2013 Charleston Conference

In June 2013, the University of British Columbia Library completed a 6-month project that involved the audit and analysis of over 700 licensing documents. Long overdue and the result of nearly a year of planning, the project brought about the successful implementation of an electronic resource management system, Serials Solutions 360 Resource Manager, and the reorganization of the UBC public-facing license permissions database.

This session follows the evolution of the project from its inception through to its conclusion, and emphasizes the influence of the changing copyright environment in Canada and institutional perceptions of risk, the importance of project management, data standards, and an iterative approach to what is a fundamentally complex process. Highlights of the session will include an overview of changes in licensing workflows and policies, distinctions between the resource manager and our public permissions database, the benefits of a full-scale reanalysis project, and methods for collaborating and communicating with stakeholders.

The objective of the session is to impart strategies for creating a sustainable licensing infrastructure for electronic resource management and communication of resource permissions and restrictions to faculty, staff, and students. This session is a must for library staff looking to implement or maximize the value of their ERM, and effectively manage permissions granted under their current licenses.

This session will include a brief survey of attendees on their licensing practices and the tools they employ, and will incorporate directed group discussion throughout the presentation. Attendees will leave with concrete examples of the key documents required to start similar projects of license analysis and organization.

Attendees can expect to learn how UBC uses Serials Solutions 360 Resource Manager alongside an in-house public permissions database, and how our approach to planning and executing the reanalysis project has created an adaptable and forward-thinking practice for license management.