![Page 1: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/1.jpg)
Engineering Synthesis:
Large-Scale Electronic Resources Management
Presented by Colleen Major & Susan Marcin
Electronic Resources LibrariansColumbia University Libraries
November 4, 2011
![Page 2: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/2.jpg)
Agenda
● E-Resources at Columbia University ● Managing E-Resources Through the Years ● Current Methods & Tools to Streamline Processes ● Positive Front-End User Experience ● 2CUL: Collaborative E-Resources Management● Take-Away Points
![Page 3: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/3.jpg)
A Snapshot: E-Resources at Columbia University
![Page 4: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/4.jpg)
Through the years...
Systems, staffing, & budgeting
Photo by Alan C. Teeple, released under the GNU Free Documentation License
Image (musical notes): Some rights reserved by Vectorportal
![Page 5: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/5.jpg)
FY 2007 Staffing
Image: Some rights reserved by Barnabus, Slayer of 3vil
![Page 6: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/6.jpg)
FY 2007 Systems
● Ex Libris for: openURL, ERM, ILS● Serials Solutions: 360 MARC records● Locally developed Databases page, E-Journal Portal
![Page 7: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/7.jpg)
FY 2007 Budget
![Page 8: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/8.jpg)
FY 2008 Staffing
Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M
![Page 9: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/9.jpg)
FY 2008 Systems
● Ex Libris for: openURL, ILS, federated search● Serials Solutions: 360 MARC records, ERM● ScholarlyStats● Locally developed Databases page, E-resources order form,
E-Journal Portal
![Page 10: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/10.jpg)
FY 2008 Budget
![Page 11: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/11.jpg)
FY 2009 Staffing
Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M
![Page 12: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/12.jpg)
FY 2009 Systems
● Serials Solutions 360 for: openURL, ERM, MARC● Ex Libris for: ILS, federated searching● ScholarlyStats ● Locally developed Databases page, E-resources order form,
E-Journal Portal
![Page 13: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/13.jpg)
FY 2009 Budget
![Page 14: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/14.jpg)
FY 2010 Staffing
● 3-ish staff● 2 full-time + 2
"borrowed" part-time from another library department
Image: Some rights reserved by Cushing Memorial Library and Archives, Texas A&M
![Page 15: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/15.jpg)
FY 2010 Systems
● Serials Solutions 360 for: openURL, ERM, MARC, Statistics, Summon Web-Scale Discovery, E-Journal Portal
● Ex Libris for: ILS, federated searching● ScholarlyStats● Locally developed Databases page, E-resources order form
![Page 16: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/16.jpg)
FY 2010 Budget
![Page 17: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/17.jpg)
FY 2011 Staffing
We have 2 librarians and 4 staff, but we could still use a few more people in the department.
![Page 18: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/18.jpg)
FY 2011 Systems
● Serials Solutions 360 for: openURL, ERM, MARC, Statistics, Summon Web-Scale Discovery, E-Journal Portal
● Ex Libris for: ILS, federated searching● Locally developed Databases page, E-resources order form
![Page 19: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/19.jpg)
FY 2011 Budget
* Estimated -- Actual ARL stats not available at time of presentation
![Page 20: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/20.jpg)
Current Methods & Tools to Streamline Internal Processes
Image: Some rights reserved by rachel_thecat
![Page 21: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/21.jpg)
Ordering
![Page 22: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/22.jpg)
Ordering
![Page 23: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/23.jpg)
Cancellation Form
![Page 24: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/24.jpg)
Cancellation Spreadsheet
![Page 25: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/25.jpg)
Renewal Calendar
![Page 26: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/26.jpg)
Problem Reporting
![Page 27: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/27.jpg)
What we see when e-resource problem report is submitted
![Page 28: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/28.jpg)
Problem reporting wiki
![Page 29: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/29.jpg)
Licensing
![Page 30: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/30.jpg)
Positive front-end user experience
Image: Some rights reserved by giopuo
Post-it® says "campanello" (doorbell). This design offered such a positive user experience, it demanded a label.
![Page 31: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/31.jpg)
E-Resources Interface Working Group
![Page 32: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/32.jpg)
Database Interface Advisory Group
![Page 33: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/33.jpg)
Spectrum Project
![Page 34: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/34.jpg)
E-Resource Assessment Working Group
![Page 35: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/35.jpg)
Additional user-experience initiatives
![Page 36: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/36.jpg)
Collaborative Electronic Resources
Managementhttp://2cul.org/
![Page 37: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/37.jpg)
2CUL Systems
Cornell U Libraries● III: ERM, DBs, openURL● 360: MARC, Summon● Ex Libris: ILS● Local CUL systems
Columbia U Libraries● 360: ERM, MARC, Summon,
COUNTER, E-Journals, openURL
● Ex Libris: ILS, Metalib● Local CUL systems: DBs
![Page 38: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/38.jpg)
Joint 2CUL Activities
![Page 39: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/39.jpg)
Take-away points
Image: Some rights reserved by sfllaw
![Page 40: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/40.jpg)
Tools to Streamline E-
Resource Management
Image: Some rights reserved by Robert S. Donovan
![Page 41: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/41.jpg)
The Knowledge Base
Image: Some rights reserved by watchsmart
![Page 42: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/42.jpg)
Streamlining Licensing & Ordering/Renewals
Image: Some rights reserved by Siomuzzz
![Page 43: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/43.jpg)
Streamlining Troubleshooting
Image: Some rights reserved by basheertome
![Page 44: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/44.jpg)
Streamlining through Collaboration
Image: Some rights reserved by JanneM
![Page 45: Engineering Synthesis: Large-Scale Electronic Resources Management](https://reader036.vdocuments.mx/reader036/viewer/2022062513/5563569fd8b42aed538b51ab/html5/thumbnails/45.jpg)
Colleen Major, [email protected] Marcin, [email protected]
Image: http://www.openclipart.org/detail/159643/thank-you-pinned-by-juliobaha