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Electronic resource management

Electronic resource management (ERM) refers to the practices, techniques, and software systems employed by libraries and information professionals to acquire, license, implement, maintain, evaluate, and preserve electronic resources, including e-journals, e-books, databases, and other digital content accessible via the internet.^[1]^[2] These resources have become central to library collections since the late 1990s, driven by the shift from print to digital formats, necessitating specialized workflows to handle licensing agreements, access authentication, usage tracking, and long-term sustainability.^[3] The development of ERM began in the early 2000s as libraries grappled with the limitations of traditional integrated library systems for managing digital subscriptions, leading to the Digital Library Federation's (DLF) Electronic Resource Management Initiative in 2004, which established foundational specifications for data elements, workflows, and metadata standards to support licensing and administrative processes.^[1] This initiative addressed key challenges such as tracking financial commitments, legal terms, and technical access, influencing the creation of dedicated electronic resource management systems (ERMS) from vendors like Ex Libris and SirsiDynix.^[2] By the mid-2000s, standards like Project COUNTER for usage statistics further standardized evaluation practices, enabling libraries to measure resource value through metrics such as downloads and views.^[3] A prominent framework for ERM is the Techniques for Electronic Resource Management (TERMS), first introduced in 2008 and refined in subsequent editions, including the 2020 update that incorporates open access transitions.^[3] TERMS outlines a lifecycle approach with six core stages: investigation (researching and selecting resources based on user needs and budgets), procurement and licensing (negotiating contracts and access rights), implementation (integrating resources into discovery systems and providing user access via proxies or authentication), troubleshooting (resolving ongoing technical issues and support), evaluation and assessment (analyzing usage data to inform renewals or cancellations), and preservation and sustainability (ensuring long-term archiving through services like LOCKSS or Portico, especially amid shifts to open access models like Plan S).^[3] This cyclical model supports both individual and consortial management, adapting to evolving digital landscapes. In contemporary libraries, ERM increasingly intersects with open access initiatives, transformative agreements, and data interoperability standards from organizations like NISO, addressing complexities such as perpetual access rights and offsetting subscription costs against article processing charges. Recent advancements include COUNTER Release 5.1 for enhanced usage reporting (mandatory from January 2025) and AI-driven tools for automation in resource discovery and evaluation.^[4]^[5] Effective ERM enhances user discovery and equity in access while optimizing budgets, though challenges persist in staffing, system integration, and adapting to rapid technological changes.^[6]

Overview

Definition

Electronic resource management (ERM) encompasses the practices, techniques, and software systems utilized by librarians and information professionals to acquire, provide access to, administer, support, and evaluate electronic resources, including e-journals, e-books, databases, and multimedia content such as streaming media.^[7]^[8] Electronic resources, commonly referred to as e-resources, are digital materials accessible via computer networks or online platforms, such as full-text journals, electronic books, online databases, and multimedia content.^[8] In contrast to physical resources, which exist in tangible formats like print books or CDs requiring manual handling and storage, e-resources enable remote, simultaneous access by multiple users without physical distribution.^[9] The concept of ERM was formalized in the early 2000s through the Digital Library Federation's Electronic Resource Management Initiative (ERMI), a collaborative effort that established standardized data models, workflows, and tools to address the growing complexity of managing these digital assets across their lifecycle.^[10]

Importance and Scope

Electronic resource management (ERM) holds strategic importance in libraries by facilitating the alignment of digital collections with institutional objectives, thereby enhancing overall collection development strategies. In academic, public, and corporate libraries, ERM ensures perpetual access to electronic content post-subscription, mitigating risks of content loss and supporting long-term scholarly and informational needs. It drives cost efficiency through systematic evaluation of usage data against expenditures, such as cost-per-use analyses, which inform budget optimization amid rising subscription fees. Furthermore, ERM upholds compliance with complex licensing terms, safeguarding against legal violations and ensuring equitable access rights for users across diverse library types. The scope of ERM centers on library and information science environments, where it governs the lifecycle of digital assets in academic, public, and research institutions, as well as special libraries in corporate settings. This encompasses coordination of consortial purchases, which allow libraries to negotiate favorable terms through collective agreements, and integration of open access resources, expanding free scholarly content without additional financial burdens. As of 2025, ERM increasingly incorporates artificial intelligence for automating usage analytics and supports transitions to open access models, addressing evolving digital landscapes.^[5]^[11] Key benefits of ERM include enhanced user access via automated authentication protocols, such as IP recognition, which streamline discovery and retrieval of electronic materials. It fosters data-driven decision-making for resource allocation by aggregating usage metrics, allowing librarians to prioritize high-impact subscriptions over underutilized ones. The post-2020 surge in remote access demands, driven by the COVID-19 pandemic's shift to online learning and work, amplified ERM's value in rapidly scaling digital infrastructure to meet heightened electronic resource dependency.^[12]

