The ABCs of ERM : demystifying electronic resource management for public and academic librarians

Title:

Author:

Zellers, Jessica author

ISBN:

9781440855801

Publication:

Santa Barbara, California : Libraries Unlimited, An Imprint of ABC-CLIO, LLC, [2018]

Physical Description:

xi, 244 pages ; 24cm

Contents:

So what are electronic resources anyway? -- Vendors are your friend -- Licenses: the fine print -- Buy all the things! -- Creating access in all the right places -- Marketing, part I: planning -- Marketing, part II: promotional -- Assessment, part I: subscription resources -- Assessment, part II: one-time purchases and leases -- I think the internet broke -- Users are people, too -- No librarian is an island.

Abstract:

"The ever-shifting landscape of electronic resources challenges even the most tech-savvy information professionals. Now, however, you can surmount those challenges, with the solid backing offered in this practical book" -- Provided by publisher.

Subject Term:

Libraries -- Special collections -- Electronic information resources.

Electronic information resources -- Management.

Acquisition of electronic information resources.

Local Subject:

LIBRARY AND INFORMATION SCIENCE COLLECTION

Added Author:

Adams, Tina M.

Hill, Katherine, 1985-

Other Format:

Online version: Zellers, Jessica, author. ABCs of ERM Santa Barbara, California : Libraries Unlimited, An Imprint of ABC-CLIO, LLC, [2018] 9781440855818 (DLC) 2017061814

Available:

Library	Call Number	Material Type	Status
Searching... State Library of Oregon	025.174 Zelle	4-Week Loan	Searching... Unknown

Bound With These Titles

On Order

Summary

The ever-shifting landscape of electronic resources challenges even the most tech-savvy information professionals. Now, however, you can surmount those challenges, with the solid backing offered in this practical book. Despite their being visible, valuable, and expensive components of public and academic library collections, electronic resources remain somewhat mysterious to many librarians. How do you deal with vendors, how do you decide which e-resources to buy, how do you optimize access for remote users, and perhaps most importantly, how do you motivate your public to use them?Created by three front-line practitioners, this guide answers all of those questions and more, offering practical advice to information professionals involved in any aspect of electronic resource management--from selecting, acquiring, and activating to managing, promoting, and deselecting. It features clear instructions along with definitions, checklists, FAQs, and sidebars comprising sensible tips and anecdotal asides for the involved librarian. Written in a lively style and brimming with helpful information, this is the guide you'll wish you had in library school, and a resource you will refer to again and again.

Author Notes

Jessica Zellers is Collection Development Librarian at Western Carolina University. Tina M. Adams is Electronic Resources Librarian at Western Carolina University. Katherine Hill is Electronic Resources and Distance Education Librarian at University of North Carolina at Greensboro.

Summary:

