ELECTRONIC RESOURCES MANAGEMENT UC-SANTA BARBARA revised July 23, 2007 prepared by J. Elaine McCracken INTRODUCTION TO ELECTRONIC REOURCES MANAGEMENT AT UCSB What do we mean by Electronic Resources Management? Types of E-Resources Background Workflow/Processing Trouble-shooting Conclusion What do we mean by Electronic Resources 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 MANAGEMENT 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 UCeLinks (Ex Libris SFX product) electronic journal services. ELECTRONIC RESOURCES DEFINED “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-RESOURCES Continuing Resources (Serials & Integrating Resources (Websites & Databases)) E-Books Government Publications BACKGROUND 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 PROJECT -- SCP Established by SOPAG. Based at UC-San Diego Provides 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 timeline 2000 - UCSB on NOTIS ILS. Systems creates report from SCP file. Serials Maintenance catalogs SCP eresources 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 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 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 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 E-RESOURCES UCSB A-Z LIST PEGASUS MELVYL A-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). PEGASUS 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. MELVYL 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. TROUBLESHOOTING 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 Subscriptions 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: aperez@library.ucsb.edu or for Monographs: Brenda Peter: peter@library.ucsb.edu The access link may have changed or is incorrect: Send e-mail to E-Resources Librarian: Elaine McCracken emccrack@library.ucsb.edu FREE 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/SCPcatal og_request.html Do not send requests directly to Electronic Resources Librarian. 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/ CONCLUSION Please continue to ask questions and voice concerns. Electronic Resources Management is complex, and still evolving.