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Herding eJournals & eBooksHerding eJournals & eBooks(it’s tough enough herding ‘em, (it’s tough enough herding ‘em,
but how do you keep ‘em in the corral?!) but how do you keep ‘em in the corral?!)
presented bypresented by
Stephanie Nicely AkenStephanie Nicely AkenElectronic Resources Coordinator, Electronic Resources Coordinator,
University of Kentucky LibrariesUniversity of Kentucky Libraries
MC/MLA Annual ConferenceMC/MLA Annual Conference
Breckenridge, COBreckenridge, COSeptember 22, 2009September 22, 2009
4 MLA CE4 MLA CEhttp://www.youtube.com/watch?v=Pk7yqlTMvp8
Except where otherwise Except where otherwise noted, content on this site is, content on this site islicensed under a licensed under a Creative Commons Attribution 3.0 License
Electronic vs. PrintElectronic vs. Print PrintPrint
Archival copyArchival copy For many journals, still the For many journals, still the
“official” published copy“official” published copy Cannot be changedCannot be changed Single issues / vols. can be Single issues / vols. can be
purchased or giftedpurchased or gifted Expensive to produce / mailExpensive to produce / mail Requires storage, Requires storage,
preservation, & binding; can preservation, & binding; can be damaged; may not be be damaged; may not be replaceable replaceable
ElectronicElectronic Preprints online; in PubMed Preprints online; in PubMed
before print receivedbefore print received Authoritative copy may now Authoritative copy may now
be online version, incl. be online version, incl. publication datepublication date
May not include cover art, May not include cover art, ads, abstracts, suppls., etc.ads, abstracts, suppls., etc.
May include extra features May include extra features (motion, sound, PPT, 3-D, (motion, sound, PPT, 3-D, interactive programs, links)interactive programs, links)
Less expensive, not free!Less expensive, not free!
eJournal Purchasing Models:eJournal Purchasing Models: Free with Print / p+e Bundles Free with Print / p+e Bundles
Pro:Pro: No additional cost (really No additional cost (really
free or “bundled” cost)free or “bundled” cost) Signed license may not Signed license may not
be required (varies)be required (varies) Examples:Examples:
Arch. Internal Med.Arch. Internal Med. Amer. J. Infection Amer. J. Infection
Control (Mosby, Control (Mosby, Saunders, etc.)Saunders, etc.)
Con:Con: May be free only May be free only
temporarily temporarily Access may be limited or Access may be limited or
“rolling;” “rolling;” backfile / / archive may cost extra archive may cost extra
May be limited to a single May be limited to a single user at a timeuser at a time
May require passwordMay require password There may be no There may be no
perpetual accessperpetual access
eJournal Purchasing Models:eJournal Purchasing Models: Print + Paid Electronic / E-only Print + Paid Electronic / E-only
Pro:Pro: Perpetual accessPerpetual access Signed license may or Signed license may or
may not be requiredmay not be required Usually have access to all Usually have access to all
years of current contentyears of current content E-only typically costs E-only typically costs
less than print; no less than print; no binding / space costsbinding / space costs
Examples:Examples: Oxford Un. Pr./ SAGEOxford Un. Pr./ SAGE Joint CommissionJoint Commission
Con:Con: For p+e, online costs extra For p+e, online costs extra
(5-15% typically)(5-15% typically) Some pubs. permit access Some pubs. permit access
only to subscribed yearsonly to subscribed years Backfile / archive may cost Backfile / archive may cost
extra extra E-only content could be E-only content could be
lost with publisher change; lost with publisher change; no guaranteesno guarantees
May require passwordMay require password
eJournal Purchasing Models:eJournal Purchasing Models: Online Package Online Package
Pro:Pro: Usually have access to all Usually have access to all
“current” content“current” content Chance to test-drive Chance to test-drive
unsubscribed titlesunsubscribed titles Can save money; Can save money;
consortium dealsconsortium deals Archive often availableArchive often available Perpetual accessPerpetual access Examples:Examples:
OVID; SAGEOVID; SAGE
Con:Con: Some titles or archives Some titles or archives
may not be included (think may not be included (think Mattell)Mattell)
Pay for titles you may not Pay for titles you may not want or usewant or use
E-only content could be E-only content could be lost with publisher change; lost with publisher change; no guaranteesno guarantees
Signed license is typically Signed license is typically requiredrequired
Cancellation policy?Cancellation policy?
