2.1 Economic Context of Selection
Pricing Structures and Consortial Purchasing	ICOLC	Statement of Current Perspective and Preferred Practices for the Selection and Purchase of Electronic Information <http://www.library.yale.edu/consortia/statement.html>
Publishing Initiatives
General Resources	ARL	Office of Scholarly Communcation <www.arl.org/scomm>; Tempe Principles for Emerging Systems of Scholarly Publishing <http://www.arl.org/scomm/tempe.html>; SPARC <www.arl.org/sparc>; Create Change <www.createchange.org>; Declaring Independence <www.arl.org/sparc/DI>
E-print/e-publishing initiatives	California Digital Library	e-scholarship <http://escholarship.cdlib.org/>
	LANL	Los Alamos Physics Preprint Database <http://arxiv.org>
	NIH	PubMed Central <www.pubmedcentral.nih.gov>
	Open Archives	Open Archives Initiative <www.openarchives.org>
Publishing initiatives	Big 12 Plus Consortium	BioOne <http://www.bioone.org>
	Columbia	CIAO (Columbia International Affairs Online) <http://www.ciaonet.org/>; Columbia Earthscape <http://www.earthscape.org>
	Cornell	Project Euclid <http://library6.library.cornell.edu/project/index.html>
	Johns Hopkins	Project Muse <http://muse.jhu.edu>
	Stanford	Highwire Press <http://highwire.stanford.edu>

2.2 Selection Policies and Strategic Plans	California Digital Library	CDL Collection Framework <http://www.cdlib.org/libstaff/sharedcoll/docs/framework.pdf>; CDC Principles for Acquiring and Licensing Information in Digital Formats <http://sunsite.berkeley.edu/Info/principles.html>; Joint Steering Committee Criteria for Priority Selection <http://www.cdlib.org/libstaff/sharedcoll/jsc/PriorityPoints.rtf>; Tiered Approach for Access to Purchased Electronic Content <http://www.cdlib.org/libstaff/sharedcoll/docs/tiers.rtf>
	Library of Congress	Collections Policy Statements: Electronic Resources <http://lcweb.loc.gov/acq/devpol/electron.html>
	MIT	Toward a Networked Resources Policy <http://macfadden.mit.edu:9500/networked/policy.html>
	Texas	General Libraries Digital Library Collection Development Framework; <http://www.lib.utexas.edu/cird/Policies/Subjects/framework.html>; General Libraries Electronic Journal Strategy <http://www.lib.utexas.edu/cird/ejournalstrategy.html>
	USC	University of Southern California Library Collection Development Policy Statement for Information in Electronic Formats. <http://academic.uofs.edu/organization/codes/uscl.html>
	Washington	Selection Guidelines for Internet Resources <http://staffweb.lib.washington.edu/irc/policies/internetselguide.htm>
Evaluation Checklists	California Digital Library	Database Selection Criteria <http://www.cdlib.org/libstaff/system_services/tswg/database_selection_criteria.rtf>; Resource Selection/Evaluation Criteria <http://www.cdlib.org/libstaff/system_services/tswg/Database_Selection_Criteria_v4.rtf>
	Penn State	Evaluating Electronic Resources <http://www.libraries.psu.edu/crsweb/select/manual/guide.htm>
	Yale	Examining Networked Resources (includes checklists for Content, Presentation, Technical, Licensing and Business Arrangements, and Service Impacts) <http://www.library.yale.edu/ecollections/ereschecklist.pdf>
Strategic Plans	California Digital Library	CDL Mission and Strategic Goals; <http://www.cdlib.org/about/planning/mission.html>
	Carnegie Mellon	Digital Library Plan, 2000-2007 <http://www.library.cmu.edu/Libraries/digitallibrary.pdf>
	Cornell	Cornell University Library Digital Futures Plan: July 2000 to June 2002 <http://www.library.cornell.edu/staffweb/CULDigitalFuturesPlan.html>
Strategic Plans (continued)	Illinois	University of Illinois Library Electronic Collections Plan (November 2000)
	Library of Congress	LC21: A Digital Strategy for the Library of Congress. <http://books.nap.edu/books/0309071445/html/1.html>
	Virginia	Building the Library of Tomorrow <http://staff.lib.virginia.edu/LofT/>
2. 3 Institutional Finance and Organization
Funding/Budgeting Strategies	California Digital Library	Sharing Costs of Electronic Resources Among UC Campuses <http://www.cdlib.org/libstaff/sharedcoll/toolkit/costshareweb.PDF>
