Welcome to the Mountain West Digital Library: The Power of PartnershipSandra McIntyre
Webinar from the Mountain West Digital Library
Sandra McIntyre, MWDL Director
Rebekah Cummings, MWDL Assistant Director/Outreach Librarian
The Mountain West Digital Library (MWDL) provides a central search portal to over 800,000 digital resources from memory institutions in Utah, Nevada, Idaho, Arizona, and Hawaii. As a program of the Utah Academic Library Consortium for the last twelve years, MWDL brings together 122 partners, including academic libraries, public libraries, archives, museums, historical societies, and government agencies, to share expertise and resources for digitization, hosting, and aggregated search. As one of the first six service hubs to the Digital Public Library of America, MWDL provides the on-ramp for DPLA participation to memory institutions in the Mountain West.
Sandra and Rebekah will talk about how the MWDL network came together and how partners work together across the region. They will also discuss how to join the Mountain West Digital Library, what it means to be an MWDL partner, and the benefits of partnership.
Nina Wilson has over 15 years of experience working in libraries and information technology. She has a Master's in Library and Information Studies and a Master's in Information Systems/Software Engineering. Her skills include web development, metadata, databases, and software like Drupal, WordPress, and Microsoft Office. She has held positions as an Online Librarian, Interim Electronic Resources Librarian, Contract Librarian, and Technical Services Librarian. Her responsibilities have included reference services, collection development, cataloging, database management, and web design.
Transparent Licenses: Making user rights clear (OLA Super Conference 2015)Hong (Jenny) Jing
Recent changes to Canada’s Copyright Act have propelled copyright and licensed use into the spotlight at colleges and universities in Canada. This session will look at Queen’s and University of Toronto libraries’ experience implementing a licensing permissions workflow using OCUL Usage Rights database (OUR). The systems will be covered are: 360 Link, Summon, Voyager OPAC, Endeca. We will explain how to implement the license links with and without using API.
Michael Rodriguez has over 10 years of experience in library acquisitions and licensing. He currently serves as the Licensing/Acquisitions Librarian at UConn Library, where he manages a $6.8 million collections budget. Some of his responsibilities include negotiating licenses, assessing collections, and troubleshooting access issues. Prior to his current role, he worked at Hodges University, where he managed electronic resources and implemented a major website redesign. He regularly presents at conferences and has published several book chapters and articles.
Libraries are running two spaces - physical and virtual. The e-Library or library's online presence is not the traditional library website. What new roles and skills are required to run a virtual library?
The document discusses how the UC San Diego Library embedded library resources directly into the university's learning management system, WebCT. By collaborating with campus partners, the library was able to link directly from course pages to curated subject guides of the library's top 5 resources for over 90% of subjects. This increased the visibility and accessibility of library resources for faculty and students. Key lessons included the importance of cross-campus collaboration, maintenance planning, and designating staff roles for ongoing web updates and content ownership. Embedding library resources directly into the systems users interact with on a daily basis helps place the library in the information space of the campus community.
Welcome to the Mountain West Digital Library: Update for New PartnersRebekah Cummings
In this webinar, Sandra and Rebekah talk about how the MWDL network came together and how partners work together across the region. They will also discuss how to join the Mountain West Digital Library, what it means to be an MWDL partner, and the benefits of partnership.
Strategies To Make Library Resources DiscovableSuhui Ho
This document discusses strategies to make library resources more discoverable on the web. It suggests focusing navigation on resources, separating resources from services, using subject portals to group related resources and expertise, and embedding widgets to alert users of new resources. User surveys found that users understand library resources are better than Google but have difficulty finding resources on library websites. The strategies aim to guide users to resources through task-oriented design and pulling relevant content to library homepages.
Welcome to the Mountain West Digital Library: The Power of PartnershipSandra McIntyre
Webinar from the Mountain West Digital Library
Sandra McIntyre, MWDL Director
Rebekah Cummings, MWDL Assistant Director/Outreach Librarian
The Mountain West Digital Library (MWDL) provides a central search portal to over 800,000 digital resources from memory institutions in Utah, Nevada, Idaho, Arizona, and Hawaii. As a program of the Utah Academic Library Consortium for the last twelve years, MWDL brings together 122 partners, including academic libraries, public libraries, archives, museums, historical societies, and government agencies, to share expertise and resources for digitization, hosting, and aggregated search. As one of the first six service hubs to the Digital Public Library of America, MWDL provides the on-ramp for DPLA participation to memory institutions in the Mountain West.
Sandra and Rebekah will talk about how the MWDL network came together and how partners work together across the region. They will also discuss how to join the Mountain West Digital Library, what it means to be an MWDL partner, and the benefits of partnership.
Nina Wilson has over 15 years of experience working in libraries and information technology. She has a Master's in Library and Information Studies and a Master's in Information Systems/Software Engineering. Her skills include web development, metadata, databases, and software like Drupal, WordPress, and Microsoft Office. She has held positions as an Online Librarian, Interim Electronic Resources Librarian, Contract Librarian, and Technical Services Librarian. Her responsibilities have included reference services, collection development, cataloging, database management, and web design.
Transparent Licenses: Making user rights clear (OLA Super Conference 2015)Hong (Jenny) Jing
Recent changes to Canada’s Copyright Act have propelled copyright and licensed use into the spotlight at colleges and universities in Canada. This session will look at Queen’s and University of Toronto libraries’ experience implementing a licensing permissions workflow using OCUL Usage Rights database (OUR). The systems will be covered are: 360 Link, Summon, Voyager OPAC, Endeca. We will explain how to implement the license links with and without using API.
