Page Comparison

Background

Troubleshooting Shared e-Resources

Policy Statement

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The CSU uses a shared instance in Ex Libris' SFX application, the Chancellor's instance, which contains the Electronic Core Collection (ECC) and Optional (Opt-in) e-resources.  These e-resources are negiotiated and in some cases, paid for, by the Chancellor's Office Systemwide Digital Library Content (SDLC) department.  These e-resources are shared, set up and maintained by the Chancellor's Office (CO) SFX administrator.  The administrator maintains, updates and applies fixes to the shared e-resources.  Libraries report linking (OpenURL) issues and report updates needed for shared portfolios, such as the coverage date or links to the journals.  The administrator repairs errors with the portfolios or e-resources.  If the issue cannot be resolved by the administrator, the issue is reported to the appropriate vendor or SFX Support or KB teams. Some of these SFX troubleshooting techniques should be applied to the shared e-resources in Alma.

Policy Statement

This policy document is for the shared e-resources in the Alma Network Zone (NZ).  The shared e-resources have slightly different practices for troubleshooting than from the e-resources in the Institution Zone.  For more information about IZ troubleshooting, see the Policies, Best Practices and Procedure for Troubleshooting.  Troubleshooting practices are adapted from the CSU SFX shared Chancellor's instance.

Best practice recommendations

Adapt the Obris Network Zone questions form for CSU shared e-resources.  New form will include the e-resources as well and bib record questions.  (NEED TO KNOW HOW ORIGINALLY RECIEVES THE FORM. IF IT NEEDS TO GO TO NZ ADMIN

Procedures in Alma

• Portfolio date coverage issue in CKB:
  • What is the coverage date of the item in the subscribed title list?
    • If there is no date range listed in the title list, what is listed in the coded memo or vendor contract?
    • Does the date coverage in SFX match what is listed in the central contract and what is available from the vendor’s site?
      • Yes: do nothing
      • No:
        • Portfolio date coverage does not match full text coverage from subscribed list or vendor’s site
          • If portfolio is incorrect in CKB, central office changes coverage and reports to Ex Libris
          • If portfolio is correct but vendor coverage does not match subscribed title list or contract, central office contacts vendor to open up access to full text
          • Use subscribed title list or contract to show central full text access when contacting vendor
        • Portfolio date coverage is correct for central full text access but library has purchased more full text
          • Library updates locally active portfolio for local subscription using only their local full text coverage dates
        • Library contacts vendor to open full text access for the locally subscribed full text to report access issue
        • OR Central Office contacts vendor about local full text access, reports access issue

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