(DRAFT) Electronic Resources Practices - Linking IZ orders to relevant CDL e-collections (MVP-001)

For new orders/recharges:

• CDL will determine the appropriate electronic collections bib records in the NZ to which participating UC campuses will attach POLs, licensing, etc.

• CDL will identify any appropriate notes/codes needed in POL recharges

• IZs will identify any appropriate notes/codes needed for CDL recharges with consideration for CDL’s record needs

Instructions

For migrating migrated (open, not closed or cancelled) orders/recharges:

1. Migrate as Other > Service

2. Post-migration: create a set that changes CDL recharges to Access Service to make it easier to know these are e-resources

3. Attach to appropriate the bib/resource record that CDL is using and add licensing information at point of renewal

Questions:

• Limitation of migrating from Voyager vs Millennium

  • Can IZs manipulate POL types pre- or post-migration?

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