Managing & Providing Access to eResources Catherine Davidson Associate University Librarian,...

30
Managing & Managing & Providing Access Providing Access to eResources to eResources Catherine Davidson Catherine Davidson Associate University Librarian, Associate University Librarian, Collections Collections York University York University CAPITALizing on Change, May 8, 2007 CAPITALizing on Change, May 8, 2007

Transcript of Managing & Providing Access to eResources Catherine Davidson Associate University Librarian,...

Managing & Managing & Providing Access to Providing Access to eResourceseResources

Catherine DavidsonCatherine DavidsonAssociate University Librarian, Associate University Librarian, CollectionsCollectionsYork UniversityYork University

CAPITALizing on Change, May 8, 2007CAPITALizing on Change, May 8, 2007

2

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Managing and Providing Access toManaging and Providing Access to Electronic Resources Electronic Resources

As the shift from print to electronicresources continues to accelerate, themanagement and control of theseintangible resources presents someinteresting challenges. This session willexplore best practices in acquiring,managing and providing access toelectronic resources.

Join us as we ride change into the electronic sunset….

3

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

4

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Managing Electronic Resources Managing Electronic Resources

KEEP currentIDENTIFY potential contentCOORDINATE trialsDECIDE to purchase (or not)ADMINISTER product through ERMPROVIDE accessPROMOTE contentTROUBLESHOOT problemsASSESS usage

5

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

MissionClienteleScaleBudget

Environmental context Environmental context

COMMON DENOMINATOR:Provide content, expend budget to

effectively meet user needs

6

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

KEEP currentKEEP current

Cultivate vendor relationsMonitor listservs & professional

literature

COMMON DENOMINATOR:Maintain effective lines of

communication both internally and externally

`

7

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

IDENTIFY potential content via…IDENTIFY potential content via…

Vendor contactSubject SpecialistFaculty – directly or indirectly

COMMON DENOMINATOR:Maintain records throughout the year

8

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

COORDINATE trialsCOORDINATE trials

Request trial (IP or password)Request pricingMount trial details on internal staff

websiteCommunicate details internally e.g. via

blog

9

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Sample screen: EREPORT blogSample screen: EREPORT blog

Database trials

(restricted access)

10

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

COORDINATE trialsCOORDINATE trials

Request trial (IP or password) Request pricing Communicate details internally (e.g.

blog)Review terms of license

11

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Review terms of licenseReview terms of license

Who can use?From where?Cancellation policy?Interlibrary loan?Perpetual rights (OCUL)Restricted access example: Lexis-Nexis

12

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Sample screen: Lexis-Nexis in A-Z Sample screen: Lexis-Nexis in A-Z listlist

Acceptable Use

13

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Sample screen: Acceptable Use Sample screen: Acceptable Use guidelines guidelines

http://www.library.yorku.ca/ccm/Home/eResources/acceptable-use-guidelines

14

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Sample screen: User Sample screen: User authentication authentication

15

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Sample screen: Lexis-Nexis Sample screen: Lexis-Nexis restricted access noticerestricted access notice

16

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

COORDINATE trialsCOORDINATE trials

Request trial (IP or password) Request pricing Communicate details internally Review terms of licenseIdentify any potential technical hurdles:

examine ebook example

17

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Ebook platformsEbook platforms

NetlibrarySafariOxford Scholarship OnlineAPA PscyBooksACLS History ebooksCognetMarciveEBLebrary

Early English Books Online Literature Online (LION)Eighteenth Century Collections OnlineMaking of Modern LawMaking of the Modern World

18

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

COORDINATE trialsCOORDINATE trials

Request trial (IP or password) Request pricing Communicate details internally Review terms of license Identify any potential technical

hurdlesSeek feedback from community

COMMON DENOMINATOR:Will trial be open or closed?How to effectively obtain feedback?

19

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

DECIDE to purchase (or not)DECIDE to purchase (or not)

Cost considerationsbig ticket?one-time cost?

Political considerationsTiming – year-end?Review license (if you haven’t already)Opportunity for collaboration?

COMMON DENOMINATOR:Is there a role for collaborating with

another library?

20

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

OPPORTUNITIES for OPPORTUNITIES for COLLABORATIONCOLLABORATION

Possible?What level? local, provincial, national?

COMMON DENOMINATOR:Is there a critical mass?Vendor negotiations

21

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Examples of a local collaboration: Examples of a local collaboration:

York University Libraries & Law York University Libraries & Law LibraryLibrary

22

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

DECIDE to purchase -- YESDECIDE to purchase -- YES

Signal intent to vendorPaperwork: Invoice & License (or license

amendments)

23

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

ADMINISTER the product through ADMINISTER the product through ERMERM

Remaining details entered into eres e.g. name, alternate names, vendor,

cost, URL, date of startup, renewal, format (index, ejournal, ebook), subscription type, link titles

Acceptable use guidelinesCOMMON DENOMINATOR?Functionality of ERM

24

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Sample screen: Hein Online entry Sample screen: Hein Online entry in ERM in ERM

25

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

PROVIDE AccessPROVIDE Access

From ERM to:A to Z listcataloguenew resources listcourse website (educate re: persistent URL construction)

26

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

PROMOTE contentPROMOTE content

Web 2.0 issues: push out to where the user is

Systematic communications programme (print, email)

27

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

TROUBLESHOOTTROUBLESHOOT

Access issues – on campus, remotely

Improper use of contentnotification by publisher/provider of infractions (e.g. excessive downloads)established procedures for following up

28

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

ASSESS usageASSESS usage

Use statistics – collection and analysis

Quantitative and qualitative: How is content really being used?

29

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Next steps…Next steps…

Better assessment – critical review of usage and other measures

Better means of getting feedbackExplore tools for collection analysis (e.g.

Goldrush) to determine areas of overlap and potential cancellation candidates

New license language required for new formats

30

Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson

Thank you!Thank you!

Catherine Davidson

[email protected]

http://outdoors.webshots.com/photo/2401343980051354762uIEwlE?vhost=outdoors