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Engineering Synthesis: Large-Scale Electronic Resources Management
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Engineering Synthesis: Large-Scale Electronic Resources Management

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Presentation at Charleston 2011 Conference. Abstract: With library online collections often exceeding 50% of materials budgets, electronic resources management has become an essential service for …

Presentation at Charleston 2011 Conference. Abstract: With library online collections often exceeding 50% of materials budgets, electronic resources management has become an essential service for ensuring the visibility of and seamless access to these sought-after collections. Electronic resources management is a developing field, which requires adaptive methods for managing access to critical online information resources as needs emerge and systems develop. As resources rapidly transition to online and libraries seek to expose a greater number of e-collections to their patrons, having a well-designed and flexible e-resources management infrastructure is critical to streamlining internal operations and providing a positive front-end user experience. This presentation describes the changes and developments of the e-resources workflow over the last 5 years at a large research institution and the presenters’ drive for an establishment of local “best practices” for electronic resources management. The presentation will cover the transitions in e-resources management and will address topics such as: staffing, systems used, and annual expenditures. Systems discussed will include: web discovery tools, openURL tools, federated search tools, ERMs, database discovery tools, statistical management tools, and additional emerging technologies. From the perspective of a large research institution, the presenters will offer their visions of future trends and best practices in e-resources management. Through attending this presentation, participants will increase their knowledge of managing e-resources in a large collection, will develop an awareness of the complexities associated with e-resources management, will discover tactics for streamlining operations for greater ROI, will gain perspectives on engineering dynamic workflows to provide appropriate solutions in ever-changing situations, and will gain knowledge of and exposure to various systems used in e-resources management

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  • 1. Engineering Synthesis:Large-Scale Electronic Resources Management Presented by Colleen Major & Susan Marcin Electronic Resources Librarians Columbia University Libraries November 4, 2011
  • 2. Agenda● E-Resources at Columbia University● Managing E-Resources Through the Years● Current Methods & Tools to Streamline Processes● Positive Front-End User Experience● 2CUL: Collaborative E-Resources Management● Take-Away Points
  • 3. A Snapshot: E-Resources at Columbia University
  • 4. Through the years... Systems, staffing, & budgeting Photo by Alan C.Image (musical notes): Teeple, releasedSome rights reserved by under the GNU FreeVectorportal Documentation License
  • 5. FY 2007 Staffing Image: Some rights reserved by Barnabus, Slayer of 3vil
  • 6. FY 2007 Systems● Ex Libris for: openURL, ERM, ILS● Serials Solutions: 360 MARC records● Locally developed Databases page, E-Journal Portal
  • 7. FY 2007 Budget
  • 8. FY 2008 StaffingImage: Some rights reserved by Cushing MemorialLibrary and Archives, Texas A&M
  • 9. FY 2008 Systems● Ex Libris for: openURL, ILS, federated search● Serials Solutions: 360 MARC records, ERM● ScholarlyStats● Locally developed Databases page, E-resources order form, E-Journal Portal
  • 10. FY 2008 Budget
  • 11. FY 2009 Staffing Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M
  • 12. FY 2009 Systems● Serials Solutions 360 for: openURL, ERM, MARC● Ex Libris for: ILS, federated searching● ScholarlyStats● Locally developed Databases page, E-resources order form, E-Journal Portal
  • 13. FY 2009 Budget
  • 14. FY 2010 Staffing ● 3-ish staff ● 2 full-time + 2 "borrowed" part-time from another library departmentImage: Some rights reserved by CushingMemorial Library and Archives, Texas A&M
  • 15. FY 2010 Systems● Serials Solutions 360 for: openURL, ERM, MARC, Statistics, Summon Web-Scale Discovery, E-Journal Portal● Ex Libris for: ILS, federated searching● ScholarlyStats● Locally developed Databases page, E-resources order form
  • 16. FY 2010 Budget
  • 17. FY 2011 StaffingWe have 2librarians and 4staff, but we couldstill use a few morepeople in thedepartment.
  • 18. FY 2011 Systems● Serials Solutions 360 for: openURL, ERM, MARC, Statistics, Summon Web-Scale Discovery, E-Journal Portal● Ex Libris for: ILS, federated searching● Locally developed Databases page, E-resources order form
  • 19. FY 2011 Budget * Estimated -- Actual ARL stats not available at time of presentation
  • 20. Current Methods & Tools toStreamline Internal Processes Image: Some rights reserved by rachel_thecat
  • 21. Ordering
  • 22. Ordering
  • 23. Cancellation Form
  • 24. Cancellation Spreadsheet
  • 25. Renewal Calendar
  • 26. ProblemReporting
  • 27. What wesee whene-resourceproblemreport issubmitted
  • 28. Problem reporting wiki
  • 29. Licensing
  • 30. Positive front-end user experiencePost-it® says"campanello"(doorbell).This designoffered such apositive userexperience, itdemanded alabel. Image: Some rights reserved by giopuo
  • 31. E-Resources Interface Working Group
  • 32. Database Interface Advisory Group
  • 33. Spectrum Project
  • 34. E-ResourceAssessmentWorkingGroup
  • 35. Additional user-experience initiatives
  • 36. Collaborative Electronic Resources Management http://2cul.org/
  • 37. 2CUL SystemsCornell U Libraries Columbia U Libraries ● III: ERM, DBs, openURL ● 360: ERM, MARC, Summon, ● 360: MARC, Summon COUNTER, E-Journals, ● Ex Libris: ILS openURL ● Local CUL systems ● Ex Libris: ILS, Metalib ● Local CUL systems: DBs
  • 38. Joint 2CUL Activities
  • 39. Take-away pointsImage: Some rights reserved by sfllaw
  • 40. Tools toStreamline E- ResourceManagementImage: Some rights reserved by Robert S.Donovan
  • 41. The Knowledge Base Image: Some rights reserved by watchsmart
  • 42. Streamlining Licensing & Ordering/Renewals Image: Some rights reserved by Siomuzzz
  • 43. Streamlining Troubleshooting Image: Some rights reserved by basheertome
  • 44. Streamlining through Collaboration Image: Some rights reserved by JanneM
  • 45. Colleen Major, cmm2169@columbia.eduSusan Marcin, sem2166@columbia.edu Image: http://www.openclipart.org/detail/159643/thank-you-pinned-by-juliobaha