Our presentation will focus on Cornell and Columbia’s efforts to examine local electronic resource licensing, acquisition, and management work-flows; identifying procedures and operations that can be streamlined and integrated as we move closer towards the goal of joint management of electronic resources. The presenters will provide a brief background of the 2CUL collaboration (http://2cul.org/node/17), an overview of our varied local practices, workflow environments and systems used to support the life cycle of an electronic resource. We will speak to our similarities and differences, and areas that have been identified from which we can build a stronger collaboration. Emphasis will be placed on our current efforts to investigate local e-book purchasing procedures and the potential development for a joint workflow. Presenters will also discuss the experience of cross-institutional collaboration and communication, and we will highlight the efforts of established cross-institutional committees and task forces which are working to provide a future framework for the technical services 2CUL environment. Presenters: Colleen Major, Networked Electronic Resources Librarian – Columbia University Jesse Koennecke, Head, Electronic Resources – Cornell University Boaz Nadav-Manes, Director, Acquisitions and Automated Technical Services – Cornell University

1. Jesse Koennecke, Head Electronic Resources,Cornell University
Colleen Major, Networked Electronic Resources Librarian, Columbia University
Boaz Nadav-Manes, Director, Acquisitions and Automated Technical Services,
Cornell University
The Electronic Sandbox:
Cross-Organizational
Electronic Resource
Management

2. What is 2CUL?
• Columbia and Cornell University Libraries
• Andrew W. Mellon Foundation and in partnership with Ithaka S+R Research
• Transformative and enduring partnership
• Pool resources to provide content, expertise, and services that are impossible
to accomplish acting alone
• Collaboration, including legal, technical, fiduciary, and governance issues that
underpin this relationship
• Early focus is placed on the enabling infrastructure
(http://2cul.org/)

3. int 2CUL Activities
Access Services
o Improved delivery
o On-site privledges
Cataloging
o Korean
o Chinese, Hebrew
o RDA training
Collaborative collection development
o 2CUL Selectors
o Collection analysis
o Improved delivery
Digital preservation
E-resource management
Acquisitions
o Joined approval plans (Slavic/LA)
o Poof

4. E-Resources Management
Goal:
Develop collaborative workflows to
enable cross-institutional sharing of
content, expertise, and services.

5. …content, expertise, and
services
Content
• Shared or joint licensing and acquisition
Expertise
• Identify and implement best practices
• Develop deep expertise in key areas
Services
• Collaborative troubleshooting

6. Findings
Different approaches, same overall goals
Different tools for similar activities (ERM,
separate Voyager systems, Serials
Solutions, etc…) – bigger issue

7. CUL Systems
ornell U Libraries
•III: ERM, DBs, openURL
•360: MARC, Summon
•Ex Libris: ILS
•Local CUL systems
o eNERF Tracking
o Proxy/PURL Config
Columbia U Libraries
•360: ERM, MARC,
Summon,COUNTER, E-Journals,
openURL
•Ex Libris: ILS, Metalib
•Local CUL systems: DBs

8. E-Books Task Force: charged with surveying
the landscape in more detail and
recommending steps that our libraries should
take in the short term to improve e-book
access and management, and proposing an
organizational framework that will ensure
continued monitoring of these issues and
appropriate action.

9. Books
sk Force
bliographic
Access

10. OpenURL Linking

11. E-Book package workflow.
- Columbia and Cornell

12. ook package workflow differences.
olumbia and Cornell

13. mbia's E-Book firm ordering workflow

14. Cornell's E-Book
firm ordering
workflow

15. POOF!
http://poof.library.cornell.edu/
is an online tool that automates the largely manual steps required to review and place an order for an
all formats. 4536 orders as of yesterday - around 40% of our non WCS orders.
stem is built with Drupal, uses queries that acquire bibliographic metadata from WorldCat and present
ser friendly fashion.
specialists in both Columbia and Cornell can review the bibliographical information and discover if an
already held by the other 2CUL partner.
ecialist is also able to order, reject, or defer an item for additional review.
et matrix determines where the purchase will be made from (based on variables within the metadata
ated with the material to be purchased.)
s scripts enact the decisions in the appropriate system that will create the acquisitions record and
se order.
ol provides avenues for subject specialists to interact across institutions with each other (and with

16. API to Vendor A
Cornell
ested
ebook
flow
Columbia
POOF!
Initiate matrix
immediately
Initiate matrix
during night
API to Vendor B
API to Vendor C
aut order
Matrix R/S/M/P/PDA/p+e
order
request
Matrix coo/zcu/2cul
Matrix license coo/zcu/2cul
Matrix Print
aut voyager
FTP records
inquiry
nvoice + activation R/S/M/P/
PDA ?
Reserve
/Rush ?
HOLDINGS?
COO/ZCU/2CUL
YesNo

17. Principal collaborative concepts
• Understand culture and
context (if possible before
you start...)
• Risk taking and assessment
• PM methodology - SCRUM
Development
• Investigate local
Workarounds
• Normalize expectations
• Build on grassroots efforts

18. Challenges and Opportunities in
Coordinating 2CUL plans:
Pilots – Investment in resources
and time. Require more oversight
and imaginative thinking (mutual
risk taking with the hope of long
term benefits).
Automate via metadata
Early prototyping and usage of
tools impact vendors to come up
with better solutions
Scalability in development and
business models

19. 2CUL PSA Working Group