Presented by Colleen Major & Susan Marcin (Columbia University Libraries) at the XXXI 2011 Charleston Conference, Charleston, SC

1. Engineering Synthesis:
Large-Scale Electronic Resources
Management
Presented by
Colleen Major & Susan Marcin
Electronic Resources Librarians
Columbia University Libraries
November 4, 2011

2. 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

3. A Snapshot: E-Resources at
Columbia University

4. Through the years...
Systems, staffing, & budgeting
Photo by Alan C.
Image (musical notes): Teeple, released
Some rights reserved by under the GNU Free
Vectorportal Documentation
License

5. FY 2007 Staffing
Image: Some rights reserved by Barnabus, Slayer of 3vil

6. FY 2007 Systems
● Ex Libris for: openURL, ERM, ILS
● Serials Solutions: 360 MARC records
● Locally developed Databases page, E-Journal Portal

7. FY 2007 Budget

8. FY 2008
Staffing
Image: Some rights reserved by Cushing Memorial
Library and Archives, Texas A&M

9. 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

10. FY 2008 Budget

11. FY 2009 Staffing
Image: Some
rights reserved by
Cushing Memorial
Library and
Archives, Texas
A&M

12. 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

13. FY 2009 Budget

14. 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

15. 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

16. FY 2010 Budget

17. FY 2011 Staffing
We have 2
librarians and 4
staff, but we could
still use a few more
people in the
department.

18. 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

19. FY 2011 Budget
* Estimated -- Actual ARL stats not available at time of
presentation

20. Current Methods & Tools to
Streamline Internal Processes
Image: Some rights reserved by rachel_thecat

21. Ordering

22. Ordering

23. Cancellation Form

24. Cancellation Spreadsheet

25. Renewal Calendar

26. Problem
Reporting

27. What we
see when
e-resource
problem
report is
submitted

28. Problem reporting wiki

29. Licensing

30. Positive front-end
user experience
Post-it® says
"campanello"
(doorbell).
This design
offered such a
positive user
experience, it
demanded a
label.
Image: Some rights reserved by giopuo

31. E-Resources Interface Working Group

32. Database Interface Advisory Group

33. Spectrum Project

34. E-Resource
Assessment
Working
Group

35. Additional user-experience initiatives

36. Collaborative Electronic
Resources
Management
http://2cul.org/

37. 2CUL Systems
Cornell U Libraries Columbia U Libraries
● III: ERM, DBs, openURL ● 360: ERM, MARC, Summon,
● 360: MARC, Summon COUNTER, E-Journals,
● Ex Libris: ILS openURL
● Local CUL systems ● Ex Libris: ILS, Metalib
● Local CUL systems: DBs

38. Joint 2CUL Activities

39. Take-away points
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40. Tools to
Streamline E-
Resource
Management
Image: Some rights reserved by Robert S.
Donovan

41. The Knowledge Base
Image: Some rights reserved by watchsmart

42. Streamlining Licensing & Ordering/Renewals
Image: Some rights reserved by Siomuzzz

43. Streamlining Troubleshooting
Image: Some rights reserved by basheertome

44. Streamlining through Collaboration
Image: Some rights reserved by JanneM

45. Colleen Major, cmm2169@columbia.edu
Susan Marcin, sem2166@columbia.edu
Image: http://www.openclipart.org/detail/159643/thank-you-pinned-by-juliobaha