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- Model 1: Locally purchased or subscribed (by each campus, outside SDLC, local access only)
- Model 2: ECC (negotiated centrally, paid for centrally, systemwide access)
- Examples, purchased centrally:
- The former “NetLibrary” package, now hosted in EBSCO ebooks.
- The more recent systemwide DDA-triggered purchases, hosted on ebrary, myiLibrary, and EBL
- Examples, subscribed centrally:
- Safari Tech Books
- Ebrary Academic Complete
- ACLS Humanities Ebooks
- Examples, purchased centrally:
- Model 3: Opt-ins offered via SDLC (negotiated centrally, but paid for by each campus, local access only)
- Examples, opt-ins:
- Oxford Scholarship Online
- Examples, opt-ins:
Policy Statement
CSU Libraries must manage e-collections via CZ, if available, irrespective of fullness of records (i.e., quality of the metadata) in lieu of loading vendor records in NZ. (See more details in Managing E-Collections in Alma: CZ vs Vendor Records policy -waiting for TS Leads policy)
Collections outside SDLC, locally subscribed or purchased (Model 1)
- If the collection is already active in the NZ (for example, because other CSU's have the same package), share the NZ collection.
- If the collection is not already active in the NZ, the campus may choose among available options :
- Activate the CZ collection
- Load records from OCLC Connexion Collection Manager into your IZ and create an local electronic collection
- Load records directly from the vendor into your IZ and create an local electronic collection
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- activate in the CZ.
Collections subscribed or purchased centrally (Model 2)
All Model 2 ebook or media collections will be managed at the NZ level.
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in the NZ
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by
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the Electronic Resources NZ
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administrator.
Collections negotiated centrally but opt-in at the campus level (Model 3)
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The Opt-in e-book collections will be managed in the NZ
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by the Electronic Resources NZ administrator.
Best practice recommendations
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Do not turn on the same collection in the CZ if it is already in the NZ; do not turn on a collection in the CZ if you have already created it as a local electronic collection; and so on. Choose only one option for any given collection.
Considerations when deciding whether to use the CZ or create a local electronic collection
CZ Advantages
- Maintenance efficiencies for large and frequently changing collections
- Aggregator collections: added and deleted titles managed automatically
- Selective collections: easy ordering and activation of new titles in active CZ collection
- Automatic updating of URLs in portfolios if URL changes in the collection
- Weekly list of collection updates from ExLibris that can be used to updateany outside systems, like OCLC holdings and A-Z lists.
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If you choose not to use a CZ collection, create a Local Electronic Collection
Whenever possible, portfolios should be added to Local Electronic Collections. Even eresources e-resources that are not sold as collections (such as ebooks e-books or streaming video titles purchased title-by-title) can be maintained more easily if they are in a Local Electronic Collection, as long as they are from the same provider, have the same license conditions, and share the same base url.
Local Electronic Collection Advantages
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(See single purchase e-book policy -waiting for CAT TF policy)
Link your IZ collection to the CZ for improved maintenance
You can create local collections and then link them to a CZ collection for the portfolios.
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- For local, campus-level PDA/DDA projects, use Alma's PDA management function at the IZ level. PDA pools represent only the potential for access, and when triggered, will be purchased only for use by your individual campus. For this reason, do not load local PDA pool records in the NZ.
- After a title in your campus PDA pool has been triggered for purchase, do check the title against the NZ as per usual cataloging workflow for new acquisitions.
- NZ-level PDA management is reserved for systemwide PDA projects, in which all campuses share the same pool and triggered titles will be purchased for the entire CSU.
Procedures in Alma
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Alma documentation & training resources:
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