Serials Literature Review 2008–9
DOI:
https://doi.org/10.5860/lrts.55n2.60Abstract
The serials literature from 2008 and 2009 reveals the new identity of the serials professional—one who embraces openness. Many forces have pushed the serials profession into a state of flux; among these are the recent economic recession, the evolution of scholarly publishing, and the concept of open systems and data. Chaotic change for serialists has evolved into opportunities to revise collection strategies, approach Big Deal purchasing in new ways, devise creative user-access solutions, and become stakeholders in the debates over scholarly communication. The literature also reveals serials professionals developing a Web 2.0 sensibility. These themes are presented in the review through a discussion of six major topics: sustainability of serials pricing, the future of the Big Deal, management of electronic resources, access, blurring and decline of formats, and Web 2.0.
References
() Wikipedia, “Financial Crisis of 2007–2010,” nLee C Van Orsdel, Kathleen Born, '“Embracing Openness: Global Initiatives and Startling Successes Hint at the Profound Implications of Open Access on Journal Publishing,”' Library Journal 133 no. 7 (Apr. 15, 2008): 53-58 Lee C. Van Orsdel and Kathleen Born, “Reality Bites: In the Face of the Downturn, Libraries and Publishers Brace for Big Cuts,”nOmnibus Appropriations Act, 2009, Public Law 111-8, 111th Cong., 1st sess. (Mar. 11, 2009), § 17; European Research Council, “ERC Scientific Council Guidelines for Open Access” (Dec. 17, 2007), http://erc.europa.eu/pdf/ScC_Guidelines_Open_Access_revised_Dec07_FINAL.pdfnVan Orsdel and Born, “Reality Bites.”nVan Orsdel and Born, “Embracing Openness.”nInternational Coalition of Library Consortia (ICOLC), “Statement on the Global Economic Crisis and Its Impact on Consortial Licenses,” July 19, 2009, www.library.yale.edu/consortia/icolc-econcrisis-0109.htmnICOLC, “Statement on the Global Economic Crisis.”nVan Orsdel and Born, “Reality Bites,” 36nARL, “ARL Statement to Scholarly Publishers.”nSarah Anne Murphy, 'The Effects of Portfolio Purchasing on Scientific Subject Selections' College & Research Libraries 69 no. 4 (July 2008): 332-40nWilliam H Walters, '“Journal Prices, Book Acquisitions, and Sustainable College Library Collections,”' College & Research Libraries 69 no. 6 (Nov. 2008): 576-86nIbid., 576nIbid., 582nARL, “ARL Statement to Scholarly Publishers.”nJill E Grogg, Beth Ashmore, '“The Art of the Deal: Negotiating in Times of Economic Stress,”' Searcher 17 no. 6 (June 2009): 42-49nIbid., 49nIbidnBjorn Ortelbach, Sebastian Schultz, Svenja Hagenhoff, '“Journal Prices Revisited: A Regression Analysis of Prices in the Scholarly Journal Market,”' Serials Review 34 , no. 3 (Sept. 2008): 190-98nJoseph R Kraus, Rachel Hansen, '“Local Evaluation of Chemistry Journals,”' Issues in Science & Technology Librarianship no. 54 (Summer 2008): (accessed Aug. 17, 2010)www.istl.org/08-summer/article2.htmlnIbidnIbidnRoger C Schonfeld, '“The Value of Scholarly Journals in a Two-Sided Market,”' Serials Librarian 54 no. 1/2 (2008): 121-26nIbid., 122n The Survey of Academic & Research Library Journal Purchasing Practices (New York: Primary Research Group 2008)nKatherine A Perry, '“Where Are Library Consortia Going? Results of a 2009 Survey,”' Serials 22 no. 2 (2009): 122-30nGrogg and Ashmore, “The Art of