eJournal Purchasing Models:eJournal Purchasing Models: Big Deals Big Deals
Pro:Pro: Access/admin/statsAccess/admin/stats all on one platformall on one platform Access to all years of Access to all years of
current contentcurrent content More titles for the bucks, More titles for the bucks,
esp. via a consortiumesp. via a consortium May permit trading out May permit trading out
titles that are not usedtitles that are not used Perpetual accessPerpetual access Price capsPrice caps Ex.: ScienceDirect, Wiley, Ex.: ScienceDirect, Wiley,
SpringerLINKSpringerLINK
Con:Con: Access for subscribed Access for subscribed
titles only; archives priced titles only; archives priced separatelyseparately
Pay for titles you may not Pay for titles you may not want or usewant or use
E-only content could be E-only content could be lost with publisher change; lost with publisher change; no guaranteesno guarantees
Signed license must be Signed license must be negotiated & titles verifiednegotiated & titles verified
No-cancel policiesNo-cancel policies Library has little controlLibrary has little control
eJournal Purchasing Models:eJournal Purchasing Models:Aggregated FulltextAggregated Fulltext
Pro:Pro: Access/admin/statsAccess/admin/stats all on one platformall on one platform Access to numerous Access to numerous
titles, some with long titles, some with long runs (Lancet)runs (Lancet)
Can save money; Can save money; consortium dealsconsortium deals
State / regional contracts State / regional contracts may provide free / may provide free / inexpensive access for inexpensive access for small libraries (BCR, state small libraries (BCR, state virtual library)virtual library)
Con:Con: Content is leased; no Content is leased; no
perpetual accessperpetual access Content may be partial or Content may be partial or
embargoed (NEJM 1812-26 embargoed (NEJM 1812-26 on ProQuest)on ProQuest)
Pay for titles you may not Pay for titles you may not want or usewant or use
E-only content could be E-only content could be lost with publisher change; lost with publisher change; publisher may withdraw publisher may withdraw content at anytime: SAGE / content at anytime: SAGE / Oxford / AMA titlesOxford / AMA titles
Embargoed Content
Embargoedcontent
http://www.ebscohost.com/titleLists.php?topicID=38
eJournal Purchasing Models:eJournal Purchasing Models:Pay-per-ViewPay-per-View
Pro:Pro: Immediate access; may Immediate access; may
be accessible for hours be accessible for hours Access to numerous titles Access to numerous titles
/ years / years Pay at point of need; Pay at point of need;
user-driven coll. user-driven coll. development tooldevelopment tool
Bindery / space savingsBindery / space savings Staff can limit use to Staff can limit use to
unowned titlesunowned titles No additional CCC feesNo additional CCC fees
Con:Con: No perpetual accessNo perpetual access Additional burden if Additional burden if
ordering is ltd. to staff ordering is ltd. to staff Downloaded content may Downloaded content may
be ltd. to original userbe ltd. to original user Difficult to budget in Difficult to budget in
advance & monitoradvance & monitor Cost for article may equal Cost for article may equal
cost of a subscriptioncost of a subscription Nothing permanent to Nothing permanent to
show for the money show for the money (except for happy users?)(except for happy users?)
Pay per ViewPay per View
eJournal Purchasing Models:eJournal Purchasing Models:Open Access / FreeOpen Access / Free
Pro:Pro: Immediate electronic access Immediate electronic access
without proxies / passwords without proxies / passwords to numerous titlesto numerous titles
Archival-only access useful Archival-only access useful for collection developmentfor collection development
No budgetary or legal No budgetary or legal issues or processing, issues or processing, except for “discovery” in except for “discovery” in catalogs, etc.catalogs, etc.
Supports library & research Supports library & research initiatives like SPARC; initiatives like SPARC; competition may reduce competition may reduce cost of expensive high cost of expensive high impact journalsimpact journals
Con:Con: No guaranteed perpetual No guaranteed perpetual
access; many titles fail or access; many titles fail or impose restrictions laterimpose restrictions later
Many are not indexed in Many are not indexed in databases; libraries ignore databases; libraries ignore them; users are unawarethem; users are unaware
Most are not considered Most are not considered “high impact” titles (yet)“high impact” titles (yet)
Some publishers / sites Some publishers / sites (BMC) want payment from (BMC) want payment from libraries, institutions, or libraries, institutions, or authors (green vs. gold OA)authors (green vs. gold OA)
Round-up: Free-range eJournalsRound-up: Free-range eJournals FreeMedicalJournals:FreeMedicalJournals: http://freemedicaljournals.com Directory of Open Access Titles (DOAJ): Directory of Open Access Titles (DOAJ): http://www.doaj.org Highwire free backfiles (“embargoed” titles):Highwire free backfiles (“embargoed” titles): http://highwire.stanford.edu/lists/freeart.dtlhttp://highwire.stanford.edu/lists/freeart.dtl ““Earth’s largest free full-text science archive:”Earth’s largest free full-text science archive:”
http://highwire.stanford.edu/lists/largest.dtl PubMed Central: PubMed Central: http://www.pubmedcentral.nih.gov/http://www.pubmedcentral.nih.gov/ BioMed CentralBioMed Central: : http://www.biomedcentral.com/ Public Library of Science (PLoS): Public Library of Science (PLoS): http://www.plos.org/ Nature(39 titles with some free content): Nature(39 titles with some free content): http://www.nature.com Linkresolver listings (SFX, LinkOut, Serials Solutions, etc.)Linkresolver listings (SFX, LinkOut, Serials Solutions, etc.)
eBook Acquisition ModelseBook Acquisition ModelsOverviewOverview
Pro:Pro: Lease or purchase optionsLease or purchase options Some permit multiple Some permit multiple
simultaneous usesimultaneous use Only “classic” books will Only “classic” books will
require print copiesrequire print copies MARC records may be MARC records may be
supplied free / inexpensivelysupplied free / inexpensively User-driven pay-when-used User-driven pay-when-used
options (NetLibrary)options (NetLibrary) May offer inexpensive print May offer inexpensive print
copies to users (Springer)copies to users (Springer) Buying collections may be Buying collections may be
very cost-effectivevery cost-effective
Con:Con: No perpetual access for lease No perpetual access for lease
plans (STAT!Ref)plans (STAT!Ref) Often, recurring hosting feesOften, recurring hosting fees E-version often delayedE-version often delayed Many limited to single-usersMany limited to single-users Purchased editions are not Purchased editions are not
updated or replaced; may be updated or replaced; may be removed over time (must removed over time (must accept download / DVD, etc.)accept download / DVD, etc.)