History

Early Developments

The shift toward electronic resources in libraries began in the 1980s, as traditional print collections gave way to digital formats amid the advent of CD-ROM technology and early online databases. In the mid-1980s, libraries started offering self-service electronic information services by subscribing to CD-ROM versions of previously online-only databases, such as those from Dialog and STN, which were accessed via mediated searches.^[13] These CD-ROMs allowed end-user searching on stand-alone or networked workstations, marking a significant departure from librarian-mediated access and enabling broader patron interaction with full-text and bibliographic content.^[14] By the late 1980s, CD-ROMs had become a staple for business and academic databases, bridging the gap between costly online services and affordable local access, though limited by physical media and institutional IT constraints.^[15] The 1990s saw explosive growth in internet-based resources, transforming library services as the World Wide Web facilitated direct online delivery of e-journals, full-text databases, and aggregated content packages. Libraries increasingly replaced CD-ROMs with web-accessible platforms, offering integrated catalogs and remote access to resources like electronic journals and e-books, which proliferated amid the digital revolution.^[16] Initial management of these resources relied on ad-hoc, manual methods, with librarians using spreadsheets and simple local databases to track subscriptions, licensing details, and access points, as integrated systems were not yet available.^[7] This era's formative developments in digital libraries underscored the need for better organization, with end-user searching expanding dramatically through web interfaces.^[17] Key drivers of ERM's early practices included the rapid proliferation of vendor platforms from companies like EBSCO and ProQuest, which aggregated thousands of databases and journals by the mid-1990s, shifting libraries toward licensed electronic packages.^[18] EBSCO, building on its 1980s database roots, and ProQuest, with its digitization efforts, became central to library acquisitions, providing scalable access but complicating tracking due to diverse interfaces and formats.^[14] In the late 1990s, challenges emerged around IP authentication for remote access, requiring libraries to manage institutional IP ranges to verify users without individual logins, often leading to access barriers for off-campus patrons. Concurrently, the development of link resolvers, such as the SFX system pioneered by Herbert Van de Sompel in the late 1990s, addressed fragmented access by enabling contextual linking between resources via OpenURL standards, though implementation was rudimentary and vendor-dependent.^[19]

Evolution and Standardization

The maturation of electronic resource management (ERM) in the 2000s was marked by institutional efforts to address the growing complexity of handling digital subscriptions, culminating in the Digital Library Federation's (DLF) Electronic Resource Management Initiative (ERMI), launched in October 2002. This initiative aimed to foster the development of standardized tools and systems for managing licenses, acquisitions, and access to electronic resources by defining a comprehensive data model with over 300 data elements organized into a data dictionary. These elements covered entities such as electronic resources, holdings, interfaces, acquisitions, licenses, and usage statistics, enabling libraries to track workflows from selection to renewal more systematically. The ERMI report, published in 2004, also outlined 47 functional requirements and proposed an XML schema for interoperability, laying foundational groundwork for ERM software development without relying on earlier manual tracking methods.^[10] Key standards emerged in the mid-2000s to streamline licensing and usage data exchange, reducing administrative burdens in ERM. The National Information Standards Organization (NISO) launched the Shared Electronic Resource Understanding (SERU) working group in late 2006, resulting in the publication of SERU Recommended Practice (NISO RP-7-2008) in February 2008, which provided a license-free framework articulating common understandings between content providers and subscribing institutions on rights, access, and usage. Complementing this, the SUSHI (Standardized Usage Statistics Harvesting Initiative) protocol, approved as ANSI/NISO Z39.93-2007 in November 2007, standardized the automated harvesting of COUNTER-compliant usage statistics via SOAP-based web services, allowing ERM systems to pull XML-formatted reports efficiently from providers. These developments promoted consistency in data handling and minimized manual negotiations, enhancing the scalability of ERM practices.^[20] In the 2010s, ERM evolved further through deeper integration with library discovery layers, enabling seamless linking between knowledge bases in ERM systems and unified search interfaces to improve user access to electronic content. This period also saw ERM adapting to the pressures of "big deal" publisher packages—bundled subscriptions that dominated acquisitions—and the rise of open access movements, which prompted libraries to refine evaluation metrics for hybrid models balancing subscription costs with free resources. A pivotal advancement was the release of COUNTER Code of Practice Release 5 in July 2017, which simplified reporting types, introduced flexible standard views for usage data, and better supported analysis of open access items alongside subscribed content, ensuring more credible and comparable metrics for decision-making in ERM. Subsequent updates, including COUNTER Release 5.1 in January 2025, have provided further refinements to support evolving usage reporting needs.^[21]^[22]

