OPT-IN Instructions for the NZ Admin and Local instances (rough draft-still working on workflow options)
SDLC/CO Steps
ADD vendor
Go to Alma Acquisition > Acquisitions Infrastructure > Vendor> Add Vendor
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From the library’s institute, they will ORDER the e-resource after it is has been activated and negotiated license has been attached.
Member Institution (the process is up to the library but the CO must be vendor and material supplier):
Library needs to create a vendor for the CO in their institute before Ordering the e-resource-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
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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
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Choose Fund local to the library (to pay back the CO-not sure how to integrate this with CPO process)
ADD FUND
Acquisition Method – Purchase at Vendor System
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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
Select the PO attached to the new e-resource
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Invoiced closes when it is paid ? (need more information-depends on local configurations but also need more information on payments between libraries and SDLC/CO)