the Deal: Negotiating.”n'“Reality Bites”; Grogg and Ashmore, “The Art of the Deal: Negotiating”; “S.C. Schools May Lose Shared Databases,”' American Libraries 40 no. 3 (Mar. 2009): 20nVan Orsdel and Born, “Reality Bites,” 37nARL, “ARL Statement to Scholarly Publishers.”nJill E Grogg, Beth Ashmore, '“The Art of the Deal: The Power and Pitfalls of Consortial Negotiation,”' Searcher 17 no. 3 (Mar. 2009): 40-47nIbid., 41nTom Sanville, 'Do Economic Factors Really Matter in the Assessment and Retention of Electronic Resources Licensed at the Library Consortium Level?' Collection Management 33 no. 1/2 (2008): 1-16nSee, for example, Amy Carlson and Barbara M. Pope, “‘The Big Deal’: A Survey of How Libraries are Responding and What the Alternatives Are,”
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, no. 4 (2009): 380–98; Zachary Rolnik, “Big Deal = Good Deal?” Serials Librarian 57, no. 3(2009): 194–98; Christina Torbert, “Collaborative Journal Purchasing Today: Results of a Survey,” Serials Librarian 55, no. 1/2 (2008): 168–83; and Cecilia Botero, Steven Carrico, and Michele R. Tennant, “Using Comparative Online Journal Usage Studies to Assess the Big Deal,”
Library Resources & Technical Services
, no. 2 (2008): 61–68nGrogg and Ashmore, “The Art of the Deal: Negotiating,” 48nTorbert, “Collaborative Journal Purchasing Today,” 168nJill Taylor-Roe, '‘To Everything There Is a Season’: Reflections on the Sustainability of the ‘Big Deal’ in the Current Economic Climate' Serials 22 no. 2 (2009): 113-21nRolnik, “Big Deal = Good Deal?” 197nTaylor-Roe, “‘To Everything There Is a Season.’”nBotero, Carrico, and Tennant, “Using Comparative Online Journal Usage Studies.”nMiquel Termens, 'Looking Below the Surface: The Use of Electronic Journals by the Members of a Library Consortium' Library Collections, Acquisitions, & Technical Services 32 no. 2 (2008): 76-85nMurphy, “The Effects of Portfolio Purchasing.”nIbid., 339nVan Orsdel and Born, “Embracing Openness,” 58nRickey D Best, 'Is the ‘Big Deal’ Dead?' Serials Librarian 57 no. 4 (2009): 353-63n'“Why the ‘Big Deal’ Continues to Persist,”' Serials Librarian 57 no. 4 (2009): 364-79nSean O'Doherty, Bob Boissy, '“Is There a Future for the Traditional Subscription-Based Journal?”' Serials Librarian 56 no 1-4 (2009): 155-62nIbid., 161nCleary, “Why the ‘Big Deal’ Continues to Persist.”nNicole Mitchell, Elizabeth Lorbeer, '“Building Relevant and Sustainable Collections”' Serials Librarian 57 no. 4 (2009): 327-33nPaul Harwood, Albert Prior, 'Testing Usage-Based E-journal Pricing' Learned Publishing 21 no. 2 (2008): 133-39 Patrick Carr, “Acquiring Articles through Unmediated, User-Initiated Pay-Per-View Transactions: An Assessment of Current Practices,” Serials Review 35, no. 4(2009): 272–77nCarr, “Acquiring Articles through Unmediated, User-initiated Pay-per-view Transactions,” 272nHarwood and Prior, “Testing Usage-Based E-journal Pricing,” 133nClint Chamberlain, Barbara MacAlpine, '“Pay-Per-View Article Access: A Viable Replacement for Subscriptions?”' Serials 21 no. 1 (2008): 30-34 Harwood and Prior, “Testing Usage-Based E-journal Pricing.”nRobert E Wolverton, Tim Bucknall, 'Are Consortium ‘Big Deals’ Cost Effective? A Comparison and Analysis of E-journal Access Mechanisms—Workshop Report' Serials Librarian 55 no. 3 (2009): 469-77nHarwood and Prior, “Testing Usage-based E-journal Pricing.”nCarr, “Acquiring