Reengineering the Library: Issues in Electronic Resources Management

Stachokas, George (ed.) Reengineering the Library: Issues in Electronic Resources Management. ALA Editions, 2018. ISBN: 978-0-8389-1621-6

Description
This ALCTS monograph gathers a variety of perspectives to examine recent developments in electronic resources management (ERM) and how this work fits into the overall mission of the contemporary academic library.

Table of Contents
1    Trends and Developments in Licensing Electronic Resources, by Lori Duggan
2    “Oh, the Places You’ll Go!” Managing Electronic Resources across the Institution, by Monica Moore
3    Managing Knowledge Bases and Electronic Resources Metadata, by Richard Guajardo
4    Working with EBSCO Discovery Service, by Regina Koury
5    Managing Discovery Services: Case Studies at Simon Fraser University (Summon) and Acadia University (Primo), by Jennifer Richard, Leanna Jantzi, and Sandra Wong
6    From Electronic Resources Management to Library Services Platforms, by L. Angie Ohler
7    The Library in the Information Marketplace: Cost Containment Strategies, by George Stachokas
8    Using LibGuides to Promote Communication between Public and Technical Services, by Jennifer Bazeley
9    Core Competencies for Electronic Resources Librarianship, by Sarah W. Sutton
10    Using the Core Competencies for E-Resource Librarians to Reengineer Technical Services, by Christine Korytnyk Dulaney and Kari Schmidt
11    Is “E” for Everybody? Reorganizing to Fit E-Resources across Acquisitions and Resource Sharing, by Judith Emde and Angela Rathmel
12    Managing Freely Available Electronic Resources, by Chris Bulock
13    Developing Staff Skills in E-Resource Troubleshooting: Training, Assessment, and Continuous Progress, by Sunshine Carter and Stacie A. Traill
14    SUSHI: Automating the Retrieval of COUNTER Usage Data, by Oliver Pesch
15    Analytics and Assessment of Electronic Resources, by Geoffrey Timms

Managing and Improving Electronic Thesis and Dissertation Programs: A Practical Guide for Librarians

Managing and Improving Electronic Thesis and Dissertation Programs: A Practical Guide for Librarians by Matthew C. Mariner. Rowman & Littlefield, 2018. 978-1-5381-0100-1.

From the publisher:
Managing and Improving Electronic Thesis and Dissertation Programs: A Practical Guide for Librarians presents strategies for collecting and managing both traditional and non-traditional theses and terminal projects.

This guide covers:

• collecting and managing traditional ETDs
• beginning and managing retrospective digitization projects
• improving the usability of current ETD programs
• addressing complex and unique nontraditional theses and capstones and maximizing their accessibility
• incorporating ETD collections into broader plans for marketing digital repositories

This guide provides readers with illustrated project workflows, real-world case studies, project starters for nontraditional theses, tips and advice on authors' rights, and helpful resources for further study and assistance. With this book, readers will have what they need to successfully navigate the world of electronic theses and dissertations.

The ABCs of ERM: Demystifying Electronic Resource Management for Public and Academic Librarians

Zellers, Jessica, Tina M. Adams, and Katherine Hill. The ABCs of ERM: Demystifying Electronic Resource Management for Public and Academic Librarians. Libraries Unlimited, 2018. ISBN: 978-1-4408-5580-1

Description

Answer common questions about managing electronic resources with this book, such as: How do you deal with vendors, how do you decide which e-resources to buy, how do you optimize access for remote users, and perhaps most importantly, how do you motivate your public to use them?

This guide offers practical advice to information professionals involved in any aspect of electronic resource management—from selecting, acquiring, and activating to managing, promoting, and deselecting. It features clear instructions along with definitions, checklists, FAQs, and sidebars comprising sensible tips.

Table of Contents 

1. So what are electronic resources anyway?
2. Vendors are your friend
3. Licenses: the fine print
4. Buy all the things!
5. Creating access in all the right places
6. Marketing, part I: planning
7. Marketing, part II: promotional
8. Assessment, part I: subscription resources
9. Assessment, part II: one-time purchases and leases
10. I think the internet broke
11. Users are people, too 
12. No librarian is an island.

