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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.
Best Practice for Electronic Resource Management
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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.
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| 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. |
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