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Our presentation will focus on Cornell and Columbia’s efforts to examine local electronic resource licensing, acquisition, and management work-flows; identifying procedures and operations that can be streamlined and integrated as we move closer towards the goal of joint management of electronic resources. The presenters will provide a brief background of the 2CUL collaboration (http://2cul.org/node/17), an overview of our varied local practices, workflow environments and systems used to support the life cycle of an electronic resource. We will speak to our similarities and differences, and areas that have been identified from which we can build a stronger collaboration. Emphasis will be placed on our current efforts to investigate local e-book purchasing procedures and the potential development for a joint workflow. Presenters will also discuss the experience of cross-institutional collaboration and communication, and we will highlight the efforts of established cross-institutional committees and task forces which are working to provide a future framework for the technical services 2CUL environment. Presenters: Colleen Major, Networked Electronic Resources Librarian – Columbia University Jesse Koennecke, Head, Electronic Resources – Cornell University Boaz Nadav-Manes, Director, Acquisitions and Automated Technical Services – Cornell University
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Jesse Koennecke, Head Electronic Resources,Cornell UniversityColleen Major, Networked Electronic Resources Librarian, Columbia UniversityBoaz Nadav-Manes, Director, Acquisitions and Automated Technical Services,
Cornell University
The Electronic Sandbox: Cross-Organizational Electronic Resource
Management
What is 2CUL?• Columbia and Cornell University Libraries• Andrew W. Mellon Foundation and in partnership with Ithaka S+R Research• Transformative and enduring partnership• Pool resources to provide content, expertise, and services that are impossible
to accomplish acting alone• Collaboration, including legal, technical, fiduciary, and governance issues that
underpin this relationship• Early focus is placed on the enabling infrastructure
(http://2cul.org/)
int 2CUL Activities
Access Serviceso Improved deliveryo On-site privledges
Catalogingo Koreano Chinese, Hebrewo RDA training
Collaborative collection developmento 2CUL Selectorso Collection analysiso Improved delivery
Digital preservationE-resource managementAcquisitions
o Joined approval plans (Slavic/LA)o Poof
E-Resources Management
Goal:Develop collaborative workflows to enable cross-institutional sharing of
content, expertise, and services.
…content, expertise, and services
Content• Shared or joint licensing and acquisition
Expertise• Identify and implement best practices• Develop deep expertise in key areas
Services• Collaborative troubleshooting
Findings
Different approaches, same overall goalsDifferent tools for similar activities (ERM, separate Voyager systems, Serials Solutions, etc…) – bigger issue
CUL Systems
ornell U Libraries•III: ERM, DBs, openURL•360: MARC, Summon•Ex Libris: ILS•Local CUL systems
o eNERF Trackingo Proxy/PURL Config
Columbia U Libraries•360: ERM, MARC,
Summon,COUNTER, E-Journals, openURL
•Ex Libris: ILS, Metalib•Local CUL systems: DBs
E-Books Task Force: charged with surveying the landscape in more detail and recommending steps that our libraries should take in the short term to improve e-book access and management, and proposing an organizational framework that will ensure continued monitoring of these issues and appropriate action.
Books sk Force
bliographic Access
OpenURL Linking
E-Book package workflow. - Columbia and Cornell
ook package workflow differences. olumbia and Cornell
mbia's E-Book firm ordering workflow
Cornell's E-Book firm ordering workflow
POOF!
http://poof.library.cornell.edu/
is an online tool that automates the largely manual steps required to review and place an order for an all formats. 4536 orders as of yesterday - around 40% of our non WCS orders.
stem is built with Drupal, uses queries that acquire bibliographic metadata from WorldCat and present ser friendly fashion.
specialists in both Columbia and Cornell can review the bibliographical information and discover if an already held by the other 2CUL partner.
ecialist is also able to order, reject, or defer an item for additional review.
et matrix determines where the purchase will be made from (based on variables within the metadata ated with the material to be purchased.)
s scripts enact the decisions in the appropriate system that will create the acquisitions record and se order.
ol provides avenues for subject specialists to interact across institutions with each other (and with
API to Vendor A
Cornell
ested ebook
flow
Columbia POOF!
Initiate matrix immediately
Initiate matrix during night
API to Vendor B
API to Vendor C
aut orderMatrix R/S/M/P/PDA/p+e
order request
Matrix coo/zcu/2cul
Matrix license coo/zcu/2cul
Matrix Print
aut voyager
FTP records inquiry
nvoice + activation
update matrixes
R/S/M/P/PDA ?
Reserve/Rush ?
HOLDINGS? COO/ZCU/2CUL
YesNo
Principal collaborative concepts
• Understand culture and context (if possible before you start...)
• Risk taking and assessment• PM methodology - SCRUM
Development• Investigate local
Workarounds• Normalize expectations• Build on grassroots efforts
Challenges and Opportunities in Coordinating 2CUL plans:
Pilots – Investment in resources and time. Require more oversight and imaginative thinking (mutual risk taking with the hope of long term benefits).Automate via metadataEarly prototyping and usage of tools impact vendors to come upwith better solutionsScalability in development and business models
2CUL PSA Working Group
