Courses | Electronic Resources: Collection Management & Policies

Electronic Resources: Collection Management & Policies

Electronic sources of information continue to grow in importance, affecting all subject areas and services to all levels of user, from young schoolchildren to professionals. The acquisition, provision and management of these e-resources poses a new and wide-ranging set of challenges for librarians and information and knowledge managers in all library and information sectors.

Knowlead Consulting and Training (Knowlead), in association with Information Automation Ltd (IAL), is offering an integrated set of workshops which provide a valuable opportunity to understand both the range of e-resources and how best to manage growing electronic  collections through the planned and regulated inclusion of e-journals, e-books, image collections, etc.

Programme Details

The following schematic illustrates how the full programme can be broken into two individual workshops, each of which can be taken separately in order to meet the specific needs and interests of participants. Taken together they provide an invaluable, structured and comprehensive understanding on all issues surrounding the availability, sourcing, managing and governance of e-resource collections.

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Further details

Electronic Resources: Collection Management & Policies
Monday – Friday: The full five day programme
For a comprehensive immersion in the issues, this is a five-day programme comprising two modules which explore the range of modern e-resources available, the collection management issues surrounding their provision and use, and the ways to support your management decisions through the Collection Development Policy.
e-Publishing & Managing the Digital Collection
Monday – Wednesday: 1st module of three days
This three-day workshop is designed to introduce participants to the huge range of e-resources currently being made available, and to explore the management issues you will face as you make them available as a part of your collection. It stops short of discussing collection development policies. This three day workshop can be taken separately or as part of the five day option.
e-Resources Collection Policies
Thursday – Friday: 2nd module of two days
At the heart of good e-resource collection management lies the Collection Development Policy (CDP). This two-day workshop revisits the structure and contents of a CDP and considers Conspectus as a means of describing the subject collections before working to develop draft statements for e-resources. This two day workshop could be taken separately or as part of the five day option.

The full five day programme is recommended for participants without previous exposure and experience to the management of e-resources in libraries. The course can, on prior arrangement, be tailored to meet the needs of specialised user groups and can also be presented as an in-house course for a specific organisation.

Outcomes of the programme

At the end of the course participants will have:

  • a familiarity with a range of e-resource types (e-journals, e-books, institutional repositories, e-news sources, image collections, e-books, weblogs), and will have used or examined examples of each
  • understood the difference between free, licensed/charged for, open access published, and open access institutional repositories
  • an appreciation of the role of aggregators, service providers and publishers
  • an understanding of the advantages of e-resources  and worked through a series of ideas for promoting e-resources
  • appreciated the difficulties surrounding locating and selecting e-resources
  • developed an e-resource evaluation criteria checklist and evaluated at least two e-resources
  • considered  possible  ways  of  providing  user  access  to  e-resources  and  the  associated management issues
  • gained a basic knowledge of licensing and the issues to consider when acquiring e-resources
  • an appreciation of nature and benefits of a having a Collection Development Policy (CDP)
  • understood the structure and component parts of a CDP and thought about the use and users of the CDP
  • developed, drafted, analysed and discussed embryo CDP statements for selection, licensing, and access


The courses are presented by Chris Armstrong, Managing Director of IAL in the United Kingdom, and Peter Underwood, Senior Associate of Knowlead. Chris and Peter are internationally recognised experts in this fast developing field. They have conducted research funded by the Carnegie Foundation on the management of e-book collections and collection development policies in sub-Saharan Africa and have presented a number of training courses on this topic in South Africa and abroad. 

Duration of the programme

This course is offered as a 5-day programme, which can be subdivided into two integrated workshops of 3 days and 2 days respectively.

Fee Information for these Upcoming Courses

Full 5 day programme: Electronic Resources: Collection Management & Policies:  Fee:  R 9,380.00

Three day workshop: e-Publishing & Managing the Digital Collection:  Fee:  R 6,100.00

Two day workshop: e-Resources Collection Policies:  Fee:  R 4,300.00

Fees Exclude VAT. There is a 7.5% discount for multiple registrations from an organisation. 

2015 Course Locations & Dates

Midrand: 30 November – 4 December 2015

Register for this programme