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- Library needs to create a vendor for the CO in their institute before Ordering the e-resource (For CO/SDLC as a vendor, this should be a one-time set-up for libraries.)
- Locate the e-collection in the Repository in the NZ (use respository search for the e-collection > e-collection name)
- Click on Order (Order link only appears if the library is listed in the negotiated license)
- Purchase Type – Electronic Collection – Subscription
- PO Line Owner – Main Library (Main Library is one option, POL Owner depends on local library configuration)
- Material Supplier would be the CO in this case (not shown in the video) Choose the CO vendor record
- Change e-Activation to 1 day to active search immediatelyand begin Master POL procedures:
Create Purchase Order without Inventory
The Master POL for e-collections where there are more than one database ordered from that vendor in the ECC.
- Go to Acquisitions Purchase Order Lines and click on Order Without Inventory –Use Electronic Collection-subscription
- Order Heading, Alt Heading and Description should include information about the vendor the CO purchased systemwide (ECC)
- Purchase Type Other Service Subscription
- PO Line Owner is the Central Office and then Create PO Line (NOTE: write down POL number)
Fill in details for Master POL
- Material Supplier -Choose vendor code for list of vendors
- The List Price came from the negotiated license in the NZ admin
- Choose Fund local to the library (to pay back the CO -waiting on how this will function with CPO for now CPO process will remain the same)
- Acquisition Method is Purchase at Vendor
- Add renewal date for subscription and days for reminder period
- Choose Order Now then click on Go
- *Remember the POL number to use when ordering e-collection -this is the Master POL
Order e-collection -Technical POL (This is an Acquisitions Task)
- Locate e-collection in Repository: FIND Electronic Collection WHERE Electronic Collection Name CONTAINS <database name>
- If the collection was migrated from SFX, stay on the INSTITUTION tab.
- If the collection is new and was not migrated to Alma, go to the COMMUNITY tab. i.e. New IEEE Xplore POP ALL
- Click on Order
- Choose Purchase Type -Electronic Collection -Subscription
- Click on Create PO Line
- Material Supplier -choose the supplier from list of vendor accounts
- Choose the appropriate License
- Acquisition Method is Technical
- Under Additional section -Choose the Associated PO Line and locate the Master POL
- Click on Order Now to save changes.
- The List Price came from the negotiated license in the NZ admin
- Choose Fund local to the library (to pay back the CO -waiting on how this will function with CPO for now CPO process will remain the same)
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