Electronic Resources In the Catalog: Maintenance Issues

1
Electronic Resources In the CatalogMaintenance
Issues

• Task Force Public Forum
• June 3, 2004
• http//www.umd.edu/eric
• eric_at_itd.umd.edu

2
ERIC Maintenance Assumptions

• Maintenance issues relate to remotely accessed
  e-resources
• Manual maintenance efforts must be minimized
• Principal solution to access issues is via SFX
• Each USMAI institution reports titles for
  inclusion in SFX KnowledgeBase
• Implementation of SFX is phased e-journals
  first, then e-books

3
E-resource Maintenance insures that

• Links to remote resources work
• Coverage is up-to-date
• All subscriptions are represented

4
E-resource Maintenance includes

• Synchronization of catalog with SFX KnowledgeBase
• Initial conversion of titles
• Ongoing upkeep of titles
• URL management for titles outside SFX
  KnowledgeBase

5
E-resource Maintenance requires

• Programs to load bibliographic and holdings
  records to catalog
• Programs to replace and delete bibliographic and
  holdings records
• Programs to check URLs in catalog
• Programs to delete URLs from catalog

6
Maintenance Options for E-journals Initial
conversion

• Extract SFX records from Knowledge Base
• Match against catalog by ISSN
• Single match? Any format? Add SFXWW holding or
  Replace network holding with SFXWW holding
• Multiple match? Add SFXWW holding on specified
  record, or all records?
• No match? E.g.,No bib or wrong format-- Create
  brief stub record with SFXWW holding (option 1)
• Stub record overlaid by full record when
  available

7
Maintenance Options for E-journalsInitial
conversion

• Search No Matches in WorldCat via CatME batch
  (option 2)
• Cataloging staff review and select from available
  records
• Cataloging staff provide records for any titles
  not available in WorldCat
• Load records to catalogusmai with SFXWW holding

8
Maintenance Options for E-journalsInitial
conversion

• Utilize Ex Libris MarcIt Service (option 3)
• Subscribe for all titles in SFX KB? or only those
  not represented in catalogusmai?
• Accept CONSER record for any format provided (not
  necessarily e-format)
• Loader creates SFXWW holding on all matching
  records in catalogusmai
• Loads MarcIt records for No matches and creates
  SFXWW holding
• Titles not in CONSER database still must be
  cataloged

9
Maintenance Options for E-journalsOther issues

• Other sources for bibliographic records? Loads of
  available record sets?
• Maintain holdings on OCLC WorldCat?
• Suppress/Delete URL on SFX enabled records
• Enhance searching in Research Port with load of
  full records from catalogusmai?
• Holdings summary/coverage for e-journal in SFX
  Service menu only
• Conditional display of FindIt button facilitated
  in future by presence of SFXWW holding or SFX ID
  number in bibliographic tag 035
• E-journals not present in SFX KB, including
  federal documents

10
Maintenance Options for E-journalsOngoing

• SFX KnowledgeBase updated by EL monthly
• Local updates to SFX KB by E-content Team
• Changes include
• Title additions
• Title deletions
• Coverage changes
• ITD automated process compares EL update with
  Local updates to add/delete records and holdings
  in catalogusmai

11
Maintenance Options for Other E-resources

• For e-books in SFX KB, identify record sets and
  load e-books records with URL stripped
• Add SFXWW holding to existing ISBN match in
  catalogusmai Load set record for No matches?
• Load separate records for e-version in record set
  with SFXWW holding?
• Depend on URL checker and 856 reader to make
  SFX menu work for 60K URLs in catalogusmai?

12
ERIC Maintenance Next Steps

• Update institutional SFX KBs
• Select e-journal conversion option
• Prepare loader to match option
• Load records and holdings
• Prepare e-book loader, then load record sets
• Suppress/delete URLs in SFX enabled records
• Identify and remedy problems with remaining URLs
  in catalogusmai
• Offer URLs in FindIt menu for non-SFX enabled
  records