How do I configure transactional access options for my account using the Admin Tool?
Last updated on May 31, 2022
The ScienceDirect Transactional Download Balances and Edit Balance Notifications page shows Account and Group level draw-down balances and allows you to set up of balance email notifications for depleted or nearly depleted balances.
Note: A transactional balance is based upon a period of time that ends on the first day of the following month. This is known as a Period.
For example: If you are reviewing transactional balance information for the month of October, the transactional balance period would be from October 1st and will end at 12:00 a.m. November 1st.
How
Select a relevant section before for specific instructions:
Account Level Balances displays transactional download and balance information for an Account and includes the following information:
|
|
|---|---|
Account Name |
The name of the Account. |
Prepaid Transactions(#) |
The number of prepaid ScienceDirect transactions allowed. Used this Period: The number of prepaid ScienceDirect transactions currently used. Balance: The remaining number of prepaid ScienceDirect transactions. |
Prepaid Transactions($) |
The dollar amount of prepaid ScienceDirect transactions allowed. Used this Period: The dollar amount of prepaid ScienceDirect transactions currently used. Balance: The remaining dollar amount for prepaid ScienceDirect transactions. |
The ‘Balance E-Mail Notifications’ allows you to configure balance email notifications:
To configure an Allowance email notification:
- Click ‘Notify when Account Balance = 0’ to receive an email notification when the number of ScienceDirect downloads reaches zero.
- Click ‘Notify when Account Balance = [number]’ to receive an email notification when the number of ScienceDirect downloads reaches a specific number.
To configure a Prepaid Transactions(#) email notification:
- Click ‘Notify when Account Balance = 0’ to receive an email notification when the number of prepaid ScienceDirect transactions reaches zero.
- Click 'Notify when Account Balance = [number]' to receive an email notification when the number of prepaid ScienceDirect transactions reaches a specific number.
To configure a Prepaid Transactions($) email notification:
- Click ‘Notify when Account Balance = 0’ to receive an email notification when the dollar amount of prepaid ScienceDirect transactions reaches zero.
- Click ‘Notify when Account Balance = [number]’ to receive an email notification when the dollar amount of prepaid ScienceDirect transactions reaches a specific number.
To configure an Invoiced Amount($) email notification:
- Click ‘Notify when Account Balance = 0’ to receive an email notification when the invoice dollar amount reaches zero.
- Click ‘Notify when Account Balance = [number]’ to receive an email notification when the invoice dollar amount reaches a specific number.
Notes:
- Email notifications are sent to the Consortium and Account Administrator.
- When you configure your email notifications, you have the choice to receive an email message when the balance equals 0, or when the balance equals a number that you enter. These options are considered separate, and if both are selected, you will receive two separate email notifications based upon the configuration you enter.
Did we answer your question?
Related answers
Recently viewed answers
Functionality disabled due to your cookie preferences