Managing Electronic Resources for Public Libraries: Part 2


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Managing Electronic Resources for Public Libraries: Part 2

  1. 1. Managing Electronic Resources for Public Libraries Presented by Michael Santangelo For ALA Editions Session #2: March 14, 2012
  2. 2. Session #2
  3. 3. Usage Statistics and Evaluation Collect data on a regular basis  Yearly  Monthly  Quarterly  Based on need Post data so everyone can view it Be aware of the usage statistics collection and the usage statistical modules of each of your vendors Annual Round Up: Success, Mediocrity, Needs Improvement, and Cancel It.
  4. 4. Usage Statistics and Evaluation COUNTER and SUSHI  Academic and research libraries’ usage statistics standards and methods  COUNTER: Counting Online Usage on NeTworked Electronic Resources  “ {COUNTER} is an international initiative serving librarians, publishers and intermediaries by setting standards that facilitate the recording and reporting of online usage statistics in a consistent, credible and compatible way.” *  Check out  Make sure your vendor is COUNTER Compliant  SUSHI: Standardized Usage Statistics Harvesting Initiative  Developed by NISO (National Information Standards Organization)*About COUNTER. (2012). Retrieved March COUNTER  Works in conjunction with11, 2012, from  Analogy: COUNTER is the rule (what) and SUSHI is the
  5. 5. Usage Statistics and Evaluation What’s Important?  Searches  Sessions  Downloads  Article Views  Page Views  Remote Access and In Library Access  Journal Usage  Subject Usage  Unique users  Length of Use (Online Learning Tools)  Turn away rate (may need more seats)
  6. 6. Usage Statistics and Evaluation Should be viewed in relation to the specific product or nature of the product  Aggregator vs. Original Contact vs. Online Learning Tool  How unique is the tool Important Considerations for Success  Cost per Search, Session, and Download (View)  Session: important for online learning tools  Downloads and Article Views: important for aggregators  Mostly staff use versus public use  Unique content versus popular content/tools  Compare searches, session, and downloads (views): picture of user success  Statistics on added features: worth it or not?  Labor! Staff time!
  7. 7. Vendor Relationships Professional: do not personalize Transparent: no secrets Remind sale representatives that negotiations are a matter of public record Supervisors should be fully aware of all vendor contact and discussions Review institutional or local/state gift policy Review local/state ethical guidelines for dealing with vendors Institution speaks as one voice Sales representatives should be aware of approved contacts: one individual or specific individuals in your institution You should be aware of approved contact at the vendor’s organization
  8. 8. Vendor Relationships Conscientious of vendor’s dealing with all departments within your institution. Awareness of vendor’s timeline  End of vendor’s fiscal year may mean better deals  Or rushed negotiations Problems with sales representative  Let your supervisor know of any problems  Do request another sales representative or account representative if inappropriate behavior or ineffective management arises Put complaints, questions, and requests in writing Do not blame sales representative for a corporation’s policies or recent scandals Make sure you understand what is being discussed at all times Golden Rule: fairness and courtesy
  9. 9. Contract Negotiation Toolkit Statistics  Usage statistics related to the product (Renewals)  Up-to-date population statistics  Including school age population numbers  Cardholder Statistics  By age level: adult, teenager, children, and seniors. Environmental scan: what other comparable systems subscribe to a specific resource Facts about a resource’s holdings Knowledge of competitors’ products
  10. 10. Contract Negotiation Toolkit Be certain of the following  Recent content changes:  additions and deletions  Embargo changes  Exclusives or loss of exclusives  Recent interface changes  Institutional history with vendor  Recent changes in administrative modules and statistical collection  Which journals are most important to you  Examples of double charging for content  What are your institutions priorities as concerns electronic resources: afterschool tools, lifelong learning, career resources
  11. 11. The Contract Meet with library’s counsel and procurement officers Have a sense from your contract specialist what is acceptable for terms and process for contract approval Research having a boilerplate contract for all vendors E-Resources manager should be able to take a first pass over contract to investigate obvious omissions or mistakes Make sure to have duplicate copies: one for your institutions files and one for the vendor. Your copy can be a photocopy Share institutional payment process with your
  12. 12. The Contract Important Stipulations to consider for each contract  Library properly named in the contract  Vendor properly named in the contract  Correct pricing information included  Payment terms  Correct subscription dates included  Applicable jurisdiction is your state and local area  Unlock the agreement: renewals should not be automatic  Library should have until expiration date to renew  Define acceptable users: all staff, all registered cardholders, in library walk-ins (guests), and remote users through the library’s web site.
