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CRITICAL ANALYSIS OF E-RESOURCE 
MANAGEMENT LIFE CYLCLE: AN OVERVIEW 
OF THE LIFE CYCLE OF E-RESOURCES, NEW 
MODELS FOR COLLECTION, DEVELOPMENT 
AND ACQUISITION 
BY 
DR. MAS’UDU ADAMU KAZAUREI, mni 
EXECUTIVE SECRETARY 
NATIONAL BOARD FOR TECHNICAL E
INTRODUCTION 
 The primary mandate of tertiary institutions is teaching and 
research 
 The primary goal of libraries in the institutions is to provide 
resources that encourage and support teaching and research 
(http://lib.hku.hk/ed/policies/erp:html) 
 Over the years, libraries largely depend on print materials 
comprising books, journals, periodicals etc to achieve their primary 
objective of facilitation of teaching and research in tertiary 
institutions 
 Though print materials have the advantages of physical presence 
and longevity, they equally have the disadvantages of occupying 
space, high cost of transportation and the attendant risks, high 
cost of purchase of new or updated materials etc 
(http://www.ehow.com/info)
 The disadvantages of print materials and improvement in 
information communication technology (ICT) have brought about 
the use of E-RESOURCES (ERs) in the libraries of tertiary institutions 
(Montgomery and Sparks, 2005) 
 The use of ERs in the libraries is posing some challenges not 
encountered with the acquisitions of traditional print library 
materials 
 The challenges are in areas of access, interface, technical support, 
license, huge budgetary requirements etc (Sadeh and Ellingsen, 
2005) 
 This makes a capacity building programme on E-LIBRARY (EL) for 
librarians of public tertiary institutions, with a theme “Acquisition 
and Management of E-Library” relevant, timely and imperative
 The objective of the paper is to provide an insight into 
E-Resources, their Management and models or policies 
on their Collection, Development and Acquisition 
 To achieve the said objective the order of presentation 
in the paper will be as follows; 
 Meaning and types of E-Resources 
 An overview of the life cycle of ERs 
 Meaning and process of ER Management 
 Acquisition and Collection Development of ERs 
 Conclusion and Recommendations
MEANING AND TYPES OF E-RESOURCES 
 ER refers to any source of information encoded 
and made available for access through the use of 
a computer (www.loc.gov). 
 The access can be remote or direct 
 Remote Access refers to the use of ERs via 
computer networks 
 Direct Access refers to the use of ER via carriers 
such as Discs,CD-ROMs, VCDs DVDs etc designed 
to be inserted into a computerized device or its 
auxiliary equipment
http://www.lib.uchicago.edu identified the 
following types of ERs: 
i. Electronic Books and Texts 
ii. Electronic Journals 
iii. Library catalogs 
iv. Reference Sources such as dictionaries, 
almanacs, encyclopedias etc 
v. Statistical Sources 
vi. Sound Recordings 
vii. Image databases such as Art, Maps, Medical etc
 Libraries can acquire the best ERs based on the 
following list of criteria; 
i. Usefulness in serving the current or future 
information needs of library users (staff and students) 
ii. Reputation of the information provider 
iii. Amount of unique information provided 
iv. Scholarly content 
v. Content is available only in digital form 
vi. No or low risk of accidental or deliberate removal 
(www.loc.gov)
AN OVERVIEW OF THE LIFE CYCLE OF E-RESOURCES 
 The lives of ERs are as complicated and 
challenging as those of human beings: ERs are 
born, and at times they also die or are 
reincarnated under a different name or in a 
different shape; they form families and the 
families may unite with other families, quarrel, or 
split up; treaties between families are signed and 
can be later discarded ( Saden and Ellingsen, 
2005)
The life cycle of an ER include the following stages: 
i. Discovery; at this initial stage the librarian is aware or 
made to be aware of a new or required ER. The 
awareness can originate from staff and/or students, 
advertisement, or a recommendation from a subject or 
sectional librarian 
ii. Trial; in many cases librarians will want to try out an ER 
before deciding whether or not to purchase a license for 
it. A trial enables the librarian to offer the ER to some or 
all users and then base a decision on their feedback 
iii. Selection; after the trial and getting the feedback from 
