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ebooks_new_titles [2014/04/02 13:12]
cknapp [Activating Access to Individual Titles Purchased]
ebooks_new_titles [2019/01/07 17:20]
127.0.0.1 external edit
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   * Direct from publisher, record downloaded OCLC WorldCat or brief record created. When title is activated record is passed on to Meghan for check and to set holdings.   * Direct from publisher, record downloaded OCLC WorldCat or brief record created. When title is activated record is passed on to Meghan for check and to set holdings.
   * GOBI orders. Order, item and holdings records are automatically loaded into Aleph. Gobi generates notifications which go to eleres and acq email accounts when e-book becomes available.   * GOBI orders. Order, item and holdings records are automatically loaded into Aleph. Gobi generates notifications which go to eleres and acq email accounts when e-book becomes available.
-      * Aleph order record. Check and notify faculty member or other requester if necessary, adding the URL with proxy prefix to the notification. ​ The proxy prefix is +      * Aleph order record. Check and notify faculty member or other requester if necessary(see instructions below), adding the URL with proxy prefix to the notification. ​ The proxy prefix is 
           * http://​silk.library.umass.edu/​login?​url=  ​           * http://​silk.library.umass.edu/​login?​url=  ​
           * Note: do not use the proxy prefix to **ebrary** or **EBL (EBook Library)** URLs. If the URL is too long, use [[https://​bitly.com/​]] to shorten.           * Note: do not use the proxy prefix to **ebrary** or **EBL (EBook Library)** URLs. If the URL is too long, use [[https://​bitly.com/​]] to shorten.
 +          * To Notify patron for ebooks- ​ (1)In Acquisitions mode of Aleph, go to printer icon in lower right and change to "​normal printing" ​ (2)Add URL for ebook in note field of arrival form (use tiny url if needed) ​ (3)arrive item which will trigger the email to go- no news is good news! If the form letter pops up on your screen then it did not go through. (4)Change printer setting back to how it was when finished.
 +         
       * Aleph order record note. Add "One user at a time", "Two users at a time", "​Unlimited UMass use" if necessary.       * Aleph order record note. Add "One user at a time", "Two users at a time", "​Unlimited UMass use" if necessary.
       * Aleph HOL record. Add the URL from the YBP email to the holdings record 856 40 u field preceded by the proxy silk prefix ​       * Aleph HOL record. Add the URL from the YBP email to the holdings record 856 40 u field preceded by the proxy silk prefix ​
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           * Aleph bib duplicates should be investigated. Currently separate Aleph bibs are used for each sub or purchase.           * Aleph bib duplicates should be investigated. Currently separate Aleph bibs are used for each sub or purchase.
  
-  * SFX activation. +  * NOTE regarding ​SFX activation. ​Effective September 29, 2015, per a discussion ​in an Acq meetingSFX activations ​will no longer take place for ebooksThe only active ebook targets ​will be Springer series.
-      * Log in to [[http://​sfxhosted.exlibrisgroup.com/​sfxadmin/​umass]] +
-      * Click on "​Objects"​ under KBManager. +
-      * Search by the ISBN given in the YBP email. If search failstry title. +
-      * Click on P (Portfolio) which will bring up a list of targets in which this title is located; these are object portfoliosMost UMass single purchase ebooks are available through these targets+
-           ​*EBOOK_LIBRARY +
-           ​*EBRARY_PERPETUAL_TITLES +
-           ​*EBSCOHOST_EBOOKS +
-           ​*WILEY_ONLINE_LIBRARY_ONLINE_BOOKS +
-      * Activate by clicking on the check markIf a target is not present, check in a month and if still not present sent title to Catherine. +
-      * Test access by clicking on the swirlygig to the right of the object portfolio. If unable to access or for SFX questions, check with Catherine+
  
