This document provides tips and advice for new electronic resources librarians (ERLs). It discusses the challenges ERLs face in defining their roles, dealing with inconsistent daily routines and high expectations. It offers suggestions for improving efficiency through documenting workflows, effective communication and information management. The document also addresses managing vendors, promoting resources, analyzing usage statistics and getting involved in the library community.

1. Fake It ‘til You Make It
Tips, Tricks & a Pep Talk for New
Electronic Resources Librarians
Christina Cool, Electronic Resources Librarian, Texas Women’s University
Erin Miller, Electronic Resources Librarian, University of North Texas
ER&L Conference, February 2015

2. WHAT WE DO
CHALLENGES
EFFICIENCY
ODDS & ENDS

3. A Day…or 3…in the Life
What I was hired to do:
“Performs professional librarian work at the entry level in specialized areas within
a specific section of the University Libraries. Work also involves basic knowledge of
current electronic, computer and other library technological systems, including
hardware and software. Work is performed under general supervision and
performance is based upon completion of assignments and results obtained.”
What I actually do:
Manage our databases, ejournals, and ebooks, and occasionally deal with vendors;
collect and analyze usage statistics; troubleshoot problems when something isn’t
working, add and activate titles; delete discontinued titles; update the website
with new resources (and remove old ones); and manage our electronic holdings in
OCLC.
http://acrlog.org/2015/02/10/a-day-or-3-in-the-life/

4. Evolution of the ERL position
Just 5 years ago, the most common words in job descriptions were ‘staff’,
‘experience’, ‘library’, and ‘management’, with some expected ones like ‘electronic’,
‘license’, and ‘resources’ thrown in.

5. Evolution of the ERL position
Current job descriptions tell a different story. ‘Staff’ is not as prevalent; ‘electronic’,
‘resources’, and ‘access’ are the priorities.

6. One thing that hasn’t changed is that we are expected to be
the jack-of-all-trades of the library.
Each word cloud covers the main areas in which ERLs continue to be
assumed to be experts:
- acquisitions
- cataloging
- ERMs
- troubleshooting
- licensing
- link resolution
- collection management
- analytics
…all while managing staff, collaborating with faculty, serving on committees
and, in many cases, publishing or presenting regularly.

7. Challenges Unique to ERLS
• Defining your position
– Blessing and a curse
– Each person you interact with may have a
different idea of what you do.
• Your Daily routine is…not a routine
• High expectations and, often, not much
guidance.
• NASIG’s “Core Competencies for Electronic
Resources Librarians”

8. Challenges: Defining your Position
• Know your job description.
• Formalize expectations.
– With a Performance Agreement
– With regular reports
– Meet with your team/superiors regularly
– (Quarterly? Monthly? Weekly?)
• Become very familiar with the Operational Plan
and/or the overall Strategic Plan for both the Library
and the University
– Find your value within each of these.

9. Challenges: Daily Routine
There’s no such thing as a typical day for an ERL because every day presents a
different challenge. This is a blessing and curse.
It’s great if you like variation, if you tend to get bored easily, if you’re great at
multitasking, if you enjoy puzzles, and if you like Excel.
It is not-so-great on days when you are working to meet a deadline and people call
you to ask why a database isn’t working and you spend time trying to replicate the
problem only to realize that it’s on their end because they haven’t cleared their history
in months *whew* but then you get an email from a student who is panicking because
the ebook they were using yesterday is no longer available and then…
• Stay flexible
• Know when to say ‘no’
• Know when to ask for help
• Never procrastinate
• Practice good time management, efficiency and organizational skills

10. Challenges: High Expectations +
Lack of Guidance = Potential Stress
• Take advantage of training opportunities
– OCLC offers tutorials and training, many of them free:
• https://www.oclc.org/support/training.en.html
– Check out the course offerings through ALA’s ALCTS:
• http://www.ala.org/alcts/confevents/upcoming/webcourse
– Take advantage of Lynda.com if you can
– Check your university’s calendar regularly for helpful
classes
• Don’t be shy about asking vendors for webinars or training.
• Ask for help. Over and over again.
– Keep asking until you get the right person.
• Make lots of mistakes – and be okay with that.

11. Guidelines for Efficiency
• Document Everything
• Communicate Effectively
• Organize as you Go
• Manage Information
• Time Management

12. Efficiency: Document Everything
1. Review:
One of the first things you should do at your new ERL job is review the procedural
documentation from your predecessor.
2. Revise:
It is entirely possible that the documentation is outdated and/or irrelevant.
Update whenever possible.
3. Nightmare scenario: there IS no documentation
Don’t panic! This is a great opportunity! You have the chance to create your own
workflow and to shine at it. It’s also a great chance to meet with others in your
department to discuss the workflows and to discover new methods of
streamlining the processes.
4. Workflows:
Formalize them. Use Vizio or Gliffy.

