As electronic serials have shifted from being the exception to the norm, libraries are becoming increasingly reliant on knowledge base driven systems to help manage their electronic resource holdings. In 2011, after over a decade of managing e-serials within a local database, the University of Toronto Libraries migrated its electronic serial holdings to a fully integrated commercial e-resource management system. Now, with two years of experience under our belts, we endeavored to take stock and analyze how our library is coping with e-serial management within this new environment. How accurate are our e-journal holding statements within the ERM? How effective are we at managing e-serial title changes? How well are we tracking journal purchases that fall outside of the big package deals? Throughout this study, we have encountered many of the benefits and pitfalls of managing electronic journals within a knowledge base-driven system. While using a commercial ERM and companion MARC record service has allowed the library to present better data to users and expose previously hidden collections, there are several new challenges that we must contend with in a knowledge base environment. A common issue hindering access to our e-journals is the supply of incorrect, outdated or incomplete metadata within the data supply chain. These metadata problems have a detrimental effect on libraries, and consequently on our users, as it affects the accuracy of our e-journal holdings within our e-resource inventories. Although the study began as an internal investigation of our e-serials management practices and workflows, the results highlight the need for greater standardization within the data supply chain, better communication with publishers and knowledge base providers, and increased collaboration to improve the e-resource management process.
Presenters:
Marlene van Ballegooie
Metadata Librarian, University of Toronto Libraries
Juliya Borie
Cataloguing Librarian, University of Toronto Libraries
Since the early days of e-resource management, holdings maintenance for electronic resources has been a very time consuming and manual process. While the emergence of electronic resource management systems (ERMS) has improved this process to a significant extent, holdings maintenance tasks remain labor intensive due to the increased volume of electronic content to manage, as well as issues related to metadata quality. To ameliorate many of the problems associated with managing electronic resources, and in recognition of a need for greater accuracy and efficiency, some knowledgebase providers are beginning to offer libraries options to automate holdings maintenance for electronic resources. In 2014, OCLC developed a service to provide automated holdings management for a select group of content providers. Within the WorldCat knowledge base system, library specific holdings for e-book and e-serial collections can be managed within the knowledge base without the need for library staff to manually intervene. At the University of Toronto Libraries, we decided to take OCLC's automated holdings management service for a test-drive. For three vendor packages, we conducted an on-going comparison between the library's holdings list and the title listing supplied by the automated service. This presentation will outline the results of this investigation, highlighting the benefits and drawbacks of automated holdings maintenance. The talk will also provide a vision of what the automated holdings management service could look like in the future.
Speaker: Marlene van Ballegooie, Metadata Librarian, University of Toronto
1. Mr. Matthew Smith, Academic Librarian, University of East Anglia, England
2. Mr. Mathew Hayes, Managing Director, Lean Library
First Session
LLA 2021 Virtual Conference
18 May 2021
About the Webinar
In Part 1 of this two-part webinar, speakers will address a variety of licensing issues. A key component to the discussion will be a focus on the critical pieces of a license, including privacy, accessibility, preservation, migration, and the negotiation process between a library and a vendor.
For the second half of this two-part series, speakers will focus on staffing issues at different types of libraries and how staff manages integration of e-resources into workflows, as well as a discussion about whether or not to execute a reorganization.
Agenda
Introduction
Todd Carpenter, Executive Director, NISO
Lessons Learned by Rethinking E-resource Management in Academic Libraries
Meg Manahan, Associate Director for Collection Management and Services, University of St. Thomas, St. Paul, Minnesota
- co-presenting with -
Nathan Putnam, Head, Metadata Services, McKeldin Library, University of Maryland College Park
Try, Try Again
Jennifer J. Leffler, Technical Services Manager, University Libraries, University of Northern Colorado
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.
Since the early days of e-resource management, holdings maintenance for electronic resources has been a very time consuming and manual process. While the emergence of electronic resource management systems (ERMS) has improved this process to a significant extent, holdings maintenance tasks remain labor intensive due to the increased volume of electronic content to manage, as well as issues related to metadata quality. To ameliorate many of the problems associated with managing electronic resources, and in recognition of a need for greater accuracy and efficiency, some knowledgebase providers are beginning to offer libraries options to automate holdings maintenance for electronic resources. In 2014, OCLC developed a service to provide automated holdings management for a select group of content providers. Within the WorldCat knowledge base system, library specific holdings for e-book and e-serial collections can be managed within the knowledge base without the need for library staff to manually intervene. At the University of Toronto Libraries, we decided to take OCLC's automated holdings management service for a test-drive. For three vendor packages, we conducted an on-going comparison between the library's holdings list and the title listing supplied by the automated service. This presentation will outline the results of this investigation, highlighting the benefits and drawbacks of automated holdings maintenance. The talk will also provide a vision of what the automated holdings management service could look like in the future.