Lifecycle Processes

Acquisition and Licensing

The acquisition of electronic resources begins with a rigorous evaluation process to ensure alignment with institutional needs and long-term value. Libraries assess content relevance by examining how resources support research, teaching, and curricular goals, prioritizing peer-reviewed materials that complement existing collections and address user demands identified through surveys or usage patterns. Vendor reliability is scrutinized via reviews of service history, financial stability, and support responsiveness, while pricing models are compared, such as flat-rate subscriptions that provide ongoing access versus pay-per-view options for occasional use, which charge per download or article and suit low-demand resources. Technical compatibility, including browser support and search functionality, is tested during vendor-provided trials to verify seamless integration with library systems.^[23] Licensing agreements form the legal foundation for electronic resource access, outlining rights and obligations between libraries and providers. Key clauses typically include provisions for perpetual access, ensuring subscribers retain rights to content acquired during the subscription period even after termination, often through archival copies or post-cancellation hosting. Interlibrary loan (ILL) rights permit sharing of individual articles in print or electronic form under fair use guidelines, such as Section 108 of the U.S. Copyright Act, though some licenses restrict digital transmission. Concurrent user limits specify the maximum simultaneous logins, with options for unlimited access based on full-time equivalent (FTE) users or capped models to control costs, particularly for e-books. Consortia play a pivotal role in negotiations, leveraging collective bargaining to secure discounts—such as average 98% reductions reported by organizations like EIFL—and favorable terms like shared ILL rights across members, reducing administrative burdens for individual libraries.^[24]^[25] The acquisition workflow integrates budgeting, trials, and procurement to streamline purchases. Budgeting involves forecasting total costs, including licensing fees, maintenance, and potential archiving, often using cost-per-use metrics from prior data to justify allocations. Trials, typically lasting 30-90 days, allow librarians and users to evaluate usability and relevance before commitment, with feedback informing final decisions. Purchase orders follow approval, handled through electronic systems for efficiency, and distinguish between individual titles—selected for targeted needs—and "big deal" packages, which bundle hundreds of journals from a single publisher for comprehensive access at a negotiated rate, simplifying administration but requiring flexibility for title cancellations to manage escalating costs. Standards like the NISO Shared Electronic Resource Understanding (SERU) offer an alternative to formal licenses for straightforward transactions, relying on shared business practices under copyright law.^[23]^[26]^[27]^[28]

