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
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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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 |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date