Serials Solutions

Outline

• Learning Outcomes
• Getting Started
• Knowledgebase
• Updating the KB
• MARC Updates
• Searching & Finding

• Exercises

Learning Outcomes

• Understand how data in the Knowledgebase gets updated
• Become familiar with how eresource data relates to Duke systems

• Learn how to use the Client Center

Getting Started

Logging In

• https://clientcenter.serialssolutions.com/CC/Login/Default.aspx

• Getting an account

Products

• 360 Core
• Ulrichsweb
• 360 Link
• 360 MARC Updates
• 360 Search
• Summon

Support Center & Online Community

Exercise

Knowledgebase

Documentation Resources

• Overview of the Knowledgebase
  • ProQuest description
  • Scope of content: Ebooks, Ejournals, Databases
• Discovery is being driven by the quality of the metadata that is available
• The Knowledgebase is what we actually purchase access to and that Ex Libris/ProQuest is actually updating.

• Data is being maintained by SerSol staff

KnowledgeWorks

• The branded name for the knowledgebase that SerialsSolutions will often use
• Part of the 360 Core service
• Accessed and maintained using the Client Center

Entities in the Knowledgebase

How is the world of electronic resources modeled in the Serials Solutions Knowledgebase?

Providers

Database

Holding

Titles

Model

Knowledgebase Normalization

• Serials Solutions ID (SSID)
  • SSJ: Client center title view, MARC records, Management reports: stable!
  • SSIB: MARC reports, management reports: these are unstable!
• Title ID: holding ID in reports
  • in offline editor, management reports, URLs
• Databases have identifiers also: called database codes

• Constantly updating the KB identifying resources that are the same

Exercise

Updating the KB

• Continually updating
• In the support center:
  • Summary of Provider and Database Changes

Typical Support Request

• Discover that there is a problem
• Open a case
• Monitor that case
• Follow up as necessary

Opening a Case

• Through the ExL Salesforce Customer Portal
• Request an account from Perkins
• Make sure the grants are correct

Salesforce

Tips for Success

• include as much detail as possible in the original request
• most data changes have to go to another stage
  • a separate data management team at SerSol

Local Changes

What sorts of things do folks here at the Law Library and at Duke University Libraries?

Activations

• At the database level
  • subscribed
  • not tracked
  • title coverage: "we only subscribe to some titles"

• At the holding level "subscribing"

  • Subscribed
  • Not tracked

Activations

• We have some control over the coverage dates
  • This comes from our license information or our agreement
  • There is some specialized formatting to say something like Current year only
• We leave local notes in "shared" databases

Exercise

MARC Updates

• Weekly process
• Matches the authority versions of journals and ebooks to MARC records
• separate records for print and online!
• Records are loaded each week

Matching

• Generally the process seems to be based on LCCN
• Prefer print
• Will generate a brief record with no match

Loading

• Records are loaded on a weekly basis
• overlap and match based on SSID
• Records are sorted into brief and full

MARC Records

• 035: SSID: (SSJ or SSIB)
• 901: SSID: (SSJ or SSIB)
• 904: Source of Record
• 915: Database
• 916: Provider
• 856: URL

SerSol MARC Fields

Exercise

Searching & Finding

eBooks

• https://library.duke.edu/find/ebooks

• User centered - pushes to faceted catalog searches

eBooks

eBooks

Online Journals

• https://library.duke.edu/find/journal-titles

Online Journals

Catalog

• Searching the catalog
• MARC records create searchable descriptions in Endeca
• URLs go to the "1-Click"
  • displays the resource in a browser window with additional controls to navigate to other providers
  • The database you go to is configured by a priority order

Exercises

Exercise 1

• Find the journal: The Supreme Court review in the Online Journal Finder
• What databases is it available in to Duke users?

Exercise 2

• Find the journal The Supreme Court review in Serials Solutions Client Center
• What databases is it activateable in?

Exercise 3

• Find the journal: "The Supreme Court Review" in the catalog
• What database and provider are you taken to

Exercise 4

• Find the database: LexisNexis Academic
• How many holdings are there (titles)?
• How would we figure out which library is responsible for this db?

Exercise 5

• Search for the book: "Just mercy" in the Client Center
• How many titles are there?
• Which one does Duke have available
  • and with what database and provider?