Speaker: Marlene van Ballegooie, Metadata Librarian, University of Toronto
1. Mr. Matthew Smith, Academic Librarian, University of East Anglia, England
2. Mr. Mathew Hayes, Managing Director, Lean Library
First Session
LLA 2021 Virtual Conference
18 May 2021
About the Webinar
In Part 1 of this two-part webinar, speakers will address a variety of licensing issues. A key component to the discussion will be a focus on the critical pieces of a license, including privacy, accessibility, preservation, migration, and the negotiation process between a library and a vendor.
For the second half of this two-part series, speakers will focus on staffing issues at different types of libraries and how staff manages integration of e-resources into workflows, as well as a discussion about whether or not to execute a reorganization.
Agenda
Introduction
Todd Carpenter, Executive Director, NISO
Lessons Learned by Rethinking E-resource Management in Academic Libraries
Meg Manahan, Associate Director for Collection Management and Services, University of St. Thomas, St. Paul, Minnesota
- co-presenting with -
Nathan Putnam, Head, Metadata Services, McKeldin Library, University of Maryland College Park
Try, Try Again
Jennifer J. Leffler, Technical Services Manager, University Libraries, University of Northern Colorado
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.
A briefing paper written by Ken Chad for Higher Education Library Technology contrasts the library resource management landscape now with the situation in 2008 when a Jisc/SCONUL LMS study recommended that the time was not right for libraries to purchase a new library management system. In the intervening period a new generation of 'library services platforms' (LSPs) has emerged to replace library management systems (or integrated library systems –as they are also known) and the pace of procurement has quickened.
Ken Chad analyses the current landscape and looks at the strategic issues around the changing nature of library collections, shared services, workflows, analytics and the cloud. He predicts that LSPs will move to encompass additional resource silos. Furthermore cloud-based library platforms will unleash further opportunity for shared services. ”The cloud is becoming the new normal” he suggests, quoting Amazon’s cloud strategy chief Andrew Jassy.
Where Do We Go From Here? Assessing the Value and Impact of Discovery Systems
Michael Levine-Clark, Professor / Associate Dean for Scholarly Communication and Collections Services, University of Denver Libraries
Jason S Price, PhD, Director of Licensing Operations, SCELC Library Consortium
Open source software for implementation of union catalogueBeatrice Amollo
Adapting open source for a union catalogue in Kenya is not impossible. This is made feasible by the fact that there exist several successful union catalogs in the world. Of importance, is the agreement between the participating libraries. This is the hurdle that must be overcome before any progress is realized in this direction.
There are libraries in Kenya that have implemented open source ILS for long enough to provide the necessary expertise or input to help in the actual implementation. Koha seems to have gained much mileage in Kenya as observed earlier on. The experiences with it by the different libraries will come in handy when deciding on which software to adapt for the union catalogue.
Opening Keynote: From where we are to where we want to be: The future of resource discovery from a UK perspective
Neil Grindley, Head of Resource Discovery, Jisc
About the Webinar
The increased utilization of mobile devices for content consumption places demands on publishers to be more adept at engaging on mobile devices. As the device market has changed, size, capability, and usability of the devices continue to evolve rapidly. The capability of the web sites needs to keep pace with the changing market both in terms of rendering content on devices and managing the access to the content.
One of the first waves of design called for using custom Apps for mobile devices. Many of the early adopters learned quickly that App maintenance consumed more resources that anyone had predicted.
Access management is another consideration for the mobile experience. Simply put, publishers want be sure that users are authorized to have access to content. In the academic environment, the task is particularly troublesome because students are transient and very mobile. Rather than setting up onerous, session based manual login processes, content providers, usually enabled by hosting companies, have developed techniques to “pair” devices with authentication systems to ensure that access is available when requested, but not extended past a designated time frame. Management of this capability should be transparent intermediaries, such as librarians, but available for management should the need arise.
In this NISO Webinar, speakers will discuss multiple form factors including responsive web design and responsive design with server side components, that help institutions deliver a great experience to their users.
Agenda
Introduction
Nettie Lagace, Associate Director for Programs, NISO
RESS: Responsive Web Design + Server Side Components
Marty Picco, Vice President of Product Management, Atypon
Providing Information across Multiple Devices to the Public Health Workforce: Challenges and Opportunities
Hathy Simpson, MPH, Public Health Information Specialist, Project Coordinator, Public Health Partners Website Project, National Network of Libraries of Medicine, New England Region (NN/LM NER), University of Massachusetts Medical School
Lisa Sedlar, Librarian, National Information Center for Health Services Research and Health Care Technology (NICHSR), National Library of Medicine
Meeting Your Customer Where They Are with Responsive Design
Bobby Foster, Director of User Experience & Design, Health Learning, Research & Practice, Wolters Kluwer
Levine-Clark, Michael, and Barbara Kawecki, “Best Practices for Demand-Driven...Michael Levine-Clark
Levine-Clark, Michael, and Barbara Kawecki, “Best Practices for Demand-Driven Acquisition of Monographs: Recommendations of the NISO DDA Working Group,” Electronic Resources & Libraries, Austin, March 17, 2014.
