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general_guidelines_for_eresources [2021/10/13 18:00]
jeustis
general_guidelines_for_eresources [2023/03/10 17:16] (current)
jeustis
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 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. __We no longer add free eResources or cover records in Inventory that are used for acquisition purposes only__
-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]]
  
  
-__**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. ​+==What ​eResources ​records go where==
  
-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+  * **Inventory**:​ eResources that have perpetual access or that we have purchased individually and are part of our inventory are managed in Inventory. Some metadata sets that are static and few in number or that are unable to be batch loaded into our EDS Custom Catalog. 
 +  * **EDS**: eResource available as metadata sets in Discovery will be enabled there with associated metadata and linking. 
 +  * **eResource Custom Catalog**: ​eResources that are part of a collection of some sort and are not available in Discovery, for example, those that we receive as metadata sets from OCLC knowledge bases or the vendor, are part of our EDS Custom eResources Catalog.
  
-__**For Free eResources records:​**__ 
  
-Free eResources are handled by discovery and are not added to the catalog/​inventory. 
  
-__**For the Bibliographic ​Information:**__+==General ​Information ​To Have in Hand==
  
-Remember ​to include ​the:+When cataloging an eResource, you will need to have this information:​ 
 +  * eResource URL 
 +  * Whether our UM proxy is needed or not 
 +  * At least one genre term 
 +  * UMass Amherst access phrase and Information on the numbers of users able to access that eResource. __If the eResource has Unlimited Users, then we don't record this information. We record only the number of limited seats or users that have access.__ 
 + 
 + 
 +==Guidance for links in the bibliographic and holdings records== 
 +Because of how EDS defines “Full Text,” we need to differentiate URLs that go directly to the resource (fulltext, streaming video, streaming audio, etc.)  and those that are not Full Text, like the microform request form, links to table of contents, summaries, or images of cover art 
 + 
 +   * Full Text Resources: URLs in holdings records that go directly to the resource itself - Electronic Access relationship field should be “Resource” 
 +   * Related Resources: URLs in holdings records that go to microform request form, a finding aid, or a webpage that explains how to access or download the resource ​ - Electronic Access relationship field should be “Related resource” 
 +   * All 856 fields for related resources should be stripped from bibliographic records 
 +(Exception: shared bibliographic records that have an LC Organization Code for another 5C institution in the 856 field) 
 + 
 + 
 +__**For ​the MARC SRS (Bibliographic) InformationInclude**__
  
 1. RDA terms and codes for Carrier, Content, and Media. 1. RDA terms and codes for Carrier, Content, and Media.
  
-2. 655 _4$a that has the appropriate genre term. +  * Text based resources: 336  \\$a text ǂb txt ǂ2 rdacontent 
-655  \4$aElectronic books. +  ​* Streaming video: 336  \\$a two-dimensional moving image ǂb tdi ǂ2 rdacontent 
-655  ​\4$aAudiobooks. +  * Images or photographs:​ 336  \\$a still image ǂb sti ǂ2 rdacontent 
-655  \4$aElectronic newspapers. +  * Streaming audio for performed music: 336  \\$a performed music ǂb prm ǂ2 rdacontent 
-655  \4$aStreaming videos. +  * Streaming audio, spoken words: 336  \\$a spoken word ǂb spw ǂ2 rdacontent
-655  ​\4$aStreaming audios. +
-655  \4$aElectronic journals. +
-655  ​\4$aElectronic maps. +
-655  \4$aElectronic theses. +
-655  \4$aElectronic scores.+
  
-3. 506 with 1st indicator set to 1 that has UMass access phrase. +  * 337  \\$a computer ǂb c ǂ2 rdamedia  
-506 1_$aUMass Amherst patrons have access.$5MU.+  * 338  \\$a online resource ǂb cr ǂ2 rdacarrier ​
  
 +2. 655 \4$a with the appropriate genre term.
 +  * 655  \4$a Electronic books.
 +  * 655  \4$a Audiobooks.
 +  * 655  \4$a Newspapers.
 +  * 655  \4$a Streaming videos.
 +  * 655  \4$a Streaming audios.
 +  * 655  \4$a Electronic journals.
 +  * 655  \4$a Electronic maps.
 +  * 655  \4$a Electronic theses.
 +  * 655  \4$a Electronic scores.
  
-__**For ​the Holdings Information:​**__+3. 506 with UMass access phrase and information on number of users if that number is limited. We don't add anything to the 506 UMass access phrase if the eResource has unlimited users as in the example below. 
 +  ​506 1\$a UMass Amherst patrons have access.$5MU.
  
-All eResources ​go into the Aleph collection code or location of UWWW only. The call number ​should always be "​Online"​. For Aleph, this goes into 852 with 1st indicator of 8 and in a $h.+__If the eResources ​has a limitation on the number ​of usersrecord ​this before the period in the same 506__. 
 +  * 506 1\$UMass Amherst patrons have access to 5 simultaneous users at time. $5 MU 
 +  * 506 1\$UMass Amherst patrons have access to 1 user. $5 MU 
 +  * 506 1\$a UMass Amherst patrons have access to to 1 Simultaneous User on the publisher platform$5 MU
  
-852  8_$bUMDUB$cUWWW$hOnline+==All 856 in SRS MARC Bib Record need to be removed===
  
-eResources do not have any holdings statements which can be found in the 866 MARC field. 
  
-__**Number of Holdings ​and/or Item Records:​**__+==Information Needed for the Holdings ​Record==
  
-For an additional copy or copies of an eResource ​that are purchased+  * **Location** : UM Internet (UMWWW) 
 +  * **Call Number Type**: Other scheme 
 +  * **Call Number**: Online 
 +  * **Electronic Resource** 
 +      * **Relationship**:​ Resource (if the link goes directly to the resource) ​or Related resource (if the link goes to a page about the resource like instructions) 
 +      * **URI**: if needed UM proxy and eResource ​URL (http://​silk.library.umass.edu/​login?​url=) 
 +      * **Link**: UMassLink to resource
  
-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 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. Additionally,​ notes can be added to the order record regarding seats, and comments can be added to say that there is only 1 bib/​hol/​item for all the copies+eResources __do not have any holdings statements__.
  
-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. ​ 
  
 +==Information Needed for the Item Record==
  
-__**For setting Holdings on OCLC WorldCat Records:**__+  ​* **Barcode**: Copy the Item HRID and append -UM. For instance it00029648873-UM 
 +  * **Material Type**Select appropriate type such as E-Book or E-Journal from the drop down menu 
 +  ​* **Permanent Loan Type**: Internet
  
-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:**__+==Number of Holdings and/or Item Records== 
 + 
 +For an additional copy or copies of an eResource that are purchased:  
 + 
 +  ​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 the number of seats or users to the existing 506 1\ before the period and $5MU. 
 + 
 + 
 +The number of items for eResources should be kept to a minimum, with a best practice of 1 item per holdings record.  
 + 
 + 
 +==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. Container codes are used for Docuseek2 (UMNjRocCCS) and Kanopy (UMKanopy) SRS MARC bib records.
general_guidelines_for_eresources.1634148015.txt.gz · Last modified: 2021/10/13 18:00 by jeustis
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