Best Practice for activating a CZ portfolio in both NZ and IZ

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.

If the IZ chooses to display coverage in addition to the NZ coverage, it must use a different portfolio than the NZ.

Steps in Alma for displaying both IZ and NZ coverage

1. IZ must activate a portfolio that is different from the CZ portfolio in the NZ- this could be either a local portfolio or a CZ portfolio in a different electronic collection.

Steps in Alma for using the same CZ portfolio to track perpetual coverage

1. (optional) Leave closed IZ POL attached to electronic portfolio/collection. Add a Note indicating the perpetual/post cancellation access

2. Set the IZ electronic portfolio/collection to “Not Available”

3. Set Access Type to “Perpetual” at either the portfolio or collection level (General tab)

4. Enter Perpetual Date Information on Coverage tab

5. (optional) Add Note “Deactivated so it won't override the CDL coverage”

Example

Open

How to find duplicate activations

Identifying eBooks and eJournals in an IZ that are also activated in NZ