| Reviewed and Revised by ERM Committee | YES |
|---|---|
| Revision Date | August 15, 2019 |
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These documents provide best practices and procedures for selecting and activating new e-Resources in the Institution Zone (IZ) as it relates to IZ: Local Only. These resources will continue to be locally acquired, licensed, and managed by the individual libraries. SDLC and the Electronic Resources NZ adminstrator 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 (Network Zone - ECC and Network Zone - Opt-in ) resource management and acquisitions in the NZ admin instance. Please Note: E-Books and Media will have a different policy.
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When discussing electronic resource management, it’s important to keep in mind the three models of types acquisitions available, local IZ and NZ:
- IZInstitution Zone: Local Only
The local acquisition, licensing, and e-resource management by the individual libraries This model is only for the IZ and will not be used for shared acquisitions. Libraries will continue to manage acquisitions of their own e-collections in the IZ. - Model 2Network Zone: ECC (Central Only)
The centralized acquisition, licensing, and e-resource management of the ECC e-resources in the NZ. The Chancellor's Office will manage the acquisition and payment for the e-collections included in the ECC. - Model 3Network Zone: Opt-ins (Mixed Central & Local).
The centralized negotiation and management of the Opt-in e-resources in the NZ and local acquisitions by libraries in the IZ. License terms and fees are negotiated by the Chancellor's office and purchasing and invoice processing is done by the individual libraries. Libraries will need to create a vendor for the Chancellor's Office in the IZ for the Opt-in e-collections. The library will use the CO as a vendor to pay for the Opt-in resource.
| Title | Description | Status |
|---|---|---|
| IZInstitution Zone, Local only: Best Practice Recommendations and Procedures. | Final | |
| Maintaining and Updating Active E-Resources | IZInstitution Zone, Local only: Best Practice Recommendations and Procedures. | Final |
| OpenURL, Proxy, Discovery Interface Display Logic, and Troubleshooting in the IZ | IZInstitution Zone, Local only: Policy Statement, Best Practice Recommendations and Procedures. | Final |
| Collection Development for Shared e-Resources | Models 2 & 3Network Zone, ECC & Opt-ins. | Final |
| Shared E-Resources (ECC & Opt-Ins) | Models 2 & 3NZ ECC & NZ Opt-ins: Instances where SDLC and the Electronic Resources NZ adminstrator administrator will set up and maintain shared e-resources. Includes 4 sub-sections: | Final |
| E-Books and Media | Models 1-3IZ and NZ: Policy Statement, Best Practice Recommendations and Procedures for handling non-serial electronic resource records. | Final |
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