ELECTRONIC RESOURCES MANAGEMENT UC-SANTA BARBARA revised July 23, 2007 prepared by J. Elaine McCracken.

ELECTRONIC RESOURCES ELECTRONIC RESOURCES MANAGEMENTMANAGEMENT

UC-SANTA BARBARA

revised July 23, 2007

prepared by J. Elaine McCracken

INTRODUCTION TO INTRODUCTION TO ELECTRONIC REOURCES ELECTRONIC REOURCES MANAGEMENT AT UCSBMANAGEMENT AT UCSB

What do we mean by Electronic Resources Management?

Types of E-ResourcesBackgroundWorkflow/ProcessingTrouble-shootingConclusion

What do we mean by What do we mean by Electronic Resources Electronic Resources

Management?Management?Coordinated effort to select, acquire,

license, catalog, and maintain electronic materials for the UC-Santa Barbara Libraries Collection. This includes consortia collaboration.

Continuing Resources, Monographs, and Government Publications all require unique handling.

ELECTRONIC RESOURCES ELECTRONIC RESOURCES MANAGEMENT 2MANAGEMENT 2

Term frequently applied to vendor services such as Ex Libris SFX, Serials Solutions, or Tdnet.

Currently, UC uses SFX for ER Management.

The UC system continues to improve UC- eLinks (Ex Libris SFX product) electronic journal services.

ELECTRONIC RESOURCES ELECTRONIC RESOURCES DEFINEDDEFINED

“Material (data and/or program(s)) encoded for manipulation by a computerized device. This material may require the use of a peripheral directly connected to a computerized device (e.g., CD-ROM drive) or a connection to a computer network (e.g, the Internet).” AACR2 Revision 2002: 2003 Update.

TYPES OF E-RESOURCESTYPES OF E-RESOURCES

Continuing Resources (Serials & Integrating Resources (Websites & Databases))

E-BooksGovernment Publications

BACKGROUNDBACKGROUND

Late 1990s - UC Libraries began cataloging remote access electronic resources.

1998 – TFER - Task Force on Electronic Resources completes report for HOTS.

1999 – SOPAG appoints Electronic Resources Cataloging Task Force

2000 – Shared Cataloging Program (SCP)

SHARED CATALOGING SHARED CATALOGING PROJECT -- SCPPROJECT -- SCP

Established by SOPAG.Based at UC-San DiegoProvides cataloging records UC e-resources.Maintains current subscriber & coverage data.Keeps hyperlinks current.Excellent website information -- SCP:

http://www.cdlib.org/inside/projects/scp/

MORE SCP – UCSB timelineMORE SCP – UCSB timeline

2000 - UCSB on NOTIS ILS.Systems creates report from SCP file.Serials Maintenance catalogs SCP e-resources

using OCLC, and cut & paste method from separate SCP resource file to ALEPH main SBA01 file.

UCSB follows “separate record” policy for serials and e-monos. Gov.Docs. receive “single record” treatment.

ALEPH IMPLEMENTATIONALEPH IMPLEMENTATION

August 2001 – UCSB LIBRARIES implement Ex Libris ILS.

During System transition, SCP cataloging put on hold.

NO import function for OCLC. April 2003 – Systems began loading SCP

backfiles.

INTERIM WORKFLOWINTERIM WORKFLOW

Serials Maintence begins cataloging SCP/CDL journals using ALEPH.

Worked from the Weekly SCP Report.Also worked from Journal List on Provider

Website.ROGER – UCSD Library Catalog

CURRENT SCP FILE LOADCURRENT SCP FILE LOAD

Since April 2003 – Systems began SCP data file loads.

2007– UCSB Systems receives monthly files containing records separated into: Electronic Journals, Electronic Monographs, California Documents.

Reports are run weekly in Serials, and staff updates and verifies records in Pegasus.

WHERE TO FIND WHERE TO FIND E-RESOURCESE-RESOURCES

UCSB A-Z LISTPEGASUSMELVYL

A-Z LISTA-Z LIST

UC LIBRARIES HOME PAGE url: http://www.library.ucsb.edu/ Contains only electronic resources. From Menu, choose RESEARCH Choose Electronic Journals to look for specific

journal titles. (Serials). Choose Indexes & Databases for Abstracting &

Indexing Services (aka Integrating Resources).

PEGASUSPEGASUS

Print and Electronic Resources Catalog.Pegasus – Serials E-journals are current in

Pegasus as early 2007!!E-Monos loading follows a different

procedure than serials. Check A-Z list if record is not yet cataloged in Pegasus.

MELVYLMELVYL

CDL – SCP Consortium materials.Combined UC Catalog. Will include materials not held by UCSB,UCSB Systems sends a data file to CDL for

MELVYL every Monday.

TROUBLESHOOTINGTROUBLESHOOTING

Broken Links– CDL Subscription?

Contact CDL Helpline:

http://helpline.cdlib.org

or call: (510) 987-0555– UCSB Local Subscription? Serial or

Monograph? See next slide!!

Requests to Purchase Free E-Resources

BROKEN LINKS – Local BROKEN LINKS – Local SubscriptionsSubscriptions

Check publisher’s website to see if their site is down or email Elaine – see below.

There could be a problem with our subscription: Send e-mail to: Serials Order Unit Supervisor, Ariane Perez: [email protected] or for Monographs: Brenda Peter: [email protected]

The access link may have changed or is incorrect: Send e-mail to E-Resources Librarian: Elaine McCracken [email protected]

FREE E-RESOURCESFREE E-RESOURCES

Follow Collection Manager Handbook procedures. Review Section D.

CDL has created a form for Collection Managers to request cataloging for open access journals. See: http://www.cdlib.org/inside/projects/scp/SCPcatalog_request.html

Do not send requests directly to Electronic Resources Librarian.

CDL or Local Subscription?CDL or Local Subscription?

Handy tip to identify CDL vs. Local Subscription in Pegasus.– In the Bibliographic record, scroll down to: Online

http://uclibs.org/PID/2181 [ScienceDirect. Restricted to UC campuses] **This restriction note is unique to CDL subscriptions.**

– However, a local subscription will contain the following restriction note: [Restricted to UCSB IP addresses]  http://ojps.aip.org/upo/

CONCLUSIONCONCLUSION

Please continue to ask questions and voice concerns.

Electronic Resources Management is complex, and still evolving.