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Prevailing & Best Practices in Electronic & Print Serials ManagementPublished by: Primary Research Group Published: Nov. 1, 2005 Table of ContentsINTRODUCTION & SUMMARY OF KEY FINDINGS USE OF SUBSCRIPTION AGENTS TRENDS IN SERIALS SPENDING BINDING OPEN ACCESS USAGE STATISTICS ELECTRONIC SERIALS TEXT LINKING TECHNOLOGY ALLOCATION OF THE SERIALS BUDGET ELECTRONIC SERIALS MANAGEMENT SOFTWARE STAFFING& DEPARTMENTAL ORGANIZATION POLICIES TOWARDS GIFT SUBSCRIPTIONS AND ACADEMIC EXCHANGES ACCESS PROBLEMS THE ROLE OF SUBSCRIPTION AGENTS IN HANDLING ELECTRONIC PERIODICALS SUBSCRIPTIONS NORTHWESTERN UNIVERSITY SUBSCRIPTION AGENTS AGENT FEES SERIALS SPENDING POLICES TOWARDS OPEN ACCESS BINDING SERIALS LINKING TECHNOLOGY JOURNAL USAGE STATISTICS ALLOCATION OF THE SERIALS BUDGET GIFT SUBSCRIPTIONS ACCESS ISSUES TROUBLESHOOTING ELECTRONIC SERIALS MANAGEMENT SOFTWARE PLANS FOR THE FUTURE SERIALS DEPARTMENT STAFF SIZE THE COLORADO SCHOOL OF MINES USE OF SUBSCRIPTION AGENTS TWO TIERED SUBSCRIPTION AGENT RATE STRUCTURE TROUBLESHOOTING ELECTRONIC ACCESS SERIALS BUDGET BINDING ALLOCATION OF THE SERIALS BUDGET GIFT SUBSCRIPTIONS /SUBSCRIPTION EXCHANGES LINKING TECHNOOGY SERIALS DEPARTMENT STAFF PLANS FOR THE FUTURE ADVICE FOR PEERS OHIO STATE UNIVERSITY ACCESS PROBLEMS PRINT VS ONLINE FUNDING FORMULAS DEPARTMENTAL ORGANIZATION PACE OF SPENDING USE OF SUBSCRIPITON AGENTS OPEN ACCESS LINK RESOLVER GIFT SUBSCRIPITONS DATABASE FREE TRIALS USAGE STATISTICS COLLECTION DECISIONS ELECTRONIC PERIODICALS MANAGEMENT SOFTWARE PLANS FOR THE FUTURE CARLETON COLLEGE USE OF SUBSCRIPTION AGENTS PERIODICALS CHECK IN BINDING PAYMENTS TO SUBSCRIPTION AGENTS MERGED COLLECTION WITH ST. OLAF COLLEGE LINKING TO ELECTRONIC JOURNAL TEXT SERIALS DIVISION MANAGEMENT PRINT VS ELECTRONIC POLICIES ON GIFT SUBSCRIPTIONS ADVICE FOR PEERS VILLANOVA UNIVERSITY USE OF SUBSCRIPTION AGENTS PRINT VS ELECTRONIC STAFFING PERIODICALS CHECK IN ASSURING ELECTRONIC ACCESS KEEPING TRACK OF THE ELECTRONIC JOURNALS EXPENDITURES BROKEN DOWN BY DEPARTMENT BINDING JOINT PURCHASES OPEN ACCESS GIFT SUBSCRIPTIONS BAYLOR UNIVERSITY GENERAL DESCRIPTION OF BAYLOR UNIVERSITY USE OF SUBSCRIPTION AGENTS TIME SAVINGS FROM GREATER UNIFORMITY IN SUBSCRIPTION RENEWALS GIFTS BUDGET ALLOCATION REACTION OF THE FACULTY TO THE NEW LIBRARY BUDGET REGIME LIBRARIAN ROAD SHOW PRINT VS ELECTRONIC ATTITUDE TOWARDS OPEN ACCESS BINDING ELECTRONIC SERIALS MANAGEMENT SOFTWARE SERIALS DEPARTMENT ORGANIZATION ADVICE FOR PEERS THE UNIVERSITY OF PENNSYLVANIA USE OF SUBSCRIPTION AGENTS PRINT VS ELECTRONIC ACCESS PROBLEMS OPEN ACCESS DEPOSITORY ELECTRONIC SERIALS MANAGEMENT SOFTWARE BUDGET TRENDS THE UNIVERSITY OF SAN FRANCISCO USE OF SUBSCRIPTION AGENTS USE OF CONSORTIUMS FOR ELECTRONIC JOURNALS ACCESS PROBLEMS FOR ELECTRONIC JOURNALS ALLOCATING THE SERIALS BUDGET BETWEEN PRINT AND ELECTROINC REACTION TO INCREASES IN JOURNAL PRICING BINDING SERIALS LINKING SOFTWARE ALLOCATING THE BUDGET TRENDS SOFTWARE FOR MANAGEMENT OF ELECTRONIC RESOURCES POLICIES ON GIFT SUBSCRIPTIONS STAFF ORGANIZATION PRINCETON UNIVERSITY SUBSCIPTION AGENTS OBTAINING OVERSEAS PERIODICALS USE OF SUBSCRIPTION AGENTS FOR ELECTRONIC FORMS OF JOURNALS ACCESS INTERRUPTION ISSUES SOFTWARE FOR ELECTRONIC JOURNAL COLLECTION MANAGEMENT ALLOCATING THE BUDGET GIFTS AND EXCHANGES OPEN ACCESS SERIAL LINKING SOFTWARE ADVICE FOR PEERS BINDING FUTURE PLANS EMBRY-RIDDLE AERONAUTICAL UNIVERSITY BASIC DESCRIPTION OF THE UNIVERSITY STAFF USE OF SUBSCRIPTION AGENTS ELECTRONIC JOURNALS BINDING ALLOCATION OF RESOURCES POLICY TOWARDS GIFT SUBSCRIPTIONS FREE TRIALS USAGE STATISTICS STAND ALONE SERIALS CONTROL THE UNIVERSITY OF NEBRASKA MEDICAL CENTER TRENDS IN SPENDING FOR PERIODICALS OPEN ACCESS USE OF SUBSCRIPTION AGENTS ACCESS PROBLEMS BINDING ALLOCATING THE SERIALS BUDGET BY ACADEMIC DEPARTMENT STAFF ORGANIZATION EFFICIENCY & WORK FLOW ADVICE FOR PEERS AbstractThis report looks closely at the electronic and print serials procurement and management practices of eleven libraries including: The University of Ohio, Villanova University; the Colorado School of Mines, Carleton College, Northwestern University; Baylor University, Princeton University, the University of Pennsylvania, the University of San Francisco, Embry-Riddle Aeronautical University and the University of Nebraska Medical Center.The report looks at both electronic and print serials and includes discussions of the following issues: selection and management of serials agents, including the negotiation of payment; allocating the serials budget by department; resolving access issues with publishers; use of consortiums in journal licensing; invoice reconciliation and payment; periodicals binding, claims, check in and management; serials department staff size and range of responsibilities; serials management software; use of open access archives and university depositories; policies on gift subscriptions, free trials and academic exchanges of publications; use of electronic serials/catalog linking technology; acquisition of usage statistics; cooperative arrangements with other local libraries and other issues in serials management. 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