Chapter 1 So What Are Electronic Resources Anyway?	p. 1
Definitions	p. 2
Who's Who: The Major Players	p. 4
The Electronic Resources Life Cycle	p. 4
NASIG Core Competencies	p. 5
Who Should Read This Book?	p. 7
Additional Readings	p. 8
References	p. 8
Chapter 2 Vendors Are Your Friend	p. 9
Types of Vendors	p. 10
Publishers	p. 10
Aggregators	p. 11
Subscription Agents (aka Book Jobbers)	p. 11
Consortia and Buying Clubs	p. 12
Platform Providers	p. 12
The Ideal Vendor Relationship	p. 12
Building Strong Working Relationships with Vendors	p. 13
Jumpstarting Relationships at a New Library	p. 16
Negotiating with Vendors	p. 17
Adopting the Negotiation Mind-Set	p. 18
Theories of Negotiation	p. 19
Tips and Techniques	p. 21
Conclusion	p. 24
Additional Readings	p. 24
References	p. 25
Chapter 3 Licenses: The Fine Print	p. 26
A Note on Public Libraries	p. 27
Preparing to Negotiate	p. 28
Definitions and Examples	p. 29
Curing a Breach	p. 29
Indemnification	p. 30
Warrantees	p. 30
Jurisdiction	p. 31
Authorized Users	p. 31
Limitation of Liability	p. 32
Primacy of the Signed License	p. 32
Policing Users	p. 33
Authorized and Unauthorized Uses	p. 33
Interlibrary Loan (ILL)	p. 33
Scholarly Sharing	p. 34
Printing, Copying, and Downloading	p. 34
Electronic Reserves and Course Packs	p. 34
Fair Use Clause	p. 34
Business Terms	p. 35
List of Items Covered by License	p. 35
Guarantee of Usage Statistics	p. 35
Guarantee of MARC Record Delivery	p. 35
Renewal Terms	p. 35
Authentication Methods	p. 36
Inflation Cap	p. 36
Early Cancellation	p. 36
Perpetual Access	p. 36
Archival Access	p. 37
E-Book Licenses	p. 37
Streaming Media Licenses	p. 39
Current Trends in Licensing	p. 42
Shared Electronic Resource Understanding (SERU)	p. 42
ONIX-PL	p. 42
Data and Text Mining	p. 43
You Are Not Alone	p. 43
Housekeeping	p. 44
Conclusion	p. 46
Additional Readings	p. 46
References	p. 47
Chapter 4 Buy All the Things!	p. 48
Traditional Purchasing Options	p. 49
Subscript ion Resources	p. 49
Perpetual Access	p. 49
Aggregator Databases	p. 50
Access-Only	p. 50
Journal Packages	p. 51
One-Time Funds	p. 51
Emerging Purchasing Options	p. 52
Demand-Driven Acquisitions (DDA) and Patron-Driven Acquisitions (PDA)	p. 53
Evidence-Based Acquisitions (EBA)	p. 54
Interlibrary Loan Purchase-on-Demand (ILL PoD)	p. 55
Pay-Per-View (PPV)	p. 55
Pricing Models	p. 56
Workflows for Acquisitions	p. 57
Open Access	p. 59
Conclusion	p. 62
Additional Readings	p. 62
References	p. 62
Chapter 5 Creating Access in All the Right Places	p. 63
Definitions	p. 64
IP Authentication	p. 66
Proxy Servers	p. 67
Authentication Methods	p. 67
Choosing a Proxy Server	p. 69
EZproxy	p. 70
Access to Databases	p. 71
Access to journals	p. 73
Journals in Public Libraries	p. 73
Knowledge Bases	p. 74
OpenURLs	p. 75
Journals and EZproxy	p. 76
Access to Streaming Media	p. 77
Access to E-books and Audiobooks	p. 78
Access to Discovery Services	p. 79
Publicity	p. 80
Conclusion	p. 81
Additional Readings	p. 82
References	p. 82
Chapter 6 Marketing, Part I: Planning	p. 83
The Rules of Marketing	p. 84
The Marketing Plan	p. 85
Step 1 Research What Has Already Been Done	p. 86
Step 2 Perform an Environmental Scan	p. 86
Step 3 Develop a Marketing Group	p. 88
Step 4 Conduct Market Research	p. 89
Step 5 Write a SWOT	p. 89
Step 6 Develop Goals	p. 91
Step 7 Create an Action Plan	p. 91
Step 8 Develop an Assessment Plan	p. 92
Step 9 Evaluate	p. 93
Step 10 Revise	p. 94
Conducting Market Research	p. 94
Surveys	p. 95
Hocus Groups	p. 97
Conclusion	p. 99
