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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-journals Initial 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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