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Status
colourGreen
titleAPPROVED

Area coveredERM & Acquisitions
Lead AuthorJessica Hartwigsen
Co-authorsCarole Correa-Morris (Unlicensed)
Reviewed and Revised by ERM CommitteeYES
Revision Date 

Table of Contents

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*Sharing Electronic Resources in the NZ but not ordered from SDLC:  If your library is sharing a resource in the NZ but did not negotiate for that resource with SDLC, the POL will need to be attached to a provider-neutral record/OCLC record.  The electronic full text collection can be shared but the licenses and purchases orders cannot be maintained centrally and will need to be attached to this PNR record.  Please DO NOT use the Alma CZ Descriptive Record for that resource (See Catalog recommendations: Provider-Neutral Records & Use of Database-Level Records).  Acquisitions Task Force has information for attaching current POLs to records in the NZ: Acq FAQ . Example:  HeinOnline is a shared resource that 3 libraries are sharing in the NZ.  Only two of those libraries negotiated the resource via SDLC.  All 3 libraries can continue to share the NZ resource but only 2 of those libraries will have consortial acquisitions attached to the e-collection.   The other library will need to attach POLs to the OCLC/PNR record in the NZ.

Ordering an Opt-in electronic collection in the NZ.:  Description of the records in the NZ and which records can be ordered and which records remain suppressed.

Procedures for NZ ECC and NZ Opt-in

There are various scenarios and procedures for e-collection activation and acquisitions for NZ ECC and NZ Opt-in.  When all database-level collections have been added to the CZ, the Chancellor's Office will begin adding these resources to NZ ECC and NZ Opt-in.  We will follow the policy for Provider-Neutral Records and Database-level records until it has been determined that all subscribed database-level (zero-portfolio) electronic collections are available in the CZ.

Procedures for NZ ECC e-Resources Scenario #1: When there is one vendor with one e-resource included in the subscription.  E-resource ordering, activation and management will be done by the Chancellor's Office for NZ ECC.  Libraries do not have to do anything on their end.  Libraries will be able to view the portfolios and the license terms for the ECC resources.

Procedures for NZ ECC e-Resources Scenario #2: When there is one vendor but there are multiple e-resources included in the subscription.  E-resource ordering, activation and management will be done by the Chancellor's Office.  Libraries do not have to do anything on their end.  

Procedures for NZ Opt-in e-Resources Scenario #1: When there is one vendor with one e-resource included in the subscription, the e-resource is ordered in the local instance.  E-resource activation and management will be done by the Chancellor's Office and ordering (acquisitions) will be done by the libraries.  Libraries will Order the e-resource from the NZ and maintain the orders in the IZ.  License terms and negotiated price will be visible in the IZ once the e-resource has been ordered.

Procedures for NZ Opt-in e-Resources Scenario #2:  When there is one vendor but there are multiple e-resources included in the subscription and each resource has a separate cost.  This scenario would include "upgrades" to e-collections, such as EBSCO Academic Search Complete or Business Source Complete.  This Scenario uses the same procedures for NZ Opt-in Scenario #1.  *for use by NZ Admin only

Procedures for NZ Opt-in e-Resources Scenario #3: When a single resource is ordered but the resource has more than one collection included with that single resource.  Example would be IEEE:  The subscription is for IEEE but that resource includes 5 collections.  The collections are not separated in the shared agreement, the agreement is for IEEE.  EBSCO OmniFile is also ordered using this scenario.  Gale All Access also falls under this scenario.  For libraries ordering a resource such as IEEE, OmniFile, or Gale scenario #3 or #4 could be used to setup local PO's.

Procedures for NZ Opt-in Resource Scenario #4: This is for a resource that is ordered that includes a second resource in the price.  The example is EBSCOhost Academic Search Complete subscription that also includes Business Source Complete.  Some libraries only subscribed to ASC and some libraries subscribe to ASC/BSC.  For those libraries that only subscribe to ASC, NZ ER Admin should use the procedures for Opt-in e-Resources Scenario #2 to set up the negotiated license and PO.  For the combination of ASC/BSC, use for the procedures for Opt-in e-Resources Scenario #4 procedures.

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