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Stony Brook University

Stony Brook University Library Strategic Design 2015 - 2018, eResources & Serials


Electronic Resource Management and Serials & Continuations seeks to provide 1) processing of orders, invoices and credits to supply administrators with accurate and timely financial data to assist them in the management of the institution’s resources. 2) Seamless access to electronic, print and print plus online subscriptions through the libraries catalog, discovery layer and A to Z listing.


Acquire, coordinate and support seamless global access to scholarly print and electronic resources while underpinning the mission of Stony Brook Libraries and Stony Brook University.

Guiding Principles with Goals

Promote Academic Engagement

Provide input to support the efforts of library faculty and staff in their promotion of academic engagement by creating internal LibGuides.

  • Create an internal LibGuide with step by step instructions on troubleshooting initial e-resources issues.

Provide collective expertise for seamless access to all materials in various formats to support the learning process and cultivate academic excellence.

  • Implement best practices for managing electronic resources using TERMS (Techniques for Electronic Resource Management)
  • Work with Collection Development to create basic guidelines when making selection decisions for print, print plus online and online only content.


Build, Preserve and Provide Access to Rich and Diverse Collections

Develop project management expertise in order to implement projects that respond to users and support emerging technology and data needs.

  • Investigate project management software to organize and manage the lifecycle of electronic resources.

Create, develop and implement uniform policies and procedures for continuing resources to ensure availability, accuracy and integrity of the collections across all Stony Brook University libraries.

  • Develop uniform policies and procedures working with all stakeholders involved in the renewals, acquisitions, implementation and cancelations of all print and electronic resources.
  • Plan meetings with Lead Selectors and Subject Liaisons to develop guidelines and considerations for the selection, cancelation and management of electronic resources for their specific subject areas.  

Maintain accuracy in the library collections' lifecycle by anticipating the constantly evolving publication models and technologies of the academic publishing world. 

  • Subscribe to email notifications from publishers and vendors about new products and and releases of technologies. Follow up with conversations regarding these new products and technologies.

Participate and contribute to the planning of a new library management system, providing expertise in the areas of acquisitions, serials cataloging and continuing resource management allowing seamless access to the collections.

  • Participate in the SUNY Learning Commons "Next Gen" group to learn about considerations for the next library management system for SUNY. 
  • Plan informational meetings with Library Technology for updates on the next library management system. Share ideas and considerations with Library Technology.


Develop Responsive Library Spaces for Diverse Communities

Cultivate a merged collaborative workspace for ERMS/Serials & Continuations that provides an environment devoid of distractions and fosters concentration, communication and creativity. 

  • Merge ERMS/Serials & Continuations into one unified office space in Melville library to promote collaboration.

Maintain a virtual learning space that supports distance learning communities, research and curricula initiatives by providing seamless access to online content by eliminating gaps between publishers, aggregators and subscription agents. 

  • Implement more efficient and proactive workflows to facilitate seamless access to the libraries resources using TERMS (Techniques for Electronic Resource Management).


Foster an Innovative Culture of Learning and Assessment

Create a learning environment where an exchange of ideas is encouraged and fostered so that cross-training provides a new skill set for each member of ERMS/Serials & Continuations. 

  • Create one unified office space to facilitate cross-training and reorganization of workloads for ERMS/Serials & Continuations departments.

Foster staff knowledge by providing access to webinars and encouraging attendance at national or regional conferences to increase creativity, skill sets and workflows.

  • Encourage staff to attend webinars and workshops to improve their skill sets using EBSCO FullTextFinder, RDA for Serials cataloging and Google Drive. Encourage staff to attend regional and/or national library conferences to provide exposure to best practices in managing library resources.  

Collaborate with Library Information Technology to develop strategies and create more efficient workflows in Aleph Cataloging and Acquisitions/Serials modules. 

  • Plan meetings with Library Information Technology so that ERMS/Serials can contribute to the development of reports and recommend solutions to problems or issues in Aleph.