Major reference works (MRW) Major reference works (MRW) cost much more than printcost much more than print
Unstable environment; little Unstable environment; little standardization; no best standardization; no best practicespractices
eBook Acquisition ModelseBook Acquisition ModelsExamplesExamples
Purchase: SpringerPurchase: Springer Options include single Options include single
titles, subject collections, titles, subject collections, backlist or frontlistbacklist or frontlist
Backlist offers often Backlist offers often discounted 50% or more; discounted 50% or more; ave. book cost $12-$15ave. book cost $12-$15
Very liberal digital Very liberal digital management rightsmanagement rights
Same platform as ejrnls.; Same platform as ejrnls.; easy to browse / printeasy to browse / print
Kindle / Sony accessibleKindle / Sony accessible Print copies in b&w for Print copies in b&w for
$24.95 shipped to user$24.95 shipped to user
Purchase: AMA Manual of StylePurchase: AMA Manual of Style Requires different licenseRequires different license Perpetual access version Perpetual access version
(site license) or annual lease (site license) or annual lease at different user levelsat different user levels
Continually updated till 2017, Continually updated till 2017, when the print is releasedwhen the print is released
Extra functionality, featuresExtra functionality, features No mobile reader accessNo mobile reader access If purchased, content may be If purchased, content may be
downloaded when replaceddownloaded when replaced New edition may be leased or New edition may be leased or
purchased in 2017, but 10purchased in 2017, but 10thth ed. may no longer be onlineed. may no longer be online
eBook Acquisition ModelseBook Acquisition ModelsExamplesExamples
Subscription: STAT!RefSubscription: STAT!Ref Individual books or groups Individual books or groups
of titles can be added to of titles can be added to basic subscription modelbasic subscription model
Overlap exists; ask for Overlap exists; ask for discount if applicablediscount if applicable
At present, the add-on At present, the add-on content is on a different sitecontent is on a different site
PDA-accessiblePDA-accessible No notice given for changesNo notice given for changes Hosting fees are not fixed; Hosting fees are not fixed;
no COUNTER statisticsno COUNTER statistics Site license (multiple users)Site license (multiple users) No perpetual accessNo perpetual access
Subscription: PsychiatryOnlineSubscription: PsychiatryOnline eBooks & ejournals on same eBooks & ejournals on same
platform; free book / monthplatform; free book / month DSM-IV-TR also accessible on DSM-IV-TR also accessible on
STAT!Ref, but related support STAT!Ref, but related support texts are only on this sitetexts are only on this site
PDA access for booksPDA access for books No hosting fee; COUNTER No hosting fee; COUNTER
statistics; monthly updatesstatistics; monthly updates Can email content to peersCan email content to peers Site licenseSite license No perpetual accessNo perpetual access
eBook Acquisition ModelseBook Acquisition ModelsExamplesExamples
Purchase: NetLibraryPurchase: NetLibrary Individual books / audio-Individual books / audio-
books, standard or subject books, standard or subject collections; 75% frontlistcollections; 75% frontlist
MARC records providedMARC records provided Single user at a time; “hold” Single user at a time; “hold”
feature for waiting user(s)feature for waiting user(s) Content may be purchased, Content may be purchased,
but new user-driven options but new user-driven options empower users to selectempower users to select
DJvu or Adobe readersDJvu or Adobe readers No hosting feesNo hosting fees
Subscription: eBrarySubscription: eBrary Most of collection is 2001-05; Most of collection is 2001-05;
365 publishers365 publishers Many discount offers; no Many discount offers; no
titles over $200titles over $200 Could monitor subscription Could monitor subscription
use before purchasinguse before purchasing Purchased books have Purchased books have
perpetual accessperpetual access Testing a patron-driven Testing a patron-driven
model nowmodel now QuickView or eBrary readersQuickView or eBrary readers Most books permit multiple Most books permit multiple
readers, but access variesreaders, but access varies
eBook TipseBook Tips Purchasing or leasing? Minimum? Single books or collections? Buy Purchasing or leasing? Minimum? Single books or collections? Buy
through YBP, etc.? Patron-driven option? (with controls)through YBP, etc.? Patron-driven option? (with controls) Annual hosting fees? Printing fees? Copyright fees?Annual hosting fees? Printing fees? Copyright fees? Are readers easily downloaded and IT-friendly?Are readers easily downloaded and IT-friendly? How will users discover the books? In catalog? On website?How will users discover the books? In catalog? On website? Can users can navigate the site and find a book; can they easily find the Can users can navigate the site and find a book; can they easily find the
contents? turn the pages? Bookmark / highlight? Use with EndNote or contents? turn the pages? Bookmark / highlight? Use with EndNote or RefWorks?RefWorks?
