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The E-Resources and Metadata team of the University of Guelph Library have recently been motivated by multiple factors to undertake a massive review and revision of their workflows and accompanying documentation. This presentation explored their motivations for the task, as well as the principles and goals they used to guide their efforts. The presenters gave updates on the progress made so far and outlined future plans. [ABSTRACT FROM AUTHOR]

Academic libraries provide intellectual access (discovery and procurement) to the full text of electronic journal articles through traditional library technologies like discovery layers, link resolver software and knowledge bases. These technologies mainly rely on accurate title-level metadata to successfully deliver journal articles to library users. Open Access articles pose a difficulty for many participants in the e-journal supply chain, including libraries and publishers, as Open Access status is a property of the article, not the title. A review of the literature examines: the impact of Open Access on intellectual access through traditional library technologies, current proposed solutions, and emerging technologies. [ABSTRACT FROM AUTHOR]

In 2014, the University of Toronto's Faculty of Information (iSchool) and the University of Toronto Libraries (UTL) partnered in the development of the Toronto Academic Libraries Internship (TALint) program. Focused on workplace-integrated learning, the TALint program provides enhanced educational experiences for Masters of Information students by combining periods of in-class study with actual workplace experiences. With this year's TALint cohort in UTL's Metadata Technologies Unit, the NASIG Core Competencies for Electronic Resources Librarians was used as a framework for student training. In this session, we discuss the development of a comprehensive student training plan in electronic resource management, the key benefits of using the NASIG Core Competencies within the TALint program, student perceptions of competency-based training, and we outline future directions for the TALint program within the Metadata Technologies Unit. [ABSTRACT FROM AUTHOR]

"The Future of Libraries Is Open" (FOLIO) is a community-driven effort to develop an open source library services platform. This article introduces the FOLIO community, provides background on the University of Chicago's involvement with the project, and discusses application development with an emphasis on key infrastructure features that will make FOLIO flexible enough to accommodate the uncertain future of cataloging. The article also provides insight into how the Metadata Management (MM) Special Interest Group (SIG), the FOLIO special interest group charged with defining essential bibliographic and holdings management functions, addresses current and emerging requirements in developing the infrastructure and data model to support MARC, BIBFRAME, and linked data. [ABSTRACT FROM AUTHOR]

The California State University system implemented Ex Libris's Alma and Primo as a consortium in 2017. Consortial management of electronic resources in these systems has offered significant benefits as well as surprises and difficulties. While Alma is able to support a consortium with multiple ways of acquiring and accessing electronic resources, the result is an architecture that is more complex than the setup for print resources. Similarly, Primo is able to manage the complexity of bibliographic records from twenty-three libraries as well as article-level discovery records, but its mechanisms for this may be counterintuitive at times. This article discusses some of those details and also addresses the interlibrary communication that has developed to meet the demands of this shared implementation. [ABSTRACT FROM AUTHOR]

While institutional repositories (IRs) often include a built-in search tool and/or are indexed by web search engines, some patrons go directly to the online library catalog with their information need. Rather than hope that users will stumble on the IR from the library website or assume that they will start their research with a Google search, librarians can enhance IR discoverability and usage by integrating its content into the library catalog. With strong teamwork, good communication, and a shared vision, this endeavor transforms the IR and library catalog from separate, siloed platforms into a more cohesive collections package. At the University of San Diego, librarians and administrators across three departments came together to share information and work in concert to explore the benefits of auto-harvesting IR content into the library catalog. Driven by a vision of enhancing discoverability and access, as well as promoting the IR and enriching the catalog, the team members worked cooperatively to identify specific IR collections appropriate for harvest, investigate technical logistics, consult outside vendors (including Innovative Interfaces, Inc./III and bepress), and experiment with implementation. [ABSTRACT FROM AUTHOR]

Established in 2005, the University of Nebraska–Lincoln (UNL)'s Libraries' institutional repository (IR) has approximately 99,500 unique items. It is one of the largest and most-used institutional repositories in the United States. This presentation explores how UNL is working to meet the challenge of consistently and accurately identifying individual researchers and their scholarly activities. It examines UNL's metadata practices for its IR, giving a more detailed explanation of personal names and Open Researcher and Contributor ID identifiers. It reviews some typical metadata problems found in UNL's IR. Finally, it explores priorities for metadata maintenance and what is sustainable and worthwhile. [ABSTRACT FROM AUTHOR]

Managing electronic serials is a vital part of modern academic librarianship. In 2014, the College of Staten Island (CSI) faced a serious serials access problem. A number of subscribed titles were temporarily not accessible through library interfaces. To quickly solve the problem, a set of over 5,000 custom records were uploaded (using Microsoft Excel) to Serials Solutions 360 Core, CSI's serial management system. This solution provided access to current and back-file (perpetual ownership) titles but introduced a number of significant new problems, including duplicate records, records with holdings dates that were invalid at the end of the calendar year, back-file records that were difficult to identify or edit, and unmanageable sets of records for large subscription packages. This article will describe how and why the custom records caused these issues and describe the project that addressed them. The project (ongoing) was designed to fix the problems while maintaining access to all current and back-file titles during the process. A variety of techniques were required. Vendor-provided knowledgebase records were examined, activated (or deactivated), and downloaded. The Overlap Analysis tool of 360 Core was employed to match knowledgebase and custom (local) records. The custom records were manipulated in Excel for examination, editing, and batch deletion. Excel formulas were used to compare the custom records with vendor knowledgebase records and Overlap Analysis results. Finally, extensive manual work was done to delete records, test access links, and find unmatched records. These techniques have been successful. The project also reaped other unexpected access improvements. Other libraries may apply these techniques and strategies to any serial data clean-up. Although journal management technology is rapidly changing, libraries will still need to be able to work with and manipulate data to provide access, understand and manage their holdings, and audit error-prone vendor data. [ABSTRACT FROM AUTHOR]

Database lists, frequently presented on Databases A to Z and subject pages, are a long-standing component of a library’s web presence. Tools for producing and managing the list are frequently a part of a more comprehensive library technology, such as electronic resource management (ERM) systems, integrated library system-ERMS, and content management systems such as LibGuides. Published literature provides good coverage of these technologies, but pays little attention to functionality for database list management. This article illustrates A to Z database list evolution from 1999 to 2017 by way of manifestations at the University of Central Florida Library, conceptualizes database list systems and functions, presents findings from a survey, and shares tips and practical considerations for producing and managing database lists. [ABSTRACT FROM PUBLISHER]

Open Access publishing continues to grow, and it has profound implications for librarians in a variety of contexts. This report serves two functions. It provides background on Open Access publication of scholarly journals and the role of academic libraries in this movement. In particular, it examines the University of Lethbridge Journal Incubator as an example of library involvement in Open Access publication. The report also examines how hybrid journals, in an attempt to provide Open Access publication options in traditional subscription journals, have introduced a new discovery and access problem for libraries. While standards bodies have begun to address the problem, there are still many challenges when accessing open content in hybrid journals. [ABSTRACT FROM AUTHOR]

This article is a preliminary report on the work of the Canadian Linked Data Initiative (CLDI), a collaboration between five of Canada’s largest research libraries, Library and Archives Canada, Bibliothèque et Archives nationales du Québec, and Canadiana.org. Although still in its nascent stage, participating institutions are working together to advance the technical services divisions of our libraries in the area of linked data. Project working groups are making progress in five main areas: grant funding, digital collections, education and training, legacy metadata enhancement, and in the evaluation and adaptation of Bibliographic Framework Transition Initiative tools. By working across geographic and institutional boundaries, the CLDI aims to chart a path to a new age of technical services, one based on the foundation of Linked Open Data. [ABSTRACT FROM PUBLISHER]

The institutional repository (IR) can provide a system for digitizing print serials for online delivery and a way to archive and preserve serial content already available online. Organizing serial content in IRs varies based on the architecture of each repository. In this presentation, Kay Teel of the Metadata Department at Stanford University Libraries discussed different approaches IRs use to manage serial content. She gave examples illustrating the inconsistent treatment of serials in the Stanford Digital Repository (SDR) and described a conceptual model for serials in the SDR to provide an improved user experience finding and accessing digital serial content. [ABSTRACT FROM AUTHOR]

This article concerns how higher education institutions across the United Kingdom are implementing systems and workflows in order to meet open access requirements for the next Research Excellence Framework. The way that institutions are preparing is not uniform, although there are key areas which require attention: cost management, advocacy, systems and metadata, structural workflows, and internal policy. Examples of preparative work in these areas are taken from institutions who have participated in the Open Access Good Practice initiative supported by Jisc. [ABSTRACT FROM PUBLISHER]

The report summarizes a presentation given at the 2015 NASIG conference. It outlines metadata used by Project CERES, a print preservation and digitization project supported by a partnership between the United States Agriculture Information Network and the Center for Research Libraries. It also outlines metadata guidelines used to disclose print holdings committed for preservation and provides tips on creating efficiencies in gathering the detailed issue level data and providing quality assurance for digitization. Gathering detailed metadata to support the preservation of print is an investment in the preservation of essential scholarly resources. Project CERES can be used as a model for other programs coupling preservation and digitization. [ABSTRACT FROM PUBLISHER]

This session reported the findings of a comparative analysis of how e-books are represented across multiple platforms. In this session, the presenters shared the results of a study that examined how a sample of academic e-books are represented across different platforms. Topics of analysis included: the inclusion of various metadata, the visual presentation of e-book content, and variations in search results. This presentation also focused on the similarities and differences between e-book representation and what impact these various representations might have on users of academic e-books. [ABSTRACT FROM PUBLISHER]

Implementing discovery tools and getting them to work with existing library services often leaves very little time for their promotion and for the thoughtful, ongoing evaluation and curation of their content. However, the expectations and experiences that users have about discovery tools are often directly related to the content and the way that content is described. In our efforts to work with vendors to resolve the underlying business issues that prevent us from having all of the metadata for our resources included in our discovery tools, we may have lost sight of our role in curating and evaluating the usefulness of the content that is already included in them. [ABSTRACT FROM PUBLISHER]

For e-resource librarians, maintaining e-book and e-journal holdings within electronic resource management systems is a labor intensive and often manual process. In 2014, with the aim of saving library staff valuable time and effort, the Online Computer Library Center, Inc. (OCLC) launched a service to provide automated holdings management within the WorldCat knowledgebase. For a select group of content providers, including some of the largest e-book aggregators, holdings information can be populated and updated automatically within the knowledgebase without intervention from library staff. At the University of Toronto Libraries, we conducted a study to assess the accuracy and efficiency of these automated holdings management services. This presentation outlines the results of the study and provides suggestions for further improvement to the current services offered. [ABSTRACT FROM PUBLISHER]

This conference report examines the entire lifecycle of scholarship from a digital perspective through the lens of Georgetown University Library’s institutional repository (IR), DigitalGeorgetown. It focuses on digital curation and creation of digital resources and scholarship using automated workflows and integration with vendor subscribed discovery service platforms. Specific topics covered include use of open tools like Open Researcher and Contributor ID and SHERPA/RoMEO, integration with Academic Preservation Trust, enhanced discovery through Summon and Schema.org, and use of Google Analytics and Google Tag Manager. Together these tools have helped improve the complete lifecycle of how digital resources and scholarship get ingested, disseminated, and enhanced within Georgetown’s IR. [ABSTRACT FROM AUTHOR]

The Portal to Texas History (http://texashistory.unt.edu) and the University of North Texas (UNT) Digital Library (http://digital.library.unt.edu) contain more than 445,000 items collectively, hosted by the UNT Libraries. These collections include a variety of serial publications such as newsletters, magazines, scholarly journals, annual reports, and yearbooks. Many of these serials are key resources for the user groups of both repositories. In this article, we discuss the importance of serials within our collections, some of the challenges, the standards we use, and how we leverage metadata to facilitate access to serials for diverse global users. [ABSTRACT FROM AUTHOR]

As electronic serials have shifted from being the exception to the norm, libraries are becoming increasingly reliant on knowledge base-driven systems to help manage electronic serial holdings. In 2011, the University of Toronto Libraries migrated its electronic resource holdings from a local database to a commercial electronic resource management (ERM) system. With two years of experience using a commercial ERM system, the presenters endeavored to analyze how the library is coping with e-serial management within this new environment. This study reveals many of the benefits and pitfalls of managing electronic journals within a knowledge base–driven system and highlights the need for greater standardization within the data supply chain, better communication with publishers and knowledge base providers, and increased collaboration to improve the e-resource management process. [ABSTRACT FROM AUTHOR]

Knowledge Base and Related Tools (KBART), initially founded with a focus on improving OpenURL linking through the definition of best practices for exchanging title-level metadata, continues to gain traction and has the potential to be an initiative that improves not only link resolver quality but also improves discovery services, electronic resource management (ERM) systems, and even Counting Online Usage of Networked Electronic Resources (COUNTER) usage reports. In this column we quickly review the history of KBART from its inception in 2007 through the creation of the Phase 1 and Phase 2 best practices. Then we investigate how KBART can positively influence the quality of discovery services, ERM systems, and COUNTER. Finally, we put forward some suggestions on how KBART can become the key to standardizing the exchange of holdings data within the information supply chain to address needs beyond link resolvers and eliminate some redundant holdings maintenance tasks in libraries. [ABSTRACT FROM PUBLISHER]

