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Procedures
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- Timeline
for Selection Process of Electronic Resources
[Coll Dev]
- To assist in the sequence of events during the pre-order process
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- Branding
Setup [Coll Dev] [Acq] [Pub]
- Basic information about branding needs for Yale Library subscribed
products.
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- 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.
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- 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.
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- 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.
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- 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.
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- 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
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- 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
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- 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.
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- 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.
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- 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.
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- 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.
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- 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.
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- Legacy
Data Process [Coll Dev] [Acq]
- What to do with residual physical formats of networked resources.
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- License
Tracking Form [Coll Dev] [Acq] [Pub]
- Use this form when dealing with a license to keep track of the
process.
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- Reviewing
a License [Coll Dev] [Acq] [Pub]
- Basic information for library staff reviewing licenses.
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- 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.
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- Troubleshooting
Workflow [Coll Dev] [Pub]
- Suggestions for issues to probe during troubleshooting.
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- Usage
Statistics Requirements [Coll Dev] [Acq] [Pub]
- Basic information for contacts requesting usage statistics from
vendors.
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