E-Resource Activation, Deactivation and Deletion
E-RESOURCE ACTIVATION, DEACTIVATION AND DELETION
GOBI
- Task List Electronic Resources>Activation- Unassigned
- Find Title
- Copy MMS ID
- Search by MMS ID
- Click Portfolio List
- Click Test Access
- Check if access works
- Can search in this window or click Display in a new window
- If access is available you should see a download option and view chapters
- If no download is available access is not yet granted
- When access is available
- Return to Portfolio
- Click Ellipsis (…)
- Click Activate
- Resource has been activated
- Return to Task List
- Click Task List Electronic Resources>Activation- Unassigned
- Find title
- Click on Ellipsis (…)
- Click Done
- Activation is updated, it will remove from task list and update POL from Sent status to Waiting for Invoice
Kanopy and Individual Proquest Titles
- Purchase order is created by Collections Services Staff Member and will be available in Alma, see Creating a Purchase order for EBooks and Databases
- Go to Task List Electronic Resources>Activation-Unassigned
- Copy MMS ID
- Search for title as outlined above
- Click Portfolio List
- Click Edit Portfolio on:
- Kanopy: Licensed content on Kanopy
- Proquest: Proquest Ebook Central
- Click Acquisition Tab
- Type in title or add POL line number
- Click Save
- Return to:
- Kanopy: Licensed Content on Kanopy
- Proquest: Proquest Ebook Central
- Click Ellipsis (…)
- Click Create E-Activation Task
- Go to Blank Portfolio for either Kanopy or Proquest (this was the created with the purchase order)
- Click Ellipsis (…)
- Click Delete
- Ensure Do Nothing is selected
- Click Confirm
- Return to Task List Electronic Resources>Activation-Unassigned
- Find title
- Click Ellipsis (…)
- Click Done
Kanopy and McIntyre Deactivation
- Do a search to find the title that is to be deactivated
- Click Portfolio List
- Click Ellipsis (…)
- Click Deactivate
- Ensure to not Delete
Criterion Deletions
- As above for Kanopy deletions however select Delete