How many concurrent users? Is there a waiting / hold feature?How many concurrent users? Is there a waiting / hold feature? eReserves or Blackboard permitted? eReserves or Blackboard permitted? User printing / downloading? ILL? Ariel / electronic or print? User printing / downloading? ILL? Ariel / electronic or print? Perpetual access? Will purchased content have to be downloaded after a Perpetual access? Will purchased content have to be downloaded after a
period of years? Will you be notified when there are changes in leased period of years? Will you be notified when there are changes in leased content? (updated or replaced)content? (updated or replaced)
eContent Purchasing Models:eContent Purchasing Models:Mixed Format ResourcesMixed Format Resources
Pro:Pro: Easy for small clinic or Easy for small clinic or
hospital to purchasehospital to purchase Provides basic reference at Provides basic reference at
1 site for multiple users1 site for multiple users (Almost) always current(Almost) always current No space / bindery issues; No space / bindery issues;
limited processing needslimited processing needs Material does not disappear Material does not disappear
or get damagedor get damaged Remote accessRemote access Examples: MD Consult, Examples: MD Consult,
STAT!RefSTAT!Ref
Con:Con: Passwords may be needed if Passwords may be needed if
there is no proxyserverthere is no proxyserver No perpetual accessNo perpetual access Set content (few or no Set content (few or no
selection options)selection options) ““Discovery” issues: making Discovery” issues: making
users aware of content & users aware of content & keeping this info currentkeeping this info current
Cannot easily control price Cannot easily control price increases; cannot use “one-increases; cannot use “one-time” moniestime” monies
Administrators could decide Administrators could decide that the library is no longer that the library is no longer needed?needed?
Throwing the Lasso: Consortium?Throwing the Lasso: Consortium?
Advantages:Advantages: Strength in numbers: Strength in numbers:
bigger discounts, better bigger discounts, better price caps, more contentprice caps, more content
Multiple license reviewers Multiple license reviewers may prevent problems may prevent problems
More options for all, esp. More options for all, esp. for smaller librariesfor smaller libraries
Processing (cataloging / Processing (cataloging / linkresolver setup) & linkresolver setup) & training can be training can be centralizedcentralized
Disadvantages:Disadvantages: License negotiations can be License negotiations can be
lengthier; terms may not lengthier; terms may not suit everyonesuit everyone
Multi-year contracts may be Multi-year contracts may be requiredrequired
Possible admin feesPossible admin fees Someone has to be in Someone has to be in
charge (billing; charge (billing; troubleshooting, etc.)troubleshooting, etc.)
Larger libraries bear most of Larger libraries bear most of costs & responsibilitycosts & responsibility
Group may fold or changeGroup may fold or change
Round-up: Free-range eBooksRound-up: Free-range eBooksFree sites: http://www.freebooks4doctors.com/ http://books.google.com/advanced_book_search NCBI Bookshelf: NCBI Bookshelf:
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?db=Books eMedicine (continually updated; now pub. by eMedicine (continually updated; now pub. by WebMD)WebMD)
http://emedicine.medscape.com/
Temporary paid rentals:Temporary paid rentals: University of Chicago Pr. Digital Editions (180 days, ½ price; 30 University of Chicago Pr. Digital Editions (180 days, ½ price; 30
days for $5 with DRM): days for $5 with DRM): http://www.press.uchicago.edu/ebooks/ EBL’s short-term circulation (one day = 10-15% of list; one week = EBL’s short-term circulation (one day = 10-15% of list; one week =
15-20; two weeks = 20-25; and four weeks = 25-30%): 15-20; two weeks = 20-25; and four weeks = 25-30%): http://www.eblib.com/?p=abouthttp://www.eblib.com/?p=about
Acquisition Models: ReviewAcquisition Models: ReviewPurchased content Purchased content is required:is required:
For primary collection materials & “classic” must-have textsFor primary collection materials & “classic” must-have texts When archival access is neededWhen archival access is needed
Leased / subscribed content Leased / subscribed content is appropriate:is appropriate: For occasional access outside primary subject area / levelFor occasional access outside primary subject area / level For recurring monies or smaller budgets that need more bang for For recurring monies or smaller budgets that need more bang for
the buck, esp. in non-research level subject areasthe buck, esp. in non-research level subject areas When embargoed non-primary content is generally sufficient (esp. When embargoed non-primary content is generally sufficient (esp.
if ILL or PPV options are available)if ILL or PPV options are available)
Freely available Freely available content should be:content should be: Peer-reviewed; come from a reputable publisher; provided for Peer-reviewed; come from a reputable publisher; provided for
mandatory grant-funded access (NIH)mandatory grant-funded access (NIH) Locally available in an archive / repositoryLocally available in an archive / repository Considered ephemeral or non-essential to the collectionConsidered ephemeral or non-essential to the collection
Reining ‘Em In: Licensing IssuesReining ‘Em In: Licensing Issues No license at the site? (look for Terms & Conditions)No license at the site? (look for Terms & Conditions) Click-thru or license requiring a signature? (who may sign?)Click-thru or license requiring a signature? (who may sign?) ““Deal-breaker” clauses present? (alternative language?)Deal-breaker” clauses present? (alternative language?) Terms that take precedence over law?Terms that take precedence over law? Does cost depend on tiers, FTE, #beds of institution? If special Does cost depend on tiers, FTE, #beds of institution? If special
offer, add to contract for future reference!offer, add to contract for future reference! Limits on concurrent users or % or #downloads? Limits on concurrent users or % or #downloads? Definition of authorized user s (walk-ins? alumni?) & site?Definition of authorized user s (walk-ins? alumni?) & site? What is the cancelation policy? Perpetual access?What is the cancelation policy? Perpetual access? Policies for ILL, e-reserves, coursepacks, BlackBoard?Policies for ILL, e-reserves, coursepacks, BlackBoard?
