<div dir="ltr"><div class="gmail_default" style="font-size:large">I have a question for those who add notes (anywhere) regarding simultaneous users: who adds the note? I.e., which department, at what stage of the process, and how do they get that information? </div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">We would like to provide this info to our users but the amount of upkeep for the huge quantity of ebook records involved is very concerning.<br><br>Thanks. </div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">Sincerely,</div><div class="gmail_default" style="font-size:large">Tina</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large"><p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">Tina Herman
Buck<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">Electronic
Resources Librarian<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">University of
Central Florida Libraries<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">P.O. Box 162666<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">Orlando, FL
32816-2666<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">Phone:
407-823-0448<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)">Fax:
407-823-6289<span></span></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:rgb(31,73,125)"><a href="mailto:Tina.Buck@ucf.edu">Tina.Buck@ucf.edu</a><span></span></span></p></div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large"><br></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Mar 22, 2017 at 1:43 PM, Pennington, Buddy D. <span dir="ltr"><<a href="mailto:penningtonb@umkc.edu" target="_blank">penningtonb@umkc.edu</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div lang="EN-US" link="#0563C1" vlink="#954F72">
<div class="m_161155044868177599WordSection1">
<p class="MsoNormal"><span style="color:#1f497d">We add this to the 856. We get most of our records through Serials Solutions so we add the information there and it gets passed through to the MARC records. We elected to note only limited access so no note =
unlimited users. <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">856 44 |zUMKC Online Access via Safari Technical Books|uhttp://<a href="http://proxy.library.umkc.edu/login?url=http://proquest.safaribooksonline.com/0596100094%7C3Limited" target="_blank">proxy.library.<wbr>umkc.edu/login?url=http://<wbr>proquest.safaribooksonline.<wbr>com/0596100094|3Limited</a> to four simultaneous users.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">The advantage of this is that the note displays in our OPAC as part of the URL the user clicks (<a href="http://laurel.lso.missouri.edu/record=b8118466~S3" target="_blank">http://laurel.lso.missouri.<wbr>edu/record=b8118466~S3</a>)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<div>
<p class="MsoNormal"><span style="color:#1f497d">Buddy Pennington<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Director of Collections and Access Management<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">University of Missouri--Kansas City<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">308 Miller Nichols Library<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">800 East 51st St.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Kansas City, MO 64110-2499<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><a href="mailto:penningtonb@umkc.edu" target="_blank"><span style="color:blue">penningtonb@umkc.edu</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><a href="tel:(816)%20235-1548" value="+18162351548" target="_blank">816-235-1548</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><a href="http://library.umkc.edu/" target="_blank"><span style="color:blue">UMKC Libraries</span></a><u></u><u></u></span></p>
</div>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<div>
<div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Eril-l [mailto:<a href="mailto:eril-l-bounces@lists.eril-l.org" target="_blank">eril-l-bounces@lists.<wbr>eril-l.org</a>]
<b>On Behalf Of </b>Spurgin, Kristina M.<br>
<b>Sent:</b> Wednesday, March 22, 2017 12:34 PM<span class=""><br>
<b>To:</b> Amy Lynn Fry <<a href="mailto:afry@bgsu.edu" target="_blank">afry@bgsu.edu</a>>; <a href="mailto:Eril-l@lists.eril-l.org" target="_blank">Eril-l@lists.eril-l.org</a><br>
</span><b>Subject:</b> Re: [Eril-l] notes in ebook records<u></u><u></u></p>
</div>
</div><div><div class="h5">
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="color:#1f497d">We put it in the 506: <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">=506 1\$aAccess limited to UNC Chapel Hill-authenticated users.$fUnlimited simultaneous users<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">=506 1\$aAccess limited to UNC Chapel Hill-authenticated users.$fLimited to three (3) concurrent users<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">=506 1\$aAccess limited to UNC Chapel Hill-authenticated users.$fLimited to one (1) concurrent user<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">This applies not just to ebooks, but also streaming media titles and anything else that happens to get cataloged through my section. In general these are NOT added to MARC records for e-journal titles.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Currently this does not display *<b>prominently</b>* in our online catalog view. A user needs to click on the “Full record” tab and look in the Notes section for the one labeled “Access restrictions:”
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">However, library staff---particularly front line public service staff and reserves staff---know to look there. That solves our primary problems:
<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">users reporting that an ebook isn’t working and public service staff not knowing where to look to find out if it’s likely just a limited-concurrent user problem<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">limited-concurrent user books being placed on reserve – now reserve staff can warn professors and/or request an unlimited user model at the time reserves are being set up<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Technically, I suppose we should be putting $2local on the end, but we aren’t. Not sure why we didn’t. The values in $f are a locally controlled vocabulary, however.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">We decided upon this field/usage when it looked like we’d be adding features to our public catalog to:<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">more prominently display any MARC (or other data) mapped into that “Access restrictions” property<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">add an “Access level” facet so people could exclude single user ebooks, or include only unlimited user ebooks.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Shortly after we started this work, development on that catalog was frozen. We’re now building a new public catalog product, and expect it to include these features.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">It was never our end users clamoring for this particular info, so we are living with the situation as-is for now.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Adding the fields to everything has been a gargantuan task, involving:
<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">Coordinating with acquisitions staff on a shared language for and place for this information where cataloging staff can easily find it for our collections.
