The session will start with a data and literature review of the current state of e-resource management. Results of recent library projects examining workflows in the interest of efficiency and better services for patrons will be shared by presenters with deep experience with implementation of e-resource management systems. Finally, through examining examples of existing workflows and their value streams, the group will determine if specific workflow steps are adding value for patrons or just taking time.

1. Get Your Affairs In Order
Charleston 2012
Anne Prestamo, Oklahoma State University
Phyllis Kaiden, Serials Solutions
Ashley Bass, Serials Solutions

2. TWEET: Conference hashtag is #Charleston12
Introduction
Why we are here?
Who we are?

3. ERM Delivers to Libraries
Direct
DATA
Automated
Management Results
Centralization Librarian
Saves time. money,
Organization and makes
better decisions
Patron
Workflow
Access
Communication to better
information

4. The Data about Data Management
Database and Package Details
Admin Information
Vendor Statistics Management
Contacts
Cost
License Data

5. The Data about Data Management
120%
100% 100%
100%
80% 80%
60%
55%
40%
20%
0%
Created custom Using Alert Collection Data Usage Statistics
menus Feature

6. The Elements of Intota Web-scale Discovery
Unified, intelligent workflows
Knowledgebase
Assessment
Interoperable
Developed and supported by Serials Solutions

7. Assessing Value
Process for reviewing an e-resource subscription:
Current State at Oklahoma University by Anne Prestamo
ERM state- Benefits of using ERM to get your affairs in order
Future state-Next-generation library platform builds on your orderly
ERM

8. Current State of Review Process
Dean or Digital Library Admin Collection
Vendor Services
Director Staff Development
Provide Confirm
Request
renewal costs and
review
price terms
Analyze
usage and
titles Renew
Yes
Is 80% usage from 20% of titles?
Is A&I content indexed Yes No
elsewhere? Cost Renew
okay? Cancel
Paying a lot for unused titles? ?
Better to subscribe to individual
titles? No
How accessible is content? Spread-
Are there other providers? Communicate
Assess sheet: 5
to
content year
Stakeholders
trends

9. How will this process benefit from ERM?
Workflow
Tools

10. ERM State of Review Process
Dean or Digital Library Admin Collection
Director Vendor Services Staff Development
Provide Confirm Current TOU in
Request
renewal costs and 360 RM
review
price terms Cost information Track notes
360 RM
and notify via
Find contact
Analyze Historical and status change
information in YTD stats and
usage and CPU available in in 360RM
360 RM
titles 360 Counter Renew
Yes
Notify through Yes No
status change Cost Renew
okay? Cancel
in 360 RM ?
No
Change status and
Title, overlap and Spread- add notes 360 RM
other information
Communicate (track historical info
Assess sheet: 5
available in Serials to and update
Solutions KB/360 content year discovery solutions)
Stakeholders
RM trends
(some)

11. ERM State of Review Process
Dean or Digital Library Admin Collection
Director Vendor Services Staff Development
Provide Confirm Current TOU in
Request
renewal costs and 360 RM
review
price terms Cost information Track notes
360 RM
and notify via
Find contact
Analyze Historical and status change
information in YTD stats and
usage and CPU available in in 360RM
360 RM
titles 360 Counter Renew
Notify through Yes
status change
in 360 RM
Cost Yes Renew No
okay? Cancel
?
No
Change status and
Title, overlap and Spread- add notes 360 RM
other information
Communicate (track historical info
Assess sheet: 5
available in Serials to and update
Solutions KB/360 content year discovery solutions)
Stakeholders
RM trends
(some)

12. Findings
Efficiencies through:
Data Management Services
Consolidated Data
Usage Data and CPU aggregation
More work done in a single system, streamlined workflows and workflow tools
Alerts
Integration with discovery services
Integration with discovery solutions
Creation of a historical record
Outstanding inefficiencies:
Need to consolidate information into a single report for communication
Manual intervention required for information gathering, decision-making and
routing
Need to manage information for data gathering
*ERMS aids the process but does not manage it*

13. The Value-Add of ERM
ERM aids the process but does not manage it
Next-generation library platforms vary in approaches to this challenge
Intota approach
Knowledgebase eases the pain of gathering data
Collection Analysis eases the reporting pain
Interoperability eases pain of timely data
Unified intelligent workflows ease the management pain
Intota provides evidence-based
customized workflows.
Intota manages the process!

14. Future State of Review Process
Dean or Digital Library Admin Collection
Director Vendor Services Staff Development
Provide Confirm
Request
renewal costs and
review System sends
price terms System
assesses alerts, tracks
System
costs, terms, notifications,
reminds and Analyze usage, communication
gets from usage and
content, and decision
vendor titles Renew
recommend
Yes
s action, System
produces triggers
Cost reports for
Yes Renew checklist
okay? stakeholders for Cancel
= RM data ?
Renew/
Cancel
No No
Spread-
Assess sheet: 5
Communicate to
content Stakeholders
year trends

15. The value of using ERM to prepare
Get organized!
Get centralized!
Get ready for future state!

16. Thank you
Anne Prestamo, Oklahoma State University
Phyllis Kaiden, Serials Solutions
Ashley Bass, Serials Solutions