E-resource Implementation (TERMS)

By Stephen Buck (editor) Any new e-resource will need to be implemented, while this may be relatively straightforward for smaller resources, larger resources and new services may take a few months to get just right. No matter how big the resource, it will need to be tested and set up in order to embed it…

License Negotiation—North Carolina State University

By Kristen Blake Wilson This workflow diagram PDF demonstrates the personnel involved and steps taken in license negotiations at NCSU. Available at: https://staff.lib.ncsu.edu/confluence/download/attachments/32906847/License%20negotiation.pdf?version=3&modificationDate=1436366428000&api=v2 Archived to the Internet Archive March 8, 2018; available at: http://web.archive.org/web/20180308164829/https://staff.lib.ncsu.edu/confluence/download/attachments/32906847/License%20negotiation.pdf?version=3&modificationDate=1436366428000&api=v2 A general list of NCSU workflow diagrams, updated regularly, is found at https://staff.lib.ncsu.edu/confluence/display/MNC/Serials+Unit+workflow+diagrams

GOBI Ordering Templates—University of Illinois

By Tammie Redenbaugh, Lea Howard, and George Gottschalk This page gives Acquisitions staff at the University of Illinois step-by-step instructions on setting up order templates in Gobi. Some aspects of the process are generally applicable to other Gobi users while others may be unique to that institution. Available at: https://www.library.illinois.edu/staff/acquisitions/howto/gobi/gobitemplates/ Archived to the Internet Archive…

GOBI Approval Plans—University of Illinois

By Tammie Redenbaugh This page gives Acquisitions staff at the University of Illinois step-by-step instructions on using Gobi to search slip/approval plan suggestions, set up templates for approval plan orders, and placing approval plan (slip) orders. Some aspects of the process are generally applicable to other Gobi users while others may be unique to that…

GOBI Firm Orders—University of Illinois

By Lea Howard, Tammie Redenbaugh, and George Gottschalk This page gives Acquisitions staff at the University of Illinois step-by-step instructions on placing firm orders through Gobi. Some aspects of the process are generally applicable to other Gobi users while others may be unique to that institution. Available at: https://www.library.illinois.edu/staff/acquisitions/howto/gobi/gobifirm/ Archived to the Internet Archive March…

Responsive Acquisitions: A Case Study on Improved Workflow at a Small Academic Library

by Brian Greene Fast acquisitions processes are beneficial because they get materials into patrons’ hands quicker. This article describes one library’s experience implementing a fast acquisitions process that dramatically cut turnaround times—from the point of ordering to the shelf—to under five days, all without increasing costs. This was accomplished by focusing on three areas: small-batch…

Electronic Resource Management Workflow Flowchart from the DLF ERMI Report

by Kimberly Parker, Nathan D. M. Robertson, Ivy Anderson, Adam Chandler, Sharon E. Farb, Timothy Jewell, and Angela Riggio, Appendix B of the 2004 Electronic Resource Management report of the Digital Library Federation ERM Initiative The Electronic Resource Management Workflow Flowchart provides a detailed overview of the activities associated with managing the life cycle of…

Selection of a New E-Journal at University of Huddersfield

by Allison Larkins This two-page flowchart shows the actors and decisions involved in the e-journal selection process at one university library as it proceeds over time. It begins with a librarian’s request for a new journal, continues with various steps of evaluation, negotiation, and local communication, and ends with order follow-up or a decision not…

Acquiring New Content

by Nathan Hosburgh (editor) Acquiring resources once they are selected can be very straightforward or very complicated depending on the resource to be purchased. The following acquisitions steps usually occur when acquiring new content and services. This TERMS section provides best practices for evaluating potential e-resource subscriptions and negotiating license terms. Section 2 of TERMS:…

Accessibility Resources for Purchasing Professionals

by the Assistive Technology Resource Center at Colorado State University Although this is a general rather than library-specific guide, it gives a concise overview of concepts and entities to be familiar with in making accessibility-related decisions in libraries. It covers Section 508 and its EIT Accessibility Standards, Voluntary Product Accessibility Templates, vendor relations, product testing,…