Resources - Electronic
This section contains information on policies, workflows, how-to's, and configuration settings for electronic resources in the WRLC Alma environment. Information about shared WRLC electronic collections can also be found here.
- Resources -Electronic Policies
- CDI Best Practices and Recommendations
- Placement of Electronic Resources in Alma
- URLs in Alma Bibliographic Records
- Open Access Community Zone Collections in the NZ
- Resources - Electronic Workflows and How-To's
- How to activate Community Zone Collections
- How to create an Alma import profile
- How to set up automatic holdings for e-resources
- E-Resources Training Sessions 2021
- Shared Open Access E-Resource Collections Workflow
- Resources - Electronic Configuration
- Configuration of CDI Settings for Shared Electronic Collections
- Configuration of Shared Electronic Collections in the Network Zone
- Shared Electronic Collections
- Coordinated Collections Committee (CCC) Shared Cost Formula Philosophy
Resources -Electronic Policies
CDI Best Practices and Recommendations
CDI Defined
Central Discovery Index (CDI) is a database of citations gathered from a wide array of sources such as journal articles, e-books, legal documents and more. They are harvested from thousands of primary and secondary commercial publishers and aggregators, and from open-access repositories. CDI is also a relational database between citations rather than just an aggregated list of abstracts or citations. This enables linking features like those between a book review and the book in question or a book chapter and the entire book. By default, CDI will try to display results for material where the full text is available for your users based on your local subscriptions or subscriptions provided to members of the consortium.
Source: Section titled “Central Discovery Index (CDI). https://wiki.library.ucsf.edu/display/SILS/Primo+VE+Glossary
Required Role: CDI Operator
Components of CDI:
CDI Search activation status OR CDI Search activation status
● Active/Yes: If selected, the content will be searchable.
● Not Active/No: If selected but a collection has both active portfolios and inactive portfolios, only the active portfolios will show as View Online,
○ NOTE: Book Chapters (e.g., book chapters, encyclopedia entries, etc.,) from CDI will not show as View Online, even if the book is activated.
Recommendation: Select Active or Yes
We subscribe to only some titles in this collection
● Yes: CDI will try to match your active portfolios in Alma to records in CDI to show “View Online” on those.
● No: Everything from the collection (as identified in CDI) will show as Online.
Recommendation: Select as appropriate for your electronic collection.
Do not show as Full Text available in CDI even if active in Alma
● Checked: CDI content will not have a View Online link in Primo. Instead, it will show a “How to get it” link.
○ NOTE: This will affect book chapters in CDI as well.
Recommendation: Checkbox should be left unchecked
*Recommendations provided by the libraries in WRLC
**Source of information and definitions: Harvard Wiki: “CDI Management in Alma and interoperability with Primo”, created by Corinna Baksik.
Additional aspects to consider:
Duplicate results for e-books appearing in Primo (if using a blended search scope)
Scenario: Two results are being displayed in Primo for a single activation of a title.
Likely cause: A record from both Alma and CDI are being displayed.
● Mark the “do not show as full text” checkbox.
● Good practice to select “No” next to “CDI Search activation status”, so that unrequestable books do not appear in the results of an expanded search.
● CON: Book chapter-level results (dictionary entries, encyclopedia entries, etc.,) will no
● longer appear if “CDI Search activation status” is set to No.
Additional information:
● Available for CDI search activation:
● Provider coverage:
● Search Rights in CDI:
● Full Text Rights in CDI:
● CDI Type:
Definitions for each section can be located here.
Linking Methods
Primo supports the following linking methods, which are set at the collection level:
● OpenURL linking
● Link in Record
● Primo Link Template CDI collections
Source: CDI and Linking to Electronic Full Text document by ExLibris
Additional sources:
Single Activation with the Fully Flexible Setting (Ex Libris documentation: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/060_Alma_Single_Activation_Source_for_CDI/020Single_Activation_with_the_Fully_Flexible_Setting
CDI and Linking to Electronic Full Text:
Primo VE Release Notes page (Will include CDI updates): https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE
Single Activation for CDI in Alma - Overview:
Using the Central Discovery Index (CDI) in Alma:
Specialized Search Scopes for CDI (released March 2022):
Placement of Electronic Resources in Alma
Introduction
This policy establishes guidelines on where bibliographic records for electronic resources should be placed within the Ex Libris Alma architecture. This policy applies to all staff members of Washington Research Library Consortium (WRLC) institutions who work in Alma.
Background
When WRLC migrated to Alma in July 2018, most electronic resource records from Voyager and Sierra were placed in the Network Zone (NZ), which is the shared catalog. This immediately caused a problem because member institutions do not have access to electronic resources held by other member institutions. The only electronic resources that can be accessed by all libraries are those which were acquired as a consortium; these are managed by WRLC in the NZ. All other institution-specific electronic resources are not shared and therefore do not belong in the shared catalog. Furthermore, the presence of other institutions’ electronic resources confused patrons, who were frustrated or confused by not being able to access some ejournals, ebooks, and other electronic resources. At that time, it was not possible to limit the display of electronic resources in Primo VE by owning institution. Therefore, all institutions unlinked their records from the NZ so that they only resided in the proper Institution Zone (IZ).
During migration, electronic resources from Serials Solutions were activated in the Community Zone (CZ), which is a knowledge base of shared records for electronic resources that can be used by all Alma customers. Staff have also been activating electronic resources in the CZ since migration completed. These CZ records also go to the NZ, even though they are for non-shared electronic resources. It is not feasible for staff to unlink these records from the NZ (as they did with other migrated records) because that also breaks the link to the CZ.
Policy
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All bibliographic records for shared electronic resources acquired by WRLC must reside in the NZ.
