Alana Nuth (Geneseo: Alright everyone, it's 11 O'clock here. So, let us get started.
Alana Nuth (Geneseo: My name is Alina Knuth, I'm from Sydney Geneseo and this morning. We're going to be looking at strategies to search for electronic resources in Oman.
Alana Nuth (Geneseo: So for the next hour or so we're going to cover these three different topics and they're going to kind of weave together a little bit.
Alana Nuth (Geneseo: But we're going to look at different ways to search the online repository for electronic content and we're going to look at the different search limiters search facets and features that are available.
Alana Nuth (Geneseo: We're going to demonstrate how to search Alma to see what electronic collections have been activated by others too many campuses.
Alana Nuth (Geneseo: And we're going to look at some of the terminology and some of the other indicators things to look at when we're looking at
Alana Nuth (Geneseo: Records and the online repository for electronic resources. So like always, please feel welcome to ask questions either by using chat or if I don't see your chat message, feel free, just to just to unmute yourself and speak out loud.
Alana Nuth (Geneseo: So,
Alana Nuth (Geneseo: Interestingly enough, or at least I found this interesting the roles that you have as a user and all my impact the type of search that you can conduct. So to conduct all title search
Alana Nuth (Geneseo: Or search for electronic collection or electronic portfolio any only user can conduct those searches. That's fine.
Alana Nuth (Geneseo: But if you're trying to search for an order line a vendor a fund or license you actually need to have roles and abled that align with those functions.
Alana Nuth (Geneseo: So to search for order lines, you need to have the role of either invoice manager invoice operator invoice operator extended purchasing manager or purchasing operator.
Alana Nuth (Geneseo: To search for vendors, you need to be a vendor manager to search for funds, you need to either be a fund manager bond ledger viewer ledger manager purchasing manager or purchasing operator.
Alana Nuth (Geneseo: And finally, to search for a license you need to either be a license manager purchasing operator or purchasing manager so
Alana Nuth (Geneseo: If after you know we do this session. If you try to do a search and online and you just don't see it or it's not functioning correctly, it may be related to your roles.
Alana Nuth (Geneseo: So there's a multitude of different ways to search online and the the intent or the reason why you're searching will kind of dictate how you're going to search. So we're going to look at
Alana Nuth (Geneseo: Several different ways to search. An Alma, and then some of the functionality associated with those searches.
Alana Nuth (Geneseo: So as possible to search by electronic collection, as well as electronic portfolio.
Alana Nuth (Geneseo: So in these cases, if you're searching by collection. You're retrieving either a database selective package or aggregator package.
Alana Nuth (Geneseo: Whereas if you're searching by electronic portfolio, you're going to be retrieving ebooks you journals are streaming videos which can either be standalone portfolios, or they can be part of electronic collection.
Alana Nuth (Geneseo: And there's quite a few different limiters that are available for both of these searches.
Alana Nuth (Geneseo: I limited the few that I find myself using the most so keyword title interface name and I'm sad and OCLC number
Alana Nuth (Geneseo: And actually we I think it's actually going to be easier if we look in almost so I'm going to switch over to Alma, and we'll kind of jump between Alma and the slide so apologies if that's confusing, but I think that might be the most
Alana Nuth (Geneseo: helpful way to look at this. So when we're searching by right we have this basic search. I'm saying simple search, but it's truly a basic search
Alana Nuth (Geneseo: And I repository. Here we can search by electronic collection. And when we look at the different limiters, there's quite a few right i mean this is really, we have a lot of options here.
Alana Nuth (Geneseo: I'm going to use as an example, searching by interface name and I'm using this just because I think it's probably a search that we're likely to conduct.
Alana Nuth (Geneseo: And I'm also using it as a demonstration, I'm going to use Gail as my example because if you're searching by interface or maybe you're even searching by the name of a collection
Alana Nuth (Geneseo: You may conduct a search and retrieve either no results or very few results. And that might be caused by the way on either the interface or the collection name is
Alana Nuth (Geneseo: indexed in all my so I'm using Gail, because you can see when I was preparing for this session, I did quite a few searches for Gail, because I couldn't remember what version of Gail to use. I use Gail Gail Cengage Gail group.
Alana Nuth (Geneseo: I'm assuming kind of see my history there Gail group gives me the greatest number of results. So we're going to use that
Alana Nuth (Geneseo: So here's our here's our logo results. I'm going to jump over to the ice to kind of look at the the collections that we've activated.
Alana Nuth (Geneseo: And you'll notice this is a really basic search every trade at 47 I'm sorry 46 collections, but
Alana Nuth (Geneseo: Conveniently enough. There's all these facets and the left menu here and these facets will change depending on the type of search that you've conducted
Alana Nuth (Geneseo: So when we're looking at electronic collections, we're looking at those facets that become available to us are the type. So is it an aggregator. Is it a selective package. Is it a database. The interface, but we've already defined the interface.
Alana Nuth (Geneseo: What content is in that collection is the collection available so hasn't been activated. And then as an active for search and the CDI
Alana Nuth (Geneseo: So those are kind of straightforward. If we were to conduct a and I can show an example this if we were to switch this over to
Alana Nuth (Geneseo: Let's say we switched. We did portfolio storage and maybe we looked at
Alana Nuth (Geneseo: Oh,
Alana Nuth (Geneseo: We can search by is if it's um
Alana Nuth (Geneseo: I don't want to do. What can I do here.
