Er bootcamp 2015 9-30 klamla joint conference

Welcome to
E-Resources Bootcamp
Presented by:
Sarah W. Sutton, Emporia State University
Mary Bailey, Kansas State University
Christina Geuther, Kansas State University
Nancy Haag, Kansas City KS Public Library
Erich Kessler, Kansas City Kansas Public Library
Angela Rathmel, University of Kansas
KLA / MLA Joint Conference, September 30, 2015

Core Competencies for E-
Resources Librarians

Agenda
1. Core Competencies for E-Resources Librarians (Sarah Sutton)
2. E-Resources life-cycle (Sarah Sutton)
3. Technology for E-Resources (Christina Geuther & Nancy
Haag)
4. Wrangling Data Generated by E-Resources (Erich Kessler)
5. Communicating Effectively with E-Resources Stakeholders
(Angie Rathmel)
6. Effective Management of E-Resources Personnel and
Projects (Mary Bailey)
7. Personal Qualities of Excellent E-Resources managers (All)

1. The life cycle of electronic resources. The
ERL has extensive knowledge of the concepts and
issues related to the lifecycle of recorded
knowledge and information from creation through
various stages of use to disposition beyond that
required of a generalist.

2. Technology. Providing and maintaining access
to electronic resources is a primary responsibility of
ERLs. It requires theoretical and practical
knowledge of the structures, hardware, and
software underlying the provision of access to
electronic resources, and their interrelatedness.
This includes but is not limited to information,
communication, assistive, and related technologies
as they affect the resources, service delivery, and
uses of ERs in libraries and other information
agencies.

3. Research and Assessment, which includes
• Data generated by e-resources
• Collect, analyze, manipulate, and interpret data
• Research methods
• Evaluates products and services
• Problem solver

4. Effective communication, which includes
• Communicating with a broad range of internal
and external stakeholders
• Synthesizing complex and ambiguous
phenomena
• Working collaboratively
• Frame situations from others’ perspectives
• Use data to make persuasive arguments

5. Supervising and Management, which includes
• Effectively supervise, train and motivate staff
• Project management
• Evaluate existing procedures and workflows
• Create policies and best practices for e-resource
management
• Establish and maintain effective working
relationships
• Familiar with systems administration

6. Trends and professional development, The
ERL works with concepts and methods that are very
much in flux, and so has an abiding commitment to
ongoing professional development through
continuing education, attendance at professional
conferences, webinars, following related
professional literature, blogs and listservs, and
other learning venues.

7. Personal Qualities. The ERL demonstrates:
• Flexibility, open-mindedness and the ability to
function in a dynamic, rapidly changing
environment.
• A high level of tolerance for complexity and
ambiguity.
• Unrelenting customer service focus and dogged
persistence in the service of users.
• Skillful time management.

The E-Resources Life-Cycle
The ERL understands the lifecycle of electronic
resources in its ongoing complexity of multiple
stages and processes. This broader
understanding is essential as a foundation in
order for anyone to be prepared to work with and
act as a bridge across the multiple
units/departments involved in electronic
resources management in information
organizations.

The E-Resources Life-Cycle
Source: Pesch (2009)

Technology for E-Resource
Nancy Haag, Kansas City, Kansas Public Library
Christina Geuther, Kansas State University
Libraries

Technology for e-resources
Lowering Barriers to Access

Create an interface for e-resources for the
digital user.
Staffing:
Web Specialist
Public Relations
Coordinator
eContent Librarian
ILS System
Administrator
Software/Hardware:
Web Server: Linux
Website Design:
Dreamweaver
Database Software:
Caspio
Integrated Library System

Characteristics of a Digital User
Access to materials via personal devices
Instantaneous access to materials
Constantly want new material
Characteristics of a Digital Platform
Interactive
Cross-platform compatibility
Ease of use

