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1 | Field Name | Value | UMA Value Change | UMA Definition/Use | |||||||||||||||||||||
2 | New Resource | ||||||||||||||||||||||||
3 | Name | open text | N/A | Use title in 245 field from ALEPH. Use aliases for local variations. | |||||||||||||||||||||
4 | Description | open text | N/A | Potentially a public field to feed collection description; DBLocator description? | |||||||||||||||||||||
5 | Provider | open text | N/A | from Organizations list; "The organization or service that supplies electronic access to the electronic content" DLF ERMI | |||||||||||||||||||||
6 | URL | open text | N/A | for accessing content; comes from 856 in the holdings record | |||||||||||||||||||||
7 | Alt URL | open text | N/A | ||||||||||||||||||||||
8 | Format | Electronic | N/A | ||||||||||||||||||||||
9 | Print+Electronic | N/A | |||||||||||||||||||||||
10 | Acquisition Type | Access Fee | Use for access, service or content fee paid annually on a one-time purchase. | ||||||||||||||||||||||
11 | Credit Card | ||||||||||||||||||||||||
12 | Deposit Account | e.g. OCLC, EBL DDA | |||||||||||||||||||||||
13 | Free | use if no payment expected from us, but other organization pays? | |||||||||||||||||||||||
14 | Free with Print | ||||||||||||||||||||||||
15 | Gift | Use if library is receiving funding as gift to pay | |||||||||||||||||||||||
16 | Membership | ||||||||||||||||||||||||
17 | Multi-year renewal, payment only | use for non-terminal year of multi-year agreement | |||||||||||||||||||||||
18 | No Payment Expected | use if vendor is "gifting" this to us | |||||||||||||||||||||||
19 | Payment on Master Record | Add Alias: Master Title with title of Resource master record, or fill in "Parent" field? | |||||||||||||||||||||||
20 | Paid | Purchase | Order record, one time payment | ||||||||||||||||||||||
21 | Renewal | Ongoing subscription | |||||||||||||||||||||||
22 | Standing Order | No workflow as releases are erratic, but complete acquisitions details upon payment | |||||||||||||||||||||||
23 | Trial | ||||||||||||||||||||||||
24 | Resource Type | database | ALEPH order material type, with some exceptions | ||||||||||||||||||||||
25 | ebook | ||||||||||||||||||||||||
26 | ebook package | ||||||||||||||||||||||||
27 | ejournal | ||||||||||||||||||||||||
28 | ejournal package | ||||||||||||||||||||||||
29 | image | ||||||||||||||||||||||||
30 | streaming file | ||||||||||||||||||||||||
31 | tool | ||||||||||||||||||||||||
32 | Notes | open text | |||||||||||||||||||||||
33 | |||||||||||||||||||||||||
34 | Product | ||||||||||||||||||||||||
35 | Name | inherited from new resource | N/A | ||||||||||||||||||||||
36 | Description | inherited from new resource | N/A | ||||||||||||||||||||||
37 | URL | inherited from new resource | N/A | ||||||||||||||||||||||
38 | alt URL | inherited from new resource | N/A | ||||||||||||||||||||||
39 | Parent | open text | N/A | Use for children of a package | |||||||||||||||||||||
40 | ISSN/ISBN | open text | N/A | add e-ISSN for journals? | |||||||||||||||||||||
41 | Format | Electronic - inherited from new resource | |||||||||||||||||||||||
42 | Print+electronic - inherited from new resource | ||||||||||||||||||||||||
43 | Type | See Resource Type under New Product | |||||||||||||||||||||||
44 | Archived | check box | N/A | No longer available but want to retain record | |||||||||||||||||||||
45 | Organizations | ||||||||||||||||||||||||
46 | Role | dropdown inherited from organizations | N/A | Add roles for vendor, publisher, platform in addition to provider added upon record creation. | |||||||||||||||||||||
47 | Organization | dropdown inherited from organizations | |||||||||||||||||||||||
48 | Aliases | ||||||||||||||||||||||||
49 | Alias Type | Dropdown types - abbrev., alt. name, name change, UUIC | N/A | Add alternate names, aka, in open text field, e.g. Ad$pender = alter. name AdSpender. | |||||||||||||||||||||
50 | Subject | Dropdown - terms added by admin | Match Website collection subjects | ||||||||||||||||||||||
51 | Additional Notes | ||||||||||||||||||||||||
52 | Note Type | Access details | Note other campuses or consortia included in license. Notes on available titles/lists if records apply to multiple resources and are stored in License record. Add these in the Access tab | ||||||||||||||||||||||