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All bibliographic records for non-shared electronic resources acquired by individual institutions:
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Must reside in the IZ if that institution loads the records from a vendor, OCLC, or any source other than the CZ.
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May reside in the NZ if that institution has activated them in the CZ.
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These records may not be edited, merged, or overlaid in the NZ; instead, all changes must be made in the CZ.
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If an institution finds the CZ records to be low quality or inaccurate, the institution may create its own record in its IZ.
Approval
Approved by Electronic Resource Committee on 8/27/20.
Approved by Metadata Committee on 8/28/20.
URLs in Alma Bibliographic Records
Introduction
This policy establishes guidelines on the inclusion of institution-specific uniform resource locators (URLs) in bibliographic records for electronic resources within the Ex Libris Alma architecture. This policy applies to all staff members of Washington Research Library Consortium (WRLC) institutions who work in Alma.
Background
The MARC 856 subfield $u is the standard location in the bibliographic record for URLs. These URLs may provide direct access to an electronic resource or they may link to ancillary documentation, such as summary, table of contents, etc. Access URLs may be generic, or may be specific to a particular institution. Institution-specific access URLs are problematic.
Records containing institution-specific access URLs in the 856 $u field may be introduced to the shared catalog via migration or from other sources, including Community Zone records created or edited by vendors and by other Alma libraries, or from services such as OCLC. When these records are introduced to a different local catalog, the access URLs are not functional, creating confusion for users.
Ex Libris is working to address this problem on a global level. Individual libraries can fix their own records and try to avoid further problems. The Alma local equivalent for the 856 field is 957, which is not transferred to shared records. Institution-specific URLs in the 957 field are not problematic. Transferring the URL from the 856 to the 957 field resolves the problem.
Policy
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Institution-specific access URLs are not to be stored in the MARC 856 $u, but instead should be stored in the 957 $u or 856 $x.
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Generic URLs (of any type: access or table of contents, etc.) that apply to all institutions are allowed in 856 $u.
Approval
Approved by Electronic Resource Committee on 1/28/21.
Approved by Metadata Committee on 1/29/21.
Open Access Community Zone Collections in the NZ
A number of Open Access (OA) Community Zone (CZ) collections are activated and managed in the WRLC Network Zone (NZ).
The decision to manage the most popular OA CZ collections in the NZ was agreed upon by the E-Resources Committee, the Coordinated Collections Committee, and the Alma/Primo Advisory Committee in the 2021-2022 school year. This was done to ease the burden of maintenance for the individual schools. Like all e-collections in the Network Zone, access to the collection is distributed to members who want the collection to appear in their institution's Primo VE.
For a current list of OA CZ collections , please see the Shared Electronic Collections page (the value in the Access Type column equals Open Access).
Collections that are activated by 5 or more institution and that have an overall Brief Level over 6 are reviewed and added to the NZ once a year. For a full workflow on how new collections are approved, please see the Shared Open Access E-Resource Collections Workflow page.
Resources - Electronic Workflows and How-To's
How to activate Community Zone Collections
In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to users, it must first be activated. When activating from the Community Zone (CZ), the Collection or Portfolio is activated and then becomes a part of the Institution Zone (IZ) while still connected to the CZ for updates.
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Identify an Electronic Collection or an Electronic Portfolio in the CZ that you wish to activate.
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Click the “Activate” button. The Activation Wizard: Electronic Collection and Services Setup page appears.
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Enter the required information in the Activation Wizard: Electronic Collection and Services Setup page. The Activation Wizard allows you to configure settings for the Collection and/or Portfolio that are required for user access. The Ex Libris documentation should be consulted for the most current details of the Wizard. However, the Wizard is comprised of 4 main sections requiring input, some of which only appear for specific types of collections:
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Local Electronic Collection Information (All Collections) - basic localized information about the collection. If the collection is to appear for users, some input will be required:
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Public name - If you want to override the electronic collection name that is exposed to the public, enter a new name in this field.
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Library - select the library of which this collection is a part.
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Level URL - the unproxied access URL for the whole of the Electronic Collection
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Additional descriptive information - the bibliographic record that describes the Collection. This will automatically come from the CZ but can be overridden with a bibliographic record in the IZ.
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Mark Bib as suppressed - if checked, the collection-level bibliographic record will not appear. Uncheck if you wish for the collection to be visible to users.
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Electronic Collection Proxy Enabled - Select “Yes” if the Level URL should be proxied.
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Electronic Collection Proxy Selected - If “Yes” was selected for the Electronic Collection Proxy Enabled, select the appropriate pre-configured proxy.
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Full Text Service (Selective Packages only) - contains the services available for the Collection being activated. More than one service may be available.
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Activate this electronic collection service - this activates the relevant service for the Electronic Collection. This must be checked in order for the collection to be accessible for staff locally or for users through Primo.
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Make service available - this makes the activated service available for the Electronic Collection. In conjunction with Activate this Electronic Collection, both must be checked in order for the Collection to be visible to users in Primo. If the service is activated but unchecked, the Collection will not be available for users in Primo but will be activated for testing by staff in Alma.
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Automatically activate new portfolios - check if the Collection is an aggregator. Uncheck if only specific portfolios are to be activated.
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Full Text Service - Linking Parameters (Selective Packages only) - contains the parameters that are required for some full text services. Depending on your authentication method or the provider, client ID or Shibboleth parameters may be required for title-level linking.
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Full Text Service - Proxy setup
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Proxy enabled - if access requires proxy access, it should be enabled at the service level to cascade to all individual portfolios.
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Proxy selected - if the proxy is enabled above, select the appropriate pre-configured proxy
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Activation Type (Selective Packages only) - decide which activation type is appropriate for the collection
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Activate all - activates all portfolios then available in the CZ without selection. If the Collection is an aggregator, select this and ensure that Automatically activate new portfolios was selected earlier in the Wizard.
