1. April 15-16, 2004 North Carolina Serials Conference Complicated, Constant, and Consortial: Managing Electronic Resources at The Ohio State University presented by: Rocki Strader Electronic Resources Manager The Ohio State University Libraries Sandy Hurd Director of Sales, Digital Solutions Innovative Interfaces, Inc.

2. North Carolina Serials Conference April 15-16, 2004 A Librarian’s Perspective

3. North Carolina Serials Conference April 15-16, 2004

4. North Carolina Serials Conference April 15-16, 2004 Does an E-Resource Meet our Needs? Does it support a curriculum or program? Is the content reliable? Does it provide access to material we do not have in some other format? Does it provide access more effectively than other access to this information? Is the improved access worth the cost? Is it stable?

5. North Carolina Serials Conference April 15-16, 2004 Different Types of Electronic Resources E-journals Databases E-books Websites

6. North Carolina Serials Conference April 15-16, 2004 Different Models for Access E-journals –May or may not have a license –May or may not come with print (free or fee) –May be online only (free or fee) –May be direct from publisher –May be provided through aggregator Databases –No license, purchased content (rare) –No license, subscription access (content not purchased) –License, purchased content –License, subscription access (content not purchased)

7. North Carolina Serials Conference April 15-16, 2004 Different Models for Access E-books –May or may not have a license –May or may not supplement or be bundled with print (free or fee) –Often online only (free or fee) –May be direct from publisher –May be provided through aggregator Websites –Usually freely accessible –May or may not have a license or terms of use (usually not) –May or may not supplement a print document (free or fee)

8. North Carolina Serials Conference April 15-16, 2004 Different Means of Purchasing E-journals –Direct from publisher/provider –Through vendor –OhioLINK Databases –Direct from publisher/provider –OhioLINK/OHIONET –CIC E-books –Direct from publisher/provider –Through vendor –OhioLINK

9. North Carolina Serials Conference April 15-16, 2004 Getting a Resource in Place: The People and The Process Can involve up to 12 people at OSU Usually 9 people if licensed Usually 7 people if not licensed Once in place may involve 2-5 people –Depending on nature of any subsequent problems

10. North Carolina Serials Conference April 15-16, 2004 University Libraries: Collection manager making request Assistant Director for Collection Development Head, Serials & Electronic Resources Electronic Resources Manager Electronic Resources Specialist, acquisitions IT Dept Reference Liaison Access Support and Accounting The People

11. North Carolina Serials Conference April 15-16, 2004 Head, Serials Acquisitions Electronic Resources Specialist, database maintenance Systems Librarian Office of Legal Affairs: Liaison to Libraries Senior Vice President for Business and Finance and Chief Financial Officer The People – continued

12. North Carolina Serials Conference April 15-16, 2004 The Process 1.Selection by collection manager 2.Approval by Assistant Director for Collection Development 3.Negotiation of license By Head, S/ER (library & business terms) By Office of Legal Affairs (State of Ohio requirements; authorized signature) 4.Set up order in online catalog (the ILS) 5.Submit IP addresses to provider

13. North Carolina Serials Conference April 15-16, 2004 The Process – continued 6.Receive invoice 7.Process and pay invoice 8.Confirm access and make available to patrons via ILS 9.Track renewal 10. Trouble-shoot any later access problems (may be technical or content related)

14. North Carolina Serials Conference April 15-16, 2004 Set-up and Maintenance Issues Trials (maintained by IT Dept Reference Liaison) –Proxy compatibility –Browser compatibility Tracking (overseen by Electronic Resources Manager) –Contact information Publisher Vendor Access provider –Renewals Individual titles, package deals OhioLINK, OHIONET, CIC

15. North Carolina Serials Conference April 15-16, 2004 Set-up and Maintenance Issues – continued Usage statistics (collected by IT Dept Reference Liaison) –Monthly, quarterly, annual –Each provider has a different means for providing data IP addresses (kept by S/ER and IT depts) –IT dept involved with recurrent access problems –Access is almost exclusively IP based –S/ER maintains lists of ranges for vendors and providers –IT maintains specific IPs for all machines in Libraries

