Posts Tagged ‘EBSCO’

Find it @ Lincoln: looking forward to a new EBSCO discovery service in the Library

Posted on May 11th, 2012 by Paul Stainthorp

Following long, looong discussions, we have finally chosen a next-generation library discovery service for the University of Lincoln Library.

After reviewing the four major commercially-available discovery products (from EBSCO, Ex Libris, OCLC and Serials Solutions), and after making several reference visits to see the various products in action in UK university libraries…

(…drum roll…)

EDS logo…we decided upon, and have now bought access to, the EBSCO Discovery Service. Over the summer we’ll be configuring and testing the new system, and in September 2012 it’ll be launched as the new front-end search and discovery platform for the Library at the University of Lincoln.

This new service will provide a single point of search and discovery across nearly all of the Library’s collections, including our ‘traditional’ library catalogue, e-books & e-journals, the Lincoln Repository, archives & special collections, reading lists, and a wide range of specialist and general electronic databases. (N.B. it might not search all of these collections right from day one!) We hope that—along with some of the other new and improved services that are being introduced as part of the Library’s review of ICT systems—it will make it significantly easier and more straightforward to find and use the University’s library resources.

According to the SCONUL HE Library Technology wiki, the EBSCO Discovery Service is also used by:

We decided that EBSCO Discovery Service provided us with a familiar (yet flexible, powerful and ‘serious’) research interface, as well as a good fit with our existing and planned electronic database collections. We were also influenced by EBSCO’s plans to develop and integrate the A-to-Z e-journals knowledgebase and link resolver into the discovery environment.

We’ll be spending the next month or so configuring the system to search all of our collections, designing/branding the interface, training library staff, and working with other University departments on getting the most out of the new tools. We anticipate that early access to the system will be possible from the end of July onwards (though this is subject to change), with a ‘soft’ launch in time for student induction in September, and a formal launch/discovery party with free coffee for all, later in the year.

We have also decided that the service will be branded under the title “Find it @ Lincoln“. (Eagle-eyed readers will spot that this is the name we’ve been using for a while for our EBSCO LinkSource OpenURL link resolver.) Information about the new Find it @ Lincoln service, and about the project to develop and launch it at the University of Lincoln, will soon be available at: http://findit.library.lincoln.ac.uk/

I’d like to thank the staff of all four discovery software companies, for all the presentations, demonstrations & visits, for the information they made available to the University of Lincoln over the past few months about their products, and for the demonstrations and supporting materials they provided which were of such use in informing this first selection phase of our discovery project.

Many thanks also, to the several universities who received staff from Library for discovery-themed visits, and who patiently described their use of their own search tools and answered our many questions profound and otherwise.

Now watch this space :-)

KB+ TAG meeting

Posted on May 3rd, 2012 by Paul Stainthorp

I’m in London today for a meeting of the Technical Advisory Group (TAG) of the JISC KnowledgeBase+ (KB+) project.

KB+ is an ambitious project to create a “shared service knowledge base for UK academic libraries to support the management of e-resources by the UK academic community“. Project leader Liam Earney blogged recently about what KB+ ought to look like on ‘day one’ (1 September 2012). It’s quite an impressive list of features. The KB+ blog is at: knowledgebaseplus.wordpress.com

I’m particularly interested in the project because of the overlap with our own internal Discovery selection & implementation work, as part of which we’re reviewing our serials acquisitions and ERM procedures, looking for simplification and efficiency/automation wherever possible. Liam’s blog post on the possible future impact of KB+ is worth a read here. Sample quote:

“The benefits of focusing on the data is that the Knowledge Base+ service will ‘add value’ to a whole range of other local databases, ERMs, link resolvers and knowlegebases[…]“

I’ve written in the past about the difficulties we have at Lincoln—difficulties which appear to be shared by most academic libraries—in reconciling data provided by publishers/e-journal platform providers with what exists in commercial knowledgebase software (such as Lincoln’s current EBSCO A-to-Z service), and with what we think we should be entitled based on our subscription agreement! So many journal subscription packages are common to lots of libraries, if not standard across the whole of the UK – it seems obvious to centralise this information.

