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This document provides best practices for selecting a new e-Resource that best matches the subscription provided centrally by SDLC (Opt-in) or negotiated by the individual Institution.  This document also includes best practices and procedures for activating an e-Resource in the Institution Zone (IZ).  This policy does not include detailed steps for acquisitions or ordering. 

Best practice recommendations

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Please Note:  E-Books and Media will have a different policy.  


Best practice recommendations

  • Institution (Local Library): These are e-journal collections or databases that the Institution subscribes to directly.  More than one Institution in the CSU may subscribe to a specific collection.
  •  New e-Resource Acquisition:  
    • See Acquisitions See Acquisitions Best Practices
    • OR
    • We offer this for discussionRecommended Ordering Procedure:
  • If a library has a subscription outside of the ECC or Opt-in subscription from the same vendor for the same e-resource, it is recommended to share the e-resource in the NZ and activate the same e-resource in the Institution Zone (IZ).  Please see “SHARED E-RESOURCES (ECC and Opt-In)-Selection and Activation” for more details.
  • Use list of titles supplied by the vendor to create file to import into Alma to activate and update portfolios included in subscription.
    • Only need title list if subscription is a partial list of what is available from the vendor for that specific package.  This would a selective package e-resource. 
  • Use Electronic Collection search option in Alma to locate the best matching e-resource title.  Search query help can be found in Helpful Alma Repository Search Queries
  • Once the best matching e-resource title has been located, go through procedures (below) for setting up the new e-resource in the IZ.
  • Prefer CZ records for full-text e-journal collections when it exists
    • Pros?
    • Cons?

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