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Activate electronic collection and selected portfolios via Excel file upload - when this option is selected, the search for portfolios in the Community Zone is done using the ISSN or ISBN (from the Excel file)
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Manual activation - select the specific portfolios that should be activated from within the Alma web interface
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Activation Summary (All Collections) - this summarizes the service(s), portfolios, and total activations that will be carried out. The total activation count is the sum of the collection, service(s), and portfolios.
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To complete the Wizard, click “Activate”. Selecting Activate causes an Inventory Electronic Collection Activation/Deactivation job to run. The results of the activation job can be viewed by selecting Report from the row actions list on the Monitor Jobs page for the job that ran. This report identifies the validation policy that you selected and provides a link to the file that was analyzed, that is, the file that was selected for loading in the Activation Wizard when you selected the Activate electronic collection and selected portfolios via Excel file upload option.
Relevant Documentation
Last updated: 2/27/2020
How to create an Alma import profile
There are several types of import profiles in Alma. Different import profiles may be appropriate for different types of materials.
Creating a Repository Import Profile
Repository import profiles are the most common import profile type you will create in Alma. They can be used to load and update local electronic collections, and to load batches of records
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Go to Resources > Import > Manage Import Profiles
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A list of all import profiles you have access to will appear. In addition to those created for your institution, there are also import profiles that come from the Network Zone and the Community Zone.
- Click Add New Profile to add a new import profile
- The first page will ask you to choose a Profile Type. In this case, choose Repository.
- The next screen asks you to name the profile and give a description.
- Fill in the originating system (if no match is found use “other”).
- Choose the import protocol you will be using. In this case, we will choose Upload File/s. The other options are FTP and OAI.
- Physical source format for MARC records is Binary
- Source format is MARC21 Bibliographic
- If you know the file name pattern you can enter it, but this is more important for import profiles that use FTP.
- Be sure to uncheck Use Network Zone.
- Once you have completed all the necessary fields, click Next
- The next page asks if you’d like to correct or filter the data in any way. Generally these can be left blank or as is unless you wish to specify one of the rules below.
- If you have created an indication rule you would like to use to filter out certain records from your set, you can add it using the Filter drop-down.
- If you’d like to correct your data using a normalization rule you’ve created, you can choose that here as well.
- Finally, if you have a specific validation profile you’d like to see used, you can also choose that here. Generally MarcXML Bib Import is fine.
- Click next when completed.
- The next page asks you to detail your match profile for records. This is important because it eliminates duplicates.
- Under Match Profile choose whether or not you will be importing mixed serial or non-serial items. Generally the answer to this is No.
- Choose the Match Method, generally 035 (Other System Identifier), then enter the system identifier prefix (such as OCoLC).
- Under Match Actions
- Choose whether you would like to handle problems with matches manually or automatically.
- Choose how you would like records handled upon a match being found. Generally Do Not Import or Merge are preferable.
- Check the box to match the record only with the same inventory
- Choose a merge method, if using Merge. Note: If this is a Network Zone import profile, always choose the Consortium NZ Overlay all fields but local...rule
- Keep all other options blank.
- Under Automatic Multi-Match Handling
- Check Prefer record with the same inventory type (electronic/physical)
- Check Skip and do not import unresolved records
- Under Handle Record Redirection
- Choose Delete under canceled record
- Choose Merge Method overlay all fields but local
- Under No Match, choose Import.
- Click Next
- On the Set Management Tags page, you can choose whether or not you would like to publish to OCLC or suppress records from discovery. Leave these as is. Click Next.
- In the Set Management Tags section, leave all conditions at default. Click Next.
- On the Inventory Information page you will choose the type of information you are dealing with and where the records should go
- Under Inventory Operations choose the type of records you will be importing. It is generally considered a best practice to choose either Electronic or Physical rather than Mixed. The type of inventory you choose will determine the mapping that appears below.
- For electronic inventory
- Choose whether or not the portfolio is standalone or part of an electronic collection.
- Choose the corresponding electronic collection. Service is generally Full Text.
- Choose the appropriate Material Type.
- Choose whether you are importing a single record or multiple. Multiple is more common.
- Under Extract portfolio information from field, choose the MARC field where the URL information is stored in the bib record. Generally this is the 856 field.
- Add the subfield. The information is contained in the Extract access URL from subfield. This is usually $u or $x.
- Add any authentication notes necessary
- Choose a default library and check Activate resource.
- Click Save. Your import profile should now be ready to run. It is recommended to test the profile using a small number of records before running it on a large batch.
EOD Import Profiles
Embedded Order Data (EOD) profiles allow you to import records with order data which is used to create attached PO lines. Sometimes, these are overlaid by full records at a later point.
- Creating an EOD Import Profile follows the Repository Import Profile creation until Inventory information is entered. There is an additional tab for PO line information, and a section for fund mapping on the Mapping tab on an EOD profile that need to be completed before it can be run.
- On the PO line information tab
- Choose the PO line type
- Fill in the vendor (or vendors) and the vendor account (Note: the vendor account must be in your list of vendors in Alma)
- Choose the currency, and the acquisition method (usually purchase or purchase at vendor system)
- Under EOD mapping fill in the fields in which the order information is stored in the MARC record. This information can usually be found or established in vendor documentation.
- Choose the default PO line owner library, and choose to Map the owner.
- If necessary, go to the mapping tab and map. You must use the existing fund code from Alma and ensure it matches the fund code from the vendor EOD profile.
- Funds can also be added at the point of invoicing, if necessary.
- Click save when completed.
