Activate single portfolios

Click on the Task List icon (clipboard with a check mark) in the main menu bar.

Click on Electronic resources >> Activation >> Unassigned.

On the resulting page, the field Status will identify the necessary action for each title; a newly ordered title will have a status of Check access

Once you start working on an item in the list, it will show up in the “Assigned to me” tab. 

From the ellipsis to the right of the title, select Test access. This will link you to the title to test access and coverage as usual.

If full text is not yet available, follow up with the vendor. 

When access and coverage has been verified, select Activate from the ellipsis to the right of the title.

Click Confirm, and then Confirm again. The title is no longer suppressed, and the link is available to the public.

You will be redirected to Portfolio Editor

Go to the “Coverage” tab. Verify the dates. If your access differs from the Global Date Information, add coverage information to the Local Date Information section, switch the “Which coverage statement will be applied?”  radio button to “Only local”.

Click Save.  

You are then taken back to the Assigned to Me tab of the Electronic Resource Activation Task List. Find the resource you were just working on, click the ellipsis button and select Done. This will remove it from the task list. 

*** To access the public view; do a title search in the institution zone, find the record, and click “Display in Discovery” from the ellipsis menu.

 

By jdezember on 09-18-2023

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