One of the functions of the TAG is to: ”Provide advice and guidance on the technical architecture, infrastructure, software, standards and tools to be adopted and implemented by the project”

As part of that, I’ve been reading up on the KBART (uksg.org/kbart) – Knowledge Bases And Related Tools guidelines, which provide a useful framework for understanding how ERM data should propagate through library systems. Key quote: with ”small adjustments to the format of their title lists, content providers can greatly increase the accessibility of their products”. This is certainly true. We waste a lot of time formatting and re-formatting publisher data to make it fit our knowledgebase.

More forgiving searches on the A-to-Z

Posted on April 13th, 2012 by Paul Stainthorp

EBSCO have improved the way the e-journals A-to-Z carries out journal title keyword searches.

Previously, the A-to-Z only matched on exact, ‘whole word’ searches; it was very unforgiving. Searching for science would not return results containing the word sciences. Stemmed / partial-word searching was (and still is) possible using an asterisk as a wildcard—e.g. scien* would return results containing science, sciences, scientific, scientist, etc.—but these kinds of search features don’t tend to be very popular with library users.

However, EBSCO have now introduced ‘stemming’ rules within the A-to-Z search engine.  This handles singular and plural forms such as science/sciences, and make for a more forgiving search. It also now allows searching using common journal abbreviations such as Br J Sports Med for the British Journal of Sports Medicine.

We used to have a small number of custom ‘redirect’ entries in the A-to-Z which picked up common misspellings of certain journal titles (for example, Journal of Forensic Science instead of the—correct—Journal of Forensic Sciences). These are no longer necessary and I’ve removed them from the A-to-Z.

Screenshot of the Journal of Forensic Sciences on the A-to-Z

If you need it, exact-title searching is still possible via the advanced search page, and you can still use an asterisk for partial-keyword stem searches.

E-resource URL hacking for fun and profit: how to build direct, reliable login links to journals

Posted on March 9th, 2012 by Paul Stainthorp

I’ve got a bee in my bonnet about electronic resources which make it difficult or impossible to create reliable deep-ish links to a particular bit of the resource from Library websites (usually our library catalogue or EBSCO’s e-journals A-to-Z/link resolver) – links which handle the authentication properly and take the user to the place they wanted to go in the first place, and which do so consistently.

Below is an example of the kind of process we go through to construct direct, reliable login links to the home pages of journals, when authentication is via Athens and/or the UK Access Management Federation (UKAMF). The process uses a facility the A-to-Z has to rewrite URLs according to a set of predictable rules, generating a new login link which is a function of the original URL.

N.B. it’s only possible to do this at all if the Athens/UKAMF authentication point for the journal has a predictable structure. If a login URL includes any randomly-generated or unknown elements which vary from journal to journal, then it can’t be generated by predictable rules. If the login URL can’t be expressed as a predictable function of the basic URL for the journal, then we won’t able to create a direct, reliable login link for the resource. Some providers rule themselves out at the first hurdle because of this, and it’s intensely irritating for me and even more so for users.

This whole process should get easier (and the end result less frustrating for users) when we introduce EZproxy as an additional authentication tool, but even so I would say that the ability to analyse, deconstruct, rewrite and generally hack URLs is one of the most important skills needed by anyone who works with e-resources.

Here’s how to build a direct, reliable login link via Athens/UKAMF. Bear in mind that the example given is one of the easy ones!

