Summary
When the same CZ portfolio is activated in both the IZ and the NZ, the IZ coverage statement appears in Primo VE and effectively overrides the NZ coverage statement.
If the IZ chooses to use the same CZ portfolio as the NZ to track perpetual coverage (post-cancellation access) or local holdings prior to a CDL purchase, the IZ portfolio must be made not available.
Steps in Alma
(optional) Leave closed IZ POL attached to electronic portfolio/collection. Add a Note indicating the perpetual/post cancellation access
Set the IZ electronic portfolio/collection to “Not Available”
Set Access Type to “Perpetual” at either the portfolio or collection level (General tab)
Enter Perpetual Date Information on Coverage tab
(optional) Add Note “Deactivated so it won't override the CDL coverage”
Example
How to find duplicate activations
Identifying eBooks and eJournals in an IZ that are also activated in NZ