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- Description
- Table of Contents
- About the authors
- Reviews
Growing Open Access (OA) options, Big Deal price pressure, fluid e-book purchasing models, and the need for ongoing assessment: it all adds up to a lot of moving parts. More than ever, you need a pragmatic framework for managing the many details of your online materials. TERMS—Techniques for Electronic Resource Management Systems—gave you one. Now its creators, incorporating five years of notes and input from many voices in the field, have updated their influential lifecycle model. In six sections you will circle through selection, procurement and licensing, implementation, troubleshooting, evaluation, and preservation and sustainability. Offering targeted guidance on both basic and complex issues, this book’s topics include
- ways to fold OA management into traditional library practice;
- accommodating the range of new purchasing models;
- the relative weight of 13 factors when negotiating with vendors;
- understanding deal-breakers and knowing when to walk away;
- assessment after COUNTER 5 and bibliometrics;
- criteria for making decisions on preservation and sustainability;
- managing streaming media; and
- six major developments to watch as the field evolves.
Whether a single team manages electronic resources or responsibility is spread across your library, this book will be your go-to ERM reference.
List of Illustrations
Acknowledgments
1. What’s New with TERMS
Influence of TERMs
Intention
Structural Updates
Audience
Design
Notes
2. Investigating New Content for Purchase and Addition
Introduction
1. Request
2. Developing Selection Criteria
3. Completing the Review Form
4. Analyzing and Reviewing
5. Establishing a Trial and Contacting Vendors
6. Making a Decision
Notes
3. Purchasing and Licensing
Introduction
1. Establishing Negotiation Criteria
2. Common Points of Negotiation in License Agreements
3. License Review and Signature
4. Negotiating and Renegotiating Contracts
5. Working with Other Departments and Areas on Resource Contracts
6. Recording Administrative Metadata
Notes
4. Implementation
Introduction
1. Access
2. Descriptive Metadata Management
3. Administrative Portals and Metadata
4. Subject Portals, Reading Lists Management Systems, Courseware, and Local Digital Collections Discovery
5. Testing Access
6. Branding and Marketing
Notes
5. Troubleshooting
Introduction
1. A Systematic Approach to Troubleshooting
2. Common Problems
3.Metadata
4.Tools for Troubleshooting
5. Communication in Troubleshooting
6. Negative Impact of End Users Giving Up
Notes
6. Assessment
Introduction
1. Performance of the Resource against the Selection Criteria and Troubleshooting Feedback
2. Usage Statistics
3. Cost per Download
4. Non-Traditional Bibliometrics
5. Consultation
6. Cancellation Review
Notes
7. Preservation and Sustainability
Introduction
1. Choosing What to Preserve and Sustain
2. Developing Preservation and Sustainability Plans
3. Metadata Needed for Preservation
4. Local Preservation Options (Servers, Media Drives, LOCKSS/CLOCKSS, MetaArchive)
5. Cloud-Based Options (Archive-It, Portico, Media Portals, DPLA Hubs, Shared Preservation Structure)
6. Exit Strategy
Notes
8. Conclusion
The Next Major Collection Topic: Data and Other Scholarly Outputs
The Next Major Procurement and Licensing Topic: Significant OA Growth
The Next Major Implementation Topics: Knowledge Bases and Persistent Identifiers
The Next Major Assessment Topics: COUNTER Release 5 and Book Data Enhancements
The Next Major Troubleshooting Topic: Web Browser Plug-ins
The Next Major Preservation Topic: Preservation of Non-Traditional Scholarly Outputs
Open Access as a Real Alternative?
Notes
Glossary
About the Authors
Index
"Brings a lot of detailed information together into a useful framework, and is written clearly enough to be useful to experts, while still digestible to the uninitiated. For technical services librarians directly involved in the management of electronic resources, it should be required reading. Librarians in adjacent disciplines such as cataloging, acquisitions, and preservation also will find this work helpful, because it traces the many ways in which these resources affect every aspect of library technical services work.”
— Technicalities
"This detailed treatment of the process of managing electronic resources in libraries is required reading for librarians who purchase or support electronic resources.”
— CHOICE
"The technical substance of this book makes it almost required reading for librarians to keep up to date with the current thinking on administrative librarianship.”
— Catholic Library World