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Follow up from IG meeting at ALA

  • 1.  Follow up from IG meeting at ALA

    Posted Jul 03, 2024 12:10 PM

    Hi all, there was a great discussion at the IG meeting at ALA 2024 in San Diego.  One of the topics we discussed was training for e-resources librarians.  One person suggested a crowd sourcing effort to compile resources.

     

    As it happens, I gave a presentation at the 2022 NASIG conference talking about just that idea for the Core Competencies for Electronic Resources Librarians entitled "Creating a Curriculum for the ERL Core Competencies."  I created a Google sheet to try to capture a set of resources to aid librarians and library staff in mastering the competencies.

     

     

    Please feel free to add your thoughts to the sheet.

     

    I mentioned the Carterette webinars during the discussion. Here's a link for more information. https://gla.georgialibraries.org/carterette-series-webinars/ In particular, this webinar might be of great interest.

     

    2022

    Self-Learning in an Electronic Resources Librarian Role

    Presented by Chris Vidas & Eve Stano,
    Wednesday, December 7, 2022
    Session Materials: Slides

     

    Susan

     

    Susan Davis (she/her/hers)

    Acquisitions Librarian for Continuing Resources and Licensing Specialist

    University at Buffalo (SUNY)

    134 Lockwood Library

    Buffalo, NY 14260-2210

    716-645-2784

    716-645-5955 fax

    unlsdb@buffalo.edu

    https://library.buffalo.edu/staff/sdavis-bartl

     



  • 2.  RE: Follow up from IG meeting at ALA

    Posted Jul 03, 2024 01:21 PM
    I'm glad to know that this session happened at ALA. Thanks for sharing that, Susan! I've been trying to figure out how to expand support for our e-resources librarian. The idea has been to train several library staff and catalogers who have only worked with physical items to help with the kind of e-resource maintenance that can prevent troubleshooting even becoming necessary. It has been a struggle to find information to get such training started. 

    I'm looking for something that gives basic context and how-to for e-r maintenance. When I say maintenance, I'm talking about the constant corrections of metadata errors in the knowledge bases that we all rely upon, handling provider-driven changes (like with the E-resources task list in Alma), etc. -- things that might fall under either Administer or Provide Support in Oliver Pesch's 2009 Lifecycle or under Ongoing Evaluation and Access with TERMS.

    The best thing I've found so far is Chapter 16 Knowledgebase Maintenance and Its Impact on Electronic Access Tools by Peter McCracken (a definite authority in this!) in the book _E-Journals Access and Management_ edited by Wayne Jones. I've looked specifically at the section titled Quality of Data. That resource dates to 2009, so if anyone has come up with something more recent, I'd be quite interested!

    (I'd add the book to Susan's Google sheet, but it is set to view only.)

    Lauren
    --
    Lauren Corbett  (she/her)
    Director of Resource Services, Z. Smith Reynolds Library
    Wake Forest University
    336-758-6136               ISNI: 0000 0003 5170 369X





  • 3.  RE: Follow up from IG meeting at ALA

    Posted Jul 03, 2024 01:31 PM

    Hi Lauren, thanks for the feedback.  I changed the setting on the Google sheet so that anyone can edit it.  Please try again and let me know if you still cannot edit.

     

    I have to admit that we do not spend much time on editing CZ bib records for electronic resources.  Our focus has been on improving the discovery in Primo (CDI stuff over my head) and linking to the PDF, using tools like LibKey and Unpaywall.

     

    Susan

     




    Original Message


  • 4.  RE: Follow up from IG meeting at ALA

    Posted Jul 03, 2024 01:37 PM
    Sorry, I should clarify that I'm not talking about correcting errors in bibs in the CZ -- rather things that directly impact patrons, like coverage dates, or missing titles from collections.
    Lauren
    --
    Lauren Corbett  (she/her)
    Director of Resource Services, Z. Smith Reynolds Library
    Wake Forest University
    336-758-6136               ISNI: 0000 0003 5170 369X



    Original Message


  • 5.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 10:34 AM

    Hi Lauren,

    This book from 2022 might help!  "Managing licensed E-Resources : techniques, tips, and practical advice"

    https://dataspace.princeton.edu/handle/88435/dsp01s4655k77s

    Jacqueline



    ------------------------------
    Jacqueline Carrell
    Electronic Resources Librarian
    University of Richmond
    Richmond, VA
    jcarrell@richmond.edu
    ------------------------------

    Original Message


  • 6.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 11:15 AM
    Jacqueline,

     "Managing licensed E-Resources : techniques, tips, and practical advice" did not help with the maintenance context I'm looking for, but it did help me in understanding authentication better and would be a good resource for you to add to the E-Resources Lifecycle tab of Susan's  Google sheet. (It can be edited now.) Thanks so very much for pointing it out to me!

    Lauren
    --
    Lauren Corbett  (she/her)
    Director of Resource Services, Z. Smith Reynolds Library
    Wake Forest University
    336-758-6136               ISNI: 0000 0003 5170 369X



    Original Message


  • 7.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 11:23 AM

    Hi everyone,

    If you'll permit an ALA staff member to weigh in, I suggest that this book might be helpful: "The Electronic Resources Troubleshooting Guide" https://alastore.ala.org/ERMtroubleshooting.

    Rob Christopher

    Marketing Coordinator

    ALA Editions | Neal-Schuman



    ------------------------------
    Rob Christopher
    Marketing Coordinator
    ALA Editions
    He/Him/His
    ------------------------------

    Original Message


  • 8.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 11:36 AM
    Rob, it is! I just found it (probably while you were writing!) as a tangent from something I found while exploring the  www.electronicresourceslibrarian.com site that Kirstie recommended. Kirstie, that site has several books on https://www.electronicresourceslibrarian.com/home/reading-about-e-resources that I'm going to look into. 

