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Electronic Resource Management in Libraries: Research and Practice

Book Description

"A pronounced move from print subscriptions to electronic resources in all types of libraries has fundamentally impacted the library and its users. With the influx of resources such as e-journals; e-books; index, abstract, and/or full-text databases; aggregated databases; and others, the shift to electronic resources is rapidly changing library operational and organizational procedures.

Electronic Resource Management in Libraries: Research and Practice provides comprehensive coverage of the issues, methods, theories, and challenges connected with the provision of electronic resources in libraries, with emphasis on strategic planning, operational guidelines, and practices. This book primarily focuses on management practices of the life-cycle of commercially acquired electronic resources from selection and ordering to cataloging, Web presentation, user support, usage evaluation, and more."

Table of Contents

  1. Copyright
  2. Foreword
  3. Preface
  4. Acknowledgment
  5. I. Historic Overview, Strategic Planning, and Usage Statistics
    1. I. History of Electronic Resources
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. ONLINE CATALOGS
      5. MACHINE-READABLE CATALOGING
      6. SHARED CATALOGING
      7. ONLINE PUBLIC ACCESS CATALOG (OPAC)
      8. WEB-BASED CATALOGS
      9. BIBLIOGRAPHIC DATABASES
      10. CD-ROM DATABASES
      11. ONLINE DATABASES
      12. WEB-BASED DATABASES
      13. ELECTRONIC SERIALS
        1. Internet
        2. World Wide Web
      14. ELECTRONIC BOOKS
        1. Internet
        2. CD-ROM Books
      15. FUTURE TRENDS
      16. CONCLUSION
      17. REFERENCES
    2. II. Strategic Planning for Electronic Resource Management
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. PLANNING
      5. POLICIES
      6. WORKFLOW
      7. CONCLUSION
      8. REFERENCES
    3. III. Electronic Usage Statistics
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. DEVELOPMENT OF ELECTRONIC STATISTICS
      5. MANAGEMENT OF ELECTRONIC STATISTICS
      6. USE OF ELECTRONIC STATISTICS
      7. FUTURE TRENDS
      8. CONCLUSION
      9. REFERENCES
  6. II. Workflow Management and Competencies of Electronic Resource Librarians
    1. IV. Selecting, Acquiring, and Renewing Electronic Resources
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. SELECTION OF ELECTRONIC RESOURCES
        1. Collection Development Policy
        2. Selection Process
        3. Identification of Electronic Resource
        4. Evaluation of Electronic Resources
          1. Evaluation Criteria
        5. Challenges for Collection Development Librarians
        6. Selection Decision
        7. Selection Decision
      5. ACQUISITIONS OF ELECTRONIC RESOURCES
        1. The Acquisitions Process
          1. Verification of Bibliographic Information
          2. Identification of Various Pricing Options
          3. Reviewing the License and Business Agreements
          4. Ordering and Acquiring the Product
        2. Challenges for Acquisitions Librarian
      6. RENEWAL/CANCELLATION OF AN ELECTRONIC RESOURCE
      7. FUTURE TRENDS
      8. CONCLUSION
      9. REFERENCES
      10. KEY TERMS
    2. A. APPENDIX
      1. The List of Journals, Electronic Discussion Lists, Organization, and Conference/Seminars
          1. Journals
          2. Electronic Discussion Lists
          3. Organizations
          4. Conferences and Seminars
    3. V. Sharing the Albatross of E-Resources Management Workflow
      1. ABSTRACT
      2. INTRODUCTION
      3. LITERATURE REVIEW
      4. BACKGROUND
      5. ORGANIZATION
      6. PUBLIC SERVICES/TECHNICAL SERVICES COLLABORATION
      7. IDENTIFICATION OF RESOURCES
      8. REVIEWING ELECTRONIC RESOURCES
      9. ACQUISITIONS WORKFLOW
        1. License Agreements
      10. ACCESS
      11. CATALOGING WORKFLOW
      12. ADMINISTRATION
        1. Electronic Resource Management Systems
        2. Database Administration
        3. E-Journals Administration
        4. Serials Solutions
        5. Maintenance
        6. Usage Statistics
