May 23, 2022

New Book (OA Version): “Techniques for Electronic Resource Management: TERMS and the Transition to Open”

The book (233 pages; PDF) linked to below (open access version) was published on the Portland St. University repository today. A softcover version is available from ALA Editions.


Techniques for Electronic Resource Management: TERMS and the Transition to Open


Jill Emery
Portland State University

Graham Stone

Peter McCracken
Cornell University


PDF version via PDX Scholar (Portland State University Repository)

Softcover Version via ALA Editions

From the PDX Scholar Description 

Growing Open Access (OA) options, Big Deal price pressure, fluid e-book purchasing models, and the need for ongoing assessment: it all adds up to a lot of moving parts. More than ever, you need a pragmatic framework for managing the many details of your online materials. TERMS—Techniques for Electronic Resource Management Systems—gave you one. Now its creators, incorporating five years of notes and input from many voices in the field, have updated their influential lifecycle model. In six sections you will circle through selection, procurement and licensing, implementation, troubleshooting, evaluation, and preservation and sustainability. Offering targeted guidance on both basic and complex issues, this book’s topics include

  • ways to fold OA management into traditional library practice;
  • accommodating the range of new purchasing models;
  • the relative weight of 13 factors when negotiating with vendors;
  • understanding deal-breakers and knowing when to walk away;
  • assessment after COUNTER 5 and bibliometrics;
  • criteria for making decisions on preservation and sustainability;
  • managing streaming media; and
  • six major developments to watch as the field evolves.

Whether a single team manages electronic resources or responsibility is spread across your library, this book will be your go-to ERM reference.

Direct to Full Text Book 
233 pages; PDF.

About Gary Price

Gary Price ( is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. Before launching INFOdocket, Price and Shirl Kennedy were the founders and senior editors at ResourceShelf and DocuTicker for 10 years. From 2006-2009 he was Director of Online Information Services at, and is currently a contributing editor at Search Engine Land.