Opt-in resources need to have new orders created in Alma using the NZ e-collections in order for libraries to have access to the license information set up by CO staff and benefit from automatic price updates during the renewal process. A library's exact ordering procedure depends on multiple factors.
Whether or not...
- orders were migrated into Alma
- you want to make opt-in collection-level records discoverable in Primo
- you want local e-collections in your IZ
- you have one order for a single e-collection OR you have one order for multiple e-collections (aka. a package scenario like IEEE or Gale Access)
A campus' decisions regarding the above issues will determine what steps you need to take. The procedures below outline various options for ordering.
The basic procedures outline how to order an opt-in resource when you have one order for one e-collection.
The multi procedures outline three options for ordering when you have a single price being paid (ie. it is not broken down by e-collection) for multiple e-collections.
Within each of these procedures, there are options to attach migrated orders to your new order, add local e-collections, and make the e-collections discoverable should your library wish to do these things. Libraries are encouraged to take these procedures and edit/remove sections as needed to create their own localized procedures.
Basic Multi
Additional References
TS Open Forum recording (demo begins around 10:30) and chat transcript of the basic ordering procedures and some discussion of the options.
Example collections, additional information, and instructions from ExLibris are also available for basic and multi orders.