ER&L 2014 — Building the Eresources Team: the MIT Libraries Experience

“DC Hero Minifigs (most of them)” by Julian Fong

Speaker: Kim Maxwell

Goal is to be more of a dialogue than a monologue.

In 2011, they were a traditional acquisitions and cataloging department. They had 18.1 FTE in technical services, with 8 acquisitions people working on both print and electronic, and 5 in cataloging. It felt very fragmented.

They were getting more eresources but no new staff. Less print, but staff weren’t interchangeable. The hybrid positions weren’t working well, and print was still seen as a priority by some of the staff. They could see the backlogs and made it seem like they had to deal with them first.

They hired consultants and decided to create two format-based teams: tangible formats and electronic resources. They defined the new positions and asked staff for their preferences, and then assigned staff to one team or the other. The team leads are focused on cataloging side and acquisition side, rather than by format.

To implement this they: oriented and trained staff; created workflow teams for ejournals, ebooks, and databases; talked with staff extensively; tried to be as transparent as possible; and hired another librarian.

They increased the FTE working on eresources, and they could use more, but this is good enough for now.

Some of the challenges include: staff buy-in and morale; communicating who does what to all the points of contact; workflows for orders with dual formats; budget structure (monographs/serials, with some simplification where possible, but still not tangible/electronic); and documentation organization (documenting isn’t a problem — find it is).

The benefits are: staff focusing on a single format; bringing acquisitions and cataloging together (better communication between functions); easier cross-training opportunities; workflows streamlined easier; and ease in planning and priorities.

NASIG 2011: Managing Ebook Acquisition — the Coordination of “P” and “E” Publication Dates

Speaker: Sarah Forzetting & Gabrielle Wiersma

They are sending bib records to their book supplier weekly in order to eliminate duplication of format and other ebook packages. This might be helpful for libraries that purchase ebooks through publisher platforms in addition to through their vendor.

One of the challenges of ebook acquisition is that publishers are delaying publication or embargoing access on aggregators in order to support the print book sales. Fortunately the delay between print and ebook publication is diminishing — the average delay has gone down from 185 days to 21 since 2008.

For certain profiles in the approval plan, Coutts will set aside books that match for a certain period of time until the ebook is available. If the ebook is not available in that time, they will ship the print. If the librarian does not want to wait for the ebook, they can stop the wait process and move forward with the print purchase right away.

Part of the profile setup for e-preferred or print-preferred not only includes the subject areas, but also content type. For example, some reference works are more useful in electronic format.

Oh, my! They have their PDA set up so that two uses trigger a purchase. I should find out what constitutes a use.

NASIG 2009: Moving Mountains of Cost Data

Standards for ILS to ERMS to Vendors and Back

Presenter: Dani Roach

Acronyms you need to know for this presentation: National Information Standards Organization (NISO), Cost of Resource Exchange (CORE), and Draft Standard For Trial Use (DSFTU).

CORE was started by Ed Riding from SirsiDynix, Jeff Aipperspach from Serials Solutions, and Ted Koppel from Ex Libris (and now Auto-Graphics). The saw a need to be able to transfer acquisitions data between systems, so they began working on it. After talking with various related parties, they approached NISO in 2008. Once they realized the scope, it went from being just an ILS to ERMS transfer to also including data from your vendors, agents, consortia, etc, but without duplicating existing standards.

Library input is critical in defining the use cases and the data exchange scenarios. There was also a need for a data dictionary and XML schema in order to make sure everyone involved understood each other. The end result is the NISO CORE DSFTU Z39.95-200x.

CORE could be awesome, but in the mean time, we need a solution. Roach has a few suggestions for what we can do.

Your ILS has a pile of data fields. Your ERMS has a pile of data fields. They don’t exactly overlap. Roach focused on only eight of the elements: title, match point (code), record order number, vendor, fund, what paid for, amount paid, and something else she can’t remember right now.

She developed Access tables with output from her ILS and templates from her ERMS. She then ran a query to match them up and then upload the acquisitions data to her ERMS.

For the database record match, she chose the Serials Solutions three letter database code, which was then put into an unused variable MARC field. For the journals, she used the SSID from the MARC records Serials Solutions supplies to them.

Things that you need to decide in advance: How do you handle multiple payments in a single fiscal year (What are you doing currently? Do you need to continue doing it?)? What about resources that share costs? How will you handle one-time vs. ongoing purchase? How will you maintain the integrity of the match point you’ve chosen?

The main thing to keep in mind is that you need to document your decisions and processes, particularly for when systems change and CORE or some other standard becomes a reality.