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Fundamentals of Electronic Resources Management



This hands-on guide provides both new and seasoned information professionals with a practical foundation for electronic resources management: how it came to be, where it is today and the essential tools needed to get the job done. Electronic resources management is a dynamic and ever-changing area of librarianship. Fundamentals of Electronic Resources Management cuts through the complexity of the role and offers advice on methods, tools and workflows with emphasis on the interconnection between workflows and systems. Content covered includes: - the full range of purchasing options, from unbundling package subscriptions to pay per view - evaluating both new content and current resources - common clauses in licensing agreements and what they mean - selecting and managing Open Access resources - understanding methods of e-resources access authentication - using a triage approach to troubleshoot electronic resources access issues - the basic principles of usage statistics, and ways to use COUNTER reports when evaluating renewals - tips for activating targets in a knowledge base - marketing tools and techniques - clear explanations of jargon, important terms, and acronyms. This guide will prove invaluable, both as an introduction for those preparing to enter the field, as well as a ready reference for current practitioners.


1. Getting Your Feet Wet: A Background in Electronic Resources Management

2. Ways to Pay: Understanding Electronic Resources Purchase Models

3. Evaluating Content, Old and New

4. Changing the Rules: Selecting and Managing Open Access Resources

5. Negotiation and Licensing for Electronic Resources

6. Keeping the Lights On: Setting Up and Maintaining Access

7. Making Sense of Electronic Resources Usage Statistics: Project COUNTER and Beyond

8. What You Might Want to Ask a Library Vendor (But Never Thought You Could)

9. Techniques and Tools for Marketing Electronic Resources

10. Emerging Trends and the Impact of Change on Electronic Resources Management

Appendix A: University of North Texas Libraries Open Access Resource Rubric

Appendix B: License Review Checklist

Glossary: Acronyms and Everyday Jargon—Things Every Electronic Resources Librarian Should Know


Kelly Marie Blanchat is the electronic resources support librarian at Yale University Library. Before joining Yale, Kelly worked as the electronic resources librarian at Queens College Libraries at the City University of New York and as an account specialist at Springer Science + Business Media.

Loaded with helpful information ... This text is recommended as professional enhancement for established librarians.


This guide by two librarians who have done ERM at important academic libraries provides a welcome entree to and survey of this important activity ... For any librarian struggling to stay afloat on top of the tide of changes that threaten to overwhelm time and funding, this book is highly recommended.

Catholic Library World

'In Fundamentals of Electronic Resources Management, the authors have condensed efficiently an introduction to the subject, some resources for professionals new to this sector and a wealth of practical advice to help them along the way, ranging from copyright, to licence negotiation, to useful techniques for marketing and demonstrating the value of is clearly an excellent product for any new library and information science professional and student, due to its gradual introductory approach to the subject and to the absence of specialised lingo.Furthermore, the authors provide realistic scenarios and practical examples on topics ranging from negotiating techniques, to addressing user enquiries, to etiquette tips on how to effectively liaise between stakeholders and vendors for peaceful collaboration. For this reason, the book will prove invaluable for librarians who are about to acquire new responsibilities in e-resources management.'
Claudio Svaluto, University of Surrey, Alexandria: The Journal of National and International Library and Information Issues


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