930/973 fields - practice for continued use

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Recommendation

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

    • Exceptions can be made for local special collections

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

    • Any testing/clean-up of bibliographic records should consider that 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 930 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 to use 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

Reasoning

1. The maintenance of the 930/973 for eBook and eJournal collections for Alma users can be replaced by collocating electronic resource portfolios into electronic collections

2. Electronic Collections records in Alma provide variable fields in which the older 930/973 can be preserved

3. The local patron use of/interest in preserving the 930/973 for discovery on Primo VE can be determined by individual campuses

4. Depending on the bibliographic record policy adopted for multi-part electronic collections, 930/973 can be made searchable in individual campus Primo VE indexing

5. Alma Analytics Dashboard can be used to create views that collect electronic content for Collection Development purposes without the 930/973

6. Most bibliographic content in the Network Zone managed by CDL are from the SFX instance and are currently discoverable without the 930

Background

• Electronic Collection names already exist for CZ-linked records

• Electronic Collections activated from SFX and/or linked to the CZ – particularly databases and ebooks – are often attached to poor quality bibliographic records

• Electronic Collections names from CZ may differ from 930/973 package names

• If 930/973 names differ from CZ-linked Electronic Collections names, they are not currently searchable in the Database name search in Primo VE

• For campuses that are newly migrated to Alma and Primo VE, CZ-linked bibliographic records, portfolios, and electronic collections in Alma are created from the SFX data load and duplicate ILS bibliographic records

  • These campuses are still dependent on the 930/973 to identify and manage their existing local collections

Dependencies

• Discovery Configuration changes are required to make the 930/973 available for patron searches

• It is possible to have hybrid records: CZ-linked Electronic Collections/Portfolios attached to non-CZ bibliographic records

  • This process is more time-consuming than pursuing an all-CZ or all-ILS electronic inventory policy

• It is possible to create local Electronic Collections using local electronic portfolios without linking to the CZ

• CZ-linked bibliographic records would need to be un-linked and made local in order to add any local extensions

• CZ-linked electronic collections are automatically updated and maintained by vendors and Ex Libris in the CZ and these changes can be manually reviewed in the Community Zone Updates Task List

• CZ-linked electronic portfolios and collections can provide accurate article-, chapter-, entry-level linking in Primo VE through the CDI, whereas standalone portfolios from the ILS do not

• 930/973 fields in MARC records are not recognized by CDI

Questions to consider

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

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