Alana Nuth (Geneseo: I don't want to enter. Let's just do keyword. Right. There's no need to make this complicated. So if we search by
Alana Nuth (Geneseo: Keyword of psychology
Alana Nuth (Geneseo: give all my second to catch up. But you'll see that these facets have changed, right, so we're still in the IC. There's still the type
Alana Nuth (Geneseo: The interface. Now, there's a lot of different options because that wasn't defined as part of our search still the collection type is available, but now we have things like service electronic material type and we still have the same idea of availability.
Alana Nuth (Geneseo: Open to us. So these facets are going to be dynamic depending on what you're searching
Alana Nuth (Geneseo: On when you conduct a basic search like this, or even an advanced search. There's different functions that are available for each
Alana Nuth (Geneseo: Each item that you retrieve each record. So when we're searching by portfolios. We have the option to edit the portfolio which opens the electronic portfolio editor, we can create an order record or we could create a, I guess I should say a purchase order line.
Alana Nuth (Geneseo: We can also test access for this portfolio, we can delete it. We can deactivate it. We can also use this report to X leavers function which is a mechanism to submit a case to leave us if you encounter.
Alana Nuth (Geneseo: Either missing metadata or bad linking as a way to submit a sales force case without having to actually step out of all one submit a case. So all these functions are available. If we go back to our previous search
Alana Nuth (Geneseo: electronic collection interface.
Alana Nuth (Geneseo: Name Gail group.
Alana Nuth (Geneseo: You'll see that these oh I want bi z.
Alana Nuth (Geneseo: You'll see that these these different functions are these different different tasks are. They're not the same, right, so we can edit the collection by using the electronic collection editor, we can take a look at the bib record for the collection.
Alana Nuth (Geneseo: We can delete it. Right. We looked at that, before we saw that placing the order. We can also edit the service. So that would open the electronic service editor.
Alana Nuth (Geneseo: You'll notice there's no option to test access because when we're testing access, we're doing that at the portfolio level.
Alana Nuth (Geneseo: And for some, some of these. We also can see the list of portfolios that are available. So this example. Here's an aggregator package. So there's quite a few portfolios available.
Alana Nuth (Geneseo: So for both an electronic collection search and an electronic portfolio search as possible to conduct an advanced search
Alana Nuth (Geneseo: And this enables us just to add additional search strings. So we can
Alana Nuth (Geneseo: You know, we're still looking at the interface name equals keyword of Gail group, but we can add an additional line here.
Alana Nuth (Geneseo: And see that there's quite a number of different on limiters that we could use. So we can look to see if what the CDI search rights are we can make sure that the collection is available.
Alana Nuth (Geneseo: We can look at the name of the collection, the creation date is it free or not, is it in the CDI the interface name, we saw that before.
Alana Nuth (Geneseo: Is it a local electronic that we create it. So there's a, you know, there's all different ways to kind of construct a search to make it the most meaningful for your needs.
Alana Nuth (Geneseo: So one example that I had kind of played with when I was preparing for this morning was to do a search for electronic portfolio.
Alana Nuth (Geneseo: And looking at portfolios that are standalone so so the limiter here will kind of define what what this is, this is going to be equals. So if we want to look at standalone portfolios.
Alana Nuth (Geneseo: We can retrieve a list of those
Alana Nuth (Geneseo: And this is quite a large number. So we might want to refine it further by adding another line and we can maybe add material type
Alana Nuth (Geneseo: Equals lessons final equals book that's fine.
Alana Nuth (Geneseo: I don't think this is going to do that went down that number went down just a hair, but we can kind of continually add different lines search lines here to narrower results. So we have a more manageable number. And of course, we can always rely on these facets.
Alana Nuth (Geneseo: So when we're conducting either an electronic collection search or an electronic portfolio search or even if we're searching for physical items we can save our queries. You'll notice there's this
Alana Nuth (Geneseo: button here on the right. So by doing this will actually save our results as a sex, which we can maybe then use if we need to want a job or maybe we need just to hold on to those
Alana Nuth (Geneseo: Members of that set because there's something else that we need to do with them.
Alana Nuth (Geneseo: So, so to save the query and to create a set, you would simply, you know, get your search down to the way you want it to be, you know, you might refine it further than this. This has 65,000 results in it. But then you would click on the button to save query.
Alana Nuth (Geneseo: And now we're prompted to create this step. So like any said we'd be adding a name and optional description and note.
Alana Nuth (Geneseo: You'll notice that the set type is logical, and we can change that basically the members of the set so that 65,000 ebooks are defined as being members of the set based on the search parameters are and those search limiters so
Alana Nuth (Geneseo: The search that I conducted was for standalone portfolios 65,000 ebooks that are standalone portfolios. If you know 1000 of those ebooks, I put together. I
Alana Nuth (Geneseo: added them to a collection, the number of members in the set would drop by that 1000 because they no longer 1000 ebooks wouldn't no longer meet the search criteria or the search parameters, because they're not. They're no longer standalone
Alana Nuth (Geneseo: So when we're creating a logical set that's just something to be aware of that. It's not on. It's not 100% stable like an itemized set would be
Alana Nuth (Geneseo: So let me pause because I just realized I've been chatting away here. Does anyone have a question about what we've covered so far.
Alana Nuth (Geneseo: Okay, I'm going to carry on them. So I'm going to demonstrate some other searches that are available in the repository. So it's possible to a search also by vendor.
Alana Nuth (Geneseo: So when we're looking at a vendor search the number of limiters are much shorter right because our vendor records are
Alana Nuth (Geneseo: There's not as much to them. Right, so we can search by a vendor name code.
