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general_guidelines_for_eresources [2021/10/13 17:59]
jeustis
general_guidelines_for_eresources [2022/05/24 12:23]
jeustis
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-===Electronic Resources General Guidance ​for All===+===Electronic Resources General Guidance===
  
 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. ​
-Follow the general metadata checklist to ensure all information is included in the eResource record. ​+
  
 [[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:**__
  
-eResources that have perpetual access or that we have purchased individually and are part of our inventory are managed in our catalog/​inventory+  * eResources that have perpetual access or that we have purchased individually and are part of our inventory are managed in Inventory
  
-eResources that are part of a collection of some sort, 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. ​+  * eResources that are part of a collection of some sort, 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. ​
  
-__**For Free eResources records:​**__+__**Free eResources records:​**__
  
-Free eResources ​are handled by discovery and are not added to the catalog/​inventory.+Free eResources are not added to Inventory.
  
-__**For the Bibliographic Information:​**__+__**For the Bibliographic Information ​in the MARC SRS record:**__
  
 Remember to include the: Remember to include the:
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 1. RDA terms and codes for Carrier, Content, and Media. 1. RDA terms and codes for Carrier, Content, and Media.
  
-2. 655 _4$a that has the appropriate genre term. +2. 655 _4$a with the appropriate genre term. 
-655  \4$aElectronic books. +  ​* ​655  \4$aElectronic books. 
-655  \4$aAudiobooks. +  ​* ​655  \4$aAudiobooks. 
-655  \4$aElectronic newspapers. +  ​* ​655  \4$aElectronic newspapers. 
-655  \4$aStreaming videos. +  ​* ​655  \4$aStreaming videos. 
-655  \4$aStreaming audios. +  ​* ​655  \4$aStreaming audios. 
-655  \4$aElectronic journals. +  ​* ​655  \4$aElectronic journals. 
-655  \4$aElectronic maps. +  ​* ​655  \4$aElectronic maps. 
-655  \4$aElectronic theses. +  ​* ​655  \4$aElectronic theses. 
-655  \4$aElectronic scores.+  ​* ​655  \4$aElectronic scores.
  
-3. 506 with 1st indicator set to 1 that has UMass access phrase. +3. 506 with UMass access phrase. 
-506 1_$aUMass Amherst patrons have access.$5MU.+  ​* ​506 1_$aUMass Amherst patrons have access.$5MU.
  
  
 __**For the Holdings Information:​**__ __**For the Holdings Information:​**__
  
-All eResources go into the Collection of UWWW only. The call number should always be "Online". For Aleph, this goes into a 852 with a 1st indicator of 8 and in a $h.+  * **Location**:​ UM Internet (UMWWW) 
 +  * **Call Number Type**: Other scheme 
 +  * **Call Number**: ​Online 
 +  * **Electronic Resource** 
 +      * **Relationship**:​ Resource 
 +      * **URI**: if needed UM proxy and eResource URL 
 +      * **Link**: UMass Amherst: Link to resource
  
-852  8_$bUMDUB$cUWWW$hOnline +eResources ​__do not have any holdings ​statements__.
- +
-eResources ​do not have any holdings ​statements which can be found in the 866 MARC field.+
  
 __**Number of Holdings and/or Item Records:​**__ __**Number of Holdings and/or Item Records:​**__
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 For an additional copy or copies of an eResource that are purchased: ​ For an additional copy or copies of an eResource that are purchased: ​
  
-If the links are the same between all copies, we will keep just the one URL in the 856 field in the Holdings ​record. We will record an access note in bib record in the MARC 506 field with subfields ​and blank that indicates ​the level of access if one isn’t present ​or doesn’t capture the new level of access ​for all additional ​copiesAdditionally,​ notes can be added to the order record ​regarding seatsand comments can be added to say that there is only 1 bib/​hol/​item for all the copies+  * eResources'​ URLs are the same 
 +      * Keep only the one URL to the resource ​in the holdings ​record 
 +      * In the MARC SRS record, add a 506 1\ to indicate ​the number ​of seats or users that can access ​the resource.  
 +  * eResources'​ URLs are different 
 +      * Add an additional ​Electronic Access with the Relationship of Resource and appropriate information in the Electronic Access URI and Link fields. 
 +      * In the MARC SRS record, ​add a 506 1\ to indicate the number of seats or users that can access ​the resource.
  
-If the links are different, an additional 856 will be added to the Holdings record. MARC 506 field with subfields 1 and blank that indicates the level of access if one isn’t present or doesn’t capture the new level of access for all additional copies. ​ 
  
 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. ​
  
- 
-__**For setting Holdings on OCLC WorldCat Records:​**__ 
- 
-No eResources have any holdings set on OCLC WorldCat records or any local holdings records (or holdings statements) associated with any OCLC WorldCat records. 
  
  
 __**Use of the Container Code:**__ __**Use of the Container Code:**__
  
-The Container Code is used to colocate ​a set of 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.
general_guidelines_for_eresources.txt · Last modified: 2023/03/10 17:16 by jeustis
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