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.

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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.

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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. 

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

  • Click Next.
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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.

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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.

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  • 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.

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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.

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  • 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.

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  • Currency: Select the appropriate Currency.

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

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