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Thanks Sharon. For information, this list does not accept attachments because of virus concerns. This is a really useful summary, many thanks. Louise Louise Cole Senior Information Advisor (Collections) Nightingale Centre, Kingston Hill Campus Kingston University Kingston upon Thames Surrey KT2 7LB Email [log in to unmask] Telephone 020 8417 5383 Fax 020 8417 5312 -----Original Message----- From: An informal open list set up by UKSG - Connecting the Information Community [mailto:[log in to unmask]] On Behalf Of Sharon Robinson Sent: 28 January 2010 14:34 To: [log in to unmask] Subject: [LIS-E-RESOURCES] Summary: Managing SFX Apologies for cross-posting. Hi everyone, Please find below my summary of responses from this list and SFX- DISCUSS-L. I did try to send the summary as an attachment, but the format was rejected. Many thanks to those who responded. It's been really helpful. Regards, Sharon Managing SFX These questions were posted on two lists (LIS-E-RESOURCES and SFX- DISCUSS-L). I've summarised the replies from both. There were 11 responses from higher education institutions in the UK, Europe and the United States. How many staff members are directly involved with the maintenance and development of SFX? 7 of the institutions had 3 or more staff involved; 3 institutions had 2; 1 institution had one staff member. For one of the institutions, the involvement of 3 staff members equated to approximately 0.9 FTE. What are the job titles of the staff member(s) responsible for the following tasks? * Server maintenance and development System Administrator; Systems librarian; Programmer from IT; n/a (hosted by ExLibris); Metadata & Systems Librarian; system administrators/SFX/Metalib Support Specialist; Library Systems Officer; Library Systems Manager; Server Engineer * KB updates Electronic Resources Access Librarian; Hosted/Electronic Resources & Serials librarian (1 person) (target checking only); IT server specialist; Electronic Resources & Systems Librarian; Electronic Resources & Serials Librarian (1 person); SFX/Metalib Support Specialist; Electronic Resources Assistant; Library Systems Officer (update, software changes), E-Resources Manager (KB changes, activates portfolios etc); Library Systems Manager; Information Resources Specialist * Work within the admin interface Electronic Resources Access Librarian; Systems librarian/Electronic Resources & Systems Librarian; Technician, graduate student, Electronic Resources Coordinator; Electronic Resources & Serials Librarian for stats & reports; Electronic Resources librarian, Assistant (activations and thresholds); Electronic Resources & Serials Librarian; schools (consortium); Electronic Resources Assistant; E-resources Manager; Information Assistants (update SFX records); Information Resources Specialist * Checking of thresholds Electronic Resources Access Librarian; Electronic Resources & Serials librarian & 3 serials staff; Electronic Resources & Systems Librarian, Assistant; Electronic Resources & Serials librarian; schools (consortium); Electronic Resources Assistant; E-resources Manager; Information Assistants; Information Resources Specialist; student assistants. 1 institution plans to have student staff take over the regular checking of thresholds with a regular staff member making the amendments. What processes do you have in place for ensuring the accuracy of SFX thresholds? * Hotline Phone and email trouble-reporting line; "Report Bad Link" function in SFX menu. * Checking Manual checking of all relevant update KB reports Checking SFX against title lists Inhouse simple python scripts allow staff to compare title lists "semi- automatically". All variations detected need to be checked manually afterwards. * Reactive Reports from users and library staff Alerts from publishers/suppliers/subscription agents If major revisions are noticed in the journal portfolio for a particular publisher. Do you regularly check thresholds against up-to-date lists of entitlements? If so, how often? 2 do a complete check once a year. 4 do a selective check (generally leaving out aggregators) annually. 1 checks against other KBs periodically. 2 institutions don't regularly check thresholds. Lack of manpower was cited as a reason for not checking on a regular basis. When large packages are activated, is a manual check done on all objects/on a selected number? 4 institutions do spot checks; 1 checks everything except aggregators; 1 completely checks small packages, but doesn't check large ones at all; 1 checks NESLI packages and alters thresholds to reflect institutional holdings; 1 concentrates on checking for access rather than holdings. 1 of the institutions doing spot checks, runs an automatic check via SFX API, if frequent errors are found. Other comments 1 institution has been promised more staff time for checking because of a reduction in print check ins. Sharon Robinson Electronic Resources Advisor Edinburgh Napier University Craiglockhart Campus Edinburgh EH14 1DJ e: [log in to unmask] t: 0131 455 4266 lis-e-resources is a UKSG list - http://www.uksg.org/serials UKSG groups also available on Facebook and LinkedIn This email has been scanned for all viruses by the MessageLabs Email Security System. This email has been scanned for all viruses by the MessageLabs Email Security System. lis-e-resources is a UKSG list - http://www.uksg.org/serials UKSG groups also available on Facebook and LinkedIn