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  • Locate e-collection in Repository
  • Click on Order and Choose Purchase Type -Electronic Collection Subscription
  • Click on Create PO Line
  • Material Supplier is the Central Office
  • Choose a License –pick a vendor (this license for the e-collection is the informational license, not the negotiated license)
  • Acquisition Method is Technical
  • Under Additional section, Choose the Associated PO Line and locate the Master POL (Manual packaging?)
  • Save and Continue POL
  • After POL has been ordered, can active the e-resource *Remember the POL number (will be different from the POL for Order with no Inventory)

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  • Click on Network link (home page) and look at list of tasks
  • Look for Electronic Resources –activation – unassigned (Once it has been ordered, a Purchase Order [remember PO# for Invoicing] appears with the POL and can be activated)
  • Check the resource just ordered
  • Choose Access Confirmed (Check on these steps-task didn't appear)
  • Go to Actions buttons
  • Click on Activate
  • Activate the collection and the service Note: In the General Information tab for the e-resource, the Access Type can be set to Current or Perpetual in Electronic Collection Name –information only
  • Active from Date –fill out the date the resource is available
  • Click Next (do not enable proxy here, will do it in the Group Settings)
  • Activate portfolios
  • Save and check on progress of the activation job
    • Go to Monitor Jobs under Manage Jobs under Alma tab
    • Keep refreshing until job is done
  • Locate the resource once the job is done
  • The resource should appear in the Institution Zone for the NZ admin

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