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Table of Contents
SDLC/CO Steps
*See Model 2 for Fund set up. There is a fund set up for the Opt-in resources the CO pays the vendor. (confirm this is true with sdlc)
Add vendor
- Go to Alma Acquisition > Acquisitions Infrastructure > Vendor> Add Vendor
- Add a Name and a Code
- Check Material Supplier and Access Provider for vendor (use for actual vendor, publisher, or aggregator [EBSCO, JSTOR, ProQuest, etc] for this record for ECC and Opt-in resources in the NZ. One vendor record for each publisher or aggregator.)
- 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 have a vendor record in the IZ, vendor name=SDLC_CO)
- Save the Vendor record
- Edit the Vendor record to add contact information for SDLC ***START HERE
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- Create negotiated License
- Include Include name of the license
- Include License Code
- Status is Active
- Include start date
- License location is Central Office
- License Review Status is Accepted
- Save and close license
- Open license and edit
- Add Members to Negotiation Details tab
- Choose library and add contact email
- Enter in price library pays the CO for the resource
- Enter Renewal Cycle of 1 year
- Enter in Start DateSave Negotiate
- Do this for each library that has opted in to use this resource
- Save Negotiated License
Activate the Opt-in e-Resource
- After the negotiated license has been set up, search for the e-collection in the Repository in the NZ admin
- Active Order the e-resource –DO NOT ORDERcollection
- Click on Activate this Electronic Collection Service and Make Service Available
- Active from date and to date
- Click on Next
- Proxy = NO and Next
- Activate All Portfolios
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