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  • See Alma documentation for details on how to manage License Terms and add License Terms.  Recommended that user have Acquisitions Manager role to edit License Terms.  The list of recommended license terms can be found in Appendix B

  • It is recommended to track perpetual access titles in the license.  See Appendix B for license term field.  There will be more information about licenses as the 360 Migration Project continues.
  • See how to Display Licenses Terms in View It tab

Licenses -Steps for adding negotiated licenses

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Use terms and conditions that appear in the SDLC agreements, see list in Appendix B.

  • Choose Central Office for library
  • Choose Licenses under Acquisitions Infrastructure (under ALMA drop-down menu)
  • Add License > Manually > Next 
    • License Type = Negotiation
    • Name for license- JSTOR Arts & Science databasesi.e. IEEE
    • Name license code – JSTOR  i.e. IEEE01  (pulled from SDLC license agreement?)
  • Make changes and add start dates and signed dates to Summary tab
    • Add Signed On dates –use information from the vendor agreement
    • Pick available names for Signed by (names from SDLC and vendor)Pick CSUCO/SDLC for Licensor
    • Licensor (is it SDLC or is it vendor i.e. IEEE?)
    • Save these changes
  • Open up new License again go to Edit
    • Go to Negotiation Details tab
      • Click on Add Member
      • Click on Select Member > Choose libraries sharing this resource
      • Click on Select
      •  Add in details for member- renewal cycle and start/end date of license > Save record (only add cost of database for Opt-in - Model 3)license 
      • Add in Cost of e-resource for each library
    • Go to License Terms tab – add in terms of the license
    • Save changes

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NEW CHANGES FROM RECORDING:

Activate and Order Opt-in Resource

Do Repository search for E-collection > E-collection Name

Click on Order

Enter in List price the CO pays for the enter e-resource



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Activate the Opt-in e-Resource

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