	MIT	Guiding Principles for Use of Central Networked Resources Fund <http://libraries.mit.edu/notice/netwguide.htm>
	Yale	Central Fund for Multi-disciplinary Digital Resources (brief principles document for use of central fund); <http://www.library.yale.edu/ecollections/Central%20Fund.html>
Committee Structures	California Digital Library
	Cornell	Database Review Committee <http://www.englib.cornell.edu/cul/a2i/drc/default.html>; Electronic Resources Committee <http://www.library.cornell.edu/staffweb/ERC/ERC.html>
	Harvard	Committee on Electronic Reference Service <http://hul.harvard.edu/cmtes/ulc/coers>
	Michigan	Selection Structure (includes E-Team; Core Resources Team, Subject teams) <http://www.lib.umich.edu/libhome/staff/eresources/structure.htm>
	MIT	NERD (Networked Electronic Resources Discussion Group)
	Stanford	DLF Forum presentation from April 2000; (discusses committee structure, including Access to Information Committee; Resource Groups for Humanities, Social Science/Gov. Publications, Science and Engineering which deal with content and data appropriate to those areas.) <http://www.diglib.org/forums/spr2000/stanford/index.htm>
	Yale	CoDGer (Committee for Digital General Resources) <http://www.library.yale.edu/CDC/public/subcommittees/codger/>
Selection roles
E-resource coordinators	Harvard	Coordinator for Digital Acquisitions (Ivy Anderson)
	MIT	Assistant Acquisitions Librarians for Digital Resources (Ellen Durancea)
	Stanford	Digital Library Program Officer (Paul Zarins)
Resource-specific coordination/stewardship	California Digital Library	Resource Liaisons <http://www.cdlib.org/libstaff/sharedcoll/liaisons/> (page includes Charge); <http://www.cdlib.org/libstaff/sharedcoll/liaisons/charge.rtf>; Resource Liaisons and Usage Statistics) <http://www.cdlib.org/libstaff/sharedcoll/liaisons/UsageStatistics_Goals.rtf>
	Harvard	Resource Stewardship Program <http://hul.harvard.edu/digacq/stewards.html>; Responsibilities of Stewards and Coordinators; <http://hul.harvard.edu/cmtes/ulc/coers/stewards_coordinators.htm>; Stewards’ Checklist <http://hul.harvard.edu/cmtes/ulc/coers/checklist.htm>
	MIT	Product Sponsor (see Partnership between Product Sponsor and Assistant Acquisitions Librarian for Digital Resources) <http://macfadden.mit.edu:9500/networked/partnership.html>
	Yale	Contact Information for Electronic Resources Licensed by Yale University Library <http://www.library.yale.edu/ecollections/contactinfo.html>
2.4 Internal Procedures for Evaluation and Purchase
e-Purchase Procedures	California Digital Library	CDL Acquisitions Procedures (rev. 1/5/2000); <http://www.cdlib.org/libstaff/sharedcoll/docs/acquisitions_proc.rtf>; Tier 2 Acquisitions Procedures <http://www.cdlib.org/libstaff/sharedcoll/toolkit/cdltier2.rtf>
	Michigan	Checklist for acquisition of e-resources <http://www.lib.umich.edu/libhome/staff/eresources/checklist.html>
	MIT	Workflow Document (June 1998; updated 7/99) <http://macfadden.mit.edu:9500/networked/erescat.htm>; Vera Procedures for Subject Specialists <http://macfadden.mit.edu:9500/webgroup/vera/procedures.html>; Process Map <http://macfadden.mit.edu:9500/networked/webmap.pdf>

e-Purchase Procedures (continued)	Penn State	Adding Electronic Resources <http://www.libraries.psu.edu/crsweb/select/manual/guide2.htm>
	Yale	Timeline for Selection of Electronic Resources <http://www.library.yale.edu/ecollections/timeline.html>; Electronic Resource Evaluation Checklists <http://www.library.yale.edu/ecollections/ereschecklist.pdf>
e-Purchase Forms	Cornell	Networked Electronic Resource Form <http://www.library.cornell.edu/voyager/Order/netrescatform.html>
	Harvard	Nomination form (Hollis Resource Acquisition Request) <http://hul.harvard.edu/digacq/nomination.html>
	Michigan	E-Resources Processing Forms (includes Order/Cataloging form, Cataloging Only form and FAQ) <http://www.lib.umich.edu/libhome/staff/eresources/eresources_processing.htm>
	MIT	New Electronic Resources: Proposal for Purchase <http://macfadden.mit.edu:9500/networked/suggestedres.html>; Digital Resources Change Report Form <http://macfadden.mit.edu:9500/networked/urlreportform.htm>