Alana Nuth (Geneseo: The interface name or the sushi account name. So this is helpful if you want to verify whether or not a vendor record exists or maybe you need to just locate one to edit it. So there's no advanced search option you'll notice. So if we just do vendor like Jay store.
Alana Nuth (Geneseo: It's just going to pull up the vendor record for us, it's not going to give us facets to it to to refine further. It's just pulling up our, our table of vendors. So it's a little bit different but still a very, very helpful search
Alana Nuth (Geneseo: It's also possible to search by order line. So this is, those of us who manage the resources and do acquisitions. This is very, very helpful.
Alana Nuth (Geneseo: There's a large number of different limiters that are available to search by order line. So I find myself using most often the vendor name or the vendor code. The name of the funds material type
Alana Nuth (Geneseo: The PL line type or more like the P O line, more than anything else. So the nice thing is, is it is possible to conduct an advanced search. So we can say vendor name Jay still are.
Alana Nuth (Geneseo: And we can see, we're not going to have a huge number, we should have a few orders for Jay store. Yep, just 10 and we can maybe
Alana Nuth (Geneseo: Refine that further. And maybe we want to look at
Alana Nuth (Geneseo: Oh funds name.
Alana Nuth (Geneseo: We could, I mean you would play with us, I guess, that didn't work the way I thought it would. But you could use different limiters and different searches. So we could
Alana Nuth (Geneseo: Might be journals. Okay, so we can kind of refine our search it like we were looking at earlier using the Advanced Search functions.
Alana Nuth (Geneseo: So moving on.
Alana Nuth (Geneseo: In addition to looking at vendors and order lines. We can also search by invoice. So once again, the it's not a huge number of options here. But there are different ways to search
Alana Nuth (Geneseo: One thing that is worth noting, or at least think it's worth noting, it's, it's possible to search by invoice number and invoice reference number. So if you are in the habit of
Alana Nuth (Geneseo: You know when you receive an invoice from a vendor right we receive an invoice from Jay store an invoice will have an invoice number on it provided by Jay store if you enter
Alana Nuth (Geneseo: That invoice number in either the invoice number or the invoice preference number field.
Alana Nuth (Geneseo: You can search by it. So if you had a question or an issue came up with the invoice. You need to find it really quickly. An Alma, if you have the original invoice from the vendor that would be kind of a quick and easy way to search
Alana Nuth (Geneseo: And there's no advanced search option for invoice. It's a little bit. It's a bit more basic search
Alana Nuth (Geneseo: And it's also possible to search by fund. So once again, there's no advanced search option. The limiters the limiters are, you know, there's a few here and there's no facets, in this case.
Alana Nuth (Geneseo: Are stable. Okay, these are the different facets that are available when we're looking at funds and Ledger's you'll notice that were brought to
Alana Nuth (Geneseo: Less of what we would consider like a typical repository where we're looking at all these different records. This is what we the same list that we would see if we were to go to acquisitions funds and Ledger's okay and that's probably why these facets remain the same.
Alana Nuth (Geneseo: So one last search. I want to demonstrate and this
Alana Nuth (Geneseo: Is quite interesting, or at least I found it interesting. It's possible to search by license and a basic search is basic right you can search by the license or the license code or the name
Alana Nuth (Geneseo: But if you were to step go a step further and conducted an advanced search and there's quite a number of different options so we can search by
Alana Nuth (Geneseo: The code the license or the name the review status. So that's really helpful, but we can also search the license terms and there's, you know, we have all these options here. So,
Alana Nuth (Geneseo: We haven't been doing much with Alma with our licenses, so I don't really have anything really fun and, you know,
Alana Nuth (Geneseo: Funky to show you, but it is something good to know about on that. If you are conducting a search for licenses that you can actually go really granular and look at the actual term. So that's just something to be aware of.
Alana Nuth (Geneseo: And finally, we can also conduct an all title search. So when we're conducting and I'll title search. It's worth reminding are we're
Alana Nuth (Geneseo: Kind of thinking about when we're searching my eyes all titles were searching the metadata that's shared across the record formats, so it's not going to
Alana Nuth (Geneseo: See the results will be for both electronic and physical resources we of course can use our assets to refine it further. But if you're conducting an all title search, you would want to be aware of the fact that the format could be
Alana Nuth (Geneseo: Is going to be kind of
Alana Nuth (Geneseo: Is both options or electronic and physical
Alana Nuth (Geneseo: stuff we do an all title search and this is super broad, I mean,
Alana Nuth (Geneseo: Can I get any broader we were to 15,000 results. But you'll notice some of these are for books. Some of them are physical.
Alana Nuth (Geneseo: Some of them are going to be for other formats as well.
Alana Nuth (Geneseo: So, and we have these facets on the left, so we could even narrow it down further. So we can look at books electronic, for example.
Alana Nuth (Geneseo: And the reason why I'm bringing this up is because when you do an all title search in your in the institution zone. That's kind of a critical piece.
Alana Nuth (Geneseo: You can see your inventory by using these tabs here. We have electronic and we have physical. So when we look at electro that's not a good example. When we look at electronic
Alana Nuth (Geneseo: Bear with me for one second. I want to have something to actually show you I'm going to switch over to journals.
Alana Nuth (Geneseo: But we can see our inventory and we can kind of gather some helpful information.
