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Acquisition Details describe characteristics of the purchase
For instructions on updating acquisitions details see Managing Acquisition Details in E-matrix

Acquisitions Type

Options

  1. Undefined
  2. Aggregator
  3. Article Database
  4. Journal
    1. package
    2. single
    3. child
    4. backfile
    5. parent
  5. Organizational Membership
  6. E-book Package

Definition of the Category

  • Type of material purchased: Aggregator, journal (database content vs. journal content)
  • The way the purchase is grouped and associated across titles (dependencies across other titles)
  • Category should repeat or at least provide links for parent/child relationships embedded within a package.

Definition of each category term

  1. Undefined - Have not yet assigned a category. (different than don’t know)
  2. Aggregator - Fulltext database with content from multiple publishers, i.e. EbscoHost Academic Search Premier
  3. Article Database - Fulltext database with content from a single publisher, i.e. Springer Protocols
  4. Journal Package -
    1. Licensed package: titles grouped by business model and licensing terms where there are dependencies across titles. i.e., Science Direct, Wiley/Blackwell
    2. Does not including single billing bundles with OBO (comes with) titles but includes billing bundles embedded in the package (these will be categorized as parent and obo)
  5. Journal-Single -
    1. Title purchased singly 
    2. No relationships to any other titles
  6. Journal-Backfile (inactive journal sub) - One-time purchase of back content
  7. Journal-Child - Note: previously OBO
    1. $0 titles that come with parent titles
    2. Not currently used for billing bundles embedded in packages, but when this element can repeat, can categorize these as package and OBO. 
  8. Journal-Parent -
    1. Billed title within a billing bundle, has OBO titles. 
    2. Not currently used for billing bundles embedded in packages, but when this element can repeat, can categorize these as package and OBO. 
    3. Include Membership records as parents. 
  9. Organizational Membership - Billing record describing payment of a true membership, maintained for the purpose of membership and not for electronic access or to obtain physical material published by the organization. ex. Centers for Research Libraries Membership
  10. E-book Package - Licensed package of electronic books. Several e-book collections include journal type records for series titles in addition to their corresponding ebook records. This will which result in the e-book collection appearing in e-matrix

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Payment Type

Add Payment Type Note (use for noting managed locally titles vs managed consortially titles – i.e. Springer. Do we want this info coded? Do we want to know if it’s Duke or UNC managing the consortial titles?)

Options

  1. Undefined
  2. Paid
  3. Paid – Consortially (ex. Springer Duke and UNC curated titles)
  4. Not-paid (includes free and open access)
  5. NClive

Definition of the Category

  • Title paid or not paid from NCSU Collections budget
  • Title paid from outside source or no money required
  • Which titles we have to manage locally (use the Payment note)

Definition of each category term

  1. Undefined - not yet determined
  2. Paid - Funds required for subscription
  3. Paid-consortially - NCSU has perpetual access rights, but title is paid and invoiced through another institution (i.e., Springer deal)
  4. Not paid - No funds required for subscription
  5. NCLive- NCLive funds required for subscription

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Archive Type

Options

  1. Undefined
  2. Owned
  3. Leased
  4. Bonus Content: Change from Leased Broad
  5. Option to add coverage statement for each. (If using the "Owned" archive type option, coverage statement required.)

Definition of each category

  • NCSU perpetual access rights to content
  • Purposeful selection
  • Do we consider archival files loaded locally to be considered owned access or leased? (ask cm)
  • Category should repeat

Definition of each category term

  1. Undefined - Not yet assigned
  2. Owned - Perpetual access rights to content or house print holdings. Question to resolve – If publisher will provide an archival file, is this owned?
  3. Leased - No perpetual access rights
  4. Bonus Content - access that is outside of selected or subscribed years. Provided on a complimentary basis by the publisher.

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Funding source

Options

  1. One-time
  2. Continuing

Definition

  • Source of money each fiscal year
  • Field should repeat

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Subscription Status

Note: Aggregator titles would not have a subscription status . Potential options, none or n/a

Options

  1. Not Assigned
  2. Active
  3. Inactive
  4. Cancelled
  5. Ceased
  6. Unknown
  7. N/A

Definition

Current receipt status of the subscription or the reason why it’s not current.

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Vendor title number – linking field

  • Add vendor title number from EBSCO and link to title history in Ebsconet or to other holdings within E-Matrix to capture parent/child relationships. 
  • Vendor title number formula for non-Ebsco resources: SSJ - DB code - VTN
    Ex. ssj26789-RBO-VTN
  • Vendor title number formula for non-Ebsco resources without an SSJ: E-matrix Resource ID - VTN
    Ex. 33434-VTN

Trying to capture:
Enough info to report out ARL title count information
Type of material
Grouping of the Purchase
Funding source (one-time or continuing)
Association of money to a title or not
Who is handling the invoicing of the title
Subscription status (active or inactive)
Archival status
Parent/child relationships (billing bundles)