2. Session #1
Responsibilities
Organizing the work
Governance Models and Collaboration
Identifying Needs
Locating Products
Making Selections
Product Set-Up
Electronic Resources Webpages
Promotion and Marketing
Training
Maintenance and Troubleshooting
Electronic Resources Management Tools
3. Session #2
Usage Statistics and Evaluation
Vendor Negotiations
Contracts
Renewals
E-Journal Discovery Services
Federated Searching
Electronic Resources Collection Development
Policy
Keeping up-to-date and keeping active
4. Introduction
Who Am I? Who I Am Not?
Web Designer
Web Developer
Publisher
Contract Attorney
Statistician
Copyright Expert
Economist
Accountant
Technical Writer
Copywriter
5. What do we mean by Electronic
Resources?
Databases
Aggregators
Gale, Ebsco, Proquest…
Original Content
World Book Online, Student Resources in Context, Teen
Health and Wellness
eBook Platforms
Overdrive, Gale Virtual Reference Library, eBooks
on Ebscohost
Online Learning Tools
Learning Express Library, Mango Languages,
Bookflix, tutor.com, Brainfuse
7. E-Responsibilities
Training
External (To Staff)
Internal (To Public)
Tech Support
Internal (To Staff)
External (To Public)
Usage Statistics Collection and Analysis
Creating Digital Policies, Procedures, Strategic
Plans
Maintenance
Renewals
8. Who is primarily responsible?
Tech Services/Collection Development
Reference Services
IT
Age Level Coordinators: Children’s, Teen, and
Adult
Stand Alone Department
A wholly unique configuration that no one has
ever thought of before and for which you will win
numerous accolades from the library world.
12. Partners for Collaboration
Collection Development/Tech Services/Cataloging
Reference Services/Information Services
Branch Staff or Public Services Staff
Age Level Coordinators: Children, Teens, Adults,
Seniors
IT
Marketing
Outreach Services
Literacy Services
Chat/Telephone Reference Staff
13. Partners for Collaborations
Specialty Departments: Historical Collections,
Business Services, Ethnic Collections, Local
Archives
Development
Finance
Procurement/Contract Services
Administration
14. Partners for Collaboration
Not all partners are created equal
Prioritize the partners you think will be most
effective in helping you to manage electronic
resources
Some partnerships will only be necessary in
specific or specials circumstances
Let partners know of your expectations
Make everyone involved aware of the final
decision making process and who is involved
15. Collaboration Partners Match Up
Promoting a new database:
Marketing, Branch Services, Public Service Staff
Setting up a new online learning tool:
IT, Web Services
Public Training:
Reference, Adult, or Information Services, Public
Service staff, Marketing
Negotiating a contract
Procurement staff, library counsel, Finance dept.
16. Tools to Organize Collaborations
Meetings
Frequency
Agendas
Invitees
Intranet/Workspace/Google Docs
Keep relevant documents
Post minutes
Post trial usernames and passwords
Email Discussion List
ERM—Electronic Resources Management
System
18. Organizing
Inventory List of Current Holdings
Database Name
Company Name
Subject(s)
Subscription Dates
In Library/ Remote Access
Vendor Contact List
Sales Representative(s)
Account Representative(s)
Tech Support Representative(s)
19. Organizing
Username/Password Information for Administrative
Accounts
Technical Support Log
Database
Date of Incident
Resolution
Technical Support Contact
URLS/Usernames & Passwords
Budget
Product
Company
Funding Information
Invoice Numbers
Amount
Subscription Dates
21. Tools for Organizing Your Information
Electronic Resources Management Systems
Database Management System
Microsoft Access
Open Office Database
Spreadsheet
Microsoft Excel
Open Office Spreadsheet
22. Identifying Needs or Prioritizing Your
Electronic Resources Collection
Review your current collection
By Vendor
By Subject
By Age Level
By Usage
Review your print/media circulation
Top Nonfiction Areas(CollectionHQ)
Reviewing your reference collections and reference
standing order plans
Local school curriculums
National Governor Association’s Common Core State
Standards
23. Identifying Needs
Overlaps and gaps in Journal Coverage
Survey and discuss with public service staff
Coordinate sample studies with public service
staff
Reference desk queries
Frequent collection gaps
Survey Educators
Institutional Goals
24. Locating Products
Catalogs of major vendors
Ebsco, Gale, Proquest, ABC CLIO, Scholastic
Grolier, Alexander Street Press
Reviews
Conferences—conference floor
Observe the collections of other libraries
Yearly “Best of” lists
Award winners
Query to listservs
Journal Coverage: who has what? Exclusives
and embargoes.
