Before creating a local collection or database

1. Search the Institution Zone to confirm that the E-Collection is not present.
2. Search the Community Zone to confirm that the E-Collection is not available.
3. Have information about your E-Collection ready, including (when applicable):
   • Title
   • Description (optional)
   • Link
   • PO Line number
   • License name
   • Interface name

Add local electronic collection

1. From the Resources menu, select Add Local Electronic Collection
2. In the Electronic Collection Editor, enter:
   • Public nameDescription and Internal description are optional, but may be useful.
   • Collection type:
     • Selective Package – Only the portfolios that you select from a package are activated.
     • Aggregator Package – The entire package of portfolios is added to your collection and activated automatically.
     • Database – Your collection begins with an online database record. (rarely used)
   • Service type:
     • For packages, select Full Text
     • For databases, select None
   • Library: Select the Library creating the collection or placing the order.Click Save and continue

Add acquisitions, licensing, linking, and descriptive information

For electronic collections

1. The Electronic Service Editor will open
2. Click the Activation tab
   • Service activation status: Select Available if appropriate
3. Click the Linking tab. You may need to consult with E-Resources staff to populate this correctly.
   • See Linking Tab Options under Adding a Local Electronic Collection (Ex Libris documentation) to fill out the linking information
4. Add Notes if necessary
5. Click Save. You will then be on the Electronic Collection Editor Additional tab.
6. Click the General tab.
   • Interface name: Search and select interface if appropriate
   • PO Line: Search and select POL if appropriate
   • License: Search and select license if appropriate
7. Click the Additional tab.
   • Level URL: Enter the link
   • Is free?: Click Not Free or Free if appropriate
   • Proxy enabled: Click No or Yes if appropriate (based on the link and access model)
   • Additional descriptive information:
   • Add Notes if necessary
8. Click Save

For databases

1. Click the General tab.
   • Interface name: Search and select interface if appropriate
   • PO Line: Search and select POL if appropriate
   • License: Search and select license if appropriate
2. Click the Additional tab.
   • Level URL: Enter the link
   • Is free?: Click Not Free or Free if appropriate
   • Proxy enabled: Click No or Yes if appropriate (based on the link and access model)
   • Additional descriptive information: Add Notes if necessary.
3. Click Save.