Developing a Freely Accessible/Open Access Resource Management Policy at Duke University Libraries: A Case Study

Abstract

Freely accessible and open access resources present unique challenges for librarians working with electronic resources. Due to the fact that many of these resources lack high-quality metadata or the technical support provided by traditional publishers, making them discoverable and maintaining access over time can be tricky. Creating a policy allows for a systematic approach to the management of freely accessible/open access (OA) resources, alleviating problems surrounding lack of staff time or expertise. Many of these resources are already important parts of collections and will only continue to grow in importance. Freely accessible/OA resources allow for a more diverse representation of content, both by subject and format type, and allow a wider array of authors to have their work appear in library collections. This case study will provide a review of freely accessible/OA policies in other libraries, describe why these resources are important to add to our collections, discuss challenges libraries face with managing these resources, and explain how Duke University Libraries is addressing some of these challenges through the development of a policy.     

Hey! What About Us?! Changing Roles of Subject Specialists and Reference Librarians in the Age of Electronic Resources

For the acquisition of periodicals and indexes, the selector role of subject specialists and reference librarians has been transformed by electronic access. In the past these librarians made independent recommendations for new periodicals, indexes, and abstracts by using traditional selection criteria (e.g., relevance, quality, and cost). With electronic resources, considerations such as licensing negotiations, consortial agreements, and technical issues have complicated the decision-making process and have sometimes removed it from individual librarians or even individual libraries. The author discusses the opportunities for individual librarians, particularly in public service roles, to participate in serials collection management decisions and provides a case study of business periodicals collection management in an academic library. Serials Review 2002; 28:283–286.     

The Center for Intellectual Property Handbook,edited by Kimberly Bonner and the staff of the Center for Intellectual Property. New York: Neal-Schuman Publishers,Inc., 2006. 257 p. $85.00. ISBN: 1-55570-561-8 (paperback)

Abstract

For the acquisition of periodicals and indexes, the selector role of subject specialists and reference librarians has been transformed by electronic access. In the past these librarians made independent recommendations for new periodicals, indexes, and abstracts by using traditional selection criteria (e.g., relevance, quality, and cost). With electronic resources, considerations such as licensing negotiations, consortial agreements, and technical issues have complicated the decision-making process and have sometimes removed it from individual librarians or even individual libraries. The author discusses the opportunities for individual librarians, particularly in public service roles, to participate in serials collection management decisions and provides a case study of business periodicals collection management in an academic library. Serials Review 2002; 28:283–286.     

Serials and the OCLC Acquisitions Subsystem

Abstract

Academic library consortia, faced with requirements of assessment and accountability, are increasingly pressured to measure the impact of their networked electronic services. Studies on usage of electronic library resources and electronic journals, in particular, proliferate; relatively few focus on the academic library consortium. This paper gives an overview of one assessment tool, MINES for Libraries®, as implemented in the Scholars Portal service of the Ontario Council of University Libraries (OCUL). The novel contributions of this study are twofold: firstly, the creation of peer groups within an academic consortium for comparison purposes, and secondly, the use of regression analysis to explore the correlation between usage and three separate variables outside the MINES survey — library print holdings, library acquisitions budget, and sponsored research revenue.     

Communicating E-resource Management Needs to Library Stakeholders: Theory and Praxis

Abstract

Conflict management studies and the communication needs addressed by the NASIG Core Competencies standards will be the framework for how to communicate electronic resource management to library stakeholders. This article provides both theory and praxis as it is applied at Kansas State (K-State) Libraries for electronic resource access ticket resolution. The librarians responding to these tickets at K-State Libraries assessed their communications and workflows in the past year to provide a more effective customer service model. This provides evidence of technical services having public-facing elements in its core activity.     

An Interview with Three Members of the Kate Sharpley Library

Abstract

Jessamyn West interviews three members of the Kate Sharpley Library, a library, reference service, and publishing association that provide access to information about anarchism and anarchist history. The library was founded in South London in 1979 and is now a distributed project, including locations in California and South London and working members in Ireland.     

