I have attached a Word document for the "Verde Procedures - New eConstituents_Consortial" for the cataloguers to follow when doing their portion of the Monthly updates. AT.

 

 

 

 

STAFF PROCEDURES MANUAL- Verde Searching and KB Updates

 

 

General Guide for Searching Content in Verde

 

 

1)         Change the search profile to include the KB

 

2)         ***TO DO: Edit this section with your suggestions & tricks

 

3)         Change eConstituent status to Production

                       

a)      Search package / standalone in Verde

b)      Bring up eConstituent list

c)      Select Update button

d)      Change eProduct status to Production

e)      Select Update Package box

f)        Submit

 

 

 

 

DRAFT: Deleted ePackages or eStandalones

 

Contents: Packages/ Standalones removed from the KB: withdrawn by publisher, migrating, ceased

 

 

1)         Change ePackage or Standalone status to Withdrawn

 

 

2)         Change eConstituent status to Withdrawn

 

a)      Search package in Verde

b)      Bring up eConstituent list

c)      Select Update button

d)      Change eProduct status to Withdrawn

e)      Select Update Package box

f)        Submit

 

 

DRAFT: New ePackages or eStandalones

 

 

Contents: New ePackages/ eStandalones in KB

 

 

 

1)         Compare the list of new additions to your file of requests for the KB.

 

2)         Search KB, and remember to change the search profile to include the KB

 

3)         Change the package /standalone status to Production.

 

4)         Designate the package as selective complete or selective partial where necessary. (Standalones are not designated aggregators or selective, this designation is for packages only.)

 

5)         Change eConstituent status to Production

                       

a)      Search package / standalone in Verde

b)      Bring up eConstituent list

c)      Select Update button

d)      Change eProduct status to Production

e)      Select Update Package box

f)        Submit

 

6)         Report missing content to Electronic Resources Librarian

 

 

DRAFT: Deleted eConstituents

 

 

 

1)         Change status from Production to Withdrawn

 

 

           

 

 

DRAFT: New eConstituents

 

 

 

1)         Compare the list of new additions to your file of requests for the KB. Put into PRODUCTION

 

2)         Search new content to confirm access. *** TO DO: Create tools to assist staff in locating publisher’s site and our content.   Put into PRODUCTION

 

3)         Titles without MARC load record- check MORRIS, note whether URL or new bib needed

 

4)         Update Serials Solutions

 

5)         Titles without MARC- paste URL in spreadsheet

 

6)         Note content missing from Verde on spreadsheet

 

7)         Send email to Andrea when finished

 

 

Procedures TO DO:

 

Migrations

 

Problem Reporting

 

How to update selective complete versus selective partial

 

 

 

 

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