users, the librarian decides whether or not to acquire the 
ER
Iv Acquisition; if the librarian decides to subscribe to an ER, 
then the acquisition process similar to that of print 
resources is followed. However, additional detail is required 
such as information about the license and the availability of 
the resource to various categories of users comprising staff 
and students 
V Access; once an ER is acquired, the librarian ensures that 
the intended users have access to it. This involves server 
reliability, provision of links to sources, provision of the 
plug-in software etc 
Vii Decision to renew or cancel; an ER subscription is valid for 
a defined period of time. When the period expires, the 
librarian decides whether to renew or cancel the 
subscription
MEANING AND PROCESS OF E-RESOURCE MANAGEMENT 
(ERM) 
 ERM is the practices and software systems used by libraries 
to keep track of important information about electronic 
information resources, especially internet-based resources 
such as electronic journals, databases, and electronic books 
(http://en.wikipedia.org) 
 The development of ERM became necessary in the early 
2000s as it became clear that print materials catalogs were 
not designed to handle ER materials 
 The idea of developing ERM systems emerged in 2001-2002 
growing out of research by Tim Jewell at the University of 
Washington
 The Digital Library Federation (DLF) began work in May 
2002 to develop standards for ERM data 
 The standards were published in 2004 as Electronic 
Resource Management: Report of the DLF ERM 
Initiative 
 Apart from the DLF initiative, there other successful 
ERM systems developed like Gold Rush developed by 
the Colorado Alliance of Research Libraries, HERMS 
designed at John Hopkins University and Tri-College 
Consortium developed by a consortium of libraries in 
the U.S (Holly yu and Breivold, 2008)
 The process of ERM involves the following stages; 
i. Investigate; this involves searching for relevant and up to date 
software systems to be used in ERM 
ii. Acquire; this entails procurement and purchase of the required 
ERM software systems 
iii. Implement; this involves the application of the acquired software 
systems in ERM 
iv. Evaluate; this entails measurement of performance of the applied 
software systems in achieving ERM objectives 
v. Review; this involves making necessary adjustments in the 
application and performance of software systems to ensure 
achievement of ERM objectives 
vi. Cancel/Replace; this involves cancellation and replacement of the 
software systems that failed to achieve the pre-determined ERM 
objectives
 The ERM stages can be depicted in a graph as 
follows;
ACQUISITION AND COLLECTION DEVELOPMENT 
OF E-RESOURCES 
 Library acquisition and collection, development 
of ERs is a process of meeting the information 
needs of users in a timely and economical 
manner using internal as well as external sources 
of information (http://en.wikipedia.org) 
 Collections are developed by librarians and 
library staff by acquiring materials over a period, 
based on assessment of the information needs of 
the library’s users
 In addition to ongoing materials acquisition, library 
collection development includes the following; 
i. the creation of policies or models to guide material 
selection 
ii. replacement of worn or lost materials 
iii. removal (weeding) of materials no longer needed in 
the collection 
iv. planning for new collections or collection areas 
v. cooperative decision-making with other libraries or 
within library consortia
 Acquisition and collection development policy/model comprise the 
following stages: 
i. Goal setting in areas of meeting the information needs of users 
ii. Environmental scanning to identify areas of strengths, 
weaknesses, opportunities and threats in acquisition and use of 
ERs 
iii. Development of acquisition and collection development 
strategies putting into consideration issues of costs and time 
iv. Implementation of strategies which involves assigning specific 
tasks to staff and the required resources to accomplish the said 
tasks 
v. Evaluation of implementation of strategies which involve 
measurement of performance in achievement of the set goals 
and review of strategies for determination of further goals-this 
makes the process cyclical and continuous.
