2003 10 27 fall epa presentation dgoldsmith

7/30/2019 2003 10 27 Fall Epa Presentation DGoldsmith

1/18

A Management Tool

David Goldsmith

E-Matrix

Oct 27th, EPA Meeting

NCSU Libraries


2/18

Classic Integrated System

MARC

Records

item

holdings

serial

holdings

Patron

Records

circ

transactions

reserve

records

Acquisitions

Records

websites (856)

e-books

e-journals

databases

datasets

WEBPAC

Patron

self-

service

Serials

Control

Records


3/18

Dis-integrated Library System

websites (856)

e-books e-journals

databases

alpha list ofdatabases

subject list of

databases

e-journal

finder

Serials

Solutions

TDNet

web

subject

guides

Licensing Files

ILL Files

Collection Management Files

Helpdesk Files

Statistical Files

institutionalrepository

Authentication

& Authorization

MyLibraryalert

services

SFX


4/18

NCSU Libraries E-matrix

CHARGE

The ad hoc E-Matrix Committee will

implement a prototype electronic

resources management system tosupport acquisition and licensing,

collection management, and resource

discovery for the Libraries' electronicresources


5/18

NCSU Libraries E-matrix

CHARGE (cont) define the need

survey best practices and related local and national

initiatives

define functional specifications for the system

build a data model which maximizes opportunities

for present and future interoperability with existing

systems (e.g., ILS, MyLibrary, Serials Solutions,

PeopleSoft) and utilization of existing or emergingstandards (e.g., OpenURL, EDI, XML)

implement a prototype.


6/18

Electronic Resource Management

Innovative Interfaces ERM

Endeavor ENCompass

Sirsi SingleSearch

Ex Libris MetaLib

CARL Goldrush

EBSCO EJS

MuseGlobal

Various Ejournal Finders

DLF Electronic ResourceManagement Initiative

California Digital Library

Cornell University

Emory University

Griffith UniversityJohns Hopkins

Kansas State University

MIT

Penn State

Tri-CollegeConsortium

UCLA

University of Georgia

University of Minnesota

University of Washington

Yale University

Vendor Efforts Library Efforts

http://www.library.cornell.edu/cts/elicensestudy/

Or

Google=web hub


7/18

licensing

statistics

subscript-

ion info

technical

support

remote

access

evaluative

data

PRESENTA

TION

LAYER

A

D

M

I

NI

S

T

R

A

TI

V

E

M

E

TA

D

A

T

A

E

-M

A

T

R

I

X

I

L

S

Other Databases:

E-journal finderSFX

ETDs

Instnl Repository

Etc.

DATAHOOKS

Website

Catalog

E-resources

Alert Services

Local DBs &

Collections

Digital

Archives

Data

Repos-itories

vendor

data

Evaluative

Tools

E-MATRIX


8/18

E-matrix Challenges

Public interface issecondary concern

Leveraging existing

ILS data

Adherence to

emerging standards

Avoid solutions

looking for problems


9/18

What Do We REALLY Want

Evaluation tool- DBs, ejournals, serials

Licensing management tool

Tool that will allow library to leverage

the authoritative ILS database with the

other descriptive and administrative

metadata for comprehensive display &management


10/18

Getting started

Stakeholders: Cataloging, Acquisitions,Serials, and Collection Management

Identify data that are already being kept

Identify data that are needed forevaluation, longevity, and various

services


11/18

What Did We Do?

Formed more groups

Database evaluation

Statistics

Licensing

Metadata/Data Elements

ILS Data Interface


12/18

Emerging StandardsXML Schema for E-resource Management

Workflow, specifications, data elements, schemaCONSER, LC, and the gang

NISO/EDItEUR Serial subscription data exchange

Liblicense Basic terms and contracts for licensing electronic

resources

COUNTER and E-Metrics Statistical counts

OpenURL, HANDLE, PURL, Global registry Persistent identifiers

Shibboleth: Internet2/Mace authentication project


13/18

What Did We Do Next?

ILS MIGRATION the ultimate excuse

DLF Electronic Resource ManagementInitiative they didnt take the last 6 months off

Borrowed DLFs data element

scheme/definitionsAdded additional elements for NCSUs needs

Mapped to our existing data sources

Expanded scope to include print

subscriptions - Collection Enrichment Project


14/18

Data Elements

DescriptiveTitle, identifiers, provider,holdings (27)

Licensing Parties, terms of use, rights,business terms (74)

Access URI, authorization, proxy (10)

Administrative Accounts, configuration,

usage statistics, tech support, contact info(51)

Evaluative Resource assessment, impact,faculty contact enrichment (20)


15/18

Current Development

Data Modeling

Data Migration

Workflow Design/Interface

Data Hooks


16/18

INTERFACE EXAMPLE (UCLA)


17/18

Future Development

Enhance statistical elements/tools as

data becomes normalized

Use data to populate public interfaceOPAC/Website

Integrate the ILS


18/18

SUMMARY

E-MATRIX is a management tool

It is being designed to hook into other

resources/datasets as needed

E-MATRIX is a management tool

Thank you

More information available @:

http://staff lib ncsu edu/committees/ematrix

2003 10 27 fall epa presentation dgoldsmith

Documents