Activation and Access Management

Activation and access management in electronic resource management (ERM) involves the technical configuration and ongoing maintenance required to make licensed digital content available to authorized users following acquisition. This phase ensures seamless integration into library discovery systems, leveraging authentication protocols to verify user eligibility while adhering to license terms that define authorized access populations.^[3] Setup procedures typically begin with configuring authentication methods, such as IP address recognition for on-campus users, which identifies devices connected to institutional networks by their assigned IP ranges (e.g., 134.84.192.101).^[29] Libraries submit these ranges to content providers or registries like the IP Registry for activation, though updates are necessary when networks change, including transitions to IPv6.^[29] For remote access, proxy servers like EZproxy are commonly configured to alter user IP addresses, simulating on-campus connections and enabling off-site authentication without compromising security.^[30] This involves installing proxy stanzas—configuration files specific to each resource—in the library's EZproxy server, which prepends the proxy URL to resource links.^[3] Federated identity management systems, such as Shibboleth, provide single sign-on (SSO) capabilities using SAML protocols, where the library acts as a service provider integrated with the institution's identity provider for credential verification, often supporting multifactor authentication.^[29] To facilitate seamless navigation, link resolvers are integrated with discovery tools, employing OpenURL standards (ANSI/NISO Z39.88-2004) to connect citations from search results to full-text content via metadata from knowledge bases.^[30] This setup requires accurate holdings data exchange, standardized by the NISO KBART Recommended Practice, which specifies formats for title lists, coverage dates, and DOIs to populate knowledge bases and prevent broken links.^[31] Access troubleshooting addresses disruptions that arise post-activation, including vendor downtime, where platform servers go offline, resulting in error messages or slow loading that libraries monitor through administrative portals and vendor status pages.^[32] Platform changes, such as content migrations or URL updates, can invalidate links, necessitating rapid metadata refreshes in knowledge bases to restore access.^[32] Authentication errors, like IP mismatches or proxy configuration failures, often stem from outdated stanzas or federated login issues (e.g., problems with the Where Are You From? menu in Shibboleth), which librarians resolve by verifying configurations, testing via VPN, and coordinating with vendors using institutional identifiers.^[29] KBART-compliant files play a critical role here, enabling automated metadata updates to mitigate errors from provider-side changes.^[31] User support enhances accessibility by developing navigational aids, such as A-Z lists of databases that include brief descriptions, subjects, and direct links to resources, allowing patrons to browse holdings efficiently.^[33] Proxy configurations are documented in user guides, explaining how to append proxy prefixes to URLs for off-campus access or troubleshoot browser settings, with libraries often providing VPN instructions for secure connections.^[33] Compliance with accessibility standards, particularly WCAG 2.1 Level AA, is ensured by selecting vendors who provide Voluntary Product Accessibility Templates (VPATs) detailing conformance and by including warranty clauses in licenses requiring adherence to federal laws like the ADA.^[34] This involves auditing resources for features like screen reader compatibility and alt text, with libraries offering alternative access options, such as consultations or print equivalents, for non-compliant content.^[35]

Usage Monitoring and Evaluation

Usage monitoring and evaluation in electronic resource management (ERM) involves the systematic collection, analysis, and assessment of utilization data for digital content, enabling libraries to measure return on investment and refine collection strategies. This subtopic emphasizes standardized approaches to ensure data consistency across diverse providers, facilitating informed decision-making without relying on anecdotal evidence. By focusing on quantifiable metrics, libraries can prioritize high-value resources while mitigating inefficiencies in access and expenditure. Data collection in usage monitoring centers on harvesting COUNTER-compliant statistics, which standardize the reporting of electronic resource interactions to promote comparability. The COUNTER Code of Practice, maintained by Project COUNTER, specifies metrics such as successful full-text article requests (captured in Journal Report 1, or JR1) and session counts (tracked in Database Report 1, or DB1), allowing libraries to gauge engagement like downloads and searches across journals, databases, and books.^[36] To automate this process and integrate data into ERM workflows, the Standardized Usage Statistics Harvesting Initiative (SUSHI) protocol—developed by the National Information Standards Organization (NISO)—enables Web services-based requests and responses for pulling COUNTER reports, minimizing manual intervention and supporting real-time monitoring.^[37] Key analysis methods include cost-per-use calculations and overlap assessments to evaluate resource efficiency. Cost-per-use is derived by dividing the annual subscription cost by total usage events, such as full-text downloads, yielding a metric that quantifies value; for instance, large academic libraries have reported medians around $4 per use for electronic journals, helping to flag disproportionately expensive titles.^[38] Overlap analysis, meanwhile, examines redundancies by comparing title lists and coverage dates across resources using identifiers like ISSN, often via ERM tools or spreadsheets, to identify shared content that may justify consolidation or cancellation.^[39] Evaluation criteria leverage these analyses to pinpoint underused resources and contextualize performance through peer benchmarking. Titles with low usage relative to cost or significant overlap are flagged for potential cancellation, as they divert funds from more impactful acquisitions. Benchmarking against peer institutions—comparing metrics like session volumes—provides relative insights, such as identifying if a library's database usage lags behind similar-sized peers, thereby guiding targeted improvements.^[40] These data-driven evaluations form the foundation for renewal assessments, ensuring alignment with institutional priorities.

