profile tab

The Profile tab allows users to define their library's journal collection from the list of subscriptions provided.
When a package is selected, you must create one or more rules that specify the titles and coverage for that particular package. When you have made changes to your profile, click the Request button to request an updated coverage load file from Innovative.
There are four limits within Profiling:

All Contains a list of all possible subscriptions within CASE

Subscribed The packages you have subscribed to and created rules for in CASE

New packages that are available

Available List of packages that you have not chosen as subscribed

To add a new group of titles to your CASE, you will need to take the following steps:




You can create a general rule:



Or a rule that is more complex, containing information such as date restrictions:

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  1. Select the limit you wish to utilize, and from that list, select the appropriate vendor package.
  2. Click on the "Add New Rule" button
  3. First, select the type of coverage you have. It will either be "All" or any combination of coverages you select from the list.
  4. Next, select which of the titles in the package you have. Utilizing the "All", "Selected", and "All Except" radio buttons will make this task easier. If you choose either "Selected" or "All Except", a button marked "Select Titles" will appear. Clicking this button will open a new page that contains a title list.
    1. You can select titles one at a time, holding down the CTRL key on your keyboard, or you can select a list of titles by clicking on the first title, hold down the SHIFT key, and click on the last title in the list.
    2. After selecting the titles, click \"OK\" to add them to the title list.
    3. NOTE You may go back to the title list as many times as you like to add or delete titles before finishing the rule creation.
  5. Finally, if you have any date restrictions for the journal package, you will need to enter those coverage dates now. If you have unrestricted access to the package, you may leave the date fields blank.
  6. Once you have completed the adjustments to your rule, click the "Save" button at the bottom of the page. This will take you back to the summary page for that journal package, and allow you to view the rule you've created.
  7. If you need to create more rules for that package, follow the steps in this list beginning with 2. If you are finished with the rule creation for this journal package, click on the "Profile" tab to return to the list of journals. The limit you had selected will be the limit you are returned to.
To make these changes permanent and adjust your coverage load, you will need to click the "Request" button in the upper right side of the screen.

When you click the Request button, a "New request issued" screen will display. You will receive an email message when the Content Access Service has completed the new file build and made it available for your Millennium server.


CASE Tutorial: Release 2006
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Last updated: April 2008