• Hoopla
Audio books
eBooks
Movies
TV Series
eMusic
Simultaneous Checkouts
Early Return
• OneClickdigital (Recorded
Books)
Audio books
eBooks
eMusic
Simultaneous Checkouts
• Axis 360 Magic Wall (Baker
Taylor)
eBooks
Audio books
No Simultaneous Checkouts
Early Return
• Yearbooks
• Zinio
Magazines
Simultaneous Checkout
• Databases
• Tumblebooks

Road Block for Digital User
Getting a Library Card
Right here, Right now

eCard
Online User Registration
 Only validation: zip code
 No additional validation to activate the
card
 Shorter library card number (6 not 14
digits)
 No physical library card

Curated Content
HOOPLA
Audio books – 21
day cko
eBooks – 21 day cko
Movies – 3 day cko
TV Series – 7 day
cko
Music – 7 day cko
10 Total Checkouts per Month

ecommunity.kckpl.o
rg
 Life-Long Reading
 Life-Start Reference
 Community-Life
Entertainment

User Registrations
Age Oct 2014 - Aug 2015
0 - 9 5
10 - 19 1552
20 -29 98
30 - 39 141
40 -49 85
50 - 59 95
60 - 69 108
70 - 79 13
80 - 89 7
No Age 32
TOTAL 2136
Vendor Total Circulations
Axis 360 3,919
Hoopla 4,831
OneClickdigital 331
Tumblebooks 76,110
Zinio 888
TOTAL 89,978
Circulation
Statistics

Questions?
Nancy Haag
nhaag@kckpl.org

Electronic Resources
and Technology
in an Academic Library
Christina Geuther, MLIS, MDiv
Electronic Resources Librarian,
Kansas State University

Kansas State University Libraries
•Land-grant institution
founded in 1863
•Campuses in Olathe,
Salina, and Manhattan,
Kansas
•2014 FTE was 21,581
•$5.8 million budget for
electronic resources
•Migrated in July from
electronic resources
managed in Ex Libris
Verde to Ex Libris Alma
"Hale Exterior". Licensed under CC BY 3.0 via Wikipedia -
https://en.wikipedia.org/wiki/File:Hale_Exterior.jpg#/media/File:Hale_Ext
erior.jpg

K-State Work Distribution for E-
Resources
• Head, Content Development & Acquisitions
• Approves purchases and renewals while overseeing department
• Content Development Librarians
• Review e-resources, analytics, vendor profiles
• Continuing Resources Librarian
• Oversees Library Assistants for processing invoices, activating & linking new
portfolios/collections
• Co-administers e-resources modules
• Electronic Resources Librarian
• Documents licenses and license alternatives for e-resources
• Co-administers e-resources modules
• Electronic Resources Access Specialist
• Administers link resolver and collects usage statistics
• Interlibrary Loan Services
• View license terms and process interlibrary loans incoming and outgoing

Technology Used to Manage E-
Resources
•Proxy server
•Link resolver
•Electronic resource management system
(ERM)
•Discovery layer

What is a Proxy Server?
•A proxy server allows
patrons off-site to
establish themselves as
authorized users of an
e-resource through
credentials
•K-State employs a
commonly used proxy
server referral program
called EZProxy
When licensing,
the EZProxy IP
address is
registered with
the vendor
A stanza of
code is
provided by the
vendor to add
to the server
using Linux
Link resolver
includes Proxy
Prefix when
generating URLs;
Catalog records
include Proxy
Prefix to URLs in
856 or portfolio
level

What is a Link Resolver?
•When is it at play? A patron searches for an
online article or journal --> finds a menu with
where a search result is available (databases)-
-> chooses one of the results and is brought to
a log-in screen (because of the proxy server)--
> connects to article or journal location
•K-State used Ex Libris SFX (the first link
resolver) until its migration to Alma in order
to establish parse parameters to get to targets
•OpenURL standard

