Organizing the Evaluation of Electronic Resources Lenore England

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Organizing the Evaluation of Electronic Resources Lenore England, Digital Resources Librarian Li Fu, Digital

Organizing the Evaluation of Electronic Resources Lenore England, Digital Resources Librarian Li Fu, Digital Services Librarian libresources@umuc. edu ALCTS Webinar Wednesday, May 4, 2011 – 2 -3 PM, EDT Hosted by ALCTS, the Association for Library Collections & Technical Services 1

I. Introductions Li Fu, Digital Services Librarian Lenore England, Digital Resources Librarian 2

I. Introductions Li Fu, Digital Services Librarian Lenore England, Digital Resources Librarian 2

II. Objectives • How to organize evaluation process • Complexities of collection development management

II. Objectives • How to organize evaluation process • Complexities of collection development management • Solution – ERM Evaluation Central Site • Implemented Quickly • Diverse Resources, Tools, and Staff • Ensure quality of Electronic Resources 3

 Objectives (cont. ) • Other library possibilities! 4

Objectives (cont. ) • Other library possibilities! 4

III. UMUC and the Library 5

III. UMUC and the Library 5

About UMUC • • • University System of Maryland Worldwide Non-Traditional Students 100 Bachelors

About UMUC • • • University System of Maryland Worldwide Non-Traditional Students 100 Bachelors and Masters Programs Doctor of Management Programs 77% of Classes Online Image: © 2011 UMUC. All rights reserved. 6

 • • UMUC Library Almost Entirely Online Resources, Services, Instruction 28 Staff –

• • UMUC Library Almost Entirely Online Resources, Services, Instruction 28 Staff – 19 Librarians, 9 Staff Mission: – Library and information literacy education – Partnering with UMUC’s schools and faculty – Worldwide library resources and services Image: © 2011 UMUC. All rights reserved. 7

Library Services • • • 24 x 7 Reference Information Literacy Instruction Online Collections

Library Services • • • 24 x 7 Reference Information Literacy Instruction Online Collections Document Delivery/ILL Circulation of USMAI Consortium Materials • E-Reserves in the Online Classroom Image: © 2011 UMUC. All rights reserved. 8

IV. Poll Getting to know you - What type of organization do you represent?

IV. Poll Getting to know you - What type of organization do you represent? • University/Research Library • College/Community College Library • Special Library • Public or K-12 Library • Other 9

V. Small Solutions, Big Results 10

V. Small Solutions, Big Results 10

What did we do to organize? Tools Electronic Resources ERM Staff 11

What did we do to organize? Tools Electronic Resources ERM Staff 11

VI. Electronic Resources Evaluation Process 12

VI. Electronic Resources Evaluation Process 12

The Evaluation Period • What is done? – Well in advance – Review and

The Evaluation Period • What is done? – Well in advance – Review and selection – Continuation, addition, or cancellation • All done for the next fiscal year’s budget 13

What can happen? • Multifaceted • Endless range of electronic resources and tools •

What can happen? • Multifaceted • Endless range of electronic resources and tools • Unwieldy… • Preparation • Review • Making decisions 14

Process Evaluation period Spreadsheet Meetings Discussion notes 15

Process Evaluation period Spreadsheet Meetings Discussion notes 15

Process (cont. ) Tiered list Main evaluation spreadsheet ERM team: Trials, fact sheets, pricing

Process (cont. ) Tiered list Main evaluation spreadsheet ERM team: Trials, fact sheets, pricing to Liaisons Blog posting 16

Process (cont. ) Decisions Budget Tools Library staff 17

Process (cont. ) Decisions Budget Tools Library staff 17

VII. Solution: Implement Lib. Guides 18

VII. Solution: Implement Lib. Guides 18

Seeking a Solution • Reviewed possible ERMS – Commercial: EBSCONet ERM Essentials, CONTENTdm, Share.

Seeking a Solution • Reviewed possible ERMS – Commercial: EBSCONet ERM Essentials, CONTENTdm, Share. Point, Spring. Share Lib. Guides – Open Source: Access ERM (aka ERMes), CUFTS, ERMS – ERMS Comparison – Solution found 19

Solution: Springshare Lib. Guides • • • Designed to host subject guides Familiarity among

Solution: Springshare Lib. Guides • • • Designed to host subject guides Familiarity among staff Embedded web 2. 0 features Portal to resources, tools & staff Easy to update and maintain Interoperable with existing RIMS 20

Solution Implemented • Tour of the Lib. Guides site – ERM evaluation central site

Solution Implemented • Tour of the Lib. Guides site – ERM evaluation central site – Template site URL http: //tinyurl. com/5 s 4 ptzl 21

ERM Evaluation Central Site The UMUC library evaluation central home page 22

ERM Evaluation Central Site The UMUC library evaluation central home page 22

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central add, upgrade, and

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central add, upgrade, and drop list page 23

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central trials and fact

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central trials and fact sheets page 24

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central liaison information page

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central liaison information page 25

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central final decisions/budget page

ERM Evaluation Central Site (cont. ) The UMUC library evaluation central final decisions/budget page 26

VIII. Poll Do you use Lib. Guides for any function other than subject guides,

VIII. Poll Do you use Lib. Guides for any function other than subject guides, if you have Lib. Guides at your organization at all? • Yes • No • Thinking about it • Not applicable 27

IX. Application to other library areas 28

IX. Application to other library areas 28

Other Application Possibilities • • • Cataloging Acquisitions Collection development Subject Specialists Beyond… 29

Other Application Possibilities • • • Cataloging Acquisitions Collection development Subject Specialists Beyond… 29

X. Outcomes and future development 30

X. Outcomes and future development 30

Outcomes • • Streamline the process Heavily used by library staff and liaisons Positive

Outcomes • • Streamline the process Heavily used by library staff and liaisons Positive feedback Better understanding of ERM 31

Future Development • Integrated with ERMS • Content management 32

Future Development • Integrated with ERMS • Content management 32

XI. Conclusions 33

XI. Conclusions 33

Conclusions • • Quality and relevance of resources Cost-effective solutions Ready to implement Multiple

Conclusions • • Quality and relevance of resources Cost-effective solutions Ready to implement Multiple purposes and “out of the box” thinking • Easy to maintain • Evolve over time • Apply to other areas 34

Questions or comments? 35

Questions or comments? 35

Thank you! Lenore England Li Fu libresources@umuc. edu 36

Thank you! Lenore England Li Fu libresources@umuc. edu 36

References England, L. , & Fu, L. (2011). Electronic resources evaluation central: Using off

References England, L. , & Fu, L. (2011). Electronic resources evaluation central: Using off the shelf software, Web 2. 0 tools, and Lib. Guides to manage an electronic resources evaluation process. Journal of Electronic Resources Librarianship, 23(1), 30 -42. doi: 10. 1080/1941126 X. 2011. 551093 England, L. , Fu, L. , & Miller, S. (Speakers). (2011, April 1). Checklist manifesto for electronic resources: Getting ready for the fiscal year. ACRL 2011 Virtual Conference. [Webcast]. Philadelphia, PA: ACRL. Retrieved from http: //www. learningtimes. net/acrl/2011/day 2 -session 6/ 37