Michael Rodriguez has over 10 years of experience in library acquisitions and licensing. He currently serves as the Licensing/Acquisitions Librarian at UConn Library, where he manages a $6.8 million collections budget. Some of his responsibilities include negotiating licenses, assessing collections, and troubleshooting access issues. Prior to his current role, he worked at Hodges University, where he managed electronic resources and implemented a major website redesign. He regularly presents at conferences and has published several book chapters and articles.
Libraries are running two spaces - physical and virtual. The e-Library or library's online presence is not the traditional library website. What new roles and skills are required to run a virtual library?
The document discusses how the UC San Diego Library embedded library resources directly into the university's learning management system, WebCT. By collaborating with campus partners, the library was able to link directly from course pages to curated subject guides of the library's top 5 resources for over 90% of subjects. This increased the visibility and accessibility of library resources for faculty and students. Key lessons included the importance of cross-campus collaboration, maintenance planning, and designating staff roles for ongoing web updates and content ownership. Embedding library resources directly into the systems users interact with on a daily basis helps place the library in the information space of the campus community.
Welcome to the Mountain West Digital Library: Update for New PartnersRebekah Cummings
In this webinar, Sandra and Rebekah talk about how the MWDL network came together and how partners work together across the region. They will also discuss how to join the Mountain West Digital Library, what it means to be an MWDL partner, and the benefits of partnership.
Strategies To Make Library Resources DiscovableSuhui Ho
This document discusses strategies to make library resources more discoverable on the web. It suggests focusing navigation on resources, separating resources from services, using subject portals to group related resources and expertise, and embedding widgets to alert users of new resources. User surveys found that users understand library resources are better than Google but have difficulty finding resources on library websites. The strategies aim to guide users to resources through task-oriented design and pulling relevant content to library homepages.
Use Google Analytics Stats to Improve WebsiteSuhui Ho
This document discusses how to use Google Analytics to understand website visitors and improve a website. It recommends using Google Analytics reports to analyze popular content, traffic sources, and visitor navigation behavior. This can help with decisions about content priorities, information architecture, search engine optimization, and evaluating website services. The presenter provides an overview of key Google Analytics reports and how understanding visitor data can help improve a website.
Out with the old, in with the new: revising ERM workflows in a time of changeNASIG
Electronic Resources and Metadata (ERM) work can be time sensitive and constantly changing. It is difficult to keep track of tasks, projects, and what staff are working on. Communication, leadership, flexibility, and clear workflows are essential to successfully track and manage ERM tasks. However, workflows can easily become outdated, causing inefficiency and roadblocks.
In December 2019, the University of Guelph Library will be migrating to a Library Services Platform as part of OCUL Collaborative Futures project. This migration, combined with staffing changes and outdated workflows, inspired the Electronic Resources & Metadata team to begin revising many of their workflows, focusing on prioritization, clean-up, and streamlining. This session describes their workflow revision process, including local context, change management strategies for this process, and guiding principles for the revision. Emphasis will be placed on the NASIG Core Competencies for Electronic Resources Librarians, including communication, leadership, and flexibility, and their impact on workflows.
Kailey Brisbin, Electronic Resources & Metadata Librarian, University of Guelph
Hana Storova, E-resources & Metadata Librarian, University of Guelph
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
Maryann Martone, Ph.D., Professor of Neuroscience, University of California, San Diego
The changing nature of web design and user expectations, and how libraries c...Rachel Vacek
Rachel Vacek discusses trends in web design and user expectations and how libraries can respond. She outlines current web design trends like responsive design, flat design, and large background images. User expectations include a personalized experience, quick access to resources, and mobile friendly sites. Libraries can offer full discovery of resources and services, conduct more user testing, highlight unique assets through storytelling, and follow agile development practices with gradual improvements.
The Many Hats of the E-Resources Librarian: Present Challenges and Possible F...Jane Strudwick
The document discusses the roles and competencies of e-resources librarians. It describes how their responsibilities have expanded to manage the entire lifecycle of electronic resources, including acquiring subscriptions, negotiating licenses, providing access, and evaluating resources. However, the e-resources librarian faces challenges from siloed systems and changing publishing models. Potential futures discussed include a fully integrated system, demand-driven acquisitions, and the e-resources librarian taking on new roles in areas like research support or state-level collaboration due to budget and staffing changes.
The Future Of The Integrated Library Systemtiranloblanc
The document discusses the future of the integrated library system (ILS). It predicts that if the ILS remains constrained by its current design, it has no future. However, if the ILS is freed from these constraints to evolve and integrate outside data sources, it may survive. Currently, ILSs are good for books but not other content like journals or digital materials. The document advocates for setting library data free by presenting it in multiple ways and sharing it flexibly. It also calls for more modern and customizable user interfaces and improved search capabilities. The real competition for ILS vendors are content management systems that can manage a library's entire web presence. The future may see ILSs evolving into CMSs or libraries adopting other systems
Electronic information resources for teachers and studentsVasantha Raju N
This document summarizes a presentation given by Vasantha Raju N on electronic information resources for teachers and students. The presentation covered the definition of e-resources, their importance in terms of currency, accessibility, and cost advantages over print. Various types of e-resources were described including e-books, e-journals, databases, and repositories. Guidelines for evaluating e-resources were provided. Several online resources available in Kannada were highlighted, and the value of libraries was discussed based on recent studies.
Electronic Resources Workflows: Three ApproachesTina Beis
Presentation at the Ohio Valley Group of Technical Services Librarians 2017.
