios to activate within the collection. Two options exist to activate select portfolios: manually activate portfolios by selecting individual portfolios to activate or activate portfolios as a batch using an Excel file in the Portfolio Loader.
Enter an optional public name and leave the bib record suppressed in the first page of the Activation Wizard. Do not change the information in the Central Discovery Index Information section. Click Next.
If the library acquired a single ebook, journal, or streaming film from a vendor, the single portfolio will have to be activated in Alma from the appropriate vendor and interface.
Note that access is tested at the portfolio-level, rather than for the collection.
If your library is using the acquisitions functionality in Alma and a POL was created for the collection or portfolio, the collection or portfolio will remain in the Electronic Resource Activation Task List until you manually remove it.