Untitled Document

Instructor: Selden Durgom Lamoureux
Office: 309A Davis Library
Phone: 962-1067
Email: lamours@email.unc.edu
Office Hours: My schedule is highly variable so I encourage you to arrange an appointment by phone or email

Syllabus

Managing Serials in an Electronic Environment

I have designed this course as a lecture series in current issues in serials. It is with a great deal of gratitude that I acknowledge the willingness of so many serials experts to share their time and expertise with the class.

The class will cover a wide range of serials issues. The focus will be on academic libraries, however, I will incorporate information on special and public libraries as well as school media centers if there are class members with special interests. There will also be an emphasis on electronic resources, as these issues now dominate the international serials discussion.

Class structure: On most days, the guest lecturer will lecture for the first hour. This will be followed by questions from the class, followed by a break, followed by discussions of the reading and a brief preview of the next week’s topic.

Schedule

Managing Serials in an Electronic Environment

Note: This tentative schedule lists topics, readings, and assignments for the course. At the beginning of the term, details are given for only the first few classes. Information for other classes will be added as I discuss appropriate readings with guest lecturers.

All readings are either on the Web, or are on reserve in the PAM box in the SILS Information and Technology Resource Center on the first floor of Manning Hall. (Please let me know if there are not enough copies in the PAM box.)

January 14	Selden Durgom Lamoureux	Introduction
January 21	Marcia Tuttle	The way we were …Fullfillment houses, pricing news, and things as they used to be. readings
January 28	Selden	Things as they are ... Moving from Copyright Law to Contract Law. Licensing electronic resources. readings
February 4	Paolo Mangiafico (Duke)	Issues in Serials Preservation Leased rather than owned; virtual rather than physical -- how to ensure continuing access. readings Short Assignment due
February 11	Merrill Smith (EBSCO)	Serials from a Vendor Perspective readings Short Assignment due (turn in journal - ungraded)
February 18	Christie Degener (HSL)	Cataloging Serials readings
February 25	Frieda Rosenberg (Davis Library)	Serials Standards and Serials Control This class will consider CONSER as the upholder of the cataloging standard, discuss integration of control modules in ILS, and talk in general about predictive systems readings Short Assignment due
March 3	Robert Dalton (Davis Library)	Serials in Reference: issues and common concerns readings Assignment due (Midterm Journal)
March 10	NO CLASS	SPRING RECESS
March 17	Geneva Holliday (Davis Library)	ILL: The role of serials Interlibrary Lending and other library services readings
March 24	Janet Flowers (Davis Library)	Workflow Changes and Organizational Issues readings
March 31	Kim Armstrong (TRLN)	The Role of Consortia readings
April 7	Greg Raschke (NC State)	Collection Develpment Issues for Serialists readings Assignment Due (Paper)
April 14	Mike Phillips (Wiley)	Serials from the Publishers Viewpoint: Then and Now readings
April 21	Selden	Counting: User statistics; ARL stats -- what they mean, what they don't mean, what their impact is and how they're used readings Assignment Due (Final Journal)
TBA	FINAL EXAM	There will be no final exam, but there will be a field trip to visit the journal operations of Oxford Univeristy Press in Cary. Date to be arranged.

On Reserve in SILS library:
Z692.S5 T88 1996
Marcia Tuttle, ed., Managing Serials (Greenwich CT: JAI Press, Inc., 1996).

Marcia Tuttle, "The Nature of Serials." in Managing Serials (Greenwich CT: JAI Press, Inc., 1996), 1-14.

Marcia Tuttle, "Thirty Years of Serials Automation: a Personal View," Serials Review 27, no.3/4, (2002): 79-92.

Marcia Tuttle, "Magazine Fulfillment Centers: What They Are, How They Operate, and What We Can Do About Them," Library Acquisitions: Practice and Theory 9 (1985): 41-49.

January 28th: Things as they are ... Moving from Copyright Law to Contract Law

Trisha Davis, "License Agreements in Lieu of Copyright: Are We Signing Away Our Rights?" Library Acquisitions: Practice & Theory v.21 no.1 (Spring 1997) pp 19-27. [Also available online. See Library Acquisitions: Practice & Theory entry on EJ page.]

