Managing Serials  UKSG Roadshow <ul><li>John Cremin </li></ul><ul><li>Periodicals Librarian </li></ul><ul><li>Trinity Coll...
Managing Serials  UKSG Roadshow <ul><li>Physical Collection </li></ul><ul><li>Electronic Journals </li></ul><ul><li>Acquis...
Managing Serials  UKSG Roadshow <ul><li>In the beginning… </li></ul><ul><li>- 1665 First research results published system...
Managing Serials  UKSG Roadshow <ul><li>Periodicals Department  </li></ul><ul><li>Periodicals Librarian </li></ul><ul><li>...
Managing Serials  UKSG Roadshow <ul><li>Breakdown –  </li></ul><ul><li>British Legal Deposit 15,329 </li></ul><ul><li>Iris...
Managing Serials  UKSG Roadshow <ul><li>Processing activities –  </li></ul><ul><li>Cataloguing – AACR2, MARC21, CURL, OCLC...
Managing Serials  UKSG Roadshow
Managing Serials  UKSG Roadshow <ul><li>CHKM - CHECKIN FOR PER - ISSUES  MASTER </li></ul><ul><li>LCN  : 12695284  Call #:...
Managing Serials  UKSG Roadshow <ul><li>Claiming </li></ul><ul><li>Weekly process  </li></ul><ul><li>System generates clai...
Managing Serials  UKSG Roadshow <ul><ul><li>HTML web page Sept. 1997-May 2001 </li></ul></ul>
Managing Serials  UKSG Roadshow <ul><li>May 2001 E-Journals Web page </li></ul>
Managing Serials  UKSG Roadshow  <ul><li>2003 EBSCO A-Z </li></ul><ul><li>2005 LinkSource – OpenURL link resolver </li></u...
Managing Serials  UKSG Roadshow <ul><li>Acquisition / Budget Control </li></ul><ul><li>Subscription Agents </li></ul><ul><...
Managing Serials  UKSG Roadshow Details Catalogue On Shelf Check in Order
Provide Support Evaluate Monitor Title  lists Administer Provide Access Usage stats Fulfillment reports Offer trial Licens...
Managing Serials  UKSG Roadshow <ul><li>Periodicals Budget – over €1million </li></ul><ul><li>Electronic -   40% </li></ul...
Managing Serials  UKSG Roadshow <ul><li>Challenges </li></ul><ul><li>-  Budget Crises ! </li></ul><ul><li>Storage Crises !...
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U K S G Roadshow T C D Cremin

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U K S G Roadshow T C D Cremin

