Online Serials Access XGame: Surviving a vendor change for online serials access and thriving

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Online Serials Access X-GameSurviving a vendor
change for online serials access and thriving!

• Rose Nelson, Colorado Alliance of Research
  Libraries
• Chris Ryan, University of Tennessee at
  Chattanooga
• June 5, 2009
• NASIG Annual Conference, Asheville, NC

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Online Serials Access X-Game

• Who We Are.
• UTC/Lupton Library
• Colorado Alliance/Gold Rush

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Who We Are UTC

• University of Tennessee System
• UTC
• Metro, residential, liberal arts/teaching/doctoral
  
• 8500 FTE Students (7600 UG 900 G)

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Who We Are UTCs Lupton Library

• Understaffed
• 24 Employees (12 Faculty 12 Staff)
• 1 Electronic Resources Librarian
• Underfunded
• 1.3 mm Materials Budget (new!)
• Collections
• 143 Databases (incl. free and TEL)
• 950 Digital Journal Subscriptions (Publishers)
• Access to 29000 Digital Journal Subscriptions
  (Aggregators)
• 596,000 books

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Who We Are Colorado Alliance

• Non-profit Consortium
• Founded in 1974
• 12 Member Libraries
• History of Innovation CARL-ILS 1995, Uncover-now
  Ingenta
• Database licensing for member libraries
• Data hosting (Gold Rush, Prospector-union
  catalog, digital repository)

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Who We Are Gold Rush

• Comprehensive Electronic Resource Management
  System
• Gold Rush Complete
• AtoZ List (Gold Rush Public Search Interface)
• OpenURL Link Resolver
• ERM (Gold Rush Subscriptions Management System)
• Content Comparison Reports
• Gold Rush Reports (Content Comparison Reports
  Only)
• Originally Developed by the Colorado Alliance for
  Member Libraries
• Currently Licensed to Libraries throughout the
  U.S.

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Before We Start

• Want copies of slides and checklists?
• Leave Business Card
• or
• Use Signup Sheet

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Online Serials Access X-Game

• Online Serials Access Deciding to Explore
• Selection Process (Link Resolver)
• Pre-implementation Preparation
• GRIT (Gold Rush Implementation Team)
• Product Launch
• Near Death Experiences and Troubleshooting
• LL and WWWDD (throughout)
• Reviewing our Decision

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Why X-Game?

• Extremely short timeframe
• From exploration to decision to
  implementation/launch
• Extreme savings
• Extremely low disruption to students
• Extremely valuable side benefits

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Online Serials Access Deciding to
Explore

• August 2007 The Invoice
• September 2007 The Response
• Later that Month The Response to The Response

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Online Serials Access Deciding to Explore

• And then there was Tenn-Share DataFest
• Hmmm..

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Online Serials Access We Had Issues

• Small staff
• Lot going on
• PriceQuality Ratio
• Product Features
• Vendor Stability

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Online Serials Access Deciding to
Explore..Change

• We Had IssuesBut What if We Did Change?
• Accelerated Timeline Money, Launch Date
• Small staff /Lot going on
• Committee of One/R2 LIT Council Faculty
• PriceQuality Ratio/Vendor Stability
• In our control
• Product Features
• Premise of Not Going Backwards
• Fallback

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Going for It Timeline

• Insert original timeline
• Create handout for email distribution

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Selection Process The Queen of Checklists

• Development of Vendor List
• Desired Vendor Qualities
• Desired v. Required v. Expendable Features

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Features Desired Required - Expendable
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Selection Process Working with Vendors

• Information Gathering
• Trial Availability
• Trials from the vendor point of view (That
  Midwest U)
• Product Demonstrations
• Demos from the vendor point of view
• Making a Difference
• Documentation, Online Webinars
• LL and WWWDD

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Final Selection Process

• The world does not live on data alone
• Price
• Product Features
• Required, Desired, Enhancements
• Customer Service
• Professionalism, Communication
• Partnership Opportunities

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Timeout for a Timeline Update

• Insert timeline

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Pre-Implementation Tips

• Retaining existing lists
• Databases, Journal Titles, URLs, Dates
• Test data drawing from experience
• Past problems linking to targets
• Heavily used referring sources and targets
• Think you have enough test points? Think again.
• Vendor notification lists
• Meet the new kid on the block
• Admin Panels, Requests, Re-requests
• Timing

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GRIT Gold Rush Implementation Team

• Team Membership
• Design v. Content
• Benchmarking
• Weekly Meetings

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GRIT XML Gateway

• XML Gold Rush
• Full customization of the public interface and
  article linker screen
• Users never leave your website. Results are sent
  back from XML server to your XML client
• Different options for developing XML client-Perl,
  PHP
• XML implementations UTC and Chattanooga State
  Technical College

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XML Diagram
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GRIT Initial Testing

• Content Upload (Targets)
• AtoZ ( http//www.lib.utc.edu/grx )
• OpenURL Link Resolver
• Balancing Act User Disruption and Adequate
  Feedback
• Databases , Publishers Admin Panel, Real-Time
• Off Days, Off-Hours
• Tweak and Test More
• Library Buy-in and Usability Testing

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GRIT Transitioning Referring Sources

• Phase One
• Remember those heavily used resources?
• Admin Panel, Real-Time Weekend
• Vendor-mediated Early Contact
• Remember those test examples?
• Phase Two
• Lower priority resources
• LL and WWWDD

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GRIT Product Launch
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GRIT Product Launch
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GRIT Product Launch (Planned)

• Promotional Activities (samples in email
  distribution)
• Flyers
• Giveaways
• Email lists
• Library website
• Library Instruction classrooms
• Rinse and repeat

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And then.Doom and Gloom
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Doom and Gloom

• Unannounced OpenURL link changes at Major Full
  Text Vendor
• 10-15 databases affected at UTC
• Product Name in Perspective
• Educational Opportunities

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Troubleshooting 101

• How open URL linking works

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How open URL linking works
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Citation in Soc. Abstracts
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Linker results screen-XML
Link to article
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Full text article from Springer
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Article Linking

• Open URL standard vs. proprietary links
• Examples Gale, Ebsco, Lexis Nexis
• Common reasons for failed links
• Dirty data
• Different data format from source to target
• Not all vendors support article level linking
• Link resolver needs to be fine tuned

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Troubleshooting

• From the vendor point of view
• Opportunity for product enhancement
• Opportunity to train the customer
• Helping the vendor help you
• What to provide, what to do

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Reviewing our Decision

• PriceQuality Ratio
• Non-factor
• Product Features
• New Required Features
• Customer Service
• Putting up with me

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Reviewing our Decision.continued

• Partnership Opportunities
• Beta testing source code sharing
• Educational opportunities
• Users Group
• Discussion List Tips Tricks Database Uploads
• OCLC e-Serials Holdings
• ISSN Project
• Share enhancement costs

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Reviewing our Decision

• What we gained
• What we lost
• Whats next

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Questions? Comments?

• Rose Nelson
• Rose_at_coalliance.org
• 303-759-3399 ext. 103
• Gold Rush grweb.coalliance.org
• Chris Ryan
• Chris-Ryan_at_utc.edu
• 423-425-4470
• Lupton Library www.lib.utc.edu