  1. The A-to-Z knowledgebase stores the basic resource URL; usually a link to the journal home page. In the kind of pseudo-markup tags used by the A-to-Z to rewrite URLs, this is identified as {URL}.
    • For example, the {URL} of the e- journal Food Science and Technology International is:
      • http://fst.sagepub.com/
  2. First we visit the journal home page at {URL} and hunt around until we track down a reliable Athens or WAYFless UK Federation login URL. Often we look at other libraries’ web pages and/or UKAMF guidelines for inspiration.
  3. Determine whether the login URL is indeed a predictable function of {URL}. If it isn’t; you might as well stop at this point!
    • E.g. (this one goes via Athens, and is predictable):
      • http://auth.athensams.net/?ath_dspid=SAGE&ath_returl=http%3A%2F%2Fonline.sagepub.com%2Flogin%3Furi%3Dhttp%253A%252F%252Ffst.sagepub.com%252F
  4. Often {URL} will need to be %-encoded one or more times (roughly; one level of encoding for each level of URL ‘nesting’: each time a parameter within the URL is itself another URL). Encoding can be expressed in the A-to-Z using the paired tags {startencode} and {endencode}. Now rewrite the login URL using A-to-Z markup tags:
    • E.g. (note the double encoding!):
      • http://auth.athensams.net/?ath_dspid=SAGE&ath_returl=http%3A%2F%2Fonline.sagepub.com%2Flogin%3Furi%3D{startencode}{startencode}{URL}{endencode}{endencode}
    • Or (equally valid):
      • http://auth.athensams.net/?ath_dspid=SAGE&ath_returl={startencode}http://online.sagepub.com/login?uri={startencode}{URL}{endencode}{endencode}
  5. Then, encode the whole login URL one more time, and prefix the whole thing with the standard Athens cookie-setting URL. This ensures that users are sent to the University of Lincoln ‘alternative login’ point, rather than the old-fashioned Athens username and password form.
    • Either:
      • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl={startencode}http://auth.athensams.net/?ath_dspid=SAGE&ath_returl={startencode}http://online.sagepub.com/login?uri={startencode}{URL}{endencode}{endencode}{endencode}
    • Or:
      • http://auth.athensams.net/setorg.php?id=LINCUNI&ath_returl=http%3A%2F%2Fauth.athensams.net%2F%3Fath_dspid%3DSAGE%26ath_returl%3Dhttp%253A%252F%252Fonline.sagepub.com%252Flogin%253Furi%253D{startencode}{startencode}{startencode}{URL}{endencode}{endencode}{endencode}

It may look awful, but it works! (Usually.) It would be very useful if there were a place for A-to-Z customers to share (via a wiki, maybe) URL rewriting tips and examples. Some other useful links:

EJS / E-journals from EBSCO being phased out

Posted on March 2nd, 2012 by Paul Stainthorp

Just a note that the 11 journal titles which used to form the E-journals from EBSCO (a.k.a. the EBSCOhost Electronic Journals Service or EJS) are no longer listed as a discrete package on the e-journals A-to-Z. The EJS platform is (apparently) no longer being actively developed by EBSCO. The following journals should all still be accessible via the A-to-Z, as part of other publisher and/or database packages:

  1. Digital arts
  2. English Today
  3. HerbalGram
  4. Journal of sociolinguistics
  5. Language in Society
  6. Museum History Journal
  7. New Theatre Quarterly
  8. Performance Research
  9. Theatre Research International
  10. Theatre Survey
  11. World Englishes

The EJS platform has also been removed from the University Portal.

E-journal authentication behind the mask

Posted on November 16th, 2011 by Paul Stainthorp

This blog post is an attempt to elaborate on a problem with managing on/off campus access to electronic journals at the University of Lincoln. It’s a problem which confuses a lot of our users. I hinted at the issue in an earlier blog post.

Underlying the problem is a lack of consistency in the way e-journal platform providers/publishers implement Athens/”Shibboleth” access to their content.

