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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 will be applied to the shared e-resources in Alma's Network Zone(NZ) instance.

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 and for practice by the NZ administrator.

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  • 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 WHO ORIGINALLY RECEIVES THE FORM. DECISION WORKFLOW  FOR IF AND WHEN IT NEEDS TO GO TO NZ ADMIN)
  • Create and maintain list of Content and Technical issues contacts for the various vendors. (CREATE LIST AND KEEP ON CONFLUENCE)

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