Renewal, Cancellation, and Archiving

The renewal process for electronic resources involves evaluating existing subscriptions against updated selection criteria, such as relevance, cost-effectiveness, and alignment with institutional needs, often leveraging usage statistics to inform negotiations.^[23] Libraries typically request vendor-provided usage data 30 to 60 days before renewal deadlines, analyzing metrics like downloads and multi-year trends to justify requests for price adjustments or content modifications.^[41] Negotiations may address annual inflation by seeking multi-year agreements with fixed price caps or by highlighting outliers in price increases compared to industry averages, which have historically risen 5-6% annually.^[42] For bundled resources, institutions assess changes in package composition or tiered access options, sometimes preparing alternatives like departmental co-funding or license addenda allowing early termination if content or platform alterations occur.^[41] Vendors are generally required to provide at least two months' notice of renewal terms to facilitate these discussions.^[23] Cancellation decisions for electronic resources are guided by criteria including low usage, escalating costs, and budget constraints, with libraries conducting impact assessments to evaluate effects on overall collections and user access.^[42] For instance, resources showing declining historical usage or high cost-per-use ratios may be prioritized for review, alongside factors like annual price hikes and availability of alternative access through interlibrary loans.^[42] Stakeholder feedback from faculty and users is solicited via surveys to gauge curriculum relevance, while license terms and publisher practices, such as restrictive bundling, are scrutinized to avoid penalties.^[42] These assessments help determine the broader implications, such as gaps in subject coverage, ensuring cancellations align with strategic collection goals rather than isolated metrics.^[42] Archiving solutions play a critical role in managing post-cancellation rights, ensuring perpetual access to subscribed content through third-party preservation services.^[43] Portico, operated by JSTOR and Ithaka, archives e-journal content on behalf of participating publishers, triggering access for libraries upon subscription cancellation if the publisher has agreed to post-cancellation access provisions; as of a 2014 survey, 77% of its e-journal publishers support this model, requiring ongoing library membership and proof of prior payments.^[43]^[44] Similarly, the LOCKSS (Lots of Copies Keep Stuff Safe) system enables libraries to build local, distributed archives of licensed materials, fostering redundancy across networks to safeguard against provider failures, though it demands staff resources for setup and maintenance as a dark archive. Complementary services like CLOCKSS (Controlled Lots of Copies Keep Stuff Safe) provide a community-owned archive with participation from over 1,000 publishers as of 2024, supporting post-cancellation access for e-journals and e-books.^[43]^[45]^[46] Licensing agreements should explicitly mandate participation in such services to secure long-term rights, with libraries verifying coverage for titles via ISSN to mitigate access disruptions.^[23] Approximately 56% of academic libraries rely on these membership-based archives for perpetual access when publisher-hosted options fall short, as of a 2014 survey.^[43]

Systems and Tools

Types of ERM Software

Electronic resource management (ERM) software encompasses a range of tools designed to handle the acquisition, licensing, access, and evaluation of digital collections in libraries. These systems are broadly categorized into standalone solutions, modules integrated within larger library platforms, and open-source options, each offering distinct approaches to deployment and functionality tailored to institutional needs.^[7] Standalone ERM systems function as dedicated platforms independent of broader library management software, focusing exclusively on electronic resources such as e-journals, databases, and digital archives. These tools typically include features for tracking licenses, managing vendor relationships, and generating A–Z lists for user access, often incorporating knowledge bases and link resolvers. Examples include Serials Solutions 360 Resource Manager, which operates as a cloud-based service emphasizing seamless integration with discovery tools; EBSCO ERM Essentials, a subscription-based system for usage statistics and access monitoring; and Ex Libris Verde, an on-premise option that supports detailed resource workflows but has been largely superseded by integrated platforms. Standalone systems provide flexibility for libraries seeking specialized ERM without overhauling their entire infrastructure, though they may require additional integrations for print materials.^[7] Integrated ERM modules are embedded within comprehensive library systems, such as integrated library systems (ILS) or library service platforms, allowing unified management of both print and electronic resources. These modules leverage the parent platform's infrastructure for cataloging, circulation, and acquisitions, streamlining data flow across resource types. Prominent examples include Ex Libris Alma, a cloud-based library service platform with robust ERM capabilities for electronic activations, usage analysis, and license compliance; and OCLC WorldShare Management Services, another cloud-hosted solution that integrates ERM with discovery services and knowledge base management for consortial use. Innovative Interfaces' Sierra offers a hybrid deployment model, combining on-premise and cloud elements to support ERM alongside traditional ILS functions. This integration reduces silos between resource types but may limit customization compared to standalone tools.^[47] Open-source ERM options provide cost-effective, customizable alternatives developed through community collaboration, often requiring in-house technical expertise for implementation and maintenance. These systems are typically modular, allowing libraries to adopt specific components without vendor dependencies. The FOLIO ERM module, part of the FOLIO library services platform, exemplifies this approach with apps for licensing, e-usage tracking, orders, and agreements, supporting integrations with external knowledge bases like GOKb or EBSCO Holdings IQ; it accommodates both cloud and on-premise deployments, with multi-tenancy for large consortia. Other notable tools include CORAL, a PHP/MySQL-based system with modules for organizations, licensing, usage, and resources, primarily deployed on-premise for its simplicity and stability. Compared to commercial options, open-source ERM emphasizes flexibility and avoidance of proprietary lock-in but demands greater initial setup resources, with cloud deployments like FOLIO enabling scalability for resource-constrained institutions.^[48]^[49]

