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E-resources Collection Management Anna Grigson E-resources Manager. E-resources Collection Management. What are e-resources? Where are e-resources? How do users find e-resources? How do we select e-resources? How do we buy e-resources? How do we manage e-resources? Policy Practicalities.
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E-resources Collection ManagementAnna GrigsonE-resources Manager
E-resources Collection Management What are e-resources? Where are e-resources? How do users find e-resources? How do we select e-resources? How do we buy e-resources? How do we manage e-resources? Policy Practicalities
What are e-resources? What different types of e-resources do you have at your institution?
What are e-resources? E-books – textbooks, monographs, reference works E-journals – scholarly journals, trade journals, magazines, newspapers Official documents – reports, standards, legislation, law reports, grey literature Multimedia – maps, music, sound, images, films, computer games Teaching materials – course packs, lecture notes, podcasts, tests, exam papers Research materials – datasets, theses, preprints, conference presentations Metadata – indexes, website directories, institutional repositories
Where are e-resources? Where are e-resources kept? • Online or offline? • Institution’s server or external website? How do users access them? • From on-campus, from home, from work? • Using a computer, an e-book reader, a mobile phone? • Via a screen or a screen reader?
How do users find e-resources? How do you search for e-resources?
How do users find e-resources? Where do users search? • Library catalogue, federated search, A-Z lists • VLEs, reading list systems, portals, institutional repositories • Union catalogues, bibliographic databases • Google, Amazon How do users search? • Full-text, abstracts or bibliographic metadata • Structured or unstructured metadata
What is an e-resources collection? Text and media Formal and informal publications Individual items, bits of items and collections Content and metadata In-house content and third-party content Owned, leased and free content
How do we select e-resources? • Quality and relevance • Availability • Licence • Access
How do we select e-resources? Availability What can we get in e-format? • Good availability – scholarly journals, STM • Increasing availability – special collections, multimedia, social sciences & humanities • Poor availability – trade journals, textbooks
How do we select e-resources? Licences What we can do with the content? Authorised users – staff, students, alumni, visitors Authorised site(s) – single or multi-site, campus or off-campus, UK or overseas Authorised uses – print, copy, ILLs, course packs Vendor’s responsibilities – maintaining the service Your responsibilities – monitoring for misuse
How do we select e-resources? Access Will users be able to access and use the resource easily? • Interface quality – quality of search, usability • Technical issues – accessibility, browser support, device support • Tools – downloading, printing, exporting to RefWorks • Authentication – IP, Athens, Shibboleth, password
How do we buy e-resources? Business Models Determine what we get for our money • Payment type – one-off purchase, subscription • Duration of access – perpetual, annual, pay-per-view • Extent of access – limited or unlimited, users or uses • Content – individual items, fixed collections, changing collections, pick n mix collections
How do we buy e-resources? Costs Determine what we can afford! • Price – VAT, currency fluctuations • Additional fees – access fees, maintenance fees • Terms – multi-year deals, minimum spend, link to print, price caps • Deals – consortia discounts, national deals, open access
Who selects and buys e-resources? Who selects content? • Subject librarians • E-resources team • Users Who buys content? • Acquisitions staff • Journals staff • E-resources team
How do we make e-resources findable? Do we need to catalogue e-resources? What metadata do we need? • MARC, XML, Dublin Core, ONIX How do we get metadata? • In-house, vendor MARC records, Knowledge Bases How do we link users from search results to content? • Deep links, link resolvers, OpenURLs and DOIs
How do we know if e-resources are being used? Data – number of searches / sessions / full-text accesses, search terms Sources – from vendors, from library systems Standards – COUNTER, ICOLC, SUSHI Analysis – most popular resources, value for money
How do we preserve our e-resources? Right to access content? • Risks – no rights, terms change • Solutions – licence, codes of practice Ability to access content? • Risks – technical or commercial failure • Solutions – local hosting, archives (LOCKSS, Portico)
Who manages e-resources? Who catalogues resources? • Cataloguers • E-resources team Who maintains the collection? • E-resources team • Systems & IT teams Who promotes e-resources and trains users? • E-resources team • Subject librarians
Who manages e-resources? What systems do they use? • existing LMS • ERM system • spreadsheets
What is an e-resources collection policy? • Defines why we have a collection • whose needs it should meet – staff, students, visitors • what needs should it meet – teaching, learning and research • Is determined by high-level information strategy • Determines selection and preservation decisions • Acts as a quality benchmark • is the collection ‘fit for purpose’ • how does it compare to other institutions
What is an e-resources collection policy? • User needs • who are the users and what do they need? • where and how they want access? • Range of content • which subjects? • which formats – print, online or both? new resources or old?
What is an e-resources collection policy? • Holdings and access • where is access available – in-house or in other libraries? • who gets access? • how long do we need to maintain access? • Budget • Funds – separate print / e funds? for each department? • Planning – currency / VAT variations, multi-year deals • Running costs – space costs vs staff / support costs