Alana Nuth (Geneseo: From that inventory
Alana Nuth (Geneseo: I think we'll have better luck doing it this way. Yep. Okay. Here we go. So we're doing an L title search
Alana Nuth (Geneseo: We're in the institution zone and we've narrowed our results are refined our results to journals and here's our inventory for electronic I clicked on this electronic tab. So from here we can see the
Alana Nuth (Geneseo: Interface name right this journal electronics. I call or oh my goodness clinical psychology as well as hosted by ups. Go and it's part of the EPS co host Academic Search Complete collection. And if we clicked on this link, it would actually bring up the electronic collection editor.
Alana Nuth (Geneseo: We can also see that is available full text. If we clicked on this button, the full text button, it would bring open up the electronic service editor.
Alana Nuth (Geneseo: We can see that it's active. So that's really good to know. And then we can view the portfolio so we could actually open the
Alana Nuth (Geneseo: Electronic portfolio editor. And this isn't portfolio list. Now we're already looking at a portfolio. So if we click on mobile, just click on if we click on the list. It's only going to present us with
Alana Nuth (Geneseo: That one option here. This one collection. So it's a little bit of a
Alana Nuth (Geneseo: I think it's a little misleading. I don't think it's super helpful if we were searching
Alana Nuth (Geneseo: All titles and we were actually looking at electronic collections this portfolio list would be, I think, a little bit more helpful because you'd be able to actually see the portfolios in the collection.
Alana Nuth (Geneseo: So that's just kind of something to be aware of, um, let me pause here again and ask if anyone has questions.
Jennifer Smathers: Just changing the facet to electronic change the usefulness of the portfolio list.
Jennifer Smathers: I don't think so. I don't
Alana Nuth (Geneseo: Know, I don't think so, because we have so this is journal. We don't have any print journal. So this is only looking at electronic
Alana Nuth (Geneseo: And then
Jennifer Smathers: The facets and the resource type
Alana Nuth (Geneseo: Oh yeah, thank you.
Alana Nuth (Geneseo: Let's look
Alana Nuth (Geneseo: Okay, so here we go. So we're looking at journals. I'm going to take this out, we're looking at electronic journals, same thing. Here's our same example.
Alana Nuth (Geneseo: No. Yeah, I don't think that really changes that I think it's more like if we searched by
Alana Nuth (Geneseo: Like if we searched
Alana Nuth (Geneseo: By a collection
Alana Nuth (Geneseo: And then we looked at our inventory. Oh, it doesn't even have it. Um, oh that's annoying so it would just bring us to the electronic collection editor. Yeah, we don't even see the portfolio list. So I don't really know really like what functionality that's really offering us
Alana Nuth (Geneseo: Does that answer your question.
Jennifer Smathers: It does. Thanks.
Alana Nuth (Geneseo: Okay, no problem. I appreciate questions. Okay.
Susan Davis (UBUFF): Anything else before we oh yeah
Susan Davis (UBUFF): Before you move on a minute, Elena. I think if you're if you know the name of the collection. It's really better to do electronic collection.
Alana Nuth (Geneseo: Oh, yeah.
Susan Davis (UBUFF): Collection name.
Alana Nuth (Geneseo: Oh yeah, you
Susan Davis (UBUFF): Know,
Susan Davis (UBUFF): The portfolio list.
Susan Davis (UBUFF): I guess what you're looking for.
Susan Davis (UBUFF): It mean part of it all depends on again what what it is you want to do.
Mm hmm.
Alana Nuth (Geneseo: But now, Susan. That's a real
Susan Davis (UBUFF): Because
Alana Nuth (Geneseo: Then we see the true right now we see our portfolio list and an actual over in the community down, but it actually does, you know, have some new
Susan Davis (UBUFF): But we we use sometimes all titles to deal with some of our P2P migration, because
Susan Davis (UBUFF): The thing is, you know, they
Susan Davis (UBUFF): It's an electronic but it was on a print, you know, dummy record and it's
Alana Nuth (Geneseo: Yeah, anyway.
Susan Davis (UBUFF): So you so you do have to be clever and try a bunch of things.
Alana Nuth (Geneseo: Like that are being with Alma. Yeah.
Susan Davis (UBUFF): There is no normal behavior. It's all abnormal so well one of the staff and she's, she's on the line on the call. But she said today's her her PC has been possessed by Alma so
Susan Davis (UBUFF): Just keep that thought.
Susan Davis (UBUFF): In your head.
Susan Davis (UBUFF): Oh dear, no problem.
Alana Nuth (Geneseo: As long as we can joke about it. Right. Um,
Alana Nuth (Geneseo: What was it. Oh, the example that I was showing for the all titles. When we were looking at standalone portfolios that was all. The reason I was conducting it because we to hit a bunch of PD records. They're all eBooks and that's why the
Alana Nuth (Geneseo: When we were looking at them. There was no like there wasn't any real information.
Alana Nuth (Geneseo: To share. I'm going to come on here.
Alana Nuth (Geneseo: Yeah, cuz these are all like, so if we looked only at books. These are all of our
Come on you.
Need books electronic
Alana Nuth (Geneseo: We have no information here because it's all of our PTs and I haven't done much for them.
Alana Nuth (Geneseo: Okay, thank you. Other. Other questions or comments.
Susan Davis (UBUFF): Yes. Oh, actually, Elena just yeah you talked about the advanced search for like the standalone
Susan Davis (UBUFF): Yeah, this example would be something that would come up in that search
Alana Nuth (Geneseo: Yeah. So these are all well what I've reduced. So this is maybe unique to us. So we don't really purchase many ebooks at all. We have a collection that we purchased several years ago before my higher of
Alana Nuth (Geneseo: 60 this this number. I keep saying the 65,000 ebooks from Springer that we migrated Peter e
Alana Nuth (Geneseo: And then we have maybe, I don't know, it doesn't. I don't think even more than that of other ebooks. So if we did a standalone so that's why when I'm doing all titles. I'm looking at ebooks.
