| Reviewed and Revised by ERM Committee | |
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| Revision Date |
Model 3 Opt-in Scenario #3
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- Change License Status to Active (if not already active)
- Licensing Agent is SDLC/CO -they negotiate on behalf of the CSU (a vendor record will need to be added for SDLC/CO as Licensor)
- Add Terms of Use under License Term tab
- Add Members to Negotiation Details tab
- Go to Negotiation Details tab
- Click on Add Member button
- Choose library from drop-down in Member option box –click on magnifying glass
- Click on radio button next to library name and Select –if wrong library picked after saving, click on little brush icon and this will remove the library
- Add Member contact email
- Enter in price library pays the CO for the resource (this is the total cost the library pays for the resource)
- Enter Renewal Cycle of 1 year
- Enter in Start Date
- Do this for each library that has opted in to use this resource
- After each library and cost has been entered, Save Negotiated License
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Now add this license to the database and create Purchase Order Without Inventory. This is an Acquisitions Task.
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- Go to Actions button and Choose Edit Resource
- Go to the Additional Information tab
- Locate the Services at the bottom and click on Full Text label under Service Type
- Click on Service Activation Status = Available if not already set to Available
- If this is an aggregator, click on Activate new portfolios = YES
- Go to the Group Settings tab from the Electronic Services Editor
- Add libraries that are sharing this resource to Group Settings
- Click on Add Settings for Group
- Locate the Library, Activate the Proxy and if necessary, enter in linking parameters and Save
- Keep adding libraries until finished and click on Save
- Click on Save again if finished making changes or adding data to Resource Services
- Save again if finished making changes or adding data to Resource
- Test Access under Actions button - see if journal links to resource
- Steps are complete and libraries can order the resource, see section below
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Library Orders Resource -- Libraries start here --
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