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Background Individual e-books can be ordered using GOBI for several e-collections. Prior to Alma migration, for all but two e-book subaccounts, orders and e-book holdings were created manually to accommodate the single record approach and because e-book holdings could not be created using the order loader. While two e-book subaccounts had the order loader turned on to load orders and invoices, they required a lot of manual clean up for every title loaded. Best practice in Alma - future Contact the Dataloads Librarian to script Import Profiles to automatically load orders and invoices for individual e-books. This can automatically add the community zone portfolio to the activation queue, or create a local portfolio when the CZ portfolio does not (yet) exist. Day one practice in Alma Manually create order and activate e-book, as documented below. PLEASE NOTE: Alma uses the multiple record approach for electronic and print versions of a title. This means One time eBook orders via GOBI will have a separate bibliographic record and order from the print version in Alma.
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- Click "Add Interested User"
- Enter the patron info
- Check off "Notify user upon receiving/activation"Click "Add and close"
Note: if useful, you can record order-specific information (like number of users) on the Notes tab by clicking "Add Notes".
4) Once all of the information is complete, click Order Now at the top of the screen.
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After completing electronic resource activation and clicking Confirm, you will land on the Electronic Portfolio Editor screen. Here you can view the portfolio availability, linking information, coverage information (not usually necessary for e-books), acquisition information, notes, and history.
Activation is complete. |
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