Managing and coordinating the multifaceted steps involved in the electronic resource lifecycle in a transparent and effective method can be a challenging aspect of librarianship. This presentation will cover the workflow processes and collaborative efforts involved in: investigation of new resources, acquisitions & licensing, access, support, evaluation and renewal decisions from a unique perspective of three institutions of varying sizes and types. The presenters will discuss their shared work history in coordinating the electronic resources workflow at Capital University, a small private four-year college, as well as their current respective roles at Union Institute and University, a small private nonprofit university specializing in distance learning and The University of Toledo, a large public university with a health science campus. The presentation will conclude with best practices and will highlight some challenging issues we have encountered such as, working with limited staff and administration, large-scale ILS and discovery changes, and budgetary concerns.
Librarians and faculty members now have the opportunity, through open access publishing, to work together to make faculty-produced scholarly content available to the entire academic community, not just to those scholars or institutions privileged enough to afford it. The University of South Florida Libraries have been working with bepress’ Digital Commons platform to create a substantial institutional repository that includes open access journals, conference proceedings, and data sets, among other materials. Publication of open access journals at USF officially began in 2008 with the launch of Numeracy from the National Numeracy Network. Library staff members are currently involved in a variety of activities, including negotiating memorandum of understandings, loading backfiles, registering DOIs with CrossRef, designing layout, doing final publication steps, and assisting with technical issues. In 2011, our institutional repository, Scholar Commons @ USF, went live, allowing the library to pull fragmented collections previously hosted on other platforms into a single system with improved discoverability. This session will discuss some of these efforts, what is involved, how we have retrained existing and new staff, and plans for future directions.
Using computing power to replace lawyers-advances in licensing and accessNASIG
Students and researchers need access to more content than ever before. However, the demise of the big deals and the rise of new purchasing models have added complexity to licensing and legal frameworks. The iTunes model has shown that most users prefer an easy purchase/access method to piracy, and advances in computing power are using smart rules-based systems to replace lawyers. Learn how to get the most out of your licensed content and how to provide simplified access for coursepacks and library reserves. Learn how to reduce your legal liability through license integration with your LMS. Let’s get the lawyers out of the picture, so that professors and students can access content quickly and efficiently.
Presenters:
Tim Bowen
Director, Academic Products & Services, Copyright Clearance Center
Tim Bowen is the Director of Academic Products & Services at Copyright Clearance Center (CCC) in Danvers, Massachusetts. He joined Copyright Clearance Center in 2003 and is responsible for the development and management of CCC's pay-per use and annual licensing services for academic institutions as well as CCC’s newest product, Get It Now. Mr. Bowen has over 20 years of product management, product marketing, and channels marketing experience. Previously, he worked at Genuity, Cabletron Systems, Digital Equipment Corporation, and Nashua Corporation. He holds a BS in business administration–marketing from Plymouth State University and an MBA from Southern New Hampshire University.
Mimi Calter
Assistant University Librarian & Chief of Staff, Stanford University Libraries
library.stanford.edu/people/mcalter
I manage copyright issues for the Stanford University Libraries, including our annual copyright reminder to all students and faculty. I also supervise our facilities department, so I wear a lot of hats. When I'm not at work (and occasionally even when I am), I'm a birder. I'm looking forward to exploring the avifauna of Buffalo.
Franny Lee
Co-Founder, SIPX
Franny is Co-Founder and VP, University Relations and Product Development of SIPX, Inc. (formerly the Stanford Intellectual Property Exchange). Originally a composer and jazz musician, Franny Lee was drawn to the fields of copyright and digital communication by experiencing firsthand its effect on the music industry. She has worked on these complex issues from many perspectives for over 10 years. Franny is a lawyer in the US and Canada, and litigated digital rights and Internet questions in the entertainment, media and communications industries. Her work included creating national copyright royalty tariffs before specialty copyright courts, and litigating decision appeals to higher courts. Franny clerked for the Copyright Board of Canada in copyright collective certification proceedings and orphan works applications, and consulted for the Board on research issues, policy initiatives and administration of copyright collecting societies. She holds a Master of Laws degree in Law,
This document summarizes a presentation given by Judy McNally and Doreen Herold of Lehigh University about the challenges facing their technical services department and how they are adapting workflows to address changing trends. Key challenges include acquiring fewer print materials, an explosion of digital resources, reduced budgets, and changing staff roles. The department is shifting from print to electronic serials, outsourcing more work, and cross-training staff. Staff are taking on new roles like resolving access issues for electronic journals and doing more batch cataloging of materials like ETDs and SpringerLink titles. The department is also exploring new cataloging solutions like OLE.
Meeting the e-resources challenge through collaboration: an OCLC perspective ...NASIG
Libraries have been evolving their methods and approaches to managing the increasing range and number of electronic collections; however, much of the technology that has been developed to support this evolution involves the use of closed, disparate systems that each supports a single aspect of electronic resource management. At this session, OCLC staff and experts from member libraries will look at specific challenges of the e-resource management life cycle and share their perspectives about the opportunities to simplify and streamline processes at each step of the workflowselect, acquire, describe, discover, access and renew.
Particular focus will be given to the potential for libraries (and providers) to share data, tools and processes within OCLC's suite of WorldShare applications. These include: working with publishers to provide comprehensive, timely, good quality, reusable metadata to drive the discovery and usage of electronic resources; providing APIs that foster the development of functional enhancements that benefit everyone; working with a range of partners to embed metadata about, and drive discovery of, library collections in the sites and tools where users start their search.
OCLC is a worldwide cooperative of more than 16,000 libraries, archives and museums, working with members to provide a range of cloud-based, cooperative services that manage the complete library management life cycleOCLC WorldShare. OCLC's unique community-led approach to cataloging has resulted in widespread acknowledgment of the richness and accuracy of libraries' metadata. We are now applying this approach to the description, management and discovery of electronic resources.
By offering applications that address acquisitions, link resolution, authentication, license management, discovery, metadata synchronization and analyticson an open, shared platformOCLC is working with libraries to share the work of managing and delivering licensed resources with services that streamline and automate critical functions at every step of the library's workflow.
Presenters:
Maria Collins
Head, Acquisitions and Discovery, North Carolina State University
Rene Erlandson
Director of Virtual Services, University of Nebraska Omaha
Jill Fluvog
Director of eSolutions, OCLC
Dawn Hale
Head of Technical Services, Johns Hopkins University
Andrew Pace
Executive Director for Networked Library Services, OCLC
The document summarizes current and emerging trends in library services discussed in a KLA webinar. It covers topics like cloud-based library services from providers like OCLC and EBSCO; web-scale discovery services and their advantages over federated search; remote access technologies like Google Scholar's CASA and library links programs; electronic resource management systems; and library service platforms like FOLIO and commercial options. It also discusses event and room booking software like LibCal.
This document discusses the challenges facing academic libraries and trends in academia. It then introduces BLUEcloud as a library services platform that allows libraries to integrate physical and electronic resources through a cloud-based, multi-tenant system with APIs and web services. BLUEcloud provides functionality for discovery, acquisitions, metadata, interlibrary loan, digital archives, and connects libraries to content, library systems, and partners through its open platform approach.
BIBFLOW and the Libhub Initiative: Leveraging our past to define our future
Eric Miller, President, Zepheira
Jeff Penka, Director of Channel and Product Development, Zepheira
This document summarizes the Washington County Heritage Online (WCHO) collaborative project. It began as a partnership between the Washington County Museum and Pacific University Library to digitize and provide online access to their collections. It has since expanded to include 11 contributing partners who have digitized over 8,000 objects. The project uses ContentDM to make these collections accessible online. It discusses the collaborative process, standards used, training provided, and lessons learned about balancing the needs of institutional and community partners.
this defines the importance of e-resource, types of e-resources in libraries, advantages/ disadvantages of e-resources discuss the selection, acquisition of e-resources in libraries.
Web-Scale Discovery: Post ImplementationRachel Vacek
Discovery services provide users a single
search box to access a library’s entire prei-ndexed collection. Representatives from
two academic libraries serving different
user populations will discuss marketing,
instructing users, evaluating the product,
and maintaining the resource after a
discovery service is implemented
Alma, the Cloud & the Evolution of the Library Systems Department - Kevin KiddKevin Kidd
As libraries implement Alma and other cloud-based technologies, there are many questions about the future role of the traditional sysadmin focused library systems department. What opportunities and challenges will systems departments face as libraries push their applications and services into the cloud? What will be the practical effect of implementing Alma on your systems department? What tasks will systems librarians give up? What new duties will they take on? What new skills will systems librarians need to develop? I will discuss these questions in the context of the implementation of Alma at the Boston College Libraries. As the first adopters of Alma, we would like to share thoughts and experiences in a broad discussion of the effects of cloud computing on library systems and services.
The role of catalogers is expanding in the digital age. Catalogers need to build partnerships with vendors to leverage outside expertise and provide access to vast online resources that are too large for any one institution to catalog alone. Catalogers also need to retool by utilizing knowledge bases, batch loads, OpenURL, and other standards to continue enabling discovery of library resources. By building on past successes and embracing new technologies, catalogers can adapt to changing needs and ensure patrons can find and access information.
The document summarizes the development and use of the Core Competencies for Electronic Resources Librarianship (CCfERLs). It describes how the CCfERLs were created in 2010 based on research identifying competencies sought by employers. Libraries have used the CCfERLs for workflow mapping, creating job descriptions, and identifying training needs. The future of the CCfERLs may include a revision process and further research on their impact on electronic resources roles and education.
Use Google Analytics Stats to Improve WebsiteSuhui Ho
This document discusses how to use Google Analytics to understand website visitors and improve a website. It recommends using Google Analytics reports to analyze popular content, traffic sources, and visitor navigation behavior. This can help with decisions about content priorities, information architecture, search engine optimization, and evaluating website services. The presenter provides an overview of key Google Analytics reports and how understanding visitor data can help improve a website.
Out with the old, in with the new: revising ERM workflows in a time of changeNASIG
Electronic Resources and Metadata (ERM) work can be time sensitive and constantly changing. It is difficult to keep track of tasks, projects, and what staff are working on. Communication, leadership, flexibility, and clear workflows are essential to successfully track and manage ERM tasks. However, workflows can easily become outdated, causing inefficiency and roadblocks.
In December 2019, the University of Guelph Library will be migrating to a Library Services Platform as part of OCUL Collaborative Futures project. This migration, combined with staffing changes and outdated workflows, inspired the Electronic Resources & Metadata team to begin revising many of their workflows, focusing on prioritization, clean-up, and streamlining. This session describes their workflow revision process, including local context, change management strategies for this process, and guiding principles for the revision. Emphasis will be placed on the NASIG Core Competencies for Electronic Resources Librarians, including communication, leadership, and flexibility, and their impact on workflows.
Kailey Brisbin, Electronic Resources & Metadata Librarian, University of Guelph
Hana Storova, E-resources & Metadata Librarian, University of Guelph
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
Maryann Martone, Ph.D., Professor of Neuroscience, University of California, San Diego
The changing nature of web design and user expectations, and how libraries c...Rachel Vacek
Rachel Vacek discusses trends in web design and user expectations and how libraries can respond. She outlines current web design trends like responsive design, flat design, and large background images. User expectations include a personalized experience, quick access to resources, and mobile friendly sites. Libraries can offer full discovery of resources and services, conduct more user testing, highlight unique assets through storytelling, and follow agile development practices with gradual improvements.
The Many Hats of the E-Resources Librarian: Present Challenges and Possible F...Jane Strudwick
The document discusses the roles and competencies of e-resources librarians. It describes how their responsibilities have expanded to manage the entire lifecycle of electronic resources, including acquiring subscriptions, negotiating licenses, providing access, and evaluating resources. However, the e-resources librarian faces challenges from siloed systems and changing publishing models. Potential futures discussed include a fully integrated system, demand-driven acquisitions, and the e-resources librarian taking on new roles in areas like research support or state-level collaboration due to budget and staffing changes.
The Future Of The Integrated Library Systemtiranloblanc
The document discusses the future of the integrated library system (ILS). It predicts that if the ILS remains constrained by its current design, it has no future. However, if the ILS is freed from these constraints to evolve and integrate outside data sources, it may survive. Currently, ILSs are good for books but not other content like journals or digital materials. The document advocates for setting library data free by presenting it in multiple ways and sharing it flexibly. It also calls for more modern and customizable user interfaces and improved search capabilities. The real competition for ILS vendors are content management systems that can manage a library's entire web presence. The future may see ILSs evolving into CMSs or libraries adopting other systems
Electronic information resources for teachers and studentsVasantha Raju N
This document summarizes a presentation given by Vasantha Raju N on electronic information resources for teachers and students. The presentation covered the definition of e-resources, their importance in terms of currency, accessibility, and cost advantages over print. Various types of e-resources were described including e-books, e-journals, databases, and repositories. Guidelines for evaluating e-resources were provided. Several online resources available in Kannada were highlighted, and the value of libraries was discussed based on recent studies.
Electronic Resources Workflows: Three ApproachesTina Beis
Presentation at the Ohio Valley Group of Technical Services Librarians 2017.
Managing and coordinating the multifaceted steps involved in the electronic resource lifecycle in a transparent and effective method can be a challenging aspect of librarianship. This presentation will cover the workflow processes and collaborative efforts involved in: investigation of new resources, acquisitions & licensing, access, support, evaluation and renewal decisions from a unique perspective of three institutions of varying sizes and types. The presenters will discuss their shared work history in coordinating the electronic resources workflow at Capital University, a small private four-year college, as well as their current respective roles at Union Institute and University, a small private nonprofit university specializing in distance learning and The University of Toledo, a large public university with a health science campus. The presentation will conclude with best practices and will highlight some challenging issues we have encountered such as, working with limited staff and administration, large-scale ILS and discovery changes, and budgetary concerns.
Librarians and faculty members now have the opportunity, through open access publishing, to work together to make faculty-produced scholarly content available to the entire academic community, not just to those scholars or institutions privileged enough to afford it. The University of South Florida Libraries have been working with bepress’ Digital Commons platform to create a substantial institutional repository that includes open access journals, conference proceedings, and data sets, among other materials. Publication of open access journals at USF officially began in 2008 with the launch of Numeracy from the National Numeracy Network. Library staff members are currently involved in a variety of activities, including negotiating memorandum of understandings, loading backfiles, registering DOIs with CrossRef, designing layout, doing final publication steps, and assisting with technical issues. In 2011, our institutional repository, Scholar Commons @ USF, went live, allowing the library to pull fragmented collections previously hosted on other platforms into a single system with improved discoverability. This session will discuss some of these efforts, what is involved, how we have retrained existing and new staff, and plans for future directions.
Using computing power to replace lawyers-advances in licensing and accessNASIG
Students and researchers need access to more content than ever before. However, the demise of the big deals and the rise of new purchasing models have added complexity to licensing and legal frameworks. The iTunes model has shown that most users prefer an easy purchase/access method to piracy, and advances in computing power are using smart rules-based systems to replace lawyers. Learn how to get the most out of your licensed content and how to provide simplified access for coursepacks and library reserves. Learn how to reduce your legal liability through license integration with your LMS. Let’s get the lawyers out of the picture, so that professors and students can access content quickly and efficiently.
Presenters:
Tim Bowen
Director, Academic Products & Services, Copyright Clearance Center
Tim Bowen is the Director of Academic Products & Services at Copyright Clearance Center (CCC) in Danvers, Massachusetts. He joined Copyright Clearance Center in 2003 and is responsible for the development and management of CCC's pay-per use and annual licensing services for academic institutions as well as CCC’s newest product, Get It Now. Mr. Bowen has over 20 years of product management, product marketing, and channels marketing experience. Previously, he worked at Genuity, Cabletron Systems, Digital Equipment Corporation, and Nashua Corporation. He holds a BS in business administration–marketing from Plymouth State University and an MBA from Southern New Hampshire University.
Mimi Calter
Assistant University Librarian & Chief of Staff, Stanford University Libraries
library.stanford.edu/people/mcalter
I manage copyright issues for the Stanford University Libraries, including our annual copyright reminder to all students and faculty. I also supervise our facilities department, so I wear a lot of hats. When I'm not at work (and occasionally even when I am), I'm a birder. I'm looking forward to exploring the avifauna of Buffalo.
Franny Lee
Co-Founder, SIPX
Franny is Co-Founder and VP, University Relations and Product Development of SIPX, Inc. (formerly the Stanford Intellectual Property Exchange). Originally a composer and jazz musician, Franny Lee was drawn to the fields of copyright and digital communication by experiencing firsthand its effect on the music industry. She has worked on these complex issues from many perspectives for over 10 years. Franny is a lawyer in the US and Canada, and litigated digital rights and Internet questions in the entertainment, media and communications industries. Her work included creating national copyright royalty tariffs before specialty copyright courts, and litigating decision appeals to higher courts. Franny clerked for the Copyright Board of Canada in copyright collective certification proceedings and orphan works applications, and consulted for the Board on research issues, policy initiatives and administration of copyright collecting societies. She holds a Master of Laws degree in Law,
This document summarizes a presentation given by Judy McNally and Doreen Herold of Lehigh University about the challenges facing their technical services department and how they are adapting workflows to address changing trends. Key challenges include acquiring fewer print materials, an explosion of digital resources, reduced budgets, and changing staff roles. The department is shifting from print to electronic serials, outsourcing more work, and cross-training staff. Staff are taking on new roles like resolving access issues for electronic journals and doing more batch cataloging of materials like ETDs and SpringerLink titles. The department is also exploring new cataloging solutions like OLE.
Meeting the e-resources challenge through collaboration: an OCLC perspective ...NASIG
Libraries have been evolving their methods and approaches to managing the increasing range and number of electronic collections; however, much of the technology that has been developed to support this evolution involves the use of closed, disparate systems that each supports a single aspect of electronic resource management. At this session, OCLC staff and experts from member libraries will look at specific challenges of the e-resource management life cycle and share their perspectives about the opportunities to simplify and streamline processes at each step of the workflowselect, acquire, describe, discover, access and renew.
Particular focus will be given to the potential for libraries (and providers) to share data, tools and processes within OCLC's suite of WorldShare applications. These include: working with publishers to provide comprehensive, timely, good quality, reusable metadata to drive the discovery and usage of electronic resources; providing APIs that foster the development of functional enhancements that benefit everyone; working with a range of partners to embed metadata about, and drive discovery of, library collections in the sites and tools where users start their search.
OCLC is a worldwide cooperative of more than 16,000 libraries, archives and museums, working with members to provide a range of cloud-based, cooperative services that manage the complete library management life cycleOCLC WorldShare. OCLC's unique community-led approach to cataloging has resulted in widespread acknowledgment of the richness and accuracy of libraries' metadata. We are now applying this approach to the description, management and discovery of electronic resources.
By offering applications that address acquisitions, link resolution, authentication, license management, discovery, metadata synchronization and analyticson an open, shared platformOCLC is working with libraries to share the work of managing and delivering licensed resources with services that streamline and automate critical functions at every step of the library's workflow.
Presenters:
Maria Collins
Head, Acquisitions and Discovery, North Carolina State University
Rene Erlandson
Director of Virtual Services, University of Nebraska Omaha
Jill Fluvog
Director of eSolutions, OCLC
Dawn Hale
Head of Technical Services, Johns Hopkins University
Andrew Pace
Executive Director for Networked Library Services, OCLC
The document summarizes current and emerging trends in library services discussed in a KLA webinar. It covers topics like cloud-based library services from providers like OCLC and EBSCO; web-scale discovery services and their advantages over federated search; remote access technologies like Google Scholar's CASA and library links programs; electronic resource management systems; and library service platforms like FOLIO and commercial options. It also discusses event and room booking software like LibCal.
This document discusses the challenges facing academic libraries and trends in academia. It then introduces BLUEcloud as a library services platform that allows libraries to integrate physical and electronic resources through a cloud-based, multi-tenant system with APIs and web services. BLUEcloud provides functionality for discovery, acquisitions, metadata, interlibrary loan, digital archives, and connects libraries to content, library systems, and partners through its open platform approach.
BIBFLOW and the Libhub Initiative: Leveraging our past to define our future
Eric Miller, President, Zepheira
Jeff Penka, Director of Channel and Product Development, Zepheira
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this defines the importance of e-resource, types of e-resources in libraries, advantages/ disadvantages of e-resources discuss the selection, acquisition of e-resources in libraries.
Web-Scale Discovery: Post ImplementationRachel Vacek
Discovery services provide users a single
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As libraries implement Alma and other cloud-based technologies, there are many questions about the future role of the traditional sysadmin focused library systems department. What opportunities and challenges will systems departments face as libraries push their applications and services into the cloud? What will be the practical effect of implementing Alma on your systems department? What tasks will systems librarians give up? What new duties will they take on? What new skills will systems librarians need to develop? I will discuss these questions in the context of the implementation of Alma at the Boston College Libraries. As the first adopters of Alma, we would like to share thoughts and experiences in a broad discussion of the effects of cloud computing on library systems and services.
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Collaborative digital reference services allow institutions to share resources and expand hours of service by providing access to a larger collection of knowledge. Examples include QuestionPoint, a collaborative service run by the Library of Congress and OCLC that connects local libraries to a global reference network using a reference management system and live chat. Listservs also enable librarians to collaborate by sharing difficult reference questions. The Virtual Reference Desk Network connects specialized Ask-A services to share expertise and ensure questions are redirected or answered.
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The document discusses the benefits and challenges of digital libraries and electronic resources. It notes that technological advances have transformed libraries' collections from print-based to e-books and e-journals. However, many libraries have not fully implemented electronic resource management systems to help organize and provide access to these digital collections. The document outlines several benefits of electronic resources like being eco-friendly, cost-effective, and allowing remote access, as well as challenges like high initial costs, requiring technical skills, and addressing copyright and security issues.
The document summarizes the agenda for an OCLS Power Breakfast meeting held on January 29, 2016. The following projects were highlighted in 3-5 minute lightning talks:
1. A Skills Audit Research Project led by Seneca College to identify staff expertise and professional development interests across OCLS member libraries.
2. A Colleges eBook Consortium Project to develop a metadata workflow that allows ebooks to be discoverable across all college catalogs.
