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general_guidelines_for_eresources [2022/05/24 13:38] jeustis |
general_guidelines_for_eresources [2023/03/10 17:16] (current) jeustis |
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| These guidelines are to help those who work with eResources of any type (ebooks, ejournals, escores, emaps, etc.). | These guidelines are to help those who work with eResources of any type (ebooks, ejournals, escores, emaps, etc.). | ||
| - | Follow the general metadata checklist to ensure all information is included in the eResource record. The language of cataloging should be English (eng). Remember to set holdings on the appropriate OCLC WorldCat record. We no longer add free eResources to Inventory. | + | Follow the general metadata checklist to ensure all information is included in the eResource record. The language of cataloging should be English (eng). Remember to set holdings on the appropriate OCLC WorldCat record. __We no longer add free eResources or cover records in Inventory that are used for acquisition purposes only__. |
| [[https://www.library.umass.edu/wikis/acp/doku.php?id=e-resource_record_quality_checklist|eReource Record Quality Checklist]] | [[https://www.library.umass.edu/wikis/acp/doku.php?id=e-resource_record_quality_checklist|eReource Record Quality Checklist]] | ||
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| ==What eResources records go where== | ==What eResources records go where== | ||
| - | * **Inventory**: eResources that have perpetual access or that we have purchased individually and are part of our inventory are managed in Inventory. | + | * **Inventory**: eResources that have perpetual access or that we have purchased individually and are part of our inventory are managed in Inventory. Some metadata sets that are static and few in number or that are unable to be batch loaded into our EDS Custom Catalog. |
| - | * **EDS**: eResource available as metadata sets in Discovery will be enabled there with associated linking. | + | * **EDS**: eResource available as metadata sets in Discovery will be enabled there with associated metadata and linking. |
| - | * **eResource Custom Catalog**: eResources that are part of a collection of some sort and are not available in Discovery, for example, those that we receive as metadata sets from OCLC knowledge bases or the vendor, are part of our EDS Custom eResources Catalog, even if that collection is primarily static. | + | * **eResource Custom Catalog**: eResources that are part of a collection of some sort and are not available in Discovery, for example, those that we receive as metadata sets from OCLC knowledge bases or the vendor, are part of our EDS Custom eResources Catalog. |
| - | * Cover records for databases, eJournals, etc. should no longer be created. | + | |
| - | ==Bibliographic Information needed in the MARC SRS record== | + | ==General Information To Have in Hand== |
| When cataloging an eResource, you will need to have this information: | When cataloging an eResource, you will need to have this information: | ||
| * eResource URL | * eResource URL | ||
| * Whether our UM proxy is needed or not | * Whether our UM proxy is needed or not | ||
| - | * UMass Amherst access phrase | ||
| * At least one genre term | * At least one genre term | ||
| - | * Information on the numbers of users able to access that eResource. __If the eResource has Unlimited Users, then we don't record this information. We record only the number of limited seats or users that have access.__ | + | * UMass Amherst access phrase and Information on the numbers of users able to access that eResource. __If the eResource has Unlimited Users, then we don't record this information. We record only the number of limited seats or users that have access.__ |
| + | ==Guidance for links in the bibliographic and holdings records== | ||
| + | Because of how EDS defines “Full Text,” we need to differentiate URLs that go directly to the resource (fulltext, streaming video, streaming audio, etc.) and those that are not Full Text, like the microform request form, links to table of contents, summaries, or images of cover art | ||
| - | __**For the MARC SRS (Bibliographic) Information: Remember to include**__ | + | * Full Text Resources: URLs in holdings records that go directly to the resource itself - Electronic Access relationship field should be “Resource” |
| + | * Related Resources: URLs in holdings records that go to microform request form, a finding aid, or a webpage that explains how to access or download the resource - Electronic Access relationship field should be “Related resource” | ||