Alana Nuth (Geneseo: It's pulling up all those PD, just because all of our ebooks are p or almost all of them an answer your question.
Susan Davis (UBUFF): Oh no. Sure. I mean we we we we had the same kind of thing. And for us, the
Susan Davis (UBUFF): Priority was the journals, because that was creating other kinds of problems were with the monographs. I mean, the link is the link. There's that holdings.
Susan Davis (UBUFF): With the journals that migrated over with no other information on the link resolves we're assuming you own the entire run so
Susan Davis (UBUFF): You know we devise some means to try to capture a lot of those. But then there's we're still like the outliers that were alone and and you know one of our staff has put together.
Susan Davis (UBUFF): Something where he thinks he's got, you know, pretty good list. But this is another potential way to try to, you know, identify those things that have been doing, you know, focus your attention on them as opposed to, oh, we just happened upon this one. Why
Alana Nuth (Geneseo: Exactly. It would be nice to be a little Yeah, still we can act a little bit more proactively for sure. Yeah, yeah. So I'm thinking, this would probably be the sort of conduct right electronic portfolio standing alone. It's a journal
Alana Nuth (Geneseo: You know, for us, I think we don't you know we have a much smaller number, but yes.
Alana Nuth (Geneseo: Okay, thank you.
Alana Nuth (Geneseo: All right, then I'm I am going to leave on the first, second and jump over to my slides again. So let's
Alana Nuth (Geneseo: Oh, Susan. Look at you get a chance, and even see a sorry. So that's why it helps us to talk because I don't ever
Susan Davis (UBUFF): Know that was just the comment earlier if that's all
Alana Nuth (Geneseo: Yeah.
Susan Davis (UBUFF): It's not a question. Okay.
Alana Nuth (Geneseo: This is good as it's like a nice intermission. Okay, let me catch up our slides, bear with me for one second.
Alana Nuth (Geneseo: Up. Oh, here we go. This is what I wanted to look at. So, and it's too hard for me to search online. Try to find examples of all this. These are just look at the slides.
Alana Nuth (Geneseo: So one little helpful tidbit to pay attention to is when we're doing a search different icons appear according to zone, which indicates which share some information for us.
Alana Nuth (Geneseo: So when are in the institution zone and we're searching for an electronic collection or electronic portfolio, the icons that appear to the left of the title.
Alana Nuth (Geneseo: Share some helpful information. So you'll see these first two examples to making a British British bioethics and chemistry. These are too.
Alana Nuth (Geneseo: I think they're probably portfolios that are available in our institutions own that are linked to the communities down and we know their links because I don't know what this is really like officially call but this little pair of people
Alana Nuth (Geneseo: There from the CZ there from the community zone, they're linked
Alana Nuth (Geneseo: The first one is activated. We know this because it's blue. The second one is not activated. We know this because it's black.
Alana Nuth (Geneseo: And white here I'm pointing to my screen. I mean this. Okay. Now, the next two examples flora.
Alana Nuth (Geneseo: These chemistry. The chemistry book and the educational psychology. These are not linked to the community zone. And we know this because we see our little house or little institution icon, not the network shared icon.
Alana Nuth (Geneseo: So we know these are unlinked in the same rule applies. Blue is activated black is not activated.
Alana Nuth (Geneseo: And then finally, there's a video conference kit is an example of a suppressed record. This looks the same for electronic as well as print and physical at all. It's the same when it's suppressed. It's like an eyeball with a red line through it.
Alana Nuth (Geneseo: When we're in the communities down the icons kind of flip back around. So if we're in the communities down and we're looking at
Alana Nuth (Geneseo: This example this EP scope host ebooks collection. This collection is a link to the ice. And we know this because we see the house.
Alana Nuth (Geneseo: So we're in the communities around the house means it's linked back to the ice. So these two zones are kind of, you know, they're talking back and forth, whenever they're linked
Alana Nuth (Geneseo: You. There's also additional icons that may be helpful to be aware of. One is peer reviewed and the other one is open access. So just some pieces of information to be aware of.
Alana Nuth (Geneseo: So for the remaining part of this session, I want to kind of talk a little bit about
Alana Nuth (Geneseo: How I think we
Alana Nuth (Geneseo: Most often be searching the community zone when we're, you know, we've purchased a new resource from a vendor and now we need to select a record from a community zone to create a purchase order line and to activate the resource.
Alana Nuth (Geneseo: So it can be a little bit tricky sometimes searching the communities down for a given resource, just because there are so many options available.
Alana Nuth (Geneseo: Not to mention also some of our resources are provided by multiple vendors. I'm thinking of like the APA content you know psych info psych articles like tests.
Alana Nuth (Geneseo: You can get it directly from the APA, you get it from Xcode and get it from pro quest. You know, there's numerous other
Alana Nuth (Geneseo: Publishers, that kind of work with multiple vendors, so it makes it a little bit more complicated to make sure that we're selecting the correct resource in the community zone.
Alana Nuth (Geneseo: So this little bit here that we're going to talk about is want strategy and how to kind of help select a resource, a collection or portfolio from the community zone.
Alana Nuth (Geneseo: And one way to do that is to see what other Sunni campuses have activated. Because if you're looking at a given collection.
Alana Nuth (Geneseo: And, you know, two dozen other campuses have already activated it that's probably a good sign that that's the one to go with. So there's a way to do this and we're going to look at it.
