Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

Introduction

Electronic resources are managed very differently than physical resources in Alma. While physical items rely on item records to provide access and availability information, Electronic Portfolios are used to manage this information for electronic resources. The IZ, NZ, and CZ also play very different roles with electronic resources compared to physical items. Electronic Collections and Portfolios will generally only reside in the NZ for centrally purchased or negotiated resources. For resources that are purchased individually, Electronic Collections and Portfolios will reside in the IZ, even if several different CSU campuses own the resources. Additionally, while some localization may occur, the CZ will be the source for most Electronic Collection and Portfolio information.

When discussing electronic resource management, it’s important to keep in mind the three models of acquisitions available:

  • Model 1: Local Only 
    The local acquisition, licensing, and e-resource management by the individual libraries This model is only for the IZ and will not be used for shared acquisitions. Libraries will continue to manage acquisitions of their own e-collections in the IZ.  
  • Model 2: ECC (Central Only)
    The centralized acquisition, licensing, and e-resource management of the ECC e-resources in the NZ. The Chancellor's Office will manage the acquisition and payment for the e-collections included in the ECC.  
  • Model 3: Opt-ins (Mixed Central & Local).
    The centralized negotiation and management of the Opt-in e-resources in the NZ and local acquisitions by libraries in the IZ. License terms and fees are negotiated by the Chancellor's office and purchasing and invoice processing is done by the individual libraries. Libraries will need to create a vendor for the Chancellor's Office in the IZ for the Opt-in e-collections. The library will use the CO as a vendor to pay for the Opt-in resource. 
TitleDescriptionStatus

E-Resource Acquisition and Activation 

Model 1, Local only: Practice recommendations.Draft
Maintaining and Updating Active E-ResourcesModel 1, Local only: Practice recommendations.Draft
OpenURL, Proxy, Discovery Interface Display Logic, and Troubleshooting in the IZModel 1, Local only: Practice recommendations.Draft
Collection Development for Shared e-Resources
Models 2 & 3, ECC & Opt-ins.Draft
Shared E-Resources (ECC & Opt-Ins)

Models 2 & 3: Instances where SDLC and the NZ administrator will set up and maintain shared e-resources. Includes 4 sub-sections:

Draft
E-Books and MediaModels 1-3: Policy and best practice recommendations for handling non-serial electronic resource records.Draft

...