<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">Mapping YBP’s “purchase model” terms to our little local vocab for 506$f, locally and in YBP Technical Specifications for DDA Discovery & Purchase MARC records, and the “E-Shelf Ready” MARC we receive
from YBP for a subject-specific e-preferred approval plan<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">Ongoing cataloging workflows (documentation, MarcEdit tasks, etc) for preparing batch vendor record sets all had to be updated<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">Countless hours of running global updates in the ILS to add the field to collections retrospectively<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">Manual project(s) to retrospectively update individually-copy cataloged firm ordered ebooks. (Going forward, ACQ staff updates a spreadsheet with new title purchases, including what platform the title’s
on and the “purchase model”. The spreadsheet auto-generates the 506 (and other platform/collection-specific fields) that need to be copied into each record by staff who do that copy cataloging, based on mappings and lookups.<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">Dealing with the terrible collections where the number of concurrent users varies per title: working with vendors/service providers to get per-title, specifics on concurrent users, in a form we could
use to match/merge into our existing MARC records. <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">We also use SerialsSolutions for MARC for some ebook collections (though they’re our MARC source of last resort due to quality issues and responsiveness to problem reports). We have 3 accounting units sharing
1 SerialsSolutions account. Each accounting unit has different coding practices for ebooks (relating to stats, local record management needs, etc), so each accounting unit needed to tweak/load their own SerialsSolutions ebook records. Since of course SerialsSolutions
can’t split our ebook MARC out into separate files per accounting unit, my answer was to write a script/app that would split up the records in separate files for the 3 units. It’s based on a spreadsheet that maps each tracked SerialsSolutions package to an
accounting unit. This was already being used when we started adding the 506s, so I added a column to the spreadsheet to assign the correct 506$f to each package. The script adds the 506 field to the records while it’s splitting them up for delivery to the
accounting units.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">I guess overall, we’re a little weird in that, for a long time we had some statistical reporting requirements that affected the way we define and manage “collections.” This extends to our desire to have a proactive
system in place for reconciling/auditing access and discoverability (and verifying a title list of record to keep on file) for purchases of ebook frontlists, modules, collections, etc.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">In general, whenever possible, for me a new “collection” needs to be set up/handled for anything where any of the following varies:
<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">fiscal year content was purchased<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">accounting unit (I only handle cataloging for one, but my unit handles the cataloging or related work for some things that span units)<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">platform/provider<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">purchased vs. subscribed vs. free/open vs. gratis access<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">MARC/metadata source/stream (copy cataloged vs. SerialsSolutions vs. OCLC WorldShare Collection Manager vs. vendor-provided batches vs. YBP “e-shelf ready” vs. … )
<u></u><u></u></span></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span style="color:#1f497d"><span>-<span style="font:7.0pt "Times New Roman"">
</span></span></span><u></u><span style="color:#1f497d">format of content (affects some workflow steps (fixed field batch editing!) and how we’re supposed to record stats)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">This is often a bear, and not always possible, but, in addition to generally making sense for our environment and allowing me to keep track (mostly) of and report on everything, it means we have relatively few
“collections” where the # of users varies within the collection. For example, it seems like a lot of libraries would consider all their books on Ebrary platform to be the “Ebrary ebook collection.” Meanwhile we distinguish between:
