Managing Electronic Resources for Public Libraries: Part 2
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This document provides information on managing electronic resources for public libraries. It discusses collecting and analyzing usage statistics on a regular basis, being aware of vendors' usage statistics modules, and standards like COUNTER and SUSHI. Key metrics for evaluation are identified. Maintaining professional relationships with vendors and negotiating contracts and renewals is also covered. Other topics include discovery services, federated searching, collection development policies, and ways to stay up-to-date in the field.
Managing Electronic Resources for Public Libraries: Part 2
- 1. Managing Electronic Resources for Public Libraries Presented by Michael Santangelo For ALA Editions Session #2: March 14, 2012
- 2. Session #2
- 3. Usage Statistics and Evaluation Collect data on a regular basis Yearly Monthly Quarterly Based on need Post data so everyone can view it Be aware of the usage statistics collection and the usage statistical modules of each of your vendors Annual Round Up: Success, Mediocrity, Needs Improvement, and Cancel It.
- 4. Usage Statistics and Evaluation COUNTER and SUSHI Academic and research libraries’ usage statistics standards and methods COUNTER: Counting Online Usage on NeTworked Electronic Resources “ {COUNTER} is an international initiative serving librarians, publishers and intermediaries by setting standards that facilitate the recording and reporting of online usage statistics in a consistent, credible and compatible way.” * Check out http://www.projectcounter.org. Make sure your vendor is COUNTER Compliant SUSHI: Standardized Usage Statistics Harvesting Initiative Developed by NISO (National Information Standards Organization) *About COUNTER. (2012). Retrieved March COUNTER Works in conjunction with 11, 2012, from Analogy: COUNTER is the rule (what) and SUSHI is the http://www.projectcounter.org/about
- 5. Usage Statistics and Evaluation What’s Important? Searches Sessions Downloads Article Views Page Views Remote Access and In Library Access Journal Usage Subject Usage Unique users Length of Use (Online Learning Tools) Turn away rate (may need more seats)
- 6. Usage Statistics and Evaluation Should be viewed in relation to the specific product or nature of the product Aggregator vs. Original Contact vs. Online Learning Tool How unique is the tool Important Considerations for Success Cost per Search, Session, and Download (View) Session: important for online learning tools Downloads and Article Views: important for aggregators Mostly staff use versus public use Unique content versus popular content/tools Compare searches, session, and downloads (views): picture of user success Statistics on added features: worth it or not? Labor! Staff time!
- 7. Vendor Relationships Professional: do not personalize Transparent: no secrets Remind sale representatives that negotiations are a matter of public record Supervisors should be fully aware of all vendor contact and discussions Review institutional or local/state gift policy Review local/state ethical guidelines for dealing with vendors Institution speaks as one voice Sales representatives should be aware of approved contacts: one individual or specific individuals in your institution You should be aware of approved contact at the vendor’s organization
- 8. Vendor Relationships Conscientious of vendor’s dealing with all departments within your institution. Awareness of vendor’s timeline End of vendor’s fiscal year may mean better deals Or rushed negotiations Problems with sales representative Let your supervisor know of any problems Do request another sales representative or account representative if inappropriate behavior or ineffective management arises Put complaints, questions, and requests in writing Do not blame sales representative for a corporation’s policies or recent scandals Make sure you understand what is being discussed at all times Golden Rule: fairness and courtesy
- 10. Contract Negotiation Toolkit Statistics Usage statistics related to the product (Renewals) Up-to-date population statistics Including school age population numbers Cardholder Statistics By age level: adult, teenager, children, and seniors. Environmental scan: what other comparable systems subscribe to a specific resource Facts about a resource’s holdings Knowledge of competitors’ products
- 11. Contract Negotiation Toolkit Be certain of the following Recent content changes: additions and deletions Embargo changes Exclusives or loss of exclusives Recent interface changes Institutional history with vendor Recent changes in administrative modules and statistical collection Which journals are most important to you Examples of double charging for content What are your institutions priorities as concerns electronic resources: afterschool tools, lifelong learning, career resources
- 12. The Contract Meet with library’s counsel and procurement officers Have a sense from your contract specialist what is acceptable for terms and process for contract approval Research having a boilerplate contract for all vendors E-Resources manager should be able to take a first pass over contract to investigate obvious omissions or mistakes Make sure to have duplicate copies: one for your institution's files and one for the vendor. Your copy can be a photocopy Share institutional payment process with your
- 13. The Contract Important Stipulations to consider for each contract Library properly named in the contract Vendor properly named in the contract Correct pricing information included Payment terms Correct subscription dates included Applicable jurisdiction is your state and local area Unlock the agreement: renewals should not be automatic Library should have until expiration date to renew Define acceptable users: all staff, all registered cardholders, in library walk-ins (guests), and remote users through the library’s web site.