How Does an ERM Work?
•K-State migrated from Ex Libris Verde ERM to unified
resource management system Alma in July
•Librarians link from central or create record in a local index
to include an electronic resource in the local collection
•That record is then associated with a processing schedule
for acquisition and renewal
•The record may also be linked to an interface with licensing
information
•Usage data of the e-resource may also be included
•Throughout the process of managing an e-resource
through an ERM, many hands at play

What is a Discovery Layer?
•A discovery layer federates a search query
across multiple databases and the library
catalog or works from metadata maintained in
a central index
•A discovery layer like the Ex Libris Primo
product used at K-State may also be
customized to publicly present usage terms
with the search results, such as interlibrary
loan or walk-in use of an electronic resource if
the electronic resource cannot be accessed by

Wrangling data
generated by e-resources
Erich Kessler (KCKPL)

Data
•Range of data
•Data
–Interconnected
–Distinct

Vendors
•Vendor web sites
•Proprietary products
•Vendor Support

Making sense of data
•Collect
•Analyze
•Manipulate
•Meaningful interpretation
•Methods
–Relational Databases
–Spreadsheets
–Word Processing Programs

Assessment
•Examine
•Evaluate
•Objectivity
•Needs of the users
•Subscription
–Terms

Research Methods
•Specifications, efficacy, and cost efficiency
•Bibliometrics
–Collection Assessment
•Systems Analysis
–Troubleshooting

Principles & Techniques
•Identify & Analyze
•Emerging technologies
•Innovations
•Recognize & implement improvements

Wrangling Data
•Reporting
–Usage & cost per use
•Needs & Budget Constraints
–When to recommend cancellations
–When to add
•Reports
–Strengths/Weaknesses

Wrangling Data
•Publisher & Vendor Pricing Policies
–Package Deals
•Alternatives

Behind the Scenes
•Problem Solving
•Organization
•Analytical
•Detail-oriented

Communicating effectively
with e-resources stakeholders
Angela Rathmel
Head of Acquisitions & Resource Sharing

About me
•Ambivert
•Not always great at it
•Grew better through music,
teaching, psychology
•Influenced professionally:
Strengths and Vulnerability,
Dervin.
•Everyone his/her e-
resource

Teamwork
•4.4. Demonstrating the
ability to work
collaboratively with
other units and staff,
establishing and
maintaining effective
working relationships.

Messaging and Empathy
•4.1 Communicating effectively, promptly, and
consistently, verbally and in writing, with a broad
range of internal and external audiences: users,
colleagues and staff, subscription agents, and vendors;
the ERL must be able to tailor the message(s) to the
circumstances and to the audience as needed.
•4.5 Demonstrating the ability to frame situations
according to the others’ perspective to recruit
assistance with troubleshooting from vendors, agents,
consortium partners, IT support, student/faculty users,
etc. EMPATHY

Empathy - How?
•Active listening
•Join committees
•Smile, small talk
•Reference desk shifts
•Regular meetings
Img source | author and © unknown

Less is more
•4.2 Synthesizing [into] easy to understand
summaries of complex and ambiguous
phenomena. ERLs often serve as the library’s
liaison with external stakeholders such as
vendors or institutional information
technology staff.

Less is more - How?
•Empathy, again.
•Terminology, jargon
•Questioning (Reference
Interview) “Tell me more
about that…”
•Start small
•Don’t bury the lead
Img source | Fair use of album cover art © Def Jam Recordings
Image: cover of
"What Do You
Mean" by Justin
Bieber

Just the facts, ma’am…
•4.3 Explaining and instructing clearly and concisely,
when and as needed; rises above personal feelings
and frustrations in order to provide the best possible
services and resources to end users.
INFORMATION MANAGEMENT
•4.7 Recognizing the need for data, selecting
appropriate data analysis methods and utilizing data
(e.g. resource usage statistics) persuasively to inform
decision making.

