Page Comparison

These procedures are for the scenario: one vendor - multiple databases.  SDLC negotiates for multiple databases from one vendor.  DRAFT

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• 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
• Type is price paid for contract with vendor (this is the total price paid to the vendor for all of the e-collections)-check this???
• Look up Fund for Central Office
• 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 (This is an Acquisitions Task)

• Locate e-collection in Repository
• Click on Order and Choose Purchase Type -Electronic Collection Subscription from the CZ
• Click on Create PO Line
• Material Supplier -choose the supplier from list of vendor accounts
• Choose a License –pick a vendor (this license for the e-collection is the informational license, not the negotiated license)(see about adding informational licenses)
• Acquisition Method is Technical
• Under Additional section, Choose the Associated PO Line and locate the Master POL (Manual packaging?)
• Click on Order Now to save changes.
• 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)
• Add each collection for that vendor.  If there is more than one JSTOR, add those e-collections to the Master POLLocate the Master POL and

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Activate the E-Collection

(only need to do this if you did not choose Order Now when

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Activate the E-Collectionordering e-collection)

This is an ERM Task.

• Do Repository Search for the E-collection in the institution tab.
• Click on Create e-activation task for each collection.

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Go to Task Lists 

This is an ERM Task.

• Click on Network link (home page) and look at list of tasks (check on theses steps - no task appears in list)tasks.  Wait for new unassigned task to appear before doing this step.  Can Monitor Jobs to see when the job leaves the queue.
• 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 Make Available and Click Change Status
• Go Back to Task and look for Assigned to Me tasks
• Click on Actions and Activate
• Activate the collection and check the two service boxes 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
• Keep Mark Bib as Suppressed checked
• 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. Do another Repository Search to locate the ecollection
• The resource should appear in the Institution Zone for the NZ admin instance

• Now Edit Service –service level to add Group Settings to make it available to institutions (This is an ERM Task)

  • • Set Proxy settings to YES for each member added to e-collection Group Settings
    • Save changes, resource is live for member institutions, and now create invoice for ECC e-resource
    • Resource will appear in Primo after the nightly Alma publishing job runs

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