-  * WorldCat Local activation +  * NOTE regarding ​WorldCat Local activation 
-      * Log in to [[https://​worldcat.org/​config/​]] and sign in to Service Configuration. +      * If the ebook has a record ​in ALEPH, there is no need to also activate the title in the OCLC knowledge ​base. With current settings ​(6/23/14), the WorldCat Local View Now menu and full record will pull in the link to the ebook from the 856 field in the ALEPH holdings record
-      * Select "​University of Massachusetts Amherst: W.E.B. Du Bois Library (1361)"​ and click Go. +      * If the ebook does not have a record in record in ALEPH for some reason, see Christine. 
-      * Click on WorldCat Knowledge ​base > Collection Management. +       
-      * Choose Collection and check My holdings. +
-      * Enter "​umass*" ​(without quotations).  This brings up local collections including the three most used for single ebook purchases:​ +
-           * UMass ebrary Ebooks +
-           * UMass Ebsco Ebooks +
-           * UMass Wiley Ebooks +
-      * Click on the appropriate collectionscroll to the bottom of the page, and click "Add a title"​. Either manually enter information by using "Add a new title" or use the OCN lookup ​to get started with an OCLC number. Include Title, URL without proxy prefix, check "ebook", ISBN from YBP email, pub date. Note: The collection properties tab should include a checkmarked "Use proxy" box for all but ebrary+
-      * Test access. Check with Christine ​regarding WorldCat Local questions+
  
 ==Notes about DDA== ==Notes about DDA==
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       *  If the purchase is through the DDA program then the invoice does not get processed. Give it to the Acquisitions Coordinator instead.       *  If the purchase is through the DDA program then the invoice does not get processed. Give it to the Acquisitions Coordinator instead.
       * Create an order record. Order status- closed, Material type - EB, Material format - E, Acquisitions Method - DA (Deposit Account), Vendor - B&​T, ​ No item record, No budget, no money.       * Create an order record. Order status- closed, Material type - EB, Material format - E, Acquisitions Method - DA (Deposit Account), Vendor - B&​T, ​ No item record, No budget, no money.
-      *  SFX activation and WorldCat Local activation still needs to take place as described above. +  ​* EBL purchases that are the result of our Five-College DDA program.  
-  ​* EBL purchases that are the result of our Five-College DDA program ​do not need SFX activation or WorldCat Local activation.  +      * Only the invoice needs to be processed. The invoice will probably come a few days after the activation notice, and it may come in the mail. An email will be sent from Aleph to LibAcq-L with the ADM number. Use this number to find the order record and get the order number for invoice processing ​(or use the ISBN on the invoice to find the order number).You can "​arrive"​ each title as you add the line item on the invoice in Aleph. Also make sure that the "​Interdisc"​ is in the "order group" field, and not in the "​library note" field. In the "​Library note" field add "EBL DDA" so that we know where each title is from. It may also be necessary to change the "claim date" on the vendor tab of the order form. This date cannot be listed as earlier than the "​status date" on the general tab.
-      * Only the invoice needs to be processed. The invoice will probably come a few days after the activation notice, and it may come in the mail. An email will be sent from Aleph to LibAcq-L with the ADM number. Use this number to find the order record and get the order number for invoice processing. ​+
       * Do not change the HOL, the bib, or anything else in Aleph.       * Do not change the HOL, the bib, or anything else in Aleph.
  
 ===== Maintaining Access to Package and Mono Series Titles ===== ===== Maintaining Access to Package and Mono Series Titles =====
   * Upon invoice processing Heather, closes order record for purchased titles   * Upon invoice processing Heather, closes order record for purchased titles
-  * Subscription renewals monitored by …?+  * Subscription renewals monitored by Acq unit staff, e.g. CQ Press standing orders (see [[e-journal_package_maintenance|E-Journal Package and Monographic Series Maintenance]])
   * Changes to URLs or platforms monitored and maintained by e-resources team   * Changes to URLs or platforms monitored and maintained by e-resources team
   * General support provided by dbhelp   * General support provided by dbhelp
  
 --- //​[[cturner@library.umass.edu|Primary contact: Christine Turner]]// --- //​[[cturner@library.umass.edu|Primary contact: Christine Turner]]//
ebooks_new_titles.txt · Last modified: 2020/05/19 17:22 by jeustis
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