last updated Wed Nov-14-2007  07:52
 
 
 
General instructions for E-resources
 
These guidelines apply to records for [materials (monographs, anals.) that have links to electronic resources (URLs) in  MARC field 856.    
 
See also ProQuest , Netlibrary and UH Theses for specific instructions for those suppliers.
 
See also Cataloging HTML printouts for instructions regarding cataloging hard copies of Web pages.
 
The determining factor in the placement of the 856 tag is the cost of the resource. If the e-resource is free, it belongs in the bib record; if the resource is a paid subscription, it belongs in the MFHD. The 856 tag should only appear in one place or the other, with the exception of free, electronic-only resouces, then the 856 should appear in the bib (because it's a free resource) and also in the MFHD (because every bib record needs a MFHD, and the 856 tag is an integral part of the electronic format MHFD).
 
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Retain URL in the bib if the web resource is free (unrestricted access to anyone with a web browser), unless there is information to the contrary on the worksheet.
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If the e-version is available only by subscription, and UHM does not have a subscription, all references to the e-version should be deleted from the BIB record, except for a 530 note that reads "Also available by subscription via World Wide Web."
 
Computer file 007 is only input if the 856 indicators are coded 40 or 41. For examples click here.
 
If there is a 007 in the MFHD, the 007 tag must also apear in the bib record.
 
 
007 Macro:  A Keyboard Express macro has been created to automatically supply this 007.  See below for description.
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007 coding:
 
Specific Matrl. Designation:         r   (Remote)
Color                           u  (Unknown)
Dimension                  n  (Not applicable)
Sound on Medium                  u  (Unknown)
 
All others         leave as default (Unknown or No attempt to code)
 
Treatment          if the resource is free (accessible to all users)
the 007 (if used), and 530⁄856 goes in the BIB
 
if the resource is a subscription (accessible to only UHM)
(only use if worksheet indicates we paid [monographs], or if on Serials page)
 
Use the template: or
 
the 007 and 856 go in a separate ELECTRONIC MFHD, and
an additional 007 must be present in the BIB,
code the MFHD leader x⁄1,
MFHD location is OuzZ (which translates to Z Web in OPAC)
 
MFHD call number and public note:
‡h ELECTRONIC FORMAT ‡z <Access for UHM faculty, students, and staff.>
 
No holdings statement (866, etc.) is needed for OuzZ MFHDs
No ITEM record is needed for OuzZ MFHDs
 
506 tag notes in the BIB related to the e-version should generally be deleted. Such 506 notes usually have text such as "Restricted to staff and on-site users"
 
 
530 tag notes:
 
There must be a 530 note
leave 530 tags in even if you discard the 007 and 856 tag.
names of publishers, vendors, aggregators, etc should be deleted
 
Also available via World Wide Web.    (use w⁄ Free resources)
Also available by subscription via World Wide Web. (use w⁄ Paid subscriptions)
 
*** also available via World Wide Web.
*** also available by subscription via World Wide Web.
 
*** to be replaced by appropriate term, i.e. Reviews, Table of contents, Abstracts, Publisher blurbs, etc.
If multiple 856 resource tags are present (i.e., Publisher description and table of content), use one 530 tag for both.
Format examples:
Table of contents and publisher description also available via World Wide Web.
Table of contents, publisher description and sample text also available via World Wide Web.
 
If multiple 856 tags are present to supply free access (for title and table of contents), use only one 530 tag.
Format example:
Table of contents and full text also available via World Wide Web.
 
If the full electronic version is available both by subscription and as a free resource, and there are no other electronic links in the bib record, use only the basic 530 to represent both the free and paid access:
Format example:
Also available via World Wide Web.
 
If the full electronic version is available both by subscription and as a free resource and there are other electronic links in the bib record, use one enhanced 530 to enumerate all links:
Format examples:
RESOURCE(S) and full text also available via World Wide Web.
Table of contents and full text also available via World Wide Web.
Table of contents, publisher description and full text also available via World Wide Web.
 
If the full electronic version is only available by subscription but the bib record also has free links to other resources, use two 530 tags to record the difference in access:
Format example:
Table of contents, publisher description and sample text also available via World Wide Web.
Also available by subscription via World Wide Web.
 
538 tag may be left in the bib record. Edit out any reference to restriction if present.
 
