Electronic Acquisitions Department

Functions:
Electronic Acquisitions handles the acquisition, licensing, access management, and maintenance of electronic and licensed resources for all units of the library system. We are responsible for the maintenance and operations of the Verde, SFX, EReD, and EZProxy services.

Jeanne Shuttleworth, Department Head

Phone: 215 898 7563

jeannes@pobox.upenn.edu

Katie Brady Rizzio, Electronic Acquisitions Librarian

Phone: 215 573 0286

kabrady@pobox.upenn.edu | AIM: eresourcesklb

Melissa Musick, Electronic Acquisitions Bibliographic Specialist

Phone: 215 746 7958

musick@pobox.upenn.edu

Department contacts: fax: 215.573.9610 or email: elecacqu@pobox.upenn.edu

Collection Development/Management Information:

Trials: Current Trials (requires PennKey login). See also Pre-2005 archived trials.
Consortia
- NERL: current e-resource offers, Active NERL subscription dates and Current NERL Licensing information
- PALCI: current e-resource offers
- PALINET: current e-resource offers
E-Journal License/Subscription Information: Penn-specific subscription terms, publisher-specific pricing models, links to licenses, cancellation policies
Publisher title Lists - Penn subscribed
- Elsevier:
  - 2007 Elsevier renewal (requires PennKey login)
  - 2006 Elsevier list by entitlement type (e-only/print+e/UTL)
  - 2006 Elsevier format changes list per CDC
  - 2005 Elsevier Renewal List
  - 2004 Elsevier List with FUNDS
- Springer Journals spring 2004
- University of Chicago 2007
Statistics:
- Datafarm: E-resource Tracking (traffic to e-resources through Library handles)
- Datafarm: COUNTER data (vendor-side activity reports)
- Publisher/aggregator supplied statistics (no longer maintained, see Datafarm stats

Workflows and Documentation

General
- Monthly Pre-emptive Review (database subscriptions) [06.23.08 kbr]
- New E-Resource Workflow[02.27.08 kbr]
- Set up access points for password journal [03.07.08 kbr]
- Title Change Actions [11.26.07 kbr]
- Trials Workflow [08.05.08 kbr]
- overview. quiz[02.05.08 jls]
EReD
- Add single e-resource to EReD [07.21.08 mjm]
SFX and VERDE
- Locally created documentation:
  - Verde e-journal record types (grid) [04.10.08 klb]
  - Add a new resource to Verde: skeletal record [01.10.08 kbr]
  - Setting up standalone ejournals in Verde and SFX[02.18.08 klb]
  - Monthly updates:
    - Running monthly SFX updates [02.05.08 jls]
    - Verde/SFX Post Monthly Update General Process [07.21.08 kbr]
    - Verde/SFX Post Monthly Update Reports Review.doc [07.21.08 kbr]
- Ex Libris Documentation: includes Verde and SFX user guides, suggested practises, monthly update procedures, synchronization procedures, and server-side tasks information(requires username/password, contact elecacqu@pobox.upenn.edu)
- eService (contact support)
Voyager:
- Create a PO [09.07.06 kbr, updated 07.15.08 kbr]
- Create an Invoice [09.07.06 kbr]
  - Create a PALINET Invoice [12.18.07 kbr]
  - Create a PROCARD invoice [02.04.08 jls]
  - Ebsco electronic invoice processing [01.02.08 kbr]
- Create a new Vendor [03.01.07 kbr]
- Check fund balance [03.07.07 kbr]
- Prepayment for invoices on the processing ledger account (ebsco and SD) [01.04.08 jls - draft]
- Prepayment invoices [01.04.08 jls - draft]

Projects

ERM Implementation
- ERM at UPenn and discovery notes(please see basecamp project page for most recent docs.)
- KB ERM talk 02.22.07
MarcIt! Implementation
- MarcIt! information page(please see basecamp project page for most recent docs.)

Meeting Notes

NERL annual meeting

2004 (October 14-15, Princeton, NJ)
2005 (October 12, Rochester, NY)

ELUNA (formerly SMUG - SFX/Metalib User Group)

2004 (June 17-19, Boston, MA)
2005 (June 8-10, College Park, MD)
2006 (June 4-7, Knoxville, TN)
2007 (June 5-8, Spearfish, ND)

Administrative

General Department Procedures