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Engineering Synthesis:
Large-Scale Electronic Resources
          Management

             Presented by
    Colleen Major & Susan Marcin
    Electronic Resources Librarians
     Columbia University Libraries
           November 4, 2011
Agenda

● E-Resources at Columbia University
● Managing E-Resources Through the Years
● Current Methods & Tools to Streamline Processes
● Positive Front-End User Experience
● 2CUL: Collaborative E-Resources Management
● Take-Away Points
A Snapshot: E-Resources at
   Columbia University
Through the years...
          Systems, staffing, & budgeting




                                     Photo by Alan C.
Image (musical notes):               Teeple, released
Some rights reserved by              under the GNU Free
Vectorportal                         Documentation
                                     License
FY 2007 Staffing




                   Image: Some rights reserved by Barnabus, Slayer of 3vil
FY 2007 Systems




● Ex Libris for: openURL, ERM, ILS
● Serials Solutions: 360 MARC records
● Locally developed Databases page, E-Journal Portal
FY 2007 Budget
FY 2008
  Staffing




Image: Some rights reserved by Cushing Memorial
Library and Archives, Texas A&M
FY 2008 Systems




● Ex Libris for: openURL, ILS, federated search
● Serials Solutions: 360 MARC records, ERM
● ScholarlyStats
● Locally developed Databases page, E-resources order form,
  E-Journal Portal
FY 2008 Budget
FY 2009 Staffing




                   Image: Some
                   rights reserved by
                   Cushing Memorial
                   Library and
                   Archives, Texas
                   A&M
FY 2009 Systems




● Serials Solutions 360 for: openURL, ERM, MARC
● Ex Libris for: ILS, federated searching
● ScholarlyStats
● Locally developed Databases page, E-resources order form,
  E-Journal Portal
FY 2009 Budget
FY 2010 Staffing

  ● 3-ish staff
  ● 2 full-time + 2
    "borrowed" part-time
    from another library
    department
Image: Some rights reserved by Cushing
Memorial Library and Archives, Texas A&M
FY 2010 Systems




● Serials Solutions 360 for: openURL, ERM, MARC,
  Statistics, Summon Web-Scale Discovery, E-Journal Portal
● Ex Libris for: ILS, federated searching
● ScholarlyStats
● Locally developed Databases page, E-resources order form
FY 2010 Budget
FY 2011 Staffing
We have 2
librarians and 4
staff, but we could
still use a few more
people in the
department.
FY 2011 Systems




● Serials Solutions 360 for: openURL, ERM, MARC,
  Statistics, Summon Web-Scale Discovery, E-Journal Portal
● Ex Libris for: ILS, federated searching
● Locally developed Databases page, E-resources order form
FY 2011 Budget




 * Estimated -- Actual ARL stats not available at time of
 presentation
Current Methods & Tools to
Streamline Internal Processes




                 Image: Some rights reserved by rachel_thecat
Ordering
Ordering
Cancellation Form
Cancellation Spreadsheet
Renewal Calendar
Problem
Reporting
What we
see when
e-resource
problem
report is
submitted
Problem reporting wiki
Licensing
Positive front-end
                  user experience
Post-it® says
"campanello"
(doorbell).

This design
offered such a
positive user
experience, it
demanded a
label.



                              Image: Some rights reserved by giopuo
E-Resources Interface Working Group
Database Interface Advisory Group
Spectrum Project
E-Resource
Assessment
Working
Group
Additional user-experience initiatives
Collaborative Electronic
      Resources
     Management
    http://2cul.org/
2CUL Systems




Cornell U Libraries         Columbia U Libraries
 ● III: ERM, DBs, openURL    ● 360: ERM, MARC, Summon,
 ● 360: MARC, Summon           COUNTER, E-Journals,
 ● Ex Libris: ILS              openURL
 ● Local CUL systems         ● Ex Libris: ILS, Metalib
                             ● Local CUL systems: DBs
Joint 2CUL Activities
Take-away points




Image: Some rights reserved by sfllaw
Tools to
Streamline E-
  Resource
Management




Image: Some rights reserved by Robert S.
Donovan
The Knowledge Base




                 Image: Some rights reserved by watchsmart
Streamlining Licensing & Ordering/Renewals




                    Image: Some rights reserved by Siomuzzz
Streamlining Troubleshooting




                  Image: Some rights reserved by basheertome
Streamlining through Collaboration




                     Image: Some rights reserved by JanneM
Colleen Major, cmm2169@columbia.edu
Susan Marcin, sem2166@columbia.edu

          Image: http://www.openclipart.org/detail/159643/thank-you-pinned-by-juliobaha

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Engineering Synthesis: Large-Scale Electronic Resources Management