Documentation and References

Electronic Resource Management Glossary of Terms

Acquisitions Terms

Purchase Order Line:  

  • Canceling a PO Line: Usually this option this is use when there is an error during the POL processing.

  • Closing a PO Line: Is used to indicate that the purchase was completed. POL’s that can be closed are “One-time PO Lines that have been sent” and “Continuous PO Lines waiting for renewal”

  • Reopening PO Line: If a POL is closed accidently or the status changes to "In Review" the POL can be reopened.

  • Relinking PO Line: Is used when a POL needs to be linked to a different record or collection.

NZ Negotiated Licenses: These are the negotiated licenses available in the NZ for ECC and Opt-in e-resources. The licenses contain the cost per library for the subscriptions to Opt-in resources as well as provide access to PDF copies of the signed agreements and spreadsheets of the title lists. 

Purchase Order Line (POL): The PO line is the management unit of the order. This is the order form used to order physical and electronic items as well as subscriptions, ongoing as well as one-time orders. More information about each field of the POL are defined by the Alma documentation.  

CDI/Discovery Terms

Central Discovery Index (CDI):  The Central Discovery Index (CDI) is a searchable database of citations collected from scholarly e-resources including 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 maintained in the Alma Collections, in the CDI tab under Edit Collection. 

Global Title Index (GTI) - Index of records from institutions that are Rapido members. When selecting the global index, you are actually searching in the Discovery Rapido Global Title Index + CDI. 

PrimoVE: Known as OneSearch in the CSU, it is the front-end public facing interface to discover your holdings (print, electronic, images) from Alma (OCLC, vendor, CZ records), from external sources such as ScholarWorks, and from Central Discovery Index (CDI).  Each CSU has its own Alma, PrimoVE and CDI to reflect its particular content; and we have the Network Zone to reflect our shared content. PrimoVE is updated with data from Alma every 6 hrs. 

Collection Development Terms

Consortia Manager: An electronic resource management (ERM) system designed for library consortia, streamlining the management of electronic subscriptions, renewals, and related data, offering a centralized platform for consortiums to manage their electronic resources.  SDLC uses Consortia Manager  to efficiently manage and communicate information about systemwide shared electronic resources subscriptions.

Council of Library Deans (COLD) - The Council of Library Deans membership is comprised of the deans of the 23 CSU campus libraries.  COLD develops strategic plans for systemwide library initiatives and programs, and, in partnership with the Chancellor’s Office, manage any systemwide central budget allocations for CSU libraries 

Electronic Core Collection (ECC) : is a portfolio of core library educational e-resources acquired by Systemwide Digital Library Content (SDLC) on behalf of all CSU campuses and is funded by the Chancellor’s Office. Campuses do not contribute any of their own funds to the purchase of ECC e-resources.  Access for these resources are managed in the Network Zone in Alma. 

Opt-in Collections: These are the resources that are negotiated and maintained by the CSU Chancellor’s Office. These central resources are managed in the NZ in Alma. 

The Systemwide Digital Library Content (SDLC): The Chancellor's Office team manages the contracting of electronic information resources in support of the CSU’s academic mission.

Systemwide Digital Library Services (SDLS): The Chancellor's Office team that ​oversees the adoption, development, implementation and support of systemwide library information systems aimed at providing improved management of, and greater access to, the collections and services of the CSU Libraries.

Shared Resources and Digital Content (SRDC) - is charged with supporting cooperative and collaborative collection development and management across the CSU Libraries. 

SRDC Collection Analytics and Assessment Subcommittee: is charged with providing annual systemwide shared electronic resource collection usage and OA analysis, as well as surveying campuses to assess collection needs and priorities. 

SRDC Licensing Subcommittee: is charged with setting priorities for licensing terms that best support CSU libraries’ goals as well as providing guidance and raising awareness on the relationships between licensing and library operations (e.g. ILL, course reserves, etc.) through communication with other CSU library groups. 

