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The CSU libraries provide a wide range of ebooks and other non-serial electronic resources, such as streaming video and audio. These resources may be paid for centrally or locally, shared widely or not at all. This document attempts to balance central needs for efficiency and coordination with unique local circumstances. The guiding principles in any decision regarding non-serial electronic resources should be the avoidance of duplicated recrods records in the NZ and avoidance of duplicated effort by individual campuses.
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Packages | Individual (one-by-one) |
|---|---|
Purchased (perpetual access; collection content is fixed) | Purchased (perpetual access; title content is fixed) |
Subscription (access only during active subscription; collection content is changeable) | Subscription (access only during active subscription; ebooks may be subject to updates) |
Leased (access for a fixed period, such as 3 years; collection content may or may not be fixed) | Leased (access for a fixed period, such as 3 years; material content may or may not be fixed) |
Evidence-based Acquisitions (some similarities in management to DDA/PDA) | Evidence-based Acquisitions (some similarities in management to DDA/PDA) |
Open Access collections | Open Access titles |
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- If unique to the CSU (i.e. the Netlibrary and ebrary/EBL/myiLiibrary packages mentioned above), should be managed by creation of their : Centrally create electronic collections at in the NZ level for sharing by and share with all campuses.
- If standard packages, not unique to the CSU:
- ebrary Academic Complete must be managed centrally by sharing its CZ collection in the NZ. This is due to the package's large size and frequent changes in content.
- DECISION PENDING RE SMALLER PACKAGES LIKE SAFARI depending on analysis of CZ record currency and quality, options include:
- Active CZ collection in the NZ OR
- Load records as an electronic collection at the NZ level for sharing (campuses would need to volunteer to maintain)
Collections negotiated centrally but opt-in at the campus level:
- In Share their CZ collections in the NZ in the absence of some other provision in the NZ (such as a determination to provide a CSU-maintained NZ collection), collections should be managed by sharing their CZ collections in the NZ.
Collections outside SDLC, local-only:
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If CZ ecollection records are found to be unsatisfactory or no CZ ecollection exists, campuses should avoid the practice of loading ecollection record sets into the CZ, because doing so requires a long-term commitment to maintaining the ecollection for others who may be using it. The better option is for the CSU to pressure advocate with both ExLibris and the vendors for better CZ data.
Activation in Primo Central Index
While campuses may also wish to activate their purchased or subscribed collections in Primo Central Index in order to increase discoverability, activation solely in PCI is not adequate. PCI does NOT provide catalog records (nor is it possible to view PC metadata without pulling it up in a Primo search).
- If you want to offer a catalog scope that includes all your ebooks in one search, you must have catalog records.
- Catalog records are also important for doing collection analysis.
- If linking from PCI is OpenURL, then you must have something active in Alma.
If activating a collection in PCI for which you have an Alma ecollection, watch for possible issues that may appear in Primo, such as duplication of search results or unusual skewing of results ranking (because the entire full text is open to searching).
Best practice recommendations
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- Metadata quality in CZ bibliographic records varies widely
- Records range from full bibs to brief bibs with only title and ISBN
- CZ collections may be inconsistent with collections offered through other companies or libraries
- There can be a delay in adding new titles to CZ collections
- Not all collections are in the CZ
If you
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choose not
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to use a CZ collection, create a Local Electronic Collection
Whenever possible, portfolios should be added to Local Electronic Collections. Even eresources that are not sold as collections (such as ebooks or streaming video titles purchased title-by-title) can be maintained more easily if they are in a Local Electronic Collection, as long as they are from the same provider, have the same license conditions, and share the same base url.
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- Maintenance functionality in Alma is based on portfolios in collections rather than stand-alones
- Better display in Primo and Alma, with collection names
- Better reporting in Analytics
- Ability to maintain settings at collection level (proxy, activation dates for trials, etc.) and push them down to all portfolios
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Link your IZ collection to the CZ for improved maintenance
You can create local collections and then link them to a CZ collection for the portfolios.
- Pros: You can choose records from whatever source you want, but keep their linking info update updated via the CZ.
- Cons: Linking is by ISBN, so this method works only where ISBNs are available and consistent.
Activation in Primo Central Index
While campuses may also wish to activate their purchased or subscribed collections in Primo Central Index in order to increase discoverability, activation solely in PCI is not adequate. PCI does NOT provide catalog records, nor is it possible to examine PC metadata without pulling it up in a Primo search.
- If you want to offer a catalog scope that includes all your ebooks in one search, you must have catalog records.
- Catalog records are also important for doing collection analysis.
- If linking from PCI is OpenURL, then you must have something active in Alma.
If activating a collection in PCI for which you have an Alma ecollection, watch for possible issues that may appear in Primo, such as duplication of search results or unusual skewing of results ranking (because the entire full text is open to searching).
Migration-Specific Issues
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