Introduction
In July 2020, Yale University Library implemented the use of EZproxy to provide remote access to most of our library licensed e-resources. With the addition of this new remote access option, ERSM has created the following guidelines for catalogers so that they can create or update records in a way that is consistent with new practices required for remote access.
If you are cataloging a new licensed e-resource and you did not acquire it through ERSM workflows, please notify ecollections@mailman.yale.edu so that staff can properly configure proxied access if needed.
For all licensed e-resources:
If a licensed e-resource will be proxied, add the following:
1. Append Yale’s EZproxy prefix to the front of the e-resource URL in the 856 $u | |||
a. | Proxy prefix: https://yale.idm.oclc.org/login?URL= | ||
b. | Example of prefixed URL: https://yale.idm.oclc.org/login?URL=https://www.jstor.org/ | ||
c. | Use the prefix URL exactly as noted above, including the “=” symbol; do not put any spaces between the prefix and the e-resource URL. | ||
2. Insert a 953 $a (indicators = blank) with the original, unproxied e-resource URL |
For e-resources in the Databases A-Z list only:
1. | Identify the type of remote access required for the e-resource (for help, contact ecollections@mailman.yale.edu): | |||
a. | EZproxy (VPN secondary) | |||
b. | Institutional username and password | |||
c. | Personal account | |||
d. | On-site use only; no remote access allowed | |||
e. | Yale single sign-on (Shibboleth) | |||
f. | Yale Central Authentication Service (CAS) | |||
g. | VPN only | |||
h. | No remote access authentication required (open access, freely available, locally hosted materials on Yale servers) | |||
2. | If remote access method matches any of the situations above, select relevant 590 Local Note from MARC Record Stock Phrases for E-Resources. Resources that do not require remote access authorization do not require this 590 local note. | |||
3. | The new remote access 590 local note field should be placed as the first 590 local note field in the record, above all others. |