 The acquisition and collection development 
policy/model can be depicted as follows; 
 Collection Development Acquisition Model/Policy 
Goal Setting 
Environmental Scanning 
Devt of Acquisition Collection 
Strategies 
Implementation of Strategies 
Evaluation of Strategies
 There are number of sites published primarily 
by libraries or library organizations that are 
intended to aid in acquisitions and collection 
development work 
 Such sites typically publish or link to 
acquisition lists, collection development 
policies, demonstration projects, publishers, 
vendors, other libraries, and directories of 
discussion groups
 Such sites include 
 http://www.library.vanderbilt.edu/law/acqs.html 
 http://www.arl.org/collect/ 
 http://130.15.161.74/techserv/qacq.html 
 http://www.lib.unc.edu/acq/ 
 http://link.bubl.ac.uk/acqlink 
 http://www.itcompany.com/inforetriever/acqserd.htm 
 http://www.uvm.edu/~bmaclenn/backexch.html 
 http://lists.swetsblackwell.com/mailaman/listinfo/backserv 
 http://www.ala.org/Content/NavigationMenu/ALCTS/Publi 
cations6
CONCLUSION AND RECOMMENDATIONS 
Due to rapid development in ICT, there has been 
growing need for ERs in the libraries of tertiary 
institutions. In their response to the increasing 
demand for ERs by both staff and students, many 
tertiary institutions have commenced E-Library 
services. This development is posing serious 
challenges in areas of access, technical support 
and finance. To address these and similar other 
challenges related to E-library, the following are 
recommended;
i. Librarians should ensure that ERs serving the current and future 
informational needs of users are acquired from reputable providers 
ii. Librarians should ensure that the contents of ERs meet the stated ERM 
goals and needs of users 
iii. Librarians should ensure that the acquired ERs are made available 
campus wide and accessible to both staff and students 
iv. Librarians should ensure that required equipment for the use of ERs like 
computers and soft wares etc are made available in the library, 
laboratories etc 
v. Librarians should ensure that servers are functional and reliable 
vi. Librarians should ensure that registration and licenses of software are 
completed and up to date 
vii. Finally and very importantly, tetfund in liaison with chief executives of 
tertiary institutions should ensure that the required finance is available 
for librarians to achieve above and similar other recommendations to 
make E-libraries operational and functional in tertiary institutions
REFERENCES 
Holly U and Breivoid, S. (2008). Electronic Resource Management in Libraries: 
Research and Practice. New York: Hershey 
Montgomery, C.H & Sparks, J.L. (2000). The transition to an electronic journal 
collection: Managing the organizational changes. Serials Review, 26(3), 4- 
18 
Sadeh, T & Ellingsen, M. (2005). Electronic resource management systems: 
the need and realization. New Library World, Vol. 106, No 5/6 pp 2-12 
http://lib.hku.hk/ed/policies/erp.html, Retrieved October 13, 2014 
http://www.ehow.com/info_8498882_advantages-disadvantages-print, 
Retrieved October 13, 2014 
http://www.lib.uchicago.edu/e/net/types.html, Retrieved October 14, 2014 
http://en.wikipedia.org/wiki/Collection_development, Retrieved October 15, 
2014 
www.loc.gov/acq/devpol/electoronicresources.pdf, Retrieved October 15, 
2014

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Critical Analysis of E-Resource Management

  • 1. CRITICAL ANALYSIS OF E-RESOURCE MANAGEMENT LIFE CYLCLE: AN OVERVIEW OF THE LIFE CYCLE OF E-RESOURCES, NEW MODELS FOR COLLECTION, DEVELOPMENT AND ACQUISITION BY DR. MAS’UDU ADAMU KAZAUREI, mni EXECUTIVE SECRETARY NATIONAL BOARD FOR TECHNICAL E
  • 2. INTRODUCTION  The primary mandate of tertiary institutions is teaching and research  The primary goal of libraries in the institutions is to provide resources that encourage and support teaching and research (http://lib.hku.hk/ed/policies/erp:html)  Over the years, libraries largely depend on print materials comprising books, journals, periodicals etc to achieve their primary objective of facilitation of teaching and research in tertiary institutions  Though print materials have the advantages of physical presence and longevity, they equally have the disadvantages of occupying space, high cost of transportation and the attendant risks, high cost of purchase of new or updated materials etc (http://www.ehow.com/info)
  • 3.  The disadvantages of print materials and improvement in information communication technology (ICT) have brought about the use of E-RESOURCES (ERs) in the libraries of tertiary institutions (Montgomery and Sparks, 2005)  The use of ERs in the libraries is posing some challenges not encountered with the acquisitions of traditional print library materials  The challenges are in areas of access, interface, technical support, license, huge budgetary requirements etc (Sadeh and Ellingsen, 2005)  This makes a capacity building programme on E-LIBRARY (EL) for librarians of public tertiary institutions, with a theme “Acquisition and Management of E-Library” relevant, timely and imperative
  • 4.  The objective of the paper is to provide an insight into E-Resources, their Management and models or policies on their Collection, Development and Acquisition  To achieve the said objective the order of presentation in the paper will be as follows;  Meaning and types of E-Resources  An overview of the life cycle of ERs  Meaning and process of ER Management  Acquisition and Collection Development of ERs  Conclusion and Recommendations
  • 5. MEANING AND TYPES OF E-RESOURCES  ER refers to any source of information encoded and made available for access through the use of a computer (www.loc.gov).  The access can be remote or direct  Remote Access refers to the use of ERs via computer networks  Direct Access refers to the use of ER via carriers such as Discs,CD-ROMs, VCDs DVDs etc designed to be inserted into a computerized device or its auxiliary equipment
