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.