A briefing paper written by Ken Chad for Higher Education Library Technology contrasts the library resource management landscape now with the situation in 2008 when a Jisc/SCONUL LMS study recommended that the time was not right for libraries to purchase a new library management system. In the intervening period a new generation of 'library services platforms' (LSPs) has emerged to replace library management systems (or integrated library systems –as they are also known) and the pace of procurement has quickened.
Ken Chad analyses the current landscape and looks at the strategic issues around the changing nature of library collections, shared services, workflows, analytics and the cloud. He predicts that LSPs will move to encompass additional resource silos. Furthermore cloud-based library platforms will unleash further opportunity for shared services. ”The cloud is becoming the new normal” he suggests, quoting Amazon’s cloud strategy chief Andrew Jassy.
Where Do We Go From Here? Assessing the Value and Impact of Discovery Systems
Michael Levine-Clark, Professor / Associate Dean for Scholarly Communication and Collections Services, University of Denver Libraries
Jason S Price, PhD, Director of Licensing Operations, SCELC Library Consortium
Open source software for implementation of union catalogueBeatrice Amollo
Adapting open source for a union catalogue in Kenya is not impossible. This is made feasible by the fact that there exist several successful union catalogs in the world. Of importance, is the agreement between the participating libraries. This is the hurdle that must be overcome before any progress is realized in this direction.
There are libraries in Kenya that have implemented open source ILS for long enough to provide the necessary expertise or input to help in the actual implementation. Koha seems to have gained much mileage in Kenya as observed earlier on. The experiences with it by the different libraries will come in handy when deciding on which software to adapt for the union catalogue.
Opening Keynote: From where we are to where we want to be: The future of resource discovery from a UK perspective
Neil Grindley, Head of Resource Discovery, Jisc
About the Webinar
The increased utilization of mobile devices for content consumption places demands on publishers to be more adept at engaging on mobile devices. As the device market has changed, size, capability, and usability of the devices continue to evolve rapidly. The capability of the web sites needs to keep pace with the changing market both in terms of rendering content on devices and managing the access to the content.
One of the first waves of design called for using custom Apps for mobile devices. Many of the early adopters learned quickly that App maintenance consumed more resources that anyone had predicted.
Access management is another consideration for the mobile experience. Simply put, publishers want be sure that users are authorized to have access to content. In the academic environment, the task is particularly troublesome because students are transient and very mobile. Rather than setting up onerous, session based manual login processes, content providers, usually enabled by hosting companies, have developed techniques to “pair” devices with authentication systems to ensure that access is available when requested, but not extended past a designated time frame. Management of this capability should be transparent intermediaries, such as librarians, but available for management should the need arise.
In this NISO Webinar, speakers will discuss multiple form factors including responsive web design and responsive design with server side components, that help institutions deliver a great experience to their users.
Agenda
Introduction
Nettie Lagace, Associate Director for Programs, NISO
RESS: Responsive Web Design + Server Side Components
Marty Picco, Vice President of Product Management, Atypon
Providing Information across Multiple Devices to the Public Health Workforce: Challenges and Opportunities
Hathy Simpson, MPH, Public Health Information Specialist, Project Coordinator, Public Health Partners Website Project, National Network of Libraries of Medicine, New England Region (NN/LM NER), University of Massachusetts Medical School
Lisa Sedlar, Librarian, National Information Center for Health Services Research and Health Care Technology (NICHSR), National Library of Medicine
Meeting Your Customer Where They Are with Responsive Design
Bobby Foster, Director of User Experience & Design, Health Learning, Research & Practice, Wolters Kluwer
Levine-Clark, Michael, and Barbara Kawecki, “Best Practices for Demand-Driven...Michael Levine-Clark
Levine-Clark, Michael, and Barbara Kawecki, “Best Practices for Demand-Driven Acquisition of Monographs: Recommendations of the NISO DDA Working Group,” Electronic Resources & Libraries, Austin, March 17, 2014.
This presentation was provided by Renee Register of OCLC, during the NISO at NASIG Pre-conference "Metadata in a Digital Age: New Models of Creation, Discovery, and Use," held on June 4, 2008.
This webinar will provide an overview of the current work undertaken to re-write the techniques for electronic resource management with the incorporation of open access workflow management. This overview will provide insight into the key areas under exploration and outline the feedback compiled from the two interactive sessions held at the UKSG Annual Conference. We will also talk about the next steps we undertake to share the development of this project.
