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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:
- Search and Order on bibliographic record in NZ (please See Acquisitions Best Practices)
- If no record exists in NZ order on record in CZ
- If no record exists in CZ import OCLC record, create local collection in IZ
- Activate Collection for Institution [and associate OCLC bibliographic record if Local Collection]
- Activate portfolios, services, add any local holdings, notes, proxy, etc.
- Licensing at the individual Institution level
- 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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