Overview: Ordering New E-Resources

This document is meant to serve as an overview of the e-resources ordering process for new e-resources with inventory.

This workflow identifies specific personnel and is intended for Carlos Santos*, Heidi Fisher, and Joe Marciniak

1. Joe sends order email to vendors and copies Carlos and Heidi
   1. The order email contains the funding information and product information
   2. The order email will advise the vendor to hold invoicing until they receive the PO number from Carlos
2. Carlos locates the e-resource in the Community Zone
   1. If no record exists in the Community Zone, Carlos creates a local record
3. Carlos creates a PO Line for the e-resource
   1. The PO Line is packaged into a PO via a job in Alma
4. Carlos sends the PO number to the vendor to include on the invoice
5. Carlos assigns an activation task:
   1. Kevin Connell activates eBooks, eBook Collections, Databases, and Streaming Videos
   2. Nancy Burns activates eSerials, eSerial Collections
6. Joe receives the invoice from the vendor with the PO number and submits it to Finance* via Lodi@princeton.edu
7. Finance pays the invoice and uploads it into OnBase

*Finance still needs to confirm this workflow works for them. Joe emailed them on 7/9/21 and cc'd Carlos and Heidi.

NOTE: Carlos is primary with Chi-hui and Debby Siravo as back up (and Heidi as last backup).