Library:EResources&Access Documentation Trial Phase
In general, Trials are only requested for resources that we a) are sincere about considering a purchase, b) have the ability to fund and c) can support from a technical standpoint (ie doesn't require 3rd party software we don't have and can't get).
There are two types of trials: Public Trials (open to all patrons) and Private Trials (open to only invited participants)
Trial Request
- a Selector notifies the Licensing Specialist that he/she wishes to conduct an e-resource trial via the Trial Request Form and follow-up email if necessary
- the Selector is generally then designated the Trial Coordinator.
- the request is reviewed by the Licensing Specialist to see if it meets the criteria for a trial (especially if it's a Public Trial)
- information on past activity related to the request (including related past trials, cancellations, currently subscribed resources, etc) will be sent to the Trial Coordinator.
- if it is decided not to proceed with the trial, the info is filed with the Licensing Specialist in Technical Services.
Vendor Contacted
- the Licensing Specialist contacts the Vendor/Provider to request a trial and negotiate any cost, licensing or other terms that might be associated with the trial
- a series of questions is also put to the Provider about the product => list to be added
- the standard IP / Contact document (contains IPs, our Citation Linker BaseURL, contacts, etc.) is sent to the Provider
- the Vendor / Provider supplies access information (URLs, Log-ins or whatever)
- the Licensing Specialist passes this info on to ER&A (Access) team with a request to set up the trial
Trial Setup & Launch
If a Database or Title does not exist in Knowledgeworks, ask Serials Solutions to add.
Public Trials
- set Database or Title Holding to status "Trial" in Knowledgeworks completing the pieces in Statuses in Knowledgeworks documentation
- set up EZproxy if necessary
- start a Resource page (the Selector can expand the Description later) but do not publish until trial start date
Private Trial
- set Database or Title Holding to status "Trial" in Knowledgeworks completing the pieces in Statuses in Knowledgeworks documentation
- set up EZproxy if necessary
- remember to include who is participating (a specific Faculty? group?) in the Long Database Description field
In both cases, set up a reminder to take down trial at end date. Licensing Specialist will advise Library Communications as resource should be promoted in the Weekly Update. Add a Blog posting / Twitter tweet for Public Trials.
ER&A will troubleshoot any access issues as usual. Forward any questions/comments about content to Licensing Specialist or the Selector.
Trial End
- set status in Knowledgeworks to "Trial [Archived](c)" completing the pieces in Statuses in Knowledgeworks documentation
- un-publish the Resource page (Public Trials)
- Selector consults with appropriate parties on decision to move forward with a purchase or not. Licensing Specialist will request License documentation to review if necessary.
- if no purchase, add reasoning to [Trial Evaluation Form?]
Go back to ER&A Documentation Home