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What does success look like when it comes to library discoverability? Index based discovery systems have seen a dramatic rate of adoption since introduction to the research ecosystem in 2009, with more than 9,000 libraries relying on a discovery system to provide users with a comprehensive index to their offerings. Some issues bar the way to providing this comprehensive view, but many challenges have been overcome through collaboration between libraries, content providers and discovery partners. The NISO ODI initiative began to examine these issues in 2011, and released a best practice in June 2014.
Speakers will highlight examples of successful collaboration, note continued areas of challenge, and provide insight on how the Open Discovery Initiative Conformance Checklists can be used as a mechanism to evaluate content provider or discovery provider conformance with the best practice.
OpenURL Linking: the Academic Library ExperienceJohn McDonald
The document discusses resource integration through open URL linking. It provides summaries from several speakers at the Charleston Conference on this topic. John McDonald from Caltech discusses SFX implementation at Caltech. Deborah Loeding from H.W. Wilson discusses the WilsonLink solution. Jenny Walker from Ex Libris discusses link servers and knowledgebases. Harry Samuels from Endeavor discusses what to look for in link resolvers.
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The document summarizes the Open Library Environment Project, which aims to design a new open-source library management system using modern principles like service-oriented architecture and business process modeling. The project will gather requirements from libraries and redesign workflows and technical architecture to create a flexible system that can adapt to changing needs. An initial group of partner libraries received funding to develop design specifications over a one-year period, with the goal of then seeking funding to build a prototype system.
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Er bootcamp 2015 9-30 klamla joint conference
1. 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
3. 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)
4. Core Competencies for E-
Resources Librarians
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.
5. Core Competencies for E-
Resources Librarians
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.
6. Core Competencies for E-
Resources Librarians
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
7. Core Competencies for E-
Resources Librarians
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
8. Core Competencies for E-
Resources Librarians
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
9. Core Competencies for E-
Resources Librarians
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.
10. Core Competencies for E-
Resources Librarians
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.
11. 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.
13. Technology for E-Resource
Nancy Haag, Kansas City, Kansas Public Library
Christina Geuther, Kansas State University
Libraries
14. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
Lowering Barriers to Access
15. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
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
16. 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
E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
17. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
• 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
18. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
Road Block for Digital User
Getting a Library Card
Right here, Right now
19. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
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
21. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
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
22. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
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
23. E-Resources Bootcamp
KLA / MLA Joint Conference, September 30, 2015
Technology for e-resources
ecommunity.kckpl.o
rg
Life-Long Reading
Life-Start Reference
Community-Life
Entertainment
30. 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
31. 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
32. Technology Used to Manage E-
Resources
•Proxy server
•Link resolver
•Electronic resource management system
(ERM)
•Discovery layer
33. 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
34. 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
35. 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
36. 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
40. Making sense of data
•Collect
•Analyze
•Manipulate
•Meaningful interpretation
•Methods
–Relational Databases
–Spreadsheets
–Word Processing Programs
44. Wrangling Data
•Reporting
–Usage & cost per use
•Needs & Budget Constraints
–When to recommend cancellations
–When to add
•Reports
–Strengths/Weaknesses
48. 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
50. 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
52. 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.
54. 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.
55. Information Management – How?
•Improve email
(personal task tracking,
shared accounts)
•Web forms
•Ticketing systems
•Spotlights vs Lobs
(Feather, 2007)
56. Other How?
•Emotional Intelligence
(for you), Empathy (for
others)
•Strengths
•Facilitation, project
management
•Practice, practice,
practice
https://youtu.be/1Evwgu369Jw
Brene Brown on Empathy
58. 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
59. Effective Management of E-
Resources Personnel and Projects
Mary Bailey
Continuing Resources Librarian
Kansas State University Libraries
61. 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
62. 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
63. Procedures and workflows
•When training new staff
•Evaluate when something changes
•Changing workflows affect others
•Involve your staff when possible
64. Synthesize policy
•Know your local resources
•Stay aware of best practices
•Know the technology (or your tech people)
66. 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
68. 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
70. 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.
71. References
Pesch, O. (2009). ERMs and the e-resource life-
cycle [Powerpoint slides]. Retrieved from
http://tinyurl.com/ERLifeCycle
72. 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
Editor's Notes
Welcome and intros
Show of hands, who’s been doing e-resources work for less than a year? 1 to 3 years? more than three years?
Who’s heard of the CCERLs?
The basis for the organization of this precon
Developed based on qualifications sought in job ads
7 broad categories of competencies
By a NASIG taskforce in 2011-2013
Became NASIG policy in summer 2013
Not necessarily intended to be required of a single librarian
Read bios here
The seventh competency is keeping up with trends and professional development. In the interest of time, instead of including them in the presentation, we compiled a list that’s included on the back of the printed agenda.
The heart of e-resources work
dynamic rather than static
evolving rapidly with technology
Talk them through the cycle, note that more recent services are not specifically included
discovery systems under Access
single sign on services under Access
The cycle is iterative and includes “closing the assessment gap,” a phrase that has become increasingly used in academia at least
.
Resources list for staying up to date in handout. But, see also these key readings mentioned this presentation.
5.1 Demonstrates the capability to effectively supervise, train and motivate staff
My 2nd library job – supervise the volunteers
Volunteers don’t have to stay, don’t have to do anything, can go home any time, can quit and then they can say really bad things about the library and about you.
So how are volunteers like your staff? They need to like what they are doing, they need to feel useful and they need to hear that they did a good job.
Know your staff
Know their personalities, interests, strengths and weakness – Listen to them and get to know their work styles.
What motivates them?
Are they competitive, want to do their best, born to troubleshoot, do they need goals, deadlines, etc.? Can they multi task or only do one task at a time?
