List of Real life Examples of Resource Management activities

Owned by Charlotte Whitt
Last updated: Nov 17, 2016
2 min read

Examples as screen dumps or text

General overview of OLE workflows and ideas: OLE ERM review.pptx. This presentation was prepared for the RM Workshop in Copenhagen, Spring 2016

  1. Contract negotiation
    1. large vendor - different types
    2. large publishers, e.g. Elsevier
    3. small publishers, e.g. ...
  2. Other types of contact with vendors and publishers
    1. access interruption
    2. trouble shooting
  3. Examples on licenses
    1. LibLicense has a page of sample publisher licenses: http://liblicense.crl.edu/licensing-information/publishers-licenses/. It is not maintained, so many of the links are dead, but there are some good examples available.
    2. ProQuest basic Terms and Conditions: http://www.proquest.com/about/terms-and-conditions.html
    3. Nature basic license: http://www.nature.com/libraries/site_licenses/2015acad_us.pdf
    4. LibLicense Model license: http://liblicense.crl.edu/licensing-information/model-license/. Updated two years ago, this is probably the most comprehensive model license available, that covers the variety of scenarios a library may wish to cover.
    5. The California Digital Library offers a Licensing ToolKit: http://www.cdlib.org/services/collections/toolkit/
    6. Earlier OLE terms flagged by a small group as the most important terms for licensing that an ERM would need to capture. One thing that we wanted was a general purpose field that could be modeled to be anything we wanted it to: a note, a dropdown, a lookup. You can see that in the Local Fields recommendation. That was not possible in the system, but I think having this flexibility to retroactively add fields is extremely important. Licensing Terms OLE 2.0.xlsx
      1. We also came up with a mock-up for the terms, just to provide a visual representation: agreement - all terms.pdf
  4. Access management
    1. setting up IPS (are there libraries who are not using IP authentication? Doing straight Shibboleth for everything? Using Open Athens?)
    2. setting up branding, e.g. the library's logo
      1. Example of complicated Administrative website (ProQuest): http://media2.proquest.com/documents/pam.pdf
  5. Subject librarians ERL dialogue
  6. The selection process and dialogues
    1. Vendor
      1. packages
        1. NC State's painpoints document: https://docs.google.com/document/d/1JXC6Huxg3nTq_l_0VwnSb75Xc8vuUIhmoXQjOp_Tx8A/edit
      2. individual titles
        1. Chicago's instructions to selectors for reviewing their titles during renewal season: Renewal instructions.docx and a sample of a spreadsheet with titles and other information: sample renewal sheet.xlsx
    2. Publisher
    3. Hands on selection vs. selection based on electronic informations
    4. Types
      1. databases
      2. other types of materials than books
  7. ERM related record types
    1. current
    2. Future
  8. Patron complaints
  9. Key pains

  10. Screenshots from your ILS: Adding a package or item from KB

  11. Screenshots from your ILS: Adding a package or item that is locally purchased or hosted

  12. Screenshots from your ILS: Adding OA (Open Access) items