Background
Shared e-Resources are currently maintained and updated in a shared SFX instance. Changes to shared e-resources include updates to coverage dates, journal IDs or URLs, adding missing portfolios and removing portfolios no longer included in the centrally managed e-resources.
Policy Statement
These are the best practices for maintaining and updating those e-resources that are currently activated in the NZ for centrally paid for or centrally negotiated by the Chancellor’s Office Systemwide Digital Library Content (SDLC). This includes the shared e-resources and e-book collections linked to the CZ. Often it is necessary to make local changes to linking and availability information for e-resources when the information from the community zone is either inaccurate or does not match local details. While this localization is sometimes required, always keep in mind that updates to the CZ information may come later, so be sure to look carefully at update notes when localized information is involved. Does not include shared Local Collections that can be set up in the NZ by libraries. Does not include e-book collections or local collections in the IZ (see Best Practices for Maintaining and Updating e-Book & Streaming Video). Most of these best practices would be used by the NZ e-resources administrator. 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
- List SDLC renewal schedule for shared e-resources.
- List coded memo dues dates and new subscriptions is enacted.
- ECC e-Resources will be completely set up and maintained by Chancellor’s Office.
- Includes vendors records, license records, ledger and funds.
- Shared acquisitions (will have separate policy for Shared Acquisitions).
- 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
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next 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. | ||
Rough Draft for Shared Resource policies and procedures |
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ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads |
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Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group. |
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| Final "live" Draft for Shared Resources is due |
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| ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date