Er bootcamp 2015 9-30 klamla joint conference

Welcome to E-Resources Bootcamp

Presented by:Sarah W. Sutton, Emporia State UniversityMary Bailey, Kansas State UniversityChristina Geuther, Kansas State UniversityNancy Haag, Kansas City KS Public LibraryErich Kessler, Kansas City Kansas Public LibraryAngela Rathmel, University of Kansas

KLA / MLA Joint Conference, September 30, 2015

Core Competencies for E-Resources Librarians

Agenda

1. Core Competencies for E-Resources Librarians (Sarah Sutton)2. E-Resources life-cycle (Sarah Sutton)3. Technology for E-Resources (Christina Geuther & Nancy

Haag)4. Wrangling Data Generated by E-Resources (Erich Kessler)5. Communicating Effectively with E-Resources Stakeholders

(Angie Rathmel)6. Effective Management of E-Resources Personnel and Projects

(Mary Bailey)7. Personal Qualities of Excellent E-Resources managers (All)

1. The life cycle of electronic resources. The ERL has extensive knowledge of the concepts and issues related to the lifecycle of recorded knowledge and information from creation through various stages of use to disposition beyond that required of a generalist.

2. Technology. Providing and maintaining access to electronic resources is a primary responsibility of ERLs. It requires theoretical and practical knowledge of the structures, hardware, and software underlying the provision of access to electronic resources, and their interrelatedness. This includes but is not limited to information, communication, assistive, and related technologies as they affect the resources, service delivery, and uses of ERs in libraries and other information agencies.

3. Research and Assessment, which includes• Data generated by e-resources• Collect, analyze, manipulate, and interpret data• Research methods• Evaluates products and services• Problem solver

4. Effective communication, which includes• Communicating with a broad range of internal

and external stakeholders• Synthesizing complex and ambiguous

phenomena• Working collaboratively• Frame situations from others’ perspectives• Use data to make persuasive arguments

5. Supervising and Management, which includes

• Effectively supervise, train and motivate staff• Project management• Evaluate existing procedures and workflows• Create policies and best practices for e-resource

management• Establish and maintain effective working

relationships• Familiar with systems administration

6. Trends and professional development, The ERL works with concepts and methods that are very much in flux, and so has an abiding commitment to ongoing professional development through continuing education, attendance at professional conferences, webinars, following related professional literature, blogs and listservs, and other learning venues.

7. Personal Qualities. The ERL demonstrates:• Flexibility, open-mindedness and the ability to

function in a dynamic, rapidly changing environment.

• A high level of tolerance for complexity and ambiguity.

• Unrelenting customer service focus and dogged persistence in the service of users.

• Skillful time management.

The E-Resources Life-Cycle

The ERL understands the lifecycle of electronic resources in its ongoing complexity of multiple stages and processes. This broader understanding is essential as a foundation in order for anyone to be prepared to work with and act as a bridge across the multiple units/departments involved in electronic resources management in information organizations.

The E-Resources Life-Cycle

Source: Pesch (2009)

Technology for E-Resource

Nancy Haag, Kansas City, Kansas Public Library

Christina Geuther, Kansas State University Libraries

E-Resources BootcampKLA / MLA Joint Conference, September 30, 2015Technology for e-resources

Lowering Barriers to Access

Create an interface for e-resources for the digital user. Staffing: Web SpecialistPublic Relations

CoordinatoreContent Librarian ILS System Administrator

Software/Hardware: Web Server: LinuxWebsite Design:

Dreamweaver Database Software: Caspio Integrated Library System

Characteristics of a Digital UserAccess to materials via personal devicesInstantaneous access to materialsConstantly want new material

Characteristics of a Digital PlatformInteractiveCross-platform compatibilityEase of use

• HooplaAudio books eBooks Movies TV Series eMusic

Simultaneous CheckoutsEarly Return

• OneClickdigital (Recorded Books)

Audio books eBookseMusicSimultaneous Checkouts

• Axis 360 Magic Wall (Baker Taylor)

eBooks Audio booksNo Simultaneous CheckoutsEarly Return

• Yearbooks

• Zinio Magazines Simultaneous Checkout

• Databases

• Tumblebooks

Road Block for Digital User

Getting a Library Card

Right here, Right now

eCard Online User Registration

Only validation: zip code No additional validation to activate the

card Shorter library card number (6 not 14

digits) No physical library card

Curated ContentHOOPLA

Audio books – 21 day cko

eBooks – 21 day ckoMovies – 3 day ckoTV Series – 7 day

ckoMusic – 7 day cko

10 Total Checkouts per Month

Curated ContentHOOPLA

Audio books – 21 day cko

eBooks – 21 day ckoMovies – 3 day ckoTV Series – 7 day

ckoMusic – 7 day cko

10 Total Checkouts per Month

ecommunity.kckpl.org

Life-Long Reading Life-Start Reference Community-Life

Entertainment

User RegistrationsAge Oct 2014 - Aug 20150 - 9 5

10 - 19 155220 -29 9830 - 39 14140 -49 8550 - 59 9560 - 69 10870 - 79 1380 - 89 7No Age 32TOTAL 2136

