Pretty Big Trends, “Pretty Good” Practice, and New Tools Tim Jewell UW Libraries Collection Management Services [email protected] UCLA Libraries Tech Talk Feb. 7, 2002
Dec 19, 2015
Pretty Big Trends,“Pretty Good” Practice,
and New Tools
Tim JewellUW Libraries Collection Management Services
UCLA Libraries Tech TalkFeb. 7, 2002
Related 2001 DLF Reports(available on DLF Web Site)
Goal: “ARL SPEC Kit Plus”: identify and propagate best practices
Strategies for Building Digitized Collections (Abby Smith)
Building Sustainable Collections of Free Third-Party Web Resources (Lou Pitschmann)
Selection and Presentation of Commercially Available Electronic Resources (Tim Jewell)
Talk Overview
I. Broad Context
II. Idealized Practice Model Digression 1
III. Collaborating on Standards Digression 2
IV. Next Steps
I. Broad E-resource Context Demand for “24x7” access high “Google-ization” E-resource budget shares continue to grow
(mostly digital environment in 5 years?) Most larger libraries rely on multiple providers and
consortia E-resources are complex to fund and acquire Complexity makes management hard Current integrated online systems mainly built for
print collections?
A. Selection Policies and Strategic Plans
Well-developed selection guidelines and policies
Articulated goals and strategic
approach to selecting or developing e-resources
B. Institutional Finance and Organization
Broad-based oversight and coordination committee structures
E-resource coordinators
Distributed “resource stewardship”
C. Internal Procedures for Initial Evaluation and Purchase
Systematic, understandable workflows; forms to expedite handling
Easy to determine order status Information about library readily available to
vendors. Clear system for conducting trials
D. Licensing Issues and Practices
Process for smooth handling of licenses
Staff and users informed of licensing terms
E. Web Presentation Strategies
Aggregator database periodical holdings available, integrated into catalog and resource lists
A & I database citations linked to e-journal and aggregator holdings
User-oriented presentation of resources and
“personalization” services
Digression 1: Web presentation examplesUW Libraries GatewayYale Libraries Online Journal ListUW Healthlinks Penn GatewayUW Engineering page prototypeUWILLSFX
F. User Support
General support information readily available to users
Comprehensible problem escalation/ triage paths for staff
Integration of instructional information
(New) Digital/interactive reference
G. Ongoing Evaluation and Usage Information
Planned/cyclic reviews prior to renewal
Systematic reporting of usage to staff
(New) Usability testing
H. Preservation and Archiving
Efforts to establish preservation techniques and standards
Realistic assessment of E-resource preservation/archiving risks
I. Toward Integrated Systems for Managing Electronic Resources
Develop plans for e-resource support system
(New) Participate in developing standards for new e-resource support systems
E-resource Management Systems and Initiatives 1: Available Now
Penn State (ERLIC) MIT (VERA) Michigan Notre Dame Texas (License Tracker) Virginia Yale
E-resource Management Systems and Initiatives 2: Under Development
California Digital Library Cornell (?) Johns Hopkins (HERMES) Stanford UCLA
“Communication History”ALCTS Big Heads (Midwinter and
Annual 2001) “Web Hub”ListserveDLF Spring Forum, 2001Metadata Group Meeting, Midwinter
2002
Digression 2: E-resource Management Demos
Yale (again)MIT (VERA)Penn State (ERLIC)Texas (License Tracker)Johns Hopkins (HERMES)
“Compare and Contrast”Spreadsheet Analysis Similarities
Platforms Functions Elements
Differences Platforms Functions Elements
Advantages of Standards
Jump start local development (prevent “reinventing the wheel”)
Data sharing “OCLC cataloging model” Serials vendors Publishers
Future portabilityFocus vendor attention
Possible Drawbacks of Standards
Too early? (needs may change) Inhibit innovation? IOLS vendors might sacrifice
competitive advantagesMay accelerate negative licensing
practices Fair Use-hostile license models UCITA
Interested Parties and Potential Partners
Developers of local systems Digital Library Federation ALA/ALCTS groups (“Big Heads”; Networked
Resources Metadata Committee, etc.) IOLS vendors (III, ExLibris, etc.) “Open Source” community NASIG, Serials vendors and publishers Standards groups (NISO, TeSLA)
General StrategyGoal: develop, register XML schemaSteps
Develop “functional specs.” statement over next month
Divide data elements into two “phases” Identify and define phase 1 data elements
over next 2-3 months Publish, discuss, refine Move on to phase 2 data elements
Phase 1 Elements(relatively) easy stuff
Set up 3 groups of volunteers to identify and define data elements and descriptions for:
Identification/description “parent and child” structure and relationships
Licensing details “what can you do” with this stuff?
Access and Support “who you gonna call?”
Phase 2 Elementstougher/more institution- specific stuff
Process Status “who’s got the ball?”
Financial Management “who pays what?”
Usage Information “what do we know about use?”
Pragmatic Problems and Issues IOLS vendors may provide usable “modules”
in time, but libraries feel urgent need to develop short-term fixes
Previous/ongoing investments in systems Probably don’t want to make major changes
to longstanding record-keeping practices Multiple data streams need to be brought
together
Relevant Dublin Core Elements?
Subject Description Publisher Date(s) Type
Format Relation Coverage Rights