  1. 1. Managing Serials UKSG Roadshow <ul><li>John Cremin </li></ul><ul><li>Periodicals Librarian </li></ul><ul><li>Trinity College Dublin </li></ul>
  2. 2. Managing Serials UKSG Roadshow <ul><li>Physical Collection </li></ul><ul><li>Electronic Journals </li></ul><ul><li>Acquisitions / Budget Control </li></ul><ul><li>Issues / Challenges </li></ul>
  3. 3. Managing Serials UKSG Roadshow <ul><li>In the beginning… </li></ul><ul><li>- 1665 First research results published systematically </li></ul><ul><li>Journal des S ç avans </li></ul><ul><li>Philosophical Transactions of the Royal Society </li></ul><ul><li>- 4 Functions </li></ul><ul><li>Record, Evaluate (peer review) , Distribute, Preserve </li></ul><ul><li>50,000 Refereed or Academic/Scholarly journals (estimate) </li></ul><ul><ul><li>30-50% online </li></ul></ul><ul><li>- Serial / Periodical / Journal </li></ul>
  4. 4. Managing Serials UKSG Roadshow <ul><li>Periodicals Department </li></ul><ul><li>Periodicals Librarian </li></ul><ul><li>Executive 1 (Library Assistant) </li></ul><ul><li>Executive 2 (Library Assistant) </li></ul><ul><li>4 Library Assistants </li></ul><ul><li>TCD Holdings - </li></ul><ul><li>24,000 live print titles </li></ul><ul><li>100,000 issues checked in annualy </li></ul><ul><li>Received through - Legal deposit </li></ul><ul><li> Purchase </li></ul><ul><li> Donation </li></ul>
  5. 5. Managing Serials UKSG Roadshow <ul><li>Breakdown – </li></ul><ul><li>British Legal Deposit 15,329 </li></ul><ul><li>Irish Legal Deposit 1,322 </li></ul><ul><li>Subscriptions 1,205 </li></ul><ul><li>Donations 726 </li></ul><ul><li>Annuals (all sources) 3,863 </li></ul>
  6. 6. Managing Serials UKSG Roadshow <ul><li>Processing activities – </li></ul><ul><li>Cataloguing – AACR2, MARC21, CURL, OCLC </li></ul><ul><li>Checkin issues </li></ul><ul><li>Claiming Missing issues </li></ul><ul><li>Binding </li></ul><ul><li>Special Projects – ITE (192), Chem Dept. (850 m) </li></ul><ul><li>Queries </li></ul>
  7. 7. Managing Serials UKSG Roadshow
  8. 8. Managing Serials UKSG Roadshow <ul><li>CHKM - CHECKIN FOR PER - ISSUES MASTER </li></ul><ul><li>LCN : 12695284 Call #: ISSN: 0099-1333 </li></ul><ul><li>Title : The Journal of academic librarianship </li></ul><ul><li>Imprint : Stamford : JAI Press Inc., 1999- LCCN: </li></ul><ul><li>----------------------------------------------------------------------------- </li></ul><ul><li>|1|Vol.34:No.2(2008|2|Vol.34:No.3(2008|3|Vol.34:No.4(2008|4|Vol.34:No.5(2008 | </li></ul><ul><li>|--:MAR) |--:MAY) |--:JUL) |--:SEP) | </li></ul><ul><li>| | | | | </li></ul><ul><li>| | | | | </li></ul><ul><li>|02/05/08 |24/06/08 |02/09/08 |13/10/08 | </li></ul><ul><li>|Received 1/1 |Received 1/1 |Received 1/1 |Received 1/1 | </li></ul><ul><li>|------------------+------------------+------------------+------------------| </li></ul><ul><li>|5|Vol.34:No.6(2008|6|Vol.35:No.1(2009|7|Vol.35:No.2(2009|8|Vol.35:No.3(2009 | </li></ul><ul><li>|--:NOV) |--:JAN) |--:MAR) |--:MAY) | </li></ul><ul><li>| | | | | </li></ul><ul><li>| | | | </li></ul><ul><li>|31/12/08 |02/03/09 |30/04/09 |30/06/09 | </li></ul><ul><li>|Exp issue 1/1 |Exp issue 1/1 |Exp issue 1/1 |Exp issue 1/1 | </li></ul><ul><li>----------------------------------------------------------------------------- </li></ul><ul><li>Options: Please enter number(s) for this option </li></ul><ul><li>Checkin # Insert after # Retrieve # Delete # Forward Backward </li></ul><ul><li>Claims Order detail Previous screen MARC Summary holdings </li></ul><ul><li>Move box # Exit </li></ul>
  9. 9. Managing Serials UKSG Roadshow <ul><li>Claiming </li></ul><ul><li>Weekly process </li></ul><ul><li>System generates claim letters </li></ul><ul><li>Sent to publishers and subscription agent </li></ul><ul><li>Binding </li></ul><ul><li>Year round </li></ul><ul><li>Drill or Archival </li></ul>
  10. 10. Managing Serials UKSG Roadshow <ul><ul><li>HTML web page Sept. 1997-May 2001 </li></ul></ul>
  11. 11. Managing Serials UKSG Roadshow <ul><li>May 2001 E-Journals Web page </li></ul>
  12. 12. Managing Serials UKSG Roadshow <ul><li>2003 EBSCO A-Z </li></ul><ul><li>2005 LinkSource – OpenURL link resolver </li></ul><ul><li>2009 Millenium ERM (Electronic Resources Management) </li></ul><ul><li>1)Storage of licensing information </li></ul><ul><li>2)Technical information e.g. passwords </li></ul><ul><li>3)Management of the electronic resources and licensing workflow </li></ul><ul><li>4)Management of vendor and licensing contact information </li></ul><ul><li>5)Management of current and archival product trial information </li></ul>
  13. 13. Managing Serials UKSG Roadshow <ul><li>Acquisition / Budget Control </li></ul><ul><li>Subscription Agents </li></ul><ul><li>Reduction in number of invoices </li></ul><ul><li>Standardized Format </li></ul><ul><li>Discounts </li></ul><ul><li>Database </li></ul><ul><li>Platform </li></ul>
  14. 14. Managing Serials UKSG Roadshow Details Catalogue On Shelf Check in Order
  15. 15. Provide Support Evaluate Monitor Title lists Administer Provide Access Usage stats Fulfillment reports Offer trial License terms Order handling Invoices Pricing Acquire Hosting site IP Addresses Campus authentication Metasearch/ Z39.50 Durable URL Support Registration Subscription upgrades Claiming User IDs IP Changes Title Lists for packages Enforce License terms Title Changes Subscription problems Hardware problems Software problems Customer Service Technical Support
  16. 16. Managing Serials UKSG Roadshow <ul><li>Periodicals Budget – over €1million </li></ul><ul><li>Electronic - 40% </li></ul><ul><li>Hybrids (print & electronic) - 10% </li></ul><ul><li>Print - 50% </li></ul><ul><li>IReL - Irish Research eLibrary €35M </li></ul>
  17. 17. Managing Serials UKSG Roadshow <ul><li>Challenges </li></ul><ul><li>- Budget Crises ! </li></ul><ul><li>Storage Crises ! </li></ul><ul><li>New LMS – Millenium – data conversion </li></ul><ul><li>Transition to E-Only ? </li></ul><ul><li>Legal Deposit - new agency </li></ul>

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