Vendor Total Circulations

Axis 360 3,919

Hoopla 4,831

OneClickdigital 331

Tumblebooks 76,110

Zinio 888

TOTAL 89,978

CirculationStatistics

Questions?Nancy Haag

nhaag@kckpl.org

Electronic Resources and Technology

in an Academic Library

Christina Geuther, MLIS, MDivElectronic Resources Librarian,

Kansas State University

Kansas State University Libraries

•Land-grant institution founded in 1863

•Campuses in Olathe, Salina, and Manhattan, Kansas

•2014 FTE was 21,581•$5.8 million budget for electronic resources

•Migrated in July from electronic resources managed in Ex Libris Verde to Ex Libris Alma"Hale Exterior". Licensed under CC BY 3.0 via Wikipedia -

https://en.wikipedia.org/wiki/File:Hale_Exterior.jpg#/media/File:Hale_Exterior.jpg

K-State Work Distribution for E-Resources

• Head, Content Development & Acquisitions • Approves purchases and renewals while overseeing department

• Content Development Librarians • Review e-resources, analytics, vendor profiles

• Continuing Resources Librarian • Oversees Library Assistants for processing invoices, activating & linking new

portfolios/collections • Co-administers e-resources modules

• Electronic Resources Librarian • Documents licenses and license alternatives for e-resources • Co-administers e-resources modules

• Electronic Resources Access Specialist • Administers link resolver and collects usage statistics

• Interlibrary Loan Services • View license terms and process interlibrary loans incoming and outgoing

Technology Used to Manage E-Resources

•Proxy server•Link resolver•Electronic resource management system (ERM)

•Discovery layer

What is a Proxy Server?

•A proxy server allows patrons off-site to establish themselves as authorized users of an e-resource through credentials

•K-State employs a commonly used proxy server referral program called EZProxy

When licensing, the EZProxy IP

address is registered with

the vendor

A stanza of code is

provided by the vendor to

add to the server using

Link resolver includes Proxy

Prefix when generating

URLs;Catalog records include Proxy Prefix to URLs

in 856 or portfolio level

What is a Link Resolver?

•When is it at play? A patron searches for an online article or journal --> finds a menu with where a search result is available (databases)--> chooses one of the results and is brought to a log-in screen (because of the proxy server)--> connects to article or journal location

•K-State used Ex Libris SFX (the first link resolver) until its migration to Alma in order to establish parse parameters to get to targets

•OpenURL standard

How Does an ERM Work?

•K-State migrated from Ex Libris Verde ERM to unified resource management system Alma in July

•Librarians link from central or create record in a local index to include an electronic resource in the local collection

•That record is then associated with a processing schedule for acquisition and renewal

•The record may also be linked to an interface with licensing information

•Usage data of the e-resource may also be included •Throughout the process of managing an e-resource through an ERM, many hands at play

What is a Discovery Layer?

•A discovery layer federates a search query across multiple databases and the library catalog or works from metadata maintained in a central index

•A discovery layer like the Ex Libris Primo product used at K-State may also be customized to publicly present usage terms with the search results, such as interlibrary loan or walk-in use of an electronic resource if the electronic resource cannot be accessed by a patron through the proxy server

Wrangling data generated by e-resources

Erich Kessler (KCKPL)

•Range of data•Data

–Interconnected–Distinct

Vendors

•Vendor web sites•Proprietary products•Vendor Support

Making sense of data

•Collect•Analyze•Manipulate•Meaningful interpretation •Methods

–Relational Databases–Spreadsheets–Word Processing Programs

Assessment

•Examine•Evaluate•Objectivity •Needs of the users•Subscription

–Terms

Research Methods

•Specifications, efficacy, and cost efficiency •Bibliometrics

–Collection Assessment•Systems Analysis

–Troubleshooting

Principles & Techniques

•Identify & Analyze•Emerging technologies •Innovations•Recognize & implement improvements

Wrangling Data

•Reporting –Usage & cost per use

•Needs & Budget Constraints –When to recommend cancellations–When to add

•Reports–Strengths/Weaknesses

Wrangling Data

•Publisher & Vendor Pricing Policies–Package Deals

•Alternatives

Behind the Scenes

•Problem Solving•Organization •Analytical •Detail-oriented

Communicating effectively with e-resources stakeholders

Angela RathmelHead of Acquisitions & Resource Sharing

About me•Ambivert•Not always great at it•Grew better through music, teaching, psychology

•Influenced professionally: Strengths and Vulnerability, Dervin.

•Everyone his/her e-resource

Teamwork

•4.4. Demonstrating the ability to work collaboratively with other units and staff, establishing and maintaining effective working relationships.

Messaging and Empathy

•4.1 Communicating effectively, promptly, and consistently, verbally and in writing, with a broad range of internal and external audiences: users, colleagues and staff, subscription agents, and vendors; the ERL must be able to tailor the message(s) to the circumstances and to the audience as needed.