Core Features and Integration

Electronic resource management (ERM) systems provide centralized metadata storage as a foundational feature, housing comprehensive details on electronic resources such as titles, coverage dates, access URLs, and administrative information in a knowledge base (KB). This storage enables librarians to maintain an organized repository that supports resource discovery and management, often drawing from vendor-curated knowledge bases like those from EBSCO or Serials Solutions.^[50] License tracking is another core functionality, allowing ERM systems to record and monitor terms including perpetual access rights, interlibrary loan permissions, and usage restrictions, typically structured using standards like the ONIX for Publications Licenses (ONIX-PL) XML schema developed by NISO and EDItEUR. Automated alerts for renewals and expirations are integrated to notify administrators of upcoming deadlines, payment due dates, and checklist items, reducing the risk of service disruptions. Usage analytics dashboards aggregate and visualize data, often incorporating COUNTER-compliant statistics harvested via the SUSHI protocol to enable cost-per-use analysis and performance evaluation.^[50]^[51]^[52]^[53] Integration with other library systems enhances ERM efficiency through APIs that connect to integrated library systems (ILS), such as linking acquisition data to bibliographic records, and discovery services like Ex Libris Primo for seamless OpenURL-based access resolution. Support for interoperability standards like KBART (Knowledge Bases and Related Tools), a NISO recommended practice, facilitates the automated transfer of holdings metadata from providers to knowledge bases, improving accuracy in link resolvers and ERM platforms. The CORE standard further aids data exchange between ERM and ILS modules, while authentication systems integrate via protocols like SAML for secure single sign-on.^[50]^[31]^[54] Customization options in ERM systems include role-based access controls, which assign permissions to users such as acquisitions staff or technical support teams, ensuring data security and task-specific views. Reporting templates can be tailored to generate customized outputs for budgets, usage trends, or compliance audits, often exportable in formats like CSV or PDF. Workflow automation streamlines processes like vendor notifications for access issues or trial evaluations, using configurable rules to trigger actions and reduce manual intervention.^[50]

Challenges and Best Practices

Key Challenges

Electronic resource management (ERM) in libraries faces significant obstacles that complicate the acquisition, access, and maintenance of digital collections. These challenges span legal, technical, and operational domains, often exacerbated by the rapid evolution of digital publishing and varying institutional capacities. Despite historical standardization efforts, such as the NISO/DLF Electronic Resources Management Initiative (ERMI) launched in 2002 to define data elements for ERM systems, persistent inconsistencies hinder efficient management.^[55] Licensing complexities represent a primary barrier, with ambiguous terms in agreements frequently leading to disputes over usage rights and perpetual access. Vendors often employ varying practices in defining key concepts like "authorized users" and "perpetual access," which differ across publishers and require extensive negotiation to align with library needs.^[8] Enforcement issues further compound these problems, as libraries struggle to monitor compliance without direct control over end-user behavior. Since the implementation of the General Data Protection Regulation (GDPR) in May 2018, additional layers of complexity have arisen, mandating explicit consent and data protection clauses in licenses to safeguard user privacy, particularly for resources involving EU citizens or data transfers. Technical hurdles also impede effective ERM, including platform instability that disrupts 24/7 access expectations, with many systems failing to maintain the required 99% uptime during peak usage. Integration failures between ERM software, discovery tools, and institutional systems create fragmented workflows, while data silos isolate usage statistics and metadata, preventing holistic analysis. The volatility of resource URLs adds to access unreliability, despite the use of persistent identifiers like DOIs for stability, as electronic content frequently undergoes redesigns or migrations, rendering direct links obsolete and necessitating persistent identifiers for stability.^[8]^[56] Resource constraints intensify these issues, particularly the escalating costs of "big deals"—bundled publisher packages that force libraries to subscribe to entire collections rather than individual titles, straining budgets amid annual price increases outpacing inflation. Staffing shortages exacerbate the problem, as specialized skills for ERM are in short supply, with many libraries reporting inadequate training and personnel to handle complex digital workflows. Balancing transitions to open access models presents further dilemmas, as shifting from subscription-based "big deals" to hybrid or fully open systems involves navigating uncertain funding and content availability without guaranteed coverage.^[27]^[6]