      13. MARKETING
      14. TRAINING
      15. ASSESMENT
      16. CONCLUSION
      17. REFERENCES
    4. VI. Process Mapping for Electronic Resources: A Lesson from Business Models
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. PROCESS MAPPING
      5. CASE STUDY
      6. FUTURE TRENDS
      7. CONCLUSION
      8. REFERENCES
    5. VII. Evolving Roles for Electronic Resources Librarians
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
        1. Core Competencies
        2. Job Advertisement Content Analyses
        3. Electronic Resources Librarians
      4. METHODOLOGY
      5. FINDINGS
        1. Job Advertisements
        2. Job Responsibilities
        3. Required Qualifications
        4. Preferred Qualifications
      6. DISCUSSION
      7. FUTURE TRENDS
      8. CONCLUSION
      9. REFERENCES
    6. B. APPENDIX A
      1. Materials
      2. Services
      3. Technology
      4. Management/Administration
      5. Interpersonal
      6. Other Job Responsibilities
    7. C. APPENDIX B
      1. Experience, Abilities, Skills, Knowledge
      2. Education
      3. Other
  7. III. Copyright and Licensing
    1. VIII. The Evolution of License Content
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. METHODOLOGY
      5. ANALYSIS AND DISCUSSION
        1. Authorized Site
        2. Authorized Users
        3. Breach Cure Period
        4. Confidentiality of Business Terms
        5. Dispute Resolution and Governing Law
        6. Electronic Reserves and Coursepacks
        7. Indemnification
        8. Interlibrary Lending and Scholarly Sharing
        9. Licensee's Responsibility for Actions of Authorized Users
        10. Modification of License Terms
        11. Perpetual Use/Archival Rights
        12. Remote Access
        13. Usage Statistics
      6. FUTURE TRENDS
      7. CONCLUSION
      8. REFERENCES
    2. IX. Copyright Implications for Electronic Resources
      1. ABSTRACT
      2. INTRODUCTION AND BACKGROUND: COPYRIGHT AND THE LAW
        1. A Review of the Basics
        2. The Law and Electronic Resources
        3. Rights of Copyright Holders
        4. The Right of First Sale
        5. Exemptions
        6. Fair Use
        7. The Libraries Exemption
        8. Educational Exemptions
        9. Digital Millennium Copyright Act
        10. Orphan Works
        11. The International Scene
      3. COPYRIGHT, THE NATURE OF ELECTRONIC INFORMATION, AND ITS DELIVERY
        1. Access: The Internet and World Wide web
        2. Access: Learning (or Course) Management Systems
        3. Access: Electronic Reserve Systems
        4. Access: Institutional Repositories
        5. Access: Interlibrary Loan
        6. Format: Electronic Databases
        7. Format: Electronic Journals and Articles
        8. Format: Electronic Books
        9. Format: Digitized Print Material
        10. Format: Media and Streaming Media
        11. Blurring Information and Future Formats
      4. IMPLEMENTING COPYRIGHT
        1. Interpreting the Term "Electronic Resources"
        2. Policies
        3. Education
        4. Budget
      5. FUTURE TRENDS AND CONCLUSION
      6. REFERENCES
    3. D. APPENDIX I
      1. Policy Sites
    4. E. APPENDIX II
      1. Interview Questions
    5. X. Tactics and Terms in the Negotiation of Electronic Resource Licenses
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. THE LAW GOVERNING LICENSE AGREEMENTS
      5. THE LICENSE NEGOTIATION PROCESS
      6. LICENSE TERMS
        1. Access Versus Ownership
        2. Amendment of License Terms or Services
        3. Authorized Users
        4. Authorized Uses
        5. Cancellation
        6. Choice of Law and Venue
        7. Confidentiality of License Terms
        8. Cost
        9. Definitions
        10. Reimbursement
        11. Subject Matter
        12. Termination
        13. Warranty & Indemnity
        14. Other Common License Terms
      7. WHAT NEXT?
      8. CONCLUSION
      9. REFERENCES
  8. IV. Working with Electronic Resources
    1. XI. Working with Database and E-Journal Vendors to Ensure Quality for End Users
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. THE CDL RESOURCE LIAISON PROGRAM