I think the answer to this problem is “…use EZProxy as well or instead“. (We plan to do so.) However if anyone from a ‘strong’ federated-access position can suggest a way around the problem based purely on honest, SAML-based principles, then I’m all ears!

~~~wavy lines~~~

The system we use to manage access to e-journals at the University of Lincoln is EBSCO’s electronic journals A-to-Z. Within its underlying journals knowledgebase, the A-to-Z stores a URL for each journal – here I’ll refer to that URL as A.

The A-to-Z also provides the facility—a very nice facility, as it happens—to rewrite that URL according to a set of predictable rules, generating a new URL which is a function of the original URL: in my pseudomathematical shorthand I’ll call this f(A).

EBSCO call this facility of theirs a “Proxy Server”. Now – I could be being thick, but I don’t think this is a proxy server: it’s a URL rewriting application which merely happens to be used by some libraries to redirect traffic via a URL-rewriting proxy (such as the aforementioned EZProxy); in fact it can be used to ‘mask’ any URL.

We use the so-called “Proxy Server” facility to mask the default URL, A, and instead direct the browser back to the OpenAthens authentication point for the journal provider/publisher (allowing authentication both via the UK Federation and trad. Athens), with a redirect back to the post-authentication page for the journal. We’ll call that page A′ (i.e. “A prime”). A′ permits access to the full text of the journal.

Flowchart of URL masking and authentication workflow

N.B. it’s only possible to do this at all if the Athens/UKAMF authentication point for the journal has a predictable structure. If A′ includes any randomly-generated or unknown elements that aren’t in A and which vary from journal to journal, then A′ can’t be generated by f(A) – so some providers rule themselves out at the first hurdle. Bonjour, most legal databases! Yeah, you know who you are…

If it isn’t possible to create an A-to-Z “Proxy Server” URL mask, then our usual fallback position is to rely on IP authentication for on-campus traffic, but to instruct the user to manually select an Athens/’my institution’-type login for off campus access. This is not ideal: it confuses off-campus users who are used to seamless on-campus access, and it requires that we create help guides—I name and shame thee, Elsevier ScienceDirect—to lead people through often terribly confusing login procedures.

Flowchart of authentication workflow with on- and off-campus differences

There’s another complication: some journal providers, upon Athens-esque authentication from A, don’t send the user to A′. Instead, they redirect to a generic post-authentication page, D.

This = Bad. If you do this, I… just… can’t speak to you right now.

If we don’t (or can’t) apply a URL-rewriting mask in the A-to-Z for a journal package which exhibits this awful behaviour, then we’re relegating off-campus users to a third-class service; further widening the gap between on- and off-campus behaviour. If we do apply a mask, we relegate all users to the same lack of functionality. Which compromise do we choose? We’re damaging the user experience in both cases. [Click the diagram below to embiggen.]

Flowchart of complex authentication workflow for masked and non-masked journals

Finally, and for the sake of completeness, I think that this [below] would be the equivalent flowchart for EZProxy. (You can see why some libraries—and apparently their users—find it attractively simple. It also has the advantage that the ’masking’ is consistent across all or most journals, the configuration for each e-journal provider being done within EZProxy itself.)

Flowchart of the authentication workflow using EZProxy

Last word – here’s a useful page from Eduserv of Athens-authentication deep links for various e-resource providers. It may be helpful in creating masked URLs for Athens-authenticated journals.

Creating stable links to e-journal articles by hand (Blackboard / OpenURL / “Find it @ Lincoln”)

Posted on September 23rd, 2011 by Paul Stainthorp

It can be maddeningly difficult to create stable, persistent, reliable links to articles in e-journals from Blackboard. Links copied from publishers’ websites sometimes don’t include all the information needed to locate the article properly, or else they bypass the authentication processes needed to access an electronic journal: meaning that students aren’t logged in correctly, especially when using Blackboard off campus.

These sorts of links also break very easily – if a publisher alters its website, or if the Library changes its online database subscriptions.

Below is a reliable—albeit long-winded—way of creating persistent links to articles that should always work when placed in a Blackboard site. This method routes all links via “Find it @ Lincoln“, the University of Lincoln’s OpenURL link resolver software (provided by EBSCO). This software will present the user with links to the most appropriate [electronic] copy/ies of an article available.

Find it at Lincoln button

For example, taking the journal article:

  • Martin, J., et al. (1993) An accurate ab initio quartic force field for formaldehyde and its isotopomers. Journal of Molecular Spectroscopy, 160(1): pp.105–116

[N.B. Lincoln doesn't actually have electronic access to that article!]

We can build up a stable URL (web link) out of the following building blocks: up to 12 elements, strung together to form a great long link containing the citation details:

[1] http://openurl.ac.uk/ukfed:lincoln.ac.uk

This is the ‘base’ for the URL, routed through the national EDINA OpenURL Router service, and authenticating the user via the UK Access Management Federation. The national router service logs requests and provides a standardised, platform-independent web address at openurl.ac.uk.

[2] ?url_ver=Z39.88-2004

This tells our link resolver, a.k.a. “Find it @ Lincoln”, what version of the OpenURL standard (ANSI/NISO standard Z39.88-2004) to expect.

[3] &genre=article

This tells the link resolver to expect a journal article, rather than some other sort of publication.

[4] &rft_id=info:doi/__________

Fill in the blank space with the DOI (Digital Object Identifier) of the article, if one exists. For example: &rft_id=info:doi/10.1006/jmsp.1993.1161

[5] &issn=__________

Fill in the blank with the ISSN. For example: &issn=0022-2852

[6] &volume=_________

Fill in the blank with the volume number. For example: &volume=160

[7] &issue=__________

Fill in the blank with the issue number. For example: &issue=1

[8] &spage=__________

Fill in the blank with the number of the first page of the article. For example: &spage=105

[9] &aulast=__________

Fill in the blank with the surname of the lead author. For example: &aulast=Martin

[10] &aufirst=__________

Fill in the blank with the first initial of the lead author. For example: &aufirst=J

[11] &atitle=__________

Fill in the blank with the title of the article. Replace any spaces with a ‘+’ character. Percent-encode any nonalphanumeric characters (&%*/!£$, etc.). For example: &atitle=An+accurate+ab+initio+quartic+force+field+for+formaldehyde+and+its+isotopomers

[12] &title=__________

Fill in the blank with the name of the journal. Replace any spaces with a ‘+’ character. Percent-encode any nonalphanumeric characters (&%*/!£$, etc.). For example: &title=Journal+of+Molecular+Spectroscopy

…stringing all of the above together gives a finished URL which looks like this:

Once you’ve built it up, you can take the finished link and add it to a Blackboard Site by using the ‘Build Content’ menu to add a URL.

Screenshot from Blackboard

Paste your link into the URL box on the ‘Create URL’ page, and give it a Name (that’s the text the student will see, and the bit they will click on to access the article) and a Description.

You should also scroll down to the option marked ‘Open in New Window’ and select ‘Yes‘. If you don’t do this, your students may not be able to log in to the journal article. Then hit ‘Submit’.

Screenshot from Blackboard

It will then appear on Blackboard as hyperlinked text. When students click on the link, they will be asked to log in via Athens, then will see options for accessing the article online (or in print, if an e-version is not available).

Tips:

  • Don’t worry if you don’t have all the details of the citation: just leave out the elements you’re missing. Find it @ Lincoln will do its best to locate the article from even a partial citation.
  • If your link is very long, Blackboard may truncate it – breaking it in the process. If this happens, reduce the length of the URL by passing it through a link shortening service such as Linking You (for example: the shortened link for the article above is http://lncn.eu/deq), then add that URL to Blackboard instead.
  • You should percent encode any nonalphanumeric characters—i.e.many of the characters or symbols which appear in this list—that appear as part of the article title, the name of the journal, and potentially even accented letters in the name of the author. Doing so makes it much less likely that your link will break.
  • Remember to set the link to ’Open in New Window’ from within Blackboard. This ensures the authentication processes will run correctly, and is also good practice from a copyright perspective.
  • A very small number of electronic journals do not permit you to link to them from Blackboard; the most notable being the Harvard Business Review (issn:0017-8012). The terms of use of that e-journal specifically prohibit your linking to it in the course of your teaching. (Crazy, I know.)
  • See the ANSI/NISO standard Z39.88-2004 documentation for more information about the OpenURL standard. Or read this Library Journal article (from 2004 but still relevant) or the Wikipedia page.
  • If you need any help with creating these links and adding them to Blackboard, please contact your subject librarian, or email: athens@lincoln.ac.uk

Notes on: EBSCO Discovery Service (EDS)

Posted on July 22nd, 2011 by Paul Stainthorp

The EBSCO Discovery Service is EBSCO’s own next-generation resource discovery system, built on the already-very-familiar EBSCOhost database platform.

