Haere Mai, Welcome to EPIC.
A purchasing consortium which enables access to quality databases in NZ libraries

E-Resources Toolkit

Guidelines, checklists, suggested actions and links to issues and examples to fine-tune the way in which you present, promote and train others to use your EPIC and other e-resources.

Download the full E-resources Toolkit document (60+pp), Word Document (516KB)

Download the full E-resources Toolkit document (60+pp), PDF (555KB)

1. E-resources Health Check

A quick, systematic check of your provision of e-resources. Identify and evaluate connection, service, content or skill issues that may be limiting the uptake or effective use of your e-resources.

Existing access
Check the presentation, description and perception of your e-resources and their ease and reliability of access.

Existing promotion
Check the perceptions of promotions and material for your e-resources.

Existing skills and confidence
Check the frequency of use of e-resources and the confidence levels of staff/users with them.

Existing service levels and practice
Check on understood information. Your service policy vs. actual service practice of staff and the use and promotion of e-resources.

Summary Review Report
Compile issue statements and an action list from the Health Check.

Download full Health Check document (5 pp), Word Document (59KB)

Download full Health Check document (5 pp), PDF (49KB)

2. Action on Access

Make it all easier for your users to access your e-resources.

Presentation: the user experience
The way you present and deliver your e-resources can create barriers to their use and hinder the recognition of their value. This section contains strategies to remove these barriers.

Help users who are unfamiliar with your e-resources discover the resources’ content and value.

A brief guide to trouble-shooting technical issues with your e-resources.

Download the full Action on Access document (20 pp), PDF (202KB)

3. Action on Promotion

Promoting your e-resources in the right place at the right time with the right words.

Marketing strategy
Make your strategy clear and focussed

Define target markets
Be clear about who will use your e-resources and how

Develop messages and channels
Sort out what you need to say and how and where to distribute it.

Get the look and feel consistent
Develop a coherent message and consistent branding for your e-resources

Educate staff
Get staff on board as your prime promoters.

Evaluate promotion
Assess the impact of your marketing initiatives

Download the full Action on Promotion document (15 pp), Word Document (225KB)

Download the full Action on Promotion document (15 pp), PDF (148KB)

4. Action on Staff Skills

Give your staff the confidence and core skills to effectively use your e-resources.

Assess skill levels and needs
Determine training needs by getting an understanding of your staff’s competency and confidence with the e-resources.

Develop a training plan
Set out what needs to happen to address the training needs you identified.

Source and deliver training
Arrange and provide training sessions – who, when and how.

The training cycle
Ensure you know what is working and what needs to be changed.

Download the full Action on Staff Skills document (17 pp), Word Document (241KB)

Download the full Action on Staff Skills document (17 pp), PDF (167KB)

This material is provided under a Creative Commons Attribution-Non-commercial (BY-NC) New Zealand Licence
This license means you can use and adapt these resources for your own use. Any new resources you create must acknowledge EPIC and must be non-commercial. You do not have to re-license your new works on the same terms.

Page last updated: 24 February 2010.