        1. Monitoring the Resource
        2. Reports
        3. Surveys
        4. Statistics
        5. Being Proactive
        6. Instructional Materials
        7. The Value of the Resource Liaison Program
          1. Power of the Group
          2. Common Technology Standards
          3. Connection and Enrichment
          4. Value to Our Vendors
          5. Value to the Participants
      5. THE CDL RESOURCE WRANGLERS
      6. CDL'S TECHNICAL REQUIREMENTS FOR VENDORS
        1. How and Why the Requirements were Developed
        2. Principles Used for Drafting the Requirements
        3. How the Requirements Are Applied
        4. Which Requirements are Most Essential Now, and Why?
          1. Access
          2. Linking
          3. Data quality
      7. BEST PRACTICES AND RECOMMENDATIONS
      8. FUTURE TRENDS
      9. CONCLUSION
      10. REFERENCES
    2. F. APPENDIX I
      1. Vendor Evaluation Report
    3. XII. One-Stop Shopping for Journal Holdings
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND: HISTORY AND LITERATURE REVIEW
      4. ONE-STOP SHOPPING: WHY
        1. What is One-Stop Shopping?
        2. Why Should Libraries Provide One-Stop Shopping for Journal Information?
      5. ONE-STOP SHOPPING: WEB LISTS, THE CATALOG, AND BEYOND
        1. Making Catalogs Work for Journal collections
        2. Link Resolvers: One-Stop Shopping Outside of the Catalog?
      6. ONE-STOP SHOPPING: WHAT AND HOW
        1. Individual Print and Electronic Journals
        2. "Big Deals," Aggregated Databases, and Free Titles
        3. Articles: Free and Pay-Per-Download
      7. ONE-STOP SHOPPING: ONE LIBRARY'S EXPERIENCE
      8. FUTURE TRENDS
      9. CONCLUSION
      10. REFERENCES
    4. XIII. Beyond OpenURL: Technologies for Linking Library Resources
      1. ABSTRACT
      2. INTRODUCTION
      3. EARLY LINKING PROTOCOLS AND THE APPROPRIATE COPY PROBLEM
      4. OPENURL AND DOI: THE PRESENT STANDARDS
      5. THE NEED FOR BETTER LINKING PROCEDURES
      6. LINKING INFORMATION TO USERS
        1. Current Linking Applications
        2. Google Scholar and Windows Live Academic
        3. Library 2.0 Tools
        4. Browser Tools
        5. Web Applications and Services
        6. Software Tools
        7. Local Resources and Linking
        8. Advanced Linking Mechanisms
        9. The "Long Tail" and Linking
      7. CONCLUSION
      8. REFERENCES
    5. XIV. Authentication and Access Management of Electronic Resources
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. LEGAL CONSIDERATIONS
      5. AUTHENTICATION AND ACCESS MANAGEMENT
      6. ELEMENTS OF AN AUTHENTICATION SYSTEM
      7. ACCESS POINTS
        1. Integrated Library Systems (ILSs)
        2. Metasearch Applications
        3. Link Resolvers
        4. Library Web Pages
        5. Campus/Organizational Portals
        6. Library Computer Workstations
        7. Resource Vendor Systems
      8. AUTHENTICATION METHODS IN USE
        1. IP Address Filtering
        2. Credential-Based
        3. Referring URL
        4. Cookie-Based Authentication
      9. SINGLE SIGN-ON (SSO)
      10. REMOTE ACCESS
        1. Proxy Servers
          1. Traditional Proxy Servers
          2. URL Rewriting Proxy Servers
        2. Virtual Private Network (VPN)
        3. Other Remote Access Solutions
      11. PRIVACY AND SECURITY
      12. SPECIAL CONSIDERATION
      13. CONCLUSION
      14. REFERENCES
    6. XV. Using Consistent Naming Conventions for Library Electronic Resources
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
        1. In Libraries, Everything is a Naming Problem
        2. Library Standards and Electronic Resources
        3. The Rise and Fall, and Rise Again of the Catalog
        4. Seriality and Electronic Resources
      4. DISCUSSION
        1. The Art of Naming Electronic Resources
        2. AACR2 Naming Conventions
        3. Electronic Resource Name Volatility
        4. Different Perspectives on Electronic Resource Names
      5. PROPOSED NAMING CONVENTIONS
        1. A to Z Lists
          1. General Principles
          2. Conventions
        2. ERM Systems
          1. General Principles
          2. Conventions
      6. FUTURE TRENDS AND NAMING CONVENTIONS
        1. ERM Systems and Naming
        2. Name Hierarchies
        3. International Unique Identifiers
        4. Database and Electronic Reference Work Name Authority Control
      7. CONCLUSION
