Opt-in Ordering

Owned by Lynne Jones (Unlicensed)
Last updated: Nov 10, 2023 by Ya Wang
2 min read

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...

  1. orders were migrated into Alma
  2. you want to make opt-in collection-level records discoverable in Primo
  3. you want local e-collections in your IZ
  4. 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. There are new instructions for the BASIC procedures for ordering as of December 2020. If you want to make opt-in collection-level records discoverable in Primo and/or set up e-collections in your IZ, please refer to the basic procedures below, which also include how to add old purchase orders or migrated purchase orders to the new POL. 

The multi procedures outline three options for ordering when you have a single price being paid (i.e. 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. The steps outlined in the procedures are still useful though some screenshots are outdated. 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 in Archives.