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Package-Level Records in Vera

Kinds of Packages

The Ejournals Team has identified the following types of package records:

  1. True package: This package level record in VERA will show to the public and provides an entry point for users to all the titles included within that package. We would use one purchase order number to buy this package and individual titles would be listed as comes on numbers to the main PO number. Examples of a true package are Muse, JSTOR, Blackwell STM and Elsevier (with some nuances).

  2. Pseudo package: This is a package that includes groups of tiles that are related to each other from an E point of view (similar access) but it is purchased using more than one purchase order number. Society publications are a sometimes good example: (American chemical Society, American Institute of Physics, and Royal Society of Chemistry).

  3. Interface-based or Template package: This is a group of titles whose common element is an interface and uses an established template to make new records. This group of titles is considered a "package" based on provider/aggregator only and has nothing to do with purchasing methods. Each title would have a separate purchase order. Examples of this are Ingenta, Metapress, Highwire.

  4. Aggregators Template: This type of package represents databases, provides one entry point and is represented in acquisitions as one purchase order number.

  5. Publisher Name Package: This is a group of titles that are often dependent on print subscriptions. They have a common publisher but are ordered individually using separate POs. [They often have acquisition structures and access methods in common.] Examples of this type of package would be Cambridge University Press, World Scientific, De Gruyter, MIT Press.

Field Values in Records: What fields should be filled in for a Package-Level Record?

Vera Field
 Value Who?
Hide

True Packages: No

All other packages: Yes; also, see [PERMANENT HIDE] note in title field below.

record creator
Package
 parent record creator
See Ref
 check box if this record is telling you to look at another record for full information record creator, or anyone
Related Records
 check box if this record has other related records that point to it record creator, or anyone
ID #
 automatically assigned by Vera  
Title
 Name of the package; if record is Hide=Yes, include the phrase [PERMANENT HIDE] at the end of the field record creator
Interface
 Choose from the drop down list. Leave blank for Publisher Name package where there are multiple interfaces for the same publisher (e.g., MIT Press) record creator
Publisher

Use the name of the publisher for True packages, Pseudo Packages, and Publisher Name Packages.

Do not use for Interface-based or Template packages, or for Aggregators Template.

record creator
Type
 Ejournal record creator
URLNative

True and Aggregator packages: the URL for the main page for the package

Interface-based or Template: the URL for the main page for the interface

Pseudo and Publisher Name: price list, or general web site address for publisher

 record creator
Remote Access OK
Yes; we are assuming that Remote Access is allowed and setting this field to yes (for both the package level record and the title level records), UNLESS we see something in the terms that disallows this access. record creator
Licensed
 Yes; remember that "licensed" here means that you had to work with the publisher / interface provider to set up access. Even if there is no license or terms at all, if you have to do something to set up the access, this field should say Yes. record creator
License Type
Choices are listed in the drop down menu. record creator
Licensed notes

Any note information that has to do with the license.

See also more detailed instructions for Checking for License Terms.

ACTIVATION DETAILS
Include detailed instructions on how to activate titles, including URLs, login information, user names, passwords, helpful tips and tricks, etc. Ideally, this information would live it its own field, but for now it can go here. Be sure to include ACTIVATION DETAILS as a "header" before the information you type, and sign and date what you write.

LICENSE DETAILS
Include the URL of the terms, if they are passively mounted. Include any other pertinent licensing information here that can't be coded in other licensing fields. Be sure to include LICENSE DETAILS as a "header" for the information you type, and sign and date what you write.

MAINTENANCE DETAILS
Include detailed information about what it means to maintain this package. Be sure to include MAINTENANCE DETAILS as a "header" before the information you type, and sign and date what you write.

 anyone
Tech Phone
 . .
Contact Info
 include as detailed information as you can record creator, or anyone
Order

For True Packages and Aggregators, the PO Number on which the package is paid.

Not applicable for other kinds of packages

 record creator, or anyone
Payment

how will the payment will be made

Split pay details are recorded here, and can also record to which party payments are made (e.g., print payments to Swets/OH, online payments to publisher, which is true for Wiley, Elsevier, Springer, and others I'm sure)

 usually Ellen or Kim, but could be anyone
Maintainer

drop down list of EJ Team members: tells who is the expert for this package

If the expert listed is "EJ-Team (any member of team)," it means that anyone on the EJ Team can handle the maintenance aspects of this package.

 record creator, or anyone
Product Sponsor
 drop down list of subject selectors who are "responsible" for the package (will be assigned by Ellen) usually Ellen
Acquisitions Details

what kind of "package" is this? Use the terms from the above list.

PRICING MODEL [year]
In order to keep track of the changing pricing models, using the standard phrase "PRICING MODEL 2006" (or whatever year you're talking about) and describe the pricing model (e.g., online free with print; print is 10% of list, online is 100% of list; print is 100% of list, online is an additional 5%; etc.)

Since this field can get long quickly, separate CURRENT INFORMATION from HISTORICAL INFORMATION. See ScienceDirect as an example.

 anyone
Kinds of Packages text last updated at the December 2, 2004 EJ-Team meeting; page last updated by Kim Maxwell, September 21, 2007