*Updated and reorganised following feedback in the breakouts*
While many librarians have developed mechanisms and
structures for managing local scholarship separate from
their standard resource management practices, the
intersection of the two content streams is occurring at
many institutions. During the past decade the presenters
have dedicated themselves to capturing best practices
of electronic resource management and mapping out
paths for creating open access workflows. Join them for a
lively discussion and interactive session where they outline
ways to bring these two initiatives together and identify the
teams needed.
Graham Stone
Jisc Collections
Peter McCracken
Cornell University
Jill Emery
Portland State University Library
Reinventing Cataloging: Models for the Future of Library Operations
ALCTS Technical Services Directors of Large Research Libraries Interest Group
ALA Midwinter 2014
Philadelphia, PA, USA
January 24, 2014
Eric Miller em@zepheira.com
ER&L 2019 - Forming a More Perfect Knowledgebase: A Tale of Publisher, Vendor...Matthew Ragucci
This session examines how publishers and vendors collaborate to make a more seamless knowledgebase experience for librarians. Representatives from Wiley and OCLC will discuss KBART file creation, representation, and more. A representative from OhioLINK will explain how the state of the knowledgebase affects workflows at the consortium and library levels.
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
Information and Records Management in SharePoint - An In-depth ReviewSimon Rawson
In this presentation, Simon covers the EDRM functions of SharePoint 2010/13 and regulatory requirements for Records Management. Suzette covers the National Archives of Australia (NAA) Information Checkup 2.0 and how Australian Government agencies can use it as a self-check tool.
The presentation was originally developed as a hands on training course for Synergy Corporate Technologies where it formed one of the modules of the 5-day SharePoint 2010 Administration course.
This version of the presentation has been updated to include the new EDRM functions available in SharePoint 2013.
The presentation goes into considerable depth about the EDRM functions in SharePoint – and therefore this is not a light read!
Ctrl + Alt + Repeat: Strategies for Regaining Authority Control after a Migra...NASIG
Speaker: Jamie Carlstone
This presentation is on how to regain authority control in a large research library catalog: first, dealing with a backlog of problems from years without authority control and second, creating a process for ongoing workflows to realistically maintain authority control when new records are added to the collection.
The Serial Cohort: A Confederacy of CatalogersNASIG
Speaker: Mandy Hurt
In 2018, at a time when our department was shrinking through attrition, the decision was made to further leverage the particular skill sets of a select group of monographic catalogers by training them to also undertake the complex copy cataloging of serials.
This presentation concerns the assumptions underlying how this decision was originally made, the initial plan for how this would be accomplished by CONSER Bridge Training, the eventual formation of the Serials Cohort with a view to creating an iterative process I would design and manage, and the problems, obstacles and time constraints faced and addressed along the way.
Calculating how much your University spends on Open Access and what to do abo...NASIG
Librarians are working hard to understand how much money their university is spending on open access article processing fees (APCs), and how much of what they subscribe to is available as OA. This information is useful when making subscription decisions, considering Read and Publish agreements, rethinking library open access budgets, and designing Institution-wide OA policies.
This session will talk concretely about how to calculate the impact of Open Access on *your* university. It will provide an overview on how to estimate the amount of money spent across a university on Open Access fees: we will discuss underlying concepts behind calculating OA article-processing fee (APC) spend and give an overview of useful data sources, including:
FlourishOA
Microsoft Academic Graph
PLOS API
Unpaywall Journals
We will also talk about Open Access on the subscription side, including how much of what you subscribe to is available as open access and how you can use that in your subscription decisions and negotiations.
The presenters are the cofounders of Our Research, the nonprofit company behind Unpaywall, the primary source of Open Access data worldwide.
Heather Piwowar, Co-founder, Our Research
Jason Priem, Co-founder, Our Research
Measure Twice and Cut Once: How a Budget Cut Impacted Subscription Renewals f...NASIG
Speakers: Ilda Cardenas, Keri Prelitz, Greg Yorba
The process of looking at subscriptions with the goal of proactively downsizing revealed that the library’s existing renewal workflows were outdated and in need of regular analysis to identify underused resources. Additionally, this project uncovered shortcomings of analysis that is reliant on usage data, the unexpected ramifications of large-scale subscription cancellations, as well as the need for improved communication within and between the many library departments affected by subscription cancellations.
Analyzing workflows and improving communication across departments NASIG
Presented by Jharina Pascual and Sarah Wallbank.
The presentation provides people with simple techniques for analyzing their local workflow and information-sharing practices, some ideas for interrogating and improving intra-technical services communication, and ideas for simple changes that can improve communication and build a sense of community/joint purpose within or across departments.
Supporting Students: OER and Textbook Affordability Initiatives at a Mid-Size...NASIG
Presented by Jennifer L. Pate.
