Opt-in resources need to have new orders created in Alma using the NZ e-collections in order for libraries to have access to the license information set up by CO staff and benefit from automatic price updates during the renewal process. A library's exact ordering procedure depends on multiple factors.
Whether or not...
- orders were migrated into Alma
- you want to make opt-in collection-level records discoverable in Primo
- you want local e-collections in your IZ
- you have one order for a single e-collection OR you have one order for multiple e-collections (aka. a package scenario like IEEE or Gale Access)
A campus' decisions regarding the above issues will determine what steps you need to take. The procedures below outline various options for ordering
The basic procedures outline how to order an opt-in resource when you have 1 order for 1 e-collection. The multi procedures outline two options for ordering when you have a single price being paid (ie. it is not broken down by e-collection) for multiple e-collections. Within each of these procedures, there are options to attach migrated orders to your new order, add local e-collections, and make the e-collections discoverable should your library wish to do these things.
Basic Multi
| View file | ||||
|---|---|---|---|---|
|
| View file | ||||
|---|---|---|---|---|
|
A TS Open Forum was hosted which included a demo of the basic ordering procedures and some discussion of the options. The recording (demo begins around 10:30) and chat transcript are available for reference.