Engineering Synthesis: Large-Scale Electronic Resources Management

Engineering Synthesis:

Large-Scale Electronic Resources Management

Presented by Colleen Major & Susan Marcin

Electronic Resources LibrariansColumbia University Libraries

November 4, 2011

Agenda

● E-Resources at Columbia University ● Managing E-Resources Through the Years ● Current Methods & Tools to Streamline Processes ● Positive Front-End User Experience ● 2CUL: Collaborative E-Resources Management● Take-Away Points

A Snapshot: E-Resources at Columbia University

Through the years...

Systems, staffing, & budgeting

Photo by Alan C. Teeple, released under the GNU Free Documentation License

Image (musical notes): Some rights reserved by Vectorportal

FY 2007 Staffing

Image: Some rights reserved by Barnabus, Slayer of 3vil

FY 2007 Systems

● Ex Libris for: openURL, ERM, ILS● Serials Solutions: 360 MARC records● Locally developed Databases page, E-Journal Portal

FY 2007 Budget

FY 2008 Staffing

Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M

FY 2008 Systems

● Ex Libris for: openURL, ILS, federated search● Serials Solutions: 360 MARC records, ERM● ScholarlyStats● Locally developed Databases page, E-resources order form,

E-Journal Portal

FY 2008 Budget

FY 2009 Staffing

Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M

FY 2009 Systems

● Serials Solutions 360 for: openURL, ERM, MARC● Ex Libris for: ILS, federated searching● ScholarlyStats ● Locally developed Databases page, E-resources order form,

E-Journal Portal

FY 2009 Budget

FY 2010 Staffing

● 3-ish staff● 2 full-time + 2

"borrowed" part-time from another library department

Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M

FY 2010 Systems

● Serials Solutions 360 for: openURL, ERM, MARC, Statistics, Summon Web-Scale Discovery, E-Journal Portal

● Ex Libris for: ILS, federated searching● ScholarlyStats● Locally developed Databases page, E-resources order form

FY 2010 Budget

FY 2011 Staffing

We have 2 librarians and 4 staff, but we could still use a few more people in the department.

FY 2011 Systems

● Serials Solutions 360 for: openURL, ERM, MARC, Statistics, Summon Web-Scale Discovery, E-Journal Portal

● Ex Libris for: ILS, federated searching● Locally developed Databases page, E-resources order form

FY 2011 Budget

* Estimated -- Actual ARL stats not available at time of presentation

Current Methods & Tools to Streamline Internal Processes

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Ordering

Ordering

Cancellation Form

Cancellation Spreadsheet

Renewal Calendar

Problem Reporting

What we see when e-resource problem report is submitted

Problem reporting wiki

Licensing

Positive front-end user experience

Image: Some rights reserved by giopuo

Post-it® says "campanello" (doorbell). This design offered such a positive user experience, it demanded a label.

E-Resources Interface Working Group

Database Interface Advisory Group

Spectrum Project

E-Resource Assessment Working Group

Additional user-experience initiatives

Collaborative Electronic Resources

Managementhttp://2cul.org/

2CUL Systems

Cornell U Libraries● III: ERM, DBs, openURL● 360: MARC, Summon● Ex Libris: ILS● Local CUL systems

Columbia U Libraries● 360: ERM, MARC, Summon,

COUNTER, E-Journals, openURL

● Ex Libris: ILS, Metalib● Local CUL systems: DBs

Joint 2CUL Activities

Take-away points

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Tools to Streamline E-

Resource Management

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The Knowledge Base

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Streamlining Licensing & Ordering/Renewals

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Streamlining Troubleshooting

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Streamlining through Collaboration

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Colleen Major, cmm2169@columbia.eduSusan Marcin, sem2166@columbia.edu

Image: http://www.openclipart.org/detail/159643/thank-you-pinned-by-juliobaha