Configuring Distributed Access to Electronic Resources from the Network Zone
The following roles can configure distributed access to electronic resources from the Network Zone:
- Repository Administrator
- General System Administrator
This page is relevant only for the Network Zone. If you are working in a member institution and want to distribute access to electronic resources by campus/library (for the resources to which your institution is granted access by the Network Zone), see Configuring Distributed Access to Electronic Resources.
Adding an Inventory Management Group
For the institutions of a collaborative network implementing a Network Zone, Alma enables distributing access to electronic resources. The Network Zone administrator can specify that an electronic portfolio, service, or collection is accessible only to certain member institutions, or even to specific library/campuses within a member institution (IZ). Patrons searching or browsing in Discovery from a restricted institution/library/campus cannot access the resource contents. If you want to show only resources that have available access in search results, you can create a separate view per campus/library, with scope that includes only electronic resources available for this campus/library. For more information, see Configuring Search Profiles for Primo VE > Defining a Local Data Scope.
Alma uses inventory management groups to control distributed access. An inventory management group is a set of member institutions, campuses and libraries. These groups can be assigned to portfolios, services, or electronic collections.
For example, if the Network Zone wants certain electronic resources to be available to institutions A and D, but not to institutions B and C, the Network Zone can define the resources to be available for a group that contains only institutions A and D. Other institutions will then not be able to access these resources.
Leaving available for blank in a Network Zone Electronic Collection makes availability for that Electronic Collection default to 'All'.
Inventory management groups are managed on the Inventory 'Available For' Management Groups page (Configuration Menu > Resources > General > Inventory Network Groups) of the Network Zone.
To add an inventory management group:
To allow central office operators to allocate electronic resources to specific libraries or campuses within a member Institution Zone, Inventory Network Groups should be created including the relevant campuses/libraries from within the institution.
To enable this feature, set the customer parameter nz_multi_campus_members to true. Access the customer parameter from Configuration Menu > Resources > Other Settings.
- On the Inventory 'Available For' Management Groups page of the Network Zone, select Add Group. The Add Group dialog box appears.
- Enter a name for the group, optionally enter a description, and select Add and Close. The group appears on the Inventory 'Available For' Management Groups page.
- Select Edit from the group's actions list. The Inventory Management Group Details page appears.
- Select the institution to add to the group and select Add Institution. The institution is added to the group.
- If you enabled this feature, you can also select the campus/library to add to the group:
Inventory Management Group Details - When you are finished, select Save.
The group is now configured. You can delete the group on the Inventory 'Available For' Management Groups page.
After configuring the group, locate the portfolios, services, or electronic collections that you want to make available only for the group and configure them. For more information, see Associating a Resource with the Inventory Management Group, Associating an Electronic Collection with an Inventory Management Group, and Understanding the Effects of the Inventory Management Group. Note that these sections relate to groups that aren't using a Network Zone, but the concept is the same as for groups working with a Network Zone.
If you delete an inventory management group that is connected to inventory, the relevant setting in the inventory is also deleted and cannot be automatically restored.
By default, you define management group restrictions on electronic collections only. In this case, portfolios inherit inventory management group restrictions from electronic services, and services from electronic collections. These restrictions appear at the top of the Group Settings tab of the service or collection. To define different management group restrictions on different levels of resources, define specific inventory management group restrictions for portfolios and services, separately from the inventory management group restrictions that are defined for the electronic collections with which they're associated.
For more information about inheriting group restrictions, see the E-Resources: Inherited ”Available For” Groups video.
Proxy Settings for Inventory Groups in the Network Zone
To distribute resource access from the Network Zone, you can apply inventory groups to Network Zone electronic collections. For that, you create an “Available For” management group for each institution, then each institution could be applied as needed to collections to which they have access.
For example, see the below instructions for an Institution Zone by the name of 'University of Knowledge', for which you want to manage electronic collections in the Network Zone:
To distribute resource access from the Network Zone:
- Activate the electronic collection in the Network Zone.
- Make it Available For a specific Institution Zone (in this example, a group containing 'University of Knowledge') using Group Setting at the level of the electronic collection service.
- If the institution Zone ('University of Knowledge') uses proxy for access, then in the 'Available For' Group Settings set the below:
- Proxy Enabled – select Yes
- Proxy selected – leave empty
This is how it works:
- OpenURL (from the Discovery or any other OpenURL compliant source) is sent to 'University of Knowledge'. Alma Link Resolver checks in the Network Zone if there are any electronic services available for the OpenURL.
- If Alma Link Resolver finds an electronic service that is available for 'University of Knowledge', it presents it to the end user. Once the end user clicks it, Alma Link Resolver generates the target URL including Proxy (as proxy was enabled for the service). The proxy that will be used is the default Proxy according to the user’s context: if the user is in a library/campus, and a default proxy is defined for this library/campus, this proxy will be used. If no proxy is defined in the level of campus/library, or the user is not in this context – the institution’s default proxy will be used.