1. E-Resource Management at Harvard Harvard Library –Administration –Access Services –Information & Technical Services Acquisitions Metadata Creation Metadata Management E-Resources & Serials –Preservation & Digital Imaging –Harvard University Archives –Library Technology Services –Office for Scholarly Communications (OSC) E-Resources & Serials 1.Serials Cataloging Unit 2.Serials Acquisitions and Management Unit (625) 3.Continuing Resources & Acquisitions at Law Library 4.E-Resources Unit 8 staff: https://wiki.harvard.edu/con fluence/x/7QxRAw https://wiki.harvard.edu/con fluence/x/7QxRAw

2. E-Resource Standards NISO standards/RPs Usage statistics: COUNTER (Counting Online Usage of Networked Electronic Resources) SUSHI (Standardized Usage Statistics Harvesting Initiative) Linking/Knowledgebases: OpenURL DOI (Digital Object Identifier) Licensing: Shared E-Resource Understanding (SERU) DLF/ERMI, ERMI2, (Digital Library Federation’s Electronic Resource Management Initiative); ERM Data Standards & Best Practices Review http://sfx.hul.harvard.edu/hvd?ctx_ver=Z39.88-2004&ctx_enc=info:ofi/enc:UTF-8&ctx_tim=2016- 05-25T13%3A13%3A16IST&url_ver=Z39.88- 2004&url_ctx_fmt=infofi/fmt:kev:mtx:ctx&rfr_id=info:sid/primo.exlibrisgroup.com:primo3-Article- sciversesciencedirect_elsevier&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.genre=article&rft.atitl e=A%20truncated%20conical%20beam%20model%20for%20analysis%20of%20the%20vibratio n%20of%20rat%20whiskers&rft.jtitle=Journal%20of%20Biomechanics&rft.btitle=&rft.aulast=Yan &rft.auinit=&rft.auinit1=&rft.auinitm=&rft.ausuffix=&rft.au=Yan,%20Wenyi&rft.aucorp=&rft.date=2 0130809&rft.volume=46&rft.issue=12&rft.part=&rft.quarter=&rft.ssn=&rft.spage=1987&rft.epage =1995&rft.pages=1987-1995&rft.artnum=&rft.issn=0021- 9290&rft.eissn=&rft.isbn=&rft.sici=&rft.coden=&rft_id=info:doi/10.1016/j.jbiomech.2013.06.015&r ft.object_id=&svc_val_fmt=info:ofi/fmt:kev:mtx:sch_svc&svc.fulltext=yes&rft_dat=%3Csciverses ciencedirect_elsevier%3ES0021-9290(13)00279- 0%3C/sciversesciencedirect_elsevier%3E%3Cgrp_id%3E- 2455592229495327770%3C/grp_id%3E%3Coa%3E%3C/oa%3E&rft.eisbn=&rft_id=info:oai/

3. Communication/Negotiation Does the vendor provide COUNTER compliant usage statistics?COUNTER compliant Does the vendor support ODI's recommended practice for discovery services?ODI's recommended practice If MARC records are part of the purchase, does the vendor accept Harvard’s Open Metadata Policy?Open Metadata Policy Does the resource use an up-to-date version of the OpenURL standard? Is it available via SFX?OpenURL standard

4. COUNTER, for example one title, multiple platforms

5. COUNTER, for example multiple platforms compared

6. Harvard Library & Libraries Supporting Harvard-wide e-resources, and consulting on locally licensed e-resources Work primarily with 11 faculty library systems –Faculty of Arts & Sciences (HCL) –Business (Baker) -Design (Loeb) -Divinity (Andover) -Education (Gutman) -Government (Kennedy) -Law (Law School) -Medical / Dental / Public Health -Radcliffe Institute

7. Licensing Negotiation Why does a library license? Access versus ownership Protection of its users, uses, and access to licensed content Effective negotiation: three steps 1. Licensing needs assessment + best alternatives to a negotiated agreement: “BATNA” 2. Publisher’s license on offer + negotiator’s revision 3. Negotiation of final license

8. Licensing Negotiation Enforcement Issues Licensor Performance Obligations Quality of service Withdrawal of licensed content Licensee Performance Obligations Breaches and cure activities Termination (early)

9. Licensing Negotiation Library Negotiation: Alternatives Consortial Licenses http://nerl.org SERU Shared E-Resource Understanding

11. Licensing Negotiation E-Resources Unit wiki page on licensing https://wiki.harvard.edu/confluence/x/v4PiBg Checklist of topics and documents for use when negotiating licenses

12. Questions? Making Good on the Promise of ERM: A Standards and Best Practices Discussion Paper (2012) http://www.niso.org/apps/group_public/document.php?docum ent_id=7946&wg_abbrev=ermreview http://www.niso.org/apps/group_public/document.php?docum ent_id=7946&wg_abbrev=ermreview Lauren Syer, lsyer@fas.harvard.edulsyer@fas.harvard.edu Noelle Ryan, noelle_ryan@harvard.edunoelle_ryan@harvard.edu