Marketing Your Library’s Electronic Resources, Second Edition: A How-To-Do-It Manual for Librarians

Kennedy, Marie R. and Cheryl LaGuardia. Marketing Your Library’s Electronic Resources: A How-To-Do-It Manual for Librarians. Second Edition. Neal-Schuman, 2018. ISBN: 978-0-8389-1565-3

Description
A practical guide for marketing library resources, this new edition has been updated with additional marketing plan examples for public, community college, technical college, and university academic libraries.

Table of Contents 

Part I    How to Design Your Marketing Plan

Chapter 1    Determine the Purpose of Your Marketing Plan

What You Can Discover about Your E-resources Right Now

• Usage Statistics
• Cost
• Cost-Per-Use
• Advanced Data Considerations

Speak with One Message
Everybody Does the Marketing
When Does the Marketing Happen?
Be Mindful of Competing Interests
The Evolving Formats and Methods of E-content Delivery
Marketing Makes Your Patrons Smarter
Gather the Troops
References

Chapter 2    Fashion Your Marketing Plan

Components of a Marketing Plan

• Project Description
• Current Market
• SWOT Analysis
• Target Market
• Goals
• Strategy
• Action Plan
• Measurement
• Assessment

Recommended Resources for Further Reading
References

Chapter 3    Implement Your Marketing Plan

Components of a Marketing Plan, with Examples

• Project Description
• Current Market
• SWOT Analysis
• Target Market   
• Goals
• Strategy
• Action Plan
• Measurement
• Assessment

Marketing Your Electronic Resources Can Change Your Library
Recommended Resources for Further Reading
References

Chapter 4    Construct Your Written Marketing Plan Report

Write for Your Audience
Address the Components in Your Report

• Executive Summary
• Current Market and Target Market
• Goals, Strategies, and Proposed Measurements
• Timeline, Staff, and Budget

This Marketing Grant Request Form Caught Our Eyes!
Wrap It Up

Chapter 5    Assess Your Marketing Plan

First, Take a Good, Long, Hard Look at Your Library Website

• About Social Media for Marketing
• Changing Your Web Presence

Then, Take a Good, Long, Hard Look at Your Electronic Resources
Now, Ask Yourself Assessment Questions

• A Rubric May Help
• Some Practical Considerations for the Assessment of Your Marketing Plan

Market Your Electronic Resources Ethically
Recommended Resources for Further Reading and Support
References

Chapter 6    Revise and Update Your Marketing Plan (“Lather, Rinse, and Repeat”)

Give Yourself Time to Think

• Project Description
• Current Market
• SWOT Analysis
• Target Market
• Goals
• Strategy
• Action Plan
• Measurement
• Assessment

Revise Your Plan
Communicate Your Successes or Failures in Marketing
References

Part II    Sample Marketing Plan Reports

Example 1    Marketing Plan from an All-Electronic Library: Statewide Marketing and Communications Plan, NOVELNY: New York Online Virtual Electronic Library

Goals and Objectives
Campaign Planning
Research Overview
Situation Analysis
Barriers to Access and Use
OCLC Study Provides Clear Direction
Ten Issues: Ten Strategies
Mass Customization and Segmenting the Market
Target Audience: General Consumer Population
Target Audience: Executive Office, State Legislature Elected Officials and Aides, and Board of Regents
Target Audience: Public Librarians
Target Audience: Business and Economic Development Sector
Target Audience: Academic Librarians, College Administrators, and College and University Librarians and Teaching Faculty
Target Audience: Teachers, Administrators, Students, and Parents in Elementary, Middle, and High Schools; Homeschoolers and Parent-Teacher Associations
Target Audience: Parents of One Million Plus Children in Statewide Summer Reading Program

Example 2    Marketing Plan from a Public Library, Sample 1: Winnetka-Northfield Public Library District, “Building a Buzz”