Articles through Unmediated, User-initiated Pay-per-view Transactions.”nIbid., 275nPatrick L Carr, '“Forcing the Moment to Its Crisis: Thoughts on Pay-Per-View and the Perpetual Access Ideal,”' Against the Grain 21 no. 6 (Dec. 2009/Jan. 2010): 14,16nIbid., 14nCarr, “Forcing the Moment to Its Crisis.”nChamberlain and MacAlpine, “Pay-Per-View Article Access”; Wolverton and Bucknall, “Are Consortium ‘Big Deals’ Cost Effective?”nHarwood and Prior, “Testing Usage-based E-journal Pricing,” 138nAnna Hulseberg, Sarah Monson, '“Strategic Planning for Electronic Resources Management: A Case Study at Gustavus Adolphus College”' Journal of Electronic Resources Librarianship 21 no. 2 (Apr. 2009): 163-71nMaria Collins, '“Evolving Workflows: Knowing When to Hold'em, Knowing When to Fold'em”' Serials Librarian 57 no. 3 (2009): 261-71nIbid., 264nKristen Blake, Erin Stalberg, 'Me and My Shadow: Observation, Documentation, and Analysis of Serials and Electronic Resources Workflow' Serials Review 35 no. 4 (2009): 242-52nC Rockelle Strader, Alison C Roth, Robert W Boissy, 'E-Journal Access: A Collaborative Checklist for Libraries, Subscription Agents, and Publishers' Serials Librarian 55 no. 1/2 (2008): 98-116nMarshall Breeding, 'Helping You Buy Electronic Resource Management Systems' Computers in Libraries 28 no. 7 (July/Aug. 2008): 6-8 10, 12–14, 16–18, 94, 96nMaria Collins, 'Electronic Journal Forum: Electronic Resource Management System (ERMS) Review' Serials Review 34 no. 4 (2008): 267-99nKevin Stranack, 'The Researcher Software Suite: A Case Study of Library Collaboration and Open Source Software Development' Serials Librarian 55 no. 1/2 (2008): 117-39nIbid., 138nWilliam Doering, Galadriel Chilton, '“A Locally Created ERM: How and Why We Did It,”' Computers in Libraries 28 no. 8 (Sept. 2008): 6-7 William Doering and Galadriel Chilton, “ERMes: Open Source Simplicity for Your E-resource Management,” Computers in Libraries 29, no. 8(Sept. 2009): 20–24nDoering and Chilton, “A Locally Created ERM: How and Why We Did It.”nJennifer Watson, Dalene Hawthorne, Susan Wishnetsky, 'ERM on a Shoestring: Betting on an Alternative Solution' Serials Librarian 54 no. 3/4 (2008): 245-52nAdam Murray, 'Electronic Resource Management 2.0: Using Web 2.0 Technologies as Cost-Effective Alternatives to an Electronic Resource Management System' Journal of Electronic Resources Librarianship 20 no. 3 (Oct. 2008): 156-68nIbid., 158nMaria Collins, William T Murray, '“SEESAU: University of Georgia's Electronic Journal Verification System,”' Serials Review 35 no. 2 (2009): 80-87nTaryn Resnick, 'E-Resources: Transforming Access Services for the Digital Age' Library Hi Tech 26 no. 1 (2008): 141-56nKristen Blake, Jacquie Samples, 'Creating Organization Name Authority within an Electronic Resources Management System' Library Resources & Technical Services 53 no. 2 (Apr. 2009): 94-107nMarilyn White, Susan Sanders, 'E-Resources Management: How We Positioned Our Organization to Implement an Electronic Resources Management System' Journal of Electronic Resources Librarianship 21 no. 3 (2009): 183-91 Nancy Beals, “Selecting and Implementing an ERMS at Wayne State University: A Case Study,” Journal of Electronic Resources Librarianship 20, no. 1(July 2008): 62–69nKristine Condic, 'Uncharted Waters: ERM Implementation in a Medium-Sized Academic Library' Internet Reference Services Quarterly 13 no. 2 (2008): 133-45 Jill E. Grogg, “Electronic Resource Management Systems in Practice,”