Check ILL format permissions (or ask!)Check ILL format permissions (or ask!) E-reserves must be password-protected E-reserves must be password-protected Digital Rights Management? (DRM)Digital Rights Management? (DRM)
Reining ‘Em In: Licensing OptionsReining ‘Em In: Licensing Options
Creative Commons license: Creative Commons license: http://creativecommons.org/ Permits copyright owners to select rights and create their own licenses using a Permits copyright owners to select rights and create their own licenses using a
form at the site. Some rights are preserved; others are releasedform at the site. Some rights are preserved; others are released Promotes scholarly sharing; rights retained by creatorPromotes scholarly sharing; rights retained by creator
SERU: SERU: SShared hared EElectronic lectronic RResources esources UUnderstandingnderstandinghttp://niso.org/workrooms/seru Expedites the purchasing process; best practices modelExpedites the purchasing process; best practices model Not a true license; like a purchase order + Copyright LawNot a true license; like a purchase order + Copyright Law Content, price, #users, time period coveredContent, price, #users, time period covered Not all publishers will agree to the SERU standardNot all publishers will agree to the SERU standard
Reining ‘Em In: Digital Rights ManagementReining ‘Em In: Digital Rights Management Prevents any copying, even of owned / authored content;Prevents any copying, even of owned / authored content;
CDs, DVDs, ebooks, etc. cannot be downloaded to iPod or CDs, DVDs, ebooks, etc. cannot be downloaded to iPod or
website or to other computers / readerswebsite or to other computers / readers Rights should be defined in license; whine BEFORE you sign!Rights should be defined in license; whine BEFORE you sign! Digital Millennium Copyright Act of 1998 criminalizing breaking Digital Millennium Copyright Act of 1998 criminalizing breaking
encryption on any media, even if purchased legallyencryption on any media, even if purchased legally Print can (illegally) be scanned without encryption; most encryption Print can (illegally) be scanned without encryption; most encryption
schemes have been “cracked”schemes have been “cracked” Adds cost & technical complexity to the e-resourceAdds cost & technical complexity to the e-resource Limits consumer choice (think ebook readers)Limits consumer choice (think ebook readers) DRM at MLA: DRM at MLA: http://www.mlanet.org/government/digitalrights.html DRM at ARL: http://www.arl.org/pp/ppcopyright/drm/index.shtmlDRM at ARL: http://www.arl.org/pp/ppcopyright/drm/index.shtml
DRMDRM
Reining ‘Em In: DRM ExamplesReining ‘Em In: DRM Examples
SAGE:SAGE: ““You may not make any part of the journal available for access to You may not make any part of the journal available for access to
others outside the institution within which you are an Authorized others outside the institution within which you are an Authorized User.” (SAGE Terms & Conditions)User.” (SAGE Terms & Conditions)
SAGE Open: authors may make their own articles freely available by SAGE Open: authors may make their own articles freely available by paying a fee (excludes other publication fees); currently, $3000 / articlepaying a fee (excludes other publication fees); currently, $3000 / article
Up to 10% of the content in a journal issue can be downloaded for Up to 10% of the content in a journal issue can be downloaded for personal usepersonal use
Springer :Springer : almost no ERM for ebooks; multiple users; authorized almost no ERM for ebooks; multiple users; authorized users may send chapters to colleagues at other institutionsusers may send chapters to colleagues at other institutions
NetLibrary:NetLibrary: limits use to 1 user with limits on printing / downloading; limits use to 1 user with limits on printing / downloading; no sharing of content outside of institution no sharing of content outside of institution
Reining ‘Em In: ILL & MoreReining ‘Em In: ILL & More
ACS (and many others): Use By Others Through InterLibrary ACS (and many others): Use By Others Through InterLibrary Loan: Except as set forth in Section Six below, Users may use Loan: Except as set forth in Section Six below, Users may use the ACS Products to fulfill requests for InterLibrary Loan (ILL). the ACS Products to fulfill requests for InterLibrary Loan (ILL). InterLibrary Loan shall include requests to support InterLibrary Loan shall include requests to support non-non-commercialcommercial scholarly research by patrons of other libraries scholarly research by patrons of other libraries such as public, school, or college libraries. such as public, school, or college libraries.
Many publishers do not permit electronic transmission for ILL Many publishers do not permit electronic transmission for ILL but force libraries to send print, even from e-only content. Most but force libraries to send print, even from e-only content. Most will permit Ariel, so ask!will permit Ariel, so ask!
Coursepack and eReserve use may require permissions and Coursepack and eReserve use may require permissions and possibly payment.possibly payment.
Reining ‘Em In: CopyrightReining ‘Em In: CopyrightSelected sites for copyright information:Selected sites for copyright information:
Copyright in the Library (by Georgia Harper): Copyright in the Library (by Georgia Harper): http://www.utsystem.edu/ogc/intellectualproperty/l-intro.htm http://www.utsystem.edu/ogc/intellectualproperty/l-intro.htm
When U.S. works pass into the public domain (by Lolly When U.S. works pass into the public domain (by Lolly Gasaway; chart): http://www.unc.edu/~unclng/public-d.htm Gasaway; chart): http://www.unc.edu/~unclng/public-d.htm
LIBLICENSE (Yale; incl. liblicense-L archives): LIBLICENSE (Yale; incl. liblicense-L archives): http://www.library.yale.edu/~llicense/index.shtmlhttp://www.library.yale.edu/~llicense/index.shtml
MLA’s copyright site: MLA’s copyright site: http://www.mlanet.org/government/positions/copyright_mgmt.htmlhttp://www.mlanet.org/government/positions/copyright_mgmt.html
Stanford University: http://fairuse.stanford.edu/Stanford University: http://fairuse.stanford.edu/ http://http://www.copyrightanswers.blogspot.com www.copyrightanswers.blogspot.com (short, practical (short, practical
answers; can ask about international law)answers; can ask about international law)
http://librarycopyright.net/digitalslider/http://librarycopyright.net/digitalslider/
Open Access (OA) Open Access (OA) http://www.ercim.org/publication/Ercim_News/enw64/jeffery.htmlhttp://www.ercim.org/publication/Ercim_News/enw64/jeffery.html
Round-up! Catching the Round-up! Catching the straysstrays
Roundup!: IP vs. Password ControlRoundup!: IP vs. Password Control Password controlPassword control
May need both public and May need both public and admin; keep updated list! admin; keep updated list!
Can be used off-site if Can be used off-site if license permitslicense permits
Difficult to monitor illegal Difficult to monitor illegal use (abuses or non-use (abuses or non-authorized)authorized)
Should be changed Should be changed periodicallyperiodically
Standardize if possibleStandardize if possible
IP controlIP control Secure & convenientSecure & convenient Off-campus (proxy) or Off-campus (proxy) or
fire-wall issues fire-wall issues Access may be limited Access may be limited
(good & bad)(good & bad) Password may still be Password may still be
neededneeded Can identify abuses via ip Can identify abuses via ip
addressaddress http://www.whatismyip.comhttp://www.whatismyip.com
Activate online accessActivate online access
Publisher Account #Publisher Account #
RegisteringRegisteringLimited Limited AccessAccess TitlesTitles
Update/Update/View InfoView Info
Here Here
Add your ip ranges hereAdd your ip ranges here
123.123.12-55.*176.44.34-37.*135.999.*.*xxx.xxx.xxx.xxx
No access!No access!
Roundup! Vendor SupporRoundup! Vendor Supportt Provide online access and other reports Provide online access and other reports Send contact / ip range info to publishersSend contact / ip range info to publishers Supply the magic numbers (sometimes)Supply the magic numbers (sometimes) Verify payments / troubleshoot Verify payments / troubleshoot Email changes (changed publishers, new pricing options, Email changes (changed publishers, new pricing options,
online availability, package / format changes, etc.)online availability, package / format changes, etc.) Register some titles automaticallyRegister some titles automatically Possibly provide consortium pricingPossibly provide consortium pricing Provide minimal licensing / registration information Provide minimal licensing / registration information Provide centralized aggregator services with linking capabilitiesProvide centralized aggregator services with linking capabilities Many are now developing electronic resource mgmt. systemsMany are now developing electronic resource mgmt. systems
EBSCO UpdateEBSCO Update
EBSCO Ejournal Portal EBSCO Ejournal Portal
Ebsco Online ReportEbsco Online Report
Roundup! Getting ‘Em in the CorraRoundup! Getting ‘Em in the Corrall Determine what online access you should haveDetermine what online access you should have
Rolling archive? Access only to paid years? Free archival access?Rolling archive? Access only to paid years? Free archival access? Activate new / unclaimed access. Keep track of admin logons!Activate new / unclaimed access. Keep track of admin logons!
Are statistics available? Online? Write publisher?Are statistics available? Online? Write publisher? Do an inventory at least once / year (Mar-Apr); test access of Do an inventory at least once / year (Mar-Apr); test access of
oldest and newest years. “Grace periods” often end in Feb.oldest and newest years. “Grace periods” often end in Feb. Has more content been added? is archive now sold separately?Has more content been added? is archive now sold separately? Note discrepancies in coverage; claim online as neededNote discrepancies in coverage; claim online as needed
Review all publisher letters / emails, even if you use a vendorReview all publisher letters / emails, even if you use a vendor Create spreadsheet / list of account numbers; vendors may not Create spreadsheet / list of account numbers; vendors may not
know these in many cases; usually on mailing labels or in mailingsknow these in many cases; usually on mailing labels or in mailings File licenses or copy terms & conditions from website. File licenses or copy terms & conditions from website.
ILL policies? Downloading limits? Perpetual access rights?ILL policies? Downloading limits? Perpetual access rights?
