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Background
The CSU Libraries acquire electronic resources in a variety of ways. Some are centrally paid for by the Chancellor’s Office (CO), while others are purchased directly by individual libraries. The CO maintains ECC/Opt-in resources in the CO instance in SFX, while each campus maintains local resources in their SFX instance. Resources in the local instance are activated in the appropriate SFX targets. Local acquisitions, licensing and e-resource management are managed by the Institution (local library). This document addresses the Institution Zone (IZ) and is not intended to be used for shared acquisitions.
Policy Statement
This document provides best practices for selecting a new e-Resource that best matches the subscription provided centrally by SDLC (Opt-in) or negotiated by the individual Institution. This document also includes best practices and procedures for activating an e-Resource in the Institution Zone (IZ). This policy does not include detailed steps for acquisitions or ordering. Please Note: E-Books and Media will have a different policy.
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Acquiring Electronic Packages & Portfolios in the Community Zone
- Acquiring Local Electronic Collections and Databases
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) |
| 8/23/2016- ERM Task Force 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 |
| 9/30/16-rough draft completed | ||
ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads |
| ERM Task Force met to discuss policies and procedures | ||
Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group. |
| Link to the drafts were sent out to the Tech Services Working Group | ERM Task Force will go over the feedback received from the ULMS Team and the Tech Services Working Group. Meet with other TS Working Groups to discuss overlap of policies and procedures. ERM Task Force will meet | |
| Final "live" Draft for Shared Resources is due |
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| ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date