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Document status

DRAFT

Area coveredERM
Lead AuthorJessica Hartwigsen
Co-authors

Background

Maintaining Shared e-Resources

Policy Statement

These are the best practices for those e-Resources that are centrally paid for or centrally negotiated by the Chancellor’s Office.  This includes the shared e-resources and e-book collections linked to the CZ.  Does not include shared Local Collections that can be set up in the NZ by libraries and not centrally managed.  Does not include e-book collections or local collections in the IZ (see Best Practices for Maintaining and Updating e-Book & Streaming Video).  Includes some best practices regarding acquisitions and also creating local database-only records in the NZ.  Most of these best practices would be used by the NZ e-resources admin.  See instructions for Shared Acquisitions for Opt-in e-resources.   Acquisitions for ECC e-resources will be maintained by SDLC and NZ admin.


Best practice recommendation

  • Shared acquisitions (will have separate policy for Shared Acquisitions)

  • ECC e-Resources will be completely set up and maintained by Chancellor’s Office
  • Includes vendors records, license records, ledger and funds
  • Opt-in e-Resource set up in NZ but orders need to be done by local library -see instructions for Opt-in Acquisitions (need to be written up -will be part of Shared Acquisitions)
  • When deleting e-collection from NZ, Acquisitions needs to be informed (Steps for removing e-collection needed)


Procedures in Alma

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Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 

8/23/2016- ERM Task Force met to discuss ERM policy and procedures outline and assign a policy to a task force member. Jessica assigned the policy and procedures for shared resources in Alma.



Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  • Type your task here, using "@" to assign to a user and "//" to select a due date
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