Introduction
Goals
Objectives
Key Audiences
Message
Strategies
Tools
Budget
Impact
Lessons Learned

Example 3    Marketing Plan from a Public Library, Sample 2: Worthington Libraries 2012 Communications and Development Plan

Community Relations Department Staff
Plan Focus Areas
Fundraising and Development
Programming
Public Relations and Marketing
Partnerships and Outreach

Example 4    Marketing Plan from a Community College Library: Maricopa Community College District Electronic Resources Committee Marketing Plan, 2013–2016

Introduction
Internal Audiences
Desired Behaviors and Attitudes
Communication Goals
Measures
Communication Channels
MCCCD District System-Level Strategies/Initiatives
The MCCCD 2013–2016 Strategic Planning Goals
ERC Strategic Plan Objective
Implementation Strategies

Example 5    Marketing Plan from a University Library, Sample 1: Milner Library, Illinois State University 2012–2014 Marketing Plan

Introduction
Objectives
Marketing Strategies
Forms of Publicity
Assessment/Evaluation
Target Audiences
Media Contacts
Public Relations and Marketing Unit Team Members

• Appendix 1: Milner Library Logo
• Appendix 2: Activity Planning Feedback
• Appendix 3: Speaker Assessment Form
• Appendix 4: Target Audience/Specific Media
• Appendix 5: Media Contacts
• Appendix 6: Marketing Timeline for Standing Annual Activities
• Appendix 7: Public Relations/Marketing Request
• Appendix 8: Flier Posting Information; Mailbox Stuffing Information
• Appendix 9: Table Tent Guidelines for Campus Dining Halls

Example 6    Marketing Plan from a Regional Technical College in Ireland: Galway-Mayo Institute of Technology Library Marketing Plan

Summary
Strategic Overview
Terms of Reference and Scope
GMIT Library SWOT Analysis
GMIT Library’s Main Competitors
Target Markets: User Groups
Analysis of Current Marketing Strategies
Target Market: Undergraduates

Example 7    Marketing Plan from a University Library, Sample 2: Marketing Plan for Kanopy, William H. Hannon Library, Spring–Fall 2016

Executive Summary
Current Market
Target Market
Goals
Strategies
Proposed Measurements
Timeline
Staff
Budget
Summary

• Appendix A: Kanopy Flyer for Circulation Desk
• Appendix B: Sample E-mail to Faculty Library Representatives
• Appendix C: Digital Signage
• Appendix D: Library Blog Post Draft
• Appendix E: Kanopy Social Media Post

Fundamentals of Electronic Resources Management

Verminski, Alana and Kelly Marie Blanchat. Fundamentals of Electronic Resources Management. Neal-Schuman, 2017. ISBN: 978-0-8389-1541-7

Description
Part of the ALA Fundamentals Series, this is a hands-on guide to the continually evolving field of electronic resources management (ERM). Learn practical tips on vendor relations, licensing, usage statistics, and much more!

Table of Contents

Chapter 1    Getting Your Feet Wet: A Background in Electronic Resources Management
Chapter 2    Ways to Pay: Understanding Electronic Resources Purchase Models
Chapter 3    Evaluating Content, Old and New
Chapter 4    Changing the Rules: Selecting and Managing Open Access Resources
Chapter 5    Negotiation and Licensing for Electronic Resources
Chapter 6    Keeping the Lights On: Setting Up and Maintaining Access
Chapter 7    Making Sense of Electronic Resources Usage Statistics: COUNTER and Beyond
Chapter 8    What You Might Want to Ask a Library Vendor (But Never Thought You Could)
Chapter 9    Techniques and Tools for Marketing Electronic Resources
Chapter 10    Emerging Trends and the Impact of Change on Electronic Resources Management
Appendix A    University of North Texas Libraries Open Access Resource Rubric
Appendix B    License Review Checklist
Glossary    Acronyms and Everyday Jargon—Things Every Electronic Resources Librarian Should Know

Guide to Electronic Resource Management

Ross, Sheri V.T. and Sarah W. Sutton. Guide to Electronic Resource Management. Libraries Unlimited, 2016. ISBN: 978-1-4408-3958-0

Description
This book offers step-by-step guidance for overseeing collection development of electronic resources with a special focus on activities revolving around the life cycle of the materials, such as identifying and evaluating appropriate resources; managing the knowledge base, link resolver, discovery layer, and administrative accounts for each resource; and gathering and analyzing usage statistics and other assessment data. Content includes a chapter on communicating with authors, funding sources, publishers, and libraries regarding digital rights and access to texts.

