| Reviewed and Revised by ERM Committee | YESRevision Date | August 15, 2019 |
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| Table of Contents | In-Depth Articles | ||
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Introduction
- Electronic resources are managed very differently than physical resources in Alma. While physical items rely on item records to provide access and availability information, Electronic Portfolios are used to manage this information for electronic resources.
- The IZ, NZ, and CZ also play very different roles with electronic resources compared to physical items. Electronic Collections and Portfolios will generally only reside in the NZ for centrally purchased or negotiated resources.
- For resources that are purchased individually, Electronic Collections and Portfolios will reside in the IZ, even if several different CSU campuses own the resources.
- Additionally, while some localization may occur, the CZ will be the source for most Electronic Collection and Portfolio information.
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Best Practice for Electronic Resource Management
These documents provide best practices and procedures for selecting and activating new e-Resources in the Institution Zone (IZ) as it relates to IZ: Local Only. These resources will continue to be locally acquired, licensed, and managed by the individual libraries. SDLC and the Electronic Resources NZ administrator will activate, maintain, and in some cases, order e-resources that will be shared by some or all of the libraries in the NZ. These procedures and best practices are for Network Zone - ECC and Network Zone - Opt-in resource management and acquisitions in the NZ admin instance. Please Note: E-Books and Media will have a different policy.
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- Institution Zone: Local Only
The local acquisition, licensing, and e-resource management by the individual libraries. Libraries will continue to manage acquisitions of their own e-collections in the IZ. - Network Zone: ECC (Central Only)
The centralized acquisition, licensing, and e-resource management of the ECC e-resources in the NZ. The Chancellor's Office will manage the acquisition and payment for the e-collections included in the ECC. - Network Zone: Opt-ins (Mixed Central & Local).
The centralized negotiation and management of the Opt-in e-resources in the NZ and local acquisitions by libraries in the IZ. License terms and fees are negotiated by the Chancellor's office and purchasing and invoice processing is done by the individual libraries. Libraries will need to create a vendor for the Chancellor's Office in the IZ for the Opt-in e-collections. The library will use the CO as a vendor to pay for the Opt-in resource.
| TitleDescription | Status | E-Resource Acquisition and ActivationInstitution Zone, Local only: Best Practice Recommendations and Procedures. | Final | |||
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| Maintaining and Updating Active E-Resources | Institution Zone, Local only: Best Practice Recommendations and Procedures. | Final | ||||
| OpenURL, Proxy, Discovery Interface Display Logic, and Troubleshooting in the IZ | Institution Zone, Local only: Policy Statement, Best Practice Recommendations and Procedures. | FinalCollection Development for Shared e-Resources | ||||
| Network Zone, ECC & Opt-ins. | Final | Shared E-Resources (ECC & Opt-Ins) | NZ ECC & NZ Opt-ins: Instances where SDLC and the Electronic Resources NZ administrator will set up and maintain shared e-resources. Includes 4 sub-sections: | Final | E-Books and MediaIZ and NZ: Policy Statement, Best Practice Recommendations and Procedures for handling non-serial electronic resource records. | Final |
| Electronic Collections: The following example illustrates a single title that is offered by two vendors. (ERM) | Physical Record: The following example illustrates an ongoing serial with three issues with holdings in Periodicals. (Cataloging) |
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Workflow of Catalog items and ERM items: Catalog:
ERM:
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Related Policies
| Title | Description | Status | |||||||||
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| Tech Services: Provider-Neutral Records & Use of Database-Level Records | Recommends the use of Provider-Neutral records for electronic resources to eliminate proliferation of records describing essentially the same content. |
| Acquisitions: Ordering using the Alma Network Zone
Supplemental Information
ERM Best Practices, Policies and Procedures OUTLINE (Jessica's notes.)
ERM Fall 2016 Dates:
September 30th: Rough drafts for Policy, Procedures and Best Practices due
September 30th: Send to Tech Services Working Group Leads for feedback
October 5th: ERM Task Force meets to discuss feedback -send out to Tech Services
October 6th: Discuss rough drafts during Tech Services open forum
November 8th: ERM Task Force meeting to discuss feedback for policies and procedures
December 2nd: “Final” working drafts due
December 2nd: Send final drafts to Tech Services Working Group Leads for feedback
December 6th: ERM Task Force meets to discuss final drafts -send out to Tech Services
December 8th: Discuss final drafts during Tech Services Open Forum
ERM Spring 2017 Dates:
January 9th: ERM TF in-person meeting at Fullerton workshops
January 20th: Goals and Objectives posted to ERM Task Force wiki
Week of January 29th: ERM TF meeting for updates on goals and objectives
February 3rd: first status update for goals and objectives