With support from the president and provost of the university, Collier Library adopted strategic purchasing initiatives, including database purchases to support specific courses as well as purchasing reserve copies of textbooks for high-enrollment, required classes. In addition, the scholarly communications librarian became a founding member of the OER workgroup on campus. This group’s mission is to direct efforts for increasing faculty awareness and adoption of OER. This presentation discusses the structure of the each of these programs from initial idea to implementation. Included will be discussions of assessment of faculty and student awareness, development of an OER grant program, starting a textbook purchasing program, promotion of efforts, funding, and future goals.
Access to Supplemental Journal Article Materials NASIG
Presented by Electra Enslow, Suzanne Fricke, Susan Shipman
The use of supplemental journal article materials is increasing in all disciplines. These materials may be datasets, source code, tables/figures, multimedia or other materials that previously went unpublished, were attached as appendices, or were included within the body of the work. Current emphasis on critical appraisal and reproducibility demands that researchers have access to the complete shared life cycle in order to fully evaluate research. As more libraries become dependent on secondary aggregators and interlibrary loan, we questioned if access to these materials is equitable and sustainable.
Communications and context: strategies for onboarding new e-resources librari...NASIG
Presented by Bonnie Thornton.
This presentation details onboarding strategies institutions can utilize to help acclimate new e-resources librarians with an emphasis on strategies for effectively establishing and perpetuating communications with stakeholders.
Full Text Coverage Ratios: A Simple Method of Article-Level Collections Analy...NASIG
Presented by Matthew Goddard.
his presentation describes a simple and efficient method of using a discovery layer to evaluate periodicals holdings at the article level, and suggest a variety of applications.
Web accessibility in the institutional repository crafting user centered sub...NASIG
Presented by Jenny Hoops and Margaret McLaughlin.
As web accessibility initiatives increase across institutions, it is important not only to reframe and rethink policies, but also to develop sustainable and tenable methods for enforcing accessibility efforts. For institutional repositories, it is imperative to determine the extent to which both the repository manager and the user are responsible for depositing accessible content. This presentation allows us to share our accessibility framework and help repository and content managers craft sustainable, long-term goals for accessible content in institutional repositories, while also providing openly available resources for short-term benefit.
Linked Data is exploding in the library world, but the biggest problems libraries have are coming up with the time or money involved in converting their records, looking into Linked Data programs, finding community support, and all the various other issues that arise as part of developing new methods. Likewise, one of the biggest hurdles for libraries and linked data is that they do not know what to do to get involved. As we have fewer people available and smaller budgets each year, we would like to explore ways in which libraries can get involved in the process without expending an undue amount of their already dwindling resources. To see how linked data can be applied, we will look at the example of the Smithsonian Libraries (SIL). Over the past 18 months, SIL has been preparing for the transition from MARC to linked open data. This session will talk about various SIL projects and initiatives (such as the FAST headings project and the introduction of Wikidata and WikiBase); how to incorporate linked data elements into MARC records; and how to develop staff and give them proficiency with new tools and workflows.
Heidy Berthoud, Head, Resource Description, Smithsonian Libraries
Walk this way: Online content platform migration experiences and collaboration NASIG
In this session, a librarian and a publisher share their perspectives on content platform migrations, and the Working Group Co-chairs will describe the group’s efforts to-date and expected outcomes. Our publisher-side speaker will describe issues they must consider when their content migrates, such as providing continuous access, persistent linking, communicating with stakeholders, and working with vendors. Our librarian speaker will describe their experience and steps they take during migrations, such as receiving notifications about migrations, identifying affected e-resources, updating local systems to ensure continuous access, and communicating with their front-line staff and patrons.
Read & Publish – What It Takes to Implement a Seamless Model?NASIG
PANELISTS
Adam Chesler
Director of Global Sales
AIP Publishing
Sara Rotjan
Assistant Marketing Director, AIP Publishing
Keith Webster
Dean of Libraries and Director of Emerging and Integrative Media Initiatives
Carnegie Mellon University
Andre Anders
Director, Leibniz Institute of Surface Engineering (IOM)
Editor in Chief of Journal of Applied Physics
Professor of Applied Physics, Leipzig University
“Read & Publish” agreements continue to gain global attention. What’s rarely discussed when these new access and article processing models are introduced is the paperwork, back-end technology and overall management required to implement the new program that works for all involved. This panel, comprised of a librarian, publisher, and researcher, will focus on the complexities of developing, implementing and using the infrastructures of different Read & Publish models and the challenges of developing a seamless experience for everyone.
From article submission to publication to final reporting, the panel will discuss the “hidden” impact that new workflows will have on stakeholders in scholarly communications. Time will be allotted for Q&A and attendee participation is encouraged.
When to hold them when to fold them: reassessing big deals in 2020NASIG
This presentation goes into details for each of the publishers’ big deals that we examined and present reasons as to why we cancelled them, with concrete examples from our experiences (four cancellations and two restructurings).