Journal of Electronic Resources Librarianship
, no. 2(2008): 86–89; Denise Pan, “Not One-Size-Fits-All Solution: Lessons Learned from Implementing an Electronic Resources Management System in Three Days,”
Journal of Electronic Resources Librarianship
, no. 3 (2009): 279–92; Ted Fons et al., “Real ERM Implementations: Notes from the Field,”
Serials Librarian
, no. 1–4 (2009): 101–8nJill E Grogg, 'Electronic Resource Management Systems in Practice”; Donna F. Ekart, “Somewhere over the Verde Rainbow' Computers in Libraries 28 no. 2 (Sept. 2008): 44-45 8, 10nEkart, “Somewhere Over the Verde Rainbow,” 45nPan, “Not One-Size-Fits-All Solution.”nPan, “Not One-Size-Fits-All Solution”; Fons et al., “Real ERM Implementations”; Condic, “Uncharted Waters”; White and Sanders, “E-Resources Management.”nBonnie Tijerina, Douglas King, '“What is the Future of Electronic Resource Management Systems?”' Journal of Electronic Resources Librarianship 20 no. 3 (Oct. 2008): 147-55nIbid., 153nOliver Pesch, 'ISSN-L: A New Standard Means Better Links' Serials Librarian 57 no. 1/2 (2009): 40-47nIbid., 47nSophie Vincent, 'The New Edition of the ISSN International Standard Makes Life Easier for the Serials Community' Serials 21 no. 1 (2008): 45-48nPeter McCracken, Michael A Arthur, '“KBART: Best Practices in Knowledgebase Data Transfer,”' Serials Librarian 56 no. 1–4 (2009): 231nNorm Medeiros, White Paper on Interoperability between Acquisitions Modules of Integrated Library Systems and Electronic Resource Management Systems (Washington: D.C.: Digital Library Federation 2008) (accessed Apr. 15, 2010)nIbid., 4nEd Riding, 'Cost of Resource Exchange (CORE): The Making of a Library Standard' Serials Librarian 57 no. 1/2 (2009): 51-56nIbid., 56nOliver Pesch, 'An Update on COUNTER and SUSHI' Serials Librarian 55 no. 3 (2008): 366-72nTansy Matthews, 'Where Does It Come From? Generating and Collecting Online Usage Data: An Update' Serials 22 no. 1 (2009): 49-52nRichard Gedye, 'Measuring the Usage of Individual Research Titles' Serials 22 no. 1 (2009): 24-27n () National Information Standards Organization (NISO),
SERU: A Shared Electronic Resource Understanding
(Baltimore: NISO, 2008), nIbid., 1nClinton K Chamberlain, 'Breaking the Bottleneck: Using SERU to Facilitate the Acquisition of Electronic Resources' College & Research Library News 69 no. 11 (Dec. 2008): 700-702 Zachary Rolnik and Selden Lamoureux (presenters) and Kelly A. Smith (recorder), “Alternatives to Licensing of E-Resources,” Serials Librarian 54, no. 3/4 (2008): 281–87nNISO,
SERU
; Chamberlain, “Breaking the Bottleneck.”nEd Pentz, Louise Cole, 'The UKSG TRANSFER Project: Collaboration to Improve Access to Content' Serials 22 no. 2 (2009): 161-65nSheila S Intner, Peggy Johnson, Fundamentals of Technical Services Management (Chicago: ALA 2008)nPeter M Webster, Managing Electronic Resources: New and Changing Roles for Libraries (Oxford, U.K.: Chandos 2008)nMaria DD Collins Ed., Patrick L Carr Ed., Managing the Transition from Print to Electronic Journals and Resources: A Guide for Library and Information Professionals (New York: Routledge 2008)nBecky Albitz, Licensing and Managing Electronic Resources (Oxford, U.K.: Chandos 2008)nHolly Yu Ed., Scott Breivold Ed., Electronic Resource Management in Libraries: Research and Practice (Hershey, Penn.: IGI Global 2008)nLori J Terrill, 'A Snapshot of Early Acceptance of the CONSER Standard Record in Local Catalogs' Serials Review 35 no. 1 (2009): 26nIbid., 16nRebecca Kemp, 'Catalog/Cataloging Changes and Web 2.0 Functionality: New Directions for Serials' Serials Librarian 53 no. 4 (2008): 91-112nIbid., 98nIbidnMary Curran, 'E-Ventures: Notes and Reflections from the E-Serials Field. Serials in RDA: A Starter's Tour and Kit' Serials Librarian 57 no. 4 (2009): 306-23nKemp, “Catalog/Cataloging Changes and Web 2.0 Functionality.”nXiaothan Chen, Stephen Wynn, 'E-Journal Cataloging in an Age of Alternatives: A Survey of Academic Libraries' Serials Librarian 57 no. 1/2 (2009): 109nIbidnIbid., 110nM Sara Lowe, 'Clear as Glass: A Combined List of Print and Electronic Journal in the Knowledge Base' Journal of Electronic Resources Librarianship 20 no. 3 (Oct. 2008): 169-77nRebecca Kemp, 'MARC Record Services: A Comparative Study of Library Practices and Perceptions' Serials Librarian 55 no. 3 (2008): 379-410nRebecca L Mugridge, Jeff Edmunds, 'Using Batchloading to Improve Access to Electronic and Microform Collections' Library Resources & Technical Services 53 no. 1 (Jan. 2009): 53-61nIbid., 61nMugridge and Edmunds, “Using Batchloading to Improve Access to Electronic and Microform Collections”; Kemp, “MARC Record Services.”nMugridge and Edmunds, “Using Batchloading to Improve Access to Electronic and Microform Collections,” 55nKathy Carter, 'Serial or Monograph: Who Decides?' Serials Librarian 57 no. 1/2 (2009): 87-95nIbid., 94nMary Curran, 'Single and Open: Using the SFX A–Z list URL in the Catalog' Serials Librarian 55 no. 3 (2008): 351-65nJim Cole, 'From the Majors to the Minors: Playing the Game as the Rules are Changed' Serials Librarian 55 no. 1/2 (2008): 45-58nJessica R Page, Jennifer Kuehn, 'Interlibrary Service Requests for Locally and Electronically Available Items: Patterns of Use, Users, and Cancelled Requests' portal: Libraries and the Academy 9 no. 4 (Oct. 2009): 475-89nIbid., 475nRoss Singer, 'The Knowledgebase Kibbutz' Journal of Electronic Resources Librarianship 20 no. 2 (Sept. 2008): 81-85 see also UKSG, “Link Resolves and The Serials Supply Chain: Final Report for UKSG,” May 21, 2007, www.uksg.org/projects/linkfinalnIbid., 81nIbid., 85nSam Rogers, 'Survey and Analysis of Electronic Journal Licenses for Long-Term Access Provisions in Tertiary New Zealand Academic Libraries' Serials Review 35 no. 1 (2009): 3-15nAparna Zambare, 'Assuring Access: One Library's Journey from Print to Electronic Only Subscriptions' Serials Review 35 no. 2 (2009): 70-74nIbid., 71nAlice Keller, Jonathan McAslan, Claire Duddy, 'Long-Term Access to E-Journals: What Exactly Can We Promise Our Readers?' Serials 21 no. 1 (2008): 49nPeter Burnhill, 'Piloting an E-Journals Preservation Registry Service (PEPRS)' Serials 22 no. 1 (2009): 53-59nCharles Oppenheim, Fytton Rowland, Scoping Study on Issues Relating to Quality-Control Measures within the Scholarly Communication Process (Bristol, UK: JISC 2009) (accessed May 2, 2010)nIbid., 1nKim Armstrong, 'When Did (E)-Books Become Serials?' Serials Librarian 56 no. 1–4 (2009): 129-38nIbid., 130nIbid., 134nIbid., 135nSarah Thompson, Steve Sharp, '“E-Books in Academic Libraries: Lessons Learned and New Challenges,”' Serials 22 no. 2 (2009): 136-40nIbid., 139nAline Soules, 