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Unit: E-Resources/Cataloging
Date last updated: 07/29/2016
Date of next review: May 2017 May 2023
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E-Resources Unit staff receive a request to process a licensed resource via the Networked Electronic Resource Form (NERF), located at https://nerf.library.cornell.edu/nerf.php. Once the NERF is submitted, it is automatically entered into the e-resources tracking system. Items are processed according to the E-Resources Priorities & Expectations Statement: Requests for New or Enhanced Access to a Particular E-resource or Aggregator,http https://ltsconfluence.library.cornell.edu/ltsx/rsm/expectR4fxBg . Note: the terms, “NERF” and “e-resources tracking system” may be used interchangeably in parts of this document.
SearchingAnchor A1 A1
E-resources staff search Voyager FOLIO to see if we already have a record for the requested resource. It we have an existing bibliographic record, verify with the selector that it is the same resource as requested in the NERF. The NERF is given either “Cancelled” status or processed further.
If the title is not a duplicate, or if we are ordering another version of an existing resource, E-resources staff will search Serial Solutions under “All TitlesEbsco Holdings Management under “Titles.” If there are no hits, search under “journal,” “book,” “other,” “database,” or “provider.” Notate “in serial solutions” ebsco” or “not in serial solutions” ebsco” in the NERF “Description and access comments” field.
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ORDER RECORD CREATION Anchor A3 A3
When ready to create a Voyager FOLIO record, export an appropriate catalog record from OCLC, if available, or create a preliminary record using the appropriate Voyager templatein Inventory. Preliminary records should include a title, publisher, and URL (if available). If the record in FOLIO is not in MARC, notify Pam Stansbury to request a MARC record.
Suppress the bibliographic and attached holdings record until a working link is provided and full access is confirmed. All proprietary (restricted) resource URLs must contain the "check IP" prefix and the correct resource rights stringproxy" prefix (http://proxy.library.cornell.edu/login?url=). Create a PURL for integrating resources, and other resources as needed; refer to LTS Procedure #123. Purchase orders will be attached to order records.
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Resource licensed for Cornell use. Some resources licensed for general Cornell use are accessible only through a vendor-assigned username and password. Email Library Systems at library-systems@cornell.edu to ascertain if access via scripting is feasible. If scripting is not possible, licensing NOTE: Generally, scripting is not an option - webpages are not usually designed to allow for easy scripting, and no programmers are currently assigned to do any scripting. It is strongly recommended to find other methods of access, such as by having a reference desk handle requests from patrons. Licensing staff will contact the vendor about other means for authenticating users.
Resource licensed for use only at specific workstations. Include both a 506 general access restrictions note and an 856 $z note with specific access instructions in the Voyager record. The Mfhd Holdings location must be something other than SERV,REMO"serv,remo" (generally the library location of the specific workstation).
EZ PROXY TO ENSURE SMOOTH ACCESS FROM OFF-CAMPUS Anchor A4 A4
New resources with new domains need to be added to EZproxy. New resources with existing existing domains in the EZproxy config file do not need new entries in most cases. Please refer to this document for instructions:
https://confluence.cornell.edu/display/ersm/PURL+and+EZ+ProxyEZproxy
CATALOGING OR BATCH PROCESSING OF MARC RECORDSAnchor A5 A5
Once the resource has been activated, e-resources staff unsuppress the bib and holdings records, and notify the appropriate cataloging staff via the NERF. If batch records are required, E-resources staff or Batch Processing staff will handle the MARC record selection; they will consult with Cataloging staff as needed.
Aggregators / special projects. Guidelines for the processing of aggregations and other sets of electronic resources may vary from those listed above on a project-by-project basis.
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This document provides local usage guidelines and examples for cataloging electronic resources in VoyagerFolio. For a complete list of field definitions, appropriate tags, and national standards, consult MARC21 and the Program for Cooperative Cataloging (PCC) for BIBCO and CONSER documentation.
While it is important for us to conform to both national standards and local policy, keep in mind that standards and policies for the cataloging of e-resources are still in flux a moving target and may change frequently.
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Follow MARC21 bibliographic guidelines for the use of the 006, 007, and 008 fields. For networked resources, use an 007 for Electronic Resource, with "Specific Material Designation" set to "r" (remote). Code other bytes as appropriate.
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538 -- System requirements. For remote access files, this note identifies a specific program or type of program needed for use with the file, or special hardware requirements. Use only to record non-standard system requirements.
538 -- Mode of access. This field is required only to record non-standard modes of access.
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653 -- Local Subject Captions. Use only on records for Database Names. See E-Resources: Local MARC fields (LTS Procedure #96b)
7XX -- Added entries. For full-level cataloging, trace persons or corporate bodies listed in the 245 $c that are not used as main entry and those listed in the 260. If considered important, persons and corporate bodies mentioned in notes may be traced at the discretion of the cataloger.
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856 -- Electronic location and access Check the URL to be sure it is correct. E-Resources staff will add $i codes, which are used for linking license terms in the public display of resources.
899 -- Local series code. Assigned by E-Resources staff.
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948 -- Local statistics and marker field. Code Indicate the $f Special special format appropriately for the type of electronic resource. 975 -- Gateway genre designation. See Local MARC Fields document. Use only on records for Database Names.with the "Statistical code" field in Inventory.
Holdings and item records. Use the location "serv,remo" and "$k ONLINE" in the Mfhd 852 "Call number prefix" for all networked electronic resources. Additional access notes may be added to the "Holdings notes" field in the FOLIO holdings record.
Call number. Include $kONLINE. Use an An LC-type call number is required for Database Names resources only. An LC-style call number can be assigned to any eresource, per cataloger judgement. If the electronic resource is essentially a reproduction of a print version owned by Cornell, add the work letter "b" to the last element in the call number for the electronic version to distinguish it from the print call number. For unclassified resources, use the text "No call number" in 852 subfield h. Make sure the first indicator of the 852 is "8the "Call number" field. In these cases, make sure the Call number type" is "Other scheme".