See Best Practices for Decision Pages and Tags for groups
Legend: NOT STARTED STALLED DECIDED
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 to replace the discovery, collocation, and management functions of the 930/973.
Impact
Stakeholder group | Impact |
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Discovery |
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Resource Management |
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Electronic Resources |
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Reasoning
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
Electronic Collections records in Alma provide variable fields in which the older 930/973 can be preserved
The local patron use of/interest in preserving the 930/973 for discovery on Primo VE can be determined by individual campuses
Depending on the bibliographic record policy adopted for multi-part electronic collections, 930/973 can be made searchable in individual campus Primo VE indexing
Alma Analytics Dashboard can be used to create views that collect electronic content for Collection Development purposes without the 930/973
Most bibliographic content in the Network Zone managed by CDL are from the SFX instance and are currently discoverable without the 930/973
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 that pursuing an all-CZ or all-ILS electronic collection 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 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
Who are the patron groups and staff who use the 930/973 to search in Primo VE?
What are the staff time and resources needed to provide instruction on new search strategies to replace the 930/973?
What are the staff time and resources needed to activate and manage electronic resources at the local level?
This question will need to be answered for various scenarios:
Standalone portfolios vs Electronic Collections
DDA or purchased content
Community Zone linked content vs non-Community Zone linked content
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
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