Oh past self, come here and let me kick you in the shins
Marie Kennedy (Loyola Marymount University)Anna Creech (University of Richmond)
Kristina DeShazo (Oregon Health & Science University)
ER&L 2014, Austin TX
Not all research comes from noble birth
Not all research comes from noble birth• Sometimes you’re just curious about the way
other people manage things
Not all research comes from noble birth• Sometimes you’re just curious about the way
other people manage things• And so you call them up and say, “Hey, I was
wondering something.”
Not all research comes from noble birth• Sometimes you’re just curious about the way
other people manage things• And so you call them up and say, “Hey, I was
wondering something.”• And the next thing you know you’re doing a
presentation together at ER&L.
Not all research comes from noble birth• Sometimes you’re just curious about the way other people
manage things.• And so you call them up and say, “Hey, I was wondering
something.”• And the next thing you know you’re doing a presentation
together at ER&L.• This is that kind of research.
Agenda
• In this presentation we will discuss NOTES, in all their manifestations, in managing electronic resources.• You will hear from librarians who use different
library systems.• We’ll show examples from those systems for
how NOTES are formatted• Innovative Sierra (Marie!)• Voyager / ProQuest (Anna!)• Innovative to Alma (Kristi!)
Our goals
•Learn from each other•Share what we learn with you• Improve our use of NOTES in systems as a result of this presentation
We’ve asked ourselves the following questions:
•Why do we write notes?•What do we do with a note once it’s written?•How have we made decisions at our institutions about notes?
Why do we write notes?
•Notes to our future selves (reminders)•Directions to others•Alerts to our patrons•Pointers to additional information
(contract office contact, links to copy of license)•CYA
What do we do with notes?
• Statistics•Document cancelation decisions• Funding decisions (e.g. pay from X
fund this year and Y ongoing)•Publication status (e.g. delayed)•Public notes in the ERM for users and
document delivery staff about license terms
The kinds of records where notes may be found•Order record• ERMS record• License record• Item record•A-Z journal list
How have we made decisions about notes at our own institutions?• Delimiters• Permanence• Repeatability• Fixed-length• Variable-length• Deletion of existing notes fields• Repurposing of fields• Formatting
What we have decided about notes (LMU)•Names formatting
What we have decided about notes (LMU)• Names formatting• Last names with first initials• Last names only• Last names with first names• Full names• Faculty selector with liaison initials• Liaison selector with faculty initials• Selector with staff initials• Selector with department abbreviations
What we have decided about notes (LMU)• Names formatting• Last names with first initials• Last names only• Last names with first names• Full names• Faculty selector with liaison initials• Liaison selector with faculty initials• Selector with staff initials• Selector with department abbreviations
What we have decided about notes (LMU)•Names formatting
Lastname_YYYY
What we have decided about notes (U. of Richmond)
Notes are good for coverage dates, cancelations, and
anything weird
What we have decided about notes (U. of Richmond)•Order record•Invoice•Line item of invoice
What we have decided about notes (U. of Richmond)
What we have decided about notes (U. of Richmond)
What we have decided about notes (U. of Richmond)
What we have decided about notes (U. of Richmond)
What we have decided about notes (U. of Richmond)
Our ERM (SerialsSolutions 360 Resource Manager) also has a notes function….
What we have decided about notes (U. of Richmond)
What we have decided about notes (U. of Richmond)Back end:
Front end:
What we have decided about notes (U. of Richmond)
What we have decided about notes (OHSU)
License records *Caveat #1 these are preliminary ponderings as we have not yet migrated all data or really ANY license data from current system (III) to new (Alma) and, **Caveat #2 this talk is limited to license record data/information and our current perception of what Alma has to offer.
What we have decided about notes (OHSU)•Necessary
What we have decided about notes (OHSU)•Necessary•Nuisance
What we have decided about notes (OHSU)•Necessary•Nuisance•Nice!
What we have decided about notes (OHSU)• Current system fixed and variable fields• Type of license
What we have decided about notes (OHSU)• Current system fixed and variable fields• Type of license• Official archive
What we have decided about notes (OHSU)• Current system fixed and variable fields• Type of license• Official archive• Authentication method
What we have decided about notes (OHSU)• Current system fixed and variable fields• Type of license• Official archive• Authentication method• Terms of Use (Patron)• Terms of Use (Staff)
What we have decided about notes (OHSU)•Notes, Notes, Notes
A succession of notes over time
What we have decided about notes (OHSU)• In Alma• License Terms & Notes
What we have decided about notes (OHSU)• Here a note. There a note. Everywhere a note!
What we have decided about notes (OHSU)• And then there is Notes!
• A blank canvas . . .
What we have decided about notes (OHSU)•Reflection
What haven’t we decided about notes yet (U. of Richmond)
•Standardization•Consistency
What haven’t we decided about notes yet (LMU)•Date formatting • (10-88)• 11-6-2013• 2/07/2012• 1/2014• 2010
Thanks• To @RachelMFleming for letting us use her tweet as the title
of this presentation
• https://twitter.com/rachelmfleming/status/380697949413449728
Slide citations• Slides 2 and 3:
http://www.bl.uk/catalogues/illuminatedmanuscripts/GlossPopup.ASP?ImageName=Marginalia/c3906-07.jpg&Pmark=Burney%20MS%20224,%20f.%203
• http://www.webdesign.org/photoshop/drawing-techniques/magnify-glass.13819.html