How To | Load E-content via electronic resources #

Electronic resources screen offers greater control in the management of electronic resources records.
Loading Via electronic resources gives Libraries the flexibility to easily add, shadow and delete electronic resources collections allowing for easier management of titles that regularly removed from EResource supplies due to number of loans being exceeded.

A common practice among Libraries is to shadow entire collections from a supplier add an updated full list of marc records and then delete the shadowed records, meaning that Libraries do not have to find and delete titles indivuially.

How to load new records #

• Navigate to Electonic resources screen – Management Tab/ Electronic Resources
• Click View Suppliers from list of Tasks
• Select the supplier for the marc records right click and select – Upload eresources this supplier.
• The screen will navigate to the Upload eResources Tab – note that the supplier you selected is listing on the screen.
• Record Status – From the supplier screen Choose the if the works will be added with a shadowed status or not in (If you want the works to appear immediately select Normal)
• To database subset – Choose if the works should be placed in a database subset (this is used to separate content on Montage and used most often by consortia Library systems) if you do not want to place the item in a database subset leave at ‘None’
• Active on + Deactivate On tick boxes – Leave untick ed unless you wish to specify specific active and reactive dates
• Seclect Records to Upload section – Click the Three dot button – to open the file explorer and select the Marc file to be uploaded.
• Counts – Observe that the counts totals will count the number of works by their work format, If there are error on the marc records or if they are not eResource’s records an error will appear with information regarding why the work is invalid.
• Auto Refresh List – Tick the Auto Refresh Button (Note if you do not The refresh button can be manually clicked )
• Click the Upload button – A Row will appear in the grid below with a record count and an unloaded count as the task runs on the server and the screen refreshed the count of Titles Loaded will increase until the whole file has been run.
• Additional Tasks – It is often good practice to check the records are displaying will on montage as a final task.

How to view records Just Loaded. #

• Click on the manage access tab Next to the Upload eResources tab
• Note that the supplier is listed at the top of the screen
• Dates added – Untick the Anytime tick box and select at date range
• Status – Select the status you applied when uploaded the erosouces
• Format – select the format of the works recently uploaded e.g. ebook
• Content filers – Leave this blank unless searching for a specific work
• URL Identifiers – Leave Linked Supplier works selected
• Output – Leave as Preview Works Found
• Run search using the Magnifying glass
• The results will display on the grid to the right – Note from this point you can right click and manage Individual or selected titles with a range of right click context menu options.