John Cox, "Model Generic Licenses: Cooperationa and Competition." Serials Review v.26 no.1 (2000) pp 3-9. [Also available online. See Serials Review entry on EJ page.]

Ellen Finnie Duranceau (ed.), "Electronic Journal Forum: Using a Standard License for Individual Electronioc Journal Purchases." Serials Review v.29 no.4 (2003) pp 302-304. [Also available online.]

http://www.library.yale.edu/~llicense/index.shtml (Please take a look around the Yale licenseing site. It's one of the most useful licensing resources available.)

Marcia Tuttle, "Preserving Library Serials," in Managing Serials (Greenwich CT: JAI Press, Inc., 1996), 255-275.

Paul Conway, "The Relevance of Preservation in a Digital World." Technical Leaflet: Reformatting Section 5, Leaflet 5, (Andover MA: Northeast Document Conservation Center, 1999), http://www.nedcc.org/plam3/tleaf55.htm

Abby Smith, "New-Model Scholarship: How Will It Survive?" CLIR, March 2003 http://www.clir.org/pubs/reports/pub114/contents.html

"Permanent Publishing: Local Control of Content Delivered Via the Web." [LOCKSS: Lots of Copies Keep Stuff Safe], (Stanford CA: Stanford University, 2001), http://lockss.stanford.edu/projectdescbrief.htm

Supplemental Reading (if you're interested in other Mellon Funded projects):
"The Andrew W. Mellon Foundation's e-Journal Archiving Program," Digital Library Federation (Council on Library and Information Resources, 2001), http://www.diglib.org/preserve/ejp.htm

Marcia Tuttle, "Subscription Agents and Other Serials Suppliers," in Managing Serials (Greenwich CT: JAI Press, Inc., 1996), 101-128.

Carol Ebbinghouse, "Protecting Yourself Against "Rogue" Vendors:" Beyond "Divine" Guidance." Searcher v.11 no.1 (September 2003) pp 21-24. [Also available online. In InfoTrac and Academic Search Elite. Can link through LISAnet]

Dan Tonkery, "Rethinking the Role of the Subscription Agent in the Transition from Print to Digital Collections." Publishing Research Quarterly v.18 no.4 (2004) pp 35-42. [Also available online. In ingenta and Academic Search Elite. Can link through LISAnet]

Marcia Tuttle, "Cataloging Serials," in Managing Serials (Greenwich CT: JAI Press, Inc., 1996), 195-234.

CONSER Cataloging Manual, Preface (Washington D.C.: Library of Congress, 2003) pp 1-2.

Supplemental Reading: Christie T. Degener and Marjory A. Waite, "Fools Rush In ... Thoughts about, and a Model for, Measuring Electronic Journal Collections." Serials Review v.26 no.4 (October-December 2000) pp. 3-11. [Also available online.]

NISO homepage: http://www.niso.org --- Please set aside 30 minutes to explore this site and become familiar with the kind of information it contains. Follow out a few trails. (record reaction in journals).

Marian Shemberg, "The Role of the ISSN in the Electronic Linking Environment." Serials Review v.29 no.2 (Summer 2003) pp. 89-96. [Also available online.]

Regina Romano Reynolds and Francois Pelle, "Comments on "The Role of the ISSN in the Electronic Linking Environment." Serials Review v.29 no.2 (Summer 2003) pp.97-99. [Also available online.]

Sally Brown, "Assignment of International Standard Serial Numbers (ISSNs) to Online Resources: A Research Project." Serials v.16 no.3 (November 2003).

Carol Tenopir and Lisa A. Ennis, "Reference Services in the New Millennium." Online v.25 no.4 (July/August 2001) pp. 40-45 [Also available online.]

Shawn V. Lombardo and Kristine S. Condic, "Convenience or Content: a Study of Undergraduate Periodical Use." Reference Services Review v.29 no.4 (2001) pp. 327-337. [Also available online.]