Alana Nuth (Geneseo: So to do this, you need to conduct, there's two things you need to make sure you do you need to conduct an all title search
Alana Nuth (Geneseo: Engine need to conduct a search in a network zone and you need to search using advanced search. So these three items in bold are important all titles and the network zone using advanced search. Okay, then you need to also make sure that your first
Alana Nuth (Geneseo: search string this line here, you have to ask, or you have to
Alana Nuth (Geneseo: Search for whether or not the resource or the collection of portfolio is linked. So all titles network zone advanced and then is linked equals yes okay then from here you just do whatever you want. So you would search mainly by keyword or by interface, whatever else, and that will
Alana Nuth (Geneseo: Retrieve all those the collections or the portfolios that were activated by other SUNY campuses.
Alana Nuth (Geneseo: And like always, you can refine further by asset. Right. That's always true.
Alana Nuth (Geneseo: You know, there's that. And then once you actually have, you know, refined your list your results.
Alana Nuth (Geneseo: You can then look at the inventory, right, because we're in all titles and see what other campuses have activated the collection or the portfolio. So in this example, we're looking at Alexander Street Press Latino literature and I can see that five other campuses have activated it
Alana Nuth (Geneseo: So, this you know that might be an indication that if we had just purchased this collection. This may be the right the correct record in the community Zona to activate
Alana Nuth (Geneseo: Any questions about that.
Alana Nuth (Geneseo: Process or that workflow that I can answer.
Alana Nuth (Geneseo: Okay, moving on. So that's just one strategy. Um, it's, you know, I want to talk a little bit about some of the other things to pay attention to when we're out in the community zone.
Alana Nuth (Geneseo: So, some of this is just some of these strategies are basically just really good practice. Anytime you're searching the repository. They just become even more important when we're in the community zone because of the volume of records.
Alana Nuth (Geneseo: And I should note that the reason why
Alana Nuth (Geneseo: This is important as if we activate the incorrect collection or the incorrect portfolio.
Alana Nuth (Geneseo: What will happen is two things. One, your users are not going to find the content that you have that full text availability that you you know are paying for. They're not going to find it in primo
Alana Nuth (Geneseo: And secondly, they will find or they will discover content for what you do not have full text access so they will hit paywalls. So it's really a good idea to select the correct record in the community zone.
Alana Nuth (Geneseo: Or at least identify whether a record is available and do so you can make sure you've exhausted the community zone before going the route of creating a local collection or a local portfolio.
Alana Nuth (Geneseo: So this is. So anyway, my little law. I wanted to make sure we can to repeat that to make sure that I'm that's born to know
Alana Nuth (Geneseo: And so a good idea here, a good practice when researching the Community's own would be to use the advanced search. So we can leverage things like the material type
Alana Nuth (Geneseo: The type of an electronic collection and the interface. Those are three pieces of information you're going to know about when you're purchasing either a new database or your licensing and individual journal. You're going to know what type of content is
Alana Nuth (Geneseo: In that portfolio. Is it a journal, a little book is a streaming video
Alana Nuth (Geneseo: You're going to know if your electronic collection is a database on if it's an aggregator right so you have access to all the portfolios in the collection.
Alana Nuth (Geneseo: Or the package, I should say, or to selective package where you only have partial access and you, you really should know the name of the interface. So those are three different limiters that you can really leverage to your advantage.
Alana Nuth (Geneseo: Right. And here's an example. If you know, in theory, we had licensed a journal package from Wiley. So the interface name is Wiley.
Alana Nuth (Geneseo: The material type is journal and it's a selective package because we, you know, it's a journal package. It's not a database like Academic Search Complete
Alana Nuth (Geneseo: And then we could look at our results further and look at our different facets available. So you'll notice that the interface. There's two different interfaces available for Wiley. There's why the online library.
Alana Nuth (Geneseo: And what looks like Wiley online library and there's more to that title, but we just can't see.
Alana Nuth (Geneseo: And wants to, once you've used that advanced search you've used your facets. What else should you be paying attention to.
Alana Nuth (Geneseo: You want to make sure that the interface and the vendor match the interface and vendor from which you are purchasing the resource, right, because if you
Alana Nuth (Geneseo: If that's not online, you're going to have those issues where users aren't finding the full text and instead they're hitting paywalls
Alana Nuth (Geneseo: You want to make sure your services full text you want to make sure that all trying to collection type is aligned with what your licensing. Is it a selective and aggregator package. Is it a database.
Alana Nuth (Geneseo: If you're working with a selective package, in particular, you want to make sure that that portfolio list matches on
Alana Nuth (Geneseo: The resources in the package that your licensing from the vendor. If it doesn't align
Alana Nuth (Geneseo: One to one, that may be a sign that you need to either you need to manually activate or deactivate portfolios.
Alana Nuth (Geneseo: And if you're looking at journals, you're going to also need to pay attention to make sure that that get full text is visible as well as the coverage dates so the the available to and available from dates.
Alana Nuth (Geneseo: So here's what this looks like in in a in reality. So kind of using Wiley as my example, we can see the name of the collection.
Alana Nuth (Geneseo: We can see that it's a selective package. It's full text and it's available from Wiley online library rheumatology back files. So that should be
Alana Nuth (Geneseo: You know, if we obviously are not purchasing hematology back files. But if we were, we would want to make sure that that interface was matching. And then we could go ahead and look at that folio list to make sure that these 10 journals aligned with what we are paying for
Alana Nuth (Geneseo: So here we go, electronic collection.