Getting on the Same Page: Aligning ERM and LIbGuides ContentNASIG
This presentation gives background on the development of the initial processes, the review and revision of the processes,and the issues encountered in developing a workflow for importing data from one system to the other.
A multi-institutional model for advancing open access journals and reclaiming...NASIG
The presenters will provide brief overviews of CIL and PDXScholar, and they will detail the challenges and ultimate successes of this multi-institutional model for advancing open access journals and reclaiming control of the scholarly record.
Knowledge Bases: The Heart of Resource ManagementNASIG
This session will discuss the knowledge base metadata lifecycle, current and upcoming metadata standards, and the effect that knowledge bases have on discovery and e-resource management. The presenters will look at ways knowledge bases can be leveraged to create downstream tools for resource management and discovery. The session will also provide different perspectives on knowledge bases, including from librarians and product managers, as well as a discussion of the NISO's KBART Automation recommended practice and what this could mean for knowledge bases in the future. The session will also include a conversation regarding how leveraging knowledge bases can aid librarians in improving resource discovery within their own libraries and ultimately decrease the amount of time spent on metadata workflows. Through this presentation, we also aim to improve communication between the library community and metadata providers and creators.
Elizabeth Levkoff Derouchie, Metadata Librarian for Serials & Electronic Resources, Samford University Library
Beth Ashmore, Associate Head, Acquisitions & Discovery (Serials), North Carolina State University
Eric Van Gorden, Product Manager, EBSCO
This session will talk about various SIL projects and initiatives (such as the FAST headings project and the introduction of Wikidata and WikiBase); how to incorporate linked data elements into MARC records; and how to develop staff and give them proficiency with new tools and workflows.
Instructions for Submissions thorugh G- Classroom.pptxJheel Barad
This presentation provides a briefing on how to upload submissions and documents in Google Classroom. It was prepared as part of an orientation for new Sainik School in-service teacher trainees. As a training officer, my goal is to ensure that you are comfortable and proficient with this essential tool for managing assignments and fostering student engagement.
Operation “Blue Star” is the only event in the history of Independent India where the state went into war with its own people. Even after about 40 years it is not clear if it was culmination of states anger over people of the region, a political game of power or start of dictatorial chapter in the democratic setup.
The people of Punjab felt alienated from main stream due to denial of their just demands during a long democratic struggle since independence. As it happen all over the word, it led to militant struggle with great loss of lives of military, police and civilian personnel. Killing of Indira Gandhi and massacre of innocent Sikhs in Delhi and other India cities was also associated with this movement.
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
The Roman Empire A Historical Colossus.pdfkaushalkr1407
The Roman Empire, a vast and enduring power, stands as one of history's most remarkable civilizations, leaving an indelible imprint on the world. It emerged from the Roman Republic, transitioning into an imperial powerhouse under the leadership of Augustus Caesar in 27 BCE. This transformation marked the beginning of an era defined by unprecedented territorial expansion, architectural marvels, and profound cultural influence.
The empire's roots lie in the city of Rome, founded, according to legend, by Romulus in 753 BCE. Over centuries, Rome evolved from a small settlement to a formidable republic, characterized by a complex political system with elected officials and checks on power. However, internal strife, class conflicts, and military ambitions paved the way for the end of the Republic. Julius Caesar’s dictatorship and subsequent assassination in 44 BCE created a power vacuum, leading to a civil war. Octavian, later Augustus, emerged victorious, heralding the Roman Empire’s birth.
Under Augustus, the empire experienced the Pax Romana, a 200-year period of relative peace and stability. Augustus reformed the military, established efficient administrative systems, and initiated grand construction projects. The empire's borders expanded, encompassing territories from Britain to Egypt and from Spain to the Euphrates. Roman legions, renowned for their discipline and engineering prowess, secured and maintained these vast territories, building roads, fortifications, and cities that facilitated control and integration.
The Roman Empire’s society was hierarchical, with a rigid class system. At the top were the patricians, wealthy elites who held significant political power. Below them were the plebeians, free citizens with limited political influence, and the vast numbers of slaves who formed the backbone of the economy. The family unit was central, governed by the paterfamilias, the male head who held absolute authority.
Culturally, the Romans were eclectic, absorbing and adapting elements from the civilizations they encountered, particularly the Greeks. Roman art, literature, and philosophy reflected this synthesis, creating a rich cultural tapestry. Latin, the Roman language, became the lingua franca of the Western world, influencing numerous modern languages.
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Prepare a presentation or a paper using research, basic comparative analysis, data organization and application of economic information. You will make an informed assessment of an economic climate outside of the United States to accomplish an entertainment industry objective.
