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- Change License Status to Active (if not already active)
- Licensing Agent is SDLC/CO -they negotiate on behalf of the CSU (a vendor record will need to be added for SDLC/CO as Licensor)
- Add Terms of Use under License Term tab
- Add Members to Negotiation Details tab
- Go to Negotiation Details tab
- Click on Add Member button
- Choose library 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 onlyresource (this is the total cost the library pays for the resource)
- 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
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- Material Supplier -Choose vendor code for list of vendors
- Type is price paid for contract with vendor (this is the amount paid to the vendor by the CO for the resources listed in the Master POL i.e. what is the total amount paid for the ECC ProQuest Opt-in resources)
- Look up Fund for Central Office (i.e. ECC Fund Opt-in FUND ???)
- Acquisition Method is Purchase at Vendor
- Add renewal date for subscription and days for reminder period
- Choose Order Now then click on Go
- *Remember the POL number to use when ordering e-collection -this is the Master POL
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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 ProQuest databases -Global StreamIEEE 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. All of these would go under the umbrella of the Master POL.
Activate the Opt-in e-Resource (this is an ERM task)
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- Go To Repository Search and change search to Electronic Collection > Electronic Collection Name > NAME OF COLLECTION from the COMMUNITY tab if the e-collection was not migrated from SFX.
- If migrated from SFX, do the search from the INSTITUTION tab.
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TEST NEXT STEPS AFTER TECHNICAL POL
Make Resource available (This is an ERM Task)
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