<div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif">Hi Kate,</div><div class="gmail_default" style="font-family:tahoma,sans-serif">I was in the same boat as you when I started last year. I customized several fields, but we also share our system with our Law Library, so any changes need to get buy-in from them. This is what I have for each field currently, though I'm still considering this a work in progress as we add more resource/license records and get a better understanding of our needs:</div><div class="gmail_default"><ul><li style="font-family:tahoma,sans-serif">Rights Type: I left this field alone for now. Our values here are as follows. We aren't currently adding any open source or public domain resource records and I have a feeling I'll want to add to/remove these as we go through more license agreements:</li><ul style="font-family:tahoma,sans-serif"><li>Archival Terms</li><li>Licensed</li><li>Not Evaluated</li><li>Open Access</li><li>Own</li><li>Public Domain</li><li>Unknown </li></ul><li><font face="tahoma, sans-serif">Package Type: </font></li><ul><li><font face="tahoma, sans-serif">Free</font></li><li><font face="tahoma, sans-serif">Free with Print</font></li><li><font face="tahoma, sans-serif">None</font></li><li><font face="tahoma, sans-serif">Purchase & Maintenance</font></li><li><font face="tahoma, sans-serif">Purchase NO Maintenance</font></li><li><font face="tahoma, sans-serif">Subscription</font></li></ul><li><font face="tahoma, sans-serif">ECODE1 was named "Resource Code 2" before I started and our library does not use this field, but our Law Library does. The current values are:</font></li><ul><li><font face="tahoma, sans-serif">Aggregator</font></li><li><font face="tahoma, sans-serif">Grouping</font></li><li><font face="tahoma, sans-serif">None</font></li><li><font face="tahoma, sans-serif">Publisher Group</font></li><li><font face="tahoma, sans-serif">Single Title</font></li><li><font face="tahoma, sans-serif">Unknown</font></li></ul><li><font face="tahoma, sans-serif">ECODE2 is named "Resource Type" and its values are:</font></li><ul><li><font face="tahoma, sans-serif">Data/statistics</font></li><li><font face="tahoma, sans-serif">Full-text database</font></li><li><font face="tahoma, sans-serif">Journal package</font></li><li><font face="tahoma, sans-serif">None</font></li><li><font face="tahoma, sans-serif">Single ebook</font></li><li><font face="tahoma, sans-serif">Ebook package</font></li><li><font face="tahoma, sans-serif">Index/Abstract</font></li><li><font face="tahoma, sans-serif">Media</font></li><li><font face="tahoma, sans-serif">Other</font></li><li><font face="tahoma, sans-serif">Single journal (I might remove this field as we do not add resource records for single journals; we'll add them for the publisher/platform instead)</font></li></ul><li><font face="tahoma, sans-serif">ECODE3 is named "SS Activation" and is used by our staff to let them know whether the resource has been added to our Serials Solutions portal. Its values are:</font></li><ul><li><font face="tahoma, sans-serif">No</font></li><li><font face="tahoma, sans-serif">Unavailable</font></li><li><font face="tahoma, sans-serif">Unknown</font></li><li><font face="tahoma, sans-serif">Yes</font></li></ul><li><font face="tahoma, sans-serif">ECODE4 is named "Resource Status" and its values are:</font></li><ul><li><font face="tahoma, sans-serif">Active</font></li><li><font face="tahoma, sans-serif">Canceled - Retain Access</font></li><li><font face="tahoma, sans-serif">On order </font></li><li><font face="tahoma, sans-serif">Rejected</font></li><li><font face="tahoma, sans-serif">Trial - External</font></li><li><font face="tahoma, sans-serif">Trial - Internal</font></li><li><font face="tahoma, sans-serif">Canceled</font></li><li><font face="tahoma, sans-serif">Inactive</font></li><li><font face="tahoma, sans-serif">Pending</font></li><li><font face="tahoma, sans-serif">Temp Unavailable</font></li></ul></ul><div><font face="tahoma, sans-serif">The University of California at Irvine has an incredibly useful website for their Tech Services Department and includes the fields and rules they have for creating resource records. You can see their rules for resource records <a href="http://staff.lib.uci.edu/departments/researchresources/manual/policies/resource-record-metadata-application-profile.php">here</a> and their rules for license records <a href="http://staff.lib.uci.edu/departments/researchresources/manual/policies/License%20Record%20Metadata%20Application%20Profile.php">here</a>. I created a similar spreadsheet of rules for our library, using theirs as the basis. If you're interested to see how we've coded ours, I'd be happy to send it to you.