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-<markdown> 
-# Standardizing Terms for Electronic Resource Management 
-## Date: Thu 06 Feb 2019  
  
-A few years ago now, I conducted some basic historical research on a 
-librarian named Ralph Parker. Inspired by technological advances in 
-automation, specifically the punched card, Parker began to work out how 
-to apply this technology to library circulation starting in the 1930s, 
-and ended up becoming the first person to automate part of the library's 
-work flow. By the mid-1960s, Parker's continued pursuit of library 
-automation led to some major advances, including the founding of OCLC, 
-and the punched card system he developed over many years led to massive 
-increases in circulation and better service to patrons. After making 
-these advances, he wrote in the mid-60s the following about the 
-installation and launch of a new punched card system to help automate 
-circulation: 
- 
-> "To the delight of the patrons it requires only four seconds to check 
-> out materials" (as cited in Burns, 2013). 
- 
-Think about that comment for a second and recognize how delighted not 
-only the patrons must have been but also the librarians, such that the 
-time was reduced to four seconds. Imagine how long it took before this 
-reduction was accomplished. 
- 
-Technology does, in some or many cases, lead to progress, but progress 
-and influence are more involved than that. Change comes not just from 
-nifty new technological developments or from the application of 
-technologies, but also from the standardization of technology. Standards 
-enable multiple groups of competing interests to form consensus about 
-how technology should work, and when this happens, multiple parties 
-receive payoffs at the expense of any one party acquiring a monopoly. 
-This is true for things as simple as the design of screwdrivers, the 
-width of railroad tracks, the temperature scale, and certainly also to 
-how information is managed and exchanged. The internet and the web 
-wouldn't exist, or definitely not exist as we know it, if not for the 
-standardization of the Internet Protocol (IP), the Transmission Control 
-Protocol (TCP), the Hypertext Transfer Protocol (HTTP), and other 
-internet and web related technologies that make the internet and the web 
-work for so many users regardless of the operating system and the 
-hardware they use.  
- 
-Our first article this week is written by Pat Harris and covers the 
-basic reasons for the existence of [NISO][1] (the National Information 
-Standards Organization) and the kinds of standards NISO is responsible 
-for maintaining and creating. If you haven't before paid attention to 
-NISO, you might now start seeing more references to the organization and 
-the standards it publishes, especially because the international library 
-community has worked closely with NISO to develop standards for various 
-aspects of library work. 
- 
-Historical note: As Harris points out in the article, NISO came into 
-existence in the mid-1930s. This was about the same time that Ralph 
-Parker, mentioned above, began working on his punched card system. Not 
-long before this, in the late 1920s, the first library science graduate 
-program launched at the University of Chicago, and in the early 1930s, 
-the first research based journal started, *The Library Quarterly*. We 
-often talk about how long libraries have existed, and it's true that 
-there were quite a few accomplishments before the 1930s, but it's this 
-time period (for these and a number of other reasons) that really marks 
-the modern era of libraries. 
- 
-Our additional readings are about TERMS, or Techniques for Electronic 
-Resource Management. TERMS is not a true standard, but more of a *de 
-facto* one that helps outline the electronic resource management work 
-flow. It was developed in order for librarians or others dealing with 
-electronic resources to come to a consensus about the processes and 
-parts of electronic resource management. The first version of TERMS is 
-described by the TERMS authors in the *Library Technology Reports* 
-readings of chapters 1-8. Although it has been replaced by a [newer 
-version][6], it still functions as a thorough introduction to the ERM 
-work flow and provides guidance and suggestions about all aspects of 
-electronic resource management. For example, in [chapter 7][7] of the 
-LTS report on TERMS version 1, the authors provide very helpful 
-information on the importance of working with providers or vendors in 
-case of cancellation of a resource. They write: 
- 
-> Do not burn any bridges! Many resources have postcancellation access, 
-> which means you need to keep up a working relationship with suppliers; 
-> this might also incur a platform access fee going forward, so this 
-> needs to be budgeted for in future years. Review the license to fully 
-> understand what your postcancellation rights to access may be. In 
-> addition, you may resubscribe to the resources in future years. 
