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Field NameValueUMA Value ChangeUMA Definition/Use
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New Resource
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Nameopen textN/AUse title in 245 field from ALEPH. Use aliases for local variations.
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Descriptionopen textN/APotentially a public field to feed collection description; DBLocator description?
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Provideropen textN/Afrom Organizations list; "The organization or service that supplies electronic access to the electronic content" DLF ERMI
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URLopen textN/Afor accessing content; comes from 856 in the holdings record
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Alt URLopen textN/A
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FormatElectronicN/A
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Print+ElectronicN/A
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Acquisition TypeAccess FeeUse for access, service or content fee paid annually on a one-time purchase.
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Credit Card
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Deposit Accounte.g. OCLC, EBL DDA
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Freeuse if no payment expected from us, but other organization pays?
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Free with Print
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Gift
Use if library is receiving funding as gift to pay
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Membership
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Multi-year renewal, payment onlyuse for non-terminal year of multi-year agreement
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No Payment Expecteduse if vendor is "gifting" this to us
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Payment on Master RecordAdd Alias: Master Title with title of Resource master record, or fill in "Parent" field?
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PaidPurchaseOrder record, one time payment
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RenewalOngoing subscription
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Standing OrderNo workflow as releases are erratic, but complete acquisitions details upon payment
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Trial
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Resource TypedatabaseALEPH order material type, with some exceptions
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ebook
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ebook package
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ejournal
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ejournal package
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image
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streaming file
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tool
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Notesopen text
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Product
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Nameinherited from new resourceN/A
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Descriptioninherited from new resourceN/A
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URLinherited from new resourceN/A
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alt URLinherited from new resourceN/A
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Parentopen textN/AUse for children of a package
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ISSN/ISBNopen textN/Aadd e-ISSN for journals?
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FormatElectronic - inherited from new resource
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Print+electronic - inherited from new resource
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TypeSee Resource Type under New Product
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Archivedcheck boxN/ANo longer available but want to retain record
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Organizations
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Roledropdown inherited from organizationsN/AAdd roles for vendor, publisher, platform in addition to provider added upon record creation.
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Organization dropdown inherited from organizations
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Aliases
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Alias TypeDropdown types - abbrev., alt. name, name change, UUICN/AAdd alternate names, aka, in open text field, e.g. Ad$pender = alter. name AdSpender.
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SubjectDropdown - terms added by adminMatch Website collection subjects
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Additional Notes
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Note TypeAccess detailsNote 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
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Access problemAdd these in the Access tab
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Acquisition detailsAdd these in the Acquisitions tab
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BrandingUse on organization record?
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Cataloging detailsAdd these in the Cataloging tab
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EDS HLMAdd note in Access tab if we need to activate in EDS Holdings Mgmt
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General
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Initial note
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Licensing detailsAdd these in Licensing areas
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Package reviewAdd to Access tab
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Product detailsAdd these in Product tab
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Notesopen text N/A
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Acquisitions
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Acquisitions Information/Order
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Acquisition TypeSee Acquisition Types under "New Resource"
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Order Numberopen textN/Ause ALEPH order number corresponding to type
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System Numberopen textN/AALEPH Bib #
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Sub Starttext/calendarN/AFor continuing resources/subscriptions only. Enter CURRENT subscription start
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Current Sub Endtext/calendarN/A
For continuing resources/subscriptions only. Enter CURRENT subscription end
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Enable Alertcheck boxN/Acheck this box if resource is a continuing payment/subscription for which we have a workflow
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Purchasing Site(s)
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Other campus Deptselect if another campus dept contributes ??
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Other UMass campusselect if selected other UMass campus pays, ie. UMass Medical Center
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UMA Librariesselect if we are entirely responsible or partially with one of the above
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UMass Systemselect if resource is purchased on system level
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Add Five Colleges?
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Cost HistoryNew with version 1.3
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Yearopen textenter fiscal year of payment
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Sub Startopen/calendarstart of cost line subscription
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Sub Endopen/calendarend of cost line subscription
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Fundopen textN/Ause Budget from ALEPH e.g. Electronic Resources, One-time Serials , Selector XX, etc. No longer need to add year with version 1.3
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Paymentopen textN/A$ amount for which UM-Amherst is responsible. Add note if total amount of invoice is different, shared.
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CurrencydropdownN/A
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TypeOne timeuse for purchase record, including those purchases that have ongoing access/content fee
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Ongoinguse for subscription
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One time with ongoing access/content feeuse for ongoing access/content record of resource that has been purchased
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Cost detailsdropdownhow do we want to use this? Christine will add options, e.g. total amount paid, shared cost
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shared paymentFor resources that we share cost with other department or campus
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11ths formulaFor Five Colleges resources
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pro-ratedFor payment for partial year or that includes a credit
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Noteopen textadd details if payment is odd
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Invoiceopen textAdd invoice #
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Purchasing Site(s)
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check boxMain LibraryUMA Librariesuse for organization purchasing resource, the one making payment to the vendor.
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Other Campus Departmentadd Acquisitions Details note
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Other UMass Campusadd Acquisitions Details note
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UMass System