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The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
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Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
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The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
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Facing our e-demons: challenges of e-serial management in a large academic library
1. Facing Our E-Demons:
Challenges of E-Serial
Management in a Large
Academic Library
Marlene van Ballegooie & Juliya Borie
University of Toronto Libraries
NASIG 2014
2. Important Steps in Facing Your
E-Demons
• Take stock. We can’t begin to improve our ERM
practices without first taking stock of what’s
plaguing us.
• Give credit where credit is due. It’s so easy to get
bogged down in the problems. What are we
doing right? Celebrate our victories.
• Look ahead. Look to the future and think of all
the things we can do to make e-resource
management better.
3. UTL Context
• University of Toronto - Canada’s largest university
o 67,128 undergraduate students
o 15,884 graduate students
• Decentralized library system with 44 libraries
o ARL ranked #3
• Let’s look at the numbers:
o 7.6 million bibliographic records (over 11 million items)
o Over 1.5 million e-resources (approx. 227,000 serials)
o 1,379 content packages, 385 providers
• Managed e-resources in a home-grown system until
2011. Became unsustainable.
• Migrated to Serials Solutions product suite
5. Setting the Stage
• Substantial investment in e-journals:
– At UofT in 2012/13:
– e-serials - 73% of the serials budget
– 28 million dollar acquisition budget
– 12 million spent on e-serials
– In many ARL libraries, e-serials account for
two-thirds of overall materials budgets
Does this investment in e-journals have an impact
on institutional research performance?
6. Do e-journals make a difference?
• E-journal expenditure correlates with use.
• Use of e-journals does not simply support
research success but also drives it.
Research Information Network, E-journals: their use, value and impact: final report
(London: RIN, January 2011, p. 29)
7. After the purchase…
“Massive investments in subscriptions to an
increasingly complex array of electronic
content products requires at least some
additional overhead expense to provide
simpler means of access and to ensure
adequate levels of use.”
(Marshall Breeding, Automation Marketplace 2013).
• ERMs are an essential component
in e-resource management
– Improves discoverability for users
– Streamlines maintenance for libraries
– Mechanism for inventory control
8. ERMs and the Data Supply Chain
• Main players in the e-resource
data supply chain
– Publishers
– Knowledge base vendors
– Subscription agents
– Libraries
• More interdependencies than
ever… all based on METADATA
9. • Joint project between UKSG and NISO
• Aim: Develop a recommended practice to
ensure the timely transfer of accurate data to
knowledge bases, ERMs etc.
• Phase 1- Completed in 2010
– Main focus was on metadata for serials
• Phase 2 - Completed 2014
– Build on Phase 1 recommendations
– Focus on e-book, Open Access and consortia metadata
Knowledge Bases and
Related Tools
10. • UKSG initiative
• Aim: to improve journal transfers from one
publisher to another
• 48 publishers, including Elsevier, Springer and
Wiley-Blackwell
• Enhanced Transfer Alerting Service database
• Currently in Version 3.0
TRANSFER
Code of Practice
11. • NISO recommended practice
• Addresses issues in e-journal presentation
practices on provider web-sites
-Titles for different formats
-Former titles
-Citations
-ISSN irregularities
Presentation and
Identification of E-Journals
12. The Study
• Comparison of title lists from
content providers to data in
Serials Solutions KB
• Serials analyzed: 12,121
• Content providers considered: 20
• Limitations – could not check all
holding dates due to variable date
formatting
14. Title Changes and
Ceased Titles
• Previous titles are not mentioned in
many title lists, despite us having access.
• Much research was required to put the
puzzle together of all the title changes.
• Ceased titles not listed in many instances.
15. Title Transfers
• Title transfers are generally dropped from KB,
even though they often still supply access
• 80% of electronic resource librarians have
spent significant time adjusting their serial
management systems due to journal transfers
• Perpetual access status can be unclear,
especially in titles that are part of “Big Deals”
16. ISSN Irregularities
• Some ISSN & URL discrepancies
hampered the matching process
• Some confusion over print and online
ISSNs.
• In some cases, where there was no print
ISSN listed in the publisher title list,
Serials Solutions substituted the Online
ISSN.
17. Titles missing
previously…
• Titles “found” in the process: 1,048
• Backfiles are most vulnerable as title list
rarely capture all relevant title changes.
• Titles transferred to another publisher
• Short runs of previous titles are most
often the ones that are missing
19. Results - Single Titles
• Titles analyzed: 550
• Titles that were “found” in the process: 52
(10%)
• Serials Solutions has comprehensive
coverage, few titles are not in the
knowledgebase
20. How does it affect users?
Erroneous data from publishers
Knowledgebase
User Interface
Dead End!