</font></div><div><font face="tahoma, sans-serif"><br></font></div><div><font face="tahoma, sans-serif">I hope this helps, but please let me know if you have any questions or would like to talk about this further :-)</font></div></div><div class="gmail_extra"><br clear="all"><div><div><div dir="ltr"><div><div dir="ltr"><div><div style="color:rgb(0,0,0)"><span style="font-family:tahoma,sans-serif;font-size:small">------</span></div><div style="color:rgb(0,0,0)"><span style="font-family:tahoma,sans-serif;font-size:small">Jessica Harris, Head of Electronic Resources & Serials</span><br></div><div style="color:rgb(0,0,0)"><font size="2" face="tahoma, sans-serif">Santa Clara University Library<br><a href="mailto:jaharris@scu.edu" target="_blank">jaharris@scu.edu</a> or <a href="mailto:eresources@scu.edu" target="_blank">eresources@scu.edu</a></font></div></div><div><font size="2" face="tahoma, sans-serif"><a href="tel:%28408%29%20554-5356" value="+14085545356" target="_blank">(408) 554-5356</a></font></div></div></div></div></div></div>
<br><div class="gmail_quote">On Thu, Sep 3, 2015 at 3:36 AM, Katherine Holvoet <span dir="ltr"><<a href="mailto:Kate.Holvoet@zu.ac.ae" target="_blank">Kate.Holvoet@zu.ac.ae</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0px 0.8ex;border-left-width:1px;border-left-color:rgb(204,204,204);border-left-style:solid;border-right-width:1px;border-right-color:rgb(204,204,204);border-right-style:solid;padding-left:1ex;padding-right:1ex">
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<p class="MsoNormal">I am a new e resources librarian and I have inherited a Millennium ERM that was set up I n 2009 by an unpaid intern, and pretty much not touched since then. I am going through the system and making some changes to have it better suit our
needs, particularly in terms of Millennium statistics (not resource use stats, but the stats on the resource records themselves). To do this I want to make some changes to our fixed fields, and I am looking for examples of what other libraries have done.
If your library has added any options to the fixed fields, I’d love to see what those choices are for following fixed fields:<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">172 Rights Type <u></u><u></u></p>
<p class="MsoNormal" style="margin-left:0.5in">The default variables are Not Evaluated, Licensed, Public Domain, Copyright, Deed – Yes, Deed – No, Archival Terms, and Unknown. I’m thinking of adding Site License, Limited Users, and No License Required to meet
mandatory reporting requirements on those three categories.<u></u><u></u></p>
<p class="MsoNormal">179 Package Type <u></u><u></u></p>
<p class="MsoNormal" style="margin-left:0.5in">The default options are all about the full-textness of the database (full, none, partial, digital object). We don’t have to report on that information, and the intern choose a bunch of descriptive terms that seem
to be resource types, like database, single title, aggregator, ejournal pkg, etc. I actually kind of lean in that direction, but I’m not sure when I would be called upon to provide that kind of data. My other thought is that Package Type could list attributes
like one-time purchase, subscription, free resource, free vendor add-on because I do have to track that and report on how many subscriptions we have, and when we receive a database for free from the vendor as an add on to another package. But! These options
could go down to the ECODE lines (unless I find something better to put there). It seems a waste to not use Package Type for something useful.<u></u><u></u></p>
<p class="MsoNormal">174 ECODE1 <u></u><u></u></p>
<p class="MsoNormal" style="margin-left:0.5in">Currently labeled Content Sensitive. I have no idea what that mean, and only 8 resources were flagged with an option (accepted, rejected, under consideration, and special collections) other than the default, and
I could not see anything in common about those 8. I’m definitely looking to use this field for something more interesting.<u></u><u></u></p>
<p class="MsoNormal">175 ECODE2<u></u><u></u></p>
<p class="MsoNormal"> Currently labeled Statistics. I think it was an attempt to track which resources provide usage statistics. Only seven were flagged as yes, and 1 flagged as no, the rest were set to the default, which is no information.<u></u><u></u></p>
<p class="MsoNormal">176 ECODE3<u></u><u></u></p>
<p class="MsoNormal"> Currently labeled Purchase Review. No resources had anything other than the default.<u></u><u></u></p>
<p class="MsoNormal">177 ECODE4<u></u><u></u></p>
<p class="MsoNormal"> Currently labeled Library Review. Options seem to be complete, liaison review, partial, and unevaluated, only 7 records had an option other than the default.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thank you all for your help and time!<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Kate Holvoet<u></u><u></u></p>
<p class="MsoNormal">Zayed University<u></u><u></u></p>
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