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- Locate e-collection in Repository: FIND Electronic Collection WHERE Electronic Collection Name CONTAINS <database name>
- If the collection was migrated from SFX, stay on the INSTITUTION tab.
- If the collection is new and was not migrated to Alma, go to the COMMUNITY tab. i.e. New IEEE Xplore POP ALL
- Click on Order
- Choose Purchase Type -Electronic Collection -Subscription
- Click on Create PO Line
- Material Supplier -choose the supplier from list of vendor accounts
- Choose the appropriate License
- Acquisition Method is Technical
- Under Additional section -Choose the Associated PO Line and locate the Master POL
- Click on Order Now to save changes.
- After POL has been ordered, can active the e-resource( see steps below) *Remember this POL number (will be different from the Master POL)
*Repeat for each collection for that vendor, which means ordering each collection and adding the Master POL in the Additional Section of each order record. If there is more than one JSTOR or ProQuest, those e-collections would be ordered and the Master POL added to the Technical POL. JSTOR Arts & Sciences I would have a Technical POL and Arts & Sciences II would also have a Technical POL (ECC example). All of these would go under the umbrella of the Master POL.
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NEXT STEPS AFTER TECHNICAL POL
Make Resource available (This is an ERM Task)
*This can be skipped if the e-resource is activated due to the migration from SFX.
- Go to the list of Tasks –click on the Task link or the Home Page link to see a list of tasks
- Locate the list for Electronic Resource Activation Task -Unassigned
- Locate the resource that was just ordered (look for POL #) in this list of Unassigned tasks
- Check the box next to the resource, locate Make Available in the drop down box and click on Change Status
- Now click on the Assigned to Me tab to locate the Purchase Order to continue editing it
- Go to the Actions button and choose Activate (do not need to do for e-collections migrated from SFX Activate option will not appear. Skip to the next section to Test Access under Action buttons)
- Click on Activate this electronic collection service
- Click on Make Service Available
- Automatically activate new portfolios (aggregator databases only)
- Click Next –do nothing on this screen
- Click Next and Activate All if CSU subscribes to complete package, if not, choose Manual Activation and activate titles later with upload file
- If you choose Activate All, click on Next and then Activate All
- Check Monitor Jobs to see when the Resource has been activated Alma > Under Manage Jobs and Sets
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Library will ORDER the e-resource after it is has been activated and negotiated license has been attached in the NZ by the CO. The following procedures are one possible way for the library's acquisitions department to order an Opt-in resource from the NZ.
*Highly recommend using similar procedures used by the NZ ER administrator.
Acquisitions exception -Sharing Electronic Resources in the NZ but not ordered from SDLC:
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