Table of Contents 

1. Emergence and entrenchment of electronic resources in libraries
2. The information environment
3. Information standards
4. Identifying and selecting electronic resources
5. Acquiring and licensing electronic resources
6. Providing access to electronic resources
7. Managing access and discovery
8. Assessing electronic resources
9. Preserving electronic resources
10. Scholarly communication
11. Future directions of electronic resources management.

Shared Collections: Collaborative Stewardship

Shared Collections: Collaborative Stewardship, Hale, Dawn, ed. Chicago: ALA Editions, 2016. 025.21 Share  ISBN9780838914038

Libraries and the organizations that provide services to them are devoting more attention to system-wide organization of collections—whether the "system" is a consortium, a region or a country.  As a strategy for saving space and money while expanding access to additional materials and resources, the value of shared collections is indubitable. This collected volume from the Association of Library Collections & Technical Services (ALCTS) spotlights the histories and experiences of several collaborations at academic libraries. Contributors share winning strategies for intentional decision-making in developing and managing shared collections, both print and digital, with expert guidance such as:

·        analysis of six consortia case studies, ranging from giants like CIC and CARL to regional collaborations like the State of Maine and Manhattan research libraries

·        elements to address in a memo of understanding among participating institutions

·        risk assessment methodologies that enable institutions to focus local resources where they will provide the greatest return; and

·        costs to anticipate for budgeting, such as collection analysis, space, validation, transport, staff, and administration.

 

Implementing Web-Scale Discovery Services: A Practical Guide for Librarians

Thompson, Jolinda. Implementing Web-Scale Discovery Services: A Practical Guide for Librarians. Rowman & Littlefield, 2014. ISBN: 978-0-8108-9126-5

Description
This book offers a great introduction to web-scale discovery services, including easy to understand descriptions of their structure and scope. It offers an easy to follow guide for librarians seeking to evaluate, purchase, and implement a web-scale discovery service. It presents the information in check lists, decision trees, and quotes from early adopters, and includes information on how to customize these systems to meet each library’s specific needs. It also provides a basic overview of four products: 

• EBSCO Discovery Service
• Primo, Ex Libris
• Summon, ProQuest
• WorldCat Discovery Service, OCLC 

Table of Contents

Chapter 1: The Evolution of Web-Scale Discovery in Libraries
Chapter 2: A Closer Look at Web-Scale Discovery Options
Chapter 3: Making the Best Content Match for Your Library
Chapter 4: Evaluating the Discovery Layer
Chapter 5: Other Important Web-Scale Discovery Service Features and Functions
Chapter 6: Selecting and Purchasing a Web-Scale Discovery Service
Chapter 7: Configuring System Content Integration and Customization for Local Needs
Chapter 8: Configuring and Branding the Discovery Layer
Chapter 9: Introducing the Service to Users
Chapter 10: Usability Testing of Web-Scale Discovery Services
Chapter 11: Maintaining a Web-Scale Discovery Service
Chapter 12: The Future of Web-Scale Discovery

Ebooks and the School Library Program

Leverkus, Cathy, and Shannon Acedo. Ebooks and the School Library Program: A Practical Guide for the School Librarian. Chicago: American Association of School Librarians, 2013.
ISBN: 978-0-8389-8672-1

Publisher's Description

Whether you have an interest in starting an ebook collection for your school library program or are working on enhancing an ebook collection you’ve already established, this handbook is for you. The world of ebooks is both vast and intricate. Exploring the many articles concerning ebook publication, vendors, devices, and copyright laws can be overwhelming. The writers of Ebooks and the School Library Program have organized their learning to share with their peers from several years of building ebook collections for their individual school library programs. This guide will help familiarize school librarians with ebooks and facilitate decision-making about their ebook collections in a rapidly changing landscape.

