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There are three models of e-resource acquisitions and management available for Alma:

  • 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, Troubleshooting, and Display Logic/GESModel 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

Related Policies

TitleDescriptionStatus
Tech Services: Provider-Neutral Records & Use of Database-Level RecordsRecommends 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

Supplemental Information

ERM Best Practices, Policies and Procedures OUTLINE (Jessica's notes.)

Policy and Procedure FORMAT

ERM Dates:

September 30th: Rough drafts for Policy, Procedures and Best Practices due

September 30th: Send to Tech Services Working Group Leads for feedback


October 5th: ERM Task Force meets to discuss feedback -send out to Tech Services

October 6th: Discuss rough drafts during Tech Services open forum


November 8th: ERM Task Force meeting to discuss feedback for policies and procedures


December 2nd: “Final” working drafts due

December 2nd: Send final drafts to Tech Services Working Group Leads for feedback

December 6th: ERM Task Force meets to discuss final drafts -send out to Tech Services

December 8th: Discuss final drafts during Tech Services Open Forum

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