How a MARC record for an individual e-book title gets into our catalog depends on the publisher and source of the records. Some come as part of packages and some are ordered on a title-by-title basis. The Batch loads are tracked via this Trello Board. Other loads such as through the DP or FC are tracked in the 5C In Common eResources Spreadsheet.

For guidance on MARC tags, indicators, and subfields, see OCLC Bibliographic Formats and Standards.

For those titles that are ordered on a title-by-title basis such as Gale eBooks, please check with the Batch Loading Team by emailing metadatahelp@umass.libanswers.com for more information.

For more guidance on metadat quality, go to E-resource record quality checklist

1. Look up record in FOLIO Inventory and Connexion.

1. Copy and paste URL from holdings record into web browser to view resource and make sure you can get to the eResource

1. Note down the OCLC number for the record you select. This OCLC record needs to have information in English or 'eng' as the Language of cataloging.

In the fixed fields check to make sure:

BLvl Bibliographic Level is coded m for monograph

Form ‘o’ (online)

In the fixed fields check to make sure:

Form ‘o’ (online)

BLvl Bibliographic Level is coded:

i for updating websites and updating databases

s for e-journals

There is an 006

There is an 007

Ensure your record has the correct titles (variants titles), subtitles, and a Statement of Responsibility (Author) – If there is a statement of responsibility for the resource make sure it is accurate in the record.

250 Edition statement: - If present in the record check the 250 field to help identify matching editions.

264 Publication information (includes place, publisher and date of publication) (Check OCLC Bib Formats for indicators and subfield information)

300 Physical Description: If the resource has pagination make sure it is accurate in the record

362 (For continuing resources only): check 362 field for accurate Dates of Publication

RDA records should have the following 3xx fields:

336 text ǂb txt ǂ2 rdacontent. RDA Content term and code list

337 computer ǂb c ǂ2 rdamedia. RDA media term and code list

338 online resource ǂb cr ǂ2 rdacarrier. RDA Carrier term and code list

6XX Subject At least one subject must be present unless it is a book of literature.

1XX or 7XX Author/editor

If a person is named in 245$C, either a 1XX or 7XX entry must be present in the record.

If edits are made to record in Connexion, replace record in Connexion and overlay Aleph record. (Make sure to delete the 856 from the bib in Aleph after overlaying though!)

Search OCLC and overlay a better record if record is not up to FASTCAT standards.

Don't forget to move the URL from the bib to the holdings record in Aleph after you export the record!

Add 910 with initials and date

Add 928 AUTHORITY

Make sure the item record is coded properly:

For item record:

Sublibrary = UMDUB

Collection = UWWW

Material type = choose ejournal, ebook, datab or whatever is most appropriate

Item status = 04 Internet

Make sure that the call number is set to the phrase “Online”. - Other Schema - Online

Make sure the 856 field is in the holdings record and not in the bib. Indicators should be 40.

Licensed resources can have our proxy prefix or use Shibboleth. If Shibboleth is needed, do not add anything to the url. If a proxy is need, add the prefix in front of the url. The silk prefix is: http://silk.library.umass.edu/login?url=

The URL to the resource should follow the silk prefix so together it would look like this: http://silk.library.umass.edu/login?url=http://next.srds.com

Subfield z should say: UMass: Link to resource

For an additional copy of a purchased e-resource:

If the links are the same between all copies

1. Keep just the one url in the 856 field in the Holdings record
2. Record an access note in the bib record in MARC field 506 to indicate the level of access if one isn’t present or doesn’t capture the new level of access for all additional copies
3. A note can also be added to the order record to say that there is only 1 bib/hol/item for all the copies (should be done by Acquisitions)

If the links are different between copies

1. Add another 856 to the Holdings record
2. Add a MARC field 506 (or amend if already present) to indicate the level(s) of access for all copies

Primary contact: Meghan Bergin