Tech Services Electronic Resources Best Practices

(Outline was used to complete best practices and procedures for ERM)

1. Electronic resources selection and activation (separate into two separate documents) -Shared resources also separate document

1. Choosing e-collection that matches vendor subscription

2. Activating the new e-collection

1. Update e-collection with vendor title lists

2. Service settings

1. Each CSU is responsible for SFX L/P for possible manual L/P

3. Proxy settings

1. Migration and Proxy Configuration post-migration

2. Proxy settings and instructions after go-live

4. CrossRef

1. you can set up the CrossRef credentials under General Configuration > Integration Profiles > Add Integration Profile.  You create a new Integration Profile with the Integration Type “Resolver Augmentation

3. Sharing an Opt-in e-collection in the NZ

1. Activating and setup -https://docs.google.com/document/d/1VTgvmyF5OjTjIFgKv8z7Ww5H1EPCQ_F0gdDkXQjzA_k/edit

1. When to choose Opt-in

1. Does it match campus’ subscription

2. Use both Opt-in in NZ and local e-collection in IZ

2. Involves set up of Group Settings in NZ Admin

3. Creating local collections for e-resources that are not ECC/Opt-in but multiple libraries subscribe in NZ

1. Guidelines for creating

4. Removing e-collections

1. How does this impact ACQ

5. Activating individual e-packages (journal titles)

1. Deleting e-packages

6. Adding Database-ONLY bib records

1. Have to be manually added or migrated via P2E from ILS

2. Use database-level record from Alma e-collection record

   1. need decision on shared database-level records for full text e-resources

   2. will add database-level records to NZ post-migration for non-fulltext shared e-resources-can be used to attach order records

7. Updating active portfolios

1. Change coverage dates

2. Write internal note when updates made to title

1. When updated and why local change was applied

3. Best Practices for using upload file to manually activate/update portfolios

8. Add local portfolios

1. Add to IZ & link to CZ if possible

9. Best practices for Saved Search Queries

2. Electronic books -see Confluence wiki for more information on e-books http://tinyurl.com/jpwerf7 and draft for more information http://tinyurl.com/z7enkbe

1. Recommendations

1. Choosing CZ e-collection records, OCLC/Vendors records

2. Activation

1. Activating and updating CZ

2. Creating collection using OCLC/Vendor records

1. http://tinyurl.com/zrx7pbb

3. Display Logic and GES (work with Systems/Access Services)

1. Discovery some common display logic used by libraries

2. Suggest GES-(similar to Target Precedence in SFX)

   1. Google Scholar getWebSearch????  Can this be set up in Alma

3. Service Labels (Full Text Available…)

1. Currently a bug in the e-collection service to change label-can only change label for services, not individual collection service label

1. Change Full Text Available to Online Access Available???

4. OpenURL set up (work with Discovery)

1. Related to troubleshooting best practices but this is the setup of the OpenURL which involves Primo

2. Creating permalinks

3. Public Service name -what label should be used for Full Text Available service label - appears in Primo but set up in Alma

5. Troubleshooting linking issues (combine with #4 and #3)

1. Include some basic tips for troubleshooting errors-bad links/bad citations/incorrect metadata

1. Who should error or issue be sent to

1. Tech Services, Systems, Discovery, Access Services

1. Create mapping-maybe ask Mallory for workflow help?

2. Ex Libris documenation: http://tinyurl.com/h6sawzk

3. Minnesota Toolkit: https://docs.google.com/document/d/1VTgvmyF5OjTjIFgKv8z7Ww5H1EPCQ_F0gdDkXQjzA_k/edit

6. Licenses (work with Acq Task Force and 360 Migration Project)*maybe start with updating licenses and adding new licenses

1. Recommend fields for setting up licenses

1. Map to SDLC licenses-where to find the information needed in the licenses

7. Collection Development ???

1. CSU have something in place such as EAR???