This is an attempt to classify, with examples, the different e-book acquisition inputs, then to continue with the processes for their acquisition, cataloging and ongoing maintenance.
Note: see Triangle Research Libraries: Beyond Print Goals & Values statement for e-book access, licensing and management considerations.
1. Receive order request in YBP or from selector, or receive an invoice (mono series?)
2. Search Aleph Ser/Acq to see if UMA or Four Colleges has title(s) in collection or on order (print, via existing package or online single title). Depending on subject area, may also search ebrary, Books 24×7 or publisher platform.
3. For individual titles, check purchase options for platforms and pricing in Gobi, then publisher or consortia sites
4. Check for license in place, or request license and negotiate terms. (see below)
5. Review options with selector and confirm order
6. Download/create bibliographic record (Electronic order confirmation record, aka EOCR –minimal YBP record, OCLC, brief) within 48 hours to Aleph for individual title or package and suppress it (OCLC and brief; EOCR records not suppressed).
7. Attach order record – mono for purchase, series for subscription. Note # of users allowed and platform (done automatically for EOCR record)
8. Attach and suppress item and holdings records (done automatically for EOCR, not suppressed). URL inserted into holdings.
How a MARC record for an individual e-book title gets into our catalog depends on the publisher and source of the records. Some come as part of packages and some are ordered on a title-by-title basis. Mike Allard keeps a schedule for autoloads of vendor records at W:/Departmental Folders/Acquisitions/Electronic resources/Statistics/eresource_load_stats072709.xlsx.