1. Breaking Up Is Hard to Do Carolyn DeLuca Electronic Resources Librarian University of St. Thomas Libraries (MN) Dani Roach Head of Serials & Electronic Resource Acquisitions University of St. Thomas Libraries (MN) 2013 ER&L Conference

2. University of St. Thomas (Minnesota) O Largest private, liberal arts higher ed institution in Minnesota O Approximately 9,000 FTE (70.3% undergrad) O Two campuses (Minneapolis and Saint Paul) O 4 libraries (Law Library is separate) O $1.96 million annual materials budget Who we are

3. Agenda O Background O Break down break ups O Players O Types O Tools O Aftermath O Tips and takeaways O Q & A

4. Why this topic?

5. What’s missing

6. Courtship styles O Friends first O Arranged marriage O Long engagement

7. Breaking down the break up O Who O What O Why O Where O When

8. Trouble in paradise http://cheerfulmonk.com/2010/02/15/we-need-to-talk-really/

9. Who broke it off? O Internal players: O Liaison O ERMS staff O External players: O Publisher O Provider O Broker O Consortium O Vendor

10. What happened here? O Cancelled, ceased, or migrated O Affected in the fallout: O Status O Holdings O Platform O Product O Provider

11. Why? Why? Why? O In our control: O User preferences O Budget decisions O Outside our control: O Company merger O Publisher changes O Platform migration O Available through free web

12. Cancelled Examples in our control: O Low use/high cost O Redundant O No longer supports curriculum O Management decisions Annulled

13. Cancelled Examples outside our control: O State/consortial contracts change O Terms of access change O Non-library money source dries up O ERMS/KB change Divorced

14. Ceased O How it dies may matter O Needs immediate attention O Advanced planning O E-journal titles change, cease, and publishers fold Happy Widows

15. Migrated O Examples in our control: O CSA to APA O Examples outside our control: O CSA to ProQuest O Wilson to EBSCO O NetLibrary to EBSCO eBooks

16. Migrated O E-Journal Publisher changes: O Association to publisher O Publisher to publisher O E-Journal platform changes: O Hosted to publisher O Publisher to hosted O Out of (and sometimes back to) aggregators

17. Where? O From where does the resource need to be removed? O Where do you communicate that?

18. Where? O Catalog O ERM O Course management O Files

19. O Subject Guides O Website O Refworks Where?

20. O Proxy config O Local tools O Customized holdings O Archives

21. Tracking tools

22. Vendor’s role

23. Break up tips From the vendor’s perspective: O Know who signed the license O Confirm post-cancellation rights O Do not count on a refund O Plan cancellations and migrations well in advance of renewal O Know what you want; if replacing a product do your research

24. Publisher/Content providers

25. Break up considerations From the publisher/content provider’s perspective: O Ownership transfers O Licensing O Grace periods O Overlap periods O Personal relationships

26. When? O After warning in advance O Immediately O End of semester O After probation O Bitter end (at expiration or death)

27. What’s left? O If cancelled O If deleting or weeding O If migrating

28. The ending

29. Thanks to… O Emery, Jill, and Graham Stone. "TERMS: Techniques for electronic resource management.“ Web. http://6terms.tumblr.comhttp://6terms.tumblr.com O Jewell, T. D., et al. "Electronic Resource Management. The Report of the DLF Initiative." 2004. Web. http://diglib.org/pubs/dlf102/http://diglib.org/pubs/dlf102/ O Holloway, Trina. “Cancellation workflow.” E-Resources Management Handbook. Ed. By Graham Stone. Oxon: UKSG, 2010. Web. http://uksg.metapress.com/content/w109um4113147240/?p=d aa85037cbb24e108042c716fc5a6a27&pi=4 http://uksg.metapress.com/content/w109um4113147240/?p=d aa85037cbb24e108042c716fc5a6a27&pi=4 O Crosetto, Alice. “Weeding E-books.” No Shelf Required 2. Ed. By Sue Polanka. Chicago: American Library Association, 2012. Print. O Weir, Ryan O. Managing Electronic Resources: A LITA Guide. Chicago: ALA TECHSOURCE, 2011. Print. Special thanks to our colleague, Kari Petryszyn!

30. Links to our tools: http://libguides.stthomas.edu/content.php?pid=441445 http://libguides.stthomas.edu/content.php?pid=441445 O Copy of this presentation O All purpose checklist for a journal O Cancellation checklist for a database O ERM roles at UST Carolyn DeLuca cjdeluca@stthomas.edu cjdeluca@stthomas.edu Dani Roach dlroach@stthomas.edu dlroach@stthomas.edu Parting shots