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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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*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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Refer to the ONIX-PL documentation as a guide for standard license fields.

OCLC pn records: Provider-Neutral Records & Use of Database-Level Records

Acquisitions Task Force FAQ: 

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 

8/23/2016- ERM Task Force discussed the ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma.


Draft for Shared Resources due September 30th. Send draft to Tech Service Working Group Leads


Rough Draft for Shared Resource policies and procedures

 



ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads


 



Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group.


 



Final "live" Draft for Shared Resources is due

 

Final drafts for policies is December 9th. All policies for all task forces are due this date.
ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads

 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date