Techniques for Electronic Resource Management: TERMS and the Transition to Open

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.

Table of Contents:
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

About the Author :
Jill Emery is the Collection Development Librarian at Portland State University Library and has over 20 years of academic library experience. She has held leadership positions in ALA ALCTS, ER&L, and NASIG. In 2015, she was appointed as the ALA-NISO representative to vote on NISO/ISO standards on behalf of the American Library Association. She also serves on the Project COUNTER Executive Committee. Jill serves as a member of The Charleston Advisor editorial board and is the columnist of “Heard on the Net,” and is on the editorial board for Insights, the UKSG journal. In 2016, she became a co-editor of the open access journal Collaborative Librarianship. Dr. Graham Stone is the senior research manager at Jisc Collections in the UK. He manages research activity for Jisc Collections in order to ensure the highest quality of service provision to libraries in the higher education sector. Previously he worked in the university sector for 22 years, most recently at the University of Huddersfield where he managed the library resources budget, open access services and the University of Huddersfield Press. Graham was awarded his professional doctorate in July 2017 for his research on New University Press publishing. Peter McCracken is Electronic Resources Librarian at Cornell University. Previous work has included roles as a reference librarian at the University of Washington; a co-founder of Serials Solutions, which helps libraries manage electronic resources; and a co-founder of ShipIndex.org, an electronic resource offered to libraries. Together, these experiences in public services, technical services, and multiple sides of electronic resources management, have informed his views of how libraries and vendors can best offer and manage electronic resources.