- 14. Renewals Stick to your own timeline and not the vendors Review usage statistics prior to decision-making Consult advisory committee Speak to public service colleagues Match negotiation to usage Discuss usage openly with the vendor Lower pricing may better justify usage Address technical support history and unfulfilled agreements Negotiate beyond price: additional content, products, extend subscription period (14 months for the price of 12)
- 15. E-Journal Discovery Services (A to Z) Pulls out links to electronic journals from aggregation databases and organizes into one comprehensive A-to-Z listing Provides MARC records for each electronic journal for your OPAC Direct access to electronic journals for users Publication Search (Not by subject or keyword) Popular Products: Serials Solution’s 360 Core (MARC Updates), Ebscohost’s A-to-Z, Journal Finder (WT Cox) Administrative module needs constant updating as holdings change frequently Helps maintain and reflect changes in vendor coverage Set up and troubleshooting are time consuming Helps view duplication and gaps in more detail Requires collaboration with cataloging department as regards MARC record uploading
- 23. Federated Searching Service that allows a search to be conducted in more than one electronic resource at the same time Similar to a search engine experience Services have improved significantly since the first products entered the library market Popular products: Serial Solution’s 360 Search, Ebscohost’s Integrated Search (EHIS), Webfeat (Serials Solutions), Deep Web Technologies'’ Explorit Positives: Mimics Google experience for users Users experience full breadth of electronic resources offerings Negatives: False hits and Inflated Usage Overwhelms user with results Authentication issues Duplication of results Alternatives: Vendor specific cross searches. Examples: Gale Power Search or Grolier Online
- 25. Electronic Resources Collection Development Policy Presents an institutional vision of electronic resources Accountability for the institutional as a whole and not just individuals Sets common standards and goals for every department and colleague as concerns electronic resources Lets your patrons and local officials know your mission and focus as concerns electronic resources May be used with vendors to emphasize or de- emphasize particular subjects, features, or
- 26. Electronic Resources Collection Development Policy Can be a part of your overall collection development policy or a separate document Many models to use and academic institutions offer some of the best examples Be sure to keep it consistent with the process and format of your other institutional policies This should be a collaborative effort at your institution
- 28. Electronic Resources Collection Development Policy
- 30. Keeping up-to-date, Keeping active Electronic Resources Topics and Issues Library Journal’s Digital Shift Bookseller Briefing Booklist Blogs Librarian in Black (Sarah Houghton) Information Wants to Be Free (Meredith Farkas) Librarian By Day (Bobbi Newman) Stephen’s Lighthouse (Stephen Abrams) TeleRead (eBooks) MobyLives (Dennis Johnson of Melville House) Library Renewal Booklist’s Points of Reference
- 31. Keeping Up-to-Date, Keeping Active Developments on specific products Vendor emails, newsletters, blogs, conferences, webinars , product user groups, advisory councils Library Journal Information Today Reviews of new products Library Journal—Cheryl LaGuardia’s blog Charleston Advisor Booklist Technology Updates CNET PC Mag
- 32. Keeping Up-to-Date and Keeping Active Colleagues Email Discussion Lists ALA LITA Electronic Resources Management Discussion Group ALCTS Electronic Resources Management Interest Group RUSA MARS Management of Electronic Resources and Services ULC’s Collection Development List State Listservs Create your own from colleagues in your local area or in similar libraries Consortium discussion lists Wikipedia Helps with new terms or new terms to you o Example Open Url, Link resolver PLA TechNotes
- 33. Keeping Up-to-date and Keeping Active Conferences American Library Association RUSA and ALCTS PLA Computers in Libraries (Information Today: East Coast) Internet Librarian (Information Today: West Coast) Digital Book World Digipalooza (Overdrive) IDPF (International Digital Publishing Forum) Charleston Conference State Library Association Conferences
- 34. E-book Addendum E-Book Platforms Popular versus Reference Popular: Overdrive, 3M, Freading, Baker and Taylor Reference/Academic/Technical: Gale Virtual Reference Library, E-Books on Ebscohost, eBrary, Safari Too many platforms may confuse your users and may overwhelm staff Each platform may require separate instructions and staff training Pay attention to platform fees Check for local and statewide consortia opportunities
- 35. E-Book Addendum E-Readers and Tablets Major players: iPad, nook, Kindle, Kobo, Sony Reader, and various android tablets Mobile device compatibility Downloading methods: wireless, app, or side loading Must be compatible with major devices (Kindle exception) Formats: PDF, ePUB, Kindle, Open ePUB, Open PDF Pricing Models: simultaneous usage, one copy/one user, perpetual access, limited licensing, pay per use, and ownership Staffing costs: content selection, troubleshooting and being aware of latest developments are time consuming and must be factored into decisions regarding eBook platforms
- 36. Current Issues Exclusives and Embargoes Monopolies Privacy and Confidentiality Integration Platforms (How many is too many?)
- 37. Questions
- 38. Contact Information Michael Santangelo Electronic Resources Analyst Brooklyn Public Library m.santangelo@brooklynpubliclibrary.org