23. How Did Our ERM Fare?
• Title changes are often properly
represented in ERM
• ISSN corrections
• Rule statements in KB
• Correct metadata in the
knowledgebase affects
all points of discovery
down the line
24. Lessons Learned
• Publisher/library data disconnect
– Latest title vs. successive title entry
• Title lists are static, yet content is fluid
• Title lists supplied by publishers are
marketing tools, not management tools
– Title lists often appear to be an afterthought, even
though it is the only tangible output of the purchase
25. Lessons Learned
• Incomplete metadata
affects perpetual access
–Perpetual access is not
just about access to the
resource.
–It is also about the
perpetual supply of the
metadata related to that
resource.
26. Lessons Learned
• Communication is key
• Electronic resource
management is an
ever-changing
environment
• Don’t underestimate
the importance of
communication in the
ERM process
28. • Consortially-based repository of locally-
loaded e-journals, e-books, social science
data sets and geospatial data sets
• Primary advantage is stability and
preservation
• A “safety-net” for e-journal content that
has fallen through the cracks; though not
immune to the problems with content
provider metadata
29. Improved Catalogue
Access
• Prior to the commercial ERM, brief MARC
records were created for each e-serial holding.
• Minimal data, much duplication, high level of
confusion amongst users.
• With MARC service: CONSER records, multiple
holdings on a single record, holding dates
clearly identified, updated regularly.
• Happier users…and reference librarians!
30.
31. Other ERM Successes
• Open Access
– Increased visibility/awareness of OA titles
– Revealed the instability of OA data feeds
• Exposing previously hidden collections
– Title level access where none was had before
• Knowledgebase can be used as a tool to help
inform purchases
– Prevents duplicative purchasing
– Usage statistics and overlap analysis tools
32. Greater Awareness
of ERM Issues
• In previous ERM, management of e-resources
was disconnected from purchasing
• Commercial system opened up access, allowing
different people with different skill sets to work
with the data
• Recognition of the fluidity of the knowledgebase
environment
• Knowing the issues makes us better prepared for
the future
34. Collaboration
• Electronic Resources Management Group
• Aims to provide a comprehensive strategy
regarding e-resources:
– Focused on all aspects of e-resource lifecycle
(acquisition, licensing, cataloguing, ERM
maintenance, access)
• Working towards greater centralization in
e-resource management and improved
collaboration
35. Communication
• For ERM success, we need to work across
departmental boundaries
• Purchasers need to understand metadata
needs
• Bring metadata into the conversation with
content providers
– Discuss workflow, ERM pain points, end user
frustrations, etc.
– Act as an intermediary between content providers and
knowledgebase vendors when necessary
36. Standardization
• Promote the use of standards and best
practices (KBART, TRANSFER, PIE-J)
– Educate e-resource team members internally
– Emphasize the importance of compliance to
content providers
• Include metadata requirements in your license
agreements
– Insist on KBART compliant title lists
– Require knowledgebase participation
• Collective buy-in is necessary for success
37. Documentation
• Document your entitlements carefully
– Shared drives
– Naming conventions and versioning
• Policies and procedures
• Backup data regularly
– Take snapshots of your holdings data and
compare them
– You may be (unpleasantly) surprised!
39. Cooperative Management
of Knowledgebase Data
• WorldCat® Knowledge Base Cooperative
Management
– Phase One – Members approve/deny data
changes
– Phase Two – Members submit changes
– Phase Three – Members add/delete title and add
new collections
• Global Open Knowledgbase (GoKB)
40. Automated Setting of
E-Resource Holdings
• Let’s take some people out of the process
• OCLC + Pubget
• EBL/Ebrary automated data feeds
• Metadata quality?
• Licensing requirement for publishers to
provide holdings data to KB for ERM and
discovery purposes
41. Increased Data
Integration
• Linked data – unlocking library data from its
record constraints
– BIBFRAME
– RDA
– Ulrich’s Periodicals Directory ???
• New data sources lead to new possibilities
• Allow for data verification and correction
42. It’s Time to Change
the Game
• As libraries, we need to come together as a
community
• Let’s agree on the rules of play
– Consistent expectations, consistent message
• Acknowledge that change is imperative
• Currently, it’s a game of frustration, let’s
change it to game of collaboration!
44. Resources
• Breeding, Marshall. “Automation Marketplace 2013: The Rush to Innovate”. Library
Journal 137(6), p.32.
• Breeding, Marshall. “Knowledge Base and Link Resolver Study: General Findings”.
http://www.kb.se/dokument/knowledgebase_linkresolver_study.pdf
• Research Information Network. “E-journals: their Use, Value and Impact: Final
Report”. http://www.rin.ac.uk/our-work/communicating-and-disseminating-
research/e-journals-their-use-value-and-impact
• NISO. KBART Phase II Recommended Practice Report.
http://www.niso.org/workrooms/kbart
• NISO. Recommended Practices for the Presentation and Identification of E-Journals
(PIE-J). http://www.niso.org/workrooms/piej
• UKSG. Transfer Code of Practice, Version 3.0. http://www.uksg.org/transfer