	Texas	E-journal addition request/order form <http://staff.lib.utexas.edu/divisions/cird/Credits/serialorder.html>
	Yale	E-resources order form for SML Selectors <http://www.library.yale.edu/ecollections/SMLeorders.pdf>
Vendor information pages	California Digital Library	CDL Content Provider Information Resource Page; includes Proposal Guidelines for Producers of Electronic Products. <http://www.cdlib.org/about/publisher_info_pub/>
	Harvard	Instructions for vendors; includes Licensing Electronic Resources at Harvard University; Instructions for vendors (pdf); Technical questionnaire and ip ranges. <http://hul.harvard.edu/digacq/vendors.html>
	Penn State	Internal pages listing IP ranges, etc.
Status Pages	California Digital Library	CDL “In Process” Collections (public and passworded update documents)
	CIC	CIC Agreement Tracking Status Page <http://www.cic.uiuc.edu/cli/contracts/statpage.html>and CIC Contract Tracking Homepage <http://www.cic.uiuc.edu/cli/contracts/index.html>

Status Pages (continued)	Texas	Collection Development and Management Group (CDMG) maintains a Potential Purchases page <http://staff.lib.utexas.edu/~dillon/databases.html>; License Tracker shows status through UT system <http://pcl-a382.lib.utexas.edu/OnlineServices/search.html>; License agreements; outline of license process. <http://staff.lib.utexas.edu/divisions/dlsd/dls/process/index.html>
Staff only trial pages	Harvard	Resources Under Consideration and on Trial (staff only); Prospective Hollis Resources
	MIT	Networked Resources Page (has links to trials page and information on NERL and NELINET deals) <http://macfadden.mit.edu:9500/networked/>
Public trial pages	Emory	Trial Database option listed on gateway database list <http://www.library.emory.edu/IG/demodb.html>
	Indiana	Experimental Projects: Trials and Demos (public) <http://www.indiana.edu/~libcodev/trials.html>
	Penn State
	Many (e.g.Texas, Yale, etc.)	Includes test databases in public e-resource lists.
2.5 Licensing Issues and Practices
Model Licenses and Guidelines	CLIR	Liblicense website <http://www.library.yale.edu/~llicense/>; CLIR/DLF Draft Model License <http://www.library.yale.edu/~llicense/modlic.shtml>
	ARL	Licensing Issues page <http://www.arl.org/scomm/licensing/index.html>; Principles for Licensing Electronic Resources <http://www.arl.org/scomm/licensing/principles.html>
	ICOLC	Statement of Current Perspective and Preferred Practices for the Selection and Purchase of Electronic Information <http://www.library.yale.edu/consortia/statement.html>
	California Digital Library	CDL Model License <http://www.cdlib.org/libstaff/sharedcoll/toolkit/CDLModelLicense1-12-00.rtf>; Checklist of Points to be Addressed in a CDL License Agreement <http://www.cdlib.org/libstaff/sharedcoll/docs/checklist.pdf>
Model Licenses and Guidelines (continued)	CIC	Standardized Agreement Language (Rev. May 17, 2000) <http://www.cic.uiuc.edu/cli/contracts/standardized_agreement_language.htm>
	Harvard	Guidelines for Licensing Electronic Resources at Harvard University (staff only – password controlled)
Model Licenses and Guidelines (continued)	Washington	Information Resources Council Task Force on Electronic Information Acquisition and Licensing: Draft Principles, Guidelines and Checklists (An example of a policy still in process of discussion) <http://staffweb.lib.washington.edu/irc/comm-taskforces/tf_licensing_checklists.html>
License Term Communication
General Disclaimers	MIT	E-journal and database browse pages have this header statement: “Use of many of these resources is governed by license agreements which restrict use to the MIT community and to individuals who use the MIT Libraries’ facilities. It is the responsibility of each user to ensure that he or she uses these products only for individual, noncommercial use without systematically downloading, distributing, or retaining substantial portions of information.” <http://libraries.mit.edu/vera>
Intermediate Pages	Washington	Web of Science page <http://www.lib.washington.edu/databases/isi/wos.html>; Lexis-Nexis Academic Universe page <http://www.lib.washington.edu/databases/LexisNexis/>
