Exploring trends, technologies, e-resource management, and digital services in libraries.

2022 Winter Workshop: Optimizing E-Resource Management

February 8-10, 2011

10:00 am – 12:45 pm (Central)

This workshop is hosted live over three consecutive days. Course Instructor asks that you reserve the listed hours for both live instruction and course exercises.

$175/ single ticket, $131/ group ticket 

Optimizing E-Resource Management with Process Improvement, Project Management, and Problem Solving Techniques. February 8-10, 2022. ER&L Virtual Workshops. Yellow background with yellow laptop on brown table. 4 cartoon faces on the laptop screen.

Optimizing E-Resource Management with Process Improvement, Project Management, and Problem Solving Techniques

Electronic resource management (ERM) is perhaps the most challenging aspect of library work. Understanding how to optimize processes, manage projects, and effectively troubleshoot are three specific areas that can help librarians and staff be more effective. This workshop will start with techniques to identify and resolve problems with electronic resources. Next, participants will review project management basics and those techniques that can best be applied to ERM, which does not align with most formal project management practices. The workshop will finish with a method for process improvement that maps existing ERM processes in a way that enables the identification of efficiencies.  

Some issues that arise reflect a systematic problem that can be resolved by adjusting a process, others may identify a project needed to clean up data or train staff. Combining process improvement techniques with effective project management practices and a problem-solving methodology will optimize electronic resource access for an institution by streamlining ERM and quickly identifying and resolving access issues. Individual reflection and group discussion will be incorporated throughout for participants to evaluate aspects of simplified project management and process improvement that apply to their situations.

Following the workshop, participants will be able to: 

  • describe a problem solving methodology for issues accessing electronic resources.
  • understand the difference between process improvement and project management and how they each apply to electronic resource management.
  • apply basic project management techniques to electronic resource management.
  • apply process improvement techniques, including process mapping, to electronic resource workflows.


Janetta Waterhouse
Director of Technical Services & Library Systems
Senior Assistant Librarian
University at Albany

Janetta Waterhouse is the Director of the Technical Services and Library Systems Division at the University at Albany. Prior to this, she served in director roles at West Virginia University and University of Illinois at Springfield (UIS), as an implementation manager at OCLC, a technical analyst in an information consortium, and other library systems positions. She received an undergraduate degree in computer science, with a minor in mathematics, and a graduate degree in library and information science from The University of Iowa. She holds a Project Management Professional (PMP) certification and specializes in providing effective management and leadership at the intersection of technology, people, and projects.

I really liked Janetta, she brought many ideas and perspectives to the topic and she was very knowledgeable about ERM.

– November ’21 course attendee




Attendees will be engaged in small group discussions for a portion of each day and should expect to share examples across the outline from their work.


Access to Zoom and Dropbox via a browser. The use of video cameras is optional but encouraged during group discussions.


To be shared with registered course attendees prior to course start date.