Charleston Conference Thursday, November 4, 2010 3:00 - 3:45 PM Electronic Resource Management (ERM) is a specialization that impacts and is impacted by the work of librarians in public services, technical services and systems. All Library and Information Science (LIS) students that wish to work in libraries should have exposure to the standards, concepts and practices of ERM. While many LIS programs convey this knowledge in bits and pieces through existing courses, such as information organization, reference, collection management, acquisitions and serials, and information policy, other LIS programs pull this knowledge together into a single course. The objectives of this session are to 1) share successes and lessons learned from a recent ERM teaching experience and 2) begin a dialogue among LIS educators who currently teach or plan to teach an integrated ERM course. The presenter will convey her experience developing and teaching an ERM course at St. Catherine University during the fall semester of 2009. She will consider issues such as the appropriate balance between theory and practice, the breadth and depth of topics that should be covered, techniques for providing hands-on experience, and ways to reduce redundancy with coverage in other courses in the curriculum. The session will conclude with ample time for participants to ask questions and share their ideas and experiences.

1. Teaching Electronic Resource
Management
Sheri V. T. Ross
MLIS Program, St. Catherine University
Charleston Conference 2010

2. Objectives of the Session
 Share experiences from a recent ERM teaching experience
 Successes
 Course Components
 Challenges
 Begin a dialog with other ERM educators
 Ideas for collaboration
 CUFTs Researcher

3. ERM Teaching Successes
 Offered the course as a special topic
 Convinced the faculty that such a course would offer unique
content
 Convinced students to enroll
 Helped students understand how ERM fits into the profession
they've been learning about
 Developed a curriculum
 Combined theory (new) with practice (limited)

4. Unit Theory Concepts Practice
Evolution of
Electronic
Resource
Management
Stakeholder
theory and
organization
theory
Standards
development in
the ERM
community
Reviewing and
engaging with
ERM social
networking
venues
Scholarly
Communication
Stakeholder
theory and
macroeconomic
theory
Scholarly
communication,
scholarly
publishing, and
serials in libraries
Conducting a
stakeholder
analysis for the
development of an
institutional
repository
ERM Course Components

5. Unit Theory Concepts Practice
Electronic
Resource
Management work
flow
Systems theory and
organization theory
DLF ERMI and the
development of
ERMS
Coordinating
administrative data
with and without
ERMs; work flow
analysis
Access,
Authentication,
and Administrative
Interfaces
Systems theory and
networking theory
Proxy servers; web
site design and
management
Managing and
branding
subscriptions
through
administrative
interfaces
ERM Course Components

6. Unit Theory Concepts Practice
Listing, Linking,
and Reporting
Systems theory
and networking
theory
XML, A to Z lists,
and openURL
Defining
institutional
holdings and
running reports in
a knowledge base;
resolving links
Vendor
Relations,
Negotiation, and
Licensing
Stakeholder
theory and game
theory
Information
marketplace,
contract law
Reviewing,
negotiating, and
amending licenses
ERM Course Components

7. Unit Theory Concepts Practice
Evaluation,
Selection,
Deselection, and
Preservation
Microeconomic
theory
COUNTER and
SUSHI, digital
preservation
options
Managing use
statistics,
conducting cost-
benefit analyses,
and planning
selection and
deselection
Managing
Change in the
Information
Environment
Organization
theory
Project
management and
case studies from
the LIS literature
Planning for
change using
project
management and
pitching solutions
ERM Course Components

8. Teaching ERM Challenges
 Finding vendors that would provide access to
discovery and management tools for the purposes of
teaching
 Knowledge bases
 Administrative interfaces
 ERMS
 Integrating new (and sometimes conflicting) theory
areas into those already learned in the foundations
courses

9. Share Your Thoughts
 Is the work of ERM unique enough to justify its own course?
 Is ERM mature enough to integrate into an MLIS curriculum?
 What concepts would you add or remove from the course
components list?
 How do you or would you integrate the practical use of ERM
technologies?

10. reSearcher
 Produced by Simon Frasier
 CUFTs Open Source Serials Management
 GODOT Open Source Link Resolving
 DbWIZ Open Source Federated Searching
 Hosted service
 http://
software.lib.sfu.ca/files/sfu.software.prices.pdf

11. Beginning a Dialog
 An online forum to exchange pedagogical strategies
 Collective suggestion to vendors to expand their
graduate education offerings to include
administrative interfaces, discovery tools and ERMs
 Birds of a Feather discussion at ALISE and/or Lively
lunch discussion at Charleston Conference

12. Contact Me
Sheri V. T. Ross
Assistant Professor
MLIS Program, St. Catherine University
St. Paul, MN 55406
svtross@stkate.edu

13. Thanks
Have a great conference!