856 tag (Electronic Resource and Access tag, where the URL goes)
 
1st indicator is:
 
2nd indicator is:
 
Use ‡3 as first subfield for related resources; use the same term as in the 530 tag.
Use ‡u to enter the URL data -- see example below.
Delete from ‡z any extraenous information, bounce questions to Head of CatSS for review
 
Examples:
 
Free RELATED RESOURCE in bib
 
007         none input (RELATED RESOURCE only)
530         ‡a RELATED RESOURCE also available via World Wide Web.
856  4 2  ‡3 RELATED RESOURCE ‡u http:⁄⁄URL_GOES_HERE
 
RELATED RESOURCES include:  Abstracts, Table of contents, Reviews, Publishers description, Publisher blurbs
 
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Electronic version of print material available for free
 
007          r unu
530         ‡a Also available via World Wide Web.
856  4 1  ‡u http:⁄⁄URL_GOES_HERE
---------------------------------------------------------------------------------------------------------
 
Electronic version of print material available by subscription
 
007          r unu
530         ‡a Also available by subscription via World Wide Web.
 
in ELECTRONIC MFHD (OuzZ)
007          r unu
856  4 1  ‡u http:⁄⁄URL_GOES_HEREl
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Electronic version is only available version -- Free
 
007          r unu
245          ‡h [electronic resource]
530         not used (available as electronic resource only)
856  4 0  ‡u http:⁄⁄URL_GOES_HERE
 
In ELECTRONIC MFHD (OuzZ)
007          r unu
856  4 0  ‡u http:⁄⁄URL_ALSO_GOES_HERE
---------------------------------------------------------------------------------------------------------
 
Electronic version is only available version -- By subscription
007          r unu
245          ‡h [electronic resource]
530         not used (available as electronic resource only)
 
In ELECTRONIC MFHD (OuzZ)
007          r unu
856  4 0  ‡u http:⁄⁄URL_ONLY_GOES_HERE
 
 
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Treatment for serials: bounce
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Mike's notes from Cataloging Meeting:
 
         For online resources or versions that are accessible to all users, the URL of the online resource⁄version will be carried in the 856 of the BIB record.  A MFHD for the online resource⁄version will be added for e-only resources, but a record with a(n) existing MFHD(s) will not need to have an e-version MFHD added.  The reason e-only resources will have a MFHD added is that the SCCC has decided that every BIB record must have at least one MFHD attached to it. In any case, e-resource MFHDs will not contain holdings statements.
 
         For online resources or versions that are accessible only to UHM users, the URL of the of the online resource⁄version will be carried only in the 856 of the MFHD, and not at all in the BIB record.  These e-resource MFHDs will be coded y⁄4 in their leaders, and will contain an 852 8_ with location (‡b) "OuzZ," call number (‡h) "ELECTRONIC FORMAT," and public note (‡z) "Access for UHM faculty, students, and staff."  There will be no holdings statements in these MFHDs.  If the resource or version is a reproduction (e.g., a NetLibrary e-book), the MFHD 843 will carry the reproduction details.
 
         BIB records for print resources with e-versions attached will contain the 530 note "Also available by subscription via World Wide Web" or "Also available via World Wide Web," depending on whether access is restricted or open.  (Other variations of the 530 might be necessary when only a certain range of coverage is available, e.g. "Current issue also available via World Wide Web" or "Issues from v. 43 (1996) also available by subscription via World Wide Web.")
 
         When bib records containing 506 notes, 530 notes, 856s, 007s, etc. that describe e-versions of print resources are found in, or imported into, our catalog, it should be determined by the cataloger whether access to the e-version is free and open to all, or available only by subscription.  If it is free and open to all, the 856 ‡u should be retained if the link is operational, and all other subfields in the 856 should be deleted.  If it is available by subscription only, and UHM has a subscription, a new MFHD should be created, the 856 ‡u should be moved from the BIB record to a MFHD 856, and all other 856 subfields should be discarded.  An 852 should be constructed in the MFHD according to the instructions above.  In either case (free with 856 in BIB, or restricted with 856 in MFHD), 506 notes related to the e-version should generally be deleted, 530 notes should be reworded to say either "Also available by subscription via World Wide Web" or "Also available via World Wide Web" as the case may be, and names of publishers, vendors, aggregators, etc. (e.g. Blackwell's, Science Direct, JSTOR, OCLC Firstsearch, etc.) should be deleted from these notes.  If the e-version is available only by subscription, and UHM does not have a subscription, all references to the e-version should be deleted from the record, except for a 530 note that reads "Also available by subscription via World Wide Web."
 
         Public notes, etc. that are found in 856 subfield ‡z, ‡3, etc. should be deleted.[There has been a change to this policy -- only delete extraneous information from the ‡z, leave ‡3 in place] This is a temporary measure we are taking because of a Voyager bug or feature that masks the link in the 856 ‡u whenever an 856 ‡z or ‡3 is present.
 
         A computer file 007 should always be present in a BIB record for or containing an e-resource or e-version, even if the 856 is only in the MFHD. The MFHD group will discuss at their next meeting on Monday 10⁄15 whether additional 007s in the MFHDs for these resources⁄versions will be required. (The reason the 007 should always be in the BIB record is that this affects "limit by format" in WebPAC.)
 
 
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KEYBOARD EXPRESS macro for creating an 007 for remote electronic resources: