Date: Thu, 17 Oct 2002 13:59:28 -0400 (EDT) From: Pamela Bluh <pbluh@umaryland.edu> Subject: ALCTS Midwinter Symposium *** announcement *** Managing Electronic Resources: Meeting the Challenge Philadelphia, Friday, January 24, 2003 8:00 am - 4:30 pm Acquiring electronic resources can be a mixed blessing. With the click of a mouse, a wealth of information is accessible, yet managing this abundance of riches can be overwhelming and confusing. The one-day symposium "Managing Electronic Resources: Meeting the Challenge" will offer practical information and alternatives for dealing with these valuable and extremely expensive resources. Librarians in all types and sizes of libraries will find this symposium informative and worthwhile. Registration information may be found at: www.ala.org/events/midwinter2003/registration.html <http://www.ala.org/events/midwinter2003/registration.html> Fees: ALCTS members: $ 195.00 ALA member: 245.00 Retired member: 245.00 Non-member: 295.00 Full time student: 95.00 Schedule 8:00 Introductions 8:15 - 9:00 Daniel Greenstein, University Librarian for Systemwide Library Planning and Scholarly Information and Director, California Digital Library - Managing Electronic Resources: Cooperative Strategies for Meeting the Challenge 9:00 - 9:45 Beth Warner, Director, Digital Library Initiatives, University of Kansas - Managing Electronic Resources in Today's ILMS Environment 9:45 - 10:15 Break 10:15 - 11:00 October Ivins, Information Industry Consultant, Boston, MA - There Has To Be An Easier Way: Stand-Alone Ejournal Management Services 11:00 - 11:45 Tim Jewell, Head, Collection Management Services, University of Washington - If There's a Fork in the Road, Take It! (Can we Develop Standards for E-resource Management Systems While We're Busy Building Them?) 11:45 - 1:00 Lunch 1:00 - 1:45 Dan Tonkery, Vice President, Director of Business Development, Ebsco Subscription Services - Aggravation, Agitation, and Aggregation - the Three A's of E-Resources Management: Using the Subscription Agent's Solution for Improved Control and Management 1:45 - 2:30 Jim Mouw, Acquisitions Librarian/Electronic Resources Officer, University of Chicago - Resource Linking 2:30 - 3:00 Break 3:00 - 3:45 Joseph Zucca, Assessment, Planning and Publications Librarian, University of Pennsylvania - Traces in the Click-Stream: Coping with the Imperfections of Measuring Electronic Use 3:45 - 4:30 Trisha Davis, Head, Serials and Electronic Resources, Ohio State University - An Uneasy Balance: Walking the Tightrope of Change While Managing the E-Resource Chaos Below? We gratefully acknowledge Swets Blackwell for their support for the symposium. *********************** Abstracts Managing Electronic Resources: Cooperative Strategies for Meeting the Challenge -Daniel Greenstein, University Librarian for Systemwide Library Planning and Scholarly Information and Director, California Digital Library The talk will do three things. First, with reference to data that have been gathered in a number of independent studies, it will infer a scholarly user's vision for the 21st century academic library. Second, it will demonstrate how the scholar's vision challenges today's academic libraries forcing them to think extensively about shared approaches to the assembly, management, and dissemination of electronic resources. Third, the talk will look at ways in which libraries are confronting these challenges and building cooperatively toward the scholars' vision. Although reference may be made in this last section to a range of institutional experiences, recent developments at the University of California will absorb the lion's share of attention. This focus is chosen, not because the University of California is exemplary, but because the eleven UC university libraries have been involved in a strategic process to explore cooperative models to support the development and delivery of scholarly electronic information and as a result have derived considerable experience with electronic information but also valuable data with which to assess various strategies for managing it. ***** Managing Electronic Resources in Today's ILMS Environment - Beth Forest Warner, Director, Digital Library Initiatives, University of Kansas The integrated library management system (ILMS) has been the traditional electronic tool libraries have used to track and provide access to selected resources. As collections move increasingly from print to electronic, this tool, and the library's internal processes, are being challenged in new ways to provide comprehensive, integrated, accurate, timely, and user-accessible information on these resources in an efficient manner. Coupled with the blurring distinction between the ILMS and evolving Digital Library systems and tools, today's environment and choices are becoming increasingly complex. This presentation will attempt to help managers identify the range of issues involved and determine appropriate choices for their institutions. Resource management issues, for a variety of electronic resource types, from both the library's and the user's perspectives will be addressed. Given the rate of change in systems development, the presentation will focus on potential approaches and system functionality trends rather than addressing specific vendor solutions in detail. ***** There Has To Be an Easier Way: Stand-Alone Ejournal Management Services - October Ivins, Information Industry Consultant, Boston, MA JournalWebCite, Openly Informatics, Serials Solutions and TDNet are companies who offer stand-alone ejournal management services. The basic service is a customized list of the client library's current full-text ejournals, whether received as part of an aggregated database or directly from the publisher, with available dates and links to the appropriate aggregator's or publisher's site for each title. The list can be supplied in several formats and is used to create a web page on the library web site or portal to provide a single location for current ejournal access, and/or loaded into the library OPAC. A key vendor service is maintenance of the ever-changing data about the titles and dates covered by aggregators and publisher, as well as the necessary links for access. This presentation will help managers determine whether a stand-alone system would be an appropriate choice, given the needs and budget of their institution, and the potential value of the additional services. Given the "moving target" nature of these products, rather than describe each system in detail, the presentation will suggest criteria to use in comparing basic and additional services and will outline pricing models and typical price ranges for each service. The effort required to integrate services into the library management system and descriptions of staff time required to maintain the service will also be addressed. ***** If There's a Fork in the Road, Take It! (Can We Develop Standards for E-resource Management Systems While We're Busy Building Them?) - Tim Jewell, Head, Collection Management Services, University of Washington A number of libraries have devoted considerable time and effort to developing local systems for managing their growing collections of electronic resources, the licenses that go with them, and their internal processes. While these pioneering systems exhibit valuable and unique features, they also have much in common. This presentation will summarize the state of the art of local e-resource management systems and then explore both the promise and practical dilemmas of developing working standards for this highly changeable environment. The presentation will close with a status report on an initiative being supported by the Digital Library Federation that aims to identify model e-resource system functions, data elements, and schemas. ***** Aggravation, Agitation, and Aggregation --the Three A's of E-Resources Management: Using the Subscription Agent's Solution for Improved Control and Management - Dan Tonkery, Vice President, Director of Business Development, EBSCO Subscription Services The rapid transition from print to electronic resources has had a major impact on the library, publishers, the subscription agent and the end users. While the end users have eagerly accepted the transition, the workload to support the electronic resources has become a major drain on library staffing resources. With the new workflow, new acquisitions or leasing procedures, and new distribution channels the library staff has been swamped with an extra processing workload while at the same time trying to manage the process in an efficient manner. The subscription agent with a suitable amount of re-engineering is still in the best position to assist the library in managing these resources. Bibliographic control, licensing support, payment, link management, title aggregation, cross publisher searching, help desk and usage statistics are all possible support functions that the agent is capable of supporting. A careful review of the evolving role of the agent and functions they are qualified to support will be undertaken. ***** Resource Linking - Jim Mouw, Acquisitions Librarian/Electronic Resources Officer, University of Chicago An increasingly important topic is that of linked resources, including proprietary links as well as those based on standards such as the Digital Object Identifier (DOI), CrossRef, and the OpenURL (one implementation of which is SFX). This presentation will address the question of the importance of providing our patrons with contextual links and well as issues related to the establishment and maintenance of inter-resource links. The presenter will also cover the ever-increasing number of places in which resource information resides and the complications that presents when trying to keep various links current. ***** Traces in the Click-Stream: Coping with the Imperfections of Measuring Electronic Use - Joseph Zucca, Assessment, Planning & Publications Librarian, University of Pennsylvania Across North America and Europe, librarians are increasingly concerned about the inability to measure the use of electronic resources--and they have good reason to care. In 2001, ARL libraries alone collectively spent close to $900 million on electronic information. On most campuses, traditional indicators of library service are declining amid signs that digital resource use is rising exponentially. The ability to assess and describe how scholars work in a digital environment is becoming vital to resource management and service quality. However, the assessment tools at our disposal are fraught with problems. These include the absence of counting standards, and uniform counting practices; the unwillingness or inability of vendors to provide statistical services; the hostility of access and authentication technologies to measurement; and the labor-intensity of data gathering and analysis. In addition, there is a decided ambivalence among some librarians about usage data in decision-making. This presentation will review prominent initiatives, such as Project Counter, that begin to address the statistical concerns of libraries. It will also include a live demonstration of a management information system designed at Penn to help collection managers and public service librarians access usage data and apply it to their work. ***** An Uneasy Balance: Walking the Tightrope of Change While Managing the E-Resource Chaos Below? - Trisha Davis, Head, Serials and Electronic Resources, Ohio State University