Adding a New Publisher Agreement

This guide provides an overview of how to add an agreement to your JST tool

Step-by-Step

1. Go to the Agreements page either from the Main Dashboard or the Side Bar
2. Click on Add an Agreement
   
    
3. You will now need to fill in all the fields before you will be able to create the agreement
   1. Publisher (Mandatory)
      1. Begin typing the publisher name and select from the dropdown
         
         1. If the publisher is not listed you can use 'Other'. If you think the publisher should be added to the list in the tool please let us know by emailing us at support@scifree.se
   2. Agreement Name (Mandatory)
      1. Insert the name of your agreement. Note that this information will not be displayed in your Public Journal Search Page, it is just for you, the library, to help manage your agreements.
         
   3. Payment Option (Mandatory)
      1. Add the payment information for the agreement by selecting one of the options from the Payment Default dropdown menu. 
         
         Note: If there is a payment option within the import list, the import will be used. This is used as a default when it is missing from import list
   4. Agreement URL (Mandatory)
      1. Add the Agreement URL (must start with https://), this is the website where the researcher will be directed to from the Who Pays icon when they want to get further information on the agreement. You can also enter an email address for Contact Us
         
   5. Extra information on journal row. (Optional)
      It is optional to add extra information to each journal which will be shown on your public search page. For example which articles types etc. 
      
   6. Start Date and End Date (Mandatory)
      1. Add in the start and end dates of the publisher agreement. Either type in the date or click to open the calendar.
         
   7. Licenses (Recommended)
      1. The default license or licenses applied if missing from import list
         
         
4. Internal Information
   1. Description (Optional)
      Optional to add a description, this is seen only internally
      
   2. Notes (Optional)
      Option to add notes for example to keep track of changes and share comments between colleagues
      

5. Once you have filled in all the fields you then click on Choose file to upload
   Here you must upload your journal list in a .xlsx format. 
   Please see below table of what information must/can be included within your journal list upload. For further information regarding import lists see our guide here

   Field	Essential/Recommended/Optional	Notes
   Journal Title	Essential
   Publishing Model	Essential
   Imprint	Recommended	If not included it will use the Publisher Name as default
   Journal URL	Recommended
   Electronic ISSN	Recommended	Recommend having at least one issn (e.g. EISSN or PISSN)
   Print ISSN	Recommended	Recommend having at least one issn (e.g. EISSN or PISSN)
   License	Recommended	Recommend having this within the Excel but can also select a default license within the agreement
   Subject Areas	Optional

6. Then press Create.
   
   Note: If the Create button is Greyed out and is not responding make sure all fields are filled in and you have selected a file
   
7. You will now have been taken to the Edit agreement page. Here you can see the fields you would have seen on the create as well as the list of journals imported.
   
8. The Journals will now be available within your search immediately if the dates are current dates
9. Note: If it is missing essential data within the import error messages will appear to inform you these need to be fixed before proceeding
   
   You can scroll to the Uploaded Journals, underneath you will see a message which will inform you of what data is missing in the import list.
   The journals with missing essential data will be highlighted and have a icon within the field or fields to indicate there is missing essential information. 
   
   By hovering over the icon it will also inform you of what is missing
   
   
   You can also sort journals with missing information by clicking the box next to Only show entries with missing data
   
   Once here you should be able to see which fields are missing, in this example the publishing model is missing. 
   
   You can also click on an individual journal and the field that is empty will be highlighted