[Wactclc-alma] Need help with invoice for e-books

[Guidry, Wade]

A vendor can be configured as both a "material supplier" and an "access provider".

Large "integrated" vendors like Ebsco and ProQuest serve both roles. They provide both the material and the access service, so you can configure the vendor to be both things.

(A quick and dirty screenshot from a sandbox environment shown below)

For other vendors (I can't think of a specific example), you might for example buy an ejournal subscription directly from a journal publisher (like a specialty scientific journal on insects or weather). But, the journal publisher themselves may not be large enough to run an online access service. So they contract out access management to some other vendor that runs the web site, controls access, maybe digitizes the content, etc. In that case, access provider and the materials provider might be two separate entities.


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Wade Guidry - wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
(509) 760-4474

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Ventura, Gerie
Sent: Wednesday, March 22, 2017 1:06 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Need help with invoice for e-books

Yes. We're copying George's practice at Edmonds of using "Material supplier" instead. Maybe it's a work-around, but it works.  Gerie

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Paula Laine
Sent: Wednesday, March 22, 2017 1:02 PM
To: wactclc-alma (wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>) <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Need help with invoice for e-books

I'm trying to do something new, and I would like to get it right. Last Fall, we ordered some specific  E-titles from Ebscohost.
I have not entered any of the PO lines / invoices into ALMA. The titles were activated months ago.

I would like to get the PO into ALMA so our librarians can see how much money we really have left (instead of "subtract $X.xx amount" from the balance in the report).

I found the first title and clicked "order" and entered information in the PO line fields. I had to create a new vendor record for Ebsco (We already have vendor records for Ebsco - print periodicals, and Ebsco -PDA. I added Ebsco-One Time as the vendor for these titles. It seems possible that we could have one entry as EBSCO and then 3 accounts under it, but for now I want to keep things simple.

The current problem is that I set Ebsco One-time up as an access provider. Is this correct? When I enter information in the PO line I can select an access provider, but ALMA wants me to enter a Material Supplier or it won't complete the PO line. When I look at the dropdown list of material suppliers, Ebscohost does not show up, because it is an Access Provider.
Has someone completed this process yet?  Any cheat sheets or links to ALMA instructions? I have been poking around but found nothing yet to answer my questions.

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