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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)

Jessica Hartwigsen

 

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

 



ERM Task Force meet to discuss rough draft of policies and see if there is any feedback from the Working Group Leads


 



Send rough drafts of policies to Tech Services-discuss policies in Open Forum. Ask for feedback from working group.


 



Final "live" Draft for Shared Resources is due

 



ERM Task Force meet to discuss final drafts of polices and see if any feedback from the Working Group Leads

 




Tasks to be completed

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