Alana Nuth (Geneseo: Now, if we're looking at a portfolio and if we're looking at a journal. In particular, we're still paying attention to the you know the name of it. The name of the journal. The name of the interface that get full text.
Alana Nuth (Geneseo: But what's really really important is also to make sure that these availability dates are correct, because, as we know, we may be licensing content.
Alana Nuth (Geneseo: That is a bat file like this example. Alternatively, we might be access our licensing current content. So we're getting content or or access from I'd say 1996 or 9098 to the present. So, these, these dates here are really important. That's probably
Alana Nuth (Geneseo: One of the most important details when we're looking at portfolios with the material type of journal
Alana Nuth (Geneseo: So that is to end very abruptly. That is all that I'm that I've prepared in terms of slides and content. We still have quite a few minutes left. We have over 20 minutes left, so I'd like to kind of open it up for questions that anyone may have
renee.schmidt: Hi Ilana
renee.schmidt: This is, can you hear me.
renee.schmidt: Yes, this is Renee from Cuba.
Alana Nuth (Geneseo: I'm sorry, I'm just seeing your question now.
renee.schmidt: Oh, that's okay. No, it's fine. Um, so I I'm struggling with some ebooks from sailing that I've been trying to activate and
renee.schmidt: And in the instructions for that, you know, it says to activate them in the CZ not the NZ but you talked you had a slide about searching in the NZ. So is there a difference because it's an ebook
Alana Nuth (Geneseo: Yeah, so if you are looking to either. So we're dealing with electronic so if you're trading appeal while you're activating
Alana Nuth (Geneseo: You can doing all that in the community zone and a CZ. Yeah. The only time like and the network zone, you'd be looking for your physical your print or to check the inventory of other Sunni is but you wouldn't be able to actually activate in the network like you would have to
renee.schmidt: Okay so searching only basically
Alana Nuth (Geneseo: Yeah, and I'm so glad you asked this because I probably wasn't clear enough. You would, you know, you would maybe searching. Well, let's just do this for real, as opposed to me just
Alana Nuth (Geneseo: We've got the time. So let's say we're searching on
Alana Nuth (Geneseo: Course, now I have to think of something. Let's just like this is going to give us a zillion results. But okay, we're looking at portfolios.
Alana Nuth (Geneseo: Let me think of something here. Um, let's do
Alana Nuth (Geneseo: Just licensed. This is nice. In my mind, yeah. Here we go. We just licensed us so we just started a subscription. So it's a journal. It's a portfolio. It's not an E book, but I think that it'll kind of stay true here.
Alana Nuth (Geneseo: You'll see.
Alana Nuth (Geneseo: You'll see that we we activated it. There's the order, it's linked to the community zone. But when we look in the community down
Alana Nuth (Geneseo: Here we go. So we've got 100 so this is one journal title I have 195 results. What makes these different is
Alana Nuth (Geneseo: You can see the different interface, right. So this is Wiley Blackwell full collection. This is why the online library science, the covered states are different. So if you're looking at
Alana Nuth (Geneseo: To kind of carry this on if we weren't sure what to use um
Alana Nuth (Geneseo: Let's say we didn't know which interface to use because there's so many different Wiley examples here what I might do is look in the network zone. And let me change this to all titles all titles. He words. Okay, there we go.
Network. Come on.
Alana Nuth (Geneseo: And now, hopefully someone else's activated this besides just us.
Alana Nuth (Geneseo: Okay, here we go. So there's 19 results and then we would see
Alana Nuth (Geneseo: Our who has this. So here we go. So here's the journal title. This is the platform. It's on.
Alana Nuth (Geneseo: Its by the age of you.
Alana Nuth (Geneseo: And we can see that I've activated it at Geneseo. But there's numerous other campuses that have. So this would be a good sign to activate this record now.
Alana Nuth (Geneseo: What makes us a little bit awkward though is we can see us by the ag you online.
Alana Nuth (Geneseo: We would probably have to dive a little bit deeper.
Alana Nuth (Geneseo: To see
Alana Nuth (Geneseo: The actual portfolio information. So the name of the actual interfaces here and the coverage dates are here.
Susan Davis (UBUFF): It's the collection name.
Alana Nuth (Geneseo: This collection line the
Susan Davis (UBUFF): Thing that made that is a collection
Alana Nuth (Geneseo: Of being Susan
Susan Davis (UBUFF): Um, yeah, I mean, I know you know what you're talking about is just for people that don't you
Alana Nuth (Geneseo: Know you're fine, Susan. I don't mind jumping
Susan Davis (UBUFF): But we do another I mean back to when you had the the list of all the possible collections, you could activate that title in
Susan Davis (UBUFF): One. They're not in any particular order that I can tell.
Susan Davis (UBUFF): This is true. Yes, me back further. So, you know, you got but we look to see if we've like already activated that collection. So we're going to just add this portfolio to it. So we would be looking when you had, you know, the
Susan Davis (UBUFF): You know, whatever that KGB. Sorry, you know, Wiley, then you had
Susan Davis (UBUFF): Corn and and all those
Alana Nuth (Geneseo: Yeah.
Susan Davis (UBUFF): We look for something with our house by the
Susan Davis (UBUFF): Function name because in the case of where we think, you know, we already have a bunch of Wiley titles.
Susan Davis (UBUFF): Let me just say we add another one.
Susan Davis (UBUFF): Yeah, so we're going to look for the one that we've already chosen
Alana Nuth (Geneseo: Yeah.
