Monday Minutes: ERM Module Local Holdings

by Jessie Zairo on Sep 18, 2023

In this week's Monday Minutes, Kelly and Jessie dive into the local eHoldings with the ERM module. With the eHoldings module, staff can track electronic titles and packages (group of titles) that your library subscribes to through a specified provider. Local - eHoldings are electronic resources stored in the Koha database. These are all other electronic resources from other vendors that have a bibliographic record in Koha and are searchable in the Koha catalog.

Local eHoldings

Local - eHoldings are electronic resources stored in the Koha database. These are all other electronic resources from other vendors that have a bibliographic record in Koha and are searchable in the Koha catalog.

Local eHoldings enables staff to add electronic resources for their streaming titles, ebooks, electronic magazines, databases, websites, or electronic services they subscribe to. If your library does not have EBSCO, you can add all other electronic resources here.

Creating local eHoldings titles and packages

Remember, local eHoldings are created and stored in the Koha database. This means you can upload MARC records in bulk using the stage MARC records for import tool or create bibliographic records for your titles.

Tip: Staff can automatically create a bibliographic record in Koha for a title using the data entered into the ERM module when they create local packages before local titles. Staff can link the titles to the packages created (this auto-creates the title).

Adding Local Titles, Packages and Batch Options for eHoldings

Local Package

• Navigate to E-Resource management > eHoldings > Local > Packages
• Click + New Package
  • enter the package name (required)
  • vendor - pulling vendor data from the acquisitions module
  • type select the type (default is complete or local). This can be customized in the authorized value forERM_PACKAGE_TYPE (READ MORE).
  • content type - select the content type. This can be customized in the authorized value for ERM_PACKAGE_CONTENT_TYPE. (READ MORE).
    
  • notes - free text field
• Click + Add new agreement
  • this will display any agreements created in the erm module for staff to select from.
• Click Submit.

Local Title

• Navigate to E-resource management > eHoldings > Local > Titles
• Click + New Title
  • A publication title is required.
  • Staff can choose from over 20 additional fields to uniquely identify that title in the system.

• Click + Add to another package to select the package you previously created.
• Staff will now be able to see the local title they have created in the Koha catalog. When clicking on the local title, they will see a link for Local bibliographic record. This will take them to the bibliographic record created in Koha.
  • Staff can edit the bibliographic record to identify the correct itemtype in the record (942$c).

Koha will map the KBART metadata to MARC21 through the fields outlined in the Koha Manual. (Read More)

Adding Local Titles in Bulk

Staff can batch load eholdings into the Koha ERM using the Stage MARC Records tool to batch load the records.

• Navigate to Cataloging > Stage MARC records for import
• Import a File of Records into Koha. (follow the tutorial for first time users)
  
• Navigate to Lists
• Click + New List
• Add the biblionumbers of the imported bibliographic records to a new local titles list (Read More Using Lists in Koha).
• Navigate to E-Resource management > eHoldings > Local > Titles
• Click + Import from list
  
• Select from the drop-down menu the local package you want the new local titles to be added to
• Below the local package you will see a list of "lists"
• under the actions column select Import to bring the file of titles into the package

Additional Resources

Koha ERM Module

Koha ERM Module - eHoldings