Page Comparison

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• 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.
  • Use Electronic Collection search option in Alma to locate e-resource.  Search query help can be found in Helpful Alma Repository Search Queries
    
• 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.
• Use list of titles supplied by the vendor to create file to import into Alma to activate and update portfolios included in subscription.
  • Only need title list if subscription is a partial list of what is available from the vendor for that specific package.  This would a selective package e-resource.
• Contact vendor and provide link resolver URL and if possible, link to link resolver image (.gif) to set up the vendor as a source so user can link to Uresolver from citation or abstract e-resource.
• Set up trials of full text e-resources in the NZ and set up task to remove when trial is over unless e-resource.
  • If e-resource in trial is added to ECC or Opt-in, add to list of e-resources maintained in the NZ.
• E-book resources activated in the SFX Chancellor's instance will be migrated to the Alma NZ.
  • If a library shares this SFX e-resource in the Chancellor's instance and would like to opt-out of the e-book collection, please contact the SFX administrator to remove this resource before final migration to Alma.
  • E-book recommendations for existing and new packages are addressed in the E-book and Media Policies and Procedures document.
• PNR Provider-Neutral Records
  • Follow the PCC’s practice (LINK TO CATALOG POLICIES) to use a provider-neutral approach for electronic resources, print on demand reproductions and photocopies of textual materials, scores, and cartographic materials, as described in the PCC Provider-Neutral guidelines or the LC-PCC PS for RDA 1.11 (Orbis-Cascade Provider-Neutral records)
    
  • Before adding an Alma Descriptive record from the CZ, check the IZ for the bib record.
  • Alma Descriptive records will be activated in the NZ e-resources for database-level records for full text e-resources.
    • To configure Alma's Electronic Collection records, see how to set up Descriptive Records
  • (NEED INFORMATION ON HOW MIGRATED TO NZ FROM SFX HERE -waiting to hear back from ExL)

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1. Setup shared resource in NZ

   1. Locate e-resource using search query for Electronic Collections (see recommended query) in the CZ logged into the NZ admin instance.

   2. Activate the new e-resource (see Activating Electronic Resources). (do we want a standardized public name for shared e-resources i.e. EBSCO Academic Search OR Academic Search, Elsevier Science Direct or Science Direct, ProQuest ABI/Inform OR ABI/Inform)
   3. Uncheck Mark Bib as suppressed to include the Descriptive Record in the NZ.
   4. Check Activate this electronic collection service and Mark service available and click the Next button.
   5. Click Next on the Service Linking Parameters page- do not fill in parameters on this page.
   6. Activate the portfolios, there are 3 options.  (See SDLC e-Resources for which option is necessary). (FIX WORDING HERE)
      1. Activate All -Activation of the complete electronic collection with no selection of portfolios (examples EBSCO, ProQuest, Gale, JSTOR).
      2. Activate electronic collection and selected portfolios via Excel file upload (examples Sage, Project Muse, Wiley, Elsevier, Springer) .
         1. Update e-resource using Excel file and directions for Bulk Loading.
      3. Manual activation - activate electronic collection and manually select portfolios (examples AIP). (LIST MORE RESOURCES HERE)
   7. Activate the e-resource and once processed, search for new e-resource in NZ.

   8. Locate e-resource in the NZ and set up Group Settings for libraries subscribing to central e-Resource.

      1. See list of subscribed libraries in SDLC's Subscription Log and send message to libraries who wants to share e-resource. (Tech Services list serv or designated contact for each library??? In SFX, there was a specific group emails were sent, do the same in Alma???)

      2. Click on Edit Service.

         1. add internal note indicating if e-resources is Opt-in or ECC.
      3. Click on Yes on Activate new portfolios associated with service automatically? if necessary for this e-resource.
      4. Cick on Group Settings tab to add instances sharing e-resource.
      5. Click on Add Settings for Group, choose the Group name that matches the library name.

      6. Each instance added in Group Settings needs Proxy set to Yes.

      7. If needed, add linking parameters for each library and Save Settings.

         1. Linking parameters must be entered for each Group Setting not the Linking Information tab.

2. Test new e-resource 
   1. Test shared e-resources from CO IP range -connect via VPN.
   2. At e-resource page, click on View It.
   3. Resource should appear in the Alma menu and after clicking on e-resource name, proxy login page for library should appear.
3. Set up Provider-Neutral Records (Alma's Electronic Collection Records)
4. Set up Shared Acquisitions: See Shared e-Resources (ECC and Opt-in) - Shared Acquisitions

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