16. North Carolina Serials Conference April 15-16, 2004 The Only Constant is Change!

17. North Carolina Serials Conference April 15-16, 2004 “Subject to Change” Changes in providers –Lawrence Erlbaum titles: from Ingenta to LEA Online –Official Index to the Times: from ProQuest to Gale Changes in pricing models –Science Online –PNAS –AGU (also involved change in license terms) License changes Title changes Coverage changes (e.g., JSTOR moving wall)

18. North Carolina Serials Conference April 15-16, 2004 Other Issues The print/e-resource flip OhioLINK pricing Dekker Sheer volume of titles E-journals OhioLINK: over 5,000 Additional OSU: over 3,000 Databases OhioLINK: about 150 OHIONET: over 40 Additional OSU: over 1000

19. North Carolina Serials Conference April 15-16, 2004 Other Issues – continued Serials Solutions MARC records E-journal Portal Other issues OSU’s “Database of Databases”

20. North Carolina Serials Conference April 15-16, 2004

21. North Carolina Serials Conference April 15-16, 2004 OSU’s Consortial Participation OhioLINK OHIONET CIC: Committee on Institutional Cooperation

22. North Carolina Serials Conference April 15-16, 2004 OhioLINK Terms and Deals OhioLINK comprises five different funding models Prices and licenses negotiated by OhioLINK except for Pay-to-Play In Pay-to-Play, most prices negotiated by OHIONET Pay-to-Play licenses negotiated by individual institutions

23. North Carolina Serials Conference April 15-16, 2004 OhioLINK Funding Models 1)OhioLINK Funding comes from the State through the Regents’ system No OSU costs Access available to ALL of OhioLINK 2)War Chest Price negotiated by OhioLINK Cost based on FTE of participating institutions OSU’s FTE-based cost comes out of OSU’s budget Access only to paying institutions 3)Pay-to-Play Price negotiated by OHIONET Discounts usually based on the number of participating institutions Cost comes from OSU’s budget Access only to paying institutions

24. North Carolina Serials Conference April 15-16, 2004 OhioLINK Funding Models – continued 4)NPR Model OhioLINK negotiates the price Interested institutions pay portion of cost Number of paying institutions determines the cost per institution (the more that participate, the less each has to pay) If OSU participates, cost comes out of OSU’s budget Access is granted to ALL of OhioLINK 5)Free LSTA grant-funded databases Bartleby.com

25. North Carolina Serials Conference April 15-16, 2004 OHIONET and CIC OHIONET –Prices negotiated by OHIONET –Licenses negotiated by individual institutions CIC –Prices and licenses negotiated by CIC

26. North Carolina Serials Conference April 15-16, 2004 A Vendor’s Perspective

27. North Carolina Serials Conference April 15-16, 2004 Building New Software Listen to the customer, be responsive Development partners and beta sites Critical concepts Support for Digital Library Federation’s Electronic Resources Management Initiative (ERMI) –Vendor reactor panel –Process and terminology –Search “web hub Chandler” Standards –Joint Working Party (NISO + EDItEUR) and ONIX –COUNTER

28. North Carolina Serials Conference April 15-16, 2004 Most Important Criteria Loading –Multiple data sources –Multiple formats –Bibliographic and holdings data –URL linking and verification Tracking –License terms –Negotiation timing and details –Consistent and controlled vocabulary Management –Ticklers –Reports Staff and public views Go beyond the e-journal and the package

29. North Carolina Serials Conference April 15-16, 2004 What’s Ahead General release Integrated and stand-alone sites Dozens in the queue Already planning version 2 –COUNTER –Sub-packages –Scoping e-journals vs. databases –More Continue to listen and respond

30. North Carolina Serials Conference April 15-16, 2004 Thank you. Rocki Strader, strader.2@osu.edustrader.2@osu.edu Sandy Hurd, shurd@iii.comshurd@iii.com