-> Content is bought and sold by publishers and vendors. Therefore, you 
-> may end up back with your original vendor a year or two down the line! 
- 
-Some of this material is repeated in version 2 of TERMS, but version 2 
-was created in order to address some changes in the world and to include 
-more input from the community. Version 2 also includes a slightly 
-modified outline, and [includes the following parts][8]: 
- 
-1. Investigating new content for purchase or addition 
-2. Acquiring new content 
-3. Implementation 
-4. Ongoing evaluation and access, and annual review 
-5. Cancellation and replacement review 
-6. Preservation 
- 
-At the same link just provided, they also write about this new version: 
- 
-> In addition to the works mentioned or cited in the original TERMS 
-> report, much has been written in the past few years that can help the 
-> overwhelmed or incoming electronic resources librarian manage their 
-> daily workflow. In the end, however, most of the challenges facing the 
-> management of electronic resources is directly related to workflow 
-> management. How we manage these challenging or complex resources is 
-> more important than what we do, because how we do it informs how 
-> successful and how meaningful the work is, and how well it completes 
-> our goal of getting access to patrons who want to use these resources. 
- 
-As such, the outline and the content described in these two versions of 
-TERMS is very much about centered on the ERM work flow. Thus, TERMS is 
-essentially a guide and framework for thinking about the different parts 
-of the electronic resource life cycle within the library, and helps 
-provide librarians with a set of questions and points of investigation. 
-For example, let's consider the first TERM, which is to investigate new 
-content for purchase or addition. In a presentation by the [Emery and 
-Stone (2014)][2], they suggest that this involves the following steps, 
-partly paraphrased: 
- 
-- outline what you want to achieve 
-- create a specification document 
-- assemble the right team 
-- review the market and literature and set up trial 
-- speak with suppliers and vendors 
-- make a decision (Emery and Stone, slide 12, 2014) 
- 
-Emery and Stone provide other examples, and the TERMS listed in this 
-slide are from the first version. TERM 6, PRESERVATION, was added in 
-version 2, and TERMS 4 and 5 were joined together. There's a link to 
-these slides, with further examples, in the transcript of this lecture, 
-as well as the citation. 
- 
-This week you have two part exercise: first, you'll visit the NISO 
-website and search for documentation on a standard, technical report, or 
-recommended best practice and post about it. Second, after reading about 
-TERMS and perusing through the slides, try to place these TERMS in 
-additional electronic resource management context. Please draw from 
-experience or use your imagination. 
- 
-I'm requiring a lot of reading this week because these readings really 
-capture the specifics of the ERM work flow, and understanding them will 
-help you get started and attain success in this position. The Rinck 
-article is a nice interview with the authors of TERMS. Consider this 
-optional reading, but its still worthy of your time. 
- 
-Emery, J., & Stone, G. (2014). Techniques for Electronic Resource 
-Management (TERMS): From coping to best practices. In 2014 AALL Annual 
-Meeting and Conference, 12-15 July 2014, Henry B. Gonzalez Convention 
-Center, San Antonio, TX. http://eprints.hud.ac.uk/id/eprint/19420/ 
- 
-**Sources for NISO tasks:** 
- 
-- NISO: Recommended Practices: [https://www.niso.org/explore/type?type=11][3] 
-- NISO: Technical Reports: [https://www.niso.org/explore/type?type=21][4] 
-- NISO: Standards: [https://www.niso.org/publications/standards][5] 
- 
-[1]:http://www.niso.org/ 
-[2]:http://eprints.hud.ac.uk/id/eprint/19420/ 
-[3]:http://www.niso.org/publications/rp/ 
-[4]:http://www.niso.org/publications/tr/ 
-[5]:http://www.niso.org/apps/group_public/projects.php 
-[6]:http://6terms.tumblr.com/ 
-[7]:https://journals.ala.org/index.php/ltr/article/view/4738/5647 
-[8]:https://library2.hud.ac.uk/blogs/terms/announcing-terms-ver2-0/terms-ver2-0-introduction/ 
-</markdown> 
teaching/standardizing-electronic-resource-management.1549036118.txt.gz ยท Last modified: 2019/02/01 10:48 by seanburns