Update Inventory Import Profiles
When EOD information is added, or if you are overlaying or merging records with new ones, you can use an Update Inventory Import Profile.
- Follow the instructions for Profile details for Repository and Normalization and Validation. You may choose to remove Vendor data at this time since the order record has already been created.
- In the Match Profile tab
- If choosing to merge, use the Consortium NZ Overlay all fields but local...merge method.
- Disable Merge and Combine
Pay special attention to the match profile to ensure the match method is correct. In most cases you will be matching by PO line, but 035 (other system number) is also a reliable match-point for overlays or merges that are not for EOD records.
- Under Match Actions choose whether you’d like to merge or overlay the records.
- Under Automatic Multi-Match Handling check Prefer record with the same inventory type (electronic/physical)
- Under Merge Records and Combine Inventory for Multi-Match
- In the Mapping Tab
- Choose the fields from the incoming records to map. Location fields, number of items, and material type are the most important.
- Under Holdings Record Mapping check update holdings call number
- Leave Receive item unchecked.
- Under the PO Line Information tab be sure to enter the vendor reference number field and subfield if you are matching by PO line.
- The mapping tab may be left blank.
- Save the import profile.
Manually Running an Import Profile
- Prepare your records for import using MarcEdit or a similar program. Ensure the mapped fields and subfields in the import profile match the fields in the records.
- Navigate to Resources > Import > Manage Import profiles. Select Run under the row actions list (...), then select file to upload your record file.
- Once the records are uploaded click Run.
- The job will run and you will be able to view the results and resolve any errors.
Setting up an Import Profile via FTP
Marymount has two import profiles set up using FTP. One is for GOBI and the other is for Ingram. The instructions will detail general set-up of FTP import profiles, as well as specifics for the GOBI and Ingram profiles at Marymount.
Basic Set-up
- Choose the appropriate import profile type (EOD, repository, overlay, etc.)
- On the Profile Details tab
- Uncheck Use Network Zone
- Create a profile name and add a description, if desired.
- Choose the originating system (if no system is listed, choose Other)
- Enter the file name patterns.
- You can find the file name patterns by opening the file from the FTP server and looking at the file. Use the * as a wildcard, and add in the file extension. For example: *.mrc for MARC records for *.ord for order records.
- Import protocol will be FTP
- Choose the appropriate physical source format (usually binary), the appropriate encoding format (usually UTF-8), the source format should be MARC21 Bibliographic. You do not need to set the status as active yet.
- Under scheduling
- Choose which files you would like to import (generally New)
- Decide when you would like to schedule the job to run. Note: Keep the scheduler status inactive until you have tested the profile.
- Under FTP information
- Create a description for the FTP server
- Enter the server name, the port used (21 or 22), and the username and password.
- Designate the input directory
- You can leave the Max number of files and Max file size as the default of 1 and 1MB, respectively.
- Choose FTP server secured if the server is secure (not necessary)
- Test the connection. If you see files available and the get a message that the connection is successful, you can continue creating the import profile.
Relevant Documentation
Last updated 2/27/2020
How to set up automatic holdings for e-resources
Introduction
Alma has a feature that allows e-resource providers to set a library’s ebook, ejournal, and database holdings in the Institution Zone (IZ) on behalf of that library and update them on a regular basis. This eliminates the need for manual activation/deactivation and setting date thresholds. There are currently four participating providers: Elsevier, Ovid, ProQuest, and Springer. Review the considerations to determine whether the advantages outweigh the disadvantages for your library.
Workflow
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Communicate with the provider. Some providers allow you to obtain all the necessary information from their administration site, while others may require you to send them instructions to set up this feature.
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Elsevier: create an institution token in the Elsevier admin tool
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Ovid: contact Ovid to request your user name, password, and Ovid group
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ProQuest: submit a support case to ask for automated holdings
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Springer: create an institution token in the administrative site
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Activate Community Zone (CZ) collections. The provider will activate individual titles from these electronic collections, which will result in the bibliographic records and electronic portfolios for your e-resources being copied from the CZ to your IZ.
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Elsevier ScienceDirect Books Complete
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Elsevier ScienceDirect Journals Complete
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Books@Ovid Subscription Complete
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Books@Ovid Purchase Complete
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Journals@Ovid Complete
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Ebook Central Perpetual and DDA Titles
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SpringerLink Journals - AutoHoldings
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SpringerLink Books - AutoHoldings
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Elsevier
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Ovid
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ProQuest
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Springer
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Create integration profiles. Within Alma Configuration, you need to create a separate integration profile for each provider. The process for creating these profiles is the same for every provider:
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Select a provider
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Enter account information (obtained in step 1)
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Schedule the updates
Considerations
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Advantages
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No manual intervention. This can save a lot of staff time, especially when there are few staff members dealing with e-resources or the library has a large number of holdings.
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Accurate and detailed holdings
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Theoretically, the provider has the most current list of your entitlements, so you do not need to figure out all of your holdings.
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The provider enters date thresholds by the month, year, and sometimes volumes, whereas library staff often only enter the year.
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Frequent updates
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The jobs can be run weekly, so necessary changes are made right away, instead of waiting for staff to get around to it.
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Disadvantages
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Varying degrees of quality in CZ records
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Some are thorough and some are incomplete
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Occasionally the records in CZ describe print instead of online.
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A small percentage of records have incorrect metadata like OCLC number and ISSN.
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Varying degrees of quality in CZ metadata
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Some of the electronic collections do not contain all of a provider’s titles
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There may not be records/portfolios for journal title changes
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ProQuest purchase order lines. ProQuest is the only provider that also creates PO lines (POLs) for every title it activates.
