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.
| Electronic Collections: The following example illustrates a single title that is offered by two vendors. (ERM) | Physical Record: The following example illustrates an ongoing serial with three issues with holdings in Periodicals. (Cataloging) |
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When discussing electronic resource management, it’s important to keep in mind the three models of acquisitions available:
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| Title | Description | Status |
|---|---|---|
| Model 1, Local only: Practice recommendations. | Draft | |
| Maintaining and Updating Active E-Resources | Model 1, Local only: Practice recommendations. | Draft |
| OpenURL, Proxy, Discovery Interface Display Logic, and Troubleshooting in the IZ | Model 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 Media | Models 1-3: Policy and best practice recommendations for handling non-serial electronic resource records. | Draft |
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| Title | Description | Status |
|---|---|---|
| Tech Services: Provider-Neutral Records & Use of Database-Level Records | Recommends the use of Provider-Neutral records for electronic resources to eliminate proliferation of records describing essentially the same content. | Draft |
| Acquisitions: Ordering using the Alma Network Zone |
Physical Record: The following example illustrates an ongoing serial with three issues with holdings in Periodicals. (Cataloging)
Supplemental Information
ERM Best Practices, Policies and Procedures OUTLINE (Jessica's notes.)
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