Policy & Procedure

Collection Development Policies

• Collection Development Framework: Principles guiding the development of CDL collections.
• CDL Process for One-Time Purchases and Guidelines for Campuses When Purchasing Local Resources: Principles guiding the purchase of one-time resources.
• Factors to Consider When Licensing Out-of-Copyright Materials: Evaluation criteria for out-of-copyright resources; developed by CDL and Joint Steering Committee (JSC).
• Open Access Resources at the UC Libraries: Policies and procedures for shared cataloging, linking, and management.
• Managing Changes to Journal Packages: Title management of CDL-licensed journal packages, including adding titles, managing title transfers, and trial access.
• Decision Flow for CDL Licensing: CDL licensing flow chart, including JSC, CDC, and Bibliographer Group decision points.

Cost Allocation Principles for CDL Licensed Resources

• Role of Co-Investment: The use of co-investment in building UC shared digital collections.
• Cost-Sharing Models [DOC]: Principles underlying the cost sharing model for co-funding electronic resources as endorsed by the JSC and CDC.
• Current Year Standard Shares [XLSX]: Campus percentage shares recommended by the JSC.
• Merced Shared Digital Collection Co-Investment Models [DOC]: Goals and principles for the inclusion of Merced into Tier 1 licenses.

Tiered Approach to Licensed Collections

• Tiered Approach to Licensed Collections: Describes the dual ("tiered") approach to licensing by the CDL and campuses; defines Tiers 1-4
• Licensing Toolkit: How to Manage a Tier 2 License

Database Transition & Customization Principles

• Database Transition Principles: Principles for transitioning a database from one platform to another.
• Principles for Overlapping Access Periods: Principles for establishing overlapping access periods when changing database providers.
• Database Customization Principles: Principles for database customization and account administration.
• CDL Technical Guidelines for Vendors: Includes information about major technical issues, CDL's preferred solutions, and the implications for vendors.

Emerging Technologies

• CDL Mobile Support Policy for CDL Licensed Resources: Consideratons for accessing CDL Licensed Resources from mobile devices.