EBSCO’s particular ‘angle‘ for EDS is that its content is built up out of a lot of high-quality, ‘scholarly’, subject-indexed content (similar to the individual bibliographic databases on EBSCOhost), which they are keen to push as superior to basic ‘Google-type’ keyword-indexed searching, where the quality-assured, ‘information literacy’ aspect to resource discovery may not be as strong.

(Enough scare quotes for ya?)

Features of EDS:

  • Highly customisable/’brandable’ – logos, colours, background images, text/field labels;
  • Uses the same administrative interface (for back-end configuration) as EBSCOhost;
  • Integrates with EBSCO Electronic Journals A-to-Z and LinkSource (i.e. Find it @ Lincoln) for access to full text via OpenURL;
  • Harvests MARC records from local catalogue, and repository etc. records (via OAI-PMH, presumably, although I forgot to ask);
  • Content: as well as the library’s own local collections (above), EDS searches a central EBSCO ‘base index’ of content/metadata from ~20,000 providers, plus content from those EBSCOhost databases to which the library subscribes; it also contains a lot of enhanced book metadata (cover images, subject headings, reviews, etc.). See EBSCO’s website.
  • It’s possible to set up a public, ‘guest’ version of EDS to search catalogue, repository, and the main EBSCO index – then allow your own users to log in and search the more complete content including subscription databases (though EBSCO suggest that few libraries actually provide guest search in practice, despite asking for it to be made possible!); it’s also possible to use EDS to create custom search interfaces for groups of packages/databases (or even for individual databases) – e.g. subject clusters;
  • Users can extend their search out to remote databases (i.e. those not included in EBSCO’s central base index + local databases) via a traditional metasearch facility (related: EBSCOhost Integrated Search);
  • It’s possible to limit the default search to full-text items only (making use of the coverage information held in the A-to-Z/LinkSource knowledgebase) – however EBSCO advise that most subscribing libraries don’t do this – instead starting their users off with searches of the complete EDS collection, then later on allowing users to narrow the search results down to full-text-only, if they want to;
  • Various APIs, HTML widgets, and other extension tools available through an ‘EBSCOhost Integration Toolkit’ (http://support.ebscohost.com/eit/) – N.B. some of these can also be used with the existing EBSCOhost databases;
  • Developer community of library people extending and customising EDS – example blog posts here and here;
  • While the advanced search options and user interface are highly configurable, there’s no facility to adjust the search ranking algorithms – i.e. the relative placing of items/collections against each other in search results (as is possible in e.g. Ex Libris Primo);
  • FRBRising of search results will be introduced in 2012;
  • EBSCO will offer libraries free trial access to EDS, including MARC record harvest where possible.

UK HE libraries using EDS include:

A fresh coat of paint for the e-journals A-to-Z

Posted on July 12th, 2011 by Paul Stainthorp

The Library’s electronic journals A-to-Z service is in line to receive an updated look and feel this summer.

beta preview of the still-in-development new-look A-to-Z will be available until the end of August. The new A-t0-Z will be launched on 1 September 2011. EBSCO Information Services, who supply the A-to-Z to the University, are making these changes to bring the look of the A-to-Z more in line with their EBSCOhost databases.

The Library will be working through August to tweak the new-look A-to-Z site, to make sure it’s properly set up for the University of Lincoln, and to produce some new training materials on using the A-to-Z to find e-journals by title.

You can try the (still beta!) new-look A-to-Z for the University of Lincoln, at: http://beta.atoz.ebsco.com/titles/1710

Screenshot of the new-look A-to-Z

EBSCO have some slides about the enhancements they’re making to the A-to-Z, available to download from their website.

Managing e-journal holdings: different types of package: any tips?

Posted on June 9th, 2011 by Paul Stainthorp

The University of Lincoln Library provides access to lots and lots of electronic journals72,000-odd unique e-journal titles, at last count.

Some of these 72,000 titles are individual subscriptions – that is, journals that we pick off the shelf and pay for one-by-one – because they’re particularly appropriate to the teaching/research of the University. Many, many more of them are journals that come to us as part of a one-size-fits-all “Big Deal” database package, where we have little or no control over the titles on offer, but where there’s a critical mass of valuable content with makes it worth our while to subscribe to the whole thing. Yet more are freebie and/or Open Access titles available on the Internet which we list to make it easy for our users to find them.

