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See Best Practices for Decision Pages and Tags for groups

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Page Properties

Status

Status
colourYellow
titleIN PROGRESS

Description

Phase 4 assignment. These fields are used by CDL and campuses to pull together e-resource packages. There is a need to evaluate how effective these are and whether Alma has a better alternative, including relying on on e-resource Collection Names instead

Decision summary

Owning group

ERES+ [email contact] ERES (Paula Pascual)

Approver

Consulted

Informed

Decision-making process

Priority

Target decision date

[type // to add Date]

Date decided

[type // to add Date]

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The E-Resources group recommends that the use of the 930/973 in the collocation of electronic collections be determined by local Resource Management and Discovery needs at individual campuses. We also recommend the creation of Electronic Collections in Alma to replace the discovery, collocation, and management functions of the 930/973

Note: While our recommendation groups the 930 and 973 fields together, use of the 930 in Alma is limited to CDL, while the 973 is the equivalent field for local campuses.

  • Impact on Resource Management for local campus Alma IZs

    • Local campuses may continue to use the 973 for local procedures and needs regarding the collocation and discovery of electronic resource packages and collections

    • Local campuses may continue to use the 973 and 930 for retroactive clean-up of migrated electronic collection records

    • Most of the electronic collection and portfolio records activated/managed by CDL in the Network Zone do not have 930 fields

    • If 930 fields are present in CDL-managed content, local campuses should not depend on the continued adding/updating of the field by SCP as that field will only be used according to SCP’s internal electronic collection needs, not for UC-wide collocation

  • Impact on Resource Management for SCP:

    • SCP may continue to use the 973 in local procedures and needs regarding the collocation of electronic resource packages and collections

Impact on Discovery in Primo VE at local campuses

  1. Because the use of the 930 is no longer consistent for CDL-managed resources, it can no longer be used to reliably collocate and present electronic packages, databases, and collections in Primo VE

  2. If local campuses continue the 973, it should be used to store legacy collection information for staff use only, not for discovery

  3. The 930 is no longer a source of reliable guidance for creating local 973s for local management or discovery

  4. Local campuses should identify other methods of collocating electronic resources and collections for the purposes of patron discovery and Primo VE testing by staff

Impact

Stakeholder group

Impact

DISC

  • Local Discovery teams can determine patron and staff use of 930/973 in Primo VE search and in their Database A-Z Lists

RM

  • Local Cataloging departments can determine the needed campus resources to create and maintain 930/973 in IZ bibliographic records as part of routine maintenance

  • Local Cataloging departments can determine the work needed to create electronic collections from existing standalone electronic inventory using the old 930/973

  • Using 930/973 for prospective work will primarily pertain to Special Collections, although these can also be organized into IZ collections to automate management

ERES

  • In the absence of the 930/973, local e-resources units can activate Community Zone electronic collections and databases without manual changes to Electronic Collection Names

  • Changes to collections are easier to manage when they are in Electronic Collections rather than standalone portfolios

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  1. Who are the patron groups and staff who use the 930/973 to search in Primo VE?

  2. What are the staff time and resources needed to provide instruction on new search strategies to replace the 930/973, if needed?

    1. What changes to communication are required?

    2. How will changes be managed on the website, LibGuides, and other public-facing content?

  3. What are the staff time and resources needed to activate and manage electronic resources at the local level?

    1. This question will need to be answered for various scenarios:

      1. Standalone portfolios vs Electronic Collections

      2. DDA or purchased content

      3. Community Zone linked content vs non-Community Zone linked content

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Notes 3-10-2022
Recommendation to CDL? - CDL could use this for their own internal purposes
Discovery Users, who are they? Faculty, librarians, students, / instructions for new ways of search? education issue?
No E-collection no article level results
Michelle to get CDL rep, and talk with Discovery Ops

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Action Log

Status

Action/Point Person

Expected Completion Date

Notes

Paula Pascual

From RM:

  • Delineate the difference between what is allowed in the 973 and 930

  • Main “use case of concern” is collocating resources. Varies widely by campus, so recreating functionality is a local issue. Recommend pointing out the impact that inconsistent use of these fields will have on Primo (highlight that this is not the way to collocate resources anymore)

From DISC:

  • 973 for legacy data collection (Staff only) or non-e-Resources collection

  • doubt that the ERES decision will have any impact on discovery

 

  • Still need to finalize alternative solutions for collocating e-resources.

  • DISC likely not considering staff as “standard user” when determining impact on discovery

  • Might have discovery impact on smaller sets of users