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Document status

Status
colourGreen
titleAPPROVED

Area coveredERM & Acquisitions
Lead AuthorJessica Hartwigsen
Co-authorsCarole Correa-Morris (Unlicensed)
Reviewed and Revised by ERM Committee
Revision Date

Table of Contents

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There are three models of acquisitions available for Alma.  

Model 1Institutional Zone (IZ), 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 and libraries will continue to manage acquisitions of e-collection in the IZ.  Libraries will locate and order e-collections, for those resources subscribed locally, from the CZ and will be maintained in the IZ.  E-collections in the IZ will not appear in the NZ.  

Model 2 is Network Zone (NZ) ECC is the centralized ordering, acquisition, licensing, activation and e-resource management of the ECC e-resources in the NZ.  These e-collections DO NOT appear in the IZ.  The Chancellor's Office will manage the acquisition and payment for the e-collections included in the ECC.  The continued management of the shared e-collection will be done by the NZ e-resource administrator.  The ECC e-collection will have view-only access of the portfolios included in the shared e-collection from the NZ tab.  The shared acquisitions data will not be available to be viewed in Model 2.  License terms information for Model 2 ECC e-collections can be viewed in Primo and at the portfolio level.  The other acquisition data for ECC e-collections will not be viewable.  Complementary and open access collections will be included in Model 2.

Model 3 is Network Zone (NZ) Opt-in is centralized negotiation and management of the Opt-in e-resources in the NZ instance and local acquisitions managed by libraries in the IZ.  The e-collection remains in the NZ tab and has view-only access for the e-collection and portfolios.  License terms and negotiated details are available to the subscribed library.  The acquisitions (order records) part of the Opt-ins will be managed and available in the IZ.  Upgrades to ECC e-resources will also be included in this model.  Upgrades are defined as resources libraries pay a nominal fee to upgrade a resource included in the ECC, i.e. EBSCO Academic Search Complete or Business Source Complete.  Libraries will order the Opt-in resource from the NZ and will maintain order records in the IZ.

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*Sharing Electronic Resources in the NZ but not ordered from SDLC:  If your library is sharing a resource in the NZ but did not negotiate for that resource with SDLC, the POL will need to be attached to a provider-neutral record/OCLC record.  The electronic full text collection can be shared but the licenses and purchases orders cannot be maintained centrally and will need to be attached to this PNR record.  Please DO NOT use the Alma CZ Descriptive Record for that resource (See Catalog recommendations: Provider-Neutral Records & Use of Database-Level Records).  Acquisitions Task Force has information for attaching current POLs to records in the NZ: Acq FAQ . Example:  EBSCO Art Full Text is a shared resource that 8 libraries are sharing in the NZ.  Only two of those libraries negotiated the resource via SDLC.  All 8 libraries can continue to share the NZ resource but only 2 of those libraries will have consortial acquisitions attached to the e-collection.   The other 6 libraries will need to attach POLs to the OCLC/PNR record in the NZ.

Ordering an Opt-in electronic collection in the NZ.:  Description of the records in the NZ and which records can be ordered and which records remain suppressed.

Procedures for Model 2 and 3

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