I talked to a colleague about this on Friday afternoon. I’m hoping the impending blizzard in the Northeast won’t delay the decision, but one never knows.

 

Remind me again, do we know of a time commitment on this?

 

Kim

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kristin Martin
Sent: Monday, March 13, 2017 3:28 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

Eric, you are awesome!

 

I’m hoping we’ll have finalized our list by the end of this week.

Kristin

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Hartnett, Eric J
Sent: Monday, March 13, 2017 1:52 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

I haven’t seen that anyone’s volunteered yet so I can be the convener for this task group.


Thanks,

Eric

 

 

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kim Maxwell
Sent: Wednesday, March 08, 2017 5:00 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

I agree – separate task group, as Kristin described.

 

Kim

 

Kim Maxwell

Eresources Management Librarian

MIT Libraries | Cambridge | MA

+1-617-253-7028

kmaxwell@mit.edu

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Virginia Martin
Sent: Wednesday, March 08, 2017 1:01 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

Yes, I like the idea of making this a task group of the RM SIG that brings in selectors to addresses specific workflows and issues relating to selecting rather than it being a separate, independent SIG.


Virginia

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kristin Martin
Sent: Wednesday, March 8, 2017 12:30 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

One thing that is occurring to me with this SIG is that we can frame it as a time-limited, narrow scope to look at the Selection process of resource acquisition. In some ways, we could view it as a separate task group from the main RM SIG where we call in individuals who may be more along the lines of the bibliographer/selector for the library and not working directly in acquisitions. For example, I do not correspond directly with faculty regarding their research needs, nor am I searching out resources to fill a gap or new area in the collection, the way many selectors do. This SIG could bring in that expertise. But I don’t see those types of people being interested in dealing with troubleshooting, license management, journal transfers, etc., that typically happen after the resource is identified and selected.

 

Kristin

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Virginia Martin
Sent: Wednesday, March 08, 2017 11:21 AM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

Just my two cents - I’m not sure it makes sense to have a separate Resource Selection SIG apart from Resource Management because the functions are so intertwined. Conceivably, in one library almost the entire acquisitions process could be done under “Resource Selection” and at another it could be done under “Resource Management.” I’m having trouble understanding where the work of a Resource Selection group would end and where Resource Management would pick up. If we do move forward, there will need to be a clear understanding of that boundary in order to prevent duplication of effort.

 

Virginia

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kristin Martin
Sent: Wednesday, March 8, 2017 8:17 AM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: Dracine Hodges <dracine.hodges@duke.edu>
Subject: [folio-rm-t] RE: Resource Selection SIG

 

Thanks for the comments, Ann-Marie. I’ve added your name to the list. I did update the document to reflect Kim comments. I think the line between selecting and acquisitions no only varies widely between different libraries, but even between different selectors at the same library. Some selectors like to do all of their own research when it comes to options; others leave that work up to acquisitions.

 

As for reporting, I believe that there is some thought of having a separate SIG to cover the reporting mechanism in general (I can certainly see that as a separate app), although I think functional groups should consider their reporting needs. I feel like the below ideas for reporting may still fall more under Resource Management versus selection, since they strike me as being part of financial management.

 

Kristin

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Ann-Marie Breaux
Sent: Tuesday, March 07, 2017 11:47 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: dracine.hodges@duke.edu
Subject: [folio-rm-t] RE: Resource Selection SIG

 

Hi Kristin,

 

I’m having trouble editing the doc, so here’s a couple comments in e-mail.

 

·         Definitely important to capture the idea of faculty requests, course reserve requirements, and user requests, in addition to more traditional library selectors.

 

·         That line between selecting and acquisitions (if there is one) can vary pretty widely from library to library. In some, all the purchase requests flow straight to acquisitions, with only a few (high price, ongoing financial commitments) being vetted before ordering. In others, library selectors not only pick the resources they want, but also the platform and user model, the funds, maybe even the vendor. Acquisitions becomes mainly data entry and financial management. In others, selectors say what they want, and acquisitions sorts out all the fund/vendor/location details after that. Whatever gets built for FOLIO will need to be flexible in that regard.

 

·         One other portion would be the reporting and accountability that relates to selection, e.g.  

o   helping selectors know what portion of their funds are expended/committed/still available

o   reports broken out by funding/subjects/formats/etc.

o   donor/grant/endowment-related reporting requirements

o   resource-related accreditation reporting requirements

 

·         And that may lead into some sort of assistance for library selectors who manage relationships with others outside the library

o   Departments/colleges, some of whom may have a key library coordinator within the faculty

o   Grant and research programs

o   New faculty and their research interests, and how that impacts library collection development policies/decision-making

 

·         And finally, I’m interested in being involved.

 

Thanks,

A-M

 

Ann-Marie Breaux

Vice President, Workflow Services Product Management

EBSCO Information Services

abreaux@ebsco.com

Phone: +1-678-445-5720

Mobile: +1-678-427-4875

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kristin Martin
Sent: Tuesday, March 07, 2017 1:04 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Cc: 'Dracine Hodges' <dracine.hodges@duke.edu>
Subject: [folio-rm-t] Resource Selection SIG

 

Hi folks,

 

At last week’s meeting, I said I would draft up a SIG proposal for a Selection SIG, which I have done: https://docs.google.com/document/d/1QJ_ysHijoQESdvD6eyzTpihm8aSW0CBayIykmfdFP6U/edit

 

I’m trying to keep the scope focused on the selection part, but there is obviously an overlap with acquisitions. I want to share this description and place the idea of the SIG on the agenda for the Product Council meeting on Thursday. Could you please review by Thursday morning and add any comments regarding the proposal to the document? Also, if you know you want to be on this SIG, or you know someone else who you think wants to be one this SIG, please add names as interested participants.

 

Thanks,

 

Kristin

 

Kristin E. Martin

Electronic Resources Management Librarian

The University of Chicago Library

1100 E. 57th Street - JRL 170

Chicago, IL 60637

773-834-2702

kmarti@uchicago.edu

 

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