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Managing Access to Online Resources

Glossary of Technical Services Terms

2023 Library Systems Report. The advance of open systems By Marshall Breeding - American Libraries - 1 May 2023

What are the larger implications of Ex Libris buying Innovative - Ithakas+R - 5 December 2019

Content Platform Migrations Cause Headaches. Can We Avoid Some of the Pain? - The Scholarly Kitchen - 4 March 2019

The Library website - hosted by SpringShare  Clients link from the website to subscribed resources via EZproxy.  From within the WA Health network they are recognised by the IP address they have connected from, and externally they authenticate against the WA Health identity management system (HE numbers, network password).

SFX OpenURL Resolver - Ex Libris   With SFX, a user who is interested in a specific citation found in a database or discovery system, can: see immediately whether the item is available electronically and if so, link directly to the full text;  find out about availability in other formats and then order a copy.  Senior librarians update the Library's holdings in SFX.

Content Platform Migrations - NISO Recommended Practice  22 November 2021.  Achieving a smooth platform migration requires effort from multiple parties. There are typically four major stakeholder groups involved when a publisher moves content from one hosting platform to another.   The Publisher. Content Platform Vendors.  The Library and Library Consortia.  Library Solutions Providers.

Transfer Alerting Service   "The NISO Transfer Code of Practice sets out best practices for scholarly publishers to ensure that journal transfers between parties occur with minimum disruption and that the content remains accessible. The Transfer Alerting Service (TAS) has been designed to facilitate communication of journal transfers and is hosted by the International ISSN Centre."

Ovid Discovery - The Wolters Kluwer discovery platform is used to integrate  search across multiple sources in a single search.  For example, the search will run across BMJ Best Practice, JBI, UpToDate, the TRIP Database, Cochrane, the Library's catalogue and various other SFX targets.

EZproxy - OCLC - HSS supported server maintained technically by HSS and in resources configuration by Senior Librarians  "EZproxy works as an intermediary between your users and the databases they are trying to access. It confirms that your users are authorized to access your database subscriptions and delivers the e-content to them. When a user searches your institution's resources and finds e-content they would like to access, EZproxy authenticates their identity, then passes their request on to the content provider with EZproxy's IP address attached instead of the user's. The content provider then finds the EZproxy IP address as a match in its list of registered IP addresses for your institution, and passes the content back to your EZproxy server (the place where the content provider believes the request originated). EZproxy then delivers the content to the user."  OCLC

Each Library service in WA Health has a separate instance of EZproxy and affixes a proxy prefix to online resource URL links.  Health Support Services (HSS) edits the IT profile of staff to assign them to an EZproxy group that reflects their employment - that is some staff may be in more than one group if they have employment contracts with (for example) SMHS and NMHS.  (EMHS and SMHS are in a single group.)

The unique Library IP address that is carried through to the publisher sites authorises access and is also used by publishers to record and report usage statistics library by library.

EZproxy

Identity management. EZproxy works with the WA Health standard identity management system (network ID and password).  EZproxy has a record of the IP ranges of PCs within EMHS and SMHS sites and controls access from within the network to authorised sites.  A click on a proxied link that comes from outside the WA Health network (including from a mobile device) will generate a demand from the WA Health identity management system to login with standard network credentials (as for Webmail).  The identity management system includes group settings recognised by EZproxy that limits access to those employed by EMHS and SMHS sites. The Libraries do not maintain a separate identity management system.

Developments:  What Will You Do When They Come for Your Proxy Server? - The Scholarly Kitchen - 16 Jan 2018   &   RA21: Resource Access for the 21st Century

Library online forms site - hosted by Prosentient

Cybersecurity for librariesScholarly Networks Security Initiative (SNSI)

The Library Management System (LMS) used by the Library is Sierra from Innovative - iii..  The WA Health libraries have shared an LMS since the mid 1980s.  The LMS provides the online catalogue and systems for circulation (loans) and other modules.  The WA Health Sierra LMS is hosted by the State Library of WA,  The catalogue records for each WA Health Library are 'scoped' to allow search across local holdings or all WA Health holdings, or for the State Library itself. The contract with the State Library for management of the system on behalf of the WA Health Libraries is managed from the Department of Health Senior Librarian.

Records are uploaded from Sierra to the National Library's Trove national catalogue. Records for journals and ebooks that are maintained in SFX are uploaded from there to Sierra.

Sierra is the latest platform used by the WA Health libraries.  The origins were in the mid 1980s with Dobis/Libis, a mainframe system from Dortmund (Germany) and Leuven (Belgium), BookPlus (not a success), Amicus, Millennium (also an iii product) and finally Sierra.

