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.

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 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.

Free eResources records:

Free eResources are not added to Inventory.

For the Bibliographic Information in the MARC SRS record:

Remember to include the:

1. RDA terms and codes for Carrier, Content, and Media.

2. 655 _4$a with the appropriate genre term.

• 655 \4$aElectronic books.
• 655 \4$aAudiobooks.
• 655 \4$aElectronic newspapers.
• 655 \4$aStreaming videos.
• 655 \4$aStreaming audios.
• 655 \4$aElectronic journals.
• 655 \4$aElectronic maps.
• 655 \4$aElectronic theses.
• 655 \4$aElectronic scores.

3. 506 with UMass access phrase.

• 506 1_$aUMass Amherst patrons have access.$5MU.

For the Holdings Information:

• 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

eResources do not have any holdings statements.

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 a 506 1\ to indicate the number of seats or users that can access the resource.

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 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.