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| colour | Green | ||
| title | complete | ||
| Area covered | ERM | ||
| Lead Author | Stacy Magedanz | Co-authors | toc
| Reviewed and Revised by ERM Committee | August 15, 2019 |
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| Table of Contents | In-Depth Articles | ||
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Background
N.B. THIS DOCUMENT DOES NOT APPLY TO MARCIVE RECORDS; any policy regarding Marcive will be decided separately.
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In the CSU system, these packages may be:
- Model 1Institution Zone (IZ): Locally purchased or subscribed (by each campus, outside SDLC, local access only)
- Model 2Network Zone (NZ): ECC (negotiated centrally, paid for centrally, systemwide access)
- Examples, purchased centrally:
- The former “NetLibrary” package, now hosted in EBSCO ebooks.
- The more recent systemwide DDA-triggered purchases, hosted on ebrary, myiLibrary, and EBL
- Use MARC records for JSTOR DDA (June 2019)
- Examples, subscribed centrally:
- Safari Tech Books (now use MARC records for Safari O'Reilly in the NZ -January 2019)
- Ebrary Academic Complete
- ACLS Humanities Ebooks
- Examples, purchased centrally:
- Model 3Network Zone (NZ): Opt-ins offered via SDLC (negotiated centrally, but paid for by each campus, local access only)
- Examples, opt-ins:
- Oxford Scholarship Online
- Examples, opt-ins:
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CSU Libraries should manage e-collections via CZ, if available, irrespective of fullness of records (i.e., quality of the metadata) in lieu of loading vendor records in NZ. (See more details in Managing in Managing E-Collections in Alma: CZ vs Vendor Records policy -waiting for TS Leads policy)
Collections outside SDLC, locally subscribed or purchased (
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Institution Zone)
Locally subscribed e-book collections will be managed in the IZ and linked to the CZ collection.
Collections subscribed or purchased centrally (
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Network Zone - ECC)
All Model 2 NZ ECC ebook or media collections will be managed in the NZ by the Electronic Resources NZ administrator.
Collections negotiated centrally but opt-in at the campus level (
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Network Zone - Opt-in)
The Opt-in e-book collections will be managed in the NZ by the Electronic Resources NZ administrator.
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Whenever possible, portfolios should be added to Local Electronic Collections. Even e-resources that are not sold as collections (such as e-books or streaming video titles purchased title-by-title) can be maintained more easily if they are in a Local Electronic Collection, as long as they are from the same provider, have the same license conditions, and share the same base url. These records will be loaded into the IZ and not shared in the NZ. (See single purchase e-book policy -waiting for CAT TF policy)
Link your IZ collection to the CZ for improved maintenance
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If activating a collection in PCI for which you have an Alma ecollectione-collection, watch for possible issues that may appear in Primo, such as duplication of search results or unusual skewing of results ranking (because the entire full text is open to searching).
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Alma documentation & training resources:
- All you ever wanted to know about e-resource management in Alma (PDF)
- Getting Started: Electronic Resources – Scenarios and Workflows
- Managing Electronic Resources
How to link a set of portfolios to a community zone collection?
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- Patron Driven Acquisitions
- Training Powerpoint: Acquisitions - Patron Driven Acquisitions (PDA) Demand Driven Acquisitions (DDA)
Procedures
Follow the procedures for e-journal collections. See procedures for Model 1 and 3the IZ and the NZ.
References
Policy: Activation of Community Zone Collection for Alliance Ebrary Academic Complete Subscription
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Traill, Stacie (2016) Options for ebook management in Alma and Primo Central. In: ELUNA 2016 Annual Meeting, May 1-6, 2016, Oklahoma City, OK USA. Requires login.
Action log
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Tasks to be completed
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