Demystifying the e-resource lifecycle

Presentation on theme: "Demystifying the e-resource lifecycle"— Presentation transcript:

1 Demystifying the e-resource lifecycle
By Maria Rios, Resident Librarian

2 Pesch, O. (2009). ERMs and the e-resource life-cycle [Powerpoint slides]. Retrieved from and NASIG, E-Resources Librarians Competencies

3 It’s important to learn the language so that you have a better technical understanding outside your area of subject specialty/expertise. Big area, so, I’m going to put this in the context of UMass specifically. /// the ERM workflows are occuring in more than just EBSCO systems. Maybe adjust that circle to make it more general? slide 9

4 Workflow Request for e-Resource (renewal or new)
License negotiation (not all resources are licensed) VPAT Voluntary Product Accessibility Template… ADA and 508 compliance WCAG Web Content Accessibility Guidelines (WCAG) are part of a series of web accessibility guidelines published the World Wide Web Consortium (W3C) Aleph and CORAL records created (bare bones) *Order placed, invoice paid. How does the database move from the “selector”/liaison to the end-user?

5 Workflow, Part 2 License is put in R drive and CORAL
EZProxy- authentication system Publishers have our institutional IP addresses, so if you are in range, you are able to access the resources EZProxy is a proxy server that uses Shiboleth (NetIDs) EZProxy prompts the network authentication login for off-campus users (or else you encounter a paywall, the Silk pre-fix) But wait, there’s more! R drive is departmental shared drive to log into, it's really two forms of authentication working together.-Jack M.

6 Workflow, Part 3 SFX (Open Url Link Resolver) (backend) EDS (backend)
Activate resources EDS (backend) Enable Metadata and CustomLinks Create custom link Create custom ranking link, that leads to full text access HLM activation (backend) Select titles and packages SFX (Open Url Link Resolver) (backend) Target level Target surface Target object portfolio level EDS (backend) Enable metadata Create custom link Create custom ranking link, that leads to full text access (remember Aleph informs EDS) Something that might be interesting to highlight is that all three of these systems have different terminology. You activate resources in SFX, enable Metadata and CustomLinks in EDS, and Select titles and packages in HLM.- Jack M.

7 Workflow, Part 4 Aleph record modified
Add and/or Doublecheck accuracy of URL in A-Z List Website and LibGuide access created (end-user) SFX (Open Url Link Resolver) (backend) Target level Target surface Target object portfolio level EDS (backend) Enable metadata Create custom link Create custom ranking link, that leads to full text access (remember Aleph informs EDS)

8 Backend: What do we use? CORAL: eResource Management
SFX:ExLibris Open URL Link resolver EDS: Ebsco Discovery Search (current Discovery Layer) HLM: Holding Links Management (?) Aleph: ILS (integrated library system) (Acquisitions and Cataloging modules) End-user. Aleph feeds the EDS

9 COUNTER standards Summary... How do I access the stats?...
Regular search Clicks Views Ask! How do I access the stats?... Stats can be counter or non counter

10 Curious for more?... Have you ever been unable to access an e-resource? Do you wish you understood why? Access and authentication of library e-resources is an increasingly complex area often only understood by a few “techy” people in the library. In this webinar, Viral Amin and Emily Singley of the BLC’s Technology COI will provide a roadmap to e-resource access designed to give librarians the vocabulary and knowledge needed to better understand patron frustrations and make more informed collection development decisions. Attendees will gain a fundamental understanding of how different authentication methods work (including EZProxy and Shibboleth) and will also learn where the access environment is heading and how current trends will impact libraries and users in the future.

11 BLC presents Webinar Friday, May 17th, 1-2pm “Expanding Knowledge: De-mystifying E-resource access - What every librarian should know".

12 resources Pesch, O. (2009). ERMs and the e-resource life-cycle [Powerpoint slides]. Retrieved from and NASIG, E-Resources Librarians Competencies, slide 9, The Changing World of Collections Syracuse University Library Scott Warren – Head of Collections March 26, Published by Samson Beasley The Expanding Knowledge series: De-mystifying E-resource access - What every librarian should know, presented by Emily Singley (Boston College) and Viral Amin (Bentley University). The webinar will take place on Friday, May 17th, from 1:00pm-2:00pm. Register and find more information below. Register Here: Special thanks to Jack, Nancy, and Judy for their time and energies.