Descriptive and Collection-Level Records in the NZ
Reviewed and Revised by ERM Committee | Feb 24, 2020 |
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Ordering Opt-in electronic collections in the NZ
Background: The NZ is populated with OCLC bib records as well as Opt-in and ECC full-text e-collections activated from the CZ. Also, there are CZ descriptive records (bib records for the e-collection or collection-level records). These are copied to the NZ when an electronic collection is activated from the CZ. Because they look similar to the OCLC bib record for full-text e-collections (OCLC pn record), the Catalog Task Force and ERM Task Force want to clarify the records and which ones can be ordered for Opt-in electronic collections.
Scope: Procedures here are restricted to Opt-in e-resources. Do not use CZ descriptive record to attach orders for Opt-in resources. Order the electronic collection for Opt-in e-resources in the NZ, if that is not possible, then order the OCLC pn record.
The NZ is populated with the following types of electronic resource records:
1. Full bibliographic provider-neutral records from OCLC for: Databases (i.e., Web of Science; does not contain portfolios) and Collection-Level (i.e., Academic Search Complete; contains portfolios) - Please refer to: Provider-Neutral Records & Use of Database-Level Records. (Note: Bibliographic records from OCLC do not make the distinction based on the terminology in Alma “Databases” (A&I databases) vs. Collection (full text).)
2. CZ Descriptive records for collection-level records. Current policies require that these descriptive and collection-level records (CZ bib records for e-collections) be suppressed in the NZ. These records should never be activated (remain suppressed) for Primo AND orders should not be attached to these records. Please see: CKB Descriptive Records for Shared Electronic Collections.
Examples of e-collections, descriptive records (CZ bib records for collection-level records), OCLC bib record for collection-level records, and OCLC bib records for database-level records:
Figure 1 E-collection for EBSCO Academic Search Complete in the NZ. Order e-collection if negotiated via SDLC.
Locate e-collection by doing Repository search for Electronic Collection > Electronic Collection Name. *Do not use All Titles search.
Figure 2 Descriptive record in the NZ for the same resource. The Community Zone icon (the two people) means this is a Descriptive Record linked to the CZ.
It will remain Suppressed for both Opt-in and ECC e-collections. Do not attach orders.
*If an existing order is attached to an NZ descriptive record, it will create a copy of the descriptive record in the IZ and it will be not be suppressed.
Figure 3 OCLC bib record in the NZ for the collection (full text database/no portfolios). Can attach orders to this record.
Figure 4 OCLC bib record in the NZ for a database (A&I database). Can attach orders to this record but use NZ e-collection record for the A&I database when possible.
Ordering Opt-in Electronic Collections (negotiated via SDLC or Locally):
If your library negotiated for an Opt-in through SDLC, attach the old order to/or create a new order from the NZ electronic collection (contains portfolios). Search for electronic collections using the Repository search for Electronic Collection > Electronic Collection Name
If your library did not negotiate for the Opt-in through SDLC but shares that e-collection in the NZ, attach the old order to/or create a new order from the OCLC provider-neutral record or corresponding OCLC record in the NZ (see steps below).
Display of collection-level record in Primo:
The following are possible options if your library would like to display the database-level or collection-level record in Primo:
Adding a Local Portfolio
Add a local portfolio and choose Use existing title.
Search for the collection-level record in the NZ.
Enter in URL of the database.
Save the new record.
You should be able to attach local orders to this record now, which will be found in the IZ.
Reminder: Use pn record in NZ for “integrating resources” if one exists to avoid adding duplicate records. Report duplicate records to E-Resources Network Zone Problem .
References:
Acq FAQ (#2 Attaching Orders)
Search Indexes (what fields are being searched -Electronic Collection vs All Titles)