What is their learning style?
Just tell them and let them do it, they want to write as you demonstrate, read and follow documentation, or just try to remember next time.
Trust them to do the job.
Praise and reward
5.2 Demonstrates skillful project management, particularly the ability to initiate and complete projects in a timely and independent manner.
Know your timeline and deadline.
Getting the right people in the group is extremely important. Don’t leave out any stakeholders. Maybe they only need to be at a few meetings, but be sure they are involved.
Planning – lots of planning when possible. It’s worth it when the project comes together. Planning means considering all the possibilities – Always other options – some much better than the first plan.
Do the work first yourself, work out the kinks, plan for the problems that will occur. Who will do the problem work? DOCUMENT the procedures that will be used.
Train your workers. Make sure all have the same written procedure and heard the same instructions. Work in teams/pairs when possible. (experienced with less)
Evaluate what worked, what didn’t. Do you need to change some steps? Do this early and revisit midway or sooner. Changing procedures is not a bad thing if it solves a problem.
Motivate and reward. Annex project – keep chocolate on hand, ½ way winner of $10 gift certificate. T-shirts to celebrate end of project. (3+ years)
Too many projects? – Alma clean up work. 16 projects, spreadsheets with 100 lines to over 4000 lines. 3 people, one on the job just 6 weeks. Prioritize, Deadlines. Knowledge needed? Comfort level with tasks.
5.3 Evaluates existing procedures and workflows, revising or replacing them as needed to maximize efficiency and job performance; implements and manages workflows utilizing appropriate personnel.
Work constantly changes. When I started in libraries we still had no computers. There was no internet. I learned to use a mouse by playing games during work. Our work changes. And the procedures and workflows must change with it.
When you hire new staff, evaluate the procedures you are training them to do, evaluate the workflow from their eyes. Why do we do it, does it make sense and is it still needed?
Anytime one thing changes, realize it may affect other procedures or workflows. The bigger the library, the more you need to communicate the change before you do it. You may not realize how your change affects something else. Remember we all have a “first learned” response so if you change procedures, remember to retrain and watch that the staff make the change. And check again in a couple months.
Involve your staff whenever it’s possible. When they take ownership they are more motivated. They also have a different perspective and may see something you missed.
5.4 Synthesizes concrete policy statements based on an awareness of local resources and best practices in electronic resource acquisition, collection development and systems.
Think of all the kinds of policies we have in technical services. Gifts, Collections, Binding and Preservation, Electronic purchase policies, Free electronic journals…
All of these impact the electronic resource librarian. So know your local resources. Is that print gift available through an electronic collection or a free site? Do we need to keep the print too?
If we have perpetual access should we bind the print? Should we buy the print? We withdraw the JSTOR print when it is available on JSTOR. Yet what if it is 10 years before it is available?
Be aware of Best practices. Pay attention to the questions on the list serves, go to conferences to hear what others are doing. Think about their choices – are they right for your library?
Know the technology and make it work for you. If you are not tech savvy (like I’m not!) hire people who are. Christina is way beyond me in technology, so I listen to her ideas and suggestions. My newest support staff person is way beyond me and I take advantage of it whenever I can. Knowing the technology helps us make better policies because as the technology continues to change we need to change with it.
5.5 Establishes and maintains effective working relationships
Listen – few things are as important as listening to others. In meetings and in passing.
Get to know your co-workers – Same as staff, you don’t have to spend time with them outside of work, but knowing their interests helps you understand their perspective. Single parent, caregiver, overcommitted with outside activities, each affects our moods and our work. Be willing to sympathize or celebrate when it is needed.
Compromise and collaborate. It’s not about you – it’s about getting the work done in a timely manner. Its about doing it right. So what is the best way to make that happen? Listen to others ideas, compromise on what you can, collaborate with others and share the recognition.
Be professional. Respect each other
I have supervised for over 25 years. Over that time, we have had threats, bad days, loud and ugly words, childish behavior, possible suicide moments, you name it and it’s happened. I have met with HR staff and documented situations and written poor evaluations. What works best for me is just listening, talking about what is going on and reminding them that no matter what others do, you can only control your own actions. Working relationships start with your own actions.
5.6 Be familiar with systems administration through
5.6.1 Knowledge of system architectures, capabilities, support options, etc. for library systems involved in access and preservation of electronic resources
Understand the relationships and functionality
Make friends with your IT people
If its not on your end, know who to contact. Shared contact list and shared e-mail folder
5.6.2 Knowledge of best practices for account and data management (e.g. setting user permissions, performing regular backups, etc.)
User Permissions and roles
Know your system well and know what your staff need. (Voyager vs Alma – huge change) Still learning, but when you know – document for future.
Know what your staff don’t need. Don’t overwhelm staff with things that will cause frustration.
Learn how your system works on the backend or you may be wasting your time.
Backups – when to do, or when they are done, whose job is it. What should you be backing up or is your it staff doing it for you? Alma has “jobs” - when do they run, affects when other tasks can be done. Affects what displays to the public. Alma pushes out changes twice a day, but Primo (the opac) only loads it once during that time. So changes made in a bib record won’t show until the next day. BUT changes in circulation info changes immediately.
Reports - Know what system is pulling for it’s reports and how that matches with what you are looking for. Where is the info coming from? Alma material types – 2 places depending on the search you do.
5.6.3 Utilizing options for technical support as needed (e.g. vendor support, product specific or librarian-related online bulletin boards/listservs, campus IT department, knowledgeable colleagues and student assistants, etc.)
Vendors
Product specific tech support
Listservs
Library or campus IT
Others who are tech savvy