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ebooks_new_titles [2014/10/02 18:47]
cturner
ebooks_new_titles [2020/05/19 17:22] (current)
jeustis
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-====== E-Books: New Title Workflows ======+====== E-Books: New Title Workflows: Check with Acquisitions and Metadata Page Might not be current ​======
  
 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. 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.
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   * Mono Series – via publisher   * Mono Series – via publisher
-    * Purchase – Records retrieved from publisher or OCLC WorldCat, then passed on to Meghan ​for check and to set holdings. Prefer edition neutral record with url to list of editions.+    * Purchase – Records retrieved from publisher or OCLC WorldCat, then pass to Metadata Unit via metadatahelp at umass.libanswers.com ​for check. Prefer edition neutral record with url to list of editions.
  
 ===== Activating Access to Individual Titles Purchased ===== ===== Activating Access to Individual Titles Purchased =====
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           * 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.           * 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 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 ​
           * http://​silk.library.umass.edu/​login?​url= ​             * http://​silk.library.umass.edu/​login?​url= ​  
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       * Aleph bib.       * Aleph bib.
           *  The EOCR should be overlaid by a PROMPTCat record. If the PROMPTCat record has not been received, track and check for a few weeks, then notify Mary Ann.            *  The EOCR should be overlaid by a PROMPTCat record. If the PROMPTCat record has not been received, track and check for a few weeks, then notify Mary Ann. 
-          * If the PROMPTCat record is not acceptable, ​print out copy and give to Marcelle ​for cataloging ​(print bib using CTRL+P, choose Form 001); ask Marcelle to give you the OCLC number when she's done.+          * If the PROMPTCat record is not acceptable, ​send ticket ​to the Metadata Unit for cataloging.
           * Aleph bib should already be unsuppressed. Remove bib 856 fields.           * Aleph bib should already be unsuppressed. Remove bib 856 fields.
           * 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+
-           ​*DE_GRUYTER_EBOOKS_COMPLETE +
-           ​*EBOOK_LIBRARY +
-           ​*EBRARY_PERPETUAL_TITLES +
-           ​*EBSCOHOST_EBOOKS +
-           ​*PROJECT_MUSE_EBOOKS_[year] +
-           ​*WILEY_ONLINE_LIBRARY_ONLINE_BOOKS +
-      * Activate by clicking on the check mark. If a target is not present or activated, send title to Catherine. +
-      * Test access by clicking on the swirlygig to the right of the object portfolio+
  
-  * WorldCat Local activation +    ​
-      * 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. +
-      * If the ebook does not have a record in record in ALEPH for some reason, see Christine. +
-       +
  
 ==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 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 (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.
       * Do not change the HOL, the bib, or anything else in Aleph.       * Do not change the HOL, the bib, or anything else in Aleph.
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 ===== 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 Acq unit staff, e.g. CQ Press standing orders (see package renewals page)+  * 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]]// 
ebooks_new_titles.1412275637.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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