Electronic Resource Management and Access Services: A New Generation

NMLA/MPLA 2007March 15, 2007

Presented by Dodie Ownesdjownes@ix.netcom.com

Overview

In this session, various independent electronic resource management systems (ERMS) for library use will be discussed. Focus will be on examining the efficiency of the ERMS in integrating and streamlining the multi-step processes librarians encounter when navigating searches between print and electronic documents, as well the ERMS as the knowledgebase for the library. Statistical packages, benchmark reporting and license management options will also be reviewed. A new category of library services, ERAMS, will also be discussed.

To Buy or To Build? It is a question of where to put your resources Tri-College Library Consortium (PA)

2002 – ERTS; 2005 – Verify (VTLS); 2007 - ? Marist College/U of Illinois-Chicago

2003 – combo ILS/Access/SFX; 2006 – Serials Solutions ERMS

University of Nevada – Reno 2002 – Excel, SFX; 2006 - III ERM

Oregon Health Sciences University 2002 – 856, SQL/Coldfusion; 2004 - III ERM

And many others – UCLA, Marist College, etc … BUT …. NCSU still supporting own E-

Matrix solution, Penn State ERLIC, etc .

Electronic Resource Management Systems Overview

Efficiency of the ERMS in integrating and streamlining

ERMS as the knowledgebase ERMS vendors Statistical packages, benchmark reporting and

license management options ERAMS – the next wave?

ERMS Efficiencies

Staff time, energy, purpose Consolidation of applications Resource intensive Centralization of e-resource information Off-site hosting SaaS – Software as a Service Immediate access to usage and cost data

The 39 FTE positions on the left represent those working on print acquisitions. The 7.5 FTE positions on the right represent those working on e-resource deployment. To put this in context, the print/electronic split in their budget is 60% print/40% electronic.

The Evolution of a New World Order: How and Why UCLA Drew the Line between ‘P’ and ‘E’ - Sharon Farb, Andrew Stancliffe, and Angela Riggio, presented at ER&L 2007.

ERMS as the Knowledgebase

“A store of knowledge about a domain represented in machine-processable form, which may be rules (in which case the knowledge base may be considered a rule base), facts, or other representations.” (www.ichnet.org/glossary.htm).

Link-resolver vendors, AtoZ list vendors and ERMS vendors often maintain a knowledge base of information about serial versions, including such information as links to content, coverage information, and administrative and descriptive metadata. Each local implementation of a system may use those portions of the global knowledge base that represent the holdings of the implementing organization.

NISO/EDItEUR Joint Working Party ONIX for Serials Glossary

OPAC

Titles

Circulation

cataloguing

Serials

Acquisitions

Back office

Web Portal

Z39.50

OpenURL – Link

resolvers

e-Titles

e-Titles

e-Titles

Libraries

User facing

Who doesn’t need a knowledgebase?!

(From ERM and the LMS –Peter Evans, Ringgold 2006)

ERMS Vendors Innovative – ERM Ex Libris – Verde VTLS – Verify SirsiDynix – ERM Endeavor – Meridian

EBSCO – E-Resource Management System

Harrassowitz - HERMIS

TDNet – e-Resource Manager

Colorado Alliance – Gold Rush

Serials Solutions – 360 Resource Manager

Statistical packages, benchmark reporting, license management options, reporting abilities

Usage statistics on number and time of access to each e-resource

Compare local resource use to that of peer institutions Track e-journal searching behavior Click-through statistics Overlap analysis Contract, copyright and license detail management and

notification Outage reports

ERAMS* – the new wave? A new category in the library marketplace

that includes:MetasearchKnowledgebaseElectronic resource managementA-Z listsReporting and management toolsLink resolvers

*Electronic Resource Access and Management Services

No print resources need apply …

Four processes central to ERAMS Collect – create a comprehensive knowledgebase for

electronic resources Correct – ensure accuracy and currency of the

knowledgebase Connect – “user facing” – get readers to resources

quickly, efficiently, easily Control – manage and maximize resources (people

and $$), improve acquisition process, optimize usage of electronic content

Works and plays well with others

Z39.50 Open URL

MARC SUSHI

SRU/SRW Dublin Core

Web 2.0 Library 2.0

AJAX XML APIs RSS

Web services

Resources Boss, Richard. PLA Tech Notes – Automated Library System Vendors and Electronic

Resource Management, http://www.ala.org/ala/pla/plapubs/technotes/ermgmt.htm Adlington, Janice. Electronic Resource Management Systems: Potentials for Eresource

Management. http://staffweb.library.vanderbilt.edu/rs/techserv/E-Resources/ERMSystems_Jan2007.pdf

Collins, Maria. “Electronic Resource Management Systems: Understanding the Players and How to Make the Right Choice for Your Library,” Serials Review 31 (2005): 125-40.

Davis, Susan. “Electronic Resources Management from the Field,” Serials Review 31 (2005): 174-5.

Dempsey, Lorcan. Lorcan Dempsey’s weblog. http://orweblog.oclc.org/archives/001250.html Digital Library Federation. Electronic Resource Management Initiative Phase II,

http://www.diglib.org/standards/dlf-erm05.htm Grahame, Vicki and Tim McAdam, Managing Electronic Resources (Washington, D.C. : ARL;

SPEC Kit 282) Harvell, Tony A. “Electronic Resources Management Systems: The Experience of Beta

Testing and Implementation,” Serials Librarian 47,no.4 (2005): 125-136. Managing Electronic Resources: Contemporary Problems and Emerging Issues. Ed. by

Pamela Bluh, Cindy Hepfer. ALA. 2006. Medeiros, Norm. Managing Electronic Resources in the Tri-College Consortium. CLIR

Reports. 2006. http://www.clir.org/pubs/reports/pub139/tricoll.html NISO Standardized Usage Statistics Harvesting Initiative (SUSHI),

http://www.niso.org/committees/SUSHI/SUSHI_comm.html White Paper on Interoperability between Acquisitions Modules of Integrated Library Systems

and Electronic Resource Management Systems: A Draft for Comment, http://www.haverford.edu/library/DLF_ERMI2/ACQ_ERMS_white_paper.pdf

THANK YOU