if the shoe fits... sharon a. hogan ([email protected]) julie hurd ([email protected]) nancy r. john...

If the Shoe Fits...

Sharon A. Hogan ([email protected])

Julie Hurd ([email protected])

Nancy R. John ([email protected])

University of Illinois at Chicago

EDUCAUSE 2000 Nashville, Tennessee October 13, 2000

EDUCAUSE October 13, 2000

© Sharon A. Hogan, Julie Hurd, Nancy R. John

Change in Scholarly Information Format

Administrative Impacts: Library/Campus Scholarly impact for community of users Technology as both enabler and barrier Implications for other campus initiatives



The Challenge of Electronic Resources

publisher

library

user

sourcelibraryusercampus networkworkstationlocal ISPsoftware

paper electronic



Shelved

By

Circulation

Vendor

Cataloged

By

Catalogers

Order

By

Acquisitions

Receipt

By

Acquisitions

Selection By

Collections

Development

Checked in

by

Serials

CatalogedNo

Yes



Chancellor

University Librarian

Vice-Chancellor for Academic Affairs

Director of Advancement

Access Services -Circulation -Information Desk -Interlibrary Loan -Mail Services -Multimedia Services -StacksAdministration Office (LHS)Information ServicesSerialsSpecial CollectionsRegional Sites --Peoria --Rockford --UrbanaGMR, NN/LM --Electronic Library --Outreach --Resource Sharing

Library Administration

4/6/2000

Assistants to ULAdministrativeBudgetFacilitiesPersonnel

Acquisitions Department --Binding --Mending/Repair --Order Section --SerialsArchitecture & Art Library Cataloging Department --Copy Cataloging --Original Cataloging --Preprocessing & File MaintenanceCirculation --Bookstacks --Circulation Desk --Exit Control --Interlibrary Loan --DRU Unit --Math Library --Reserve/PeriodicalsCollections Development Department --BibliographersDocument s --Map Section --Curriculum Library --MicroformsReference DepartmentScience LibrarySpecial Collections Department --Archives (University) --Rare Books

Systems Manager

Great CitiesLiaison

Library of the Health Sciences

Richard J. Daley Library

InfoTech ArcadesSmall Systems (desk tops)Large Systems (ILS)Unix ServersWeb ManagementSecurity & Networking

Computer Center



State ILCSO Free from Commercial

Consideration for Access

Collections Development

Users

State Consortium

CIC Consortium

Questions/Negotiations

with vendor/publisher/aggregator

License Review Business Office

Free From Association Web

Page List

Announce University Community

Catalogedby

catalogers

Web Links

Review by Library Systems

Notify Reference, IS and ERQ University Legal

Review

Acquisitions creates record



SteeringUser FocusIntegration

Loading Dock •Training •Sorting areaNew Measures

•Green Sheet/Red Sheet• Evaluation of Approved Plans

Processing Delivery Quadrant (PDQ)

Management of Electronic Processes Cataloging/Metadata HoldingsMonitor RFP for State System

•Circwork•Binding•WebZ•GAR General Accounts Receivable•Green Sheet/Red Sheet

Electronic Resources Quadrant (ERQ)

Web Page Guidelines Public View of Digital Space

How to operationalize web pagesAre we internet experts?

•WebZ•Alphabetical Lists•Subject Access/Team (Static Pages)•Subject Access/Pathfinding Team (dynamic pages)•DBAT Team

Electronic Resources & Collections Quadrant

Evaluate E-journalsAAUAggregatorsMultiple PlatformsStatistics - use of Electronic Resources



Policies

Pricing Access to content Use of content Privacy Management data



Electronic Resource Green Sheet(Attach license agreement, publisher’s notice, recommendation, other pertinent information)

___New ___Renewal ___Modification Date for modification to take effect:_________

DATE:

FROM:

Title of resource:

URL:

Type of material: Database/Index_____E-journal_____E-monograph _____Other_____

Format: CD-ROM (Acq. to place firm order)_______Internet/Web______

1. COLLECTIONS DEVELOPMENT Date received: _____Date forwarded: _____

Do not select (initials): ____________Reason: ___________________________________Select (initials): _________________ Guideline__________Reviewed by HRM_________

General information about resource:Publisher/Provider__________________________________________________________

Available from aggregator: Yes____No_____If yes, which ones______________________

If product is also available in another format:Is there a record for it in NOTIS? No______Yes______NOTIS Control #________

Electronic contents: full______selective______TOC only ____________________

Number of simultaneous users:____________________



Campus Complications

Who on campus is authorized to license? Faculty solicitations Free-then cut off Different content from multiple sources Post to listservs Behind firewalls Communication with users



Implications for other campus initiatives

Policies need to be established Process will be slow to establish Re-organization to optimize process will

be slower Technology is a change driver



http://www.arl.org/scomm/licensing/principles.html

http://www.library.yale.edu/consortia/statement.html

http://www.library.yale.edu/~llicense/index.shtml

http://www.utsystem.edu/ogc/intellectualproperty/licrsrcs.htm



The Challenge of Electronic Resources

publisher

library

user


paper electronic



The User Challenge

User values may conflict with library choices critical mass interface functionality

New skills for old players Shifting roles and responsibilities



User Value: Critical Mass

Enough issues of an e-journal Enough titles from an aggregator Current with POP counterpart - or sooner!

pre-print access

All the content of POP research articles letters to editor news...



User Value: Interface Functionality Searching capability (as in POP)

author or subject known item

Browsing latest issue TOC scanning

New search features (only in digital) fulltext searching linked references



“But it’s still four clicks away…”

Click count:

How many mouse clicks to go from where I start on your Web page to my intended destination?



Aggregators or Aggravators? A User’s Perspective

Are there enough titles that interest me? Does the search engine do what I want? Are there links?

to other articles to abstracts

Can I print and download easily? Can I e-mail lists of references?



New skills for old players

Web agility Downloading and configuring software

clients helper “apps” customizing an interface

Troubleshooting when “it doesn’t work” “early adopters” vs. “laggards”



Shifting roles and responsibilities

user-directed marketing vs bibliographers researchers as publishers professional associations as aggregators associations as archivists librarians as technical consultants librarians as development partners



The Technical Challenge

Too many players Too many technologies Too many values Too many variations Too many options Too many things to go

wrong




Source

“Publisher” has changed to “ Web provider(s)”.

Multiple sources may mean multiple versions.

Multiple sources will mean shopping around, and change means different versions made available locally.



Library

Decision to acquire in the library crosses many people.

Troubleshooting access crosses departmental boundaries.

Access models need to be understood by all staff. Passwords -- IP-restrictions -- Proxy server



User

Needs to understand how the parts work together to get access.

Needs to understand and value ids and passwords

Needs to understand and value licenses Needs to be able to articulate problems



Campus network

Decisions made about technologies have wide impact.

Need to understand users’ environment. Individual players needs to understand

larger picture.



Workstation

Impact of software on access Impact of platform, memory, modem speed Issues of upgrading or changing

workstations



Local ISP

Tension between the library moving to IP-restricted resources while the Computer center was outsourcing Internet access

Support given by local ISPs to their customers

How to explain the technologies/support needed by a user of campus resources



Software

Library choices impact software needs. Computer center choices impact software

availability. Computer center support impacts library

support to users.



Close

Electronic resources are a fact of the modern university.

Many players own different pieces of the infrastructure.

We don’t yet understand how to plan effectively in such an environment.

Our users are paying the price .

if the shoe fits... sharon a. hogan ([email protected]) julie hurd ([email protected]) nancy r. john...

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