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Guidelines for Setting Up 793 $a for Electronic Resources

For instructions on how to code the 793 $g, refer to Using 793 $g to Code Status of Access to E-Serial Content, and its Supplement.

[NOTE: This document applies to licensed (paid), open access, DDA, EBA, and EBS titles]

CONTENTS:

  1. Eight or more titles
  2. Seven or fewer titles
  3. 856 $z conventions
  4. Open access resources (special situations)
  5. Differentiating UCSD and CDL licensed resources
  6. Analytics
  7. Journal issues in ebook or emonograph series
  8. Demand-Driven Acquisition (DDA) (Includes PDA and leased)
  9. Evidence-Based Acquisition (EBA) (Includes EBS and ESP)
  10. Platform migration and content provider/collection name changes

 

1. Eight or more titles: If there are 8 or more titles that are grouped under a common domain, create a distinct 856 $z [package name] and 793 title hook for the grouping, and fill out the Google 793 request form for approval. As a general rule, 793 title hooks should strive to reflect both the name of the package as it appears on the website and its known name from an acquisitions/licensing stand point. Avoid use of initialism/acronyms unless there is a strong reason to do so.  Unless dates are part of the name of the package, do not add them to the 793s.  793s may be suffixed with one or more of the following: "online conference proceedings," "online journals," "online monographs," “online databases,” “online newspapers,” “online videos,” “online audio,” or "online datasets." Only Special Collections & Archives uses the following suffixes: "online images," "online maps," and "online manuscripts."  You can start using the 793 once it has been added to the e-resources tracking pages by Renee or Hanley for UCSD resources and Donal for CDL resources. For paid resources, the distinct title hook will be used in the $a; for open access resources it would be used in the $p. 

793 0_ JSTOR online journals.

793 0_ Open access resource; selected by the UC Libraries. $p BioMed Central online journals.

793 0_ AccessMedicine online monographs.

793 0_ UCSD licensed databases.

2. Seven or fewer titles: If there are 7 or fewer titles in a package (i.e., total number extant, not the number that we have cataloged or paid for) and there is no apparent need to set up a distinct 793 title hook:

for paid titles, use:

793 0_ Miscellaneous <UC or UC San Diego> subscription online journals.

793 0_ Miscellaneous <UC or UC San Diego> subscription online monographs.

for open access titles, use:

793 0_ Open access resource; selected by the <UC Libraries or UC San Diego Library>.

NOTE: **If there are 7 or fewer titles and there is a need to set up a distinct 793 hook, discuss with Renee.**

3. 856 $z conventions: Generally speaking, the 856 $z is a short note that reflects the 793 hook and identifies platforms (landing pages) as appropriate.  Avoid use of initialisms/acronyms unless there is a strong reason to do so.  For most open access and titles that don't belong to a package (e.g., miscellaneous subscriptions), use "Publisher's website."  For most gov docs and databases, do not assign a 856 $z.  

793 0_ JSTOR online journals.
856 41 $z JSTOR.

793 0_ American Heart Association online journals.
856 41 $z American Heart Association via HighWire.

793 0_ Miscellaneous subscription UC San Diego online journals.
856 41 $z Publisher's website.

4. Open access resources (special situations)

  1. Open access resources by commercial publishers 

    UCSD and CDL may be licensed for titles from publishers that also offer open access titles. As a result, a 793 may already exist for the licensed titles.  Construct the 793 for the open access title by adding the established 793 of the licensed package in $p.

    793 0_ Open access resource; selected by the <UC Libraries or UC San Diego Library>. $p [established 793 hook for licensed package].

    793 0_ Open access resource; selected by the UC Libraries. $p Taylor & Francis online journals. 
  2. International documents

Per the January 2008 SCFG meeting, assign the following >793 for international documents (not including EU documents):

793 0_ Open access resource; selected by the <UC Libraries or UC San Diego Library>.

Even if there are 8 or more titles grouped under a common domain, do not create a separate hook for the grouping.

 

5. Differentiating UCSD and CDL licensed resources 

All 793 hooks for UCSD licensed resources will be distinguished by the presence of "UC San Diego Library" or "(UCSD)."  If the hook is distinguished by the qualifier (UCSD), it will appear at the end of the 793 $a which facilitates browse results.

793 0_ JSTOR online journals (UCSD).
793 0_ EBSCO (UCSD). $b Applied science & technology full text online journals.

6. Analytics

All online journal analytics should have their own 793 hook.  Though some analyzed journals may contain fewer than 8 titles due to title changes or cessations, 793 hooks still apply since analytic treatment decisions for serials apply to the entire serial.  

a. Journals:

Use the established title hook for the package followed by $p [journal title] + online monographs.

793 0_ Project Muse online journals (UCSD). $p Social text online monographs.

793 0_ JSTOR online journals (UCSD). $p Philosophical perspectives online monographs.

b. Working papers:

Use the open access resource title hook followed by $p Working papers + [working papers title].

793 0_ Open access resource; selected by the UC San Diego Library. $p Working papers (World Institute for Development Economics Research)

c. U.S. documents:

Use the open access resource title hook followed by $p U.S. online analyzed serials + [journal title]).

793 0_ Open access resource; selected by the UC San Diego Library. $p U.S. online analyzed serials (Economic and policy analysis working paper).

For package title hooks that already consist of a $p, omit the intervening $p in favor of [journal title]+online monographs

793 0_ Newsbank/Readex online newspapers (UCSD). $p Hispanic American Newspapers, 1808-1980. $p Grito online monographs.
CORRECT: 793 0_ Newsbank/Readex online newspapers (UCSD). $p Grito online monographs.

