Electronic Resource Management and Licensing: Info for the New and/or Accidental ERM Librarian
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Electronic Resource Management and Licensing: Info for the New and/or Accidental ERM Librarian

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After presenting Human TERMS of Engagement at ER&L 2014, conversations with librarians new to e-resource management positions and those who are suddenly responsible for managing e-resources led to ...

After presenting Human TERMS of Engagement at ER&L 2014, conversations with librarians new to e-resource management positions and those who are suddenly responsible for managing e-resources led to requests for information about where to start learning more about this important area of librarianship. The following reading list and discussion questions are from my syllabus when I taught a section of LIS 755: Electronic Resource Management and Licensing in Fall 2012 and 2013 for University of Wisconsin – Madison’s School of Library & Information Studies as an asynchronous online class. I share this with hopes that the readings and questions will be helpful to those new to the work.

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Electronic Resource Management and Licensing: Info for the New and/or Accidental ERM Librarian Document Transcript

  • 1. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Electronic Resource Management and Licensing: Information for the New and/or Accidental ERM Librarian What is This Document? At ER&L 2014, I gave a presentation entitled Human TERMS of Engagement: Abstract: Only 19% of accredited LIS programs appear to have a course on ERM. Thus, for continued evolution of online resource management, we need to determine how to share our expertise. This presentation explores using TERMS and NASIG’s Core Competencies for staff development as well as teaching a library science course. - http://tinyurl.com/humanterms After the presentation, conversations with librarians new to e-resource management positions and those who are suddenly responsible for managing e-resources led to requests for information about where to start learning more about this important area of librarianship. The following reading list and discussion questions are from my syllabus when I taught a section of LIS 755: Electronic Resource Management and Licensing in Fall 2012 and 2013 for University of Wisconsin – Madison’s School of Library & Information Studies as an asynchronous online class. I share this with hopes that the readings and questions will be helpful to those new to the work. Please contact me with questions and feedback: Galadriel Chilton | galadriel.chilton@lib.uconn.edu Framework The readings and discussion questions were selected using TERMS: Techniques for Electronic Resource Management as a framework for understanding and analyzing electronic resource management. TERMS image by Jill Emery and Graham Stone, used in accordance with their Creative Commons license. https://library3.hud.ac.uk/blogs/terms/
  • 2. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Course Readings and Discussion Questions Week Topic Weekly Readings Discussion Questions/Activities 1 Introduction  What is electronic resource management?  What is an electronic resources management librarian?  How is the ERM librarian’s work analogous to Harold and his purple crayon? Harold & The Purple Crayon by Crockett Johnson https://www.youtube.com/watch?v=tCStPxnn3GM&list=UUVst Vj4ME4e2Bzoaee1GfTQ Galadriel’s Job Description Course Syllabus Discussion Question: From your current knowledge, how do you think managing e- resources might be like Harold and his purple crayon? Job Ad Review + Discussion: Search library job posting sites (e.g. ALA Joblist, The Chronicle of Higher Education, LisJobs, etc.) for positions that will be managing a library’s/libraries’ e-resource collections. Post the job title and link to the job posting and then the top three- five skills you perceive are sought by the hiring institution. 2 Overview of E-Resources Management:  TERMS: Techniques for Electronic Resource Management  Electronic Resource Librarianship TERMS: Techniques for Electronic Resource Management http://6terms.tumblr.com/post/15641175710/ms-word- document-of-the-6-terms NASIG Core Competencies Task Force. (2013, July 22). NASIG Core Competencies for Electronic Resources Librarians. In NASIG: North American Serials Interest Group, Inc. http://www.nasig.org/files//CoreComp/CompetenciesforERLibr arians_final_ver_2013-7-22.doc Discussion Question: Now, after reading TERMS, the NASIG's Core Competencies for ER Librarians, and job descriptions, would you revise your statement of how managing e-resources might be like Harold and his purple crayon? How? Why or why not?
  • 3. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Week Topic Weekly Readings Discussion Questions/Activities 3 TERMS: Techniques for Electronic Resource Management  Investigate TERMS #1: Selection http://6terms.tumblr.com/post/9998195897/terms-1-selection Downey, K. (2012): Managing Selection for Electronic Resources: Kent State University Develops a New System to Automate Selection, Journal of Electronic Resources Librarianship, 24:2, 127-137 Executive summary of: Bleiler, R., Livingston, J., & Association of Research Libraries. (2010). Evaluating e-resources. Washington, DC: Association of Research Libraries. pp. 11-17. http://publications.arl.org/Evaluating-Eresources-SPEC-Kit- 316/17 Activity 1. Find an article or blog post on a method/technique for investigating and selecting electronic resources for a library. Post the citation and a brief summary that includes your critical and constructive pro/con thoughts to the method/technique discussed. 4 E-Resources Cycle:  Acquire / License TERMS #2: Acquisitions http://6terms.tumblr.com/post/10853643700/terms-2- acquisition Chapter 1 and 2 in: MacKinnon, R. (2012). Consent of the networked: The world- wide struggle for Internet freedom. New York: Basic Books. Albitz, B. (2008). “Know your copyrights” in Licensing and managing electronic resources. Oxford, England: Chandos Pub. Discussion Question: Why does license negotiation matter? 5 E-Resources Cycle:  Acquire / License Albitz, B. (2008). “The License” in Licensing and managing electronic resources. Oxford, England: Chandos Pub. Gruenberg, M. (2012). Planning for and Managing a Sales Call. Information Outlook, 16(2), 20-23. Chapter 1 and 2 from: Discussion Question: From your life experience, describe one successful and one unsuccessful negotiation. What key actions do you think lead to the successful or unsuccessful outcome?
