the path of least resistence: using available tools to support the e-resources lifecycle
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Tessa Minchew, North Carolina State University
Sofi a Slutskaya, Georgia Perimeter College
THE PATH OF LEAST RESISTANCE:
USING AVAILABLE TOOLS TO SUPPORT THE
E-RESOURCES LIFECYCLE
NCSU LIBRARIES
Research university, Raleigh, NC3 physical campuses & online programsHead count - 28,618 ; FTE - 26,167Approx. 470 managed databases, 8100 managed e-
journal subscriptions, and 827,698 e-books in addition to collections of datasets, digital images, streaming media
78 databases & 192,597 ebooks and journals available through NCLIVE
FY 2013 e-resources expenditures - $7,750,000+E-resources management tasks distributed (to
varying degrees) between 5 librarians and 17 staff members
GPC LIBRARIES
Community college in metro Atlanta5 physical campuses & online programsHead count - 22,000 ; FTE - 15,50023 managed databases and approx. 100,000 e-books86 databases and 30,000 e-books, 19,000 streaming
media through GALILEOFY 2013 e-resources expenditures – approx.
$119,000E-resources management tasks handled by 1
librarian
Pesch, O. (2009). ERMs and the e-resource life-cycle [Powerpoint slides]. Retrieved from http://tinyurl.com/ERLifeCycle
MS Access
NCSU: Administer (Cancellations & Package
Management)
GPC: Acquire & Administer(ERM)
Wikis(Confluenc
e &
LibGuides)
NCSU: Administer & Provide support
(Electronic Resources Hub)
GPC: Acquire, Administer & Evaluate Monitor
(Selection/Deselection)
Trello
NCSU: Acquire & Administer(Package Management &
Licensing)
GPC: Acquire, Administer & Evaluate Monitor
(Selection/Deselection)
GPC LIBRARIES E-RESOURCE MANAGEMENT
ERMes - Electronic Resource Management System (University of Wisconsin-La Crosse).
Ideal for small organizations in which 1-2 people will be editing ERM data.
MS Access does not require web or server space for hosting.
Works well for managing databases, e-journals and e-books at the package level.
Great for tracking databases, administrative information, logins and contacts.
Limitations No alert system. Doesn’t scale well.
NCSU LIBRARIES 2014-2015 JOURNALS
CANCELLATION PROJECT DATABASETold to expect $750,000 in cuts to FY 2014/2015
collections budget (about 7.5% of the 2013/2014 allocation).
Input solicited from NCSU community on journals proposed for cancellation. Over 10,000 rankings received.
In early September 2014, 750 journals were selected for cancellation along with 100 databases.
Journal cancellation work was distributed over 7 staff members using an MS Access database that divided the project into format and phase.
NCSU LIBRARIES PACKAGE CHANGES DATABASE
Acquisitions & Discovery manages 21 active packages.
7 staff members are each assigned one or more packages to manage.
Package management includes ordering, licensing, access setup, access maintenance, title change work and renewal.
Order changes compiled & distributed to staff in Excel spreadsheet prior to 2015.
Experimenting with Access database for these changes beginning in 2015.
NCSU LIBRARIES ELECTRONIC RESOURCE HUB
Prior to the Electronic Resource Hub, information was spread across multiple wikis, paper fi les, and shared drive folders.
End result of Christenna Hutchins’ Pathways project.Finished in approximately 3 - 4 months in the
spring/summer of 2011. Intended to be a dashboard environment to track or
link to all information related to the purchase and management of electronic resources.
LIBGUIDES
http://springshare.com/libguides/Aff ordable, user-friendly content management
systemHighly customizable interface that allows for sharing
and reusing contentAlready available in many librariesWidely used by public services librarians
GPC LIBRARIES E-RESOURCES SELECTION LIBGUIDE
Easily accessible by all employed in the libraryLibguides is used
as a communication tool to disseminate information about e-resources selection policies and current trials
to keep historical record of past trials and decisions made regarding selection/deselection of e-resources
to disseminate e-resources usage statistics.
Previous years
General Timeline
TRELLO OVERVIEW
Cloud-based project management software tool with a very full-featured free level of access.
Multiple boards, each board can have multiple lists, each list can have multiple cards, and each card can contain multiple pieces of data.
GPC LIBRARIES TRIAL MANAGEMENT TRELLO BOARD
GPC is piloting Trello to manage new e-resources trials
Also setting up boards to manage renewals, cancelations and new subscriptions Trials New Subscriptions/Renewals/Cancelations
NCSU LIBRARIES LICENSING & PACKAGE
MANAGEMENT TRELLO BOARDSNCSU piloted Trello usage with Serials Unit Projects
board, then moved onto Licensing and Package Management. Package Management Trello Board License Team Trello Board
QUESTIONS?
Tessa Minchew: tlminche@ncsu.edu
Sofia Slutskaya: sofia.slutskaya@gpc.edu
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