Alma offers functionality to store licenses, track the status of licenses, and publicly display selected license terms in Primo records. This page outlines the process to add a license to Alma as well as configurations available for license management in Alma, including managing license terms, ordering license sections, names and descriptions of license storage locations, license review status, and how to publicly displaying license terms in Primo.
To work with licenses in Alma, one needs the role of License Manager. To view licenses in Alma one needs one of the following roles: License Viewer, Selector, Purchasing Operator, or Purchasing Manager.
Licenses can be found in the Acquisitions menu and Acquisitions Infrastructure section. To view or add a new license, click the Licenses option.
Once a license has been created, it's possible to duplicate the license and edit it. Use the ellipses to select Duplicate and then use the ellipses to select Edit to revise the copied license.
To add, configure or reorder license terms, navigate to Configuration, the Acquisitions menu, the Licenses section, and click on Manage License Terms.
The license term types are defined as follows:
Note that if you are selecting a Controlled Vocabulary license term type, you will be prompted to define the controlled vocabulary. Use the Add Value button to add values to the term:
In the same Manage License Terms table, use the drop down menu and editable fields next to each license term to assign a different section or order to the license term:
License terms can be displayed in Primo by changing the settings of two different tables in the Alma Configuration.
The license term will display like the following in Primo:
Although the name of license sections cannot be changed, it is possible to reorder license sections. To start, navigate to Configuration, Acquisitions, Licenses, Section Order.