Managing Electronic Resources at Yale University Library

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This will only search those materials housed in the ecollections directory. The below links go to many other places as well.

Procedures

Tools

Information/Communication

Policies

Projects

Committee Information

Procedures

Timeline for Selection Process of Electronic Resources [Coll Dev]
To assist in the sequence of events during the pre-order process
Branding Setup [Coll Dev] [Acq] [Pub]
Basic information about branding needs for Yale Library subscribed products.
CD-ROMs with books +sample letter+ +license+ [Acq]
Any CD-ROMs accompanying other materials with licenses can be dealt with by informing the publisher we plan to use the materials under our own terms.
Checklists for Evaluation [Coll Dev] [Pub]
To ensure that an evaluator of a new resource has not overlooked an area that needs evaluation. Could also be used to review an existing product.
Guidelines for Shifting Journals from Print to Electronic-only Access [Coll Dev] [Acq] [Pub]
These guidelines are for use when deciding to move from reliance on a print journal subscription to electronic-only access.
Considering CDs (SML) [Coll Dev] [Acq] [Pub]
A memo to SML/CCL selectors about the pitfalls of acquiring CDs. Useful for those acquiring CDs in other units.
E-Journal Cataloging Request Form [Coll Dev] [Cat]
Used to inform the cataloging department that an electronic journal is activated and needs [upgraded] cataloging in Orbis
E-Resource Cataloging Request Form [Coll Dev] [Cat]
Used to inform the cataloging department that an electronic resource is activated and needs [upgraded] cataloging in Orbis
E-Resources Order Form for New Orders (SML) [Coll Dev] [Acq]
This is the SML version of this form. Please note that individual units may have modified versions of this document for their own use. Other versions that are electronically available will be added here as requested. To be used to request an order / payment record to be created in Orbis. The old pdf form is still being used to request updates to order records for e-resources in Orbis.
E-Journals Workflow Template [Coll Dev] [Cat] [Acq] [Pub]
A template for library units who wish to devise their own workflow for electronic journals. This was reviewed by Joan Swanekamp and Marcia Romansky. There is a companion E-Resources workflow template.
E-Resources Workflow Template [Coll Dev] [Cat] [Acq] [Pub]
A template for library units who wish to devise their own workflow for electronic resources. This was reviewed by Joan Swanekamp and Marcia Romansky. There is a companion E-Journals workflow template.
E-Resources Workflow (SSLIS) [Coll Dev] [Cat] [Acq] [Pub]
This is SSLIS' workflow. Other units may wish to devise their own based on this document or using their own structure. Other versions that become electronically available will be added here as they are produced.
Guidelines for Activation of "Free-with-Print" Electronic Versions of Journals (DRAFT) [Coll Dev] [Acq]
Still needing approval from ASG and other acquisitions folks, this document lays out steps for activating electronic journals.
Legacy Data Process [Coll Dev] [Acq]
What to do with residual physical formats of networked resources.
License Tracking Form [Coll Dev] [Acq] [Pub]
Use this form when dealing with a license to keep track of the process.
Reviewing a License [Coll Dev] [Acq] [Pub]
Basic information for library staff reviewing licenses.
Responsibilities of E-Resource Contacts [Coll Dev] [Cat] [Acq] [Pub]
Still in the early stages of development, but is intended to proscribe the items that must be taken care of for each product or each vendor.
Troubleshooting Workflow [Coll Dev] [Pub]
Suggestions for issues to probe during troubleshooting.
Usage Statistics Requirements [Coll Dev] [Acq] [Pub]
Basic information for contacts requesting usage statistics from vendors.

 

Policies

Archive Statement [Coll Dev] [Pub]
The library's expectations with regard to perpetual access to networked information resources accessed from remote locations.
Criteria for Cataloging E-Resources [Coll Dev] [Cat] [Pub]
Defines and explains the criteria for defining credible insitutional support of networked information resources. These criteria are to be used to decide whether to "select" such resources for inclusion in our "collection" and therefore our catalog.
Best Practices Statement on Vendor Performance [Coll Dev] [Pub]
The performance standard we want all our e-resource vendors to live up to.
Draft Guidelines for Cataloging CD-ROMs at Yale [Cat]
Specifics for cataloging CDs
ITS Appropriate Use Policy [Coll Dev] [Acq] [Pub]
Rules about use of information technology, networked access, licensed hardware and software, and information resources
Serials Duplication in an Electronic Environment [Coll Dev] [Pub]
Recommendations on duplication issues. From the CDC Task Force on Serials Duplication in the Electronic Environment
Interface Grades 2001 [Coll Dev] [Pub]
Grades five interfaces on General Aspects, Searching, Retrieved Records, Help and Other Issues, and Technical points.
License Signing Policy [Coll Dev] [Acq] [Pub]
Indicates all licenses must be signed or approved by the designated person(s) and filed centrally.
Selection Criteria for Archiving [Coll Dev] [Pub]
Defines considerations and principles for assessing archival needs of electronic resources.

 

Projects

CORC [Cat]

E-Publishing Projects [Coll Dev] [Cat] [Pub]
Digital projects going on at Yale.

Metadata Task Group work [Coll Dev] [Cat] [Pub]

oss4lib [Coll Dev] [Cat] [Acq] [Pub]

VRA [Coll Dev] [Cat] [Pub]

YELMO [Coll Dev] [Cat] [Acq] [Pub]
A project to help create a portal for the library and minimize maintenance of multiple lists of e-resources.

 

 

Tools

Verde (using Intenet Explorer is recommended)
Verde is Yale University Library's electronic resource management system. For more Verde documentation for Yale see this page. If you need a password, contact a member of Electronic Collections.
 
