sherif Proquest Enhancement Group
17th
June 2021. 13:00-16:00
Microsoft
Teams
Minutes
·
Sherif
member libraries
o
Adam
Edwards – Middlesex University London (Chair)
o
Amanda
Quimby - University of Birmingham
o
Michelle Perrott – University of Northampton
o
Rachel
Scott – University of Reading
o
Sarah
Davies – University of Nottingham (Minutes)
o
Sarah
Lowe - University of Brighton
o Wendy Mears –
Open University
·
Proquest/ExLibris
o
Jed
Gilmore - VP Customer Experience
o
Cristina
Blanca-Sancho - Director of Product Management
o
Rebecca
Ursell - Director Customer Experience EMEA
o
Scott
McCarthy – Director Technology
o
Alexandra
Follett – Software Sales Manager, UKI
·
Wendy
Mears; Gavin Brindley
·
Claire
Grace – Open University (item 7)
·
What
are the implications for the continuation of either RefWorks or EndNote?
Does Clarivate see them as contrasting or competing products (particularly
given that the JISC RefWorks deal expires this year)?
·
Will
there be staffing implications for ProQuest? Will their customer support
address change and be managed via Clarivate?
Official
response passed on by Jed Gilmore:
Please refer to the Press Release linked from
about.proquest.com.
·
Legal restrictions require that Clarivate and ProQuest
operate as separate, independent businesses until the purchase is signed and
closed. We expect that sometime in Q3. We do understand that Clarivate’s
current intention is to continue to offer both products to the market so that
our customers will be able to use the tools that they feel comfortable
using. In the future, and following
closing, Clarivate may consider integrating EndNote and RefWorks, to harness the
best parts of each product, but nothing has been decided at this point.
·
For the same reasons already noted, ProQuest and
Clarivate have not discussed plans for staffing or any changes to customer
support. However, Clarivate confirmed, “We will continue to provide the
exceptional quality, client service, and support customers expect from us.”
·
Currently
the two systems are not compatible. Our
users are unable to import the full text of references stored within an EndNote
Library. The SFX OpenURL is, as it offers XML responses through REST. There is an idea on Ideas Exchange but Clarivate advise they need Ex Libris
to develop something their end to make it work.
·
Is
there any way this could be developed as we get a lot of queries from our
users?
Jed Gilmore
confirmed this is on Proquest’s list of topics to discuss with Clarivate. No
timeline available.
·
The
description in Google for an institution’s instance of Primo is ‘No information is available for this page’ which is not
editable by customers. As with most institutions they have rebranded the
name of their Primo (For University of Birmingham we call ours FindIt@Bham).
·
Please
could Ex Libris add a description as it would not only help with describing
what the result is but also with search rankings?
Scott McCarthy confirmed
this can be configured in the Ex Libris Google console. Noted that this affects
all sites. Jed Gilmore advised opening a support ticket to track this. Action: Amanda Quimby.
·
The
OU has tested all sorts of purchasing models over the years, having been an
early adopter of ebooks (for obvious reasons). We have found that
‘evidence based’ purchasing provides the greatest return on investment.
It appears that some aggregators are allowing their services to be used as an
‘evidence base’ for publishers, with which to determine the value of their
ebook content and thereby the preferred licensing model to use in future so
that the publisher receives maximum income.
·
If
a publisher places content into an aggregated collection with a view to
building usage data then removing it and asking licensees to purchase it
separately, we need to know upfront. The evidence of the usage data
assists our purchasing decisions too but NOT our budgeting if it is done
without our knowledge.
·
We
have been told that the Elsevier titles were added ‘in error’. Could we
seek assurance that this will not be allowed to happen in future?
Claire
Grace outlined the issue resulting in the loss of £50K of well used content,
including a £20k encyclopaedia. Need for transparency and understanding of how
the error occurred. Also June date is not a good time in the financial year for
unbudgeted additional purchases.
Rebecca
Ursell – Proquest and Elsevier are both convinced this was human error (at
contract level not technical issue at the point of ingress). Both parties
looking at their processes so that it doesn’t happen again. This is the second
occasion in 10 years that something like this has happened, lessons have been
learnt and measures put in place to prevent a recurrence.
Action
Rebecca Ursell:
investigate the Taylor & Francis instance and revisit the June date for
removals. August proposed instead of June.