Table of Contents

INTRODUCTION

Chapter 1: What is an Ebook?

Chapter 2: Sources of Ebooks

Chapter 3: Why Purchase Ebooks?

Chapter 4: Ebooks and Self-Publishing

Chapter 5: Ebook Devices

Chapter 6: Device Distribution and Technological Factors

Chapter 7: Ebook Circulation/Access

Chapter 8: Developing an Ebook Collection

Chapter 9: Ebook Acquisition

Chapter 10: One-Time ‘Purchase’ or Annual Subscription?

Chapter 11: Cataloging Ebooks

Chapter 12: Budgetary Factors

Chapter 13: Librarian Support Groups—Learning From Peers

Chapter 14: Legal and Ethical Considerations

Chapter 15: Fast-Changing Landscape

Chapter 16: Musings: Larger Philosophical Questions, Future Challenges, Concerns, and Developments

Chapter 17: Conclusion

WORKS CITED

Appendix A: Resources

Appendix B: Publications from AASL

Appendix C: AASL Position Statement on Digital Content and E-books in School Library Collections

Appendix D: Glossary

Appendix E: Index

Appendix F: Tables & Figures

Evaluating E-resources

Evaluating E-resources. SPEC kit 316. Association of Research Libraries, July 2010. 

Description:
This SPEC Kit re-examines the ways in which ARL member libraries have (re)structured themselves to identify the availability of new e-resources in the market; evaluate them as candidates for acquisition; decide to acquire/purchase the e-resources; evaluate them prior to their renewal to determine their continued utility; and publicize or market the new e-resources. Nearly identical questions were posed regarding purchases/licensing by consortia and by individual libraries, enabling comparisons in process to be made. It includes documentation from respondents in the form of e-resource selection policies, e-resource request and evaluation procedures, descriptions of library and consortia e-resource selectors, job descriptions, and promotional methods.

Table of Contents

Developing and Managing Electronic Collections: The Essentials

Johnson, Peggy.  Developing and Managing Electronic Collections: The Essentials.  Chicago: ALA, 2013  025.284 Johns  ISBN 9780838911907

The complex issues associated with developing and managing electronic collections deserve special treatment, and library collection authority Peggy Johnson rises to the challenge with a book sure to become a benchmark for excellence. Providing comprehensive coverage of key issues and decision points, she offers advice on best practices for developing and managing these important resources for libraries of all types and sizes. With an emphasis on practical solutions that will provide effective and timely access to online resources for library users, she presents an in-depth look at:

•     The fundamentals of electronic resource planning, selection, and evaluation
•   The evolving world of acquisition options, licenses, and contracts
•   Fostering and maintaining positive relationships with vendors and publishers
•  Budgeting and financial considerations, with guidance on how to collaborate across library organizational lines to acquire and manage e-content more efficiently

Tips, informational sidebars, and suggested reading lists accompany each chapter, and an extensive glossary defines essential terms and concepts.

Marketing Your Library’s Electronic Resources

Kennedy, Marie R. and Cheryl LaGuardia.  Marketing Your Library’s Electronic Resources.  Chicago: ALA, 2013.  025.284 Kenne    ISBN 9781555708894

It's often hard to juggle promoting a library's e-resources effectively at the same time as building basic visibility within the community it serves. Useful for librarians at any type of institution, this How-To-Do-It Manual guides readers through every step of developing, implementing, and evaluating plans to market e-resources in an approachable and user-friendly way. Kennedy and LaGuardia show how front line librarians can improve awareness of under-utilized resources and increase demand for more of the same, thereby encouraging increased funding. Their book includes:

• Four complete programs from both public and academic libraries
•  A step-by-step organization guide, with a variety of feedback and assessment forms which can be used as models
• Numerous examples of well-executed plans and outcomes