Information Management – How?
•Improve email
(personal task tracking,
shared accounts)
•Web forms
•Ticketing systems
•Spotlights vs Lobs
(Feather, 2007)

Other How?
•Emotional Intelligence
(for you), Empathy (for
others)
•Strengths
•Facilitation, project
management
•Practice, practice,
practice
https://youtu.be/1Evwgu369Jw
Brene Brown on Empathy

QUESTIONS?
•4.8. Making presentations that are clear and
comprehensive.

Resources
• Ingred Bens (2012). Facilitation at a glance! : your pocket guide to facilitation. Salem,
NH: GOAL/QPC. http://www.worldcat.org/.../785065675&referer=brief_results
• Brene Brown (2015). Rising strong. New York: Spiegel & Grau.
http://www.worldcat.org/.../909776909&referer=brief_results
• Brene Brown (2012). Daring greatly: how the courage to be vulnerable transforms the
way we live, love, parent, and lead. New York: Gotham Press.
http://www.worldcat.org/.../779263434
• Marcus Buckingham (2007). Go put your strengths to work : 6 powerful steps to achieve
outstanding performance. New York: Free Press.
http://www.worldcat.org/.../77573917&referer=brief_results
• Brenda Dervin, Lois Forman-Wernet, and Eric Lauterbach (2003). Sense-making
methodology reader: selected writings of Brenda Dervin. Cresskill, N.J: Hampton
Press http://www.worldcat.org/...51871729&referer=brief_results
• Celeste Feather (2007). Electronic Resources Communication Management: a Strategy
for Success. Library Resources & Technical Services, 51 (3). 213.
http://search.proquest.com/docview/216899918
• Angela Rathmel, Liisa Mobley, Buddy Pennington & Adam Chandler (2015). Tools,
Techniques, and Training: Results of an E-Resources Troubleshooting
Survey, Journal of Electronic Resources Librarianship, 27:2, 88-
107 http://dx.doi.org/10.1080/1941126X.2015.1029398

Effective Management of E-
Resources Personnel and Projects
Mary Bailey
Continuing Resources Librarian

Supervising and Management
Mary Bailey
Continuing Resources Librarian

Effectively supervise, train and
motivate staff
•Know your staff
•What motivates them
•What is their learning style
•Trust them to do their job
•Praise and reward them

Project management
•Timeline and Deadlines
•Gather the right group of stakeholders
•Take the time for planning, lots of time
•Do first yourself  then Document
•Training
•Evaluate and Re-evaluate
•Motivate and reward

Procedures and workflows
•When training new staff
•Evaluate when something changes
•Changing workflows affect others
•Involve your staff when possible

Synthesize policy
•Know your local resources
•Stay aware of best practices
•Know the technology (or your tech people)

Working relationships
•Listen
•Get to know your coworkers
•Be willing to compromise and collaborate
•Be professional

Systems administration
•You don’t have to be a computer geek
•You do need to understand the relationships
and functionality
•Make friends with your IT person/staff
•Know who to contact for
program/package/database problems

More Sys Admin
Account and data management
•User permissions
•Back-ups
•Reports

More Sys Admin
Options for tech support
•Vendors
•Product specific tech support
•Listservs – especially for library system
•Library or campus IT staff
•Tech savvy co-workers

b
Personal Qualities Necessary for E-
Resources work:
•Flexibility, open-mindedness, and the
ability to function in a dynamic, rapidly
changing environment,
•A high tolerance for complexity and
ambiguity,
•Unrelenting customer service, and
•Skillful time management.

References
Pesch, O. (2009). ERMs and the e-resource life-
cycle [Powerpoint slides]. Retrieved from
http://tinyurl.com/ERLifeCycle

Contact Us
Sarah Sutton, ssutton3@emporia.edu
Mary Bailey, redhead@ksu.edu
Christina Geuther, cgeuther@ksu.edu
Nancy Haag, nhaag@kckpl.org
Erich Kessler, ekessler@kckpl.org
Angie Rathmel, aroads@ku.edu

Er bootcamp 2015 9-30 klamla joint conference

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