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Duplicate existing orders
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When the job runs for the first time, ProQuest will create a POL for every title you have ever purchased, even if there already exists a POL for that purchase.
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Not much acquisitions data
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The POLs do not contain fund or price information, so they will need to be manually edited
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Relevant Documentation
Last updated 2/27/2020
E-Resources Training Sessions 2021
Session 1 | E-Resources Basics
Session 2 | Advanced E-Resources
Session 3 | E-Resources and Acquisitions
Session 4 | Usage Statistics
Shared Open Access E-Resource Collections Workflow
Involved Parties: CCC APAC NZ Manager ERC
NEW RESOURCES
Requests from any library for new open access electronic resources to be added to Primo should be directed to Coordinated Collections Committee (CCC).
- For each requested resource, CCC gathers input on which libraries are interested in opting in (“participating libraries”) and communicates in/out decisions to Alma/Primo Advisory Committee (APAC). Report should include resource name, URL, brief description, and decisions of all WRLC members (IZ level - need 14 responses).
- If only one library is interested in a particular OA resource, activation of this resource should be directed back to the appropriate IZ. (See Regular Review section for potential future reevaluation.) If more than one library is interested, APAC directs the E-Resource Committee (ERC) to investigate.
- Network Zone Manager checks on availability in the Alma Community Zone (CZ) and evaluates the catalog record quality and provides a brief report to ERC. Report should include: resource name, URL, brief description, participating libraries, CZ record number. ERC prepares a response with approval to move forward or, if not, itemizes specific reservations that need to be addressed.
- APAC reviews ERC response and makes a decision either to move forward or to wait for discussion of reservations. APAC directs NZ Manager to proceed with activation.
- NZ Manager activates the collection in the NZ, with configuration set for the participating libraries. NZ Manager tests access on behalf of participating IZs. NZ Manager configures SUSHI collection (if applicable) and provides access to usage statistics to participating libraries. NZ Manager notifies APAC when completed.
- APAC notifies CCC and ERC of successful activation.
- CCC publicizes new shared OA collections at home libraries and in WRLC Newsletter. CCC maintains list on WRLC Intranet of all shared OA collections that have been added. See Regular Review section.
REGULAR REVIEW
Each year, ERC prepares list of OA resources that are already activated in each IZ. Those with more than 4 libraries and with an overall Brief Level over 6 are prioritized and then submitted into the new resource workflow for reactivation as NZ resources.
Each year, CCC examines current shared OA list and offers libraries the opportunity to reevaluate decisions on opt-in or opt-out.
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Any requests for changes are communicated to APAC.
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APAC directs NZ Manager to make appropriate changes.
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NZ Manager makes changes and communicates completion to APAC.
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APAC notifies CCC and ERC.
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CCC revises shared OA list.
Resources - Electronic Configuration
Configuration of CDI Settings for Shared Electronic Collections
CDI settings for electronic collections in the Network Zone are individually configured for each Institution Zone that has access to a specific collection.
CDI Inheritance Parameter
In order for each IZ to inherit the configured CDI settings for NZ shared e-collections, the cdi_consortia_inheritance parameter must be set to Y (for Yes) in the Configuration > Resources > General > Other Settings page.
Notes on CDI
- Full-text activation in Alma consists of two parts : link resolver/link in record for full-text access, and search in CDI (flagged as full-text available)
- All full text collections that are active in Alma will be searchable by default, regardless of what their search activation status is
- You can have search in CDI without full-text links, but you cannot have full-text links without search in CDI unless you suppress it from being flagged as available in CDI
- If a collection is activated for a specific group of IZs, then CDI search is automatically active as well, even if the settings for CDI search activation status are set to No or None
- Full-text suppress means the full-text links (either linkresolver or link-in-record) are activated, but search in CDI is not active, because the resource is suppressed from being flagged as available in CDI.
- Do not show as full-text available in CDI even if active in Alma is the full-text suppress setting
- Can be used only if set on the same level (i.e. for the same groups) as the full-text activation
- This setting is recommended for e-books in order to cut down on duplicate e-book records
- It is recommended to set the We subscribe to only some titles in this collection to Yes for collections with Linkresolver full-text linking; this reduces errors in CDI linking
- CDI-only full text activation appears when Available for CDI search is set to Yes and the full-text linking is Link in Record. For use when your collection is inactive in Alma, you have the option to mark it as "Available Online" only in CDI. (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/060_Alma_Single_Activation_Source_for_CDI/020Single_Activation_with_the_Fully_Flexible_Setting#The_.E2.80.9CCDI-only_full_text_activation.E2.80.9D_Option)
Resources
- Single Activation with the Fully Flexible Setting
- Single Activation with the Fully Flexible Setting - Consortia
- CDI - Setting CDI Attributes (ODIN)
Current WRLC NZ settings
Collections with Book or Journal linking level and Linkresolver
CDI Tab : for each IZ listed in the Group Settings tab for this particular collection, the settings should be as follows
- CDI Search Activation Status = Active (this setting actually doesn't matter because all full text collections that are active in Alma will be searchable by default, regardless of what their search activation status is)
- We subscribe to only some titles in this collection = Yes
- Do not show as full-text available in CDI even if active in Alma = Check for Yes
Collections with Book or Journal and Link in record
CDI Tab : for each IZ listed in the Group Settings tab for this particular collection, the settings should be as follows
- CDI Search Activation Status = Active (this setting actually doesn't matter because all full text collections that are active in Alma will be searchable by default, regardless of what their search activation status is)
- CDI-only full text activation = Do not check
- We subscribe to only some titles in this collection = No
- Do not show as full-text available in CDI even if active in Alma = Check for Yes
Collections with Article or Issue linking level and Linkresolver
CDI Tab : for each IZ listed in the Group Settings tab for this particular collection, the settings should be as follows
- CDI Search Activation Status = Active (this setting actually doesn't matter because all full text collections that are active in Alma will be searchable by default, regardless of what their search activation status is)
- We subscribe to only some titles in this collection = Yes
- Do not show as full-text available in CDI even if active in Alma = Do not check
Collections with Article or Issue linking level and Link in record
CDI Tab : for each IZ listed in the Group Settings tab for this particular collection, the settings should be as follows
- CDI Search Activation Status = Active (this setting actually doesn't matter because all full text collections that are active in Alma will be searchable by default, regardless of what their search activation status is)
- CDI-only full text activation = Do not check
- We subscribe to only some titles in this collection = No
- Do not show as full-text available in CDI even if active in Alma = Do not check
Database Collections with Link in Record
CDI Tab : for each IZ listed in the Group Settings tab for this particular collection, the settings should be as follows
- CDI Search Activation Status = Active (this setting actually doesn't matter because all full text collections that are active in Alma will be searchable by default, regardless of what their search activation status is)
- CDI-only full text activation = Do not check
- Do not show as full-text available in CDI even if active in Alma = Do not check
Configuration of Shared Electronic Collections in the Network Zone
A number of electronic collections are managed by the WRLC Consortial Network Zone Manager in Alma's Network Zone; for a full list, see the Shared Electronic Collections page on the WRLC Wiki, and the WRLC Shared E-Resources Collections report on the WRLC Intranet.
