The ABCs of ERM

Chapter 1 So What Are Electronic Resources Anyway?
Definitions
Who's Who: The Major Players
The Electronic Resources Life Cycle
NASIG Core Competencies
Who Should Read This Book?
Additional Readings
References
Chapter 2 Vendors Are Your Friend
Types of Vendors
Publishers
Aggregators
Subscription Agents (aka Book Jobbers)
Consortia and Buying Clubs
Platform Providers
The Ideal Vendor Relationship
Building Strong Working Relationships with Vendors
Jumpstarting Relationships at a New Library
Negotiating with Vendors
Adopting the Negotiation Mind-Set
Theories of Negotiation
Tips and Techniques
Conclusion
Additional Readings
References
Chapter 3 Licenses: The Fine Print
A Note on Public Libraries
Preparing to Negotiate
Definitions and Examples
Curing a Breach
Indemnification
Warrantees
Jurisdiction
Authorized Users
Limitation of Liability
Primacy of the Signed License
Policing Users
Authorized and Unauthorized Uses
Interlibrary Loan (ILL)
Scholarly Sharing
Printing, Copying, and Downloading
Electronic Reserves and Course Packs
Fair Use Clause
Business Terms
List of Items Covered by License
Guarantee of Usage Statistics
Guarantee of MARC Record Delivery
Renewal Terms
Authentication Methods
Inflation Cap
Early Cancellation
Perpetual Access
Archival Access
E-Book Licenses
Streaming Media Licenses
Current Trends in Licensing
Shared Electronic Resource Understanding (SERU)
ONIX-PL
Data and Text Mining
You Are Not Alone
Housekeeping
Conclusion
Additional Readings
References
Chapter 4 Buy All the Things!
Traditional Purchasing Options
Subscription Resources
Perpetual Access
Aggregator Databases
Access-Only
Journal Packages
One-Time Funds
Emerging Purchasing Options
Demand-Driven Acquisitions (DDA) and Patron-Driven Acquisitions (PDA)
Evidence-Based Acquisitions (EBA)
Interlibrary Loan Purchase-on-Demand (ILL PoD)
Pay-Per-View (PPV)
Pricing Models
Workflows for Acquisitions
Open Access
Conclusion
Additional Readings
References
Chapter 5 Creating Access in All the Right Places
Definitions
IP Authentication
Proxy Servers
Authentication Methods
Choosing a Proxy Server
EZproxy
Access to Databases
Access to Journals
Journals in Public Libraries
Knowledge Bases
OpenURLs
Journals and EZproxy
Access to Streaming Media
Access to E-books and Audiobooks
Access to Discovery Services
Publicity
Conclusion
Additional Readings
References
Chapter 6 Marketing, Part I: Planning
The Rules of Marketing
The Marketing Plan
Step 1: Research What Has Already Been Done
Step 2: Perform an Environmental Scan
Step 3: Develop a Marketing Group
Step 4: Conduct Market Research
Step 5: Write a SWOT
Step 6: Develop Goals
Step 7: Create an Action Plan
Step 8: Develop an Assessment Plan
Step 9: Evaluate
Step 10: Revise
Conducting Market Research
Surveys
Focus Groups
Conclusion
Additional Readings
References
Chapter 7 Marketing, Part II: Promotional Strategies
Word-of-Mouth Marketing
Web Marketing
The Value of Web Marketing
Tips for Web Marketing
Print Marketing
Varieties of Print Marketing
Tips for Print Marketing
Outreach Marketing
Examples of Outreach Marketing
Tips for Outreach Marketing
Branding
Developing Your Brand
Tips for Branding
Social Media
Tips for Social Media
Facebook
Twitter
Blogging
Conclusion
Additional Readings
References
Chapter 8 Assessment, Part I: Subscription Resources
Data-Driven Decisions
Qualitative Assessments of Electronic Resources
Qualitative Assessments beyond the Products Themselves
Measuring Usage
COUNTER and SUSHI
Tools and Resources
Determining Value
Databases
Journals and Big Deals
Media Platforms
Budgeting and Financial Sustainability
Talk to Your Reps
Distributing the Misery
Cancellation Band-Aids
Public Relations
Conclusion
Additional Readings
References
Chapter 9 Assessment, Part II: One-Time Purchases and Leases
Collection Development of Electronic Resources
Format Selection
Cost
Hands-Off Collection Development
Access vs. Ownership
Self-Pub
The Case for Weeding Electronic Resources
Identifying What to Weed
The Self-Weeding Collection
How to Weed Electronic Resources
Conclusion
Additional Readings
References
Chapter 10 I Think the Internet Broke
Reporting and Tracking Problems
What Went Wrong and How to Fix It
Step 1: Replicate the Problem
Step 2: Determine the Route of Access
Step 3: Seek Out Reports of the Problem
Step 4: Report the Problem
Troubleshooting Scenarios
Scenario 1: ProQuest Database Outage
Scenario 2: Downloadable Audiobook Access Error
Scenario 3: Journal Access Error
Scenario 4: Database Access Error
Scenario 5: Abundant Discovery Service Access Errors
The End of the Troubleshooting Rainbow
Conclusion
Additional Readings
References
Chapter 11 Users Are People, Too
Overview
Getting Started
Setting Goals
User Research
Persona Creation
Recruiting Users
Screening Users
Participatory Design
Card Sorting
Prototyping
Usability Testing
Types of Usability Tests
Creating a Test Plan
The Nuts and Bolts of Moderation
Executing the Test
Summarizing the Data
Analyzing the Data
Heuristic Testing
Presenting Your Findings
Conclusion
Additional Readings
References
Chapter 12 No Librarian Is an Island
Consortia
Advantages
Disadvantages
How to Make Consortia Work
Consortia in Action
Professional Development
Listservs
Organizations
Conferences
Webinars
Journals
Mentors
Conclusion
Additional Readings
References
Appendix
Glossary
Index