| + | * All 856 fields for related resources should be stripped from bibliographic records | ||
| + | (Exception: shared bibliographic records that have an LC Organization Code for another 5C institution in the 856 field) | ||
| + | |||
| + | |||
| + | __**For the MARC SRS (Bibliographic) Information: Include**__ | ||
| 1. RDA terms and codes for Carrier, Content, and Media. | 1. RDA terms and codes for Carrier, Content, and Media. | ||
| Line 44: | Line 50: | ||
| * 655 \4$a Electronic books. | * 655 \4$a Electronic books. | ||
| * 655 \4$a Audiobooks. | * 655 \4$a Audiobooks. | ||
| - | * 655 \4$a Electronic newspapers. | + | * 655 \4$a Newspapers. |
| * 655 \4$a Streaming videos. | * 655 \4$a Streaming videos. | ||
| * 655 \4$a Streaming audios. | * 655 \4$a Streaming audios. | ||
| Line 52: | Line 58: | ||
| * 655 \4$a Electronic scores. | * 655 \4$a Electronic scores. | ||
| - | 3. 506 with UMass access phrase. | + | 3. 506 with UMass access phrase and information on number of users if that number is limited. We don't add anything to the 506 UMass access phrase if the eResource has unlimited users as in the example below. |
| * 506 1\$a UMass Amherst patrons have access.$5MU. | * 506 1\$a UMass Amherst patrons have access.$5MU. | ||
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| * 506 1\$a UMass Amherst patrons have access to 5 simultaneous users at a time. $5 MU | * 506 1\$a UMass Amherst patrons have access to 5 simultaneous users at a time. $5 MU | ||
| * 506 1\$a UMass Amherst patrons have access to 1 user. $5 MU | * 506 1\$a UMass Amherst patrons have access to 1 user. $5 MU | ||
| - | * 506 1\$a UMass Amherst patrons have access to to 1 Simultaneous User on the Ovid platform. $5 MU | + | * 506 1\$a UMass Amherst patrons have access to to 1 Simultaneous User on the publisher platform. $5 MU |
| + | ==All 856 in SRS MARC Bib Record need to be removed=== | ||
| + | ==Information Needed for the Holdings Record== | ||
| - | ==Information Needed for the Holdings Information== | + | * **Location** : UM Internet (UMWWW) |
| - | + | ||
| - | * **Location**: UM Internet (UMWWW) | + | |
| * **Call Number Type**: Other scheme | * **Call Number Type**: Other scheme | ||
| * **Call Number**: Online | * **Call Number**: Online | ||
| * **Electronic Resource** | * **Electronic Resource** | ||
| - | * **Relationship**: Resource | + | * **Relationship**: Resource (if the link goes directly to the resource) or Related resource (if the link goes to a page about the resource like instructions) |
| * **URI**: if needed UM proxy and eResource URL (http://silk.library.umass.edu/login?url=) | * **URI**: if needed UM proxy and eResource URL (http://silk.library.umass.edu/login?url=) | ||
| * **Link**: UMass: Link to resource | * **Link**: UMass: Link to resource | ||
| eResources __do not have any holdings statements__. | eResources __do not have any holdings statements__. | ||
| + | |||
| + | |||
| + | |||
| + | ==Information Needed for the Item Record== | ||
| + | |||
| + | * **Barcode**: Copy the Item HRID and append -UM. For instance it00029648873-UM | ||
| + | * **Material Type**: Select appropriate type such as E-Book or E-Journal from the drop down menu | ||
| + | * **Permanent Loan Type**: Internet | ||
| + | |||
| + | |||
| ==Number of Holdings and/or Item Records== | ==Number of Holdings and/or Item Records== | ||
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| The number of items for eResources should be kept to a minimum, with a best practice of 1 item per holdings record. | The number of items for eResources should be kept to a minimum, with a best practice of 1 item per holdings record. | ||
| - | |||
| ==Use of the Container Code== | ==Use of the Container Code== | ||
| - | The Container Code is used to colocate records together as a set. The Container Code is in the MARC field 035 9_ in the bibliographic MARC record. These codes are managed by the batch loaders and are primarily, though not necessarily, used for record sets that are managed in batches. | + | The Container Code is used to colocate records together as a set. The Container Code is in the MARC field 035 9_ in the bibliographic MARC record. These codes are managed by the batch loaders and are primarily, though not necessarily, used for record sets that are managed in batches. Container codes are used for Docuseek2 (UMNjRocCCS) and Kanopy (UMKanopy) SRS MARC bib records. |