These collections are a little different than electronic collections in an Institution Zone, for the following reasons:
1. All bibliographic records and electronic portfolios exist in the Network Zone. You can search for the shared electronic collections and shared electronic portfolios in Alma by doing a Network Zone search. All shared collections have "(WRLC)" in the collection name.
2. Access to the collections is given to specific Institution Zones. This is configured for each shared collection in the Network Zone under a special tab called Group Settings.
3. There are two available Proxy settings for Institution Zone access to shared electronic collections:
- No Proxy
- Use the configured Default Proxy settings; this is configured in each IZ under Configuration > General > External Systems > Integration Profiles. The code for the Integration Profile is PROXY_DEFAULT.
Electronic Collections in the Network Zone CANNOT use any other proxy integration profile that is NOT the default proxy integration profile.
4. CDI settings for electronic collections in the Network Zone are individually configured for each IZ that has access to a specific collection. For more information about the CDI settings used for NZ e-collections, please see the Configuration of CDI Settings for Shared Electronic Collections page.
Shared Electronic Collections
Below is a list of current shared electronic collections that are kept and managed in the WRLC Network Zone. The table is updated as new collections are added. You can find links to the original Google Sheet (as well as Google Sheets for previous years) on the left-hand side of this page. Please note that only the Google Sheet lists the number of portfolios in each e-collection.
To see a current list of shared e-collections along with the number of active portfolios, please see the WRLC Shared E-Collections report on the WRLC Intranet.
If you have any questions regarding paid subscription packages, please contact the WRLC Coordinated Collections Committee. If you have any questions regarding open access collections and/or Institution Zone access, please open a ticket in the WRLC Service Desk (or email servicedesk@wrlc.org).
Collection Name |
Subscription Package |
Managed via | Access Type | Acquisitions Profile | Availability |
De Gruyter Columbia University Press Complete eBook-Package 2023 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Columbia University Press Complete eBook-Package 2024 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Columbia University Press Complete eBook-Package 2025 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Columbia University Press eBook Package Backlist 2000-2013 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Duke University Press Complete eBook-Package 2023 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Duke University Press Complete eBook-Package 2024 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Duke University Press Complete eBook-Package 2025 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Duke University Press eBook Package Backlist 2000-2013 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Harvard University Press Complete eBook-Package 2023 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Harvard University Press Complete eBook-Package 2024 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Harvard University Press Complete eBook-Package 2025 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Harvard University Press eBook Package Backlist 2000-2013 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter New York University Press Backlist 2000-2013 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter New York University Press Complete eBook-Package 2023 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter New York University Press Complete eBook-Package 2024 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter New York University Press Complete eBook-Package 2025 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Princeton University Press Complete eBook-Package 2023 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Princeton University Press Complete eBook-Package 2024 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Princeton University Press Complete eBook-Package 2025 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Princeton University Press eBook-Package Backlist 2000-2013 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Print Title Collection (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to titles WRLC owns in print | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Yale University Press Backlist eBook-Package 2000-2013 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Yale University Press Complete eBook-Package 2023 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Yale University Press Complete eBook-Package 2024 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
De Gruyter Yale University Press Complete eBook-Package 2025 (WRLC) | De Gruyter | Community Zone | WRLC Subscription | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
E-book Central Complete (WRLC) (Ebook Central Perpetual, DDA and Subscription Titles) | Proquest EBook Central | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
JSTOR (WRLC) | JSTOR | Community Zone | WRLC Subscription | DDA - Access to titles published 2009 or after with a price cap of $175 (list price) ; EBA - Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GML; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR |
Marcive Documents without Shelves (WRLC) | MARCive | Import Profile | WRLC Subscription | Access to all electronic resources not duplicated in the U.S. Government Documents Electronic (WRLC) collection | AMU; AMULAW; CAA; CUALAW; GML; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Oxford Scholarship Online Complete (WRLC) (Oxford Scholarship Online Complete) | Oxford Scholarship Online | Import Profile | WRLC Subscription | Access to frontlist titles published 2016 or after | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science 2005 (WRLC) (Springer Behavioral Science eBooks 2005 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science 2013 (WRLC) (Springer Behavioral Science eBooks 2013 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science 2014 (WRLC) (Springer Behavioral Science eBooks 2014 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science 2015 (WRLC) (Springer Behavioral Science eBooks 2015 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2016 (WRLC) (Springer Behavioral Science and Psychology eBooks 2016 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2017 (WRLC) (Springer Behavioral Science and Psychology eBooks 2017 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2018 (WRLC) (Springer Behavioral Science and Psychology eBooks 2018 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2019 (WRLC) (Springer Behavioral Science and Psychology eBooks 2019 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2020 (WRLC) (Springer Behavioral Science and Psychology eBooks 2020 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2021 (WRLC) (Springer Behavioral Science and Psychology eBooks 2021 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2022 (WRLC) (Springer Behavioral Science and Psychology eBooks 2022 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2023 (WRLC) (Springer Behavioral Science and Psychology eBooks 2023 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2024 (WRLC) (Springer Behavioral Science and Psychology eBooks 2024 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
Springer Behavioral Science and Psychology 2025 (WRLC) (Springer Behavioral Science and Psychology eBooks 2025 English/International) | Springer Nature | Community Zone | WRLC Subscription | Access to all in collection | AMU*; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
U.S. Government Documents Electronic (WRLC) (U.S. Government Documents Electronic (WRLC)) | MARC records available via WRLC's OCLC Cataloging subscription | Import Profile | Open Access (MARC records available via WRLC's OCLC Cataloging subscription) | Access to all in collection | AMU; AMULAW; CAA; CUALAW; GML; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW |
African Journals Online (Open Access) (WRLC) (African Journals Online (Open Access)) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; DOC; GML; GUNIV; GUNIVLAW; MAR | |
arXiv.org (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; GML; GUNIVLAW; GWA; MAR | |
Bloomsbury Open Access (WRLC) (Bloomsbury Open Access) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GUNIV; GWA; HOW; MAR | |
BMJ Open Access Journals (WRLC) (BMJ Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GUNIV; GWA; HOW; MAR | |
Brillonline Open Access Books (WRLC) (Brillonline Open Access Books) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GML; GUNIV; GWA; MAR | |
Brillonline Open Access Journals (WRLC) (Brillonline Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GML; GUNIV; GWA; MAR | |
British History Online (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GUNIV; GWA; MAR | |
Cambridge Open Access Books and Elements (WRLC) (Cambridge Open Access Books and Elements) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; CUALAW; GAL; GUNIV; GWA; MAR | |
Cell Press Free Archives (WRLC) (Cell Press Free Archives) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GAL; GML; GUNIV; MAR | |
Chronicling America: Historic American newspapers (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; GML; GUNIVLAW; GUNIV; GWA; MAR | |
CLOCKSS (WRLC) (CLOCKSS) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GML; GUNIV; GUNIVLAW; GWA; MAR | |
DOAJ Directory of Open Access Journals (WRLC) (DOAJ Directory of Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GUNIV; GWA; GWAHLTH; HOW; MAR | |
Erudit Open Access Journals (WRLC) (Erudit Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GML; GUNIV; GWA | |
INACTIVE DOAB Directory of Open Access Books (WRLC) (DOAB Directory of Open Access Books) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GWA; GWALAW; MAR | |
IEEE Xplore Open Access Journals (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GAL; GMU; GWA; MAR | |
Institute of Physics Open Access Journal Titles (WRLC) (Institute of Physics Open Access Journal Titles) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GUNIV; MAR | |
International Monetary Fund eLibrary (WRLC) (International Monetary Fund eLibrary) | Community Zone | Open Access | Access to all in collection | AMU; GML; GUNIV; GUNIVLAW; GWA; MAR | |
JSTOR Open Access (WRLC) (JSTOR Books Open Access) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; DOC; GAL; GML; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR | |
Karger Open Access Journals (WRLC) (Karger Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; GAL; GML; GUNIV; MAR | |
Knowledge Unlatched Pilot Collection (WRLC) (Knowledge Unlatched Pilot Collection) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GAL; GML; GUNIV | |
Knowledge Unlatched Round 2 (WRLC) (Knowledge Unlatched Round 2) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GAL; GML; GUNIV | |
LibreTexts Books (WRLC) (LibreTexts Books) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; CUALAW; DOC; DOCLAW; GAL; GML; GUNIV; GUNIVLAW; GWA; GWAHLTH; GWALAW; HOW; MAR | |
Mary Ann Liebert Online - Open Access (WRLC) (Mary Ann Liebert Online - Open Access) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GML; GUNIV; GWA; MAR | |
Nature Free (WRLC) (Nature Free) | Community Zone | Open Access | Access to all in collection | AMU; CAA; DOC; GAL; GUNIV; GWAHLTH; MAR | |
Open Textbook Library (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; DOC; GAL; GUNIV; GWA; GWAHLTH; HOW | |
Oxford Journals Open Access Collection (WRLC) (Oxford Journals Open Access Collection) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GUNIV; MAR | |
Project Euclid Open Access Journals (WRLC) (Project Euclid Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; CAA; DOC; GUNIV; MAR | |
Project Gutenberg Online Catalog (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; MAR | |
Project MUSE Open Access Books (WRLC) (Project MUSE Open Access Books) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; DOC; GAL; GML; GUNIV; GUNIVLAW; GWA; GWALAW; MAR | |
Public Library of Science (PLoS) Journals Open Access (WRLC) (Public Library of Science (PLoS) Journals Open Access) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; DOC; GAL; GML; GUNIV; GWAHLTH; MAR | |
PubMed Central (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; DOC; GAL; GML; GUNIV; GUNIVLAW; GWA; GWAHLTH; HOW; MAR | |