'E-Books and User Assumptions' Serials 22 no. 3 (2009): S1-S5nIbid., S4nRoger C Schonfeld, Ross Housewright, What to Withdraw? Print Collections Management in the Wake of Digitization (New York: Ithaka 2009) to Withdraw - Print Collections Management in the Wake of Digitization.pdf, 2 (accessed Aug. 17, 2010)nIbid., 2nSteve O'Connor, Cathie Jilovsky, 'Approaches to the Storage of Low Use and Last Copy Research Materials' Library Collections, Acquisitions & Technical Services 32 no. 3–4 (2008): 121-26nIbid., 123nIbidnIbid., 121nJean Crawford, 'Securing Access to Print: The UKRR' Serials 21 no. 3 (2008): 232-34nSuzanne M Ward, Mary C Aagard, 'The Dark Side of Collection Management: Deselecting Serials from a Research Library's Storage Facility Using WorldCat Collection Analysis' Collection Management 33 no. 4 (2008): 272-87nCharlene Sorensen, 'The 5K Run Toolkit: A Quick, Painless, and Thoughtful Approach to Managing Print Journal Backruns' Serials Review 35 no. 4 (2009): 228-34nVirginia A Lingle, Cynthia K Robinson, 'Conversion of an Academic Health Sciences Library to a Near-Total Electronic Library: Part 1' Journal of Electronic Resources in Medical Libraries 6 no. 3 (2009): 193-210 Virginia A. Lingle and Cynthia K. Robinson, “Conversion of an Academic Health Sciences Library to a Near-Total Electronic Library: Part 2,”
Journal of Electronic Resources in Medical Libraries
, no. 4(2009): 279–93nLingle and Robinson, “Conversion of an Academic Health Sciences Library to a Near-Total Electronic Library: Part 2,” 289nWikipedia, “Web 2.0,” http://en.wikipedia.org/wiki/Web_2.0nLeigh Dodds, 'The Threads of Web 2.0' Serials 21 no. 1 (2008): 4-8nIbid., 5nStephen Abram, 'Social Libraries: The Librarian 2.0 Phenomenon' Library Resources & Technical Services 52 no. 2 (April 2008): 19-22nIbid., 21nIbid., 20nDick Kaser, 'Focusing on E-journals (and Blogging at the Same Time)' Computers in Libraries 29 no. 2 (Feb. 2009): 33-35nIbid., 35nDerik A Badman, Lianne Hartman, 'Developing Current Awareness Services: Virtual Reading Rooms and Online Routing' College & Research Libraries News 69 no. 11 (Dec. 2008): 670-72 Michael Sutherland and Jason Clark, “Virtual Journal Room: MSU Libraries Table of Contents Service,”
Computers in Libraries
, no. 3 (Feb. 2009): 6–7, 42–43nJill Emery, 'All We Can Do Is Chat Chat: Social Networking for the Electronic Resources Librarian' Journal of Electronic Resources Librarianship 20 no. 4 (2008): 205-9nMSandra Wood, 'Using Blogs to Stay Current about Electronic Resources' Journal of Electronic Resources in Medical Libraries 6 no. 3 (2009): 242-44nIbid., 242nAysegul Kapucu, Athena Hoeppner, Doug Dunlop, 'Getting Users to Library Resources: A Delicious Alternative' Journal of Electronic Resources Librarianship 20 no. 4 (Dec. 2008): 228-42nIbid., 229nDaniel Churchill, 'Social Bookmarking-Repository-Networking: Possibilities for Support of Teaching and Learning in Higher Education' Serials Review 35 no. 3 (2009): 142-48nKemp, “Catalog/Cataloging Changes and Web 2.0 Functionality.”nRoss Singer, '“Linked Library Data Now!”' Journal of Electronic Resources Librarianship 21 no. 2 (2009): 114-26nIbid., 117nJoyce L Ogburn, 'Defining and Achieving Success in the Movement to Change Scholarly Communication' Library Resources & Technical Services 52 no. 2 (April 2008): 44-53nIbid., 45n
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