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Full-Text Articles in Collection Development and Management

Licensing Online Content To Ensure Patron Privacy: An Informal Survey Of Oregon Librarians, Jill Emery Mar 2022

Licensing Online Content To Ensure Patron Privacy: An Informal Survey Of Oregon Librarians, Jill Emery

Library Faculty Publications and Presentations

Librarians throughout Oregon are committed to securing the rights for patrons utilizing resources within their libraries with the greatest level of protection regarding their online identities as possible. At the same time, Oregon librarians are committed to providing their patrons with the online resources they want to access whether it is a public library, an academic library, a community college library, or a health services library. Finding the balance between providing the desired online content with the safeguards that protect their patrons can be difficult. Oregon librarians recognize the need to secure patrons’ online privacy but also want to meet …


Electronic Resource Management In A Post-Plan S World, Jill Emery, Graham Stone Sep 2021

Electronic Resource Management In A Post-Plan S World, Jill Emery, Graham Stone

Library Faculty Publications and Presentations

cOAlition S and research funding policies mean open access content is no longer a "trend" but rather another consideration of content management for librarians and libraries. In 2018, the authors of this article launched a new version of TERMS (Techniques for Electronic Resources Management). TERMS 2.0 envisages a post-Plan S e-resources life cycle blending e-resources and open access content management. This article outlines how open content management can dovetail into current e-resource management tactics across six TERMS: Investigation of material, procurement and licensing of content, implementation, troubleshooting of problems, evaluation and preservation, and sustainability concerns. Lastly, we reflect on the …


Counter 5: Lessons Learned And New Insights Achieved, Jill Emery, Lorraine Estelle, Stephanie J. Adams Mar 2021

Counter 5: Lessons Learned And New Insights Achieved, Jill Emery, Lorraine Estelle, Stephanie J. Adams

Library Faculty Publications and Presentations

COUNTER (Counting Online Usage of NeTworked Electronic Resources) Release 5 has brought many improvements to reporting usage of e-resources. This session covered the three main developments which are the ability to see both total and unique downloads, the default exclusion of Gold Open Access usage in Standard View reports, and the introduction of the Unique_Title metric for reporting e-book usage. Examples of the manner in which different types of e-journal and e-book usage are reported with the new metrics as well as recommendations for calculating cost per use were also provided. Detailed information on Release 5 can be found in …


Crafting A Closure And The Art Of Deconstruction: Lessons Learned From The Oregon College Of Art And Craft Library’S Final Days, Elsa Loftis, Dan Kelley Jul 2020

Crafting A Closure And The Art Of Deconstruction: Lessons Learned From The Oregon College Of Art And Craft Library’S Final Days, Elsa Loftis, Dan Kelley

Library Faculty Publications and Presentations

After the disheartening news of a full closure of the Oregon College of Art and Craft in 2019, the librarian and partners had the unpleasant task of dismantling and distributing the library’s unique collection. This article outlines that process in the context of other library closures and offers ideas for best practices and project management procedures for other libraries to consider if facing such a situation. The article is also a tribute to the unique collection and space that needed to be disassembled and how the collection lives on to make contributions at other institutions.


The Library Has Infinite Streaming Content, But Are Users Infinitely Content? The Library Catalog Vs. Vendor Platform Discovery, Jian Wang, Elsa Loftis Jun 2020

The Library Has Infinite Streaming Content, But Are Users Infinitely Content? The Library Catalog Vs. Vendor Platform Discovery, Jian Wang, Elsa Loftis

Library Faculty Publications and Presentations

Despite the widespread adoption of streaming video by academic libraries, there has been little discussion about how video content is discovered and accessed through the library catalog as compared to vendor platforms. This article explores the current status of video resources in the library catalog to better understand how users find and access streaming content. MARC records were evaluated, and searches were performed to gauge issues related to metadata quality and its impact on discovery. The study reveals new trends in how users access streaming content for teaching, learning, and research.


