Documentation and References

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 for license template
screenshot of saving template

  • Then choose Save as a Template.

screenshot of saving the license template
screenshot of template back button

  • 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 JSTOR license template
screenshot of loading a license template
screenshot of the save button for license template

 

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

screenshot of locating the new license template

 

screenshot of the license terms ILL