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open_access_e-journal_and_e-book_activations [2024/05/21 15:27]
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-====== Open Access E-Journal (and E-Book) Activations ====== 
  
-**THIS PAGE CONTAINS OUTDATED INFORMATION AND IS ARCHIVED** 
- 
-The following notes cover what open access (OA) e-journals (and e-books) e-resources staff make available through our SFX and OCLC knowledge bases and how they are doing this. OA e-journal MARC records for our UMA catalog are generated through the SFX knowledge base. Activating OA e-books and e-journals also enables linking from our [[http://​sfxhosted.exlibrisgroup.com/​umass/​az|E-Journals List]] (e-journals only), abstracting and indexing databases and View Now links in UMA WorldCat. The workflows continue and work together with [[http://​www.library.umass.edu/​wikis/​acp/​doku.php?​id=e-resources_cataloging_instructions_for_free_internet_resources|free resource cataloging procedures]] in BAMU. 
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-[[https://​docs.google.com/​spreadsheets/​d/​1I5gtgiNWS95aYs7KClVyNNnxysM1heHRBHVcWFu9sBM/​edit?​usp=sharing|List of requested free resources.]] 
-===== Guidelines for OA e-journal activation: ===== 
- 
-  * Requested by selector via form (https://​docs.google.com/​forms/​d/​1M_6__F1CcrvK99Qt768y9olYYXUy_BE1iEZCl8nhjgU/​viewform) and received from BAMU e-resources cataloger 
-  * Publisher title that comes to attention of acquisitions staff w/in context of publisher package and/or supports a UMA subject discipline 
-  * Selected established,​ reliable and actively managed OA collections of scholarly content. 
- 
-===== Workflow for individual OA titles: ===== 
- 
-  * Upon receipt of request or publisher announcement,​ check if title has been cataloged to DP by any of the Five Colleges. If so, notify selector and do nothing else. 
-  * If not, activate in publisher (vs. platform or miscellaneous) open access or free target (SFX) and collection (OCLC KB). Do NOT activate in publisher subscription target. 
-  * If an object is available in SFX but there’s no publisher OA target, add object to misc OA e-journal target. ​ 
-  * Add internal note to object portfolio (SFX) or staff note (OCLC KB) with source/​rationale for selection, date and initials. Review dates will be subsequently added. 
-  * Note on requested free resource list whether the object type will generate a MARCIt record. ​ OA SFX targets are included in MARCit record loads to UMA ALEPH ADM. 
-      * Types that generate MARCIt records are: 
-           * Journal, ​ 
-           * Conference, ​ 
-           * Newspaper, ​ 
-           * Series, ​ 
-           * Transcript, ​ 
-           * Wire.  
-           * Database? 
-      * Types do **NOT** generate MARCIt records are: 
-           * Book,  
-           * CD,  
-           * Dissertation, ​ 
-           * Document, ​ 
-           * Manuscript, ​ 
-           * Proceeding, ​ 
-           * Report. ​ 
-           * Database? 
-  * Select “Maintain WorldCat Holdings – Use institution setting” and “ILL allowed – No” for collection in OCLC KB. 
-  * If access exists in HathiTrust, do not catalog. 
-  * Do not add order records, or delete any existing order records, for any title available only as OA. 
-  * OA selected individual titles will be reviewed on an annual basis within package review procedures. 
-  * Note: Jim Kelly does not wish to be notified. 
- 
-===== Workflow for selecting OA Packages in EDS/HLM: ===== 
-  * Unordered List Item 
- 
---- //​[[jmulvaney@library.umass.edu|Primary contact: Jack Mulvaney]]//​ 
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