The Electronic Sandbox: Cross Organizational Electronic Resource Management.


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Our presentation will focus on Cornell and Columbia’s efforts to examine local electronic resource
licensing, acquisition, and management work-flows; identifying procedures and operations that can be
streamlined and integrated as we move closer towards the goal of joint management of electronic
The presenters will provide a brief background of the 2CUL collaboration (, an
overview of our varied local practices, workflow environments and systems used to support the life
cycle of an electronic resource. We will speak to our similarities and differences, and areas that have
been identified from which we can build a stronger collaboration. Emphasis will be placed on our
current efforts to investigate local e-book purchasing procedures and the potential development for a
joint workflow. Presenters will also discuss the experience of cross-institutional collaboration and
communication, and we will highlight the efforts of established cross-institutional committees and task
forces which are working to provide a future framework for the technical services 2CUL environment.
Colleen Major, Networked Electronic Resources Librarian – Columbia University
Jesse Koennecke, Head, Electronic Resources – Cornell University
Boaz Nadav-Manes, Director, Acquisitions and Automated Technical Services – Cornell University

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The Electronic Sandbox: Cross Organizational Electronic Resource Management.

  1. 1. Jesse Koennecke, Head Electronic Resources,Cornell University Colleen Major, Networked Electronic Resources Librarian, Columbia University Boaz Nadav-Manes, Director, Acquisitions and Automated Technical Services, Cornell University The Electronic Sandbox: Cross-Organizational Electronic Resource Management
  2. 2. What is 2CUL? • Columbia and Cornell University Libraries • Andrew W. Mellon Foundation and in partnership with Ithaka S+R Research • Transformative and enduring partnership • Pool resources to provide content, expertise, and services that are impossible to accomplish acting alone • Collaboration, including legal, technical, fiduciary, and governance issues that underpin this relationship • Early focus is placed on the enabling infrastructure (
  3. 3. int 2CUL Activities Access Services o Improved delivery o On-site privledges Cataloging o Korean o Chinese, Hebrew o RDA training Collaborative collection development o 2CUL Selectors o Collection analysis o Improved delivery Digital preservation E-resource management Acquisitions o Joined approval plans (Slavic/LA) o Poof
  4. 4. E-Resources Management Goal: Develop collaborative workflows to enable cross-institutional sharing of content, expertise, and services.
  5. 5. …content, expertise, and services Content • Shared or joint licensing and acquisition Expertise • Identify and implement best practices • Develop deep expertise in key areas Services • Collaborative troubleshooting
  6. 6. Findings Different approaches, same overall goals Different tools for similar activities (ERM, separate Voyager systems, Serials Solutions, etc…) – bigger issue
  7. 7. CUL Systems ornell U Libraries •III: ERM, DBs, openURL •360: MARC, Summon •Ex Libris: ILS •Local CUL systems o eNERF Tracking o Proxy/PURL Config Columbia U Libraries •360: ERM, MARC, Summon,COUNTER, E-Journals, openURL •Ex Libris: ILS, Metalib •Local CUL systems: DBs
  8. 8. E-Books Task Force: charged with surveying the landscape in more detail and recommending steps that our libraries should take in the short term to improve e-book access and management, and proposing an organizational framework that will ensure continued monitoring of these issues and appropriate action.
  9. 9. Books sk Force bliographic Access
  10. 10. OpenURL Linking
  11. 11. E-Book package workflow. - Columbia and Cornell
  12. 12. ook package workflow differences. olumbia and Cornell
  13. 13. mbia's E-Book firm ordering workflow
  14. 14. Cornell's E-Book firm ordering workflow
  15. 15. POOF! is an online tool that automates the largely manual steps required to review and place an order for an all formats. 4536 orders as of yesterday - around 40% of our non WCS orders. stem is built with Drupal, uses queries that acquire bibliographic metadata from WorldCat and present ser friendly fashion. specialists in both Columbia and Cornell can review the bibliographical information and discover if an already held by the other 2CUL partner. ecialist is also able to order, reject, or defer an item for additional review. et matrix determines where the purchase will be made from (based on variables within the metadata ated with the material to be purchased.) s scripts enact the decisions in the appropriate system that will create the acquisitions record and se order. ol provides avenues for subject specialists to interact across institutions with each other (and with
  16. 16. API to Vendor A Cornell ested ebook flow Columbia POOF! Initiate matrix immediately Initiate matrix during night API to Vendor B API to Vendor C aut order Matrix R/S/M/P/PDA/p+e order request Matrix coo/zcu/2cul Matrix license coo/zcu/2cul Matrix Print aut voyager FTP records inquiry nvoice + activation R/S/M/P/ PDA ? Reserve /Rush ? HOLDINGS? COO/ZCU/2CUL YesNo
  17. 17. Principal collaborative concepts • Understand culture and context (if possible before you start...) • Risk taking and assessment • PM methodology - SCRUM Development • Investigate local Workarounds • Normalize expectations • Build on grassroots efforts
  18. 18. Challenges and Opportunities in Coordinating 2CUL plans: Pilots – Investment in resources and time. Require more oversight and imaginative thinking (mutual risk taking with the hope of long term benefits). Automate via metadata Early prototyping and usage of tools impact vendors to come up with better solutions Scalability in development and business models
  19. 19. 2CUL PSA Working Group