Key/excerpted terms to staff/users	California Digital Library	E-Journal ILL List <http://www.cdlib.org/libstaff/sharedcoll/liaisons/E-Journal_ILL.html>
	MIT	Has “Ill: resources that allow interlibrary loan” with specifics <http://libraries.mit.edu/verareports>
	VIVA	ILL Provisions in VIVA’s contracts for Full Text Resources <http://www.gmu.edu/library/fen/viva/illcontr.html>
	Yale	Electronic Database and Journal Licensing Information by Vendor (shows copy, download ILL, coursepack, etc. permissions) <<http://www.library.yale.edu/journals/licensing.html>
Link to license text or images	California Digital Library	CDL Redacted License Agreements <http://libnet.ucsd.edu/cdl/licenses.html>
	MIT	Public lists of databases and e-journals (see http://www.libraries.mit.edu/vera) contain an “L” icon when license terms are available. Also provides “License Agreements (links to licenses we have scanned)” for staff.
2.6 Web Presentation Strategies
General	Penn	Communities of Interest as organizing principle/idea; prioritized lists of e-resources by community. (See DLF Forum Presentation: “Let’s Get Together; Or, How to Integrate Library Resources so Our Users Can Find Them”) <http://www.diglib.org/forums/fall00/ockerbloom.htm>
Personalization (“My Gateway”)	California Digital Library	MyLibrary@CDL Release Notes <http://www.cdlib.org/libstaff/july2000/mylibrary/>
	Cornell	MyLibrary@Cornell (no access without Cornell authorization) <MyLibrary@Cornell>
	N.C. State	MyLibrary@NCState <MyLibrary@NCState>
	Washington	Why use My gateway? (includes link to temporary guest account option) <http://www.lib.washington.edu/resource/help/MyGateway.html>; My UW <http://myuw.washington.edu/>; About My UW. <http://myuw.washington.edu/about.html>
Aggregator Content Listings		Aggregator contents represented in online catalog or web gateway lists
	Yale	JAKE (Jointly Administered Knowledge Environment); customizable for various local environments <http://jake.med.yale.edu/docs/about.html>; Jake2marc (utility for generating marc records from the JAKE database) <http://www.lib.sfu.ca/kiosk/mjordan/jake/>
	Various	Incorporation of vendor MARC records (e.g. Bell & Howell’s program) or alternate record sets (e.g. the Bryn Mawr/Haverford set for Academic Universe)
E-journal links to A & I Services	PubMed	LinkOut function. <http://www.ncbi.nlm.nih.gov/entrez/query/static/linkoutoverview.html#Libraries>
	DLF	NISO/DLF/CrossRef Workshop on Localization in Reference Linking Meeting Report <http://www.niso.org/CNRI-mtg.html>
Metadata Harvesting and Open Archives Initiative	ARL	The Case for Creating a Scholars Portal to the Web: A White Paper (Jerry Campbell) <http://arl.cni.org/newsltr/211/portal.html>

Metadata Harvesting and Open Archives Initiative (continued)	DLF	The Open Archives Initiative and Digital Libraries <http://www.diglib.org/architectures/mdharvest.htm>; A New Approach to Finding Research Materials on the Web <http://www.diglib.org/architectures/vision.htm>; DLF evaluation of the Open Archives Initiative <http://www.diglib.org/architectures/testbedpv.htm>
2.7 User Support
General	MIT	Support for End-users of Libraries’ Networked Resources
	Washington	Known Issues and Bugs <http://www.lib.washington.edu/help/knownissues/>; Connecting to the Libraries <http://www.lib.washington.edu/help/connect.html>; Proxy Server Wizard (includes link to browser compatibility test page) <http://www.lib.washington.edu/asp/browser/proxy.asp>
Escalation/triage paths	California Digital Library	Problem triage chart under discussion
	Cornell	Library Gateway User Support Procedures Outline <http://www.people.cornell.edu/pages/hlm7/GWSupportOutline.htm>; Library Gateway Standard Responses <http://www.people.cornell.edu/pages/hlm7/GWStandardResponses.htm>
	MIT	Vendor Contact Information for Tech Support (provides internal “escalation path” plus vendor contact details.) <http://creek.mit.edu:591/mitlibweb/FMPro?-db=Resource.fp3&-lay=web&-format=vendorlist.htm&-view>
	Penn State	Contact page for librarians and staff.
