Newspapers in Review

ABSTRACT

For the second installment of the new column Problem Solved!, Kelly Smith explores how libraries have tackled the problem of electronic resource (e-resource) workflow management by implementing ticketing systems in addition to their existing integrated library system (ILS) and electronic resource management (ERM) tools. Most libraries employing ticket tracking to manage e-resources have chosen one of a variety of commercial and open source software designed for customer relations management (CRM). Alternatively, some libraries are developing homegrown systems, or kludging together freely available collaboration software to track issues.     

Communities of Knowledge: Creating and Connecting Resource Metadata

A growing number of academic libraries and consortia are developing their own e-resource knowledge bases. The structure, format, and ultimate goals of their projects vary. If they are successful, these community-driven knowledge bases have the potential to make a positive impact on e-resource management and discovery. A situation analysis of the current state of affairs considers the problems these new communities of knowledge are attempting to solve, compares the scope and approaches of selected projects, suggests opportunities for connectivity across communities, and outlines challenges to their success. This article is the outgrowth of a 2013 North Carolina Serials Conference discussion.     

Open forum on acquisitions research and statistics: ALA Midwinter,Washington, DC,February 17, 1997

ABSTRACT

A number of libraries respond to e-resource access problems by using trouble ticketing systems that track the initial problem report (trouble ticket) along with related correspondence and resolution. University of Maryland, College Park librarians undertook a study of a random sample of e-resource problem trouble tickets to (a) understand the nature of problems reported and the degree of success with which Acquisitions troubleshooting staff were able to meet users' access needs, (b) develop best practices for troubleshooting, and (c) compare University of Maryland results with those of other institutions that have conducted similar studies. While the results suggest recommended local best practices for University of Maryland troubleshooting staff, comparing results across institutions was problematic because of lack of shared vocabulary for e-resource access problem types.     

Closing the Gap

In this invited article, Andrew Pace discusses the functional gap that still exists for library operations as they relate to electronic resource management and integrated library systems. Pace also provides strategies for closing the content providers’ gap in order to fulfill the needs of the end user. Participants in the library information service framework (libraries, content suppliers, and vendors) need to examine their practices and push through these gaps to evolve solutions for effective electronic resource management and fulfillment.     

License Mapping for ERM Systems: Existing Practices and Initiatives for Support

In the process of analyzing and/or mapping license agreements into their electronic resource management (ERM) systems or in developing services to support the license mapping process, library professionals were interviewed to provide a status report of license mapping in academic libraries. Areas discussed include existing practices, challenges, and support for and benefits of the mapping process. These conversations from the trenches should help professionals in the early stages of ERM implementation better conceptualize resource needs and effective practices for license mapping.     

Digital Accessibility as a Core Competency for E-Resources Librarians

Abstract

This article will outline the electronic resources life cycle and identify key elements involved in e-resource management that exhibit potential for growth in terms of accessibility remediation. The aim of the article is to convey an understanding of the importance of digital accessibility to electronic resources librarians and the role they may play in making digital collections more available to users with impairments.     

Archiving and perpetual access for web-based journals: A look at the issues and how five e-journal providers are addressing them

Abstract

From the spring of 2002 to early 2004, Innovative Interfaces, Inc. worked with several libraries in a development partnership to create an electronic resource management (ERM) system. The new ERM system is designed to track licensing and purchasing information about electronic resources, define relationships among aggregators, publishers, or vendors and the resources they provide, and to selectively display information in the Web OPAC for public services staff and patrons.     

Little Magazines and Translations

Abstract

Serials and the serials information chain have changed rapidly since the development of the electronic journal. Many recent developments are briefly described, including electronic resource management systems (ERMS) and functional requirements for bibliographic records (FRBR). The constantly changing nature of serials is compared to a psychological midlife crisis.     

Electronic Journals: Cataloging and Management Practices in Academic Libraries

The growth and availability of electronic journals offer libraries the opportunity to provide end users with quick and easy access to more journals than ever before, thereby creating a complex new workload in academic libraries. Libraries have addressed the evolving challenges unique to electronic resources by creating new policies and workflows and dedicating staff to work on the processes, despite the lack of best practices. In the fall of 2009, a survey was distributed to ninety-five libraries at peer institutions to gather information about their policies and practices for cataloging and managing electronic journals in order to gauge the current status of electronic journal management among these peer institutions. This paper reports on the survey findings related to cataloging approach, sources for bibliographic records, methods for identifying problems, and the staff and staff hours dedicated to electronic journals.     

