Page Comparison

...

For NZ ECC, must have funds and vendors. Vendor Records will not be shared with other instances because institutions use a different financial system code and this data element is overwritten with NZ Vendor records are pushed to the institutions. 

ADD vendor

...

• In NZ Admin instance, go to Alma Acquisition > Acquisitions Infrastructure > Vendor
• Add Vendor
• Add a Name and a Code

  • Check Material Supplier and Access Provider for vendor (use actual vendor, publisher, or aggregator [EBSCO, JSTOR, ProQuest, etc] for this record for ECC resources)

    • Material Supplier - create a vendor account for the Material Supplier -add vendor name, account code and add payment method (accounting department?)
      • If there are multiple accounts for the same vendor, add the account to the vendor record in when setting up the vendor account in the Material Supplier tab

  • Check Licensor and Material Supplier for Opt-in resource in local instances (libraries are ordering the Opt-in databases from the CO so the CO needs to be a vendor in the local Alma instance. ECC resources use actual vendor) 

    • Access Provider - create the interface account for the vendor
      • Enter information about the interface the vendor uses -name of the interface comes from the CZ
    • Add Licensor to add license information about the vendor
• Add Financial System Code (what is this for the CO?)
• Save the Vendor record
• Edit the Vendor record to add contact information for SDLC.  Add SDLC contact for billing contact and NZ administrator as the technical contact.

...

• Locate Ledger for ECC
• Click Edit
• Click on the Funds tab
• Click on Add Fund
• Choose Allocated Fund
• Add Name and Code (ECC FUND names)
• Choose Fund Type = General
• Save the Fund
• Activate the Fund
• Edit the Fund
• Go to Transactions tab
• Add an Allocated Transaction
• Enter in amount of ECC fund
  • *ADD the fund for the Opt-in resources using the same steps (use "place holder" amount for this fund.  SDLC uses place holder amount for Opt-in's) SDLC pays vendors and libraries pay SDLC for Opt-in's. 
  • Existing funds for ECC and Opt-in are rolled over every fiscal year.  See instructions for NZ fund rollover.

• Save changes
• Now create license

...

Licenses are necessary for NZ ECC and NZ Opt-in of shared acquisitions.  In NZ ECC and NZ Opt-in, the Chancellor's Office will create the negotiated license to attach to the Opt-in e-resources in the NZ.  In NZ Opt-in, the library will locate the Opt-in e-collection in the NZ and order the e-collection and create the Purchase Order in the local IZ Alma instance.  The license and price information will be copied from the NZ negotiated license and appear in the local instance when ordering.

...