Donald W. King, et al. "Patterns of Journal Use by Faculty at Three Diverse Universities." D-Lib Magazine v.9 no.10 (October 2003). [Also available at: http://www.dlib.org/dlib/october03/king/10king.html]

March 17^th: ILL: the role of serials in Interlibrary Lending and other Library Services

Robert Campbell, "Document Delivery and Journal Publishers: The Looming End of ILL-ness?" Logos v.14 no.1 (2003) pp.16-19. [Also available online. I had some trouble getting to it, but it is in Wilson's Library Lit]

Maurice B. Line, et al. "The Future of Interlibrary Loan and Document Supply: Views and Comments." Interlending & Document Supply v.30 no.2 (2002) pp. 60-65. [Also available online.]

Lynn Wiley, "License to Deny." Presented at the 8th Interlending and Document Supply International Conference, Canberra, Australia, October 28-31, 2003 [Also available online: http://www.nla.gov.au/ilds/abstracts/licensetodeny.htm ]

Karen Hunter, "Electronic ILL and Document Delivery: A Publisher's View." Journal of Access Services v.1 no.1 (2002) pp.179-190. [Available in SILS PAM Box.]

Supplemental Reading (if you're interested in getting a better picture of how ILL works):

L.A. Hilyer, "Interlibrary Loan and Document Delivery in the Larger Academic Library: A Guide for University, Research, and Larger Public Libraries [Special issue]." Journal of Interlibrary Loan, Document Delivery & Information Supply v.13 no.1/2 (2002) pp. XV-XIX, 1-128 [Available in SILS]

Basic ILL How To's: Created in April 2001, the DDILL (Document Delivery and Interlibrary Loan) Services Guile was designed to aid interlibrary loan and document delivery staff in all types of libraries. Note that it is still under construction. Available online at: http://www.ddill.org/basic.html

Larry Alford, "The impact of digital resources on organization and management of collection development and acquisitions." Presented at the 66th IFLA Council and General Conference, Jerusalem, Israel, August 13-18, 2000. Available online at: http://www.ifla.org/IV/ifla66/papers/168-180e.htm

Xiaoyin Zhang, "Notes on operations: combining traditional journal check-in and claiming activities with electronic journal intitation and maintenance activities." Library Resources & Technical Services v.47 no.4 (October 2003) p 208 [-217]. [Also available online through InfoTrac]

Lynn Silipigni Connaway and Stephen R. Lawrence, "A comparison of the functions and processes associated with identifying, selecting, acquiring, and organizing paper books and electronic books." Presented at the 11th ACRL National Conference, Charlotte, NC, April 10-13, 2003. Available online at: http://www.ala.org/ala/acrl/acrlevents/nationalconference/03authorindex.htm

Patricia Buck Dominguez and Luke Swindler, "Cooperative Collection Development at the Research Triangle University Libraries: A Model for the Nation." College & Research Libraries v.54 (November 1993) pp. 470-496. [Available in the PAM box]

Sharon L. Bostick, "The History and Development of Academic Library Consortia in the United States: An Overview." The Journal of Academic Librarianship v.27 no.1 (March 2001) pp. 128-130. [Also available online through ScienceDirect]

Roger C. Schonfeld, et al., "Library Periodicals Expenses: Comparison of Non-Subscription Costs of Print and Electronic Formats on a Life-Cycle Basis." D-Lib Magazine v.10 no.1 (January 2004). Available online at: http://www.dlib.org/dlib/january04/schonfeld/01schonfeld.html

Monograph and Serials Costs in ARL Libraries, 1986-2002. Available online at:
http://www.arl.org/stats/arlstat/graphs/2002/2002t2.html

Monograph and Serials Costs in ARL Libraries, 1986-2001 (there's a paragraph beneath the chart that I'd like you to read. It speculates on reasons for the drop in Serial Unit Costs in 2001). Available online at: http://www.arl.org/stats/arlstat/graphs/2001/2001t2.html

Lisa M. Covi and Melissa H. Cragin. "Reconfiguring Control in Library Collection Development: A Conceptual Framework for Assessing the Shift Toward Electronic Collections." Journal of the American Society for Information Science and Technology v.55 no.4 (2004) pp. 312-325 [Also available online]

