Developing TERMS #6terms #erl3

The project TERMS developed by Jill Emery (Portland State University) and Graham Stone (UK) maps best practices along the ER lifecycle (selection, acquisition, implementation, ongoing evaluation, access, and cancellation).

Thinking about an e-resource through its lifecycle is necessary in a way that wasn’t the same perhaps for print resources. Emery reviewed the 6 existing TERMS, highlighting examples and providing areas where practices continue to evolve.

In the selection process, for example, overlap analysis is increasingly important to review for new formats like ebooks and streaming video. Among the current list of 14 negotiation points for licensing e-resources identified in the acquisitions TERMS, increasingly important ones include a funding out option and authorizing walk-in users worldwide.

Implementing resources includes important function of marketing and advertising new resources. Emery recommended a rececnt article (and there’s also a book) by Marie Kennedy on this topic. Another good practice in this area is taking advantage of vendor provided training and to document this centrally.

Ongoing evaluation includes routinely checking access to new resources, as well as establishing a routine process for checking. Ask users, provide feedback forms to inform value more than usage alone. A number of new startup companies addressing this need were discussed in today’s Lightening Talks. Also, look at all the statistics (e.g. LibQual) gathered at your organization to see where informative decisive data may exist. Communicate back with vendors about their resources.

TERMS also offers best practices for annual review. Unlike journals, databases may offer the benefit of non-CY renewal cycles, allowing for stagger review. This suggestion made me want to inventory our renewals timelines and determine whether we should be more intentional about this staggering for a more efficient workflow.

Emery reiterated the recommendation to have a cancellation workflow that is as seamless as acquisition workflow. As cited in an earlier presentation and likened to ending a relationship, this is not always a easy process given all the places to remove access links and communicate the cancelled status.

Future trends effecting these TERMS include: ebook management that is reaching or surpassing the scale of e-journal management; article level publishing especially given open access and discovery systems; and other new forms of scholarship. New library systems will also change how resources are managed that will call for web-scale management and workflow versioning.

The TERMS project content, now in a wiki — a useful workflow versioning tool in itself — now involves new editing partners: Ann Kucera, Nathan Hosburgh, Stephen Buck, Anita Wilcox, Anna Franc, Eugenia Beh. Look for future Library Technology Report on TERMS in the coming months.

Audience comments discussed the increasing trends in licenseing, like those required for trial access. As was the case last years’ session, audience comments suggested something to address best practices in communication with stakeholders.

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  1. March 27th, 2013

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