Strategies and Best Practices

To optimize workflows in electronic resource management (ERM), libraries should implement structured checklists during the acquisition phase to ensure thorough evaluation and consistency. These checklists typically cover key criteria such as content relevance, technical compatibility, vendor reliability, and licensing terms, drawing from established guidelines that recommend involving cross-functional teams including acquisitions, technical services, and user representatives for comprehensive assessment.^[23] For instance, the International Federation of Library Associations and Institutions (IFLA) advocates for supplementary collection policies that address e-resource specifics like functionality trials and pricing models, helping to streamline decision-making and reduce errors in procurement.^[23] Complementing these tools, ongoing training programs for staff are essential to build expertise in ERM processes. The American Library Association (ALA) offers foundational courses on electronic resources acquisitions, focusing on product trials, licensing negotiations, and vendor relationships, which equip beginners with practical skills through self-paced modules and moderated discussions.^[57] Effective collaboration enhances ERM by leveraging collective strengths among libraries and vendors. Consortial bargaining allows institutions to pool resources for better negotiation outcomes, such as discounted pricing and broader access, with best practices including forming small, expert teams to define shared goals, prioritize resources via rubrics, and build interlibrary communication channels like shared digital tools.^[58] Vendor communication protocols further support this by promoting transparency and efficiency, such as using shared email aliases for inquiries, implementing email sorting rules to prioritize essential updates like invoices, and limiting site visits to biennial schedules to manage workload.^[59] To foster interoperability, libraries can adopt shared standards like OpenURL, a NISO syntax that enables context-sensitive linking between resources by routing user requests through institutional resolvers to identify accessible content based on subscriptions.^[60] Future-oriented practices in ERM emphasize proactive measures to anticipate and mitigate risks. Adopting artificial intelligence (AI) for usage prediction can transform decision-making by analyzing patron behavior to forecast resource demand, as demonstrated in machine learning models that proactively inform collection development and budgeting.^[61] Regular audits of vendor performance and contingency planning are critical, particularly in light of recent vendor instabilities that underscore the need for robust archiving strategies to ensure perpetual access.^[62] For example, following fiscal challenges faced by major distributors like Baker & Taylor, libraries are increasingly integrating preservation workflows, such as depositing content in trusted digital repositories, to safeguard against disruptions.^[63]

