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Document status

Status
titleDRAFT

Area coveredERM
Lead AuthorJessica Hartwigsen
Co-authors

Background

Acquiring New Shared e-Resources

Policy Statement

Best practice recommendations

Policy Statement

This document provides best practices for selecting an e-resource in the Alma's Community Zone (CZ) that best matches the subscription centrally negotiated by Systemwide Digital Library Content (SDLC) at the Chancellor's Office for the Network Zone (NZ) administrator in the NZ admin instance.  Also included are the best practices and procedures for activating a new e-Resource in Alma's Network Zone (NZ), including setting up the Group Settings for each institute.  Group Settings are a function of the Alma Inventory Management Groups used to manage a set of libraries, campuses, or institutions that have access to certain portfolios or electronic collections. Both of the Electronic Core Collection (ECC) and Opt-in e-resources will be included in the NZ and will be maintained by the NZ administrator.  This document also provides recommendations for libraries for these new e-resources added to the Network Zone (NZ).


Best practice recommendations

  • SDLC negotiates for a specific package included in the e-resource from a vendor.  That package name will be used to locate the best matching e-resource in the CZ to be shared in the NZ.
  • Once the best matching e-resource has been located, go through procedures (below) for setting up the new e-resource in the NZ.
  • If the e-resource is available from the Chancellor's Office as part of the Electronic Core Collection (ECC), it is recommended the library contact the NZ administrator to set up the shared e-Resource in the NZ instance.  
  • If the e-resource is part of a centrally negotiated contract (Opt-in) but is not part of the ECC, contact SDLC or the NZ administrator to check if library has a subscription to the Opt-in e-resource.  
    • If the library does have a subscription for the e-resource, it is recommended the library contact the NZ administrator to set up the shared e-Resource.  
  • If a library has a subscription outside of the ECC or Opt-in subscription from the same vendor for the same e-resource, it is recommended to share the e-resource in the NZ and activate the same e-resource in the Institution Zone (IZ).  
    • The IZ e-resource would only include those portfolios subscribed to outside of the SDLC negotiated subscription.  The same e-resource would be active in both the NZ and IZ but with different portfolios.
      • Example would be if a library subscribes to the central Opt-in e-resource, Sage 2014, but also locally negotiated with the vendor for portfolios not included in the centrally negotiated title list.  The portfolios negotiated outside of the central subscription would be activated in the IZ.


Procedures in Alma

  1. Setup shared resource in NZ

    1. Set up Group Settings for libraries subscribing to central e-Resource

      1. Each instance in Group Settings needs Proxy set to Yes

      2. Linking parameters must be entered for each Group Setting

Procedures in Alma

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Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 

8/23/2016- ERM Task Force met to discuss discussed the ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma.


Draft for Shared Resources due September 30th. Send draft to Tech Service Working Group Leads


Rough Draft for Shared Resource policies and procedures

Jessica Hartwigsen

  



ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads

Jessica Hartwigsen

 
 



Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group.

Jessica Hartwigsen

 
 



Final "live" Draft for Shared Resources is dueJessica Hartwigsen

 



ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group LeadsJessica Hartwigsen

 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date