Explore: Content Offers

Explore: Content Offers

The new Explore Offer Flow now supports both subscription collection, and individual asset transactions. Follow the instructions below.

• Select an Institution from the Institution page.

• Click Content.

• Select Add / Edit Content.

Add and/or Edit Items

• Provider: Select the applicable content provider

• Enter Content: Type or copy & paste your list of subscription and/or individual asset VBID’s, one per line. Limited to 2500 VBIDs.

• Click Next.

Add Items

Borrow Limit

If this is the first time this Provider has sold to an institution, you'll be required to set your Borrow Limit. 

• Update the Borrow Limit by selecting Unlimited Borrowing or entering a number in the Limit field.

• Click Next.
  

Terms for New Items

From your list of VBIDs, Explore will identify all new items. Enter terms for these new items.

• Expiration Date: The last date that the institution has access to the Title or Subscription.

• Concurrent User Limit: The maximum number of concurrent active licenses for the Title or Subscription. (The maximum number of users that can access the content at one time)

• Borrow Duration: License length. This is the length of time that a user will have access to the Title or Subscription.

  • Unit: Choose the duration limit from hours, days, or years. Minimum is one hour, maximum is 5 years.

• Click Next.

Edit Item Terms

Next, from your list of VBIDs, Explore will identify any existing active or expired items that were in your list. Update the terms as necessary.

• Expiration Date: The last date that the institution has access to the Title or Subscription.

• Concurrent User Limit: The maximum number of concurrent active licenses for the Title or Subscription. (The maximum number of users that can access the content at one time)

• Borrow Duration: License length. This is the length of time that a user will have access to the Title or Subscription.

  • Unit: Choose the duration limit from hours, days, or years. Minimum is one hour, maximum is 5 years.

• Click Next.

• Review the list of content for validity.

• (Optional) Add more content by selecting Add/Edit More. (This is what you would click if you needed to add another batch of content with different terms. See Pro-Tip above)

• If the list is final, select Review and Complete.

Finalize the Offer

• Purchase Order Number: (Optional) Enter a PO Number.

• Price for Transaction: Enter a price for the transaction.

  • If you enter a price of 0 you will see the following alert message. To proceed, click Yes, Complete. To cancel and edit your price, click Cancel.

• Negative prices are accepted and should be used if you need to reduce the price or refund the institution as a result of implementing a reduced borrow limit, concurrent user limit, or borrow duration, or a closer expiration date in this transaction. If you enter a negative price, you will see the following alert message. To proceed, click Yes, Complete. To cancel and edit your price, click Cancel.

  

• Currency: Select the appropriate Currency.

• Click Complete.
  

  Upon completion, you will see a transaction confirmation notification with a transaction number. This transaction will be stored at the institution level in Explore.