2.8 Ongoing Evaluation and Usage Information	ICOLC	Guidelines for Statistical Measures of Usage of Web-based Indexed, Abstracted, and Full Text Resources, (Nov. 1998) <http://www.library.yale.edu/consortia/webstats.html>
	ARL	Measures for Electronic Resources (E-Metrics) <http://www.arl.org/stats/newmeas/emetrics/>
	ARL	ARL E-metrics Project: Developing Statistics and Performance Measures to Describe Electronic Information Services and Resources for ARL Libraries (Jeff Shim, Chuck McClure, John Bertot, et al., Nov. 2000) <http://www.arl.org/stats/newmeas/emetrics/phaseone.pdf>
	CLIR	White Paper on Electronic Journal Usage Statistics (Judy Luther, Oct. 2000) <http://www.clir.org/pubs/reports/pub94/contents.html>
	California Digital Library	CDL Statistics (much is password protected) <http://www.cdlib.org/libstaff/stats>
	Harvard	HOLLIS and HOLLIS Plus Statistics <http://hul.harvard.edu/ois/services/reporting/rptstats.html>
	Penn	(need citation and link here)
Planned/cyclic reviews prior to renewal	California Digital Library	CDL Contract Renewal Dates <http://www.cdlib.org/libstaff/sharedcoll/liaisons/Renewal_dates.html>
	Harvard	Re-evaluation of Digital Resources <http://hul.harvard.edu/cmtes/ulc/coers/Re-evaluation1.htm>
2.9 Preservation and Archiving	CLIR and DLF	Minimum Criteria for an Archival Respository of Digital Scholarly Journals. <http://www.diglib.org/preserve/criteriapv.htm>
		A Framework for Sharing Digital Preservation Practice. <http://www.diglib.org/preserve/pracsharepv.htm>
	CURL (Consortium of University and Research Libraries)	CEDARS Project (CURL Exemplars in Digital Archives) <http://www.leeds.ac.uk/cedars/>
	Cornell	Project PRISM (Preservation, Reliability, Interoperability, Security, and Metadata) <http://www.library.cornell.edu/preservation/prism.html>
	Michigan and Leeds	CAMiLEON (Creative Archiving at Michigan and Leeds: Emulating the Old on the New) Project. <http://129.11.152.25/CAMiLEON/>
	National Library of Australia	Preservation Metadata for Digital Collections. Exposure Draft, 2000. <http://www.nla.gov.au/preserve/pmeta.html>
	NEDLib (Networked European Deposit Library)	Metadata for Long Term Preservation, 2000. <http://www.kb.nl/coop/nedlib/results/preservationmetadata.pdf> An Experiment in Using Emulation to Preserve Digital Publications. (Jeff Rothenberg, April 2000) <http://www.kb.nl/coop/nedlib/results/emulationpreservationreport.pdf>
	Stanford	LOCKSS (Lots of Copies Keep Stuff Safe) <http://lockss.stanford.edu/>

2.10 Toward Integrated Systems for Managing Electronic Resources

System Comparison Chart

Appendix B; includes output/functions and data elements