PubMed Central Open Access (WRLC) (PubMed Central Open Access) | Community Zone | Open Access | Access to all in collection | AMU; GAL; GML; GUNIV; MAR | |
Royal Society Open Access Journals (WRLC) (Royal Society Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GML; GUNIV; GWAHLTH; MAR | |
Sage Journals Open Access Journals (WRLC) (Sage Journals Open Access Journals) | Community Zone | Open Access | Access to all in collection | AMU; CAA; DOC; GAL; GML; GUNIV; GWAHLTH | |
Springer Nature OA Free Journals (WRLC) (Springer Nature OA Free Journals) | Community Zone | Open Access | Access to all in collection | AMU; CAA; DOC; GAL; GML; GUNIV; GWA; GWAHLTH; MAR | |
SpringerLink Open Access eBooks (WRLC) (SpringerLink Open Access eBooks) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; DOC; GAL; GML; GUNIV; MAR | |
Taylor & Francis eBooks Open Access (WRLC) (Taylor & Francis eBooks Open Access) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; GAL; GML; GUNIV; GWAHLTH; MAR | |
Taylor & Francis Open Access (WRLC) (Taylor & Francis Open Access) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GAL; GML; GUNIV; GWAHLTH | |
Walter De Gruyter: Open Access eBooks (WRLC) (Walter De Gruyter: Open Access eBooks) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; CAA; GAL; GUNIV; GWAHLTH; MAR | |
Wiley Online Library Open Access (WRLC) (Wiley Online Library Open Access) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; DOC; GAL; GML; GUNIV; GWA; GWAHLTH; HOW; MAR | |
World Development Indicators (WDI) (WRLC) | Community Zone | Open Access | Access to all in collection | AMU; AMULAW; GML; GWAHLTH; GWA; MAR | |
World Scientific Open (WRLC) (World Scientific Open) | Community Zone | Open Access | Access to all in collection | AMU; CAA; GAL; GML; GUNIV; GWA; MAR |
* Not listed in the "Available For" list in Alma (i.e. not given access to collection through the Network Zone) because all titles are already activated in their Institution Zone
Coordinated Collections Committee (CCC) Shared Cost Formula Philosophy
Trying to be fair to both small and large institutions alike, our shared cost formula considers both potential users and actual usage.
Pay-to-Play (potential users)
Every institution should pay something for the privilege of offering a resource to its patrons. This pay-to-play amount is the ante that gets you in the game or the cover charge you pay to gain entry just to sit at the table.
All institutions pay the same amount for each potential user. The potential users figure comes from institutional FTE. Larger institutions will have larger pay-to-play contributions because they have more potential users.
In an attempt to avoid sudden jumps (or drops), we use an average of the most recent three years, and we recalculate the average FTE at each new contract.
Consumption (actual usage)
Institutions that use a resource more heavily should pay a larger share when compared to those institutions that do not use the resource much. This usage amount is your bill for what you have consumed. Institutions with heavier usage will have a larger total consumption contribution because they have used the resource more.
After three years, the usage figure comes entirely from the specific resource in question (and we can use the average of fewer than three years, if necessary), but for the initial year when there is no usage history whatsoever, we need to find an appropriate surrogate. This could be a similar resource package (e.g., ebooks to ebooks, regardless of provider). We just need to be sure that the participating institutions match up (e.g., an allocation split that excludes VIVA members cannot be used as a surrogate for a new resource that includes VIVA members).
For ebooks, usage means Book & Chapter Downloads. We need each institution’s usage figures and then the total. From these figures, we calculate the percentage of total downloads for each institution.
Calculating Institution Contributions
We need to determine an FTE multiplier: how much each institution should pay per potential user. We want to keep the total pay-to-play cost reasonable for all institutions, large and small. The percentage of total cost charged to pay-to-play should not be excessive (e.g., no institution should be paying 90% of its total share just for the privilege of offering a resource to its potential users).
Once we have established how much of the total cost will be recouped through pay-to-play, the remaining cost is allocated based on the percentage of total downloads figure.
A Fictitious Example
Total resource cost for all participants is $100,000.00. This is what is on the invoice.
Each institution contributes $0.35 for each potential user.
Combined pay-to-play contributions cover $14,000.00 of the $100,000.00 total resource cost (i.e., 14% of the total invoice), leaving $86,000.00 to be divided by usage percentages (% of downloads x $86,000.00).
Institution |
FTE |
Downloads |
% of Downloads |
Multiplier |
Pay-to-Play Contribution |
Usage Contribution |
Total Contribution |
Pay-to-Play % of Total |
Blue |
3,000 |
1,000 |
2.5% |
.35 |
$1,050 |
$2,150 |
$3,200 |
33% |
Red |
7,000 |
11,000 |
27.5% |
.35 |
$2,450 |
$23,650 |
$26,100 |
9% |
Yellow |
30,000 |
28,000 |
70% |
.35 |
$10,500 |
$60,200 |
$70,700 |
14% |
TOTAL |
40,000 |
40,000 |
100% |
$14,000 |
$86,000 |
$100,000 |
Looking at the total line, on average, each potential user had 1 download. But the institutional figures show how this varies from the average.
Blue is a small FTE institution which also has low usage (1 download for every 3 potential users). A greater portion of its total contribution comes from pay-to-play, but this is still only 33%.
Red is a medium-sized FTE institution but has higher than average usage (11 downloads for every 7 potential users). It has a low pay-to-play percentage (9%), and a large percentage of its total contribution comes from usage.
Yellow is a large FTE institution with a commensurately high volume of usage (28 downloads for every 30 potential users). This usage accounts for its significantly larger total contribution.
Obviously, with a greater number of participating institutions, the total cost of the resource is shared around more.
The highlighted figures are what must be known before proceeding. Everything else is automatically calculated.
-Michael Fitzgerald, December 6, 2023