What Are the Larger Implications of Ex Libris Buying Innovative? - Ithaka S+R - 5 December 2019

The Library also subscribes to BrowZine - an alternative interface to ejournals. It has mobile, desktop and table functionality with synchronization between devices.  Library clients track favorite journals and get alerts as new issues are published and can download and file articles to a bookshelf.

Usage Data from Online Resources

COUNTER = Counting Online Usage of Networked Electronic Resources

SUSHI = Standardized Usage Statistics Harvesting Initiative

Usage is tracked through COUNTER compliant reports that may be automatically harvested using the SUSHI Protocol  To mid 2020 the reports were analysed in a RedLink library dashboard. Unfortunately Atypon who took RedLink over have discontinued development and are in the process of handing over source code to other developers.  UStat from ExLibris has also been used for this purpose but it is not compliant with COUNTER 5 and is of declining use.  Ex Libris now integrates that functionality into Alma. Other possible alternatives include:  SpringShare's LibInsight;  celusplusROAM plus; or it's overall product Consortia Manager.

Usage reports are routinely checked for all renewals.  EMHS / SMHS Usage for resources bought state-wide is under-represented in the RedLink dashboard because it is possible to access many of them without passing through 'proxied' Library links.

Value delivered from online access is not simply judged by cost per use.  Other factors are considered such as availability via document delivery and the avoidance of having to provide articles via expensive and time-consuming document delivery options from libraries or publishers.

What is all this fuss about? Is wrong metadata really bad for libraries and their end-users? - UKSG Insights - 24 October 2018

Pricing Projections, Factors and Trends

 

Ebsco Serials Price Projections 2023     and      Ebsco Five Year Journal Price Increase History (2018 - 2022)      Media release

Are we there yet? Periodicals Price Survey 2022. Two years into the pandemic, only flat budgets and price increases seem predictable. - Library Journal - 14 April 2022

STM Global Brief 2021 – Economics & Market Size - 19 October 2021

 

Deal or no deal. Periodicals Price Survey 2019 - Library Journal - 4 April 2019

WA TI 826 Managing Foreign Exchange Risk  [Treasurer’s instruction 826]
 "There has been a revision to TI 826, which requires agencies to ensure that any agreements or arrangements that carry a foreign exchange risk are considered and appropriately managed. Agencies are now required to seek and obtain advice from the Western Australian Treasury Corporation (WATC) and, if appropriate, engage WATC to manage the foreign exchange risk for those agreements or arrangements that exceed a new minimum threshold identified in the TI (except where any written law applicable to the agency permits otherwise)."

STM The Global Voice of Scholarly Publishing

The STM Report. An overview of scientific and scholarly publishing 1968 - 2018 – Celebrating the 50th anniversary of STM - 9 October 2018
...Media release. STM launches 50th anniversary edition of STM Report - The International Association for Scientific, Technical and Medical Publishers (STM)

The Future of Open Access Business Models:  APCs Are Not the Only Way - The Scholarly Kitchen - 23 October 2019

"How do we get ready?  [for open access - NHS Library & Knowledge Services - October 2019]

"In order to transition to open access, ‘transformative agreements’ need to be in place – a contract between libraries and publishers providing a shift between the traditional subscription model and open access publishing.  

We are liaising with Information Power Ltd who have been commissioned by the Wellcome to deliver on Plan S, to identify how we can gain traction with transformative agreements for the NHS. 

During their project, Information Power identified a specific challenge that will hinder the ability of some health journals to make a full transition to open access unless it is addressed, that being that journals with a high proportion of authors based in clinical settings (i.e the NHS) will struggle to successfully transition because these authors will not have access to funding for Article Processing Charges, they will not be covered by university transformative agreements, and nor is it a widespread practice for clinicians to share full-text via repositories."

Research organisation releases publishing costs to highlight challenge of going to full open access - Science Business - 24 October 2019
...The publishing costs at EMBO - 24 October 2019

Transparency: What Can One Learn from a Trove of Invoices? - The Scholarly Kitchen - 7 November 2019

Consortia Issues

Libraries often work in consortium arrangements in order to maximise value from procurement.  Consortia may be ad hoc and informal or more formally constituted and managed.  Consortia may employ systems to support management - for example Consortia Manager, with their associated Electronic Resource Management (ERM) product ROAM Plus or CELUS PLUS.

Victorian Health Libraries Consortium

CAULContent Procurement Services for the CAUL Consortium [Council of Australian University Librarians]

Knowledge for Healthcare - Resource Discovery [NHS] 

National and State Libraries Australasia eResources Consortium

Jisc UK

International Coalition of Library Consortia

NHS (Finch) Pilot 2014-15 Public Report