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- 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
- 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 (not shown in the video) Choose the CO vendor record
- Change e-Activation to 1 day to active search immediately
- The List Price came from the negotiated license in the NZ admin
- Choose Fund local to the library (to pay back the CO -waiting on how this will function with CPO for now CPO process will remain the same)
Add Fund
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)
- 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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