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Background

The California State University (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.  Currently, the CO maintains ECC/Electronic Core Collection (ECC) and the Systemwide Digital Library Content (SDLC) 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.

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This document provides best practices for selecting a new and activating new e-Resource that best matches the centrally are centrally ordered resource provided by SDLC (Opt-in) or individually 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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Best practice recommendations

• SDLC (Opt-in (SDLC):  These are e-Resources that are part of a centrally negotiated contract but are not part of the Electronic Core Collection ( ECC).  
  
  
  • Set-up and activation in the Network Zone (NZ) and maintained by the NZ administrator  Please refer to “SHARED E-RESOURCES (ECC and Opt-In)-Selection and Activation”  
  • Ordering and payment is completed by the Institution (local library) 
    
    
    
• Institution (Local Library): These are e-journal collections or databases that the Institution subscribes to directly.  More than one Institution in the CSU may subscribe to a specific collection.

•  New e-Resource Acquisition:  
  • Recommended Ordering Procedure:   
    • Use Electronic Collection search option in Alma to locate the best matching e-resource title.  Search query help can be found in Helpful Alma Repository Search Queries
    • Search the IZ to make sure you don’t already have the e-resource ordered/activated
    • Search and Order on bibliographic record in NZ.  PLEASE NOTE: Before ordering a new e-resource from the NZ, it is important to check if it is an ECC or an Opt-in resource.
    • If no record exists in NZ, order on record in Community Zone (CZ)
    • If no record exists in CZ, then search and import record from an external source (OCLC/Worldcat)
    • License and payment are at the individual Institution level

• If a library has a subscription outside of the ECC or an Opt-in subscription from the same vendor for the same e-resource but with different portfolios, 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 An example would be if a library subscribes to the central Opt-in e-resource, Sage Premier 2014, but also has a locally negotiated package with the vendor for portfolios (e.g. Sage Complete package) 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, manually activate, or upload an excel spreadsheet to create file for import into Alma to activate and update portfolios included in the subscription. 
  • Only need title list if subscription is a partial list of what is available from the vendor for the specific selective package in Alma (e.g. Ovid Journals, Highwire Press, Allen Press, etc.).  

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(b) Option 2: don't check the "make service available" box in order to check access first.  Once access has been confirmed, return to this section and check the box to make the collection available to patrons.

PENDING more steps 

next screen - link param fill in ID info can be blank if not applicable

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vi) Check Automatically Activate New Portfolios if library subscribes to entire package and all titles

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