Round-up: Countin’ HeadsRound-up: Countin’ HeadsProjectCOUNTERProjectCOUNTER
Name TitleBR1 Book Report 1: Number of Successful Title Requests by Month and
TitleBR2 Book Report 2: Number of Successful Section Requests by Month
and TitleBR3 Book Report 3: Turnaways by Month and TitleBR4 Book Report 4: Turnaways by Month and ServiceBR5 Book Report 5: Total Searches and Sessions by Month and Title
BR6 Book Report 6: Total Searches and Sessions by Month and Service
CR1 Consortium Report 1: Number of successful full-text requests by month
CR2 Consortium Report 2: Total searches by month and databaseDB1 Database Report 1: Total Searches and Sessions by Month and
DatabaseDB2 Database Report 2: Turnaways by Month and DatabaseDB3 Database Report 3: Total Searches and Sessions by Month and
ServiceJR1 Journal Report 1: Number of Successful Full-Text Article Requests
by Month and JournalJR2 Journal Report 2: Turnaways by Month and Journal
Round-up: Countin’ Heads:Round-up: Countin’ Heads: SUSHI SUSHI
SUSHI: SUSHI: SStandardized tandardized UUsage sage SStatistics tatistics HHarvesting arvesting IInitiative is nitiative is a NISO standard developed by Ebsco, Ex Libris, a NISO standard developed by Ebsco, Ex Libris, Innovative, & Swets to address:Innovative, & Swets to address: Expanding scope of eResourcesExpanding scope of eResources Problem of non-standard “containers” (e.g., entire issues / Problem of non-standard “containers” (e.g., entire issues /
vols./ book chapters scanned as a single document)vols./ book chapters scanned as a single document) Time- and labor-intensive effort of data collection and Time- and labor-intensive effort of data collection and
presentationpresentation
http://www.niso.org/committees/SUSHI/SUSHI_comm.htmlhttp://www.niso.org/committees/SUSHI/SUSHI_comm.html
Round-up: Countin’ HeadsRound-up: Countin’ HeadsUsing statistics wiselyUsing statistics wisely
Most journals see increase in use when online Most journals see increase in use when online Some publishers do not provide use statistics at all or very Some publishers do not provide use statistics at all or very
limited; publisher may email stats upon requestlimited; publisher may email stats upon request Determine what is being used, where, & in what formatDetermine what is being used, where, & in what format
Content on multiple sites? Add statistics across platforms Content on multiple sites? Add statistics across platforms Is title relevant to only a few? expect lower statsIs title relevant to only a few? expect lower stats Is the archival content being used? Store / weed printIs the archival content being used? Store / weed print Has print circulation rate decreased? consider e-only accessHas print circulation rate decreased? consider e-only access ““Turn-away” counts may target resources that users needTurn-away” counts may target resources that users need MetaSearch engines may inflate statisticsMetaSearch engines may inflate statistics
Cost per use: $1200 title has 100 downloads for the year, so Cost per use: $1200 title has 100 downloads for the year, so cost is $12 / use (or article). cost is $12 / use (or article).
For overall impact, compare to ILL or pay-per-view costs: For overall impact, compare to ILL or pay-per-view costs: below 50 downloads, PPV may be cheaperbelow 50 downloads, PPV may be cheaper
Statistics from vendorStatistics from vendor
ON THE ON THE TRAIL!TRAIL!
DELIVERING DELIVERING TO THETO THE
DESKTOP, DESKTOP, LAPTOP,LAPTOP,PHONE,PHONE,
READER,READER,ETC.ETC.
On the Trail: Delivering the ContentOn the Trail: Delivering the Content Online catalogOnline catalog
Relatively inflexible; difficult to keep currentRelatively inflexible; difficult to keep current Website / LibGuide listing (alpha / subject)Website / LibGuide listing (alpha / subject) Local databaseLocal database
Relatively inexpensive and searchableRelatively inexpensive and searchable Store admin info & passwords; licensing info on staffsideStore admin info & passwords; licensing info on staffside Requires constant updating & some IT helpRequires constant updating & some IT help
Linkresolver (SFX, Serials Solutions, LinkOut or other vendor Linkresolver (SFX, Serials Solutions, LinkOut or other vendor linker (OVID, Web of Science, CSA, EBSCO EJS)linker (OVID, Web of Science, CSA, EBSCO EJS) Vendor responsible for updating URLs, dates, titles, etc.Vendor responsible for updating URLs, dates, titles, etc. Expensive; no place to store admin & licensing infoExpensive; no place to store admin & licensing info Requires staff time for maintenanceRequires staff time for maintenance
GoogleScholar, PubGet, WorldCat Local, etc.GoogleScholar, PubGet, WorldCat Local, etc.
On the Trail: LinkresolversOn the Trail: Linkresolvers
Available titles are selected from lists arranged by title Available titles are selected from lists arranged by title and / or sourceand / or source
- some vendors (ISI) prefer to handle this - some vendors (ISI) prefer to handle this
- may have an option for tape-loading titles- may have an option for tape-loading titles Mechanism for periodic updating via date limiting and/ Mechanism for periodic updating via date limiting and/
or emailingsor emailings Option for linking at title level to catalog, local Option for linking at title level to catalog, local
database, other holdings database, other holdings Reliant on information from publishers / vendorsReliant on information from publishers / vendors Some local updating should be expectedSome local updating should be expected
On the Trail: Intro to LinkOutOn the Trail: Intro to LinkOut
NEW! New LinkOut(r) for Libraries Quick Tours. NEW! New LinkOut(r) for Libraries Quick Tours. NLM Tech BullNLM Tech Bull. 2009 . 2009 Sep-Oct;(370):e14 Sep-Oct;(370):e14
6-minute quick tour, Library Submission Utility: An Introduction, and a 6-minute quick tour, Library Submission Utility: An Introduction, and a 2-minute quick tour, Retrieving Your Password for the Library 2-minute quick tour, Retrieving Your Password for the Library Submission Utility, are now available under the Training and Promotion Submission Utility, are now available under the Training and Promotion section of the LinkOut for Libraries homepage section of the LinkOut for Libraries homepage http://www.ncbi.nlm.nih.gov/projects/linkout/doc/liblinkout.htmlhttp://www.ncbi.nlm.nih.gov/projects/linkout/doc/liblinkout.html and on and on the Distance Education Program Resources page the Distance Education Program Resources page http://www.nlm.nih.gov/bsd/dist_edu.html#lhttp://www.nlm.nih.gov/bsd/dist_edu.html#l. These quick tours require . These quick tours require the Adobe Flash(tm) Player.the Adobe Flash(tm) Player.
