Electronic Resources: Librarians and Vendors Round Table Issues and standards

1. It’s all about: Metadata Standards and Best Practice for E-Resources Improving Discoverability and Accessibility of E-content Electronic Resources: Librarians and Vendors Round Table Issues and standards Background & Workshop: Shi Deng Survey Report: Chengzhi Wang Task Force Draft Plan for Input: Bie-Hwa Ma Thursday, March 27, 2014

2. BackgroundCEAL Task Force on Metadata Standards and Best Practices for East Asian Electronic Resources Proposed by Bie-Hwa Ma in 2012 CEAL CTP Annual program in her presentation Strengthening the Chinese Electronic Resources Supply Chain with Standards and Best Practices More groundwork was done by Bie-Hwa Ma to contact CTP and National group leaders CEAL Task Force was formed under CEAL Executive Board in Nov. 2013 Task Force Charges: Investigates the best practices, address the issues Promotes compliance with well-established metadata standards and best practices Liaison with national and international working groups Organize training workshops and educational programs

3. Workshop : The Start of ERMB Work “Workshop on Electronic Resources Standards and Best Practices”: held on Tuesday, March 25, 2014 Participant Demographics Covered Topics KBART, OpenURL, DOI, and IOTA Member presentation of CJK E-resources metadata and presentation problems that cause access and discovery issues PIE-J, ISSN, ISNI, and ORCID Survey results on vendor and librarian awareness of the E-resources standards and best practices Partial Workshop Evaluation

4. Survey: Towards Better Understanding of Issues & Standards Survey Report: Survey Goal Participant Demographics Preliminary Results in Some Major Aspects: Survey demographics Awareness of standards and best practices Compliance of standards and best practices Challenging issues that affect compliance Selected comments

5. Survey: Goal Environmental Scan: Survey as a Systematic Way to Get Empirical Data Preliminary Understanding of the Level of Awareness Where Are The Awareness Gaps of/between Librarians And Vendors, and How to Bridge Them Improving Understanding, Expanding Knowledge, Enhancing Skills, Determining Areas/Topics to Work on

6. Survey Demographics: 73 Participants of Library Survey

7. Survey Demographics: Library Survey Position

8. Library Survey: Languages of Resources Primarily Managed/Served

9. Survey Demographics: 22 Participants of Vendors Survey

10. Library Staff Survey Demographics: Library Survey & Vendor Survey Vendors/Publishers

11. Awareness of E-Resources Standards & Best Practices: Library and Vendors Are you aware that there are established national and international standards and best practices for describing electronic resources (or for providing bibliographic data)? Vendors/Publishers Library Staff

12. Compliance of Standards & Best Practices: Currently Follow & Interested in Following

13. Reasons Why Vendors not Complying with Standards & Best Practices

14. Selected Survey Comments: Expectations Librarian: Come up with a set of realistic and useful metadata standards suitable for East Asian languages and work with vendors for them to learn and implement the standards. Judging by the difficulty of enforcing full standards, it might be necessary to draft a set of “basic” or “minimal” requirements in addition to the full standards. Librarian: I hope there is a strong external pressure on Japanese publishers and libraries because I feel that there are many problems which cannot be solved if one has not been evolved like the creatures in the Galapagos Islands. Librarian: It will be nice if the TF can go over details and examples to help me actually take the survey if you are considering any follow-up survey. I need to (have) more basic and beginner level information about metadata standard and practices.

15. Selected Survey Comments: Expectations Support staff: Metadata for Display: simple descriptive, allowing contents in CJK. Metadata for Managing Records: Technical requirements and Preservation Information. Librarian: Most Japanese vendors have not yet been able to respond to the situation, and that creates many challenges. Librarian: With the strong support of the CEAL Task Force on Metadata Standards and Best Practices, more metadata standards for East Asian Electronic Resources will be promoted and applied. Thank you very much for your great efforts and hard work!

16. Selected Survey Comments: Further Explanations Librarian: Electronic resources are mostly managed by our main library. As a result, some of my answers related to vendors' services might not reflect the complete picture. Librarian: This survey made me realize what I need to start thinking about in terms of metadata availability and management, and how little I know about what's been available for some resources I acquire. It was little too technical for me at this point. I couldn't really answer any of above questions for J and K resources. And I am too fortunate to have e-resource and acquisitions colleagues to take care of metadata issues for English resources on Japan and Korea. So I wasn't able to provide good answer for English resources, either. I also found it kind of confusing not to be able to focus on one language if I were to provide the answer. Because of my vague understanding about metadata practice, I sometimes wasn't able to distinguish differences between several questions. I definitely need to learn more about the topic. So the survey questions will be useful to start learning about it. Thank you very much for your efforts and energy to create this comprehensive survey.

17. Draft PlanTo be finalized with your input! What the Task Force Plans to Do Sets up communication channels Creates cheat sheets of Standards and Best Practices Gathers comments in responseto calls for reviewing standards or best practices Holds CJK language Webinars on specific standards and best practices Pre-conference Workshops Information HUB at CEAL ERMB Task Force Website Promotes Collaboration

18. Possible 1-year Program A preconference workshop on certain e-resources metadata standards and best practices (MSBPs) CJK Webinar for those MSBPs Cheat sheets/checklists for those MSBPs Send comments related to CJK issues for new or revised E-R MSBPs

19. Communication & Collaboration => Win-Win-Win Outcome Opportunities for Communication and Collaboration 8/22 vendors knew and 9/22 would like to learn about E-Resources standards Although not currently compliant with standards, many vendors are interested in following them Most vendors think it more feasible to comply with the standards and best practices in the future products, but not for the established databases Let’s continue the communication and collaboration to achieve the Win-Win-Win Outcome for vendors/publishers, librarians, and ultimately, for our users

20. The Outcome and Our Prizes Compliance with Standards and Best Practices > Resolutions for Most Access/Discovery Issues > Usage Increase > Renewal and Better Sale

21. Request for Next Step for Roundtable One or more continued CEAL-sponsored platform for communication among librarians, publishers, and vendors

22. Thank You! Chengzhi Wang cw2165@columbia.edu Bie-Hwa Ma bcma@ucsd.edu Shi Deng sdeng@ucsd.edu