Resources are represented in the Library web site, EDS as Discovery, SFX, and Aleph records. Below is some information about how access is coordinated as of July 2017.

• SMG minutes October 16, 2017
• Management of Link Resolver Records in Discovery

A brief synopsis is that we do not load bib records into Aleph unless there is an order record that needs to be attached. This means that individual subscriptions and eJournal package cover records are uploaded. eJournal package cover records are suppressed so that they are not discoverable.

• SFX: Officially, only eJournals and databases with full text content are activated in SFX. Some eBooks (like the autoload targets) are activated but we do not use the SFX eBook search interface. Some databases (like the aggregators) have their own targets for the content contained within them, while some are individual OPs in the Misc. eJournal target for the search page only. Some resources are not available in SFX and have to be found elsewhere, as we try not to create LCL items.
• EDS: Officially, everything we pay for is enabled in EDS. This is an overgeneralization. Content published by EBSCO is enabled and uses SmartLinks to connect to full text. Content purchased from EBSCO is enabled and uses SmartLinks Plus to connect to full text at the publisher platform. Content from EBSCO partner databases is enabled and custom links are created for full text linking at the publisher platform. Some resources are not available in EDS and have to be found elsewhere.
• HLM: Officially, all journal content we pay for is enabled in HLM. Anything paid to EBSCO is enabled and managed by them. Everything else has to be manually enabled and tracked. Elsevier holdings are FTP'd with the autoload data from SFX.
• Aleph: Officially, only bibs we pay on are loaded into Aleph. This includes individual eJournals, eJournal packages, and databases. Individual eJournal records from subscription databases are not loaded into ALEPH. eJournal Package cover records are suppressed so they are not discoverable in ALEPH. Databases and individual eJournals are left unsupressed and are discoverable in the catalog.
• DB List: The A-Z database list is managed by RS now. Jennifer Friedman is in charge of additions and edits at the moment. All paid content that arrives in a database model is included, with reference to the Springshare ID made in CORAL's cataloging tab. The A-Z list is the place of last resort when something cannot be found in SFX, EDS, or Aleph.

Everything we pay for should be tracked in CORAL. Currently, we do not have records for individual subscriptions begun before July 2018 when CORAL was reactivated.

• Outliers
  • PA Content: The official policy can be found at Perpetual Access Procedures. Summary is that we only track PA for Springer, Wiley, and Elsevier as well as Taylor & Francis and De Gruyter. PA records are no longer added to ALEPH. Springer and Wiley are both paid to EBSCO and the autoload for Elsevier should be FTP'd monthly into HLM.
  • OA Content: Currently there is no official policy on managing OA content. If it is true OA (we pay nothing) it is not activated in any system controlled by IRM. RS may add true OA content to the DB List. If we do pay something for it, we activated it based on the criteria above.

Scott, Nancy, and Judy work on electronic resources. Judy manages eJournal content, Nancy manages databases, and they both work on memberships and eBooks. Scott works on a little bit of everything and is in charge of licenses and EZProxy things. They all also work on DBHelp emails.

• Purchases, Renewals, Ceases, Cancellations, etc. are all tracked in both ALEPH and CORAL.
  • Documents (invoices, order records, licenses, and title lists) are stored in the Collections Management Drive in the ELERESbyO folder.
• Order records are created in ALEPH and attached to a Bib Record.
  • A record is then created in CORAL bringing together order, bib, and holdings info as well as vendor/publisher, authentication, and licensing information.
  • Access is usually only activated for new resources after payment is processed and then some.
• Workflows in CORAL for new and recurring orders are started by Scott
  • They start automatically when a record is created, or Scott starts them before the subscription period ends.
  • Most of the first half of each workflow is Acquisitions focused.
• If there is a new License someone will tell Jack so he can put it into the Licensing module.
• If there are new organizations associated with the resource, Kat handles creating admin accounts and sending them our branding/info for UMLinks.

