Title: Online Serials Access XGame: Surviving a vendor change for online serials access and thriving
1Online 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
2Online Serials Access X-Game
- Who We Are.
- UTC/Lupton Library
- Colorado Alliance/Gold Rush
3Who We Are UTC
- University of Tennessee System
- UTC
- Metro, residential, liberal arts/teaching/doctoral
- 8500 FTE Students (7600 UG 900 G)
4Who 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
5Who 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)
6Who 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.
7Before We Start
- Want copies of slides and checklists?
- Leave Business Card
- or
- Use Signup Sheet
8Online 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
9Why X-Game?
- Extremely short timeframe
- From exploration to decision to
implementation/launch - Extreme savings
- Extremely low disruption to students
- Extremely valuable side benefits
10Online Serials Access Deciding to
Explore
- August 2007 The Invoice
- September 2007 The Response
- Later that Month The Response to The Response
11Online Serials Access Deciding to Explore
- And then there was Tenn-Share DataFest
- Hmmm..
12Online Serials Access We Had Issues
- Small staff
- Lot going on
- PriceQuality Ratio
- Product Features
- Vendor Stability
13Online 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
14Going for It Timeline
- Insert original timeline
- Create handout for email distribution
15Selection Process The Queen of Checklists
- Development of Vendor List
- Desired Vendor Qualities
- Desired v. Required v. Expendable Features
16Features Desired Required - Expendable
17Selection 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
18Final Selection Process
- The world does not live on data alone
- Price
- Product Features
- Required, Desired, Enhancements
- Customer Service
- Professionalism, Communication
- Partnership Opportunities
19Timeout for a Timeline Update
20Pre-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
21GRIT Gold Rush Implementation Team
- Team Membership
- Design v. Content
- Benchmarking
- Weekly Meetings
22GRIT 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
23XML Diagram
24GRIT 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
25GRIT 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
26GRIT Product Launch
27GRIT Product Launch
28GRIT Product Launch (Planned)
- Promotional Activities (samples in email
distribution) - Flyers
- Giveaways
- Email lists
- Library website
- Library Instruction classrooms
- Rinse and repeat
29And then.Doom and Gloom
30Doom and Gloom
- Unannounced OpenURL link changes at Major Full
Text Vendor - 10-15 databases affected at UTC
- Product Name in Perspective
- Educational Opportunities
31Troubleshooting 101
- How open URL linking works
32How open URL linking works
33Citation in Soc. Abstracts
34Linker results screen-XML
Link to article
35Full text article from Springer
36Article 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
37Troubleshooting
- 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
38Reviewing our Decision
- PriceQuality Ratio
- Non-factor
- Product Features
- New Required Features
- Customer Service
- Putting up with me
39Reviewing 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
40Reviewing our Decision
- What we gained
- What we lost
- Whats next
41Questions? 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