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Handouts, resources and display documents
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Let's start by introducing ourselves. (Go around the room and ask everyone to share their name, library/unit, and how this class relates to their work.)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, hence there is no location in Alma for eresources. 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.
- In most cases, electronic content lives at the vendor/publisher site, and we essentially lease access to that content via licenses, negotiated in the eresources unit.
- 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). Alma facilitates linking via the proxy server so that anyone using Hollis from any location can access eresources if they have a Harvard Key. A few resources require users to create an additional user account (e.g., WSJ, Financial Times).
- There are many different purchasing models for ebook publishingeresources: ebooks take many forms. Integrating resource, pdf or html versions of the print book, downloadable, etc..like print materials, we create one-time or continuous orders, depending on how the resource is being sold to us.
- Once purchased and available on the publisher site, books and journals must be activated in Alma for users to be able to find them in Hollis. There are multiple ways to activate resourceseresources in Alma, 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.
- 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.
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Searching, interpreting records, levels (service, collection, portfolio)
- 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.
- portfolios are individual title level and must be part of a collection
- portfolios are grouped/organized into collections. you can see a list of all the portfolios in a collection. best practice is that portfolios must be part of a collection.
- proxy settings for eresources are set at the service level, portfolios inherit these settings
- conceptual difference between collection & portfolio - analogy to print inventory (reference items & holdings class)
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