53 | Access problem | Add these in the Access tab | |||||||||||||||||||||||
54 | Acquisition details | Add these in the Acquisitions tab | |||||||||||||||||||||||
55 | Branding | Use on organization record? | |||||||||||||||||||||||
56 | Cataloging details | Add these in the Cataloging tab | |||||||||||||||||||||||
57 | EDS HLM | Add note in Access tab if we need to activate in EDS Holdings Mgmt | |||||||||||||||||||||||
58 | General | ||||||||||||||||||||||||
59 | Initial note | ||||||||||||||||||||||||
60 | Licensing details | Add these in Licensing areas | |||||||||||||||||||||||
61 | Package review | Add to Access tab | |||||||||||||||||||||||
62 | Product details | Add these in Product tab | |||||||||||||||||||||||
63 | |||||||||||||||||||||||||
64 | Notes | open text | N/A | ||||||||||||||||||||||
65 | |||||||||||||||||||||||||
66 | Acquisitions | ||||||||||||||||||||||||
67 | Acquisitions Information/Order | ||||||||||||||||||||||||
68 | Acquisition Type | See Acquisition Types under "New Resource" | |||||||||||||||||||||||
69 | Order Number | open text | N/A | use ALEPH order number corresponding to type | |||||||||||||||||||||
70 | System Number | open text | N/A | ALEPH Bib # | |||||||||||||||||||||
71 | Sub Start | text/calendar | N/A | For continuing resources/subscriptions only. Enter CURRENT subscription start | |||||||||||||||||||||
72 | Current Sub End | text/calendar | N/A | For continuing resources/subscriptions only. Enter CURRENT subscription end | |||||||||||||||||||||
73 | Enable Alert | check box | N/A | check this box if resource is a continuing payment/subscription for which we have a workflow | |||||||||||||||||||||
74 | Purchasing Site(s) | ||||||||||||||||||||||||
75 | Other campus Dept | select if another campus dept contributes ?? | |||||||||||||||||||||||
76 | Other UMass campus | select if selected other UMass campus pays, ie. UMass Medical Center | |||||||||||||||||||||||
77 | UMA Libraries | select if we are entirely responsible or partially with one of the above | |||||||||||||||||||||||
78 | UMass System | select if resource is purchased on system level | |||||||||||||||||||||||
79 | Add Five Colleges? | ||||||||||||||||||||||||
80 | Cost History | New with version 1.3 | |||||||||||||||||||||||
81 | Year | open text | enter fiscal year of payment | ||||||||||||||||||||||
82 | Sub Start | open/calendar | start of cost line subscription | ||||||||||||||||||||||
83 | Sub End | open/calendar | end of cost line subscription | ||||||||||||||||||||||
84 | Fund | open text | N/A | use Budget from ALEPH e.g. Electronic Resources, One-time Serials , Selector XX, etc. No longer need to add year with version 1.3 | |||||||||||||||||||||
85 | Payment | open text | N/A | $ amount for which UM-Amherst is responsible. Add note if total amount of invoice is different, shared. | |||||||||||||||||||||
86 | Currency | dropdown | N/A | ||||||||||||||||||||||
87 | Type | One time | use for purchase record, including those purchases that have ongoing access/content fee | ||||||||||||||||||||||
88 | Ongoing | use for subscription | |||||||||||||||||||||||
89 | One time with ongoing access/content fee | use for ongoing access/content record of resource that has been purchased | |||||||||||||||||||||||
90 | Cost details | dropdown | how do we want to use this? Christine will add options, e.g. total amount paid, shared cost | ||||||||||||||||||||||
91 | shared payment | For resources that we share cost with other department or campus | |||||||||||||||||||||||
92 | 11ths formula | For Five Colleges resources | |||||||||||||||||||||||
93 | pro-rated | For payment for partial year or that includes a credit | |||||||||||||||||||||||
94 | Note | open text | add details if payment is odd | ||||||||||||||||||||||
95 | Invoice | open text | Add invoice # | ||||||||||||||||||||||
96 | Purchasing Site(s) | ||||||||||||||||||||||||
97 | check box | Main Library | UMA Libraries | use for organization purchasing resource, the one making payment to the vendor. | |||||||||||||||||||||
98 | Other Campus Department | add Acquisitions Details note | |||||||||||||||||||||||
99 | Other UMass Campus | add Acquisitions Details note | |||||||||||||||||||||||
100 | UMass System |