Susan Davis (UBUFF): Which we you know again is another way. And you have to like flip through all yeah 195 sometimes or it's you know it's while you can use your
Susan Davis (UBUFF): Interface facet to reduce that. But that's another strategy, besides the looking as you did for the, you know, where it's activated by other people in Sony so so you have a couple of methods.
Susan Davis (UBUFF): Yeah.
Alana Nuth (Geneseo: Susan, I'm glad you mentioned that. Because that makes a lot of sense. Like if you're still if you're purchasing repeatedly purchasing journals or ebooks from the same vendor, you're going to want to try to keep them all together.
Susan Davis (UBUFF): It's that first time when you get something new.
Susan Davis (UBUFF): And new then and I wish that there was a fat. Well, maybe there is, if I didn't
Susan Davis (UBUFF): Know that we would have to do with different kinds of search. I mean, I wanted to like be able to choose a collect choose it in a collection. We've already activated, you know, and
Susan Davis (UBUFF): And use this 195 even more. Sometimes you you know you limit it by say wildly there might be two or three screens worth
Alana Nuth (Geneseo: Exactly, exactly. Um, and here's that house is your
Susan Davis (UBUFF): Yeah, but it would be blue. I'm sorry. It would be blue.
Alana Nuth (Geneseo: It wouldn't be blue.
Susan Davis (UBUFF): Yes, if we and it would be over here by the name of the collection, not by the thought.
Susan Davis (UBUFF): is absurd title. Title we buy the the collection name so
Alana Nuth (Geneseo: Why this is black. Anyway, and that's another issue.
Alana Nuth (Geneseo: Yeah.
Yeah.
Susan Davis (UBUFF): There's always there's more than one way.
Susan Davis (UBUFF): To do something and Alma and get to the same result. It's just whichever one either. You learn to first or you find out about first or that you like the best.
Susan Davis (UBUFF): Go for it.
Alana Nuth (Geneseo: Thanks, Susan, Renee. Does that answer your question.
renee.schmidt: Yeah, that's that is helpful. I am one of the
renee.schmidt: We just got a whole whole handful of books in a series
renee.schmidt: In and I want to imprint. But then I saw, I need to just activate them.
renee.schmidt: Electronically because they're from a cinnamon press series and we so currently only have one activated. You know that I did not do so, I think it just migrated that way and it is available. Full Text through an EPS go academic collection.
renee.schmidt: But looking at the new ones that we have that I want to activate. They are only available or they are
renee.schmidt: Through Salem information through Salem, the records look better to me. So I'm thinking maybe I'll activate the new ones in Salem and maybe even change the old one.
renee.schmidt: If it's available. Yeah.
Alana Nuth (Geneseo: I mean, if that's if because your full text access is coming from the same platform. Right, right.
renee.schmidt: Right.
Alana Nuth (Geneseo: Yeah, and I think he I think you'd want them all to be activated from seeing them on Salem.
renee.schmidt: That's what I think, too, so
Alana Nuth (Geneseo: You just
renee.schmidt: Heard are going with this.
Susan Davis (UBUFF): Yeah, well, I know there is a collection Salem literature, if they're in that because that's like where we have all our McGill's activated, although our experiences that the say alone titles are
Susan Davis (UBUFF): Not exactly current
Susan Davis (UBUFF): Say there's a little lag.
Susan Davis (UBUFF): Between things showing up. And that was true. Actually, in serial solutions. So I don't know. I'm kind of feed Salem provides but
renee.schmidt: OK.
Susan Davis (UBUFF): But nonetheless,
Alana Nuth (Geneseo: Yeah. So here's that Susan, I think, was is that Salem would
Susan Davis (UBUFF): Yeah, I mean, I know that that's one that we have. And that's where I go to see if the
Susan Davis (UBUFF): The latest McGill's is actually in there, but there is a, like a serial record for it. We get it every year. But you if you buy like critical insights or some of the other series. Just, just to say the most if they're really currently published ones you
renee.schmidt: Might see them there and
Susan Davis (UBUFF): Again, you could try to take Salesforce case methods to see what the story is, but
renee.schmidt: Oh, that's interesting. Okay, yeah, yeah, yeah. Some of them are current and yeah I've activated them through Salem, you know, our admin account there and
Susan Davis (UBUFF): Right, so you have access. But again,
Susan Davis (UBUFF): Yeah, that feed through this. Yeah, they're not always
Susan Davis (UBUFF): Yeah synced up. I mean, everything is dependent on you know the cycle of the loads between the publisher and then sleepers has to do it. And then, yeah.
renee.schmidt: Okay, that's great to know
renee.schmidt: Okay.
Michelle Eichelberger: I would just chime into to agree that Salem is notorious for being leggy. So sometimes the only place you might find it in the season is an upscale but you really don't want to activate it there because you don't have access through the ups go
Michelle Eichelberger: You want to have it affiliated with a sale and package.
Michelle Eichelberger: Yeah, so you can manually, you know, you can manually type in it, excuse me, a local record as well inside that sale and package. So that's another way to do it or
Michelle Eichelberger: You know, you could Maggie, did a good presentation on using bit record and getting them in for ebooks, so
Michelle Eichelberger: That might be another option. But yeah, definitely. You want to make sure that you're activating in the collection from what you're actually getting the access. So that's an excellent question because Salem is it's sometimes hard to find in this easy.
renee.schmidt: Okay. All right. Great. Well, thank you both very much
Alana Nuth (Geneseo: Any other question or comment.
Alana Nuth (Geneseo: All right then. Well, I think we might end up and early. As always, the slides will be posted to base camp, and I thank you all for attending.