The e-resources tracking page will be updated under package name to reflect the new 793 statements.

7. Journal issues in ebook collections or emonograph series (For serial issues in DDA packages, see #6)

Occasionally, journal titles or series may appear in ebook collections.  If the journal or series issues are not analyzed, and the work is better cataloged as a serial (e.g., no distinctive titles, cataloging precedent for treating the title as a serial, frequently issued editions of textbooks, etc.), a new title hook may be required to distinguish the license and package from which it emanates.  If there are separate licenses for ebooks and journals, and separate 793 hooks have already been established for each, establish a new title hook as follows:

793 0_ [Established 793 hook for ejournal]. $p [Provider name] eBook collection.

Examples:

793 0_ SpringerLink online journals. $p Springer eBook collection

793 0_ Royal Society of Chemistry online journals (UCSD). $p RSC eBook collection.

NOTE: The $p provider name can be abbreviated as needed to keep the 793 hook succinct.

 

8. Demand-Driven Acquisition (DDA) (Use also for Patron-Driven Acquisition (PDA) and packages based on a "leasing" model)

CDL exception: Do not apply to CRC Press DDA titles.  Consult the CDL eresources tracking page for the established 793s.  Do not perform retrospective cleanup on these to make them conform to the standard below.  All other package 793s should be established following the standard below.

Demand-Driven Acquisition (DDA) packages are difficult to track and monitor so 793 hooks help facilitate the DDA workflow.  Libraries do not own DDA titles so it’s important to distinguish them from licensed or open access titles.  However, DDA titles may later be automatically purchased or "leased" after being accessed a set number of times.  To reduce confusion between the various DDA packages and contracts, establish a different 793 hook for pre-purchased titles in each package.  After DDA titles have been purchased, the hooks should be changed to reflect their purchased status or a new hook may need to be established if an appropriate one does not already exist.  Use the following guidelines to help establish useful 793 hooks for pre-purchase and purchased titles in DDA packages:

Pre-purchase DDA titles:

  • Consult the eresources tracking pages (UCSD and CDL) to see if 793 has already been established for the ebook or ejournal package.  If not, follow the guidelines above to establish a 793:
    e.g., 793 0_ JSTOR online monographs.
  • Add "DDA" following the name of the provider, preceding the "online ..." suffix.  If part of a UCSD DDA package, add the (UCSD) qualifier at the end of the 793 $a.  If part of a CDL DDA package, add "CDL" preceding "DDA".

    793 0_ JSTOR DDA online monographs (UCSD).
    793 0_ JSTOR CDL DDA online monographs.
    793 0_ Kanopy DDA online videos (UCSD). (unleased titles)
    793 0_ ProQuest (UCSD). $p Ebook central DDA online monographs.
  • If the package needs to be distinguished from others as a short-term collection or project, add the word "pilot" after the DDA designation. 

    793 0_ JSTOR CDL DDA pilot online monographs.
  • If the package needs to be distinguished by dates due to contract terms, and affects tracking, add a short name identifying the package and the year or ISO 8601 date format [yyyy-mm] in a 936 field.  The text in the 936 field also needs to be approved and added to the eresources tracking pages before use.  The 936 field is added to both the NET and CDL records.  (NOTE: the 936 fields in the CDL records are not distributed to the campuses)

    793 0_ Airiti CDL DDA online monographs.
    936 _9 Airiti DDA 2015-01

Purchased or leased DDA titles:

  • When a DDA title has been purchased, remove "DDA" or "CDL DDA" to reflect that it no longer has DDA status or apply an established 793 hook for the package in question.

793 0_ JSTOR online monographs.

  • If a purchased title is cataloged as a serial, create a 793 hook to distinguish it from the ejournal license since it was purchased as an ebook.

793 0_ JSTOR online journals. $p JSTOR purchased online monographs.

  • Leased titles: If the title has been leased, add the word "leased" after the provider name preceding the "... online" suffix to distinguish it from a licensed title (e.g., "owned" title with perpetual access).

         793 0_ Kanopy leased online videos (UCSD). (leased)
         vs.
         793 0_ Kanopy online videos (UCSD). (owned)

9. Evidence-Based Acquisition (EBA) (Use also for Evidence-Based Selection (EBS) and Evidence-based Selection Planning (ESP))

Evidence-Based Acquisition (EBA) differs from Demand-Driven Acquisition (DDA) because institutions pay up front to access a collection of titles for a set time period.  At the end of that set time, librarians must select which titles to buy based on patron use (or not) with the money paid up front.  Establish a unique 793 hook for EBA titles as follows:  

  1. Consult the eresources tracking pages (UCSD and CDL) to see if a 793 hook has already been established for the ebook or ejournal package.  If not, follow the guidelines above to establish a 793:
    e.g., Taylor & Francis online monographs.

  2. Add "EBA" following the name of the provider, preceding the "online ..." suffix.  If part of a UCSD EBA package, add the (UCSD) qualifier at the end of the 793 $a.  If part of a CDL EBA package, add "CDL" preceding "EBA". 

    793 0_ Taylor & Francis EBA online monographs (UCSD).
    793 0_ Taylor & Francis CDL EBA online monographs.

  3. When EBA titles have been selected, remove the “EBA” designation to reflect its “purchased” status.

    793 0_ Taylor & Francis online monographs.
    793 0_ Taylor & Francis online monographs (UCSD).

 

10. Platform migration and content provider/collection name changes

 


Prepared by: Adolfo Tarango, Nov. 21, 2005
Revised and updated: November 8, 2017
Reviewed and updated: May 22, 2018