ERM Workflow: Ordering an Individual E-Book from Gobi

Scenario: Use this workflow if you are purchasing an individual E-Book from GOBI.

Description: An E-Book is called a "portfolio" in Alma. Access is granted at the title-level.
Required Alma roles: Electronic Inventory Operator; Purchasing Operator

Alma Glossary can be found HERE.

Workflow:

1. E-Book request is received
   1. You will need vendor information, funding information, details about the E-Book (ISBN, etc.), and details about the purchase model (subscription vs. perpetual access) 
2. Confirm that the desired E-Book and licensing model is available in Gobi, and that the price is acceptable to the person who placed the order
3. Place the order in Gobi
4. An Alma Import Profile will import the MARC record from Gobi into Alma and create a PO Line for it, so there is no need to perform work in Alma
5. The E-Book will be available to patrons after the Import Profile runs
6. EDI invoicing is established with Gobi, so you do not need to submit an invoice to Finance

NOTE: If you receive a request for a single eBook that exceeds $5,000, please email Joe Marciniak (Jm110@princeton.edu) before completing the purchase in Gobi.