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Ebook Activation Workflow (Firm Orders)

Ebook Activation Workflow (Firm Orders)

May 05, 2020

  1. You will get a NOA from YBP/Gobi via email

  2. Log into Alma and go to Resources>Manage Electronic Resource Activation

  3. Switch to the Unassigned tab

  4. Take a title from your NOA and search it here

    1. If it does not come up then try another title and if that also doesn't come up then set that NOA aside since it's for a DDA or Batch Purchase

    2. If it does come up proceed to step 5.

  5. Click on the ellipsis menu to the right of the title and choose Activate

  6. Hit Confirm and Confirm

  7. You'll be taken to the portfolio, now follow your normal steps:

    1. Attach to the matching Electronic Collection based on the spreadsheet

    2. Set the Access Type to Perpetual

    3. Go to the Linking tab and set up linking based on the spreadsheet

      1. Test Access while you are here as well

    4. Go to the Notes tab and add the access model note based on the Invoice (if you have it already) and spreadsheet guide

      1. If you don't have the invoice already then you can do this step later but I think usually we get the NOA in the afternoon and then the invoice comes overnight that night so if you wait until the morning to do these you could do it all at once

  8. Save when you are done then go back the the ellipsis menu and choose Done