Between institutional repositories and hosting journals, many libraries are becoming responsible for scholarly content in new ways. While Portable Document Formats (PDFs) are the most common formats today, the unique, local, serial content could be in a variety of formats. These items might be digitized text, born digital text, audio, video, images, or multimedia. This article discusses formats that will remain accessible through time (PDF/A, txt, xml) so that contents are not locked into proprietary formats. It will also discuss options for backing up items and associated metadata, including simple backups, off-site storage of files, Lots of Copies Keep Stuff Safe (LOCKSS), Private LOCKSS Networks, and Portico. The article offers suggestions for how your library might best preserve local content. [ABSTRACT FROM AUTHOR]

This article is a report of a concurrent session presented by Katherine Hill and Maria Collins of North Carolina State University (NCSU) Libraries at the 2013 North American Serials Interest Group conference. NCSU Libraries is a participant in the Global Open Knowledgebase (GOKb) project, which will provide an openly available knowledgebase for Kuali Open Library Environment (OLE). Results from a survey conducted by NCSU librarians are discussed, which focus on the e-resource management community and their expectations of the data provided in knowledgebases. The survey investigates problems and improvements in respect to data quality. Respondents also commented on their expectations of a community-managed project as well as the viability of a project like GOKb. Future directions and initiatives in the knowledgebase space were also summarized in the presentation. [ABSTRACT FROM AUTHOR]

With the support of the library, the faculty, and the administration, Allegheny College recently adopted the strongest type of Open Access policy, a mandate for all faculty scholarship to be placed in the college’s institutional repository. The library’s Head of Technical Services tells how the policy came to be approved and how it is being implemented by the library. [ABSTRACT FROM PUBLISHER]

For years, academic institutions have established and maintained institutional repositories (IRs) to collect, preserve, and showcase their institution's research and scholarly output. Tammy Sugarman, Associate Dean for Collections at Georgia State University Library, presented “Library Technical Services: Key Ingredients in the Recipe for a Successful Institutional Repository” at the Mississippi State University Libraries eResource & Emerging Technologies Summit held at Mississippi State University, Mitchell Memorial Library on August 3, 2012. Sugarman provided historical background on IRs and explored the professional and organizational changes taking place in academic libraries to support IR programs, focusing on contributions of technical services units. [ABSTRACT FROM AUTHOR]

This article describes two serialists who use skills honed in their respective serials departments to show how those skills adapt to the world of e-publishing. The presenters discussed their roles in e-publishing and their respective university presses and library publishing programs. How have their libraries reorganized to provide resources for supporting these new roles? The daily work of an e-publishing librarian was reviewed, including an overview of working with Digital Commons and Open Journal Systems, two e-press platforms. The presenters also discussed funding and sustainability of the programs, and working with open access and subscription titles. [ABSTRACT FROM AUTHOR]

Automated indexing--using a computer to look at individual documents and assign metadata without a person looking at every document--was used to build an interactive online database to store and retrieve pages from a loose-leaf resource (i.e., a resource that changes state over time). A database was designed and more than 30,000 pages in the database were indexed. Digitization, optical character recognition, and computer scripting to extract metadata were the methods used to assign most metadata. In places where the computer program could not assign metadata, a person looked at the document and assigned metadata. The index was audited for errors. The computer script and the human indexer had comparable error rates but computer indexing spent much less time per value assigned. It is recommended that automated indexing be considered in indexing projects, especially where a large number of similar documents are to be indexed. [ABSTRACT FROM AUTHOR]

The article provides information from various aspects of the field of international serials and electronic resource management. Abstracts for several research articles are included on topics such as scholarly electronic books (e-books) and open source data in academic publishing. Additionally, awards and grants presented by the American Library Association (ALA) in 2011 are highlighted along with notes on the reorganization of the United Kingdom Serials Group (UKSG). Brief information regarding the 2012 conference for the UKSG and a list of online resources related to serials librarians are also included.

This article discusses problems in the management of library e-resources and attempts to identify potential solutions to the problems. By describing an e-resources enhancement project taken by Rutgers University Libraries, this article points to the importance of providing contextually rich metadata and reorganizing the accessibility of e-resources on a library's website. It introduces how this Rutgers project adopted the National Information Standards Organization Metasearch Initiative to support the identification of appropriate e-collections for metasearching. The outcomes of the project have facilitated a dynamic display of relevant e-resources to library users as an effective way of automatic access to library e-collections. [ABSTRACT FROM AUTHOR]

The article discusses the presentations at the Great Ideas Showcase in the 30th annual conference of the North American Serials Interest Group (NASIG ) held in Washington D.C. on May 27-30, 2015. These include Deconstructing the Core Competencies to Build the Digital Future by Stacy Baggett, Reimagining Serials: Small Steps Toward a Linked Data Future by Kevin Balster and the Impact of Research on Public Policy by Sara Rouhi.