·
Helen
is now standing down from her place on the group and so a replacement is
required. Action Adam Edwards to
advertise this in the new year. [Done
but no applicants]
Action Adam Edwards to try again [will do so in September
2021 to avoid holiday period]
·
When are Proquest going to update Summon to APA 7th please? Response Robert Bley: Custom citation styles will be
addressed in (summer?) 2021, although trying to do APA sooner. Await more news
Jan/Feb 2021. Action: ExLibris
Update Jed Gilmore: Confirmed APA 6th and 7th are now available
through Summon. Complete.
·
Dedicated process for requesting titles
as ebooks that are currently only available as print:
E.g. request form / page on Oasis or a dedicated email for requests,
available to anyone with a Proquest or Oasis login. Response Rebecca Ursell: Liaised with Coutts. Sought clarification; If the form is
in Oasis as well as eBook Central, is the request to make an ebook available on
other platforms too? Agreement from the Group that improved ability to track
progress to support academic liaison is desirable. Action Louise Koch: post
on Ideas Exchange.
Update Rebecca Ursell: confirmed that this is on Ideas Exchange. Complete.
·
Requesting
official contract for a new resource, particularly multi-year agreements –
University of Birmingham: No timeframe yet but will get into
development process. Action:
Proquest. Update Jed Gilmore:
Proquest does not use a
contract management system. Works at order level; no concept of an
institutional portfolio. However, can do this manually on request. Agreement in
Group that it would be useful to have a view of everything an institution
subscribes to. Action Amanda Quimby: post on Ideas Exchange.
Update
Amanda Quimby: Unclear
where such feedback should go, as it’s not a product question. Action Jed Gilmore: Will
talk to the Customer Services group again.
·
Proquest
eBook and Franchised partners – Middlesex University: Update Rebecca Ursell: Outlined a new form defining authorised users and the circumstances
under which institutions can give access to subscribed content. Confirmation
checklist to ensure students meet criteria. Includes a section approved by
Proquest lawyers around access conditions. Is the form clear and does it
capture the pertinent points? Action Adam Edwards: Share form and
provide feedback by 15th January 2021 [Form shared 5.1.21]
Update Rebecca Ursell: Answer relates
only to the PowerBooks licensing model and not other products (e.g. perpetual
purchases). Developed a form that goes through various scenarios. Criteria
checklist determines whether partner students can be considered ‘your’ students
and therefore authorised users. Lawyers say that if the student isn’t located
in the main country of the campus, some overseas areas will require an Office
of Foreign Assets Control (USA Government) check[1].
If partner students are not authorised
users, talk to your book sales specialist to see if there’s another way they
can be given access. May always have to be a case-by-case decision. Documentation
around the process remains internal because of the level of detail. Nothing to
share publicly yet. Gratitude expressed for the clarification. Complete.
Deduping Academic Complete – University
of Nottingham: Also thinks there are workflows they can
help with to make process less cumbersome. Take offline. Action Rebecca Ursell/Sarah Davies. Update
Rebecca
Ursell: Colleague
Louisa has been in touch with Jenny Hill, Acquisitions Librarian at Nottingham.
Carry action
forward to June 2021 meeting.
Update Rebecca Ursell: meetings with Jenny Hill and Digital Library Support Team
at Nottingham. Update
Sarah Davies (after the meeting): Deduping
has taken a back seat until the completion of the Rialto implementation. A
recent EbookCentral Auto-holdings Integration meeting highlighted that UoN good
quality records for individual e-book purchases would be overwritten with
inferior CZ records. The issue of duplicates within the system is seen as being
secondary to the more important issue of record quality.
·
Community
Zone updates area – University of Nottingham:
Log this as a
bug in Saleforce. Action Sarah Davies Update
Sarah Davies: Case has only recently been raised. Carry action forward to June 2021 meeting.
Complete.
·
O’Reilly
ebooks collection – Open University (Wendy):
Advised to send
examples to O’Reilly Support. Proquest interested in seeing extent of the
problem. Rebecca taking granularity issue back. Action Rebecca Ursell.
Update Wendy Mears: No further issues but won’t be promoting this product.
Impermanence of the content makes it unsuitable for OU’s purposes. Action
Proquest: Feedback to O’Reilly
Action Claire Grace to update Wendy Mears on developments
since the last meeting.
14 ProQuest and ExLibris
updates
15 AOB - None
16
Date of next meeting: December 2021 – online