WORKFLOW FOR ORDERING AND CATALOGING ELECTRONIC RESOURCES

The process begins with CIP receiving an Electronic Resource Form via the erline for an index, database, or other reference resource.

If a purchase order is required:

  1. The Cataloger creates a provisional Bibliographic Record using the BibElectronic template. If the resource is already available, the Cataloger completes the Holdings Record using the HoldElectronic template.
  2. The Cataloger saves the Electronic Resources Notification Form to

V:\Processing\Electronic Resources\ER Forms\To be Ordered.

(Change the file name to the title of the resource as listed in the 245 field.)

  1. The Cataloger notifies the Director of Financial Management via the erline of the bibliographic record number.
  2. The Director of Financial Management creates the purchase order and moves the Electronic Resources Notification Form to

V:\Processing\Electronic Resources\ER Forms\Ordered

Or if the resource is already available to

V:\Processing\Electronic Resources\ER Forms\To be Cataloged.

  1. The Electronic Resources Librarian alerts CIP staff via the erline when the resource is available.
  2. The Cataloger completes the cataloging and moves the Electronic Resource Notification form to:

V:\Processing\Electronic Resources\ER Forms\Cataloged.

If a purchase order is not required:

If no purchase order is required, this usually means that the resource is already available as part of a print subscription or as part of an package such as TexShare or First Search.

 

  1. Cataloger creates a provisional record using the BibElectronic template. If using the single record approach, Cataloger identifies the appropriate bibliographic record.
  2. The Cataloger creates the Holdings Record using the HoldElectronic template.
  3. The Cataloger saves the Electronic Resources Notification form to:

V:\Processing\Electronic Resources\ER Forms\To be Cataloged

(Change the file name to the title of the resource listed in the 245 field.)

  1. The Cataloger completes the cataloging. and moves the Electronic Resources form to:

V:\Processing\Electronic Resources\ER Forms\Cataloged

 

 

 

NCR  12/12/2003

 

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For questions about the content of this page, please contact Nancy Rubenstein nrubenst@mail.smu.edu

This page is maintained by Angela Laack and John Milazzo.

Last updated 12/12/2003