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Reviewed and Revised by ERM CommitteeCreated by Kirstie Genzel, Jessica Hartwigsen, and Ying Liu

Table of Contents

Background

Share Shared e-resources are negotiated, and in some cases paid for, by the Chancellor's Office Systemwide Digital Library Content (SDLC) department. E-collection and portfolio activations for shared e-resources are maintained in the Alma Network Zone by the Chancellor's Office Electronic Resources Manager. 

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More information: Collection Development and Acquisitions Overview for Shared E-Resources (ECC and Opt-in)

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Problem Reporting Recommendations

The chart below outlines problem reporting guidelines for various types of ERM issues, particularly as they relate to Shared E-Resources, and are intended to help you get support and a resolution to the problem as quickly as possible!

Alma NZ issues (portfolio linking problems, portfolio coverage dates, removing/adding portfolios, parser parameters, shared group settings, other technical issues related to the NZ….).

  • Email the Electronic Resource Manager, Jessica Hartwigsen (jhartwigsen@calstate.edu)

  • Subject Line: “NZ ERM”

Central Discovery Index (CDI) NZ Settings - (changing individual campus your library’s NZ CDI settings)

  • Login to Alma using your NZ Alma CDI user credentials and update your library’s CDI settings as needed.

    • If you don’t have/know your NZ Alma CDI login credentials, contact the Electronic Resources Manager, Jessica Hartwigsen

Central Discovery Index (CDI)/GTI (metadata, display, and/or linking issues from PrimoVE)Global Title Index (GTI) Metadata, Display, or Linking Issues

Vendor indexing and/or metadata issues (incorrect indexing in a vendor’s database, article missing from particular issue, article is missing pages, incorrect metadata being passed through outgoing OpenURL link…)

Technical database errors (platform outages, connection timeouts, local admin configuration settings not working, proxy issues …).

  • Report on and/or check Slack to help determine if it’s a local issue or is widespread to other campuses.

  • If it’s a local issue, open a local support case with the relevant vendor.

  • The CO team monitors Slack and will also open cases on behalf of the consortia for widespread outages, but individual campuses are welcome to open cases at any time locally as well!

Access to content is denied (your library is not being recognized as a subscribed institution – being asked to pay for content you subscribe to).

  • Report on and/or check Slack to help determine if it’s a local issue or is widespread to other campuses.

  • If it’s a local issue, open a local support case with the relevant vendor.

  • The CO team monitors Slack and will also open cases on behalf of the consortia for widespread outages, but individual campuses are welcome to open cases at any time locally as well!

Generally, these types of access issues are caused by one of two things:

  1. Titles that you do NOT have access to are mistakenly activated.

  2. Delays in renewals, payments, or issues with vendors not processing new orders correctly (less common). If this is the cause, the CO team we will help reach out to vendors on your behalf to fix the problem.

Other ERM related questions about shared ECC/Opt-In resources not listed above (license terms, title lists, usage stats, content details, vendor account numbers, institutional admin accounts, etc.).

Questions about subscription pricing, renewals/orders, technical problems with Consortia Manager, and other acquisitions related questions about ECC/Opt-Ins.

When in doubt, you may also email eresourceshelp@lists.calstate.edu directly and we will help you identify the best course of action and/or will help escalate your existing case!

The eresourcehelp@lists eresourceshelp@lists.calstate.edu email reaches 3 people at the Chancellor’s Office, all of whom have various roles in the acquisition or management of Shared E-Resources: i) Jessica Hartwigsen, the Electronic Resources Manager, ii) Kirstie Genzel, the Systemwide Digital Library Content (SDLC) Program Manager, and iii) Ying Liu, Library Services Specialist in SDLC.

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FAQs

  • Q:   What makes something a Shared E-Resource (ECC or Opt-in) vs. a local e-resource?

  • A:   The main factor that determines whether something is considered a “shared e-resource” is how it’s ordered/paid for:

 

  • Q:   Are “NZ Managed E-Resources” the same as “Shared E-Resources”?

  • A:   Mostly….but with a few caveats.

    • While the NZ managed e-resource activations are generally based on order information received from SDLC (for both ECC and Opt-In “shared e-resources”), any campus can choose to be added to an existing NZ e-collection at any time, even if they purchased the resource locally! The “NZ managed e-resources” are NOT restricted to just the campuses that “opted-in” and ordered through SDLC. 

    • There are also many Open Access e-collections managed in the NZ. More information on NZ Open Access Activation Criteria

    • There’s also going to be a shared Cal Docs collection in the NZ.

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