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Techniques for Electronic Resource Management: TERMS and the Transition to Open [Pehme köide]

  • Formaat: Paperback / softback, 232 pages, kõrgus x laius x paksus: 228x152x12 mm, kaal: 325 g
  • Ilmumisaeg: 30-Oct-2019
  • Kirjastus: Association of College & Research Libraries
  • ISBN-10: 0838919049
  • ISBN-13: 9780838919040
  • Formaat: Paperback / softback, 232 pages, kõrgus x laius x paksus: 228x152x12 mm, kaal: 325 g
  • Ilmumisaeg: 30-Oct-2019
  • Kirjastus: Association of College & Research Libraries
  • ISBN-10: 0838919049
  • ISBN-13: 9780838919040
Whether a single team manages electronic resources or responsibility is spread across your library, this book will be your go-to ERM reference.

Growing Open Access (OA) options, Big Deal price pressure, fluid e-book purchasing models, and the need for ongoing assessment: it all adds up to a lot of moving parts. More than ever, you need a pragmatic framework for managing the many details of your online materials. TERMS—Techniques for Electronic Resource Management Systems—gave you one. Now its creators, incorporating five years of notes and input from many voices in the field, have updated their influential lifecycle model. In six sections you will circle through selection, procurement and licensing, implementation, troubleshooting, evaluation, and preservation and sustainability. Offering targeted guidance on both basic and complex issues, this book's topics include

  • ways to fold OA management into traditional library practice;
  • accommodating the range of new purchasing models;
  • the relative weight of 13 factors when negotiating with vendors;
  • understanding deal-breakers and knowing when to walk away;
  • assessment after COUNTER 5 and bibliometrics;
  • criteria for making decisions on preservation and sustainability;
  • managing streaming media; and
  • six major developments to watch as the field evolves.

Whether a single team manages electronic resources or responsibility is spread across your library, this book will be your go-to ERM reference.



The authors outline an updated version of their framework, Techniques for Electronic Resource Management (TERMs), to help library workers become more familiar with the life cycle of electronic resource management. The updated version incorporates their framework for open access resource management, Open Access Workflows for Academic Librarians. They illustrate how open access content can be incorporated into the library electronic resources management workflow and address six elements of the framework: investigating new content for purchase and addition, acquiring new content, implementation and troubleshooting, ongoing evaluation and access and annual review, assessment, and preservation and sustainability, with discussion of specific categories for each part of the framework, as well as basic and complex electronic resources and open access workflows. Annotation ©2020 Ringgold, Inc., Portland, OR (protoview.com)
List of Illustrations
ix
Acknowledgments xi
1 What's New with TERMS
7(68)
Influence of TERMs J Intention
4(1)
Structural Updates
4(4)
Audience
8(1)
Design
9(68)
Notes
11(4)
2 Investigating New Content for Purchase and Addition
15(1)
Introduction
15(1)
1 Request
16(5)
2 Developing Selection Criteria
21(3)
3 Completing the Review Form
24(3)
4 Analyzing and Reviewing
27(1)
5 Establishing a Trial and Contacting Vendors
28(2)
6 Making a Decision
30(2)
Notes
32(3)
3 Purchasing and Licensing
35(28)
Introduction
35(2)
1 Establishing Negotiation Criteria
37(3)
2 Common Points of Negotiation in License Agreements
40(7)
3 License Review and Signature
47(2)
4 Negotiating and Renegotiating Contracts
49(5)
5 Working with Other Departments and Areas on Resource Contracts
54(2)
6 Recording Administrative Metadata
56(2)
Notes
58(5)
4 Implementation
63(34)
Introduction
63(2)
1 Access
65(9)
2 Descriptive Metadata Management
74(5)
3 Administrative Portals and Metadata
79(1)
4 Subject Portals, Reading Lists Management Systems, Courseware, and Local Digital Collections Discovery
80(3)
5 Testing Access
83(1)
6 Branding and Marketing
84(2)
Notes
86(5)
5 Troubleshooting
91(1)
Introduction
91(2)
1 A Systematic Approach to Troubleshooting
93(5)
2 Common Problems
98(7)
3 Metadata
105(2)
4 Tools for Troubleshooting
107(3)
5 Communication in Troubleshooting
110(3)
6 Negative Impact of End Users Giving Up
113(1)
Notes
114(3)
6 Assessment
117(34)
Introduction
117(2)
1 Performance of the Resource against the Selection Criteria and Troubleshooting Feedback
119(6)
2 Usage Statistics
125(5)
3 Cost per Download
130(3)
4 Non-Traditional Bibliometrics
133(4)
5 Consultation
137(4)
6 Cancellation Review
141(3)
Notes
144(7)
7 Preservation and Sustainability
151(28)
Introduction
151(1)
1 Choosing What to Preserve and Sustain
152(5)
2 Developing Preservation and Sustainability Plans
157(3)
3 Metadata Needed for Preservation
160(3)
4 Local Preservation Options (Servers, Media Drives, LOCKSS/CLOCKSS, MetaArchive)
163(1)
5 Cloud-Based Options (Archive-It, Portico, Media Portals, DPLA Hubs, Shared Preservation Structure)
164(2)
6 Exit Strategy
166(5)
Notes
171(8)
8 Conclusion
179(12)
The Next Major Collection Topic: Data and Other Scholarly Outputs
180(1)
The Next Major Procurement and Licensing Topic: Significant OA Growth
181(1)
The Next Major Implementation Topics: Knowledge Bases and Persistent Identifiers
182(1)
The Next Major Troubleshooting Topic: Web Browser Plug-ins
183(2)
The Next Major Assessment Topics: COUNTER Release 5and Book Data Enhancements
183(1)
The Next Major Preservation Topic: Preservation of Non-Traditional Scholarly Outputs
184(1)
Open Access as a Real Alternative?
184(3)
Notes
187(4)
Glossary 191(6)
About the Authors 197(2)
Index 199
Jill Emery is the Collection Development Librarian at Portland State University Library and has over 20 years of academic library experience. She has held leadership positions in ALA ALCTS, ER&L, and NASIG. In 2015, she was appointed as the ALA-NISO representative to vote on NISO/ISO standards on behalf of the American Library Association. She also serves on the Project COUNTER Executive Committee. Jill serves as a member of The Charleston Advisor editorial board and is the columnist of Heard on the Net, and is on the editorial board for Insights, the UKSG journal. In 2016, she became a co-editor of the open access journal Collaborative Librarianship.

Dr. Graham Stone is the senior research manager at Jisc Collections in the UK. He manages research activity for Jisc Collections in order to ensure the highest quality of service provision to libraries in the higher education sector. Previously he worked in the university sector for 22 years, most recently at the University of Huddersfield where he managed the library resources budget, open access services and the University of Huddersfield Press. Graham was awarded his professional doctorate in July 2017 for his research on New University Press publishing.

Peter McCracken is Electronic Resources Librarian at Cornell University. Previous work has included roles as a reference librarian at the University of Washington; a co-founder of Serials Solutions, which helps libraries manage electronic resources; and a co-founder of ShipIndex.org, an electronic resource offered to libraries. Together, these experiences in public services, technical services, and multiple sides of electronic resources management, have informed his views of how libraries and vendors can best offer and manage electronic resources.