Navigating The Sustainable Stream: Academic Libraries Keeping Pace With Streaming Content Demand, Joshua Keyes, Elsa Loftis May 2019

Navigating The Sustainable Stream: Academic Libraries Keeping Pace With Streaming Content Demand, Joshua Keyes, Elsa Loftis

Library Faculty Publications and Presentations

With increasing student and faculty expectations of on-demand streaming video content, how are academic libraries keeping pace with costs and licensing models? As the common access models for video add additional subscriptions to the mix or feature Patron-Driven Acquisition (PDA) options that escalate costs as usage increases, collections librarians must perform a precarious balancing act to ensure vital information resources are available at sustainable cost levels. We will share the recent experiences of The Claremont Colleges Library and Portland State University Library, and how our models have adapted to meet growing demands on our budgets and staff time. This is …


Primo [Library Catalog]: Towards A Socially Just Search System, Kimberly Willson-St. Clair, Molly Gunderson May 2019

Primo [Library Catalog]: Towards A Socially Just Search System, Kimberly Willson-St. Clair, Molly Gunderson

Library Faculty Publications and Presentations

At the Portland State University (PSU) Library, we value diversity, equity, and inclusion and have demonstrated this commitment by design with the new, responsive Primo. Designing the new Primo for ease of use for discovery and delivery for 30,000 students was the tantamount motivation for our new Primo launch, fall term 2016. In this session, we will cover why the PSU Library uses the open search field rather than scope selection on the homepage; what is an equitable approach to faceted navigation; and why a “less is more” design approach addresses accessibility and the affective for first generation college students, …


Unlock The Value Of Open Content, Jill Emery, Swetta Abeyta, Danielle Bromelia Mar 2019

Unlock The Value Of Open Content, Jill Emery, Swetta Abeyta, Danielle Bromelia

Library Faculty Publications and Presentations

The proliferation of open access content presents opportunities and challenges for libraries, publishers, and library service providers. This program provides a timely overview of the state of open access delivery, with examples of current solutions from the perspectives of librarians and library service providers.


How Open Are You? Discussion About Oa Resources In Collection Development, Jill Emery, Peter Mccracken Jan 2019

How Open Are You? Discussion About Oa Resources In Collection Development, Jill Emery, Peter Mccracken

Library Faculty Publications and Presentations

Presentation provided at the The ALCTS Collection Management and Electronic Resources Interest Group (CMERIG) in Seattle, WA on 27 January 2019. The discussion will involve incorporating open scholarship into current collections management.


The More Things Change: The Collaborative Art Library, Elsa Loftis Jan 2019

The More Things Change: The Collaborative Art Library, Elsa Loftis

Library Faculty Publications and Presentations

The academic library’s art collection has a history of fluidity and flux. Teaching and learning materials that support visual art education can range from traditional formats like image collections and monographs to the curious, the rare, and sometimes the downright unusual. Art library professionals must plan for the future of the academic library collection with intention and sensitivity to the learning styles of their students while adhering to the environmental realities of their governing institutions. One constant is clear, which is that art students are not content to be mere consumers of information and images; they are creators. It is …


Adapting Digital Commons To Unusual Collections, Emma Altman Jul 2018

Adapting Digital Commons To Unusual Collections, Emma Altman

Northwest IR User Group

The University of Idaho Law Library houses a collection of ~10,000 (and growing) digital records and briefs from the Idaho State Supreme Court, but this unique resource had a difficult time finding a user and staff friendly home. This lightning talk will address how our library has adjusted the book gallery feature of Digital Commons (DC) to house this collection in an attractive, accessible manner. Attendees will learn about our successful and less successful tweaks to the DC framework and will be encouraged to adapt our experience to their own unusual collections.


Organizing Your Organization, Heather Martin, Daina Dickman Jul 2018

Organizing Your Organization, Heather Martin, Daina Dickman

Northwest IR User Group

What to do when designing a repository for an institution that doesn’t already have a predefined structure or taxonomy by which to organize or make ‘browsable’ your collections? Conference attendees who come from complex institutions without clearly set “Departments” will be interested to hear how Providence St Joseph Health (PSJH) created an organizational structure and taxonomy during the implementation of their Digital Commons IR. By considering existing classification schemes (LC and NLM), internal naming practices, and consulting small stakeholder focus groups PSJH is making their publications easily browsable by both internal and potential external users.


"Efficient" Thesis & Dissertation Workflows With Limited Resources, Michele Gibney Jul 2018

"Efficient" Thesis & Dissertation Workflows With Limited Resources, Michele Gibney

Northwest IR User Group

The University of the Pacific started an institutional repository, Scholarly Commons, at the end of 2016. Prior to this, theses/dissertations (T/Ds) had been submitted to ProQuest starting in 1960 and prior to that the University collected print copies in the Library starting in 1912. The print collection of T/Ds at Pacific was 3,188 in December 2016.

The goals starting in 2017 were as follows

  1. Duplicate all current ProQuest ETDs in to the IR with restricted access
  2. Set up the ProQuest submission form moving forwards to gain permission from students to upload to the IR
  3. Digitize all print copies in …


When You Are Falling, Dive: Launching A Thesis Digitization Project, David Isaak, Tiffany Chang, Claire Pask, Avril Carrillo, Angie Beiriger Jul 2018

When You Are Falling, Dive: Launching A Thesis Digitization Project, David Isaak, Tiffany Chang, Claire Pask, Avril Carrillo, Angie Beiriger

Northwest IR User Group

At Reed College, every student must complete a year-long thesis project and deposit a print copy of their final thesis in the Library. Though a descriptive catalog record (title, author, advisor, and department) exists for each of these 17,000 theses, students and faculty have trouble discovering relevant theses and tracking the evolution of previous research projects. An electronic theses collection does exist, but participation is voluntary and deposit rates low. This spring, the Library embarked on a digital scholarship pilot project to determine what resources and workflows will be necessary to digitize new incoming theses as well as retrospectively digitizing …


Uksg Terms2.0 Webinar, Jill Emery, Peter Mccracken Jun 2018

Uksg Terms2.0 Webinar, Jill Emery, Peter Mccracken

Library Faculty Publications and Presentations

This webinar will provide an overview of the current work undertaken to re-write the techniques for electronic resource management with the incorporation of open access workflow management. This overview will provide insight into the key areas under exploration and outline the feedback compiled from the two interactive sessions held at the UKSG Annual Conference. We will also talk about the next steps we undertake to share the development of this project.


Sustaining Institutional Repositories: Breaking The Mold To Add Value, Karen Bjork, Ryan Otto, Rebel Cummings-Sauls Jun 2018

Sustaining Institutional Repositories: Breaking The Mold To Add Value, Karen Bjork, Ryan Otto, Rebel Cummings-Sauls

Library Faculty Publications and Presentations

Librarians at Kansas State University and Portland State University recognized a need to document and showcase a more complete view of the digital scholarship from their institution’s faculty, staff, and students; giving each library the ability to elevate the academic research and creative output being produced by their community. The proposed expansion of representation would be accomplished through the addition of metadata only (non full text) records in their institutional repositories (IR), the inclusion of which may run counter to the archetype of open access (OA) IR. The need to provide a more comprehensive view of scholarly activity has been …


Terms Redefined: Developing The Combination Of Electronic Resource Management With Open Access Workflows, Jill Emery, Graham Stone, Peter Mccracken Apr 2018

Terms Redefined: Developing The Combination Of Electronic Resource Management With Open Access Workflows, Jill Emery, Graham Stone, Peter Mccracken

Library Faculty Publications and Presentations

While many librarians have developed mechanisms and structures for managing local scholarship separate from their standard resource management practices, the intersection of the two content streams is occurring at many institutions.

During the past decade, the presenters have dedicated themselves to capturing best practices of electronic resource management and mapping out paths for creating open access workflows. Join them for a lively discussion and interactive session where they outline ways to bring these two initiatives together and identify the teams needed.


Streaming Video In Higher Education, Jill Emery Nov 2017

Streaming Video In Higher Education, Jill Emery

Library Faculty Publications and Presentations

Overview of streaming media use at an institution of higher learning in the United States. Shows the various ways streaming media is selected and utilized at a given institution.


User Experience With Evidence Based Purchasing, Jill Emery Nov 2017

User Experience With Evidence Based Purchasing, Jill Emery

Library Faculty Publications and Presentations

Presentation given on Portland State University Library's experience with evidence based purchasing models. Covers evidence based acquisitions plans and the outcomes seem from these experiences.


Just Like Starting Over: Using Alma And Primo To Create A Successful Course Reserves Service, Molly Gunderson May 2017

Just Like Starting Over: Using Alma And Primo To Create A Successful Course Reserves Service, Molly Gunderson

Library Faculty Publications and Presentations

The Portland State University Library has a heavily-used course reserve service, for both print and electronic materials. When we migrated to ExLibris in 2014, we decided to move from Docutek ERes to Alma. We took the opportunity to rethink our course reserve service and changed everything from loan periods to work flows. We also harnessed Primo to make our course reserve materials more discoverable and incorporated course reserves materials in the course shells of our learning management system, Desire2Learn (D2L).

In this presentation I will offer best practices and discuss the challenges we faced in moving to a new platform …


Terms 2.0 Discussion: Two Great Things That Belong Together: Oawal & Terms, Jill Emery, Peter H. Mccracken, Graham Stone Apr 2017

Terms 2.0 Discussion: Two Great Things That Belong Together: Oawal & Terms, Jill Emery, Peter H. Mccracken, Graham Stone

Library Faculty Publications and Presentations

The techniques for electronic resource management are due for a refresher. Our group has been diligently reviewing and updating the current blog to version 2.0 to include open access management. Come join into a discussion of these changes and provide your insights.


Er&L 2017: Tacos, Queso, And Electronic Resources, Jill Emery Apr 2017

Er&L 2017: Tacos, Queso, And Electronic Resources, Jill Emery

Library Faculty Publications and Presentations

Provides an overview of the 2017 Electronic Resources & Libraries Annual Conference.


When Erm Met Alma: The Intricacies Of Content Management In A Shared Consortia Landscape, Siôn Romaine, Jian Wang Feb 2017

When Erm Met Alma: The Intricacies Of Content Management In A Shared Consortia Landscape, Siôn Romaine, Jian Wang

Library Faculty Publications and Presentations

In 2013, after nearly two decades of operating in a distributed legacy Integrated Library System (ILS) environment on local servers, the Orbis Cascade Alliance, a consortium of public and private academic libraries in Washington, Oregon, and Idaho, began a two-year-long process to migrate its 37 members to a shared implementation of Ex Libris's cloud-based Alma library management system (LMS) and Primo discovery interface. Although much has been written on electronic resource management (ERM) functionality at an institution level, little has been written on serials and ERM functionality and workflows within a shared consortial environment. This article discusses the challenges and …


Heard On The Net: Developing The Balance Of Discovery And Respect With Primary Resources, Jill Emery, Tara Robertson, Peggy Glahn Oct 2016

Heard On The Net: Developing The Balance Of Discovery And Respect With Primary Resources, Jill Emery, Tara Robertson, Peggy Glahn

Library Faculty Publications and Presentations

Within libraryland social media this past spring and summer, an emerging story began to unfold. A relatively new upstart company, Reveal Digital has begun developing digital archives of primary resources which are funded by institutions pledging upfront support. The eventual result of this work will be collections made available as Open Access content to everyone. The majority of the content is being sourced from research libraries’ archival collections. Those pledging money get early access to the content as it is being digitized and made available. In addition, source libraries obtain digital copies that they can dark archive. Pledging libraries also …


Gathering The Needles: Evaluating The Impact Of Gold Open Access Content With Traditional Subscription Journals, Alison Bobal, Jill Emery Jul 2016

Gathering The Needles: Evaluating The Impact Of Gold Open Access Content With Traditional Subscription Journals, Alison Bobal, Jill Emery

Library Faculty Publications and Presentations

Utilizing the Project COUNTER Release 4 JR1-GOA report, two librarians explore these data in comparison to journal package subscriptions represented via the JR1 reports. This paper outlines the methodology and study undertaken at the Portland State University Library and the University of Nebraska Medical Center Library using these reports for the first time. The initial outcomes of the study are provided in various Tables for 2014 and 2015. The intent of the study was to provide both institutions with a baseline from which to do further study. In addition, some ideas are given for how these reports can be used …


Heard On The Net: Open Access Rhapsody, Jill Emery Jul 2016

Heard On The Net: Open Access Rhapsody, Jill Emery

Library Faculty Publications and Presentations

In 2012, Philip Campbell, the editor-in-chief at Nature, noted that Open Access to scientific research is “very compelling.” In 2014, David W. Lewis wrote a compelling article for C&RL entitled: “The Inevitability of Open Access.” For most North American librarians in the past two years, the big deals have endured and there appears to be little change in the United States. While many librarians keep an eye out for various initiatives underway and see colleagues experimenting here and there with article processing charges (APCs), these efforts are largely seen as experiments and not as new ways of doing academic scholarship …


Making It Count: Usage Statistics & Electronic Resources Management, Jill Emery Jun 2016

Making It Count: Usage Statistics & Electronic Resources Management, Jill Emery

Library Faculty Publications and Presentations

Overview of usage statistics within the framework of electronic resource management and tools to use provided by Project COUNTER & USUS.


Communicating With Library Donors, Marilyn K. Moody Jun 2016

Communicating With Library Donors, Marilyn K. Moody

Library Faculty Publications and Presentations

How do you communicate effectively with donors and potential donors? What does that communication look like? Libraries often envision donor communications as including only direct fundraising requests. Communications with donors, however, encompass a wide range of activities, is ongoing, and may even span decades with an individual donor. Library staff not directly involved with fundraising may not even think about donors as part of their user audience, but almost everyone who works in a library has a potential role in communicating with donors.


Building An Equipment Checkout System From Scratch, Bronwyn Dorhofer, Molly Gunderson Jan 2016

Building An Equipment Checkout System From Scratch, Bronwyn Dorhofer, Molly Gunderson

Library Faculty Publications and Presentations

This article will examine the practical methods the Portland State University (PSU) Library and University of Oregon Portland Library and Learning Commons implemented when developing equipment checkout systems to serve their patrons. Due to the inherent complexity of technology items and their unique lending rules, creating sound circulation policies which benefited patrons and worked well with the limitations of our integrated library systems (ILS) was of primary concern. In this document, we will describe our basic equipment lending workflows as well as highlight the basic factors to consider if launching a similar project.

The PSU Library’s focus will relate to …


Gathering The Needles Evaluating The Impact Of Gold Open Access Content With Traditional Subscription Journals, Jill Emery, Alison Bobal Nov 2015

Gathering The Needles Evaluating The Impact Of Gold Open Access Content With Traditional Subscription Journals, Jill Emery, Alison Bobal

Jill Emery

Investigating the use of gold open access content within subscription content has been a near impossible task until the adoption of the COUNTER 4 statistics in 2014. By reviewing the COUNTER JR1 GOA 2014 reports, two librarians evaluate the gold open access usage at their respective institutions from the following publishers: Elsevier, NPG, Sage, Springer, and Wiley. This initial investigation will be a benchmark for future studies to see if there is any impact on subscribed content or if usage is limited to non-subscribed content from these providers. Attendees will become familiar with the JR1 GOA reports from COUNTER as …