  • 6. http://www.lib.uchicago.edu identified the following types of ERs: i. Electronic Books and Texts ii. Electronic Journals iii. Library catalogs iv. Reference Sources such as dictionaries, almanacs, encyclopedias etc v. Statistical Sources vi. Sound Recordings vii. Image databases such as Art, Maps, Medical etc
  • 7.  Libraries can acquire the best ERs based on the following list of criteria; i. Usefulness in serving the current or future information needs of library users (staff and students) ii. Reputation of the information provider iii. Amount of unique information provided iv. Scholarly content v. Content is available only in digital form vi. No or low risk of accidental or deliberate removal (www.loc.gov)
  • 8. AN OVERVIEW OF THE LIFE CYCLE OF E-RESOURCES  The lives of ERs are as complicated and challenging as those of human beings: ERs are born, and at times they also die or are reincarnated under a different name or in a different shape; they form families and the families may unite with other families, quarrel, or split up; treaties between families are signed and can be later discarded ( Saden and Ellingsen, 2005)
  • 9. The life cycle of an ER include the following stages: i. Discovery; at this initial stage the librarian is aware or made to be aware of a new or required ER. The awareness can originate from staff and/or students, advertisement, or a recommendation from a subject or sectional librarian ii. Trial; in many cases librarians will want to try out an ER before deciding whether or not to purchase a license for it. A trial enables the librarian to offer the ER to some or all users and then base a decision on their feedback iii. Selection; after the trial and getting the feedback from users, the librarian decides whether or not to acquire the ER
  • 10. Iv Acquisition; if the librarian decides to subscribe to an ER, then the acquisition process similar to that of print resources is followed. However, additional detail is required such as information about the license and the availability of the resource to various categories of users comprising staff and students V Access; once an ER is acquired, the librarian ensures that the intended users have access to it. This involves server reliability, provision of links to sources, provision of the plug-in software etc Vii Decision to renew or cancel; an ER subscription is valid for a defined period of time. When the period expires, the librarian decides whether to renew or cancel the subscription
  • 11.
  • 12. MEANING AND PROCESS OF E-RESOURCE MANAGEMENT (ERM)  ERM is the practices and software systems used by libraries to keep track of important information about electronic information resources, especially internet-based resources such as electronic journals, databases, and electronic books (http://en.wikipedia.org)  The development of ERM became necessary in the early 2000s as it became clear that print materials catalogs were not designed to handle ER materials  The idea of developing ERM systems emerged in 2001-2002 growing out of research by Tim Jewell at the University of Washington
  • 13.  The Digital Library Federation (DLF) began work in May 2002 to develop standards for ERM data  The standards were published in 2004 as Electronic Resource Management: Report of the DLF ERM Initiative  Apart from the DLF initiative, there other successful ERM systems developed like Gold Rush developed by the Colorado Alliance of Research Libraries, HERMS designed at John Hopkins University and Tri-College Consortium developed by a consortium of libraries in the U.S (Holly yu and Breivold, 2008)
  • 14.  The process of ERM involves the following stages; i. Investigate; this involves searching for relevant and up to date software systems to be used in ERM ii. Acquire; this entails procurement and purchase of the required ERM software systems iii. Implement; this involves the application of the acquired software systems in ERM iv. Evaluate; this entails measurement of performance of the applied software systems in achieving ERM objectives v. Review; this involves making necessary adjustments in the application and performance of software systems to ensure achievement of ERM objectives vi. Cancel/Replace; this involves cancellation and replacement of the software systems that failed to achieve the pre-determined ERM objectives
  • 15.  The ERM stages can be depicted in a graph as follows;
  • 16. ACQUISITION AND COLLECTION DEVELOPMENT OF E-RESOURCES  Library acquisition and collection, development of ERs is a process of meeting the information needs of users in a timely and economical manner using internal as well as external sources of information (http://en.wikipedia.org)  Collections are developed by librarians and library staff by acquiring materials over a period, based on assessment of the information needs of the library’s users
  • 17.  In addition to ongoing materials acquisition, library collection development includes the following; i. the creation of policies or models to guide material selection ii. replacement of worn or lost materials iii. removal (weeding) of materials no longer needed in the collection iv. planning for new collections or collection areas v. cooperative decision-making with other libraries or within library consortia
  • 18.  Acquisition and collection development policy/model comprise the following stages: i. Goal setting in areas of meeting the information needs of users ii. Environmental scanning to identify areas of strengths, weaknesses, opportunities and threats in acquisition and use of ERs iii. Development of acquisition and collection development strategies putting into consideration issues of costs and time iv. Implementation of strategies which involves assigning specific tasks to staff and the required resources to accomplish the said tasks v. Evaluation of implementation of strategies which involve measurement of performance in achievement of the set goals and review of strategies for determination of further goals-this makes the process cyclical and continuous.
