ULMS E-Resources Committee : Create IZ Licenses from NZ License Template

Instructions for the IZ:

Ask the NZ ERM Manager to copy NZ license templates to the IZ.

Once the templates has been copied to the IZ, create a template from the NZ license. This template can be used to create licenses for the same vendor.

Go to the Licenses: Acquisitions -> Acquisition Infrastructure -> Licenses

Locate templates, usually have a green check mark next to the license name.
Go to More Options and click on View.

screenshot of Save as template button example

Then choose Save as a Template.

screenshot of the naming of the license template

screenshot of the back button after creating template

This template can now be used to create licenses for the same vendor.
- The license terms will copy over from the NZ license and can be edited.
When adding a new license, choose Load from Template
Pick the template created from the NZ shared license

screenshot of selecting the license template

screenshot of adding a license from a template example

After saving the new license, go back into the new license and check the

screenshot of the new license created from the template

ULMS E-Resources Committee : Create IZ Licenses from NZ License Template

Instructions for the IZ:

Attachments: