Page Comparison

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• 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

Negotiate the license for the vendor and individual libraries (This is an ACQ Task)

• Create negotiated License
• Go to Licenses under Acquisitions Infrastructure
• Click on Licenses
• Choose Manually
• Include name of the license
• Include License Code
• License Type Negotiation
• Status is Active
• Include start date
• License location is
Central
• Financial Office
• License Review Status is
Accepted 
• Accepted
• Licensor –Choose Vendor record-vendor records need to include Licensor when set up
• Save
and close
• the license
• Locate license and Open license and edit
• Add Members to Negotiation Details tab
• Go to Negotiation Details tab
• Click on Add Member button
• Choose library
and add
• from drop-down in Member option box –click on magnifying glass
• Click on radio button next to library name and Select –if wrong library picked after saving, click on little brush icon and this will remove the library
• Add Member contact email
• Enter in price library pays the CO for the resource (numbers only)
• Enter Renewal Cycle of 1 year
• Enter in Start Date
• Do this for each library that has opted in to use this resource
• After each library and cost has been entered, Save Negotiated License

Activate the Opt-in e-Resource(this is an ERM task)

• After the negotiated license has been set up, search for the e-collection in the Repository in the NZ admin
• Go To Repository Search and change search to Electronic Collection > Electronic Collection Name > NAME OF COLLECTION from the Community tab
• Order the e-collection –click on the Order Button next to correct e-collection package (match the name as close as possible to name of resource from the vendor or coded memo or contract)
• 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

Check Monitor Jobs to see if the e-resource is active

• Search for e-resource in Repository once job is finished
• Click on Edit
• Go to License under Acquisitions and License Information under the General Information tab
• Choose the negotiated license for this resource and Save
• Go to the Edit Service link and go to the Group Settings tabPick Purchase Type: SDLC/CO will use Electronic Collection –Subscription
• Pick PO Line Owner –Central Office
• Click on Create PO Line
• Add a license in Licensor –locate the negotiated license
• Click on Material Supplier (Choose from list of vendors –should all be set up before go-live)
• Click on the Select button after choosing vendor
• List Price: Next enter in the amount of the total cost of the resource that the CO pays the vendor for that resource –not the total the libraries pay
• Choose the appropriate fund used to pay that vendor
• Click the Add Fund button once appropriate fund has been chosen (create a fund or funds for Opt-in)
• Choose Purchase at Vendor System for Acquisition Method (should be default setting)
• Renewal should be set to Manual renewal
• Enter in renewal dates and when a reminder should be sent ahead of the renewal date for that resource
• Click on Order Now –do not choose Save and Continue-Order Now will let you finish the next steps
• A window will pop up with some errors, these can be ignored unless you see the message that there are no funds left in the fund account

Make Resource available  (This is an ERM Task)

• 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 of Electronic Resource Activation Task -Unassigned
• Locate the resource that was just ordered in the list of Unassigned tasks
• Click on the Edit button for the resource under Actions button
• Change Status to Make Available and Save
• Go to Assigned to Me tasks
• Click on the Actions button and choose Edit
• Add a License –add the negotiated license that was created for that resource that lists the libraries and the amount they are paying for the resource
• Click on the license name and click the Select button
• Then Save these changes
• 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
• 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
• Go to Actions button and Choose Edit Resource
• Go to the Additional Information tab
• Locate the Services at the bottom and click on Full Text label under Service Type
• Click on Service Activation Status = Available if not already set to Available
• If this is an aggregator, click on Activate new portfolios… = YES
• Go to the Group Settings tab from the Electronic Services Editor
• Add libraries that are sharing this resource to Group Settings
• Click on Add Settings for Group
• Add libraries to the Group Settings and activate the proxy and add linking parameters if needed
• SaveLocate the Library, Activate the Proxy and if necessary, enter in linking parameters and Save
• Keep adding libraries until finished and click on Save
• Click on Save again if finished making changes or adding data to Resource Services
• Save again if finished making changes or adding data to Resource

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Library will ORDER the e-resource after it is has been activated and negotiated license has been attached.  The following procedures are one possible way for the acquisitions department to order an Opt-in resource from the NZ.

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Member Institution (the process is up to the library but the CO must be vendor and material supplier):

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