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Introduction

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Policy Statement for Electronic Resource Management

These documents provides provide best practices and procedures for selecting and activating new e-Resources in the Institution Zone (IZ) as it relates to Model 1: Local Only.   These resources will continue to be locally acquired, licensed, and managed by the individual libraries.  Please Note:  E-Books and Media will have a different policy.  SDLC and the NZ administrator will activate, maintain, and in some cases, order e-resources that will be shared by some or all of the libraries in the NZ.  These procedures and best practices are for Model 2 (ECC) and Model 3 (Opt-in) resource management and acquisitions in the NZ admin instance.  Please Note:  E-Books and Media will have a different policy.

These are also best practices for maintaining and updating e-resources and portfolios that are already activated in Alma. This would be for updating date thresholds, activating or removing portfolios, updating parse parameters (jkeys/bkeys/URLs) and updating linking parameters.

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