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Procedures in Alma for Opt-In e-Resources for both the NZ Admin and Local Instances. Libraries skip to LIBRARY STARTS HERE section.
Model 3 Opt-in Scenario #2
The following procedures are for Chancellor's Office SDLC and the NZ administrator and the local Alma instances. The Opt-in e-resource is negotiated and activated by SDLC and the NZ administrator. The e-resource is ordered by the library from the NZ and the acquistions data is maintained in the local Alma instance. Steps for both are included but libraries should start with the Member Library section of the procedures. Vendor record policies will be set by the Acquisition Task Force.
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Information about setting up Funds from the Acquisition Task Force. There are some very good examples of setting up Funds in Alma, including creating funds for paying for CO negotiated resources.
| Name | Code | Type | Status | Fiscal Period | Available Balance |
|---|---|---|---|---|---|
Business - Database CO | 571ce | Allocated fund | Allocated fund | 06/30/2016 - 06/29/2017 | 71,264.42 USD |
- Acquisition Method – Purchase at Vendor System
- Add in renewal dates and Choose Order Now and GO
- Remember the POL#
- Look at Tasks for Electronic Resources – activation - unassigned
- Resource should be active and now create invoice
- (The following steps need to be clarified on how the CPO process and invoicing will work between SDLC/CO and libraries and if it will work-currently up to library how to pay for the resource)
- Create invoice from PO -be sure to write down PO number for this section
- Select the PO attached to the new e-resource
- Edit the Invoice once the PO has been added
- Edit the subscription date
- Save and Continue
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