  • 19.  The acquisition and collection development policy/model can be depicted as follows;  Collection Development Acquisition Model/Policy Goal Setting Environmental Scanning Devt of Acquisition Collection Strategies Implementation of Strategies Evaluation of Strategies
  • 20.  There are number of sites published primarily by libraries or library organizations that are intended to aid in acquisitions and collection development work  Such sites typically publish or link to acquisition lists, collection development policies, demonstration projects, publishers, vendors, other libraries, and directories of discussion groups
  • 21.  Such sites include  http://www.library.vanderbilt.edu/law/acqs.html  http://www.arl.org/collect/  http://130.15.161.74/techserv/qacq.html  http://www.lib.unc.edu/acq/  http://link.bubl.ac.uk/acqlink  http://www.itcompany.com/inforetriever/acqserd.htm  http://www.uvm.edu/~bmaclenn/backexch.html  http://lists.swetsblackwell.com/mailaman/listinfo/backserv  http://www.ala.org/Content/NavigationMenu/ALCTS/Publi cations6
  • 22. CONCLUSION AND RECOMMENDATIONS Due to rapid development in ICT, there has been growing need for ERs in the libraries of tertiary institutions. In their response to the increasing demand for ERs by both staff and students, many tertiary institutions have commenced E-Library services. This development is posing serious challenges in areas of access, technical support and finance. To address these and similar other challenges related to E-library, the following are recommended;
  • 23. i. Librarians should ensure that ERs serving the current and future informational needs of users are acquired from reputable providers ii. Librarians should ensure that the contents of ERs meet the stated ERM goals and needs of users iii. Librarians should ensure that the acquired ERs are made available campus wide and accessible to both staff and students iv. Librarians should ensure that required equipment for the use of ERs like computers and soft wares etc are made available in the library, laboratories etc v. Librarians should ensure that servers are functional and reliable vi. Librarians should ensure that registration and licenses of software are completed and up to date vii. Finally and very importantly, tetfund in liaison with chief executives of tertiary institutions should ensure that the required finance is available for librarians to achieve above and similar other recommendations to make E-libraries operational and functional in tertiary institutions
  • 24. REFERENCES Holly U and Breivoid, S. (2008). Electronic Resource Management in Libraries: Research and Practice. New York: Hershey Montgomery, C.H & Sparks, J.L. (2000). The transition to an electronic journal collection: Managing the organizational changes. Serials Review, 26(3), 4- 18 Sadeh, T & Ellingsen, M. (2005). Electronic resource management systems: the need and realization. New Library World, Vol. 106, No 5/6 pp 2-12 http://lib.hku.hk/ed/policies/erp.html, Retrieved October 13, 2014 http://www.ehow.com/info_8498882_advantages-disadvantages-print, Retrieved October 13, 2014 http://www.lib.uchicago.edu/e/net/types.html, Retrieved October 14, 2014 http://en.wikipedia.org/wiki/Collection_development, Retrieved October 15, 2014 www.loc.gov/acq/devpol/electoronicresources.pdf, Retrieved October 15, 2014