1. Managing Electronic Resources forPublic 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 andthe usage statistical modules of each of yourvendors Annual Round Up: Success, Mediocrity, NeedsImprovement, and Cancel It. 4. Usage Statistics and Evaluation COUNTER and SUSHI Academic and research libraries usage statisticsstandards and methods COUNTER: Counting Online Usage on NeTworkedElectronic Resources {COUNTER} is an international initiative servinglibrarians, publishers and intermediaries by setting standardsthat facilitate the recording and reporting of online usagestatistics in a consistent, credible and compatible way. * Check out http://www.projectcounter.org. Make sure your vendor is COUNTER Compliant SUSHI: Standardized Usage Statistics HarvestingInitiative Developed by NISO (National Information Standards Organization)*About COUNTER. (2012). Retrieved March COUNTER Works in conjunction with11, 2012, from Analogy: COUNTER is the rule (what) and SUSHI is thehttp://www.projectcounter.org/about 5. Usage Statistics and Evaluation Whats 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 ornature 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 matterof public record Supervisors should be fully aware of all vendor contact anddiscussions Review institutional or local/state gift policy Review local/state ethical guidelines for dealing withvendors Institution speaks as one voice Sales representatives should be aware of approvedcontacts: one individual or specific individuals in yourinstitution You should be aware of approved contact at the vendorsorganization 8. Vendor Relationships Conscientious of vendors dealing with all departmentswithin your institution. Awareness of vendors timeline End of vendors 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 corporationspolicies or recent scandals Make sure you understand what is being discussed at alltimes Golden Rule: fairness and courtesy 9. 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 comparablesystems subscribe to a specific resource Facts about a resources holdings Knowledge of competitors products 10. 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 statisticalcollection Which journals are most important to you Examples of double charging for content What are your institutions priorities as concernselectronic resources: afterschool tools, lifelonglearning, career resources 11. The Contract Meet with librarys counsel and procurementofficers Have a sense from your contract specialist whatis acceptable for terms and process for contractapproval Research having a boilerplate contract for allvendors E-Resources manager should be able to take afirst pass over contract to investigate obviousomissions or mistakes Make sure to have duplicate copies: one for yourinstitutions files and one for the vendor. Yourcopy can be a photocopy Share institutional payment process with your 12. 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 beautomatic Library should have until expiration date to renew Define acceptable users: all staff, all registeredcardholders, in library walk-ins (guests), and remoteusers through the librarys web site. 13. 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 unfulfilledagreements Negotiate beyond price: additionalcontent, products, extend subscription period (14months for the price of 12) 14. E-Journal Discovery Services (A toZ) Pulls out links to electronic journals from aggregationdatabases and organizes into one comprehensive A-to-Zlisting Provides MARC records for each electronic journal for yourOPAC Direct access to electronic journals for users Publication Search (Not by subject or keyword) Popular Products: Serials Solutions 360 Core (MARCUpdates), Ebscohosts A-to-Z, Journal Finder (WT Cox) Administrative module needs constant updating asholdings 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 asregards MARC record uploading 15. Federated Searching Service that allows a search to be conducted in more than oneelectronic resource at the same time Similar to a search engine experience Services have improved significantly since the first products entered thelibrary market Popular products: Serial Solutions 360 Search, Ebscohosts IntegratedSearch (EHIS), Webfeat (Serials Solutions), Deep Web TechnologiesExplorit 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 PowerSearch or Grolier Online 16. Electronic Resources CollectionDevelopment Policy Presents an institutional vision of electronicresources Accountability for the institutional as a whole andnot just individuals Sets common standards and goals for everydepartment and colleague as concerns electronicresources Lets your patrons and local officials know yourmission and focus as concerns electronicresources May be used with vendors to emphasize or de-emphasize particular subjects, features, or 17. Electronic Resources CollectionDevelopment Policy Can be a part of your overall collectiondevelopment policy or a separate document Many models to use and academic institutionsoffer some of the best examples Be sure to keep it consistent with the process andformat of your other institutional policies This should be a collaborative effort at yourinstitution 18. Electronic Resources CollectionDevelopment Policy 19. Keeping up-to-date, Keepingactive Electronic Resources Topics and Issues Library Journals Digital Shift Bookseller Briefing Booklist Blogs Librarian in Black (Sarah Houghton) Information Wants to Be Free (Meredith Farkas) Librarian By Day (Bobbi Newman) Stephens Lighthouse (Stephen Abrams) TeleRead (eBooks) MobyLives (Dennis Johnson of Melville House) Library Renewal Booklists Points of Reference 20. Keeping Up-to-Date, KeepingActive Developments on specific products Vendor emails, newsletters, blogs, conferences, webinars , product user groups, advisory councils Library Journal Information Today Reviews of new products Library JournalCheryl LaGuardias blog Charleston Advisor Booklist Technology Updates CNET PC Mag 21. Keeping Up-to-Date and KeepingActive 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 ULCs Collection Development List State Listservs Create your own from colleagues in your local area or insimilar libraries Consortium discussion lists Wikipedia Helps with new terms or new terms to you o Example Open Url, Link resolver PLA TechNotes 22. Keeping Up-to-date and KeepingActive 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 23. 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 andmay overwhelm staff Each platform may require separate instructionsand staff training Pay attention to platform fees Check for local and statewide consortiaopportunities 24. E-Book Addendum E-Readers and Tablets Major players: iPad, nook, Kindle, Kobo, SonyReader, and various android tablets Mobile device compatibility Downloading methods: wireless, app, or side loading Must be compatible with major devices (Kindleexception) Formats: PDF, ePUB, Kindle, Open ePUB, Open PDF Pricing Models: simultaneous usage, one copy/oneuser, perpetual access, limited licensing, pay peruse, and ownership Staffing costs: content selection, troubleshootingand being aware of latest developments are timeconsuming and must be factored into decisionsregarding eBook platforms 25. Current Issues Exclusives and Embargoes Monopolies Privacy and Confidentiality Integration Platforms (How many is too many?) 26. Questions 27. Contact InformationMichael SantangeloElectronic Resources AnalystBrooklyn Public Librarym.santangelo@brooklynpubliclibrary.org