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

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Best practice recommendations

• Opt-in (SDLC):  These are e-Resources that are part of a centrally negotiated contract but are not part of the Electronic Core Collection (ECC).  
  
  
  • Set-up and activation in the Network Zone (NZ) and maintained by the NZ administrator  Please refer to “SHARED E-RESOURCES (ECC and Opt-In)-Selection and Activation”  
  • Ordering and payment is completed by the Institution (local library) 
    
• 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:  
  • Recommended Ordering Procedure:
    • Before ordering a new e-resource from the NZ, it is important to check if it is an ECC or an Opt-in resource.  
    • Search and Order on bibliographic record in NZ (please See Acquisitions Best Practices)
    • 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
    • Search the IZ to make sure you don’t already have the e-resource ordered/activated
    • Search and Order on NZ record 
    • If no record exists in NZ, order on record in CZ
    • If no record exists in CZ, then search and import OCLC record, create local collection in IZ
      • Contact the NZ admin to share collection in NZ 
    • Activate Collection for Institution [and associate OCLC bibliographic record if Local Collection]
    • Activate portfolios, services, add any local holdings, notes, proxy, etc.
    • Licensing record from an external source (OCLC/Worldcat)
    • License and payment are at the individual Institution level

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