      8. REFERENCES
      9. ENDNOTES
  9. V. Electronic Resource Management Systems (ERMS)
    1. XVI. Standards, the Structural Underpinnings of Electronic Resource Management Systems
      1. ABSTRACT
      2. INTRODUCTION
      3. THE EARLY DAYS OF ERM STANDARDS
      4. DLF-ERMI
      5. COUNTER
        1. ONIX for Serials
        2. OpenURL and Link Resolution
        3. Metasearch
        4. Summary
      6. EMERGING STANDARDS IN THE ERM INDUSTRY
      7. SUSHI
        1. License Expression Delivery
      8. FUTURE OPPORTUNITIES FOR STANDARDIZATION
      9. ERM STANDARDS AND THE FUTURE
      10. REFERENCES
        1. KEY TERMS
    2. XVII. Challenges and Potentials of Electronic Resource Management
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. SFX CHALLENGES AND POTENTIALS
        1. Workload and Staff Support
        2. Merged Target
        3. SFX Menu
        4. Database Activation
        5. A-Z List
      5. III ERM CHALLENGES AND POTENTIALS
        1. Workload and Staff Support
        2. Data Provider
        3. ERM Record
        4. Batch Load
        5. Inaccuracies and Discrepancies
      6. CONCLUSION
      7. REFERENCES
    3. XVIII. Panorama of Electronic Resource Management Systems
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. LOCALLY DEVELOPED ERMS: EARLY DEVELOPMENT
      5. THE CRY FOR STANDARDS
      6. ERMI
        1. ERMI Deliverables
        2. ERMI: Guiding Principles
        3. ERMI: Reactions
      7. LOCALLY DEVELOPED ERMS: THE SECOND PHASE
      8. ERMI 2
      9. COMMERCIAL SYSTEMS
      10. INTEGRATED SYSTEMS
      11. OPEN SOURCE
      12. EVALUATION OF ERMS
      13. IMPLEMENTATION OF ERMS
      14. STANDARDS
      15. FUTURE TRENDS
      16. CONCLUSION
      17. REFERENCES
    4. XIX. The Impact of Locally Developed Electronic Resource Management Systems
      1. ABSTRACT
      2. INTRODUCTION
      3. THE STATE OF LIBRARY ACQUISITIONS AS ELECTRONIC RESOURCES EMERGE
      4. CHANGES IN STAFFING AS A RESULT OF LICENSE AGREEMENTS
      5. CREATING LOCALLY DEVELOPED ELECTRONIC RESOURCE MANAGEMENT SYSTEMS
        1. Massachusetts Institute of Technology's VERA
        2. Pennsylvania State University's ERLIC
        3. University of California Los Angeles's ERDb
      6. SOME SUCCESSFUL ELECTRONIC RESOURCE MANAGEMENT SYSTEMS, WITH A SPECIALIZED FOCUS
        1. Gold Rush
        2. HERMES
        3. The Tri-College Consortium's ERTS
      7. CHARACTERISTICS OF AN IDEAL ELECTRONIC RESOURCE MANAGEMENT SYSTEM
      8. THE LIMITATIONS OF LOCALLY DEVELOPED ELECTRONIC RESOURCE MANAGEMENT SYSTEMS
      9. COMMUNITY-WIDE EFFORTS IN MANAGING ELECTRONIC RESOURCES
        1. Electronic Resource Management Initiative
        2. Standardized License Agreements
        3. The Open Digital Rights Language
        4. The Dublin Core Metadata Initiative
        5. Other Concepts
      10. CHANGING COMMUNICATION PATTERNS DUE TO LOCALLY DEVELOPED ELECTRONIC RESOURCE MANAGEMENT SYSTEMS
      11. SUMMARY
      12. REFERENCES
    5. XX. The Future of Electronic Resource Management Systems: Inside and Out
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. STAFF NEEDS
        1. Automation
          1. IP Registration
          2. Activation
          3. Renewal
          4. Incident Reporting
          5. License Review
        2. Analysis
          1. Collection Analysis Tools
            1. Cost-Per-Use Analysis
            2. Overlap Analysis With Cost-Per-Use Analysis
            3. Usage Statistics Harvesting
            4. Acquisitions Data
        3. Consortium Requirements
      5. PATRON AND PUBLIC SERVICES NEEDS
        1. Terms and Conditions of Use
        2. Resource Availability and Advisory, With Forecast for Problem Resolution When System Outage is Ongoing
        3. Resource Scope/Description
        4. Technical Requirements for Access
        5. Discovery Services Platform, Link Resolver and Metasearch Views
      6. CONCLUSION
      7. REFERENCES
    6. XXI. In the Eye of the Storm: ERM Systems are Guiding Libraries' Future
      1. INTRODUCTION
      2. RECENT MAJOR TRENDS IN ELECTRONIC RESOURCE MANAGEMENT
        1. Hardware and Software Changes
        2. User Behavior and Expectations
        3. Disintegration of the ILS
        4. Pricing
        5. Intellectual Property
        6. Perpetual Access and Archiving
      3. LOOKING TO THE FUTURE
      4. REFERENCES
  10. Compilation of References
  11. About the Contributors