Administrative Metadata to Support the Acquisition of Continuing E-Resources

What is administrative metadata? Why is it important? How are libraries handling administrative metadata for continuing electronic resources? What ILS vendors have products available? This article describes solutions developed by four academic libraries to manage administrative metadata and access to electronic resources. Pennsylvania State University Libraries and Massachusetts Institute of Technology Libraries developed systems that track the acquisitions process and provide access to e-resources. Stanford University Libraries focused on providing access to electronic resources. The Tri-College Consortium (Bryn Mawr, Haverford, and Swarthmore Colleges in Pennsylvania) created a database to track the licensing aspect of the acquisitions process. The article also describes efforts currently underway to develop standards and best practices for managing electronic resources. Serials Review 2003; 29:276–281.     

Preserving Electronic Scholarship for the Future: An Overview of LOCKSS,CLOCKSS, Portico,CHORUS, and the Keepers Registry

Electronic resources are becoming the backbone of many library collections. Electronic journals in particular have become the default format for most periodical literature in all fields of scholarship. The mission of librarians, the publishing industry, and nonprofit organizations is to ensure that electronic scholarship remains accessible to future generations in an affordable and sustainable manner. The focus for the first edition of “In Layman's Terms” is on LOCKSS, CLOCKSS, CHORUS, Portico, and the Keepers Registry, five initiatives dedicated to the preservation and to the perpetual access of electronic scholarship. It includes a brief history of each initiative. It looks at their missions and their different roles in preserving and providing access to electronic resources and the benefits and costs in joining them and being involved with them. It identifies the relationships among these initiatives.     

Administrative Metadata to Support the Acquisition of Continuing E-Resources

Abstract

What is administrative metadata? Why is it important? How are libraries handling administrative metadata for continuing electronic resources? What ILS vendors have products available? This article describes solutions developed by four academic libraries to manage administrative metadata and access to electronic resources. Pennsylvania State University Libraries and Massachusetts Institute of Technology Libraries developed systems that track the acquisitions process and provide access to e-resources. Stanford University Libraries focused on providing access to electronic resources. The Tri-College Consortium (Bryn Mawr, Haverford, and Swarthmore Colleges in Pennsylvania) created a database to track the licensing aspect of the acquisitions process. The article also describes efforts currently underway to develop standards and best practices for managing electronic resources. Serials Review 2003; 29:276–281.     

Serials Digest

Abstract

A collection manager and an acquisition librarian discuss difficult decisions to be made regarding electronic resources and associated value-added services. Balancing budget constraints with patron demands for easy access to information requires librarians to reevaluate assumptions about the electronic products and associated services that have quickly become staples of library life, even as these staples become increasingly untenable. The authors scrutinize the cost/benefit of continuing value-added services, such as providing access to abstracting and indexing tools and full MARC cataloging records of journal titles, as well as considering the adoption of new services such as federated search engines and link resolvers.     

The SR Periodicals Miscellany

Abstract

Libraries play a crucial role in identifying, organizing, classifying, and delivering access to useful information at the point of need including information that is otherwise freely available online. A new classification system for free electronic resources called Scholarship, Persistence, Entity, Compatibility, and Convenience (SPECC) can help library personnel determine whether specific free electronic resources should be made available through their libraries. SPECC is not intended to be used as the only means of evaluating free electronic resources for collection development purposes, but SPECC does broadly categorize most free electronic resources and can save time and money.     

Preserving Open Access

Abstract

Libraries have an established track record of preserving the scholarly record, but this stewardship role has generally been exercised over materials the library has purchased or otherwise acquired. With open access publishing, the library’s role in preservation is less certain, as libraries may facilitate access to a wide array of freely accessible materials without ever obtaining any copies. Additionally, the open access landscape includes many small noncommercial publishers with limited resources that may not be able to invest in long term preservation and access. In this column, Courtney McAllister, Electronic Resources Librarian at Lillian Goldman Law Library, Yale University, discusses preservation concerns and strategies for open access publications and how libraries may be affected by unstable or unpredictable long-term access.     