•4.5 Demonstrating the ability to frame situations according to the others’ perspective to recruit assistance with troubleshooting from vendors, agents, consortium partners, IT support, student/faculty users, etc. EMPATHY

Empathy - How?

•Active listening

•Join committees

•Smile, small talk

•Reference desk shifts

•Regular meetings

Less is more

•4.2 Synthesizing [into] easy to understand summaries of complex and ambiguous phenomena. ERLs often serve as the library’s liaison with external stakeholders such as vendors or institutional information technology staff.

Less is more - How?

•Empathy, again.

•Terminology, jargon

•Questioning (Reference Interview) “Tell me more about that…”

•Start small

•Don’t bury the lead

Image: cover of "What Do You Mean" by Justin Bieber

Just the facts, ma’am…

•4.3 Explaining and instructing clearly and concisely, when and as needed; rises above personal feelings and frustrations in order to provide the best possible services and resources to end users.

INFORMATION MANAGEMENT

•4.7 Recognizing the need for data, selecting appropriate data analysis methods and utilizing data (e.g. resource usage statistics) persuasively to inform decision making.

Information Management – How?

•Improve email(personal task tracking, shared accounts)

•Web forms

•Ticketing systems

•Spotlights vs Lobs(Feather, 2007)

Other How?

•Emotional Intelligence (for you), Empathy (for others)

•Strengths•Facilitation, project management

•Practice, practice, practice

https://youtu.be/1Evwgu369Jw Brene Brown on Empathy

QUESTIONS?

•4.8. Making presentations that are clear and comprehensive.

Resources• Ingred Bens (2012). Facilitation at a glance! : your pocket guide to facilitation. Salem, NH:

GOAL/QPC. http://www.worldcat.org/.../785065675&referer=brief_results • Brene Brown (2015). Rising strong. New York: Spiegel & Grau. http://

www.worldcat.org/.../909776909&referer=brief_results • Brene Brown (2012). Daring greatly: how the courage to be vulnerable transforms the way

we live, love, parent, and lead. New York: Gotham Press. http://www.worldcat.org/.../779263434

• Marcus Buckingham (2007). Go put your strengths to work : 6 powerful steps to achieve outstanding performance. New York: Free Press. http://www.worldcat.org/.../77573917&referer=brief_results

• Brenda Dervin, Lois Forman-Wernet, and Eric Lauterbach (2003). Sense-making methodology reader: selected writings of Brenda Dervin. Cresskill, N.J: Hampton Press http://www.worldcat.org/...51871729&referer=brief_results

• Celeste Feather (2007). Electronic Resources Communication Management: a Strategy for Success. Library Resources & Technical Services, 51 (3). 213. http://search.proquest.com/docview/216899918

• Angela Rathmel, Liisa Mobley, Buddy Pennington & Adam Chandler (2015). Tools, Techniques, and Training: Results of an E-Resources Troubleshooting Survey, Journal of Electronic Resources Librarianship, 27:2, 88- 107 http://dx.doi.org/10.1080/1941126X.2015.1029398

Effective Management of E-Resources Personnel and Projects

Mary BaileyContinuing Resources Librarian

E-Resources BootcampSupervising and Management

Mary BaileyContinuing Resources Librarian

Effectively supervise, train and motivate staff

•Know your staff•What motivates them•What is their learning style•Trust them to do their job•Praise and reward them

Project management

•Timeline and Deadlines•Gather the right group of stakeholders•Take the time for planning, lots of time•Do first yourself then Document•Training•Evaluate and Re-evaluate•Motivate and reward

Procedures and workflows

•When training new staff•Evaluate when something changes•Changing workflows affect others •Involve your staff when possible

Synthesize policy

•Know your local resources•Stay aware of best practices•Know the technology (or your tech people)

Working relationships

•Listen•Get to know your coworkers•Be willing to compromise and collaborate•Be professional

Systems administration

•You don’t have to be a computer geek•You do need to understand the relationships and functionality

•Make friends with your IT person/staff•Know who to contact for program/package/database problems

More Sys Admin Account and data management

•User permissions•Back-ups•Reports

More Sys AdminOptions for tech support

•Vendors•Product specific tech support•Listservs – especially for library system•Library or campus IT staff•Tech savvy co-workers

Thank you

bPersonal Qualities Necessary for E-Resources work:

•Flexibility, open-mindedness, and the ability to function in a dynamic, rapidly changing environment,

•A high tolerance for complexity and ambiguity,

•Unrelenting customer service, and•Skillful time management.

References

Pesch, O. (2009). ERMs and the e-resource life-cycle [Powerpoint slides]. Retrieved from http://tinyurl.com/ERLifeCycle

Contact Us

Sarah Sutton, ssutton3@emporia.eduMary Bailey, redhead@ksu.edu

Christina Geuther, cgeuther@ksu.edu Nancy Haag, nhaag@kckpl.org

Erich Kessler, ekessler@kckpl.orgAngie Rathmel, aroads@ku.edu

Er bootcamp 2015 9-30 klamla joint conference

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