Techniques for Electronic Resource Management

Jill Emery is the Collection Development Librarian at Portland State University Library and has over 20 years of academic library experience. She has held leadership positions in ALA ALCTS, ER&L, and NASIG. In 2015, she was appointed as the ALA-NISO representative to vote on NISO/ISO standards on behalf of the American Library Association. She also serves on the Project COUNTER Executive Committee. Jill serves as a member of The Charleston Advisor editorial board and is the columnist of “Heard on the Net,” and is on the editorial board for Insights, the UKSG journal. In 2016, she became a co-editor of the open access journal Collaborative Librarianship.Dr. Graham Stone is the senior research manager at Jisc Collections in the UK. He manages research activity for Jisc Collections in order to ensure the highest quality of service provision to libraries in the higher education sector. Previously he worked in the university sector for 22 years, most recently at the University of Huddersfield where he managed the library resources budget, open access services and the University of Huddersfield Press. Graham was awarded his professional doctorate in July 2017 for his research on New University Press publishing.Peter McCracken is Electronic Resources Librarian at Cornell University. Previous work has included roles as a reference librarian at the University of Washington; a co-founder of Serials Solutions, which helps libraries manage electronic resources; and a co-founder of ShipIndex.org, an electronic resource offered to libraries. Together, these experiences in public services, technical services, and multiple sides of electronic resources management, have informed his views of how libraries and vendors can best offer and manage electronic resources.

• List of IllustrationsAcknowledgments1. What’s New with TERMSInfluence of TERMsIntentionStructural UpdatesAudienceDesignNotes2. Investigating New Content for Purchase and AdditionIntroduction1. Request2. Developing Selection Criteria3. Completing the Review Form4. Analyzing and Reviewing5. Establishing a Trial and Contacting Vendors6. Making a DecisionNotes3. Purchasing and LicensingIntroduction1. Establishing Negotiation Criteria2. Common Points of Negotiation in License Agreements3. License Review and Signature4. Negotiating and Renegotiating Contracts5. Working with Other Departments and Areas on Resource Contracts6. Recording Administrative MetadataNotes4. ImplementationIntroduction1. Access2. Descriptive Metadata Management3. Administrative Portals and Metadata4. Subject Portals, Reading Lists Management Systems, Courseware, and Local Digital Collections Discovery5. Testing Access6. Branding and MarketingNotes5. TroubleshootingIntroduction1. A Systematic Approach to Troubleshooting2. Common Problems3.Metadata4.Tools for Troubleshooting5. Communication in Troubleshooting6. Negative Impact of End Users Giving UpNotes6. AssessmentIntroduction1. Performance of the Resource against the Selection Criteria and Troubleshooting Feedback2. Usage Statistics3. Cost per Download4. Non-Traditional Bibliometrics5. Consultation6. Cancellation ReviewNotes7. Preservation and SustainabilityIntroduction1. Choosing What to Preserve and Sustain2. Developing Preservation and Sustainability Plans3. Metadata Needed for Preservation4. Local Preservation Options (Servers, Media Drives, LOCKSS/CLOCKSS, MetaArchive)5. Cloud-Based Options (Archive-It, Portico, Media Portals, DPLA Hubs, Shared Preservation Structure)6. Exit StrategyNotes8. ConclusionThe Next Major Collection Topic: Data and Other Scholarly OutputsThe Next Major Procurement and Licensing Topic: Significant OA GrowthThe Next Major Implementation Topics: Knowledge Bases and Persistent IdentifiersThe Next Major Assessment Topics: COUNTER Release 5 and Book Data EnhancementsThe Next Major Troubleshooting Topic: Web Browser Plug-insThe Next Major Preservation Topic: Preservation of Non-Traditional Scholarly OutputsOpen Access as a Real Alternative?NotesGlossaryAbout the AuthorsIndex