13. Efficiency: Time Management
Outlook is your BFF
• #1 – Use your Inbox Appropriately
• How you View
– Keep your Task List open on the right
• Create a rule to drop everything from listservs into
a specific folder
• “MOVE” everything that is an action item to your
task list or calendar
• Calendar is specific events (i.e. webinar) or events involving
multiple people (i.e. vendor calls)
• Drag & drop related emails into a single task

14. Become an Email
Ninja
[EOM]--End of Message
SUBJECT LINE: Weekly review is at 3
p.m. in Conference Room 3 [EOM]
versus SUBJECT LINE: Weekly review
meeting
BODY: This week's weekly review
meeting will be held in Conference
Room 3.
[NRR]--No Reply Required
SUBJECT LINE: Agenda attached for
weekly review [NRR]
[Y/N]--Yes/No Question
SUBJECT LINE: Decision needed on
location of weekly review [Y/N]
BODY: Do you want to meet at
Starbucks?
[PYR]--Per Your Request
SUBJECT LINE: Agenda attached for
weekly review [PYR]

15. Efficiency: Manage Information
• Organize as you Go
– This does not necessarily happen organically just because we are librarians
working with librarians.
– File structure is crucial.
• Save your emails.
– Name them appropriately.
• Share Information
– Save your folders on a shared drive as much as possible.
– Invite people to know what you are doing.
– Ask Questions! (Share what you don’t know).
– Do not reinvent the wheel.
• Did a previous ERL leave files?
• If a resource is being evaluated for possible purchase is there already-
existent information about it somewhere?
• Pocket
– Keep track of webpages – articles, videos, etc
– https://getpocket.com/

16. Efficiency: Time Management
• Find what you Need Quickly
• Session Buddy (Chrome extension)
– Makes it easy to open groups of websites
» Daily, Research, Distraction
• Shortcuts for frequently-used folders
• Use your ILS
– Save contact information, admin passwords, etc in
records
• Finish it up on Friday
• This is not an excuse to procrastinate
• Set aside time for projects and block it out on your calendar
• Close your email, change your IM status to “unavailable”
– Use an auto-response in your email if you feel you need

17. Efficiency: Time Management
Stay Focused!
• Reward yourself with a “Trip to the Web”
• One solid hour of updating cost files gets you 5 minutes of reddit or facebook. Deleting
100 duplicate records and you get to update your Facebook status.
• OR, if your problem is that you can’t focus on your work and are spending too
much time on the Web…
• Leechblock is a Firefox add-on that blocks selected sites during specific time.
• https://addons.mozilla.org/en-us/firefox/addon/leechblock/
• StayFocused is a Chrome extension that will give you a certain amount of time
to surf around and play games before it shuts you down with a reminder that
you should be working!
• It even has a nuclear option that you can set once and then can never undo – no
matter how desperately you want to check your facebook.

18. Odds & Ends
• Vendors
• The Silo
• Promoting Resources & Trials
• Usage Statistics
• ERL Community

19. Vendors
• They are not the enemy.
– But they may not be your friends, either.
• Don’t be afraid to ask questions.
– Ask how their product compares to things your library
already owns, ask for lower prices, ask for different
purchasing models.
• Do your homework.
– Before they tell you how useful something is and you just
HAVE to renew it, pull the stats and pull stats of similar
offerings as well
• Set a specific time for phone calls.
– Put it on your calendar. Put it on their calendar.

20. Outside the Silo
• Join workgroups, committees and interest
groups and participate.
• Go talk to people even when there isn’t an
immediate need to do so.
• Get embedded.
• Attend Liaison and other Meetings.
• Be available.

21. Promoting Resources & Trials
• Use LibGuides
• Post database widgets
• Get dedicated space on the Library Website
• Show off at Liaison meetings
• Flyers, etc
• Schedule trainings and demos with vendors
• Invite liaisons, faculty and students
• Have snacks
• Email judiciously
• Share usage stats
• Collect trial feedback via linked survey
• Track and save all feedback

22. Usage Statistics
• Best Practices
–become very familiar with Excel
–find out who reads the reports, what do they want from them?
–make sure you have easy access to all of the logins/passwords for the usage statistics so that you can
easily pull a report if requested
–set aside time to gather the statistics, especially if you have a deadline. I spend the first few days of
the month gathering stats for journals, databases, and ebooks and submitting reports, and i make
sure to block that time out in my Outlook calendar
• Usefulness
– find new ways to interpret the information
•I've recently started tracking turnaways on content not licensed to find out what people want
that we’re not providing
–my predecessor only tracked searches which only shows half of the story
•tracking result clicks gives us a clearer picture of usage
–many vendors offer statistics on mobile usage
•if many of your users are browsing from a phone, this would be very handy information so that
you can build a more mobile-friendly platform

23. ERL World
Where is it? Twitter? Blogs?
• Exchange cards while you’re here, and reach out when you get back to your jobs
• Join the listservs.
– Participate!
• Even if you aren’t comfortable posting, there is a wealth of information
to be found on them, and if you find someone stuck on a problem similar
to yours, you can email them directly.
– Listservs for products, organizations, interest groups.
• Start looking around on the websites of the professional organizations
you belong to and the products you rely on (or struggle to use).
• Blogs?
– ACRLog
Remember: It’s a little scary to be new at something, but we were all new once. (And
some of us still are!)

24. Fake It ‘til You Make It
A Pep Talk for New
Electronic Resources Librarians
Christina Cool, Electronic Resources Librarian, Texas Women’s University
christina.cool@gmail.com
Erin Miller, Electronic Resources Librarian, University of North Texas
erin.miller@unt.edu
gathernowool.wordpress.com
ACRLog First Year Academic Librarian Blogger