Mary F. Casserly. "Collection Management as Risk Management." Library Collections, Acquisitions, & Technical Services v.28 (2004) pp. 79-92. [Also available online]

Eric Forte, et al. "Developing a Training Program for Collection Managers." Library Collections, Acquisitions, & Technical Services v.26 (2002) pp. 299-306. [Also available online]

Kelly Franklin, "The Road to E-Publishing: Progress and Plans of a Leading Publisher." Logos v.13 no.3 (2002) pp. 170-176. [Also available online through Wilson's Library Lit]

Robert E. Apfel, "ARLO: A Free, Peer-Reviewed, Electronic Journal That Is Not Free." Serials Review v.27 no.2 (2001) pp. 1-7. [Also available online.]

Please take a look around the Association of American Publishers, Inc. (AAP) page and the Professional Scholarly Publishing (PSP) [URL http://www.publishers.org/]. Also, please read F. Hill Slowinski's "Top Ten Issue Areas on PSP Executives' Minds." Available at: http://www.pspcentral.org/

Joanna Duy and Liwen Vaughan, "Usage Data for Electronic Resources: A Comparison Between Locally Collected and Vendor-Provided Statistics." Journal of Academic Librarianship v.29 no.1 (2003) pp. 16-22. [Also available online.]

Please take a look at PROJECT COUNTER's home page: http://www.projectcounter.org/ . Also, please read the first few pages of the COUNTER Code of Practice (the majority of this long document is a table of definitions, which is interesting to browse) at: http://www.projectcounter.org/code_practice.html . If you've time and inclination, you might want to take a look at the link to their Register of Vendors: http://www.projectcounter.org/articles.html (which is short, and arranged in a fairly revealing compliance table).

Deborah D. Blecic, et al., "The Measurement of Use of Web-based Information Resources : An Early Look at Vendor-supplied Data." College & Research Libraries v.62 (Sept. 2001) pp. 434-453. [Also available online through Wilson Web]

Resources

Managing Serials in an Electronic Environment

Assignments

Managing Serials in an Electronic Environment

In lieu of midterm or final exams, each student will keep a journal of reflections on the assigned readings. The journal should not be a summary of the readings, rather a reaction to them. The entries may be fairly brief, between one paragraph and one page, but no longer than one typewritten page per article. I will be grading them based on the degree to which the student demonstrates s/he has absorbed and reflected on the information in the reading.

I will describe the journal in greater detail in class, and you may consult with me about the journal at any time during the semester. I prefer that the journal be typed in Word, and emailed as an attachment to me ( lamours@email.unc.edu) before the beginning of the class on the due dates indicated below. Your journal will be collected at three times:

February 11^th. Turn in journal. This will not be graded, but will be worth a point toward your final grade. This is an opportunity for you to get feedback on your journal entries.

March 3rd. This will count as your midterm exam grade, and is worth 20 points. It should include all your entries since the beginning of class.

April 24^th. This will count as your final exam grade, and is worth 20 points. It should include all your entries since March 6^th.

Short Assignments: There will be at least 3 short assignments worth a total of 5 points.

1. The first of these will be a licensing exercise that will be described in greater detail during class. It is due at the end of class on February 4th^th. It will not be graded, but will be worth 2 points.

2. The second will be the journal you keep on assigned readings, to be turned in (preferably as a Word attachment to an email sent to: lamours@email.unc.edu). It is due at the beginning of class on February 11^th. It will not be graded, but will be worth 1 point.

3. The third will be a short cataloging exercise (to be assigned and evaluated by Christie Degener). It's due at the beginning of class on February 25th. It will not be graded, but will be worth 2 points.

There are a large number of serials related topics that will not be covered in any depth during class. Students will have the opportunity to explore topics of their choosing in greater detail by writing a short paper (10 pages). We will discuss this assignment during the first class meeting. In order to familiarize the student with another aspect of scholarly communication, the student will be required to choose an appropriate scholarly journal; find the authors' information; and format the paper (with the exception of length) according to the requirements of the journal. In addition to turning in the paper, the student will also turn in a copy of the journal's authors' information. The paper will be worth 20 points. Due date is April 7th.