When ERM Met Alma: The Intricacies of Content Management in a Shared Consortia Landscape

ABSTRACT

In 2013, after nearly two decades of operating in a distributed legacy Integrated Library System (ILS) environment on local servers, the Orbis Cascade Alliance, a consortium of public and private academic libraries in Washington, Oregon, and Idaho, began a two-year-long process to migrate its 37 members to a shared implementation of Ex Libris's cloud-based Alma library management system (LMS) and Primo discovery interface. Although much has been written on electronic resource management (ERM) functionality at an institution level, little has been written on serials and ERM functionality and workflows within a shared consortial environment. This article discusses the challenges and opportunities of implementing a consortial-based LMS, with particular emphasis on serials and ERM functionality. Key migration issues related to serials control, acquisitions, licensing, administration, cataloging, statistics, and interoperability are examined at the institutional and large-scale networked levels. Benefits and limitations of using a shared consortial cloud-based LMS are explored, and the overall capabilities of the Alma LMS for electronic resource management are reviewed.     

Cross-Consortial Collaboration: Expanding Capacity for Law Libraries

ABSTRACT

In our digital information era, libraries have increasingly joined forces to act cooperatively through library consortia. Through membership in a consortium, a library can capitalize on programs like advocacy, joint purchasing, e-resource licensing, shared discovery platforms, etc. Resources saved through such efforts, including staff time and money, can then be deployed back into the library for other, mission-critical activities. Following the economic collapse of 2008, libraries needed more than ever to maximize exceedingly scarce budgets. In response, consortia began to push the envelope, exploring even deeper collaborations in an effort to minimize redundancies and maximize efficiencies. This article will look at some examples of cross-consortial collaboration and focus specifically on the ongoing efforts among the Legal Information Preservation Alliance (LIPA), the Mid-America Law Library Consortium (MALLCO), and the NELLCO Law Library Consortium (NELLCO) to achieve more robust cooperation across the three organizations. The authors are the three executive directors of the named organizations.     

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.     

Management of Electronic Serials in Academic Libraries: The Results of an Online Survey

This article presents the results of an online survey of academic librarians conducted in 2011 on the topic of electronic serials management. Since online journals had by 2011 become a major part of academic library serials collections, a central objective of this survey was to explore whether this had led to any degree of standardization in online serials management procedures across academic libraries. The focus of the survey was generally on issues affecting technical services, specifically exploring the impact of electronic serials on collection development, library staffing, and serials management tools. The responses to the survey did not reflect any significant level of uniformity among these libraries in any of these areas, suggesting that libraries primarily take into account the needs of their own institutions when formulating procedures for managing online serials.     

E-journal Management Systems

Abstract

Electronic journals are being added to library collections at exponential rates. Recent developments in e-journal management systems offer libraries a variety of solutions for enhancing the visibility and flexibility of their electronic journals. This article examines and compares Serials Solutions, JournalWebCite, TDNet, and Serials Cybrarian, four current e-journal management programs that create and integrate multiple lists of journal titles, regardless of format, into a single list. These systems can reduce or even eliminate common serials control problems for librarians. Readers will gain insights that will enable them to better understand and consider the value of an e-journal management system. Serials Review 2002; 28:176–194.     

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.     

Management of Electronic Serials in Academic Libraries: The Results of an Online Survey

Abstract

This article presents the results of an online survey of academic librarians conducted in 2011 on the topic of electronic serials management. Since online journals had by 2011 become a major part of academic library serials collections, a central objective of this survey was to explore whether this had led to any degree of standardization in online serials management procedures across academic libraries. The focus of the survey was generally on issues affecting technical services, specifically exploring the impact of electronic serials on collection development, library staffing, and serials management tools. The responses to the survey did not reflect any significant level of uniformity among these libraries in any of these areas, suggesting that libraries primarily take into account the needs of their own institutions when formulating procedures for managing online serials.     

An Interview with Terry Reese

In July 2005, Bonnie Parks spoke with Terry Reese, digital production unit head at Oregon State University's Valley Library (Corvallis). In this interview, Reese shares his views on topics ranging from electronic journal management to the impact Google Scholar might have on the way libraries provide access to information.     

Rethinking Print Periodicals Holdings Retention Policy in Small Academic Libraries

Abstract

Collection development policies in small academic libraries may lack a formal policy statement about print periodical holdings retention. However, there is a need for a distinct policy about print periodicals holdings and their retention. Periodicals collections at academic libraries have been greatly affected by publishers’ decisions to discontinue print journal formats and move to online-only electronic versions. The move from one format to another produces challenges to the retention of an effective print periodicals collection. Given these continuous changes in publication format, it is necessary for academic libraries to rethink their print periodicals holdings retention. This article will present a literature review on and case study of periodicals collection management and explore strategies for developing holdings policies and guidelines for retention. It will argue that collection development policies ought to include a separate policy for the print periodicals collection and that unlike their reputation for being time-consuming and inflexible, periodical retention policies can improve flexibility and guide in decision making, helping to preserve core titles and acquire new titles that support academic programs and the work of the college community.