Troubleshooting Report Form [Coll Dev] [Pub]
Used to report problems with e-resources
E-Journal Publisher Status Pages [Coll Dev] [Acq] [Pub]
Brief aid in determining the license negotiation status of various e-journal publishers. Also identifies individuals who are serving as primary activation contacts for particular publishers and/or pre-identified steps that can be taken to activate particular titles from a publisher.
YELMO access [Coll Dev] [Acq] [Pub]
Enables the creation of unit and subject specific weblists of ejournals, databases, and ebooks as well as administrative management data.
E-Resource Cataloging Request Form [Coll Dev] [Cat]
Used to inform the cataloging department that an electronic resource is activated and needs [upgraded] cataloging in Orbis
E-Resource Contacts [Coll Dev] [Acq] [Pub] [Cat]
Incomplete, but this shows the information that we hope to provide for most of our databases via an administrative database for e-resources.
E-Resources Order Form for New Orders (SML) [Coll Dev] [Acq]
This is the SML version of this form. Please note that individual units may have modified versions of this document for their own use. Other versions that are electronically available will be added here as requested. To be used to request an order / payment record to be created in Orbis. The old pdf form is still being used to request updates to order records for e-resources in Orbis.
IP lists [Coll Dev] [Acq]
IP addresses listed exclusively for authentication purposes when licensing electronic resources. They are not to be used for any other purpose. Information is updated here as soon as it is conveyed from network services.
Licensing Instructions [Coll Dev] [Acq]
These are specific instructions for license reviewers and negotiators. The file is restricted access. Contact Kim for password.
License Tracking Form [Coll Dev] [Acq] [Pub]
Use this form when dealing with a license to keep track of the process.
Orbis [Coll Dev] [Cat] [Acq] [Pub]
The web version of Orbis.
Reviewing a License [Coll Dev] [Acq] [Pub]
Basic information for library staff reviewing licenses.
Searching scanned Licenses [Coll Dev] [Pub]
Our licenses to e-searchable form. Not all licenses are here yet, but there are significant number.
Server Supported by LSO [Coll Dev] [Pub]
Who to call when if a locally supported server has problems.
Usage Statistics [Coll Dev] [Pub]
Use stats as supplied by the vendor. Contact Nisa if you have questions.
Yale Factsheet [Coll Dev] [Acq] [Pub]
Find here information on FTE enrollment, and other useful facts.

 

Information/Communication

E-Resource Contacts [Coll Dev] [Acq] [Pub] [Cat]
Incomplete, but this shows the information that we hope to provide for most of our databases via an administrative database for e-resources.
Databases List [Coll Dev] [Cat] [Pub]
The list of databases available via the Front Door
E-Journals List [Coll Dev] [Cat] [Pub]
The list of ejournals available. Produced from SFX ejournals masterfile.
Electronic Terminology Glossary [Acq]
Instruction developed for acquisitions staff to familiarize them with e-materials and terminology.
E-Publishing Projects [Coll Dev] [Cat] [Pub]
Digital projects going on at Yale.
E-Resource Record Loads [Coll Dev] [Acq] [Cat] [Pub]
Status of MARC Record loads.
Information Security Office [Coll Dev] [Acq] [Pub]
Contact the University Information Security Office to help resolve issues of license breaches (significant downloading, etc. from a resource).
Issues with Instructional Ports [Coll Dev] [Pub]
Preferences for establishing instructional ports for limited SU products.
Licensing Review Requests [Coll Dev] [Pub]
Send licenses needing review and approval to the license review team email.
Licensing Info Page [Coll Dev] [Cat] [Pub]
Summary information about permitted uses and links to scanned licenses for our e-resources. Old Licensing Info Page - phasing out.
Office of Institutional Research [Coll Dev] [Acq] [Pub]
Various counts of different aspects of university: enrollees in programs, faculty in different programs, majors in subjects, etc.
Orbis [Coll Dev] [Cat] [Acq] [Pub]
Our online catalog.
Privileges for E-Resources [Coll Dev] [Pub]
Non-Yale people buying privileges should know...
Response Time Report Form [Coll Dev] [Pub] [Acq]
Staff use to report response time issues.
Staff Page: Discussion Lists [Coll Dev] [Cat] [Acq] [Pub]
How to get on them, archives of them, etc.
Usage Statistics [Coll Dev] [Pub]
If a vendor supplied use stats, you should find that information here. Some stats are not yet converted, but there should still be a dead link indicating stats are available if you ask Nisa for them offline.

 

Committee Information

CERF funded Resources [Coll Dev]
What resources are being funded by the Central Electronic Resources fund?
Cataloging at Yale [Cat]
Internal information and documentation page of catalog department.
Collection Development Council [Coll Dev]
Information pages of the Collection Development Council.
CoDGeR [Coll Dev]
Info page of the Committee for Digital General Resources.
Digital Collections Task Force [Coll Dev] [Cat] [Pub]
Info page of the CDC Digital Collections Task Force
E-Cat Committee [Cat]
Info page of the Committee on Cataloging Electronic Resources.
Integrated Access Council [Coll Dev] [Cat] [Acq] [Pub]
Info page for the IAC
Medical Electronic Resource & Coordination [Coll Dev] [Pub]
Info page for MERCI
Public Interfaces Committee [Coll Dev] [Pub]
Info page for PIC

 


Yale Digital Initiatives © 2008 Yale University Library

Electronic Collections Department
Last modified: 09/20/07

http://www.library.yale.edu/ecollections/eresmanage.html