Electronic resources librarians are used to negotiating licenses that mitigate risk and maximize the ability of users to take advantage of content. But mostly we are not used to conceptualizing the work of licensing holistically, weaving licenses into our systems and workflows and sharing the processes and terms with our users and colleagues. This presentation looks at licensing holistically through the lens of system design. We will focus on how license management takes place in our Ex Libris Alma next-gen system and how license terms are displayed to end users in our Primo discovery service. We will review testing, decision-making, and implementation processes for license management in these systems. We will give examples of how licensing impacts every part of the library organization. We will describe how we wrote policies and “answer keys” to explain terms of use in ways that faculty and students understand. We will discuss ways to educate staff and end users about the process of licensing and the ramifications of license terms. In the process we will discover ways to maximize our transparency and negotiating power. Attendees will leave this session with a holistic understanding of licensing as work that continues long after signature and that is integrated into library systems and workflows.

1. LICENSING BY DESIGN:
A SYSTEMATIC
APPROACH
Michael
Rodriguez
UConn Library
NASIG 2018

2. PRESENTER INFORMATION
Michael Rodriguez
Licensing & Acquisitions
Librarian
University of Connecticut
michaelr@uconn.edu
Twitter @topshelver

3. BEFORE WE BEGIN…

4. AUDIENCE POLL
Who is NOT on Alma?
[#]
Who currently uses Alma for license management?
[#]
Who uses Primo to display license terms tracked in
Alma?
[#]
Who has public-facing policies about eresource
terms of use?
[#]

5. WHAT IS CORAL?

6. CORAL VERSUS ALMA

7. ECOSYSTEM DESIGN

8. ALMA/PRIMO/ANALYTICS WEB
TOUR!

9. LICENSING CENTRALIZATION

10. LICENSING SIMPLIFICATION

11. LICENSING VALUES

12. ACCESS VERSUS
USEFULNESS

13. LICENSING IMPACT

14. INFORMATIVE POLICIES

15. USE OF LICENSED ELECTRONIC
RESOURCES POLICY
https://lib.uconn.edu/about/policies/use-of-licensed-electronic-
resources-policy/

16. BENCHMARK
POLICY FROM
UC BERKELEY
http://www.lib.ber
keley.edu/about/c
onditions-of-use-
for-electronic-
resources

17. BENCHMARK POLICY FROM CSU
NORTHRIDGE
https://library.csun.edu/About/UsingElectronicResources

18. BENCHMARK POLICY FROM
EMERSON COLLEGE
https://www.emerson.edu/library/about-
library/policies/eresourceusepolicy

19. LICENSING TRANSPARENCY
https://library.ucsd.edu/about/license-

20. STATEMENT OF VENDOR
EXPECTATIONS
https://digital.library.unt.edu/ark:/67531/metadc1

21. END-USER EDUCATION

22. FUTURE DIRECTIONS

23. KEY TAKEAWAYS
•Establish your priorities and
values first.
•Design the work around the
system.
•Watch out for the exceptions.
•Integrate all the things.
•Consult stakeholders.
•Simplify, simplify.

24. FOR MORE INFORMATION
Alma: Managing Licenses and Amendments
http://s.uconn.edu/3xf
Alma: Creating Dashboards/Reports for
Licenses
http://s.uconn.edu/3xd
Alma: Running Analytics Reports for Licenses
http://s.uconn.edu/3xc
CORAL: Documentation & User Guides
http://coral-erm.org/documentation
UConn Use of Licensed Electronic Resources
Policy
http://s.uconn.edu/3w9

25. QUESTIONS? COMMENTS?