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Chapter 2. Components of E-resource Access | Zmau
The four basic components of e-resource access are search and discovery tools, knowledge management systems, linking systems, and authentication.Missing: setup procedures
[26]
Knowledge Bases And Related Tools (KBART) | NISO website
### Summary of KBART and Its Role in Access Management
[27]
Chapter 3. Overview of Common Issues and Symptoms | Zmau
Library science has tackled identifying trends in e-resource access disruptions from a number of vantage points. Many articles have focused on assessing errors ...
[28]
Electronic Resources Best Practices Guide | NC LIVE
Creating and maintaining an A-Z list will allow users to quickly and easily identify individual library resources relevant to their current information needs.Missing: support WCAG
[29]
Accessibility Policy for Library Electronic Resources
Whether or not they are fully compliant with WCAG 2.1 AA guidelines, resource providers are asked to provide MSU Library with a point-of-contact should they ...
[30]
The Basics of this New Rule | ALA Accessibility Resources for ...
Compliance deadlines for the new rules depend on the library's service area population as determined by the US Census. If the population your library serves ...
[31]
COUNTER Metrics: Home
The home page for COUNTER Metrics, the global standard for usage metrics created and trusted by librarians and publishers.
[32]
Page not found | NISO website
Insufficient relevant content.
[33]
[PDF] Contextualizing and Interpreting Cost per Use for Electronic Journals
Cost per use is a numerical value for assessing electronic subscriptions, plotted along axes to define high or low, and used in serials decisions.
[34]
Overlap Analysis - SPARC
Overlap analysis refers to when content is available from multiple sources, comparing titles and coverage dates to clarify resource uniqueness and similarities.
[35]
Benchmarking Usage Statistics in Collection Management ...
Apr 17, 2009 · The department felt the best way to incorporate usage statistics would be to attempt to use benchmarking as a tool for all electronic resources, ...Missing: peer institutions libraries
[36]
https://www.countermetrics.org/
[37]
Journal & database cancellation project fiscal year 2021
Cancellation decision criteria. These are the main criteria librarians are using to make cancellation decisions: User feedback; Cost; Annual increases; Recent ...
[38]
Providing Perpetual Access | Library Resources & Technical Services
Libraries also need to maintain their Portico subscriptions to continue PCA through Portico. LOCKSS can be used for perpetual access, but requires staff time to ...
[39]
https://sparcopen.org/our-work/negotiation-resources/data-analysis/overlap-analysis/
[40]
LOCKSS Program
The LOCKSS Program at Stanford Libraries provides open-source technologies and services for high-confidence, resilient, secure digital preservation.About · Join LOCKSS · How LOCKSS Works · ResourcesMissing: Portico | Show results with:Portico
[41]
Electronic Resource Management Systems and Related Products
The stated goal is to allow for flexible resource management, integrated into and defining a library's workflow and incorporated into the entire library ...
[42]
Electronic Resource Management for Libraries : Alma - Ex Libris
Alma electronic resource management is a flexible solution for simplified and streamlined management of print and digital collections.
[43]
Managing Electronic Resources Without Buying into the Library ...
Feb 17, 2020 · They lack tools important to academic libraries such as knowledge bases, link resolvers, and electronic resource management systems (ERMs).<|control11|><|separator|>
[44]
http://www.portico.org/digital-preservation/services/e-journal-preservation-service
[45]
Chapter 2: Elements of Electronic Resource Management | Anderson
The chapter discusses the knowledge base of resource information, management of acquisitions, collecting and saving administrative records, storing license ...
[46]
ONIX-PL Working Group | NISO website
### Summary of ONIX-PL for ERM, Features, Integration
[47]
https://exlibrisgroup.com/products/alma-library-services-platform/effective-management/
[48]
https://journal.code4lib.org/articles/14955
[49]
https://wiki.folio.org/display/RM/Resource+Management
[50]
Standards in electronic resource management - ASIS&T Digital Library
Nov 7, 2008 · ERM systems are currently able to specify license elements, such as the sharing of content with colleagues for scholarly use, using DLF ERMI ...
[51]
Best Practices and Standards for Accurate Bibliographic Descriptions
Mar 27, 2024 · Challenge 1: Resource volatility and impermanence. Unlike print materials with fixed content, electronic resources can change frequently or ...
[52]
Fundamentals of Electronic Resources Acquisitions | Core
This 4-week online course provides an overview of acquiring, providing access to, administering, supporting, and monitoring access to electronic resources.
[53]
[PDF] Processes and Strategies for Collaboratively Purchasing Electronic ...
Mar 28, 2017 · This article will describe the key processes and strategies the two campus libraries adopted to achieve this goal and recommended best practices ...<|separator|>
[54]
[PDF] Vendor Relations Strategies for Libraries - Purdue e-Pubs
The goal of creating these guidelines is to promote transparency, encourage understanding, and make optimal use of time and resources spent with vendor-library.Missing: protocols | Show results with:protocols
[55]
Why OpenURL? - D-Lib Magazine
This article looks at the evolution of linking technologies with a particular focus on OpenURL, now a NISO standard.
[56]
Using Predictive Analytics to Transform Library Decision Making
In this article, we demonstrate how you can develop and use machine learning algorithms and predictive analytics to proactively understand library behavior.
[57]
Integrating preservation into librarian workflows | Insights
May 23, 2023 · This article examines working models constructed to sustain perpetual access for their institutional communities.
[58]
Publisher Fiscal Issues Impacting Libraries: The Baker & Taylor ...
Oct 18, 2025 · The shift toward fewer, larger vendors also creates single points of failure in the library supply chain. If another major wholesaler encounters ...