ALA 2008: Merging Print and E-Serials Workflows the System suppliers perspective

This talk by ? from III (Innovative Interfaces Inc.)

She is starting by asking what do the workflows have in common:

  • Goals for staff
    • Efficient and effective
      • Selection and acq
      • Maintenance
      • Tracking subs and renewal informatin
      • Reports on cost and usage
      • Managing cancellation

Makes a huge amount of sense to have cross-training.

  • Goals for patrons
    • Efficient and effective
      • Findability
      • Browsability
      • Availability
      • Contextual linking
      • Holdings information

“People do not come into a library to search, they come to find”

Patrons want what they want, they don’t care how it is held or delivered (I agree, although with some limitations – there are certain baselines that patrons want in terms of how they can use the resource I think – although these move over time – there was a point when people would use print in preference to electronic, but not now)

Now describing some stuff about print subs:

  • Bib record for finding in OPAC
  • Order record for tracking payments
  • Holdings record to record retention or ownership
  • Card (! I think she means virtual cards) to display receipt of individual issues
  • Item records to circulate issues (at Imperial we don’t have these, and don’t circulate journal issues)

For e-subs:

  • Resource record for fiding databases in OPAC
  • License record to manage legal details
  • Order record for tracking payments
  • Bib record for individual titles in package
  • Holdings record to show coverage

Ongoing maintenance functions

  • Monitoring receipts – this is different between print and e
    • Print subs
      • virtual checkin card
    • E-Subs
      • Coverage span (note one of the really key differences between link resolvers and traditional systems is that coverage span in resolvers is typically stored in a machine actionable format – if only this was the case for print journals things would be a lot simpler)

Libraries need to optimize patron usage by making sure that patrons are finding what the library owns  – typically:

  • A-Z lists of e-journals and databases
  • Subject lists of e-journals and databases
  • Resource records in OPAC
  • OpenURL linking from citation sources
  • Contextual linking from search or title records
  • ….

We need to make e-resources as visible as possible.

I’ve lost the thread of this talk a bit – not sure where it is going…

Need to determing effectiveness of resources – is the stuff we are supplying doing any good? Usage reporting etc.

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