Techniques for Electronic Resource Management: TERMS and the Transition to Open

Abstract

We then moved on from TERMs and created a new framework around open access resource management in libraries, which we called Open Access Workflows for Academic Librarians (OAWAL). 3 We explored ways in which open access management could be folded into traditional library practices, and this was the subject of a presentation at a SPARC conference in 2014. 4 As OAWAL developed, we began to recognize overlaps between electronic resource management and open access workflows. Our work with Chris Awre and Paul Stainthorp on the HHuLOA project (Hull, Huddersfield and Lincoln Open Access) led to efforts to map OAWAL onto TERMs (see figure 1.3). 5 From the collective continued work in this area and with feedback from others on the initial TERMs project, we determined the timing was right for a revised framework that reflected the changes to the lifecycle that have devel-Open access workflows can often be seen as entirely separate workflows or a set of add-on processes. However, this view fails to recognize some important points. Firstly, open access content is a critical set of content, in the same way as paid-for content. As such, it should be exposed to the same level of scrutiny as any other part of the library's collection, management, and development policy. Secondly, open access resources also need to be implemented, embedded, monitored, and ultimately withdrawn just as would any set of resources. Finally, subscription and open access content is intrinsically linked in offsetting or read and publish agreements. These transformative agreements are increasingly becoming the norm as noted above regarding the launch of cOAlition S. 35

Accessibility and Inclusion Issues in Library Acquisitions: A Guideline to Evaluating and Marketing the Accessibility of Library E-Resources

“…At the CSI Library-CUNY, the library was not looking at completing a workflow analysis, since workflows could not formally be established because of an electronic resource librarian vacancy lasting several years. As a result, the Techniques for Electronic Resource Management (TERMS) by Emery and Stone (2013) was used as the model for conceptualizing all and any future workflows in all aspects of electronic resources management, including evaluating for the accessibility of products and services. The simplicity of the model had the buy-in of both the acquisitions librarian and newly appointed electronic resources librarian.…”

“…If adopted by acquisition and/or electronic resource librarians, TERMS would involve the workflow processes of investigating, acquiring, implementing, evaluating, reviewing, and canceling/renewing digital resources (Emery & Stone, 2013). As part of this workflow paradigm, electronic resources will also be evaluated on whether an e-resource is accessible, adaptable, supportive, and can be used by patrons of all abilities.…”

“…The second step in TERMS is to acquire new content (Emery & Stone, 2013). During the procurement process with electronic resources, the licensing of digital rights management (DRM) and other contractual terms and conditions is regularly signed.…”

“…The sixth step in TERMS is cancellation and replacement (Emery & Stone, 2013). If a vendor is no longer Section 508 compliant or a more accessible product is found through a new evaluation process, a library should feel free to cancel their current product and replace it with a better resource.…”

“…It is also important to note that the implementation process involves the customization of database interfaces and the branding of electronic resources with organizational logos. Emery and Stone (2013) suggest that a major acquisition of a product or service will most likely need a dedicated marketing plan. They mention that "the plan should cover the needs, wants, and interests of all potential users" (Emery & Stone, 2013, p.23).…”