Scott takes care of creating most of the holdings records in Aleph, as well as making sure that the stanza in EXProxy is added/updated. Eventually Jack will be helping with some of the EZProxy maintenance. Once all of this is done the workflows move over to DRMS.

Jack manages SFX access. Use the following pages for more specific instructions.

SFX Renewals

SFX Targets - Activating

In SFX:

• Activate all three levels, be sure to make note of whether there is ILL/check CORAL symbol in the local target name. Change L/Ps as required.
  • Add dot (•) to SFX Public Name if necessary.
  • Add copyright (©) for anything that isn't straightforward lending.
• Check Access, if everything is fine move on.

In CORAL:

• PRODUCT tab: Make sure Orgs are all set.
• ACQUISITIONS tab: Check for anything weird.
• ACCESS tab: Make sure that the Access Information is entered/updated.
  • Add/Update the Data Integration Note
  • Add the SFX Target with any notes, as well as whatever the local name is if there is one.
• CATALOGING tab: Add Springshare ID if there already is one.

When done, mark the workflow step complete.

Jack manages EDS and HLM access. Use the following pages for more specific instructions.

EDS Admin Management

In EDS:

• Go through the three steps to enable access. Enable metadata, create/edit CustomLink, and add to the ranking.
  • EBSCO resources don't need steps two and three.
  • Check the EDS Wiki if you cannot find the database to see if they're actually a partner with EBSCO.

In HLM:

• Update EDS Holdings Management if necessary
  • EBSCO manages content we pay them for (as subscription agent) so we have to manage the rest.
    • Everything is ejournals, because HLM populates the Ejournal Placard.

In CORAL:

• ACCESS tab: Make sure that the Access Information is entered/updated.
  • Add/Update the Data Integration Note
  • Add/Update the EDS DM Name note
  • Add/Update the EDS CL Name note
  • Add/Update the EDS LCL Collection note
  • * Add/Update the HLM note.

If the resource is not available in either SFX or EDS/HLM send it to the Batch Loading Team. (BLT)

The BLT manages batch loading serials records into Aleph when they are not available in our other access systems. The following pages are useful for more specific information.

Batch Loading Team

• Records are batch loaded when:
  • A target for the content is not available for SFX, or is not one that we would turn on (eBooks.)
  • The metadata is not available in EDS (ie. not an EBSCO partner) or a collection is not available in HLM.
  • The records are available either from the vendor or through OCLC.

In Acquisitions, Judy adds title transfers to E-Journal, Package Changes:Acquisitions to Access . Acquisitions is notified of these transfers through EBSCO Change reports, publisher emails, and title lists. The spreadsheet tracks:

• Package to package transfers
• Package to individual subscription
• Individual sub to Package
• Title Cessations
• New Title to Package
• Package to open access

For titles leaving our subscription packages, Judy gathers usage stats, price information, and may send to selector asking if subscription should be continued. If so, an order is initiated. Judy also handles cancellations for titles entering subscription packages.

In DRMS, Catherine makes changes to access in SFX, sets up perpetual access, and notifies Heather for EDS HLM changes if:

• resource is paid to a non-EBSCO vendor
• (resource needs to be set up as perpetual access? have not been doing this)

• Platform changes are tracked here:
  • https://docs.google.com/spreadsheets/d/1Fchqgk9b_yanTktkw7-r0bcUC3K3Akban0n9UJ185p4/edit#gid=0
• Publisher invoices, licenses, orders and title lists can be found:
  • R:\Acquisitions\Electronic Resources by Organization\Publisher Name
• Worksheets for reviewing packages by staff or students can be found:
  • R:\Acquisitions\Electronic Resources Projects

We no longer peform package reviews except in extraordinary circumstances. Packages like Cambridge and Thieme should be checked every few years as they are not managed well in SFX. Many individual title transfers are caught in the Ejournal Transfers process above but some packages need active management.

ARCHIVED: Tracking package reviews is done on Package Reviews for Access