Crossing the Streams: Trialing and Investigating New Format Resources

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Hello! I’m Lindsay Cronk.

I am a collections person at the University of Houston.

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Challenge(s) Accepted

Independent Film

• DVDs with Streaming Rights/Orphan Digital Video Content

• Hosted by Campus IT• Question of

Ownership/Responsibility

• Historic RefUSA Business Dataset• Housed in O-Drive• Challenging On-Boarding Process

I ain’t afraid of no host-ed file formats.

But I do ask a lot of questions.

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Understanding New Formats

Two Crucial Questions

How do we provide Access?• Vendor Hosted• Library Hosted

How long do we have access?• Sub Term• Perpetual

Hosting Solutions for OurProprietary Content

• Security to Match License Requirements• Content Intermingles• Discoverability• Benefit of Buy v. Build• Usage Data

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A Tale of Two Committees

Collection Management Committee

Collection Development (2) Liaison Librarians (4) Acquisitions (2) Electronic Resources (2) Metadata & Digitization Services

(1) Special Collections (1)

Electronic Resources Management Team

Collection Development (2) Liaison Librarians (0) Acquisitions (2) Electronic Resources (3) Metadata & Digitization Services

(3) Special Collections (0)

Trial Management

Collections Management Team

Initiate Trials

EngageResearchers

Provide feedback

Electronic Resources Management Team

Set-Up

Tech

License Review

Payment

Previous Trial Procedure

Subject LibrarianRequest

Collections Coordinator

Reaches Out to Vendor

ER Requirements

Met

Trial Authenticated

Feedback Requested from Librarians and

Faculty

Subject LibrarianRequest

Vendor Completes Questionn

aire

ERMT Reviews Needs/Set-Up

ERMT Approves Trial

Trial Authentica

ted

Feedback from

Librarians and

Faculty

ERMT Reviews Process

Expanded Trial Procedure

Shortened Trial Request Form

Expanded Vendor Information Form

Trial Feedback Form

Trial Tracking Database

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Why We Collect New Formats

• User-Centered Learning• Rise of Interdisciplinary Research• Changing Nature of Scholarly Communications• Diversity in Collections• Meeting Faculty Needs• Avoid Copyright Issues• Easy to Embed in CMS• Accessibility

Review Holdings

Questions to Consider:1) Does the subject collection offer a diversity of format options? 2) How many streaming/hosting platforms do we want to integrate?3) What are cost-efficient ways for us to add collection items to fill

format gaps?

Engage Selectors and Stakeholders

• Use SAGs to hone in on where new format content would be appreciated

• Use questions to ascertain when it is better to buy a resource, and when it is better to buy a tool/software

• Review discoverability. Talk with Discovery and Web Services to see how new formats are emerged by users

• Start format-based inventory list

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Cradle - Selection

Trial lifecycle & tracking Liaison librarian involvement Decision criteria

Grave – Cancelation

Usage statistics Liaison librarian feedback Decision criteria

Assessment in the Resource Lifecycle

4 months before

renewal

• Present resource list with statistics for selector review at the CMC Monthly Meeting.

• After the meeting, selectors review list in their subject area groups and consult with their faculty.

3 months before

renewal

• Selectors confirm renewal decision.

Renewal time

• Acquisitions either renews or cancels the resources.

Review as an Ongoing Process

Moving Forward

• Sense of Urgency• Rigor as the Standard• Developing Collection Visualizations/Dashboards by SAG• Hard Look at Legacy Resources

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