SRDC Resource Review and Recommendation Subcommittee: is charged with reviewing recommendations for new systemwide shared electronic resources and overseeing the annual development of a wish list for potential systemwide perpetual purchases. 

Transformative Agreements and Subscribe to Open (S2O):  The CSU is currently participating in a number of Transformative and Subscribe to Open (S2O) Agreements.  Transformative agreements allow eligible CSU authors to publish articles as Open Access with reduced or zero-cost Article Publishing Charges (APCs).     

For more information, please see the list of Current Transformative and Subscribe to Open S2O Agreements.  

​​Unified Library Management System: Known as ULMS, this shared library services platform consolidates the CSU libraries’ various back-office functionality into a single system, creating more streamlined workflows for managing print and electronic resources, while saving the CSU over a million dollars annually.

ERM Terms

Alma Link Resolver: The Alma Link Resolver ensures that library patrons get the right links to library owned electronic content. This lesson provides an in-depth view of link resolving in Alma, including detailed demonstrations. Alma component that responds to external requests with a menu of physical, electronic, and digital services. For physical resources, requests are offered; for electronic resources, context-sensitive links are provided; for digital resources, direct links to the digital object are provided. 

Auto-load Holdings: This is an integration profile that can be set up for a few e-collections. The e-collection is directly updated by a file sent by the publisher. The e-collections that can use this profile are ProQuest Ebook Central DDA, Springer Journals & Ebooks, Ovid, Elsevier Journals & Ebooks, Taylor & Francis, Project Muse. 

Available For: This tab or label indicates which library is sharing this electronic collection or portfolio in the NZ. This label appears on the ECC and Opt-in e-collections in the NZ. 

Community Zone (CZ) - This is the Alma knowledgebase shared by the Alma community which contains electronic collections, portfolios, and bib records. 

Electronic Collection: A collection of portfolios, which can be journals, ebooks, or streaming media, that are included in a subscription to an electronic resource, such as EBSCO Academic Search, ProQuest ABI/INFORM, Ebook Central, or AVON.

Electronic Collection Activation: The process of enabling access to e‐resources for patrons and confirming that the library is able to access the resource from OneSearch.

Group Settings: Group settings are used to configure each library for sharing collections in the Network Zone.  

Held by : This tab shows which library has a record for this item, physical or electronic. Usually referring to the bib record. 

Institution Zone (IZ) - This is the library’s individual inventory for bib records, portfolios, orders, licenses, and other information for print resources.  

Inventory: The resources that are owned or licensed by or associated with a particular library, institution, or consortium. All descriptive bibliographic metadata resides in the Metadata management system (MMS) with appropriate links from the inventory to the corresponding descriptive information. 

Linking tab in a Portfolio: This is the linking information used to link to a database or a journal from Alma. The Linking tab has information on the linking level for the journal or the electronic collection. Most e-collections are ARTICLE linking-level but some are JOURNAL linking level. Many portfolios require a jkey or bkey to link directly to the journal. A local “parse parameter” (the term used for journal or article linking) can be added if the global “parse parameter” is not working correctly. 

Material Type: The type of material, such as a book or electronic journal package, from which an item takes its form. Note that the material type does not control the PO line workflow and can be modified when creating/editing a PO line.

Network Zone (NZ): The Network Zone contains all the shared bib records and centrally paid-for and negotiated electronic collections. The CSU uses OCLC records for shared bib records. The CSU also uses the CZ for shared electronic collections (ECC and Opt-in e-collections).  

Portfolio: The specific coverage, services, and link information relevant for a particular journal or e-book title within an electronic collection. May include administrative/access information. May be local (managed by the library) or global (managed by Alma Data Services).

Provider-Neutral/Database-only records: These are the records that represent the resources or electronic collections that do not have portfolios or link to a database or website. There are CSU-specific policies for their use in the NZ. 

Selective Package: A type of electronic collection that includes a selection of subscribed portfolios, the library does not subscribe to all the titles in a resource, example, AIP, ScienceDirect, and Springer.