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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.
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- New e-resources: Order e-Resources Negotiated and Managed in the NZ by a Member (start at: 6:30): https://www.youtube.com/watch?v=nXcl1rrb_JE&hd=1
- Ordering a Centrally Managed e-resource
- Refer to the ONIX-PL documentation as a guide for standard license fields.
- OCLC pn records: Provider-Neutral Records & Use of Database-Level Records
- Acquisitions Task Force FAQ: Acq FAQ #2
- Acquisition Task Force procedures for Order in the NZ: ULMS Acquisitions Policies & Procedures - DRAFTS
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
| 8/23/2016- ERM Task Force discussed the ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma. | Draft for Shared Resources due September 30th. Send draft to Tech Service Working Group Leads | |
Rough Draft for Shared Resource policies and procedures |
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ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads |
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Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group. |
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| Final "live" Draft for Shared Resources is due |
| Final drafts for policies is December 9th. All policies for all task forces are due this date. | ||
| ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date