Overview: Renewing E-Resources Subscriptions

This document is meant to serve as an overview of the e-resources renewal process for new e-resources without inventory.

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

1. Joe receives renewal notification from vendor/account manager

2. Joe confirms renewal via email and copies Carlos and Heidi

   1. The renewal confirmation email will advise the vendor to hold invoicing until they receive the PO number from Carlos

3. Carlos locates the e-resource in Alma

   1. Since this is a renewal, it should already exist in the Institution Zone (IZ)

4. Carlos uses an existing PO Line to renew

5. Carlos sends the PO number to the vendor to include on the invoice

6. Carlos receives the invoice from the vendor

   1. If Joe receives the invoice, he forwards it to Carlos

7. Carlos scans the invoice and uploads it to OnBase

8. Carlos submits it to Finance* via Lodi@princeton.edu

9. Finance pays the invoice