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Status
titleDRAFT

Area coveredERM
Lead Author
Co-authorsJessica Hartwigsen

Table of Contents

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Collection Development: The cooperative approach between EAR and SDLC for researching new e-resources, setting up trials, acquiring new shared e-resources will continue and will now also include at least two members of the Electronic Resources Management (ERM) Team to work with EAR. (NEED A POST-MIGRATION TEAM-DOESN'T NEED TO BE THE SAME MEMBERS).  It is recommended the ERM Team, in conjunction with EAR, work with Analytics to generate reports displaying sufficient overlap of e-resources to acquire a new shared e-resource or provide data that may mitigate the removal of a shared e-resource from the ECC.  (WORK ON HOW TO COMMUNICATION BETWEEN ALL GROUPS)


Licenses: Our goal is to help simplify management of shared resources and that included licenses for the ECC and Opt-in shared e-resources.  Managing licenses for shared e-resources will be a joint effort between SDLC and the Alma Network Zone (NZ) administrator. 

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  • Choose Central Office for library
  • Choose Licenses under Acquisitions Infrastructure (under ALMA drop-down menu)
  • Add License > Manually > Next (may not need to add licenses manually if we can import them from 360 Migration project -skip to Add License to Database section if license exists)
    • License Type = Negotiation
    • ----Name for license- JSTOR Arts & Science databases (pulled from SDLC license agreement?)
    • -----Name license code – JSTOR
  • Make changes and add start dates and signed dates to Summary tab
    • ----Added signed on dates –info from the database agreement
    • ----picked available names for Signed by (names from SDLC and ??? Need to be added)
    • ----picked CSUCO for Licensor
    • Save these changes
  • Open up new License again
                    
      • Go to Negotiation Details tab
      • Click on Add Member
      • Click on Select Member > Choose SJSU as example (can pick more than one)-it is the library that is
                    
      • Click on Select
                     Add
      •  Add in details for member- cost of the database subscription, renewal cycle and start/end date of license > Save record  (COST OF DATABASE-WHAT HAPPENS WHEN IT ONE SINGLE FUND FOR ALL LIBRARIES?)
                    
      • Go to License Terms tab – add in terms of the license
                    
      • Save changes

    Now add this license to the database

    • Go to Repository to search for electronic collection (database name) under Resource Management                (if database is not already active in the NZ)
      • Search NZ for e-collection first
      • Click on Alma drop down
      click
      • Click on Repository search
      click
      • Click on Community tab
    • Find Electronic Collection > where Electronic Collection Name > contains <name of database>
    • Locate the correct database and click on Order link
    • Fill in Order details
                      
        • Purchase type = Electronic Collection Subscription
                      
        • PO Line Owner = Central Office
      • Now Link the POL (Purchase Order Link) to the License > Click on the Create PO Line link
      • Add in necessary details for POL
                        
          • Choose a License –pick a vendor record (JSTOR in this example)
                        
          • Choose Material Supplier –pick a vendor record (JSTOR in this example)
                        
          • Enter in List Price (not sure what amount this should be -whole price for JSTOR or smaller amount for each JSTOR database????)
                        
          • Then choose the ECC Fund
                        
          • Click Select
                        
          • Click on the FUND button to add the fund
                        
          • Enter in renewal dates
                        
          • Click Go
                        
          • Fix any alerts that may pop up
          • Set up Group Settings
          • Go to Group Tab
          • Add library
          • Save changes

        (THERE IS A PROJECT WITH EX LIBRIS AND TWO 360 LIBRARIES TO MIGRATE LICENSE TERMS AND INFORMATION TO ALMA-WILL ADD MORE SHARED LICENSE INFORMATION HERE)

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