  • 4. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Week Topic Weekly Readings Discussion Questions/Activities The Librarian's Guide to Negotiation: Winning Strategies for the Digital Age by Beth Ashmore, Jeff Weddle, and Jill E. Grogg How would you apply successful negotiation experiences to negotiating e- resource licenses and cost? 6 E-Resources Cycle:  Acquire / License Liblicense Software http://liblicense.crl.edu/liblicense-software/ Eschenfelder, K. R., Tsai, T., Xiaohua, Z., & Stewart, B. (2013). How Institutionalized Are Model License Use Terms? An Analysis of E-Journal License Use Rights Clauses from 2000 to 2009. College & Research Libraries, 74(4), 326-355. http://crl.acrl.org/content/early/2012/04/16/crl-289.short Discussion Question + Activity 1. Think of a library and an e- resource (real or imagined for either). 2. Download the Liblicense software and create an ideal license for licensing the imagined e-resource for the imagined library. 3. Post (or attach) a description of your imagined library and imagined e-resource as well as copy of your ideal license and comments about the process. 4. Comment on at least one student's ideal license and provide constructive/concrete feedback on license clauses that you perceive work well, could be improved, and/or additional terms that may be needed.
  • 5. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Week Topic Weekly Readings Discussion Questions/Activities 7 E-Resources Cycle:  Implement TERMS #3: Implementation: http://6terms.tumblr.com/post/11578787381/terms-3- implementation Helinsky, Z (2007) Marketing to get better mileage from your e- resources, In: E-Resources Management Handbook. UKSG. ISBN 978-0-9552448-0-3 Kennedy, Marie R. 2011. “What Are We Really Doing to Market Electronic Resources?” Library Management 32(3): 144-158. http://digitalcommons.lmu.edu/librarian_pubs/1 Discussion Question How do you learn about new resources and services? Now, pick an e-resource, and based on how you learn about new resources/services, draft a statement of how you would market your chosen e-resource to its target audience. Does it include methods discussed in this week’s readings? Why or why not? 8 E-Resource Cycle:  Evaluate TERMS #4: Ongoing Evaluation & Access http://6terms.tumblr.com/post/12035484643/terms-4- ongoing-evaluation-access 9 E-Resource Cycle: Evaluate: Usage Statistics Chapters 1 and 2 in: Fleming-May, R. A., & Grogg, J. E. (2010). The concept of electronic resource usage and libraries. Chicago, IL: ALA TechSource. Discussion Question: What is good use of an e- resource? 10 E-Resources Cycle: Renew, cancel or replace? TERMS #5: Annual Review http://6terms.tumblr.com/post/12794354645/terms-5-annual- review TERMS #6: Cancellation & Replacement http://6terms.tumblr.com/post/14328080360/terms-6- cancellation-and-replacement Discussion Question: What are the distinct challenges of ERM librarians when it comes to e-resource acquisition, review, and renewal?
  • 6. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Week Topic Weekly Readings Discussion Questions/Activities Rogers, J. (2012) “Walking away from the American Chemical Society.” Attempting Elegance. http://www.attemptingelegance.com/?p=1765 Rogers, J. (2012) “We are not the ones that failed.” Attempting Elegance. http://www.attemptingelegance.com/?p=1785 What are the challenges of an ERM librarian and vendor relationship? 11 E-Resources: Access Support De, R. C., Cantrell, J., Carlson, M., Gallagher, M., Hawk, J., Sturtz, C., Gauder, B., OCLC. (2011). Perceptions of libraries, 2010: Context and community : a report to the OCLC membership. Dublin, Ohio: OCLC. Resnick, T., Ugaz, A., & Burford, N. (2010). E-resource help desk into virtual reference: identifying core competencies. Reference Services Review, 38(3), 347-359. Discussion Question: 1. Describe your ideal interaction with e-resources including:  Search interface.  Content of what you are searching. 2. Describe a time when you sought access/technical/customer support and the experience was outstanding. What key components made for a good outcome? 12 Electronic Resource Management Systems Collins, M., & Grogg, J. E. (2011). Building A Better ERMS. Library Journal, 136(4), 22-28. Doering, W., & Chilton, G. (2008). A Locally Created ERM: How and Why We Did It. (Cover story). Computers In Libraries, 28(8), 6-48. Discussion Question: Imagine your experiences searching an online library catalog; the front and public side of an integrated library system. What three things would you add to an ILS? Right now commercial and open source e-resource
  • 7. This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Week Topic Weekly Readings Discussion Questions/Activities Doering, W., & Chilton, G. (2009). ERMes: Open Source Simplicity for Your E-Resource Management. Computers In Libraries, 29(8), 20-24. Whitfield, S. (2011). Implementing CORAL: n Electronic Resource Management System. Computers In Libraries, 31(8), 18-22. management systems do not include robust functionality related to marketing e- resources. From what you’ve learned about marketing e- resources, what elements/functionality would you include in an ERMS to facilitate and track e-resource marketing and promotion efforts?