In all, we maintain access to 73 separate e-journal packages (plus a handful of individual oddities that don’t form part of a package), and nearly 110,600 e-journal links (a fair number of titles are duplicated across packages).

Screenshot of the A-to-Z

To help us keep tabs on all this content, and to make sense of the many different e-journal access points on behalf of Library users, we make use of a nifty tool called the Electronic Journals A-to-Z, which is provided and maintained by a company called EBSCO Information Services. The A-to-Z consists of:

  • A hosted e-journal ‘knowledgebase’: a directory of all the possible e-journals available, from which we can select those titles to which we have access;
  • A public, searchable journal listings site, with tools for customising the display of particular e-journals (or entire packages), including the holdings data (i.e. the start- and end-dates of full-text holdings) for each title;
  • An OpenURL link resolver, which we brand as – Find it @ Lincoln
  • Various admin services including usage reports.

Even with the tools that the A-to-Z provides, it’s still a lot of work to keep on top of so many e-journals from so many different sources. To help us (“us” being me and two colleagues from the E-resources and Acquisitions teams), we maintain an ERM spreadsheet in Google Docs: this contains details of all the acquisitions & technical information we need to manage each package in the list.

The packages fall into four distinct categories [below]; each category has to be maintained in a different way.

  1. Big Deal“-style databases, to which we subscribe in toto. These cause little or no bother. EBSCO do most of the work for us. Their A-to-Z knowledgebase contains details of all the titles in the database; EBSCO add new titles and remove old ones for us; we can be reasonably confident that their holdings data accurately reflect the database. The only real problems we have with these (and all) packages are around authentication – but that’s another story. This class of packages includes all the EBSCOhost databases (such as Academic Search Elite), most business databases, quite a few packages from JISC Collections, and all Open-Access platforms.
  2. “Vendor packages”, made up of a selection of individual titles from a single publisher or journal aggregator. Although all the titles exist within the knowledgebase, ready to be selected, EBSCO have no way of knowing in advance which titles we hold (save for a few titles for which EBSCO Information Services act as our ‘subscription agent’ – keeping up with all this?), nor the details of our full-text holdings. These packages (which include most of the high-impact scholarly journals from recognised academic publishers; those which—by definition—the Academic Subject Librarians have chosen on their constituencies’ behalf) are hard work to maintain, as well as being very prone to error. For any more than a small handful of titles, we can’t possibly keep on top of them ‘manually’, and must rely on downloaded publishers’ holdings reports, which we then have to process into an EBSCO-friendly, tab-delimited format before uploading them to the A-to-Z. Publishers rarely make their holdings reports available in an immediately usable format, and subscription holdings tend to be irritatingly regularly subject to change, making this the Forth Bridge (Sisyphean task for non UK-ers!) of e-resources admin. We’re starting to try and reduce the size of the job by looking to see if all of these packages are absolutely necessary: I’ve a suspicion that some of the smaller publishers could be rolled up into the larger ‘aggregator’ packages with no loss of access.
  3. “Other” titles that don’t belong to any package. These represent a tiny proportion of our e-journals (we currently list 45 “Other” titles out of 72,000 = 0.06%) and an even more minuscule proportion of our overall usage… BUT are responsible for a disproportionately large amount of work: especially around authentication. For that reason, I try and keep the number of “Other” titles to the absolute minimum possible. I’ll use any excuse to drop one :-)
  4. Finally, what EBSCO refers to as “Custom” collections (we have 13 in total): ‘local’ packages (for local people?): stuff that doesn’t appear in EBSCO’s knowledgebase at all. This is a grab-bag of oddities, experiments, print holdings (surprisingly popular), RSS feeds, and packages with really, really funky authentication requirements. Same as for the Vendor packages in 2, we have to add these to the A-to-Z by constructing and uploading a tab-delimited file. Again, I battle to keep these “Custom” packages to a minimum: but in actual fact they’re less trouble than they might be. We have complete control over the data, so they’re relatively easy to update, and they tend to be fairly low-maintenance once they’re up and running.

You can browse a list of our current e-journal packages at: http://lncn.eu/h59

I’d really, really like to simplify things, especially for classes 3 and 4. Question for fellow e-resources librarians: what tricks do you have for managing your e-journal packages and holdings information?