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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
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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….
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Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson
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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
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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
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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
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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
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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
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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)
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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
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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
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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
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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
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Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson
Sample screen: User Sample screen: User authentication authentication
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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
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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
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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
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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?
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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?
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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
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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
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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)
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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
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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
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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)
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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)
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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
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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?
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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
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Managing & Providing Access to eResourcesCAPITALIZING on Change, CALL/ACBD Ottawa, May 8, 2007 Catherine Davidson
Thank you!Thank you!
Catherine Davidson
http://outdoors.webshots.com/photo/2401343980051354762uIEwlE?vhost=outdoors