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Document status

Status
titleDRAFT

Area coveredERM & Acquisitions
Lead AuthorJessica Hartwigsen
Co-authorsCarole Correa-Morris (Unlicensed)

Table of Contents

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*Sharing Electronic Resources in the NZ but not ordered from SDLC:  If your library is sharing a resource in the NZ but did not negotiate for that resource with SDLC, the POL will need to be attached to a provider-neutral record/OCLC record.  The electronic full text collection can be shared but the licenses and purchases orders cannot be maintained centrally and will need to be attached to this PNR record.  Please DO NOT use the Alma CZ Descriptive Record for that resource (See Catalog recommendations: Provider-Neutral Records & Use of Database-Level Records).  Acquisitions Task Force has information for attaching current POLs to records in the NZ: Acq FAQ . Example:  EBSCO Art Full Text is a shared resource that 8 libraries are sharing in the NZ.  Only two of those libraries negotiated the resource via SDLC.  All 8 libraries can continue to share the NZ resource but only 2 of those libraries will have consortial acquisitions attached to the e-collection.   The other 6 libraries will need to attach POLs to the OCLC/PNR record in the NZ.

Description of Collection and Database records in the NZ:  Description of the records in the NZ and which records can be ordered.

Procedures for Model 2 and 3

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Procedures for Model 2 ECC e-Resources    Scenario Scenario #1: When there is one vendor with one e-resource included in the subscription.  E-resource ordering, activation and management will be done by the Chancellor's Office for Model 2.  Libraries do not have to do anything on their end.  Libraries will be able to view the portfolios and the license terms for the ECC resources.

Procedures for Model 2 ECC e-Resources    Scenario #2: When there is one vendor but there are multiple e-resources included in the subscription.  E-resource ordering, activation and management will be done by the Chancellor's Office.  Libraries do not have to do anything on their end.  

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Procedures for Model 3 Opt-in e-Resources Scenario #3: When a single resource is ordered but the resource has more than one collection included with that single resource.  Example would be IEEE:  The subscription is for IEEE but that resource includes 5 collections.  The collections are not separated in the shared agreement, the agreement is for IEEE.

Procedures for Model 3 Opt-in Resource Scenario #4: This is for a resource that is ordered that includes a second resource in the price.  The example is EBSCOhost Academic Search Complete subscription that also includes Business Source Complete.  Some libraries only subscribed to ASC and some libraries subscribe to ASC/BSC.  For those libraries that only subscribe to ASC, NZ ER Admin should use the procedures for Opt-in e-Resources Scenario #2 to set up the negotiated license and PO.  For the combination of ASC/BSC, use for the procedures for Opt-in e-Resources Scenario #4 procedures.

A&I / Database-only / Zero-portfolio resources

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