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Document status

Status
titleDRAFT

Area coveredERM & Acquisitions
Lead AuthorJessica Hartwigsen
Co-authorsCarole Correa-Morris (Unlicensed)

Table of Contents

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The NZ instance must be populated with vendors (material providers and licensors) and funds for Model 2 and vendors (licensors) for Model 3.  Negotiated licenses are also required in the NZ to track costs of e-collections for each subscribed library in Model 3 and for one vendor with multiple databases in Model 2.

*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:  EBSCO Art Full Text is a shared resource that 8 libraries are sharing in the NZ.  Only two of those libraries negotiated the resource via SDLC.  All 8 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 6 libraries will need to attach POLs to the OCLC/PNR record in the NZ.

Procedures for Model 2 and 3

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Procedures for Model 3 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 Model 3 Scenario #1.

Procedures for Model 3 Opt-in e-Resources Scenario #3:  When there is one vendor but there are multiple e-resources in included in the subscription at one single cost.  This scenario would include subscriptions such as IEEE where is there one price but there five e-collectios included in that subscription.  This scenario is different from Scenario 1 & 2 and includes the Master POL, similar to the procedures to Model 2 ECC scenario #2.

A&I / Database-only / Zero-portfolio resources

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