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Licensing Toolkit

The CDL Licensing Toolkit is designed to assist you with the negotiations and licensing process; it is intended for University of California staff only. If you are working with a publisher who needs information about the licensing process, please refer the publisher to the Information Gateway for Vendors.

Licensing Guidelines

Cost Share Models

  • Cost-Sharing Models [DOC]: Principles underlying the cost sharing model for co-funding electronic resources as endorsed by the Joint Steering Committee on Shared Collections (JSC) and the Collection Development Committee (CDC).

  • Current Year Standard Shares [XLS]: Lists the campus percentage shares recommended by the JSC.

  • Carnegie Classifications: CDL uses pricing models based on the Carnegie Classification of Institutes of Higher Education.

  • UC Enrollment Data : Current UC year-average data for use with pricing models based on full-time equivalent enrollments (FTE).

Technical Guidelines

How to Manage a Tier 2 License

Tier 2 licenses are initiated by campus library staff. They are multi-campus contracts for electronic resources that are negotiated and signed by a sponsoring campus, and are funded by participating campuses.

The CDL supports multi-campus licenses by:

  • Offering negotiation and licensing advice.
  • Integrating the resource into CDL's collection of shared content.
  • Recharging participating campuses.
  • Providing assistance via the CDL Helpline.
  • Handling annual renewals.

How to Manage a Tier 2 License:

  • Step by Step Tier 2 Process: Outlines procedures and responsibilities for placing initial orders, ensuring proper start-up, and renewing the license.
  • Document Your Tier 2 Resource: Explains how to document business arrangements with vendors so the CDL can manage renewals and maintain the contract for participating campuses.
Last updated: July 21, 2016
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