South Dakota Library Network SFX Management Basics Activating Resources South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD © South Dakota Library Network, 2012 ©Ex Libris (USA), 2012 Modified for SDLN Version 4

SFX Management Basics Aggregator Targets 2 Aggregator Targets are databases in which the library subscribes to all titles within a collection. Examples are: EBSCOHost Academic Search Premier Proquest Research Library GaleGroup IT Expanded Academic ASAP

SFX Management Basics Aggregator Targets – 3 step process to activate 3 Activate the Target Activate the Target Service/Services Activate the Object Portfolios

SFX Management Basics SFX Admin Module - KBManager 4 Login to (your library code follows sfx, example sfxsda)

SFX Management Basics Search for Targets 5 Click Targets in the KBManager

SFX Management Basics Aggregator Targets – activate the target 6 Find a target by using the Filter Target List box:

SFX Management Basics Aggregator Targets – activate the target 7 Click the ‘ ’ button located next to the target name, ‘ ’ button will become a yellow ‘ ’ button.

SFX Management Basics Aggregator Targets – activate the target service/services 8 Click S to go to Target Services Click the ‘ ’ button located next to service you want your users to have access to.

SFX Management Basics Aggregator Targets – activate the object portfolios 9 When you active the service, you will be asked if you wish to activate all the portfolios: Click Yes to activate all the portfolios.

SFX Management Basics Aggregator Targets – activate the object portfolios 10 Now the service is activated: And, all the portfolios:

SFX Management Basics Selective Targets – 3 step process to activate 11 Activate the Target Activate the Target Service/Services Activate the Object Portfolios

SFX Management Basics Selective Targets – activate the target 12 Find a target by using the Filter Target List box:

SFX Management Basics Selective Targets – activate the target 13

SFX Management Basics Selective Targets – activate the target service/services 14 Click S to go to Target Services Click the ‘ ’ button located next to service you want your users to have access to.

SFX Management Basics Selective Targets – activate the object portfolios 15 Click No so you will not activate all the portfolios

SFX Management Basics Selective Targets – activate the object portfolios 16 Select objects you wish to activate by clicking the checkbox in front of the title, then click Activate Once the service is activated, click P to go to the list of portfolios:

SFX Management Basics Selective Targets – activate the object portfolios 17 Click OK to activate selected objects

SFX Management Basics Selective Targets – activate the object portfolios 18 Selected objects are now activated