A-Z list in SFXA-Z list in SFX
Clicking on InfoKat (catalog) Clicking on InfoKat (catalog) link from the SFX menu link from the SFX menu
retrieves both p + e formatsretrieves both p + e formats
Archives of Neurology Archives of Neurology
Record for electronic formatRecord for electronic format
““Holdings” / Holdings” / access info is access info is provided only provided only in SFX menu in SFX menu
(click on (click on GetText icon)GetText icon)
““856” field is the link between SFX & 856” field is the link between SFX & the catalog; key to successful the catalog; key to successful
linking is having the same ISSN on linking is having the same ISSN on both the SFX and catalog recordboth the SFX and catalog record
Archives of Neurology MARC Archives of Neurology MARC record for electronic format. 856 record for electronic format. 856
field has the standard text for field has the standard text for linking back & forth to SFX ; linking back & forth to SFX ; print & electronic records are print & electronic records are
also linked to each other.also linked to each other.
SFX as Outside ToolSFX as Outside Tool
PubGetPubGet
Out to Pasture: Perpetual AccessOut to Pasture: Perpetual Access
Post-cancellation options:Post-cancellation options: None in some cases, multiple options in othersNone in some cases, multiple options in others Continue use at current websiteContinue use at current website
Taylor & Francis: free; free if other titles are current for Taylor & Francis: free; free if other titles are current for many publishers (Elsevier); others charge hosting feemany publishers (Elsevier); others charge hosting fee
CD / DVD / flashdrive / as-yet-to-be-designed formatCD / DVD / flashdrive / as-yet-to-be-designed format Purchase archive & pay hosting feePurchase archive & pay hosting fee PORTICO (“trigger event”), LOCKSS, publisher silosPORTICO (“trigger event”), LOCKSS, publisher silos Institutional (IR) or group repository (GR)Institutional (IR) or group repository (GR)
Out to Pasture: Perpetual AccessOut to Pasture: Perpetual Access
LOCKSS (LOCKSS (LLots ots oof f CCopies opies KKeep eep SStuff tuff SSafe) afe) http://www.lockss.orghttp://www.lockss.org
CLOCKSS (CLOCKSS (CControlled ontrolled LOCKSSLOCKSS):):
http://www.clockss.org/clockss/http://www.clockss.org/clockss/ PORTICO PORTICO http://www.portico.orghttp://www.portico.org Independent agencies, Independent agencies, e.ge.g.:.:
Koninklijke Bibliotheek (National Library of the Netherlands) – Koninklijke Bibliotheek (National Library of the Netherlands) – used by Elsevierused by Elsevier
Out to Pasture: Perpetual AccessOut to Pasture: Perpetual AccessInstitutional or group repositories:Institutional or group repositories:
Can use LOCKSS open software, dSpace, or other freeware; BE Can use LOCKSS open software, dSpace, or other freeware; BE Press Digital Commons: http://www.bepress.com/ir/Press Digital Commons: http://www.bepress.com/ir/
Many publishers permit authors to archive their own publications Many publishers permit authors to archive their own publications (Example: Elsevier: (Example: Elsevier: http://www.elsevier.com/wps/find/supportfaq.librarians/rightsasanauthorhttp://www.elsevier.com/wps/find/supportfaq.librarians/rightsasanauthor
Oxford Open: authors pay for open access Oxford Open: authors pay for open access http://www.oxfordjournals.org/oxfordopen/http://www.oxfordjournals.org/oxfordopen/
NIH Public Access Policy (now a law!): NIH Public Access Policy (now a law!): http://publicaccess.nih.gov/http://publicaccess.nih.gov/
http://www.mlanet.org/government/info_access/http://www.mlanet.org/government/info_access/ Federal Research Public Access Act of 2009 (S.1373):Federal Research Public Access Act of 2009 (S.1373):
http://www.arl.org/sparc/advocacy/frpaa/index.shtmlhttp://www.arl.org/sparc/advocacy/frpaa/index.shtml
Collection Development of EjournalsCollection Development of Ejournals
Future trends (from 2003):Future trends (from 2003): Fewer free-with-print; remaining free access may Fewer free-with-print; remaining free access may
have limitations have limitations TRUE!TRUE! More free backfiles More free backfiles TRUETRUE More “open access” journals More “open access” journals TRUETRUE More exclusive content (SAGE / EBSCO) More exclusive content (SAGE / EBSCO) TRUETRUE More packages for paid backfiles More packages for paid backfiles TRUETRUE Fewer vendors/publishers Fewer vendors/publishers VERY TRUEVERY TRUE