Additional Readings	p. 99
References	p. 100
Chapter 7 Marketing, Part II: Promotional Strategies	p. 101
Word-of-Mouth Marketing	p. 102
Web Marketing	p. 104
The Value of Web Marketing	p. 104
Tips for Web Marketing	p. 105
Print Marketing	p. 106
Varieties of Print Marketing	p. 106
Tips for Print Marketing	p. 107
Outreach Marketing	p. 108
Examples of Outreach Marketing	p. 108
Tips for Outreach Marketing	p. 109
Branding	p. 110
Developing Your Brand	p. 110
Tips for Branding	p. 111
Social Media	p. 111
Tips for Social Media	p. 112
Facebook	p. 113
Twitter	p. 115
Blogging	p. 116
Conclusion	p. 117
Additional Readings	p. 117
References	p. 118
Chapter 8 Assessment, Part 1: Subscription Resources	p. 120
Data-Driven Decisions	p. 122
Qualitative Assessments of Electronic Resources	p. 122
Qualitative Assessments beyond the Products Themselves	p. 125
Measuring Usage	p. 127
COUNTER and SUSHI	p. 128
Tools and Resources	p. 129
Determining Value	p. 130
Databases	p. 132
Journals and Big Deals	p. 133
Media Platforms	p. 133
Budgeting and Financial Sustainability	p. 134
Talk to Your Reps	p. 135
Distributing the Misery	p. 135
Cancellation Band-Aids	p. 136
Public Relations	p. 137
Conclusion	p. 137
Additional Readings	p. 138
References	p. 138
Chapter 9 Assessment, Part II: One-Time Purchases and Leases	p. 140
Collection Development of Electronic Resources	p. 141
Format Selection	p. 143
Cost	p. 144
Hands-Off Collection Development	p. 145
Access vs. Ownership	p. 145
Self-Pub	p. 146
The Case for Weeding Electronic Resources	p. 147
Identifying What to Weed	p. 148
The Self-Weeding Collection	p. 150
How to Weed Electronic Resources	p. 151
Conclusion	p. 151
Additional Readings	p. 151
References	p. 152
Chapter 10 I Think the Internet Broke	p. 154
Reporting and Tracking Problems	p. 155
What Went Wrong and How to Fix It	p. 156
Step 1 Replicate the Problem	p. 157
Step 2 Determine the Route of Access	p. 158
Step 3 Seek Out Reports of the Problem	p. 159
Step 4 Report the Problem	p. 160
Troubleshooting Scenarios	p. 160
Scenario 1 ProQuest Database Outage	p. 160
Scenario 2 Downloadable Audiobook Access Error	p. 161
Scenario 3 Journal Access Error	p. 162
Scenario 4 Database Access Error	p. 165
Scenario 5 Abundant Discovery Service Access Errors	p. 165
The End of the Troubleshooting Rainbow	p. 167
Conclusion	p. 168
Additional Readings	p. 168
References	p. 168
Chapter 11 Users Are People, Too	p. 169
Overview	p. 170
Getting Started	p. 172
Setting Goals	p. 173
User Research	p. 175
Persona Creation	p. 176
Recruiting Users	p. 177
Screening Users	p. 178
Participatory Design	p. 179
Card Sorting	p. 179
Prototyping	p. 181
Usability Testing	p. 182
Types of Usability Tests	p. 182
Creating a Test Plan	p. 185
The Nuts and Bolts of Moderation	p. 189
Executing the Test	p. 191
Summarizing the Data	p. 192
Analyzing the Data	p. 193
Heuristic Testing	p. 194
Presenting Your Findings	p. 195
Conclusion	p. 196
Additional Readings	p. 197
References	p. 197
Chapter 12 No Librarian Is an Island	p. 199
Consortia	p. 200
Advantages	p. 201
Disadvantages	p. 201
How to Make Consortia Work	p. 202
Consortia in Action	p. 204
Professional Development	p. 204
Listservs	p. 205
Organizations	p. 206
Conferences	p. 207
Webinars	p. 209
Journals	p. 210
Mentors	p. 210
Conclusion	p. 211
Additional Readings	p. 212
References	p. 212
Appendix	p. 215
Glossary	p. 225
Index	p. 237

Available:

Bound With These Titles

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Summary

Summary

Author Notes

Summary:

Table of Contents