ERM Database Documentation : Access Confirmations : E-Journals on MetaPress

Overview:

Instructions:

1. Search for the e-journal by title search in the ERM database.
   (Note: The title search in ERM is a keyword search. If the word contains an apostrophe, either omit the entire word from the search or omit the apostrophe and all the letters that follow it.)
2. Click on the appropriate title in the results list to display the full record.
3. Check the following data elements in the Bib Rec tab to ensure that record you have retrieved matches the one on your list:
   • Title
   • ISSN
   • E-ISSN (if available)
   • Publisher
4. Verify that additional fields in the Bib Rec tab are as follows:
   • Record Type is Content
   • Interface is MetaPress
   • Material Type is Journal
5. If you make any changes to the Bib Rec tab, save the changes by clicking on the Update Record button at the bottom of the screen.
   (Note: If the Resource Status field is blank, then you will be unable to save the record. If the Resource Status field is blank, then change it to Implementation in Process).
6. Click on the Access Tab.
   • Verify that the Implemented Authentication Method is IP Address.
   • The link in the Primary Access URL/URI field should be an open url.
   • In MetaPress, open urls begin with the text: http://www.metapress.com/openurl .
   • If there is no url in the Primary Access URL/URI field, or if the url given is not an open url, then
     • Open a new browser window
     • Go to http://www.metapress.com
     • Search for the journal
     • Click on Linking Options
     • Copy and paste the open url which uses the print issn into the ERMdb Primary Access URL/URI field.
   • Click on the Update Record button if you have made any changes in the Access tab.
7. Confirm that we have been granted access to the contents of the journal.
   • Follow the link in the Primary Access URL/URI by highlighting and copying the text, opening a new browser window, and pasting the link into the address bar.
   • In MetaPress, volumes/issues to which we have access are highlighted in bold.
   • If volumes/issues are highlighted in bold, we take a few extra steps to ensure that our patrons won't encounter access problems.
   • For the first and last issue for which we have access, click on the issue to see the list of the articles in the issue.
   • In both the first and last issues, click on the PDF link to any article in the issue to verify that the article is in fact available to us.
   • For some earlier issues, only abstracts, not full text, may be present on the site. If this is the case work your way back to find the earliest issue with full text available.
8. If access is achieved:
   • Click on the Workflow tab:
     • Select Confirmed from Access Status field and record the date of the access confirmation.
     • Create an ANSI holdings statement in Holdings field for the full text issues to which we have access.
       (If we have a current subscription to the e-journal then the holdings statement should be open-ended. If our subscription has been cancelled or the title has ceased, then a closed holdings statement should be created.)
     • If BC users cannot access all of the full text issues that are online, check the Yes button for the Custom Holdings Required? field.
       (This step is important because if only some of the issues are available, we will need to customize holdings in Serials Solutions, SFX, etc.)
     • Click on the Update Workflow button at the bottom of the screen to save changes to the Workflow tab.
9. If access is not achieved:
   • Click on the Workflow tab
   • select Claim Needed from Access Status field and record the date,
   • or, select Not Online Yet and record the date if the journal is not yet available on MetaPress.
   • Click on the Update Workflow button to save changes to the Workflow tab.

Boston College Libraries
last revised: January 4, 2005
mckelvee@bc.edu