25. Making the Selection
Vendor demonstrations
In person
In collaboration with other library systems, county
and state agencies.
Through a consortium program
By webinar/conference call
One person
Multiple staff members
Scheduling can be a problem, so space out different
demonstrations.
Theme mornings: career databases, language
learning
26. Making the Selection
Trials
Trial Audiences
Local Advisory Committee
All Public Service Staff
Patrons
Trials can be by username/password or by IP
authentication
Staff feedback is essential
Ask staff to compare competing resources
Create a submission form for staff feedback
Trial free resources as well as paid resources
27. Setting Up New Products
Quick Technical Terms Vocabulary Lesson
Referring URL: Helps new product’s webpage to recognize
that the user is coming from your website.
Inside the library, user brought directly to the resource’s start page.
Remote access, user brought directly to login page
Library’s login page
Vendor’s login page
Example: http://misc.brooklynpubliclibrary.org/remote/?res=abi. This
tells the database that this user is coming from the Brooklyn Public
Library.
IP Address: Stands for Internet Protocol Address. Unique
numerical identifier assigned to every machine (device) in a
computer network. It takes the form of four numbers
separated by dots. Example: 101.32.11.264. Give vendor IP
ranges.
IP Authentication: Grants access to recognized IP addresses
so that users at your institution will not have to provide access
credentials, such as username and passwords.
28. Setting Up New Products
Login Page or Authentication Page: Webpage on
which your patron enters library barcode and PIN
information.
Proxy Server: a product that helps authenticate
and connect your remote users to your
subscription services. It is part of a group of
products called middleware. Examples: OCLC’s
EZ Proxy and 360 Access Control.
Content Management System: allows multiple
users access to the administration of an
institution’s webpages. Users with proper
usernames and passwords can create, change,
and publish content on specific webpages.
29. Setting Up New Products
Be aware of start dates
Make sure vendor has your proper IP addresses
and referring URL
Receive product’s URL from vendor
Test URL prior to posting, both in library and
remotely.
Enter information into your electronic resources
information management tool
Username/passwords
URL
Inventory List
30. Setting Up New Products
Select subject categories for new resource
Request cataloging (MARC records) for OPAC
Write description of new resource
Enter information into content management
system
Test link
31. Electronic Resources Page
Easy to get to (don’t hide it)
Simple straightforward descriptions
Two listings
Subject
Alphabetical (Database A to Z)
Database Spotlight
List of Popular Databases
Links to instructional documents and videos
Funding information
Content Management Systems flatten the work
32.
33.
34.
35.
36.
37.
38.
39. Promoting and Marketing Electronic Resources
Public:
Electronic resources webpage is the first and best
place to promote.
Database spotlight
List of popular databases
Webpage tout
Newsletters
Social Media: Twitter and Facebook
Internal
Electronic resources updates
New product announcements and cancellations
40.
41.
42.
43.
44. Training
Staff Training
A great reminder
Regularly scheduled
Older products as well as newer products
Great way to promote staff involvement
Promote database trials
Vendor hosted as well as staff hosted
Share vendor emails with staff and encourage
public services colleagues to sign up for vendor
announcement emails
Promote staff excellence in specific resources
45. Training
Public Training
In person
Central location and branch locations
Open sessions
Work in collaboration with public service managers and staff
Video
Handouts for branch staff
Outreach events
Fairs
Schools
Community Events
Job Centers
46.
47. Maintenance/Troubleshooting
Schedule check ups
Check each link regularly
Remote as well as in library
Use committee members to check links and
authentication
Make sure staff know to contact you and/or
appropriate IT colleague
Email
Telephone call for emergencies (access shut off)
Record issues in tech support log
Keep informed of all maintenance issues
Update your e-journal discovery service
Update your federated search product
48. Electronic Resources Management Tools
Helps to organize all aspects of Electronic Resources
Allows multiple staff in remote locations to record,
collect, and view data.
Allows for continuity despite staff changes.
Popular products
Serials Solutions: 360 Resource Manager
Ebscohost’s ERM Essentials
ILS systems
Innovative Interfaces Inc. (Millennium): ERM
Open Source
ERMes: University of Wisconsin at LaCrosse
CORAL: University of Notre Dame