...
| Outline | Links to related documentation | |
|---|---|---|
| Introduction to the Community Zone (CZ) | Introduction to the Community Zone | |
| Ordering and activation of one-time ebooks | Ordering and activation of One-Time eBooks via GOBI | |
| Ordering and activating an e-journal subscription | Ordering and Activating an E-Journal Subscription | |
| Ordering electronic collections | Ordering Electronic Collections | |
| Creating a local electronic collection or database | Creating a Local Electronic Collection or Database | |
| Creating a local electronic portfolio | Linking and Full text service activation |
...
Script
Introduction
Welcome to eResources 1. My name is ..... and our facilitator/s in this class is/are... .
...
Now, if you haven't already, please log in to Alma.
High level overview of electronic resources
...
- Ebooks and electronic journals are ordered just like their print counterparts (See acq training), but don't require any item or shelf prep work. Individual title purchases may start with patron requests or the work of selectors. New requests are tracked in the Eresources group using ERIN, a workflow managing tool. (more about erin?)
- In most cases, electronic content lives at the vendor/publisher site, and we essentially lease access to that content via licenses.
- Generally speaking we purchase Harvard-wide electronic access - authenticated use is via ip address. Off campus access goes through the proxy server, for which users must use Harvard credentials (e.g., Harvard Key). A few resources require users to create an additional user account (e.g., WSJ, Financial Times).
- There are many different models for ebook publishing: ebooks take many forms. Integrating resource, pdf or html versions of the print book, downloadable, etc...[flesh this out more]
- Once purchased and available on the publisher site, books and journals must be activated in Alma for users to be able to find them. There are multiple ways to activate resources, we would like to emphasize using the task list for this process.
- CZ records are activated in Alma, which creates an instance of the same record in our IZ. Any updates to the CZ record from Ex Libris will be reflected in our IZ records automatically.
- Records from the CZ can be enhanced with additional subject headings, etc. in the metadata editor.
- We get standardized COUNTER reports for journal and book usage via Alma's SUSHI service. These reports inform decisions about whether to keep or cancel low use journals, or buy additional content for heavily used titles.
- Troubleshooting Problems: occasionally we lose access to eresources, sometimes because the publisher detects suspicious activity from a Harvard account, but problems can occur for any number of technical reasons. Troubleshooting electronic resources is a daily activity and can involve staff from LTS and HUIT. Access problems are usually tracked using Footprints tickets.
- Journal cancellations, end of life for ebooks: When libraries cancel journal subscriptions, we often retain access to the years that our subscription was active (not always!). In these cases, we update the coverage statement in Alma to reflect our entitlements. Similarly, if we lose access to an ebook, it needs to be deactivated in Alma and the corresponding records updated. This is also ongoing work.
- Disclaimer: there are many ways to accomplish the same task in Alma. Workflows for many of these tasks are still being thought out. When in doubt about anything, ask your manager or eresources staff.
Basic
...
Topics
Overview of pre-Alma workflows: Aleph, SFX, Verde, ERNIE, ERIN (screenshots) (cut this?)
...
- Example: search for 'Arts Therapies in the Treatment of Depression' (1-315-45441-6)
- click on Portfolio List
- note proxy settings: do you need to change? (no)
- further work: Relink to another bibliographic record (advanced topic?)
- are we done?
Linking to descriptive record (move to Advanced topics)
- Search external resources
- Find better record & import it
- note MMSID (just in case!)
- return to ebook portfolio, click 'relink to another bib record'
- search for new record in list
- choose option to delete old record
What if it's not in the CZ?
- Local portfolios
- Local collections
- When in doubt, ask eresources staff for help
Advanced Topics
...
- ?
...
Linking POLs
Relinking bib records, linking to descriptive record
Enhancing records from external sources
Proxy issues: table of proxy settings & their effects at different levels (screenshot)
Updating multiple portfolios at once - loading sets of ebooks into a collection
Local collections and portfolios - e.g., linking a local portfolio to a collection
Moving from platforms of individually cataloged ebooks with static URNs to CZ Collections/Portfolios and parse parameters
Platform example: ClinicalKey? PsychiatryOnline?
Best practices? Getting all the pieces connected
...