  13. 13. Renewals Stick to your own timeline and not the vendors Review usage statistics prior to decision-making Consult advisory committee Speak to public service colleagues Match negotiation to usage Discuss usage openly with the vendor Lower pricing may better justify usage Address technical support history and unfulfilled agreements Negotiate beyond price: additional content, products, extend subscription period (14 months for the price of 12)
  14. 14. E-Journal Discovery Services (A toZ) Pulls out links to electronic journals from aggregation databases and organizes into one comprehensive A-to-Z listing Provides MARC records for each electronic journal for your OPAC Direct access to electronic journals for users Publication Search (Not by subject or keyword) Popular Products: Serials Solution’s 360 Core (MARC Updates), Ebscohost’s A-to-Z, Journal Finder (WT Cox) Administrative module needs constant updating as holdings change frequently Helps maintain and reflect changes in vendor coverage Set up and troubleshooting are time consuming Helps view duplication and gaps in more detail Requires collaboration with cataloging department as regards MARC record uploading
  15. 15. Federated Searching Service that allows a search to be conducted in more than one electronic resource at the same time Similar to a search engine experience Services have improved significantly since the first products entered the library market Popular products: Serial Solution’s 360 Search, Ebscohost’s Integrated Search (EHIS), Webfeat (Serials Solutions), Deep Web Technologies’ Explorit Positives:  Mimics Google experience for users  Users experience full breadth of electronic resources offerings Negatives:  False hits and Inflated Usage  Overwhelms user with results  Authentication issues  Duplication of results Alternatives: Vendor specific cross searches. Examples: Gale Power Search or Grolier Online
  16. 16. Electronic Resources CollectionDevelopment Policy Presents an institutional vision of electronic resources Accountability for the institutional as a whole and not just individuals Sets common standards and goals for every department and colleague as concerns electronic resources Lets your patrons and local officials know your mission and focus as concerns electronic resources May be used with vendors to emphasize or de- emphasize particular subjects, features, or
  17. 17. Electronic Resources CollectionDevelopment Policy Can be a part of your overall collection development policy or a separate document Many models to use and academic institutions offer some of the best examples Be sure to keep it consistent with the process and format of your other institutional policies This should be a collaborative effort at your institution
  18. 18. Electronic Resources CollectionDevelopment Policy
  19. 19. Keeping up-to-date, Keepingactive  Electronic Resources Topics and Issues  Library Journal’s Digital Shift  Bookseller Briefing  Booklist  Blogs  Librarian in Black (Sarah Houghton)  Information Wants to Be Free (Meredith Farkas)  Librarian By Day (Bobbi Newman)  Stephen’s Lighthouse (Stephen Abrams)  TeleRead (eBooks)  MobyLives (Dennis Johnson of Melville House)  Library Renewal  Booklist’s Points of Reference
  20. 20. Keeping Up-to-Date, KeepingActive  Developments on specific products  Vendor emails, newsletters, blogs, conferences, webinars , product user groups, advisory councils  Library Journal  Information Today  Reviews of new products  Library Journal—Cheryl LaGuardia’s blog  Charleston Advisor  Booklist  Technology Updates  CNET  PC Mag
  21. 21. Keeping Up-to-Date and KeepingActive Colleagues  Email Discussion Lists  ALA  LITA Electronic Resources Management Discussion Group  ALCTS Electronic Resources Management Interest Group  RUSA MARS Management of Electronic Resources and Services  ULC’s Collection Development List  State Listservs  Create your own from colleagues in your local area or in similar libraries  Consortium discussion lists  Wikipedia  Helps with new terms or new terms to you o Example Open Url, Link resolver  PLA TechNotes
  22. 22. Keeping Up-to-date and KeepingActive Conferences  American Library Association  RUSA and ALCTS  PLA  Computers in Libraries (Information Today: East Coast)  Internet Librarian (Information Today: West Coast)  Digital Book World  Digipalooza (Overdrive)  IDPF (International Digital Publishing Forum)  Charleston Conference  State Library Association Conferences
  23. 23. E-book Addendum E-Book Platforms  Popular versus Reference  Popular: Overdrive, 3M, Freading, Baker and Taylor  Reference/Academic/Technical: Gale Virtual Reference Library, E-Books on Ebscohost, eBrary, Safari Too many platforms may confuse your users and may overwhelm staff Each platform may require separate instructions and staff training Pay attention to platform fees Check for local and statewide consortia opportunities
  24. 24. E-Book Addendum E-Readers and Tablets  Major players: iPad, nook, Kindle, Kobo, Sony Reader, and various android tablets  Mobile device compatibility  Downloading methods: wireless, app, or side loading  Must be compatible with major devices (Kindle exception) Formats: PDF, ePUB, Kindle, Open ePUB, Open PDF Pricing Models: simultaneous usage, one copy/one user, perpetual access, limited licensing, pay per use, and ownership Staffing costs: content selection, troubleshooting and being aware of latest developments are time consuming and must be factored into decisions regarding eBook platforms
  25. 25. Current Issues Exclusives and Embargoes Monopolies Privacy and Confidentiality Integration Platforms (How many is too many?)
  26. 26. Questions
  27. 27. Contact InformationMichael SantangeloElectronic Resources AnalystBrooklyn Public