Licenses

WORKFLOW OVERVIEW

A chart has not been created for the licensing workflow.

Licenses can be Added/Managed under the Acquisitions Configuration Menu

  • Alma>Acquisitions Configuration Menu>Manage License Terms

Licenses can then be added to the e-resource via POL Summary Page

  • Alma>Search for PO Line>POL Summary Page

  • Licenses can then be added to the item through "Ordered Item" Section

  • Then, just follow the regular workflow for POs including activation

ROLES

To view licenses and license amendments, you must have one of the following roles:

  • License Manager

  • License Viewer

  • Selector

  • Purchasing Operator

  • Purchasing Manager

To manage licenses and license amendments, you must have the following role:

  • License Manager

LOCAL DOCUMENTATION

Vendor as Licensor.JPG

The licencor needs to also be a vendor. (A license may be linked to a single vendor)

License Summary Tab.JPG

Populate the Summary tab.

License Terms Tab.JPG

Enter the terms you deem appropriate on the License Terms tab.

License Inventory Tab.JPG

Assign inventory to the license.

License Attachments Tab.JPG

Upload a scan of the agreement. Please note that you cannot view the agreement in browser. You can only download it again. This may affect your decision to upload agreements or not.

You can create amendments to existing licenses, which modify the properties of the base license. Amendments added to a license override the base license.

Note: If you create an amendment, you must modify the license code, since it is unique to each license/amendment. You cannot add amendments to amendments

EX LIBRIS DOCUMENTATION

SUPPLEMENTAL LINKS