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">ebrary academic complete (subscription, vendor MARC, unlimited users, 506 batch added)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">ebrary public library complete (subscription, vendor MARC, unlimited users, 506 batch added)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">ebrary title-by-title perpetual access, HSL (purchased (fo), copy cataloged, users vary, 506 added manually)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">ebrary title-by-title perpetual access, UNL (purchased (fo), vendor MARC, users vary, 506 mapped in from spreadsheet before load)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">ebrary title-by-title perpetual access, YBP e-preferred (purchased (ap), YBP MARC, users vary, 506 mapped in based on vendor specs)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">best, <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">-=-<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d">Kristina M. Spurgin – Library Data Strategist<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"> E-Resources & Serials Management, Davis Library<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"> University of North Carolina at Chapel Hill<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"> CB#3938, Davis Library – Chapel Hill, NC 27514-8890<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"> <a href="tel:(919)%20962-3825" value="+19199623825" target="_blank">919-962-3825</a> –
<a href="mailto:kspurgin@email.unc.edu" target="_blank">kspurgin@email.unc.edu</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p>
<div style="border:none;border-left:solid blue 1.5pt;padding:0in 0in 0in 4.0pt">
<div>
<div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Eril-l [<a href="mailto:eril-l-bounces@lists.eril-l.org" target="_blank">mailto:eril-l-bounces@lists.<wbr>eril-l.org</a>]
<b>On Behalf Of </b>Amy Lynn Fry<br>
<b>Sent:</b> Wednesday, March 22, 2017 10:02 AM<br>
<b>To:</b> <a href="mailto:Eril-l@lists.eril-l.org" target="_blank">Eril-l@lists.eril-l.org</a>; Web Technologies in Libraries <<a href="mailto:WEB4LIB@LISTSERV.UC.EDU" target="_blank">WEB4LIB@LISTSERV.UC.EDU</a>><br>
<b>Subject:</b> [Eril-l] notes in ebook records<u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">We have gotten to the point where we really need to include notes in each of our ebook bib records about numbers of simultaneous users.
<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Have others of you found a need to do this retrospectively? How have you approached this?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">I’m specifically interested in:<u></u><u></u></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span>1.<span style="font:7.0pt "Times New Roman"">
</span></span><u></u>Where in the record did you put the note? In the link? In a 5xx?<u></u><u></u></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span>2.<span style="font:7.0pt "Times New Roman"">
</span></span><u></u>What does the note say?<u></u><u></u></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span>3.<span style="font:7.0pt "Times New Roman"">
</span></span><u></u>Does a note also appear within your openURL resolver, and what does that look like?<u></u><u></u></p>
<p class="m_161155044868177599MsoListParagraph"><u></u><span>4.<span style="font:7.0pt "Times New Roman"">
</span></span><u></u>How did you handle books from the same vendor that have different user restrictions? For example, we have ebrary books that have 1, 3 or unlimited users. Do you put the same note in every book from that vendor (that says something like,
“Connect to ebook for use restrictions,” or something generic like that), or do you divide up the books into different groups so you can give more precise notes? If you divide them up, how do you manage them in your knowledgebase? Do you keep custom lists?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">We have Serials Solutions for our knowledgebase and get some MARC records from them for ebooks. We have Summon and 360 Link for discovery and openURL linking, and Innovative Sierra for our ILS.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thanks for your help! If you can link me to examples that would be very helpful, too.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Amy<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Amy Fry<u></u><u></u></p>
<p class="MsoNormal">Associate Professor, E-resources Librarian<u></u><u></u></p>
<p class="MsoNormal">Jerome Library<u></u><u></u></p>
<p class="MsoNormal">Bowling Green, OH 43403<u></u><u></u></p>
<p class="MsoNormal"><a href="mailto:afry@bgsu.edu" target="_blank">afry@bgsu.edu</a><u></u><u></u></p>
<p class="MsoNormal"><i>email is the best way to reach me</i><u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
</div></div></div>
</div>
<br>______________________________<wbr>_________________<br>
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<br></blockquote></div><br></div>