    In The Electronic Resources Troubleshooting Guide, chapter 8 Proactive Troubleshooting, touches on the type of maintenance I'm talking about, and has a lead to a journal article that it says has more detail, so I'm going to check on that!

    Thank you all so much!


    Lauren
    --
    Lauren Corbett  (she/her)
    Director of Resource Services, Z. Smith Reynolds Library
    Wake Forest University
    336-758-6136               ISNI: 0000 0003 5170 369X



    Original Message


  • 9.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 11:53 AM

    I found that Sunshine Carter (at U Minn) and her colleagues have published helpful articles and chapters on troubleshooting.  Here's a couple examples.

     

    "Developing staff skills in e-resource troubleshooting : training, assessment, and continuous progress / by Sunshine Carter and Stacie A. Traill" in Reengineering the library : issues in electronic resources management edited by George Stachokas (ALA Editions, 2018) ISBN : 9780838916216

     

    "Essential skills and knowledge for troubleshooting e-resources access issues in a web-scale discovery environment" Journal of electronic resources librarianship, 2017-01, Vol.29 (1), p.1-15 DOI: 10.1080/1941126X.2017.1270096

     

    Susan




    Original Message


  • 10.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 12:41 PM
    Thanks, Susan. And again, thank you for starting this thread which I have thoroughly mined today!  I have had  Reengineering the library : issues in electronic resources management  in print on my desk for awhile now. It gives some ideas about training, but doesn't give the meat of what are the common problems, the causes, and how to recognize and fix them for the niche tech services e-r maintenance aspects such as title changes, incorrect coverage dates, etc. as opposed to the angle of communicating with the patron to learn some info to diagnose problems with computers/browsers, the URL the patron grabbed has expired session info in it, etc. 

    To narrow down from all the things I've looked at, thanks to the help here, I think that besides what I originally mentioned (Chapter 16 Knowledgebase Maintenance and Its Impact on Electronic Access Tools by Peter McCracken in the book E-Journals Access and Management edited by Wayne Jones, the source that Jacqueline gave is going to be the most practical -  "Managing licensed E-Resources : techniques, tips, and practical advice" dataspace.princeton.edu/handle/88435/dsp01s4655k77s. In particular, I think that APPENDIX A: SAMPLE E-JOURNAL CHECK-IN in Chapter 6, "Maintaining E-Resources in Core Library Systems" by Athena Hoeppner is going to give a good starting point that we can modify and that maybe I can have catalogers and paraprofessionals read parts of the chapter.

    It is so good to have responses to help with a specific problem and I cannot thank you all enough!

    Lauren
    --
    Lauren Corbett  (she/her)
    Director of Resource Services, Z. Smith Reynolds Library
    Wake Forest University
    336-758-6136               ISNI: 0000 0003 5170 369X



    Original Message


  • 11.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 10:53 AM
    Edited by Kirstie Genzel Jul 05, 2024 10:54 AM

    Speaking of the Carterette webinar you linked to, Eve Stano has also put together an awesome website that has a ton of ERM related resources: electronicresourceslibrarian.com

    Electronicresourceslibrarian remove preview
    electronicresourceslibrarian.com
    Reading About E-Resources
    View this on Electronicresourceslibrarian >



    ------------------------------
    Kirstie Genzel
    Systemwide Digital Library Content Program Manager
    California State University, Los Angeles
    kgenzel@calstate.edu
    ------------------------------



  • 12.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 12:54 PM

    Thank you for getting this conversation and the Google sheet started, Susan!  It was great talking with you at ALA. There are many great resources mentioned here and we'd love to see a repository of resources for e-resources librarians. I am the past chair of ERIG but the discussion yielded many great ideas and topics for future work of the interest group, now being led by Anne Larrivee and Taylor Ralph. Please continue the discussion and I encourage individuals to develop networks to reach out to one another when you have a question or need support. I am always happy to be a resource and mentor for eresource librarians/staff across all libraries. 



    ------------------------------
    Kerry Walton, Associate Dean (Interim), Electronic Resources Librarian
    West Chester University
    She/Hers
    ------------------------------



  • 13.  RE: Follow up from IG meeting at ALA

    Posted Jul 05, 2024 02:30 PM

    Hi, a colleague attended a session at ALA on the ONEAL project.  I could not remember this group when I was thinking of sources for help with licensing.  I highly recommend checking out what the ONEAL Project has going on. Here's what my colleague shared:

     

    "Learn How to Negotiate for a More Sustainable Future." This session featured presenters who developed the Open Negotiation Education for Academic Libraries (ONEAL) project, an OER negotiation course specifically for librarians.

     

    Listed as one of ALA's "Core Values and Career Development" sessions, the description reads: "Do you negotiate for resources or services for your library? Did you have to learn negotiation skills and strategies on the job? Did you ever imagine that you'd have to understand the nitty gritty of contracts and licensing? If so, you will leave this session aware of a new free resource and community that can support you in developing your negotiation knowledge and skills..."

     

    The open curriculum covers critical issues in academic libraries that intersect with contract negotiations, including user privacy, platform governance, emerging publishing models, author rights, and computational collections research.

     

    Even if you don't negotiate directly with vendors, as the presenters highlighted, negotiation is a transformative skill that can apply to our daily lives.

     

    Susan




    Original Message