SR visits: bringing electronic access to the census bureau library

The United States Census Bureau Library, acting on a study commissioned in 2002, has undertaken to improve electronic access for their patrons. The library provides e-journal and database access. The staff relies on usage statistics from these resources to sharpen the focus of the collection. Through an aggressive outreach program Census Bureau employees learn about these new products and services. Future plans include adding more e-journals, an open OPAC, and a new library building.     

Authentication Methods and Recent Developments

Abstract

This segment of the “Sharpest Tool” column provides an overview of the current options for authentication for electronic resources and discusses recent developments in this area. Remote access to electronic resources is increasingly important as libraries purchase more and more electronic content. This column attempts to provide a baseline use for many terms relating to authentication, while incorporating discussions and concerns surrounding recent developments in authentication methods.     

Knowledgebases: The Cornerstone of E-Resource Management and Access

Over a decade ago, knowledgebases entered the library marketplace as stand-alone products to facilitate electronic resource management and end-user access. Keeping pace with the increasing availability of electronic content, these systems have grown exponentially and have become integral components of electronic resource management and discovery product suites. This review article traces the evolution of knowledgebase systems and highlights recent initiatives to standardize and improve e-resource metadata. Looking to the future of electronic resource management, knowledgebase-centric systems not only have the potential to improve the automation of e-resource management tasks, they also can foster increased collaboration among libraries, thereby transforming how libraries work and provide services to end users.     

Negotiating Accessibility for Electronic Resources

Abstract

Accessibility of library electronic resources is a must. Its importance derives from professional ethics of librarianship, rising total costs of acquisition, and mounting legal challenges to colleges and universities that fail to provide resources accessible to users with disabilities. Library staff are responsible for ensuring the accessibility of vendor-licensed eresources. This column reviews the accessibility clauses of nine model license agreements for electronic resources. It describes terms that should go into an optimal accessibility clause and creates a composite model clause. It also provides guidance for library staff seeking to negotiate stronger accessibility language into vendor license agreements. Finally, it addresses the impact of accommodation requests on the total cost of acquiring library eresources, concluding with a call to redouble efforts to advocate for greater accessibility and educate both vendors and library staff about its importance.     

Using a Standard License for Individual Electronic Journal Purchases: Results of a Pilot Study in the MIT Libraries

This article describes a pilot project in the Massachusetts Institute of Technology Libraries in which a standard library license (based directly on the CLIR/NERL/NELINET license) was sent to publishers of individual electronic journals as the initial step in arranging for e-journal access, rather than working first with the publisher's own license. Serials Review 2003; 29:302–304.     

SR visits: bringing electronic access to the census bureau library

Abstract

The United States Census Bureau Library, acting on a study commissioned in 2002, has undertaken to improve electronic access for their patrons. The library provides e-journal and database access. The staff relies on usage statistics from these resources to sharpen the focus of the collection. Through an aggressive outreach program Census Bureau employees learn about these new products and services. Future plans include adding more e-journals, an open OPAC, and a new library building.     

Using a Standard License for Individual Electronic Journal Purchases

Abstract

This article describes a pilot project in the Massachusetts Institute of Technology Libraries in which a standard library license (based directly on the CLIR/NERL/NELINET license) was sent to publishers of individual electronic journals as the initial step in arranging for e-journal access, rather than working first with the publisher's own license. Serials Review 2003; 29:302–304.     

Marriage and Family Periodical Indexes

Abstract

Auburn University Libraries wanted to reduce the amount of work devoted to current print issues in a manner acceptable to public service librarians and patrons. The Current Periodicals collection in the Ralph Brown Draughon (RBD) Library, the main library, has been reduced to only those periodical issues for which reliable online access is not available. Current issues that have online access are kept in the Acquisitions Department in a “closed stacks” arrangement. “Closed stacks” issues are available to patrons upon request. The experience at Auburn University demonstrates that reconfiguring processes for Current Periodicals involves collaboration between technical and public services with minimal difficulties and introduces new efficiencies. The librarians hope to save time and resources and reduce missing issues and claims. They are monitoring patron reaction to the change.