Introduction
Electronic resources are managed very differently than physical resources in Alma. While physical items rely on item records to provide access and availability information, Electronic Portfolios are used to manage this information for electronic resources. The IZ, NZ, and CZ also play very different roles with electronic resources compared to physical items. Electronic Collections and Portfolios will generally only reside in the NZ for centrally purchased or negotiated resources. For resources that are purchased individually, Electronic Collections and Portfolios will reside in the IZ, even if several different CSU campuses own the resources. Additionally, while some localization may occur, the CZ will be the source for most Electronic Collection and Portfolio information.
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Physical Record: The following example illustrates an ongoing serial with three issues with holdings in Periodicals. (Cataloging)
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When discussing electronic resource management, it’s important to keep in mind the three models of acquisitions available:
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| Title | Description | Status |
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| Model 1, Local only: Policy Statement, Best Practice Recommendations and Procedures. | Draft | |
| Maintaining and Updating Active E-Resources | Model 1, Local only: Policy Statement, Best Practice Recommendations and Procedures. | Draft |
| OpenURL, Proxy, Discovery Interface Display Logic, and Troubleshooting in the IZ | Model 1, Local only: Policy Statement, Best Practice Recommendations and Procedures. | Draft |
| Collection Development for Shared e-Resources | Models 2 & 3, ECC & Opt-ins. | Draft |
| Shared E-Resources (ECC & Opt-Ins) | Models 2 & 3: Instances where SDLC and the NZ administrator will set up and maintain shared e-resources. Includes 4 sub-sections: | Draft |
| E-Books and Media | Models 1-3: Policy Statement, Best Practice Recommendations and Procedures for handling non-serial electronic resource records. | Draft |
| Electronic Collections: The following example illustrates a single title that is offered by two vendors. (ERM) | Physical Record: The following example illustrates an ongoing serial with three issues with holdings in Periodicals. (Cataloging) |
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Workflow of Catalog items and ERM items: Catalog:
ERM:
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Related Policies
| Title | Description | Status | ||||||
|---|---|---|---|---|---|---|---|---|
| Tech Services: Provider-Neutral Records & Use of Database-Level Records | Recommends the use of Provider-Neutral records for electronic resources to eliminate proliferation of records describing essentially the same content. |
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| Acquisitions: Ordering using the Alma Network Zone |
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December 8th: Discuss final drafts during Tech Services Open Forum
ERM Spring
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2017 Dates:
January 9th: ERM TF in-person meeting at Fullerton workshops
January 20th: Goals and Objectives posted to ERM Task Force wiki
Week of January 29th: ERM TF meeting for updates on goals and objectives
February 3rd: first status update for goals and objectives