On the 25th February 2011 a use case meeting was held at the University of Salford. The documentation is available as a pdf, and the team from the University of Salford wrote a short summary of the meeting from their point of view.
The visit on the 25th February saw The University of Salford sitting on the other side of the fence. Having visited 7 institutions in our role on the SCONUL ERM project, we felt reasonably well prepared for the meeting which was to take place.
David Kay was representing the SCONUL project and in attendance from Salford were Sue Hodges (Acting Head of Research and Academic Support), Regina Ferguson (Collections Manager), Angela Walker (Digital Library and Systems Manager), James Allen (Collection Management Team Leader), Jenny McNally (Digital Library and Systems Team Leader), Stella To (Acquisitions Officer) and Julie Berry (University Librarian) who was able to attend for the first part of the meeting.
We do not currently employ a commercial ERM, however we have developed an in-house database, which will allow us to store licences, view agreements and manage subscription renewal s.
We identified 3 use cases which we felt represented a lot of the everyday management of e-resources. These were:
- Cancellation of a journal title
- Co-delivery of print and electronic
- Move to e-only
It was agreed that we should look at the move to e-only and co-delivery of print and electronic together.
The discussion on the cancellation of a journal title centred on our regular journals review cycle, which has recently moved from a 3 year to an annual cycle. We looked at how the process has been refined to extend the usage statistics to include counter reports as well as click through data from SFX. We also examined the range of issues taken into consideration when carrying out the review. This review takes place before the budget for the year is known, therefore a priority list is created which can then be used once the budget has been decided
The Co-delivery of print and electronic / Move to e-only proved an interesting discussion, with the current problems of discovery of print and electronic being highlighted. It is hoped that the imminent introduction of a Resource Discovery Solution will alleviate the issues of students having to check both the OPAC and link resolver to find the full range of resources available.
While a move to e-only for journals is the preference, we noted issues surrounding post cancellation access, and the impact this has on the cancellation of print journals. We have now introduced a policy of checking for secure, post-cancellation access either from the publisher or a digital preservation service such as LOCKSS or Portico. If this is not available, then we do not make the move to e-only.
In the course of the discussions throughout the day, we also touched upon a range of other topics. One topic of interest was how we might be able to match data from journal/resource subscriptions, either held locally or above-campus) to information on the modules to which they relate, which would be held in local, university systems. Such a link would allow us to analyse not only usage data, and cost-per-use, but also cost-per-student and use-per-student.
Overall, the day, and the project as a whole, has given us the opportunity to not only discuss these matters amongst ourselves, but also have the advantage of hearing about and considering the range of practices and processes followed by other universities.