| Table of Contents |
|---|
Procedures for ordering resources similar to Annual Reviews, Science Direct, JSTOR A&S Opt-in's, EBSCO Opt-in's, ProQuest Opt-in's, etc.
These procedures are used for ordering Opt-in's that have a separate order for each resource. If you library subscribes to the the Opt-in JSTOR resources, a separate order is set up for each Opt-in JSTOR resources. These procedures can also be used for the individual EBSCO and ProQuest Opt-in subscription, with each e-collection having a separate order. Also these procedures will work for subscriptions to Annual Reviews, Science Direct, Berg Fashion and the individual subscriptions to Gale that are not part of Gale Access Program. There are separate procedures for ordering resources similar to Gale Access Program.
...
- 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.)
- Search for the Electronic Collection in the NZ tab. *Must be a repository search for Electronic Collection > Electronic 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. Choose the CO vendor record.
- Change e-Activation to 1 day to active search immediately
- The List Price comes from the negotiated license in the NZ admin
- Choose a the appropriate Fund to pay for the Opt-in resource
- Acquisition Method – Purchase at Vendor System
- Add in renewal dates and Choose Order Now
- Remember the POL#
- Look at Tasks for Electronic Resources – activation - unassigned to complete the order process
Procedures for ordering resources similar to Gale Access Program, IEEE, or the combination order for Academic Search and Business Search
These procedures are for the scenario: one vendor - multiple databases (when there is a single cost for several databases i.e. IEEE, Gale, ASC/BSC). SDLC negotiates and pays for a single resource but that resource includes multiple collections in that single price. Examples of this would be IEEE or Gale Access Program where there are multiple resources included in a single price. Order without Inventory is used with both options.
...
- 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 repository search for the e-collection > e-collection name) and begin Master POL procedures:
Option 1: Create Purchase Order without Inventory in the IZ and then order each NZ e-collection as a Technical Order:
The Master POL for e-collections when there are more than one database ordered from that vendor in the ECC.
...
- 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.
- Do this for each collection that is included in the subscription.
- There will be one Master POL with no inventory attached and each database or collection included in a single subscription will be ordered and attached to the Master POL.
- Once all of the Technical POLs have been created, look for the Master POL in Acquisitions > Search for PO Line. Under the Associated PO Lines tab will be all of the Technical PO Lines.
Option 2: Order one of the e-collections in the NZ and add the other e-collections to that order as technical orders:
This is similar to Purchase without Inventory but instead you use one of the e-collections as the main order and attach the other e-collections as Technical Orders.
...