Read and Publish Deal Configuration
Read and Publish Deal Configuration
Embedded Files
Deal Children Spreadsheet
Deal Children Spreadsheet
Prepare a spreadsheet of ROR ID and ROR labels for organizations that will be associated with each new deal that includes children. The sheets are stored on Dropbox. Start with the template sheet 'AAATEMPLATE.xlsx'
JPS
JPS
1. Map sub orgs to parent org:
1. Map sub orgs to parent org:
Go To Advanced Tasks->Setup / Modify Organizations (ROR)
Select Add/Modify Organization Mappings from the dropdown
Search for parent org by ROR ID
Find the parent org within the search results and click Upload if there are many children to be mapped. Otherwise, use View/Edit
If uploading a spreadsheet, Use the Select File box to upload the file created in step 1 below and click Upload File
Click View/Edit next to the Parent org again to verify children that were mapped
2. Add Org Admin
2. Add Org Admin
If the organization does not want an Admin, we will add one of our own. This is done by adding an alias to the sub@rupress.org account. This step must be done by Rob.
Go to Advanced Tasks->Add Person
Enter org admin information; at a minimum, add first name, last name, email address, and organization. For a generic name use “Admin” as the first name, and the institution name as the last name.
Check the Is Organization Admin box and search for and select the parent organization from the search box
For the login, use the admin’s email address and a generic password like “admin123”
Click the ‘Add Person’ button
3. Configuring a Deal
3. Configuring a Deal
Go to Advanced Tasks->Setup/Modify Organization Deals
For each deal, you must first select the journal(s) the deal will apply to
If all journals, leave ‘All’ selected and click ‘Add New Deal’
If a specific set of journals, use CTRL to select which journals the deal will apply to and click ‘Add New Deal’
Enter the characteristics of the deal as indicated on the Google Sheet (also below) and click the ‘Save’ button; be sure to select the parent org when searching for the organizations
All deals should have a two week grace period, set as the expiration date.
Never save a deal without a start date as it will take effect immediately.
Deal or child expiration
Deal or child expiration
Dates are checked in JPS at all eligibility checks, so if a deal is expired, the author will never see it as an option. However, that is not the same for a child. e.g., if the JISC deal is still active, but one of the organizations does not renew, the child needs to be removed from the configuration. Be sure to also update the Deal Children sheet.
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