E lectronic r esources i n t he c atalog maintenance issues
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E lectronic R esources I n t he C atalog: Maintenance Issues. Task Force Public Forum June 3, 2004 http://www.umd.edu/eric [email protected] ERIC Maintenance Assumptions. Maintenance issues relate to remotely accessed e-resources Manual maintenance efforts must be minimized

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E lectronic r esources i n t he c atalog maintenance issues

Electronic Resources In the Catalog:Maintenance Issues

Task Force Public Forum

June 3, 2004

http://www.umd.edu/eric

[email protected]


Eric maintenance assumptions

ERIC Maintenance Assumptions

  • Maintenance issues relate to remotely accessed e-resources

  • Manual maintenance efforts must be minimized

  • Principal solution to access issues is via SFX

  • Each USMAI institution reports titles for inclusion in SFX KnowledgeBase

  • Implementation of SFX is phased– e-journals first, then e-books


E resource maintenance insures that

E-resource Maintenance insures that:

  • Links to remote resources work

  • Coverage is up-to-date

  • All subscriptions are represented


E resource maintenance includes

E-resource Maintenance includes:

  • Synchronization of catalog with SFX KnowledgeBase

    • Initial conversion of titles

    • Ongoing upkeep of titles

  • URL management for titles outside SFX KnowledgeBase


  • E resource maintenance requires

    E-resource Maintenance requires:

    • Programs to load bibliographic and holdings records to catalog

    • Programs to replace and delete bibliographic and holdings records

    • Programs to check URLs in catalog

    • Programs to delete URLs from catalog


    Maintenance options for e journals initial conversion

    Maintenance Options for E-journalsInitial conversion

    • Extract SFX records from Knowledge Base

    • Match against catalog by ISSN

      • Single match? Any format? Add SFXWW holding or Replace network holding with SFXWW holding

      • Multiple match? Add SFXWW holding on specified record, or all records?

      • No match? E.g.,No bib or wrong format-- Create brief “stub” record with SFXWW holding (option 1)

      • Stub record overlaid by full record when available


    Maintenance options for e journals initial conversion1

    Maintenance Options for E-journalsInitial conversion

    • Search “No Matches” in WorldCat via CatME batch (option 2)

      • Cataloging staff review and select from available records

      • Cataloging staff provide records for any titles not available in WorldCat

      • Load records to catalogusmai with SFXWW holding


    Maintenance options for e journals initial conversion2

    Maintenance Options for E-journalsInitial conversion

    • Utilize Ex Libris MarcIt Service (option 3)

      • Subscribe for all titles in SFX KB? or only those not represented in catalogusmai?

      • Accept CONSER record for any format provided (not necessarily e-format)

      • Loader creates SFXWW holding on all matching records in catalogusmai

      • Loads MarcIt records for “No matches” and creates SFXWW holding

      • Titles not in CONSER database still must be cataloged


    Maintenance options for e journals other issues

    Maintenance Options for E-journalsOther issues

    • Other sources for bibliographic records? Loads of available record sets?

    • Maintain holdings on OCLC WorldCat?

    • Suppress/Delete URL on SFX enabled records

    • Enhance searching in Research Port with load of full records from catalogusmai?

    • Holdings summary/coverage for e-journal in SFX Service menu only

    • Conditional display of FindIt button facilitated in future by presence of SFXWW holding or SFX ID number in bibliographic tag 035

    • E-journals not present in SFX KB, including federal documents


    Maintenance options for e journals ongoing

    Maintenance Options for E-journalsOngoing

    • SFX KnowledgeBase updated by EL monthly

    • Local updates to SFX KB by E-content Team

    • Changes include:

      • Title additions

      • Title deletions

      • Coverage changes

    • ITD automated process compares EL update with Local updates to add/delete records and holdings in catalogusmai


    Maintenance options for other e resources

    Maintenance Options for Other E-resources

    • For e-books in SFX KB, identify record sets and load e-books records with URL stripped

      • Add SFXWW holding to existing ISBN match in catalogusmai & Load set record for “No matches”?

      • Load separate records for e-version in record set with SFXWW holding?

    • Depend on URL checker and “856 reader” to make SFX menu work for 60K+ URLs in catalogusmai?


    Eric maintenance next steps

    ERIC Maintenance Next Steps

    • Update institutional SFX KBs

    • Select e-journal conversion option

    • Prepare loader to match option

    • Load records and holdings

    • Prepare e-book loader, then load record sets

    • Suppress/delete URLs in SFX enabled records

    • Identify and remedy problems with remaining URLs in catalogusmai

    • Offer URLs in FindIt menu for non-SFX enabled records


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